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S••••• R••• F••••••••

Single family office (probable)· Los Angeles, CA

Single family office (probable), based in Los Angeles, CA.

Composed from this office's classification, location and record.

Decision makers
1 of 4
The office's site, Form ADV Schedule A and filings
13F holdings
$46B
Form 13F
Last deployment
Aug 2026
The latest dated investment or commitment on record
Contact the CIOFind similar offices
1 export, up to 5 contact reveals
More
Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

What matters now

  1. +4
    new vehicles, 12 months

    2 vehicles linked to it by a shared principal appeared on Form D on 11 Jun 2026 (V•••••• C•••••• P••••••• T• S••• L• and V•••••• C•••••• P•••••••• L•); 1 vehicle filed a Form D on 1 Apr 2026 (S••••• R••• Capital Partners closes over $4 billion for its Tactical Allocation Strategy vintage); its 31 Mar 2026 Form ADV added S••••• R••• C•• V• L••• ($400.0M) and stopped listing 15, the largest S••••• R••• C••••••••• C••••• F••• L• • S••••• 2••• ••••• B•.

    A new vehicle is capital being raised or parked for a specific purpose: a co-investment vehicle means a deal the office is in that no announcement names yet.

    InferenceSEC Form D and Form ADV; F••• D• v••••••• l••••• by a shared principalFor Sponsors seeking co-investors, fund managersIts funds and vehicles →
  2. $408B → $46.4B
    13F book

    Public book $408B to $46.4B from Q3 2024 to Q2 2026 (-89%). It exited S••• S•• 5•• E•• T• ($354B a quarter earlier).

    Q2 2026 · A position opened, cut or closed is a decision the office made this quarter.

    FactSEC Form 13F, Q3 2024 and Q2 2026Public holdings →
Readings, classification basis and verificationidentity confidence 70% · 78 observations · 6 sourcesShow
Single family office (probable)Verified Sep 16, 2026 (7 days ago)4 people · 0 investments · 22 public positions · 114 events

Why this class: a filing by a third party describes it as a single family office (cited).

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 59% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Single family office (probable)
Description
unknown
Headquarters
••• Locked
Office address
unknown
Business phone
unknown
Website
s•••••••••.com
Year established
unknown
Assets under management
$5.4B as of Mar 31, 2026Fact
Form 13F
$46B across 22 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
  • Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth origin
show
Family served
Family office of M•••••• M•••••
Source of wealth
••• Locked
Operating company origin
unknown
Team
4 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
C••• M••••C•• a•• C••• S••••• R••• F•••••••• L•Chief investment officer · investment decisions
email: ••• Locked (unverified)
V•••• K••••Managing Partner and Chief Investment Officer, S••••• R••• Capital PartnersChief investment officer · investment decisions
email: ••• Locked (unverified)
M•••••• H••••••••C••••••••• a•• C••••••••• M••••••• S••••• R••• F•••••••• L•Private credit · investment decisions
email: ••• Locked (unverified)
P•••••• H••••••General Counsel and Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Nov 14, 2024)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) s•••••••••.com
Signals and timeline
56show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 56 events. 13F position changes are under Public stakes and holdings.

  • Jun 11, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
  • Jun 11, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
  • May 19, 2026Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
  • Apr 1, 2026New investment vehicle••• LockedVehiclesFactpulse2.com
Full timeline · 56 events
  • Mar 31, 2026Private fund no longer reported••• LockedVehiclesFactno URL
  • Mar 31, 2026Private fund no longer reported••• LockedVehiclesFactno URL
  • Mar 31, 2026Private fund no longer reported••• LockedVehiclesFactno URL
  • Mar 31, 2026Private fund no longer reported••• LockedVehiclesFactno URL
  • Mar 31, 2026Private fund no longer reported••• LockedVehiclesFactno URL
  • Mar 31, 2026Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
  • Mar 31, 2026Private fund no longer reported••• LockedVehiclesFactno URL
  • Mar 31, 2026Private fund no longer reported••• LockedVehiclesFactno URL
  • Mar 31, 2026Private fund no longer reported••• LockedVehiclesFactno URL
  • Mar 31, 2026Private fund no longer reported••• LockedVehiclesFactno URL
  • Mar 31, 2026Private fund no longer reported••• LockedVehiclesFactno URL
  • Mar 31, 2026Private fund no longer reported••• LockedVehiclesFactno URL
  • Mar 31, 2026Private fund no longer reported••• LockedVehiclesFactno URL
  • Mar 31, 2026Private fund no longer reported••• LockedVehiclesFactno URL
  • Mar 31, 2026Private fund no longer reported••• LockedVehiclesFactno URL
  • Mar 31, 2026Private fund no longer reported••• LockedVehiclesFactno URL
  • Dec 5, 2024Fund commitment disclosed••• LockedFund relationshipsFactprnewswire.com
  • Nov 20, 2024Private fund first reported••• LockedVehiclesFactno URL
  • Nov 20, 2024Private fund first reported••• LockedVehiclesFactno URL
  • Nov 20, 2024Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
  • Nov 20, 2024Private fund first reported••• LockedVehiclesFactno URL
  • Nov 20, 2024Private fund first reported••• LockedVehiclesFactno URL
  • Mar 26, 2024Private fund first reported••• LockedVehiclesFactno URL
  • Mar 26, 2024Private fund no longer reported••• LockedVehiclesFactno URL
  • Aug 17, 2023Private fund first reported••• LockedVehiclesFactno URL
  • Mar 28, 2023Private fund no longer reported••• LockedVehiclesFactno URL
  • Nov 21, 2022Private fund first reported••• LockedVehiclesFactno URL
  • Nov 21, 2022Private fund first reported••• LockedVehiclesFactno URL
  • Nov 21, 2022Private fund first reported••• LockedVehiclesFactno URL
  • Nov 21, 2022Private fund first reported••• LockedVehiclesFactno URL
  • Nov 21, 2022Private fund first reported••• LockedVehiclesFactno URL
  • May 26, 2022Private fund first reported••• LockedVehiclesFactno URL
  • May 26, 2022Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
  • May 26, 2022Private fund first reported••• LockedVehiclesFactno URL
  • May 26, 2022Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
  • Feb 23, 2022Private fund first reported••• LockedVehiclesFactno URL
  • Feb 23, 2022Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
  • Feb 23, 2022Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
  • Nov 29, 2021Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
  • Aug 25, 2021Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
  • May 21, 2021Private fund first reported••• LockedVehiclesFactno URL
  • May 21, 2021Private fund first reported••• LockedVehiclesFactno URL
  • Mar 31, 2021Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
  • Mar 30, 2020Private fund no longer reported••• LockedVehiclesFactno URL
  • Feb 14, 2020Private fund first reported••• LockedVehiclesFactno URL
  • Aug 26, 2019Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
  • Aug 26, 2019Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
  • Mar 30, 2018Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
  • Mar 31, 2017Private fund first reported••• LockedVehiclesFactno URL
  • Feb 9, 2017Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
  • Jun 27, 2016Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
Investment mandate
show

••• Locked

Stated (their words, cited)
Asset classes
••• Locked Fact pulse2.com
“••• Locked”
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Private credit team
1 Inference
named professionals with this responsibility
Invests directly
unknown
Allocates to managers
unknown
Asset classes
Private credit across the capital structure: corporate private financing and real asset lending, all phases of the credit cycle
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Its own private funds (Form ADV Schedule D 7.B.(1))
FundTypeGross asset valueRelated shareReportedForm D
S••••• R••• O••••••••• F••• I• L•Hedge Fund$866M
Mar 31, 2026
1%Feb 9, 2017 to now
S••••• R••• C•• I•• L•••Securitized Asset Fund$406M
Mar 31, 2026
40%Nov 20, 2024 to now
S••••• R••• C•• I••• L•••Securitized Asset Fund$405M
Mar 31, 2026
80%Feb 23, 2022 to now
S••••• R••• C•• I•• L•••Securitized Asset Fund$401M
Mar 31, 2026
0%Nov 29, 2021 to now
S••••• R••• C•• V• L•••Securitized Asset Fund$400M
Mar 31, 2026
0%Mar 31, 2026 to now
All 32 funds
FundTypeGross asset valueRelated shareReportedForm D
S••••• R••• O••••••••• C••••• F••• L•Hedge Fund$374M
Mar 31, 2026
10%Jun 27, 2016 to now021-263308
S••••• R••• C•• I• L•••Securitized Asset Fund$354M
Mar 31, 2026
0%Mar 31, 2021 to now
S•• P••• A••••• O••••••••• C••••• F••• L•Hedge Fund$196M
Mar 31, 2026
1%Aug 26, 2019 to now021-334976
S••••• R••• T••••••• A••••••••• F••• L• ••••• A•Hedge Fund$154M
Mar 31, 2026
0%Feb 23, 2022 to now021-355104
S••••• R••• S••• F••• L•• • S••••• A•Hedge Fund$119M
Mar 31, 2026
1%May 26, 2022 to now
S••••• R••• H••••• O••••••••• F••• L•Hedge Fund$96.9M
Mar 31, 2026
6%Aug 26, 2019 to now021-342639
S••••• R••• R• O••••••••• C••••• F••• L•Hedge Fund$89.8M
Mar 31, 2026
1%Aug 25, 2021 to now
S••••• R••• S••• F••• L•• • S••••• B•Hedge Fund$55.1M
Mar 31, 2026
1%May 26, 2022 to now
S••••• R••• C••••• F••• L• • S••••• A•Hedge Fund$52.9M
Mar 31, 2026
1%Mar 30, 2018 to now
S••••• R••• T••••••• A••••••••• F••• • V•••••• 2••• L• ••••• B• · no longer reportedHedge Fund$725M
Nov 20, 2024
1%Nov 20, 2024 to Mar 31, 2026021-521613
S••••• R••• T••••••• A••••••••• F••• B• • V•••••• 2••• L• ••••• A• · no longer reportedHedge Fund$709M
Nov 20, 2024
1%Nov 21, 2022 to Mar 31, 2026021-453461
S••••• R••• C••••••••• C••••• F••• L• • S••••• 2••• ••••• A• · no longer reportedHedge Fund$374M
Nov 20, 2024
1%Nov 21, 2022 to Mar 31, 2026
S••••• R••• C••••••••• C••••• F••• L• • S••••• 2••• ••••• A• · no longer reportedHedge Fund$350M
Nov 20, 2024
1%Nov 20, 2024 to Mar 31, 2026
S••••• R••• E••••• F••• L• • S••••• 2••• ••••• A• · no longer reportedHedge Fund$334M
Nov 20, 2024
2%May 26, 2022 to Mar 31, 2026
S••••• R••• C••••••••• C••••• F••• L• • S••••• 2••• · no longer reportedHedge Fund$333M
Nov 20, 2024
4%Feb 14, 2020 to Mar 31, 2026
S••••• R••• L••• F••• L• • S••••• 2••• ••••• A• · no longer reportedHedge Fund$305M
Nov 20, 2024
1%Aug 17, 2023 to Mar 31, 2026
S••••• R••• O••••• F••• L• • S••••• 2••• ••••• A• · no longer reportedHedge Fund$160M
Nov 20, 2024
2%Nov 21, 2022 to Mar 31, 2026
S••••• R••• C••••• F••• L• • S••••• B• · no longer reportedHedge Fund$159M
Sep 12, 2023
0%May 21, 2021 to Mar 26, 2024
S••••• R••• E••••• F••• L• • S••••• 2••• ••••• B• · no longer reportedHedge Fund$155M
Nov 20, 2024
0%May 26, 2022 to Mar 31, 2026
S••••• R••• O••••• F••• L• • S••••• 2••• ••••• A• · no longer reportedHedge Fund$150M
Nov 20, 2024
1%Nov 20, 2024 to Mar 31, 2026
S••••• R••• O••••••••• F••• I• L• · no longer reportedHedge Fund$108M
Feb 14, 2020
0%Mar 31, 2017 to Mar 30, 2020
S••••• R••• C••••••••• C••••• F••• L• • S••••• 2••• ••••• B• · no longer reportedHedge Fund$50.9M
Nov 20, 2024
0%Nov 21, 2022 to Mar 31, 2026
S••••• R••• C••••••••• C••••• F••• L• • S••••• 2••• ••••• B• · no longer reportedHedge Fund$50.0M
Nov 20, 2024
0%Nov 20, 2024 to Mar 31, 2026
S••••• R••• C•• I••••• L••• · no longer reportedSecuritized Asset Fund$41.6M
Nov 20, 2024
0%Feb 23, 2022 to Mar 31, 2026
S•• C••••• F•••••• L••• · no longer reportedOther Private Fund$26.6M
Nov 20, 2024
0%Mar 26, 2024 to Mar 31, 2026
S••••• R••• T••••••• A••••••••• F••• B• • V•••••• 2••• L• ••••• B• · no longer reportedHedge Fund$4.7M
Nov 20, 2024
0%Nov 21, 2022 to Mar 31, 2026021-453471
S•• P••• A••••• O••••••••• C••••• F••• L• • S••••• B• · no longer reportedHedge Fund$0
Nov 21, 2022
0%May 21, 2021 to Mar 28, 2023021-334981
Investment vehicles (SEC Form D)
  • S•• P••• A••••• O••••••••• C••••• F••• L• · shared principal · Jul 14, 2026 · via C••• M•••• Inference sec.gov
  • S••••• R••• O••••••••• C••••• F••• L• · shared principal · Jul 14, 2026 · via C••• M•••• Inference sec.gov
  • S••••• R••• O••••••••• C••••• F••• L• · Executive Officer · Jul 14, 2026 Inference sec.gov
  • S•• P••• A••••• O••••••••• C••••• F••• L• · Executive Officer · Jul 14, 2026 Inference sec.gov
  • V•••••• C•••••• P••••••• T• S••• L• · shared principal · Jun 11, 2026 · via V•••• K•••• Inference sec.gov
All 6 vehicles
  • V•••••• C•••••• P•••••••• L• · shared principal · Jun 11, 2026 · via V•••• K•••• Inference sec.gov
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
22 positionsshow
Form 13F holdings

Top 22 positions of 22 for the quarter ended Jun 30, 2026; $46B shown of $46B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
E••••••• C•••NOTE 3.875%11/3$20B6,362,52242.8%
C•••••• C••• N••CL A$15B611,50032.4%
O•••••• C••••••••• I••CL A$5.5B3,800,00011.9%
C•••••••• H••••• S•• I•• N••COM$3.7B1,100,0007.9%
B•• I••COM CL A$955M859,9862.1%
C•••• O•• I••COM$797M15,0001.7%
V•••• S•••• I••COM CL A$371M56,9430.8%
D••• I••*W EXP 01/05/202$98.8M40,9790.2%
L••••••• M••••• L••••••*W EXP 07/05/202$19.4M47,3860.0%
N•••• I••CL A COM$16.2M17,6680.0%
All 22 positionslargest value first
IssuerClassValueSharesWeight
B•••• E••••••••• N•••••• I••*W EXP 03/14/202$11.1M79,5960.0%
B••••• H••• • F•••••• H•••••*W EXP 08/22/202$8.4M45,0850.0%
R•••••• I••*W EXP 11/30/202$7.7M39,1830.0%
B••• G••• L••*W EXP 04/01/203$6.7M69,9080.0%
E•••• M•••••• I••*W EXP 09/29/202$4.1M81,9750.0%
A•••• Q•••••• I••*W EXP 09/03/202$3.0M42,1390.0%
P••••• T••••••••• L••*W EXP 99/99/999$2.4M46,3900.0%
C••••• G•••• I••*W EXP 10/01/203$2.0M94,0600.0%
B•••• M•• I••• H•••• L••*W EXP 10/01/202$2.0M48,8910.0%
Z•• E••••• C•••*W EXP 03/13/202$1.9M48,8720.0%
C•• H••••• I••*W EXP 12/31/202$964,00078,4110.0%
V••• I••*W EXP 09/13/202$618,00014,3480.0%
Changes between the last two quarters
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
All 25 changes
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Dec 31, 2023 ••• Locked sec.gov
  • Dec 31, 2023 ••• Locked sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
8show
Sources and evidence
78show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 78 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
Data confidence
+10 w••••••
+10 s••••• m••••••
+10 p•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+4 F••• D• v••••••• l•••••
+0 r••• (900)
Mandate confidence
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (Family office of M•••••• M•••••)
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 78 observations
FactValueEffectiveSourceClass
Other names (Form ADV 1.B)S••••• R••• F•••••••• L•Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)S••••• R••• F•••••••• L•Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds reported (latest Form ADV)15Mar 31, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$4.4BMar 31, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Share of its funds owned by itself and related personsNMar 31, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Adv roster matchYSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Asset classes••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) pulse2.comFact
Asset classes••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) pulse2.comFact
Aum stated••• Locked
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Dec 31, 2025DFX analyst research (General-assisted, every claim URL-cited) finance.yahoo.comFact
Aum statedOver $10 billion in assets under management
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Dec 5, 2024DFX analyst research (General-assisted, every claim URL-cited) prnewswire.comFact
Assets under management$5.4BMar 31, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Assets under management$7.0BDec 31, 2025DFX model output (c••••••••• rules, scores, mandates, matches) finance.yahoo.comFact
Assets under management$10BDec 5, 2024DFX model output (c••••••••• rules, scores, mandates, matches) prnewswire.comFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Edgar fts discoveryfamily officeMay 19, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family involvement••• Locked
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Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) futurefamilyoffice.netFact
Family involvement••• Locked
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Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) futurefamilyoffice.netFact
Family servedM••••• family
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n/aDFX analyst research (General-assisted, every claim URL-cited) alternativecreditinvestor.comFact
Family servedFamily office of M•••••• M•••••
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Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) finance.yahoo.comFact
Family servedFamily office of M•••••• M•••••
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Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) finance.yahoo.comFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-09-30Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-06-30Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2023-12-31Dec 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2023-09-30Sep 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions22Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions39Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions44Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions48Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions51Dec 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions64Sep 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$46BJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$408BSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$25BJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$20BMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$17BDec 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$16BSep 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Formation year••• Locked
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Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) archive.sltrib.comFact
Formation year••• Locked
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Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) archive.sltrib.comFact
Headquarters••• Locked
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Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) archive.sltrib.comFact
Headquarters••• Locked
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Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) archive.sltrib.comFact
HeadquartersLos Angeles, CAJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLos Angeles, CASep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLos Angeles, CAJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLos Angeles, CAMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLos Angeles, CADec 31, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLos Angeles, CASep 30, 2023SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal entity••• Locked
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Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) peinsights.substack.comFact
Legal entity••• Locked
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Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) peinsights.substack.comFact
Office type (stated)Single family officeMay 19, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Satellite officeOffices in Los Angeles and New York
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Dec 5, 2024DFX analyst research (General-assisted, every claim URL-cited) prnewswire.comFact
Source of wealthHigh-yield/junk bond finance built by M•••••• M•••••
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Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) futurefamilyoffice.netFact
Source of wealthHigh-yield/junk bond finance built by M•••••• M•••••
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Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) futurefamilyoffice.netFact
Website••• LockedSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website searchNot foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference

Not yet on record: direct investments.