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F••••• C•••••• T•••• C•

Outsourced family office provider· Peabody, MA

Outsourced family office provider, based in Peabody, MA.

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

13F holdings
$307M
Form 13F
Last deployment
Jul 2026
The latest dated investment or commitment on record
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 75% · 85 observations · 4 sourcesShow
Outsourced family office providerVerified Sep 13, 2026 (10 days ago)1 people · 0 investments · 83 public positions · 54 events

Why this class: F••••• C•••••• T•••• C•mpany is a New Hampshire chartered corporate trustee in Massachusetts managing family trusts for multiple client families..

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 47% (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
Outsourced family office provider
Description
unknown
Headquarters
Peabody, MA
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $307M. These are different facts and are never added together.
Form 13F
$307M across 83 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Outsourced family office provider 75%F••••• C•••••• T•••• C•mpany is a New Hampshire chartered corporate trustee in Massachusetts managing family trusts for multiple client families.Factverifiedmembers.nhbankers.com“••• Locked”
  • Sep 12, 2026Candidate 45%family-named 13F filer on no adviser roster (investments, holdings, capital, trust)Inference
Team
1 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
C•••••• B• B•••••CCOOperations and finance
phone: ••• Locked (published by the subject, Oct 29, 2024)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
Signals and timeline
2show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changed••• Lockedc•••••••••Factmembers.nhbankers.com
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$276M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
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.
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
40 positionsshow
Form 13F holdings

Top 40 positions of 83 for the quarter ended Jun 30, 2026; $289M shown of $307M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
A•••• I••COMMON STOCK$41.3M201,39213.4%
I•••••• C••• U••••••••• B••• E••ETF - FIXED INCOME$16.3M164,3735.3%
A••••••• I•• C•• S•• C• A•COMMON STOCK$16.0M44,7695.2%
I•••••• M••• I••• M••••••• F••••• E••COMMON STOCK$14.4M269,9054.7%
J••••••• C•••• • C•COMMON STOCK$13.7M42,0024.5%
A•••• I•••••••••COMMON STOCK$12.0M41,4593.9%
I•••••• T• C••• M••• E•••COMMON STOCK$10.6M109,4443.4%
J•••••• • J•••••• C••COMMON STOCK$10.3M40,4023.3%
V••• I••COMMON STOCK$9.5M27,8073.1%
V•••••• S••••• U• S•••• M•• C•• E••ETF$8.2M74,6352.7%
All 40 positionslargest value first
IssuerClassValueSharesWeight
A••••••••• I••COMMON STOCK$8.2M34,2862.7%
M•••••••• C••• C••COMMON STOCK$7.9M21,2722.6%
G• V•••••• I•• C••COMMON STOCK$7.1M6,0552.3%
I•••••• T• U• T•••• B• E••ETF - FIXED INCOME$6.9M301,9032.2%
B••••••• I••COMMON STOCK$6.4M17,0002.1%
T•••• R•• C•••COMMON STOCK$6.0M22,2041.9%
N••••• C•••••••••COMMON STOCK$5.9M29,6241.9%
L•••• E•• • C• C••COMMON STOCK$5.5M4,5441.8%
R•• C••••••••• C••COMMON STOCK$5.3M27,6931.7%
L•••• P•• N••COMMON STOCK$5.2M10,0101.7%
A••••• L•••••••••COMMON STOCK$5.1M56,5561.7%
E•••• M•••• C•••COMMON STOCK$5.1M37,1191.7%
L•• R••••••• C••• C•• N••COMMON STOCK$4.9M11,2921.6%
I•••••• T•••• U• S• E••••• F••••• E••ETF$4.6M60,6601.5%
M••••• T••••••••• I••COMMON STOCK$4.4M3,8521.4%
A••••••• M•••• D••••••COMMON STOCK$4.2M7,1991.4%
D•••••• C•••••••••COMMON STOCK$3.9M20,4911.3%
A••••••• E•••••• C•COMMON STOCK$3.8M11,3181.2%
D••••• ••••• C••••••COMMON STOCK$3.7M38,1151.2%
S•••• S• D••••••••• T•••• R••••• T••••••• E••ETF - FIXED INCOME$3.5M89,7441.2%
C•••• L•••••• C••COMMON STOCK$3.5M10,2451.1%
A••••••• C•••COMMON STOCK$3.4M19,4981.1%
T•• C•••••••• I••COMMON STOCK$3.4M22,6241.1%
E••• I••COMMON STOCK$3.4M30,1501.1%
W•• M••• S••••• I•• C••COMMON STOCK$3.1M26,9901.0%
Y•• B••••• I••COMMON STOCK$2.6M16,4830.9%
M•••• • C• N••COMMON STOCK$2.6M20,2320.8%
M••• P•••••••• I•• C• A•COMMON STOCK$2.6M4,5450.8%
A•••••• I••COMMON STOCK$2.2M8,6360.7%
A••••••• I•• C•• S•• C• C•COMMON STOCK$2.0M5,7650.7%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
All 25 changes
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
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  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• 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
show
Sources and evidence
93show

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. 93 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 days)
Contactability
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($276,100,805)
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (872)
Mandate confidence
no components; scored 0
Identity confidence
+75 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (10 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 93 observations
FactValueEffectiveSourceClass
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar former nameF••••• C•••••• T•••• C•., NASep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar former nameFAMILY CAPITAL FIDUCIARY LLCSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar forms13F-HR,13F-HR/A,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC 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
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC 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 admission signalnameJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2024SEC 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 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC 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
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC 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
13F positions83Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions89Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions87Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions90Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions62Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions62Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions61Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions61Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions61Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions60Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$307MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$276MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$306MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$299MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$289MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$279MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$295MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$311MSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$306MJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$292MMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPeabody, MAJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPeabody, MAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPeabody, MADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPeabody, MASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPeabody, MAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPeabody, MAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPeabody, MADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPeabody, MASep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPeabody, MAJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPeabody, MAMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Office type (stated)Outsourced family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) members.nhbankers.comFact
Website searchNot foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference

Not yet on record: direct investments, decision makers.