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P••••••• W••••• P•••••••

Outsourced family office providerNot hand-verified in 180 days· Itasca, IL

Outsourced family office provider, based in Itasca, IL.

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

Regulatory AUM
$283M
Form ADV, Item 5.F
Last deployment
Aug 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: 12 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 80% · 57 observations · 3 sourcesShow
Outsourced family office providerNot yet hand-verified3 people · 0 investments · 162 public positions · 4 events

Why this class: the office describes itself as a outsourced 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 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
••• Locked
Headquarters
Itasca, IL
Office address
••• Locked
Business phone
••• Locked
Website
p•••••••.partners
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $220M. Regulatory AUM $283M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$283M as of Mar 20, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Apr 25, 2025 · 13 employeesFact
Client mix (Form ADV 5.D)
Individuals: 165 ($68.3M); Corporations: n/a ($172,706); Pension plans: 7 ($4.0M); High net worth individuals: 102 ($210M)Fact
Form 13F
$220M across 162 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
  • Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office services')Inference
Team
3 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
M•••••• M••••••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Aug 6, 2026)
sec.gov Fact
T••••• A•••• P•••••PartnerLeadershipnone on record
M•••••• K•••• M• W••••••Partner and Chief Compliance OfficerOperations and financenone on record
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) p•••••••.partners
Signals and timeline
3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

  • Sep 12, 2026Classification changed••• Lockedc•••••••••Factno URL
  • Apr 25, 2025Registered as SEC adviser••• LockedOrganisationFactadviserinfo.sec.gov
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
Investment mandate
show
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)
Nothing to infer from.
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 162 for the quarter ended Jun 30, 2026; $169M shown of $220M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
V••••••• I•••• F••S&P 500 ETF SHS$40.2M58,55718.3%
V••••••• T••••••••• F••VAN FTSE DEV MKT$15.6M218,5687.1%
A••••••• C•••• E•• T•AVANTIS CORE FI$10.7M257,5334.8%
A••••••• C•••• E•• T•EMERGING MKT VAL$7.2M110,4333.3%
A••••••• C•••• E•• T•INTL SMCP VLU$6.9M66,6683.1%
I•••••• T•CORE S&P MCP ETF$6.6M85,3593.0%
A•••• I••COM$6.5M22,6073.0%
V••••••• B• I•••• F••INTERMED TERM$5.3M69,0472.4%
N••••• C•••••••••COM$4.8M24,1802.2%
V••••••• M•••••• F••STRM INFPROIDX$4.7M94,2012.1%
All 40 positionslargest value first
IssuerClassValueSharesWeight
F••••••••• T•MORNSTAR UPSTR$4.7M94,4202.1%
M•••••••• C•••COM$4.1M10,8761.8%
A••••••• C•••• E•• T•US SML CP VALU$3.8M30,1311.7%
I•••••• Q•• T•UNIT SER 1$3.7M5,0301.7%
A••••••• I••CAP STK CL A$3.0M8,5171.4%
A••••• C•• I••COM$2.9M12,1301.3%
B••••••• I••COM$2.9M7,5561.3%
Z•••• T••••EARNGS CONSTANT$2.7M72,0001.2%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$2.3M3,0831.0%
A••••••• C•••• E•• T•CORE MUNI FXD IN$2.2M46,8771.0%
F••••••••• T•HIG YLD VL ETF$2.0M49,7570.9%
J••••••• C•••• • C•COM$2.0M6,1190.9%
A••••• I••COM$1.9M7,5470.9%
A••••••• I••CAP STK CL C$1.8M5,1830.8%
T••••• S••••••••• M••••••SPONSORED ADS$1.6M3,4220.7%
A•••••• M•••• I••COM$1.6M2,1960.7%
K•• C•••COM NEW$1.5M5,1310.7%
M••• P•••••••• I••CL A$1.5M2,5940.7%
Z•••• T••••SMALL/MID CAP$1.5M32,6230.7%
M••••• T••••••••• I••COM$1.4M1,2120.6%
A••••••• M•••• D•••••• I••COM$1.3M2,2280.6%
S••• S••••• T••••ST STR SP SEMI$1.2M1,9710.6%
C•••• S•• I••COM$1.2M10,2200.5%
J•••••• • J••••••COM$1.2M4,6640.5%
V••• I••COM CL A$1.2M3,3910.5%
I•••• C•••COM$1.1M8,2210.5%
B•••••••• H••••••• I•• D••CL B NEW$1.1M2,2630.5%
I•••••• T•CORE S&P TTL STK$1.1M6,6040.5%
Z•••• T••••QUALITY INTL ETF$1.0M35,7010.5%
E•••• M•••• C•••COM$909,6666,6530.4%
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
1show
Sources and evidence
57show

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. 57 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 day)
Contactability
+15 n•••• d••••••••• (T••••• A•••• P••••• (Partner))
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+10 r••••••••• r•••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+20 i••••••••• s•••••• (2 sources)
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($282,822,771)
+0 r••• (1789)
Mandate confidence
no components; scored 0
Identity confidence
+80 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 a• s••••••••• f••• w••••• 1• m••••• (1 day)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 57 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalservices_d•••••••••Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-20Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)FAMILY OFFICE SERVICESMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)Financial planning, portfolio management individuals, selection of other advisers, otherMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2025-04-25Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
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
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients102Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Individuals: Clients: 165; RAUM usd: 68,266,202; Fewer than 5: no; Corporations: RAUM usd: 172,706; Fewer than 5: no; Pension plans: Clients: 7; RAUM usd…Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Employees13Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC 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
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions162Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$220MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersItasca, ILJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersItasca, ILMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Legal formLimited Liability CompanyMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)Outsourced family officeSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Office type (stated)Outsourced family officeSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Office type (stated)Outsourced family officeSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Office type (stated)Outsourced family officeSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Office type (stated)Outsourced family officeSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Private funds advised0Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)927Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$210MMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$283MMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows3Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Website••• LockedMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Website robotsdisallowedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••.partnersFact

Not yet on record: direct investments, decision makers.