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W•• P•••••••

Outsourced family office providerTop 500· Towson, MD

Outsourced family office provider, based in Towson, MD.

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

Foundation assets
$248M
Form 990-PF
Last deployment
Nov 2025
The latest dated investment or commitment on record
Contact the teamFind similar offices
1 export, up to 4 contact reveals
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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: 23 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 75% · 64 observations · 7 sourcesShow
Outsourced family office providerVerified Sep 23, 2026 (today)3 people · 0 investments · 1 public positions · 140 events

Why this class: Towson wealth manager (now part of HB Wealth) selling family office services to many 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 44% (high value, high value shallow; 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
Towson, MD
Office address
unknown
Business phone
unknown
Website
h•••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$248M across 2 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. Related foundation assets $248M. These are different facts and are never added together.
Classification history
  • Sep 23, 2026Outsourced family office provider 75%Towson wealth manager (now part of HB Wealth) selling family office services to many client families.Factverifiedh•••••••.com“••• Locked”
  • Sep 12, 2026Candidate 45%in-care-of organisation on 2 private foundation(s) with $110,062,845 in assets (IRS); could be the family's investment company, its manager or its accountantInference
  • Sep 12, 2026Candidate 45%in-care-of organisation on 2 private foundation(s) with $110,062,845 in assets (IRS); could be the family's investment company or its accountantInference
Family and wealth origin
show
Family served
H•••••• family
Source of wealth
unknown
Operating company origin
unknown
Team
3 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
T••• M• W•••••••CEO/CCOLeadership
phone: ••• Locked (published by the subject, Nov 13, 2024)
sec.gov Fact
B•••• L••••CCOOperations and finance
phone: ••• Locked (published by the subject, May 7, 2025)
phone: ••• Locked (published by the subject, Nov 13, 2025)
sec.gov Fact
B•••• L••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, May 7, 2025)
phone: ••• Locked (published by the subject, Nov 13, 2025)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
Website: ••• Locked (published by the subject) h•••••••.com
Signals and timeline
50show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 50 events. 13F position changes are under Public stakes and holdings.

Full timeline · 50 events
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.
Its own private funds (Form ADV Schedule D 7.B.(1))
FundTypeGross asset valueRelated shareReportedForm D
W•• P•••••• I••••• F••• I•• L••Private Equity Fund$29.7M
Apr 30, 2024
2%Mar 11, 2019 to now021-330961
W•• P•••••• I••••• F••• I• L••Private Equity Fund$19.6M
Apr 30, 2024
3%Jan 19, 2017 to now021-273643
W•• P•••••• I••••• F••• I••• L••Private Equity Fund$18.9M
Apr 30, 2024
1%Oct 14, 2021 to now021-427677
W•• P•••••• E••••• F••• I• L••Private Equity Fund$12.1M
Apr 30, 2024
4%Mar 30, 2023 to now021-483092
W•• R••• E••••• O••••••••• F•••• L••Real Estate Fund$4.3M
Apr 30, 2024
1%Mar 30, 2012 to now021-70595
All 17 funds
FundTypeGross asset valueRelated shareReportedForm D
W•• I••••• O••••••••• F•••• L••Other Private Fund$2.4M
Apr 30, 2024
1%Mar 30, 2012 to now
W•• W••••••••• F•••• L••Other Private Fund$2.3M
Apr 30, 2024
1%Mar 30, 2012 to now
W•• I••••• O••••••••• F••• B• L••Other Private Fund$1.6M
Apr 30, 2024
2%Mar 30, 2012 to now021-73631
W•• I••••• O••••••••• F••• A• L••Other Private Fund$913,826
Apr 30, 2024
0%Mar 30, 2012 to now021-73236
W•• C•••••••• F•••• L•• · no longer reportedOther Private Fund$17.8M
Dec 3, 2012
0%Mar 30, 2012 to Apr 1, 2013021-127117
W•• D•••••• F••• L•• · no longer reportedOther Private Fund$6.0M
Nov 18, 2013
3%Dec 3, 2012 to Mar 28, 2014021-183116
W•• V•••••• F••• L•• · no longer reportedOther Private Fund$2.4M
Nov 18, 2013
19%Jul 10, 2012 to Mar 28, 2014021-179487
W•• V•••••• P•••••••• L•• · no longer reportedPrivate Equity Fund$145,063
Sep 29, 2017
4%Mar 30, 2012 to Mar 29, 2018
W•• A•••••••• F•••• L•• T•••••• 1• · no longer reportedOther Private Fund$67,776
Dec 2, 2015
100%Mar 28, 2014 to Mar 28, 2016021-203627
W•• C••••••• F•••• L•• • P•••••••• 1• · no longer reportedOther Private Fund$0
Mar 31, 2021
0%Mar 30, 2017 to Oct 14, 2021021-167845
W•• F•••••••• F•••• L•• • S•••• T••• T•••••• · no longer reportedOther Private Fund$0
Mar 31, 2021
4%Mar 28, 2014 to Oct 14, 2021021-135463
W•• S••••••••• F•••• L•• • T•••••• 1• · no longer reportedOther Private Fund$0
Mar 31, 2021
1%Mar 28, 2014 to Oct 14, 2021021-135282
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
1 positionsshow
Form 13F holdings

Top 1 positions of 0 for the quarter ended Sep 30, 2025; $0 shown of $0 reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
COM$00
Changes between the last two quarters
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
All 25 changes
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 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
2show
Sources and evidence
71show

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. 71 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+20 v••••••• b••••••• p••••• (4)
Data confidence
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (6 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (6 sources)
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($248,434,603)
+3 c••••••••• i••••••• u•••••••••
+10 F••• D• v••••••• l•••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (174)
Mandate confidence
no components; scored 0
Identity confidence
+45 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (H•••••• family)
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 71 observations
FactValueEffectiveSourceClass
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
Private funds reported (latest Form ADV)9Apr 30, 2024SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$91.7MApr 30, 2024SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Share of its funds owned by itself and related personsNApr 30, 2024SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Branch offices3Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices3Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices3Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Edgar entity typeotherSep 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
Edgar fts mention100Sep 12, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.sec.govFact
Family servedH•••••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Family servedH•••••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
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 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
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 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 positions0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions298Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions295Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions267Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions269Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.8BDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.8BSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.6BJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.5BMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Foundation ico signalD••••• E••••••••• • C••••••••• F••••••••• I••Dec 1, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation ico signalH•••••• F••••• F••••••••• I••Dec 1, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
HeadquartersTowson, MDSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersTowson, MDJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersTowson, MDMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersTowson, MDDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersTowson, MDSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersTowson, MDJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersTowson, MDMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Office type (stated)Outsourced family office
“••• Locked”
Sep 23, 2026DFX analyst research (General-assisted, every claim URL-cited) h•••••••.comFact
Website••• Locked
“••• Locked”
Sep 23, 2026DFX analyst research (General-assisted, every claim URL-cited) h•••••••.comFact
Website searchNot foundSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 19, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference

Not yet on record: direct investments, decision makers.