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P•••••• I••••••••• L•

Single family office (confirmed)Top 500· Summit, NJ

Single family office (confirmed), based in Summit, NJ.

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

Direct investments
Not established
Decision makers
Not established
13F holdings
$335M
Form 13F
Last deployment
Aug 2026
The latest dated investment or commitment on record
Team (5)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
Readings, classification basis and verificationidentity confidence 75% · 70 observations · 4 sourcesShow
Single family office (confirmed)Verified Sep 13, 2026 (10 days ago)5 people · 0 investments · 16 public positions · 51 events

Why this class: After returning outside capital in 2018, A••• F•••••••'s Summit NJ firm became a family office and GuruFocus coverage names P•••••• I•••••••• as that family office..

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.

Overview
show
Profile completeness 59% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Single family office (confirmed)
Description
••• Locked
Headquarters
••• Locked
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $335M. These are different facts and are never added together.
Form 13F
$335M across 16 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Single family office (confirmed) 75%After returning outside capital in 2018, A••• F•••••••'s Summit NJ firm became a family office and GuruFocus coverage names P•••••• I•••••••• as that family office.Factverifiedfinance.yahoo.com“••• Locked”
  • Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference
Family and wealth origin
show
Family served
A••• P• F••••••• and family (wife J•••••••, four children)
Source of wealth
••• Locked
Operating company origin
P•••••• Capital Management, L.L.C. (Summit, NJ long/short equity hedge fund seeded with $12 million from David Tepper)
Team
5 peopleshow
PersonTitleResponsibilityBusiness contactSource
A•••••• L• F••••••• familyTrustee, F••••••• Family FoundationFamily principal · investment decisionsnone on record
A••• P• F••••••• familyAuthorized Person / principal, P•••••• I••••••••• L•; founder of P•••••• Capital Management; President, F••••••• Family FoundationFamily principal · investment decisionsnone on record
sec.gov Fact
E•••••••• B• F••••••• familyTrustee, F••••••• Family FoundationFamily principal · investment decisionsnone on record
J••••••• L• F••••••• familySecretary-Treasurer, F••••••• Family FoundationFamily principal · investment decisionsnone on record
A••• F•••••••Authorized PersonOther
phone: ••• Locked (published by the subject, Aug 14, 2026)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
Investment mandate
show

••• Locked

Stated (their words, cited)
Asset classes
••• Locked Inference finance.yahoo.com
“••• Locked”
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$361M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
Concentrated public equity portfolio (13F: 15 to 17 positions) managed directly by the principal; no private direct deals found in public sources
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
16 positionsshow
Form 13F holdings

Top 16 positions of 16 for the quarter ended Jun 30, 2026; $335M shown of $335M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
S••••••• A••••••• M•••• I••COM SHS$42.4M478,00012.6%
A••••• C•• I••COM$38.6M162,00011.5%
M•••••••• C•••COM$37.3M100,00011.1%
E••••••• C•••CL A$27.6M271,8618.2%
P•••••••• S•••••••• I••COMMON STOCK$24.6M689,0007.3%
T•••••••• G•••• I••COM$22.3M16,7716.7%
G• V•••••• I••COM$18.2M15,5005.4%
V••••• H••••••• C•COM CL A$18.1M54,0005.4%
E••••• E••••• C•••••••••COM$17.9M196,0005.3%
V•••••• I••• I••COM$17.3M30,0005.2%
A••••••• I••CAP STK CL A$17.1M47,9005.1%
A••••• R•••••••• C•••COM$16.9M480,0005.0%
F•••••••• C•••COM$15.6M210,0004.6%
V•••••••• P••ORDINARY SHARES$12.6M300,3783.8%
Q•• I••COM NEW$8.5M492,0002.5%
G••• H••••••• L••••••*W EXP 99/99/999$3,56880,0000.0%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
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  • Jun 30, 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
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•••••••••Factfinance.yahoo.com
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov
Sources and evidence
70show

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. 70 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (9 days)
Contactability
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 d•••••••••
+10 s••••• m••••••
+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
+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($361,014,702)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (127)
Mandate confidence
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+75 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•••• (••• Locked)
+20 f••••• p•••••••• o• s••••
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
FactValueEffectiveSourceClass
Asset classes••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) finance.yahoo.comInference
Decision rights••• Locked
“/s/ A••• F•••••••”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govInference
Description••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) sites.wit.eduFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Family involvement••• Locked
“JENNIFER L FOURNIER SECRETARY-TREASURER”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) grantmakers.ioFact
Family served••• Locked
“••• Locked”
Sep 13, 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••• 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
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 admission signalnon_adviser_filerDec 31, 2025SEC 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
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
13F positions16Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions17Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions17Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions15Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions16Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions19Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions16Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$335MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$361MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$418MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$372MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$334MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$383MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$354MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Formation year••• Locked
“••• Locked”
Mar 28, 2018DFX analyst research (General-assisted, every claim URL-cited) institutionalinvestor.comFact
Former name••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) institutionalinvestor.comInference
Headquarters••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
HeadquartersSummit, NJJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSummit, NJMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSummit, NJDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSummit, NJSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSummit, NJJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSummit, NJMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSummit, NJDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal entity••• Locked
“P•••••• I••••••••• L•”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Liquidity event••• Locked
“••• Locked”
Mar 28, 2018DFX analyst research (General-assisted, every claim URL-cited) institutionalinvestor.comFact
Office type (stated)single_family_office
“manager of the P•••••• I•••••••• family office”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) finance.yahoo.comFact
Operating company origin••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) institutionalinvestor.comFact
Philanthropy programEducation reform focus: charter schools, need-based scholarships
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) seedsaccess.orgFact
Philanthropy program••• Locked
“EIN: 20-2015176”
Dec 1, 2024DFX analyst research (General-assisted, every claim URL-cited) projects.propublica.orgFact
Source of wealth••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) seedsaccess.orgFact
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 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference