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P••• C•••••• L••

Multi-family officeNot hand-verified in 180 days· Chicago, IL

Multi-family office, based in Chicago, IL.

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

13F holdings
$2.5B
Form 13F
Last deployment
Aug 2026
The latest dated investment or commitment on record
Team (1)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 70% · 11 observations · 3 sourcesShow
Multi-family officeNot yet hand-verified1 people · 0 investments · 108 public positions · 3 events

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

Key claims on this profile have not been hand-verified in the last 180 days. Regulatory facts carry their filing dates; everything else is as of the date shown beside it.

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 41% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Multi-family office
Description
unknown
Headquarters
Chicago, IL
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $2.5B. These are different facts and are never added together.
Form 13F
$2.5B across 108 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 14, 2026Multi-family office 70%a filing by a third party describes it as a multi family office (cited)Fact
  • Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
1 peopleshow
PersonTitleResponsibilityBusiness contactSource
T•••• R••••••••Chief Operating Officer and Chief Compliance OfficerOperations and finance
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
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 108 for the quarter ended Jun 30, 2026; $2.4B shown of $2.5B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
H•••• C••• N••CL A$207M804,4848.5%
R•• B••••••• I••COM$187M290,2807.6%
T••••••• T••••••••• I••COM$163M244,2656.6%
A••••••• C•••CL A$131M743,7445.4%
S•• T••••••••• I••COM$109M445,2364.5%
A••••• I••COM$102M423,3764.2%
W•••• W•••• T••••••••• I••CL A$97.4M248,8964.0%
L•••• P••SHS$87.3M168,2383.6%
O•••••• A••••••••• I••COM$85.5M928,3113.5%
S•••••• M•• I••COM$82.6M394,3793.4%
P••••••••• C•••COM$81.1M82,9223.3%
R•• C•••COM$79.5M1,345,8393.2%
G•••• I••COM$67.0M885,7862.7%
C••• I••• I••CL A$55.9M120,7712.3%
A•••• F••••••••• T•••••••••COM$52.7M1,034,2932.2%
P••••••••• C•••COM$51.9M237,8082.1%
M••••••••• I•••••••••CL A$50.1M97,5352.0%
E•••• C••• P••SHS$48.4M113,5502.0%
A••• C•• G•••• L••ORD$48.2M496,9562.0%
U• S•••••••• I••CLASS A COM SHS$48.0M470,8622.0%
C••••••• P•••••• K••••• C•••COM$47.9M552,7012.0%
I••••••••• E••••••• I••COM$44.4M360,5211.8%
V••• I••COM CL A$42.1M122,5931.7%
C••••• I••COM$40.8M1,446,8441.7%
S•••••• W••••••• C•COM$40.5M117,6951.7%
W•••••• C•••COM$36.7M86,7671.5%
P••••••••• B••••••••• I••COM$33.7M461,0551.4%
A••••••• E•••••• C•COM$33.5M99,1141.4%
K•••••• C•• G•••• I••COM$31.1M94,2401.3%
O•• R•• I••• C•••COM$30.2M738,9801.2%
G•••••• B•••••• I•• N••COM$26.2M508,0741.1%
I••• C•••COM$24.6M108,2021.0%
D••• I••• I••COM$24.1M321,0721.0%
M•••••• I••COM CL A$22.9M579,8860.9%
I•••••• E••••••• T••••• F• T•S&P500 EQL WGT$18.5M87,0000.8%
A•••• I••COM$13.9M48,0580.6%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$11.7M15,6260.5%
S•• G••••• I••COM$11.7M28,6330.5%
M••••••• S•••••••• I••COM NEW$11.5M27,7420.5%
R•••••• I••COM$9.6M85,9920.4%
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
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 9, 2015Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
Sources and evidence
11show

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. 11 shown.

Score components
Freshness
+5 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (4031 days)
Contactability
no components; scored 0
Data confidence
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 i••••••••• s•••••• (2 sources)
Research priority
+8 m••••••••• o•••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1475)
Mandate confidence
no components; scored 0
Identity confidence
+70 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
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Edgar fts discoveryfamily officeSep 9, 2015SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) 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 positions108Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$2.5BJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersChicago, ILJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Office type (stated)Multi family officeSep 9, 2015SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Website searchNot foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference

Not yet on record: direct investments, decision makers.