DFX Intelligence

Family office profile

S••• C•••••• L••

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New York, NYCandidateidentity confidence 30%Top 500 by research prioritys•••••••••.com

Why this class: 13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company.

Not yet hand-verified

Last observed Sep 23, 2026 · 78 observations · 4 sources

1 people · 15 investments · 421 public positions · 689 events

This entity is a candidate. One public signal put it on the graph (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company); it is not counted as a confirmed family office and nothing below should be read as saying it is one.

Direct investing

high

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: external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview

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Profile completeness 47% (high value, high value shallow; the most valuable missing fact is classification)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Classification: Candidate
Description: unknown
Headquarters: New York, NY
Office address: unknown
Business phone: unknown
Website: s•••••••••.com
Year established: unknown
Assets under management: unknown
Foundation assets (IRS): $1 across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale: Reported office AUM: unknown. 13F disclosed value $1.6B. Related foundation assets $1. These are different facts and are never added together.
Form 13F: $1.6B across 482 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

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

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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

Person	Title	Responsibility	Business contact	Source
E••• F•••••	Chief Financial Officer	Operations 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

W••••••: ••• Locked (published by the subject) s•••••••••.com

Investment mandate

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••• Locked

Stated (their words, cited)

No cited statement of mandate on the record.

Observed (from the investment record)

States: none Fact
Control: passive (15) Fact
Sectors: none Fact
Subsectors: none Fact
Co investors: none Fact
Asset classes: public equity (15) Fact
Direct vs fund: Fund: 0 · Direct: 15 · Real estate: 0 Fact
Sponsors backed: none Fact
Investment count: 15 Fact
Investment kinds: public stake 13g (15) Fact
First and last deal: Last: 2026-06-01 · First: 2021-04-21 Fact
Lead vs participant: unknown (15) Fact
Disclosed check sizes: Max: unknown · Min: unknown · Count: 0 Fact
••• Locked

Inferred (regulatory shape and team)

Public equity book: $1.2B 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

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No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.

Fund and manager relationships

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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

40 positionsshow

Stakes the office filed (Schedule 13D, 13G, Section 16)

From EDGAR's index of the office's own filings. A 13D is a stake of 5% or more held with intent, a 13G one held passively, a Form 3, 4 or 5 the office as an insider of the issuer. The size of the stake is inside each filing and is not shown here.

First filed	Issuer	Filed as	Filings
Jun 1, 2026	X••••••••• F••••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
May 18, 2026	D••• T••••••••• G••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
Apr 9, 2026	A•• C•••••••• S•••••••• C••••	Schedule 13G (passive)	••• Locked sec.gov
Jan 27, 2026	R••••• T••••••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
Oct 31, 2025	N•••••••• T••••••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
Oct 3, 2025	d•• S•••••• T••••••••• G••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
May 29, 2025	O••••• T••••••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
Apr 17, 2025	C••• T••••• I••	Schedule 13G (passive)	••• Locked sec.gov
Dec 4, 2024	N•••• C•••	Schedule 13G (passive)	••• Locked sec.gov
Aug 3, 2023	G••••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
Feb 13, 2023	E•••• T••••••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
Feb 13, 2023	T••••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
Oct 20, 2022	P••••••••• B••••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
Jul 5, 2022	T••••• B•••• C•••	Schedule 13G (passive)	••• Locked sec.gov
Apr 21, 2021	H•••••• I•••	Schedule 13G (passive)	••• Locked sec.gov

Form 13F holdings

Top 40 positions of 482 for the quarter ended Jun 30, 2026; $925M shown of $1.6B reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
S•••• S•• S••• S•• 5•• E•• T• Call	TR UNIT	$75.1M	100,500	4.8%
T••••••• I••••••••• S•••••• Call	COM	$68.9M	275,500	4.4%
F••• A••••••• L••	SHS	$62.7M	231,850	4.0%
C•••••••• I••	COM	$54.3M	1,787,000	3.5%
I•••••• T• Put	RUSSELL 2000 ETF	$48.6M	161,800	3.1%
M••• P•••••••• I•• Call	CL A	$43.1M	76,500	2.8%
B•••• I•• Call	SPON ADR REP A	$42.3M	370,000	2.7%
P•••••••• T••••••••• I••	COM	$37.6M	4,641,331	2.4%
P•••••••• T••••••••• I•• Call	COM	$29.4M	3,619,000	1.9%
A••••• C•• I•• Call	COM	$27.8M	116,800	1.8%
N••••• C••••••••• Call	COM	$26.8M	134,100	1.7%
S•••• S•• S••• S•• 5•• E•• T• Put	TR UNIT	$26.4M	35,300	1.7%
C•••••• H•••• I••	COM NEW	$25.1M	857,900	1.6%
G•••• L•• L••	SHS	$21.7M	435,000	1.4%
S•••• E••••••••• T•••• C•••	CLASS A COM STK	$21.7M	126,807	1.4%
H•••••••• I••• I•• Call	COM	$21.5M	96,000	1.4%
X••••••••• F•••••• I••	COM CL A	$18.6M	2,694,483	1.2%
N••••• C•••••••••	COM	$16.9M	84,650	1.1%
P••• J•••• I••• I••	COM	$16.6M	450,966	1.1%
A••••• C•• I••	COM	$15.4M	64,449	1.0%
G•• G•••• I••	COM	$14.5M	489,900	0.9%
A•• C•••••••• S•••••••• C•••	COM	$14.5M	2,487,000	0.9%
T•••••• S••••• C• Call	COM	$13.6M	430,000	0.9%
I•••••• T• Put	20 YR TR BD ETF	$13.1M	152,000	0.8%
B•••••••• S• L••••• I••	COM	$12.0M	745,952	0.8%
U•• T•••• C• I••	COM	$11.5M	1,349,983	0.7%
R•••••••• M••• I•• Call	COM CL A	$11.4M	114,000	0.7%
W••••• B••• D•••••••• I••	COM SER A	$11.4M	428,668	0.7%
H•••••••• A•••••••• I••	COM	$11.3M	50,902	0.7%
D••• T••••••••• G•••• I••	COM	$11.2M	931,635	0.7%
M•••••••• A••••••••• V• C•••	CL A	$10.8M	1,000,000	0.7%
T••••• F••••• S••••••••• I••	COM	$10.7M	21,430	0.7%
T••••• H••••••••• C•••	COM	$10.3M	505,000	0.7%
C•••••••• C•• C••• X•	CL A ORD SHS	$10.1M	580,901	0.7%
A••••••• I•• Call	CAP STK CL A	$10.0M	28,000	0.6%
F••• I••••••••• I••	COMMON STOCK	$9.9M	2,134,051	0.6%
T••••• B•••• C•••	COM NEW	$9.9M	794,311	0.6%
A•••••• G•••• H••• L•• Call	SPONSORED ADS	$9.8M	101,900	0.6%
C•••• C•••	COM NEW	$9.2M	18,700	0.6%
Q••••••••• I••	CL A COM	$8.9M	109,133	0.6%

Changes between the last two quarters

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Real estate

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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

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No co-investor on the record.

Independent sponsor relationships

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No cited relationship to an independent sponsor.

Related entities

1show

Signals and timeline

1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov

Sources and evidence

78show

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. 78 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)

Contactability

+10 v••••••• b••••••• p••••• (1)

Data confidence

+10 w••••••

+10 p•••••

+15 i•••••••••

+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•••

+20 w••••••

+30 i••••••••• s•••••• (4 sources)

Research priority

+15 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,197,561,404)

+3 c••••••••• i••••••• u•••••••••

+15 d••••• i••••••••• o• r•••••

+5 n• d••••••••• y•• •••••••• w•••• a•• o•••

+0 r••• (82)

Mandate confidence

+70 m•••••• s•••••••• b• o••••••• i•••••••••

Identity confidence

+30 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••••• (1 days)

External manager propensity

no components; scored 0

Direct investment propensity

+70 o••••••• d••••• i••••••••• (15 on the record)

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Edgar forms	13F-HR,3,4,N-PX,SC 13G,SC 13G/A,SCHEDULE 13G,SCHEDULE 13G/A	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	non_adviser_filer	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-06-30	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	482	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	471	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	484	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	409	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	314	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	309	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	305	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.6B	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.2B	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$969M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$1.2B	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$873M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$687M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$660M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	X••••••••• F••••••• I•••	Jun 1, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	D••• T••••••••• G••••• I•••	May 18, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	A•• C•••••••• S•••••••• C••••	Apr 9, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	R••••• T••••••••• I•••	Jan 27, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	N•••••••• T••••••••• I•••	Oct 31, 2025	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	••• Locked	Oct 3, 2025	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	O••••• T••••••••• I•••	May 29, 2025	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	C••• T••••• I••	Apr 17, 2025	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	N•••• C•••	Dec 4, 2024	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	G••••••• I•••	Aug 3, 2023	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	T••••••• I•••	Feb 13, 2023	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	E•••• T••••••••• I••• (XELA, XELAP)	Feb 13, 2023	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	P••••••••• B••••••• I•••	Oct 20, 2022	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	T••••• B•••• C•••	Jul 5, 2022	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	H•••••• I•••	Apr 21, 2021	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Website	••• Locked	Sep 12, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) s•••••••••.com	Inference
Website read	site-fo-3	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Website read	site-fo-3	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Website read	site-fo-3	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
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