Family office profile

B••• C• F• D••••

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Boston, MACandidateidentity confidence 30%

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 · 58 observations · 4 sources
4 people · 0 investments · 85 public positions · 10 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.

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
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Profile completeness 44% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
unknown
Headquarters
Boston, MA
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$3.5M across 5 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. 13F disclosed value $238M. Related foundation assets $3.5M. These are different facts and are never added together.
Form 13F
$238M across 85 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
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
4 peopleshow
PersonTitleResponsibilityBusiness contactSource
C•••••• S••••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Jul 30, 2025)
sec.gov Fact
E••••• G• R••••••Compliance AssociateOperations and finance
phone: ••• Locked (published by the subject, Apr 9, 2026)
sec.gov Fact
E••••• R••••••Compliance AssociateOperations and finance
phone: ••• Locked (published by the subject, Jan 15, 2026)
sec.gov Fact
E•••• K••••Compliance AssociateOperations and finance
phone: ••• Locked (published by the subject, Jul 30, 2026)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
Investment mandate
show

••• Locked

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)
Public equity book
$225M 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
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show

Funds held by the family's private foundation, from its Form 990-PF: the foundation reports each fund by name with its fair value. They are the foundation's holdings, never an amount the office itself committed.

FundManagerHeld throughFoundation's fair valuePeriodBasis
7•••••••• D••••• I••••••••• O••••• F•••ZELL FAMILY FOUNDATION INC$76,384Nov 30, 2024Inference at the office's address apps.irs.gov
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 85 for the quarter ended Jun 30, 2026; $210M shown of $238M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
B•••••••• H••••••• I•• C• B• ••••COM CL B$15.6M31,1286.6%
C••••••••• I•• C••COM$15.1M14,2006.4%
A••••••• I•• C• A•COM CL A$13.7M38,3225.8%
M•••••••• C••• C••COM$12.2M32,6045.1%
E•••• M•••• C••• C••COM$11.5M84,0534.8%
B••••••• I•• C••COM$10.0M26,3504.2%
V••• I•• C• A•COM CL A$9.1M26,6303.8%
M•••• • C• I•• ••••COM$9.0M70,2833.8%
J•••••• • J•••••• C••COM$9.0M35,5003.8%
A•••• I•• C••COM$8.7M30,0023.7%
A••••• I•• C••COM$6.2M24,6002.6%
B••• O• A•••••• C••• C••COM$6.1M107,1982.6%
M••••••••• I•• C• A•COM CL A$5.7M11,1402.4%
C•••• L••••••COM$5.5M16,1652.3%
M••••••••• C••• C••COM$5.4M19,8002.3%
A•••••••• D••• P••••••••• I•• C••COM$5.3M23,7752.2%
J••••••• C•••• • C• C••COM$4.8M14,5512.0%
A••••• D•••••• I•• C••COM$4.7M11,9442.0%
C•••••• I•• C••COM$4.3M16,9001.8%
S•••••• C••• C••COM$4.1M13,0451.7%
Q••••••• I•• C••COM$4.0M21,5001.7%
P•••••• • G••••• C• C••COM$3.7M25,2741.6%
P•••••• I•• C••COM$3.1M22,9001.3%
P••••••••• C••• C••COM$3.0M3,1001.3%
A••••• L••••••••• C••COM$3.0M32,8001.3%
I••••• I•• C••COM$3.0M11,3501.2%
L••••••• M••••• C••• C••COM$2.7M5,2601.1%
B•••••• H••••••• I••COM$2.2M12,2500.9%
A•••••• M•••••••• I•• C••COM$2.2M3,0000.9%
N••••••• A• S•••••••• A••ADR$2.0M12,8000.8%
C••••• • D••••• I•• C••COM$1.8M18,1400.7%
D•••••• C••• C••COM$1.7M8,8500.7%
P••••• I•• C••COM$1.6M13,3300.7%
U•••• P•••••• C••• C••COM$1.5M5,6250.6%
E•• R•••••••• I•• C••COM$1.5M11,7500.6%
C••••••••• C• C••COM$1.5M16,2000.6%
G• A•••••••• C••COM$1.5M3,9360.6%
L•••• P••COM$1.5M2,8000.6%
A•••• I•• C••COM$1.4M4,0000.6%
O••••• C••• C••COM$1.4M9,8000.6%
Changes between the last two quarters
  • Jun 30, 2026 ••• 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
5show
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
58show

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. 58 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (10 days)
Contactability
+20 v••••••• b••••••• p••••• (3)
Data confidence
+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)
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($225,311,677)
+3 c••••••••• i••••••• u•••••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (634)
Mandate confidence
no components; scored 0
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••••• (10 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar former nameB••• C-F D••••Sep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar forms13F-HR,13F-HR/A,13F-NTSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar fts mention21Sep 12, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.sec.govFact
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 positions85Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions119Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions121Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions119Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions124Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions129Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions129Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$238MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$225MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$231MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$221MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$208MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$199MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$246MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBoston, MAJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBoston, MAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBoston, MADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBoston, MASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBoston, MAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBoston, MAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBoston, MADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Website searchnot_foundSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 20, 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