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G•••••••• L••

Multi-family officeTop 500· Albany, NY

Multi-family office, based in Albany, NY.

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

13F holdings
$1.6B
Form 13F
Last deployment
Oct 2024
The latest dated investment or commitment on record
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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: 14 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 75% · 32 observations · 4 sourcesShow
Multi-family officeVerified Sep 14, 2026 (9 days ago)1 people · 0 investments · 488 public positions · 17 events

Why this class: G•••••••• described itself as a m••••••••• o••••• and kept the books for several unrelated family foundations; it has since merged into Cerity Partners..

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 38% (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
Multi-family office
Description
unknown
Headquarters
Albany, NY
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$48.0M 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 $1.6B. Related foundation assets $48.0M. These are different facts and are never added together.
Form 13F
$1.6B across 488 positions, quarter ended Sep 30, 2024. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 14, 2026Multi-family office 75%G•••••••• described itself as a m••••••••• o••••• and kept the books for several unrelated family foundations; it has since merged into Cerity Partners.Factverifiedweb.archive.org“••• Locked”
  • Sep 14, 2026Candidate 40%named on a family foundation's 990-PF as keeps the books (B•••• F••••• F•••••••••)Inferenceapps.irs.gov“••• Locked”
Team
1 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
S••••• P••••Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Oct 31, 2024)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
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 14, 2026Classification changed••• Lockedc•••••••••Factweb.archive.org
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

Funds held by private foundations administered in this office's care, from their Form 990-PF. This office serves several families, so these are its clients' foundations' holdings, not the office's own allocations.

FundManagerHeld throughFoundation's fair valuePeriodBasis
B•• A•• F•••BBR AloN•••• a•• R••••• S• B•••• F•••••••••$698,332Aug 31, 2025Inference foundation tied to the office apps.irs.gov
B•• A•• F•••NANCY & ROBERT S BLANK FOUNDATION$698,332Aug 31, 2025Inference at the office's address apps.irs.gov
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 488 for the quarter ended Sep 30, 2024; $1.0B shown of $1.6B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
I•••••• C••• S•• 5•• E••ETF$106M183,3456.8%
I•••••• R•••••• 1••• G••••• E••ETF$71.8M191,2614.6%
S••• S•• 5•• E•• T••••ETF$59.9M104,4353.8%
N••••• C••••••••• C••Stock$52.6M433,5213.4%
A•••• I•• C••Stock$50.9M218,2903.3%
T••••••••• S••••• S••••• S••• F•••ETF$45.5M201,6542.9%
I•••••• C••• S•• S•••• C•• E••ETF$40.8M348,9732.6%
I•••••• R•••••• 1••• V•••• E••ETF$39.2M206,2802.5%
I•••••• C••• S•• M•••••• E••ETF$37.4M600,5222.4%
M•••••••• C••• C••Stock$37.0M85,9652.4%
All 40 positionslargest value first
IssuerClassValueSharesWeight
H••••• C••• S••••• S••••• S••• F•••ETF$33.7M218,9222.2%
V••••••• T•••• S•••• M••••• E••ETF$28.3M99,7751.8%
F•••••••• S••••• S••••• S••• F•••ETF$26.1M576,4231.7%
I•••••• 5••• Y••• I••••••••• G•••• C•••••••• B••• E••ETF$26.1M485,6511.7%
C••••••• D••••••••• S••••• S••••• S••• F•••ETF$22.8M113,7511.5%
J••••••• E••••• P•••••• I••••• E••ETF$22.4M375,8391.4%
I•••••• S•• 5•• G••••• E••ETF$20.1M209,7381.3%
S••• P•••••••• D•••••••• W•••• E•••• E••ETF$19.5M520,0101.3%
C••••••••• S••••••• S••••• S••••• S••• F•••ETF$18.3M202,6111.2%
I••••••••• S••••• S••••• S••• F•••ETF$17.8M131,3171.1%
I•••••• S•• 5•• E•••• W••••• T••••••••• E••ETF$17.4M461,2871.1%
I•••••• S•• 5•• V•••• E••ETF$17.0M86,4101.1%
A••••• C•• I•• C••Stock$15.4M82,8211.0%
J••••••• N••••• E••••• P•••••• I••••• E••ETF$14.6M266,3320.9%
V••••••• S•• 5•• E••ETF$13.7M25,9160.9%
V••••••• M•••••• E••ETF$13.2M50,0480.8%
I•••••• C••• M••• E••••• E••ETF$11.8M193,0020.8%
I•••••• N••••••• M••• B••• E••ETF$11.4M105,2710.7%
I•••••• C••• H••• D••••••• E••ETF$11.1M94,0530.7%
M••• P•••••••• I•• C• A•Stock$11.0M19,2810.7%
A••••••• I•• C•• S•• C• A•Stock$10.5M63,3110.7%
B••••••• I•• C••Stock$10.2M59,3020.7%
B•••••••• H••••••• I•• D•• C• B• N••Stock$10.2M22,2000.7%
S••• E••• S•••• 5• E••ETF$9.8M183,8160.6%
A••• C•••••• C••• C••CEF$9.2M440,3270.6%
A••••••• I•• C•• S•• C• C•Stock$9.1M54,5550.6%
J••••••• C•••• • C•• C••Stock$8.5M40,4860.5%
I•••••• C••• M••• E••• E••ETF$8.5M108,6610.5%
I•••••• 1•• Y••• I••••••••• G•••• C•••••••• B••• E••ETF$8.0M152,2470.5%
M••••••••• I••••••••• C• A•Stock$7.7M15,5730.5%
Changes between the last two quarters
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
All 13 changes
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• 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
Sources and evidence
32show

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. 32 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 days)
Contactability
no components; scored 0
Data confidence
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+8 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($39,713,875)
+8 m••••••••• o•••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (489)
Mandate confidence
no components; scored 0
Identity confidence
+75 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
View all 32 observations
FactValueEffectiveSourceClass
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, 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, 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 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 positions488Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions473Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions455Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.6BSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.4BJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.4BMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Foundation books keeperB•••• F••••• F•••••••••Dec 31, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation books keeperK•••• F••••• C••••• F•••••••••Dec 31, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation books keeperL••••••• F••••• F•••••••••Dec 31, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation books keeperC•••• E• C•• C••••••••• T•ustDec 31, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation books keeperNANCY & ROBERT S BLANK FOUNDATIONAug 31, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
HeadquartersAlbany, NYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAlbany, NYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAlbany, NYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Office type (stated)Multi family office
“••• Locked”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) web.archive.orgFact
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 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.