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A••••••• F••••• O•••••• L••

Multi-family officeNot hand-verified in 180 days· Bedford, NH

Multi-family office, based in Bedford, NH.

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

Regulatory AUM
$315M
Form ADV, Item 5.F
Last deployment
Jul 2026
The latest dated investment or commitment on record
Team (3)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% · 98 observations · 4 sourcesShow
Multi-family officeNot yet hand-verified3 people · 0 investments · 49 public positions · 14 events

Why this class: registered adviser named as a family office serving many clients: a m••••••••• o••••• by construction.

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 56% (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
Multi-family office
Description
unknown
Headquarters
Bedford, NH
Office address
••• Locked
Business phone
••• Locked
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $254M. Regulatory AUM $315M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$315M as of Mar 4, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Oct 3, 2022 · 8 employeesFact
Client mix (Form ADV 5.D)
Individuals: 81 ($31.0M); Pension plans: 2 ($10.8M); High net worth individuals: 84 ($273M)Fact
Form 13F
$254M across 49 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
  • Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
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
3 peopleshow
PersonTitleResponsibilityBusiness contactSource
M••• A••••• W••••••••MemberLeadershipnone on record
B••••• L•• W••••••Chief Compliance OfficerOperations and financenone on record
B••••• W••••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Jul 13, 2026)
sec.gov Fact
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
Office address: ••• Locked (published by the subject) sec.gov
Website: ••• Locked (published by the subject) adviserinfo.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
$230M 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
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 49 for the quarter ended Jun 30, 2026; $251M shown of $254M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
V••••••• I•••• F••S&P 500 ETF SHS$42.1M61,31316.6%
D••••••••• E•• T••••US COR EQU 2 ETF$30.2M681,65311.9%
V••••••• S••••••••• F••TOTAL WLD BD ETF$25.7M375,70610.1%
D••••••••• E•• T••••CORE FIXE IN ETF$21.4M506,3668.4%
V••••••• S••••••••• F••LONG TERM TREAS$13.0M234,9005.1%
V••••••• T••••••••• F••VAN FTSE DEV MKT$12.7M178,8315.0%
V••••••• M•••••• F••STRM INFPROIDX$10.6M211,0894.2%
V••••••• I••• E••••• I•••• F•FTSE EMR MKT ETF$10.4M173,6924.1%
V••••••• I•••• F••SM CP VAL ETF$8.4M34,7523.3%
D••••••••• E•• T••••US EQUI MARK ETF$7.3M88,7172.9%
V••••••• S••••••••• F••VNG RUS1000GRW$7.2M56,6482.9%
V••••••• B• I•••• F••TOTAL BND MRKT$7.2M97,7082.8%
V••••••• I•••• F••SMALL CP ETF$6.8M22,3992.7%
V••••••• I•••• F••TOTAL STK MKT$4.0M10,8661.6%
D••••••••• E•• T••••NATL MUN BD ETF$3.9M80,6631.5%
V••••••• I•••• F••SML CP GRW ETF$3.7M10,0841.5%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$3.4M4,5561.3%
A••••••• C•••• E•• T•AVANTIS EMGMKT$3.2M33,2741.3%
D••••••••• E•• T••••US SMALL CAP ETF$3.0M37,0191.2%
I•••••• T•GLOBAL REIT ETF$3.0M108,4091.2%
D••••••••• E•• T••••I••• SMALL CAP E$2.7M78,1271.1%
V••••••• S••••••••• F••VNG RUS1000VAL$2.7M25,0881.1%
D••••••••• E•• T••••I••• SMALL CAP V$2.5M63,1871.0%
D••••••••• E•• T••••US MKTWIDE VALUE$2.2M39,2450.9%
D••••••••• E•• T••••INTERNATNAL VAL$2.0M37,8930.8%
I•••••• T•RUSSELL 2000 ETF$1.5M4,8480.6%
A••••••• C•••• E•• T•US EQT ETF$1.2M9,6510.5%
D••••••••• E•• T••••US TARGETED VLU$1.2M17,3690.5%
A••••••• C•••• E•• T•I••• EQT ETF$1.2M13,2180.5%
V••••••• I•••• F••VALUE ETF$1.1M5,1090.4%
D••••••••• E•• T••••GLOB CO PLUS ETF$818,15315,0230.3%
I•••••• T•I••• DEV SML CP$682,44413,5540.3%
D••••••••• E•• T••••US SMALL CAP ETF$673,78217,3700.3%
I•••••• T•EAFE VALUE ETF$654,5388,5500.3%
B•••••• W• R• C•••COM$530,3157,5190.2%
I•••••• T•20 YR TR BD ETF$515,8415,9690.2%
D••••••••• E•• T••••EMERGING MKTS CO$502,96112,3760.2%
V••••••• I••• E••••• I•••• F•FTSE SMCAP ETF$463,6933,0050.2%
V••••••• I•••• I•••• F•0 3 MO TR BI ETF$463,6916,1270.2%
I•••••• T•RUS 2000 VAL ETF$399,3051,8050.2%
Changes between the last two quarters
  • Jun 30, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• 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
1show
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 11, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
98show

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. 98 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (M••• A••••• W•••••••• (Member))
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
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•••••• ($315,255,207)
+8 m••••••••• o•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (526)
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
+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
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-04Mar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)A••••••• F••••• O•••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)A••••••• F••••• O•••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)A••••••• F••••• O•••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)A••••••• F••••• O•••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)Financial planning, portfolio management individuals, pension consulting, educational seminarsMar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2022-10-03Mar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices5Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices5Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices5Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices5Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients84Mar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Individuals: clients: 81; RAUM usd: 30,997,440; Fewer than 5: no; Pension plans: clients: 2; RAUM usd: 10,795,976; Fewer than 5: no; High net worth…Mar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
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
Employees8Mar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.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 signalnameJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC 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 positions49Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions47Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions48Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions49Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions46Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions46Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions43Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$254MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$230MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$233MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$225MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$212MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$197MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$198MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBedford, NHJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBedford, NHMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBedford, NHMar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersBedford, NHDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBedford, NHSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBedford, NHJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBedford, NHMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBedford, NHDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedMar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised0Mar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)167Mar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$273MMar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$315MMar 4, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows2Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.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 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.