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E••• C•••••• G••••

Multi-family office· San Francisco, CA

Multi-family office, based in San Francisco, CA.

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

13F holdings
$348M
Form 13F
Last deployment
Nov 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. No dated change on record yet.

Readings, classification basis and verificationidentity confidence 90% · 24 observations · 3 sourcesShow
Multi-family officeVerified Sep 14, 2026 (9 days ago)1 people · 0 investments · 73 public positions · 15 events

Why this class: E••• C•••••• G•••• was launched in San Francisco by Chad Boeding as a m••••••••• o••••• for ultra-high net worth clients and combined with IEQ Capital in 2024..

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 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
Overview
show
Classification
Multi-family office
Description
unknown
Headquarters
San Francisco, CA
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $348M. These are different facts and are never added together.
Form 13F
$348M across 74 positions, quarter ended Sep 30, 2024. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 14, 2026Multi-family office 90%E••• C•••••• G•••• was launched in San Francisco by Chad Boeding as a m••••••••• o••••• for ultra-high net worth clients and combined with IEQ Capital in 2024.Factverifiedprnewswire.com“••• Locked”
Team
1 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
J•• C••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Nov 14, 2024)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
Signals and timeline
show
No dated events beyond 13F filings.
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 74 for the quarter ended Sep 30, 2024; $338M shown of $348M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
I•••••• T•RUS 1000 ETF$62.0M197,27717.8%
V••••••• I•••• F••TOTAL STK MKT$59.0M207,57817.0%
I•••••• T•M••• A••• ETF$40.6M339,31311.7%
I•••••• G••• T•I•••••• NEW$24.9M501,3457.2%
M••• P•••••••• I••CL A$23.9M41,7836.9%
I•••••• T•CORE S&P SCP ETF$19.4M166,2175.6%
S••• G••• T•G••• SHS$16.9M69,6174.9%
R••••• I•••CL A$15.8M491,6354.5%
V••••••• I•••• F••S&P 500 ETF SHS$6.8M12,9182.0%
A••••••• C•••COM CL A$5.7M43,2821.6%
All 40 positionslargest value first
IssuerClassValueSharesWeight
V••••••• T••••••••• F••VAN F••• DEV MKT$4.9M93,6491.4%
A•••••• G•••• H••• L••SPONSORED ADS$4.9M46,3691.4%
V••••••• I••• E••••• I•••• F•TT WRLD ST ETF$4.8M39,8971.4%
S••• S•• 5•• E•• T•TR UNIT$4.4M7,7041.3%
A•••• I••COM$4.2M17,9601.2%
J••••• I••SPON ADS CL A$3.4M84,0631.0%
I•••••• T•RUSSELL 2000 ETF$3.1M14,2100.9%
V••••••• A•••••• F•• I••SMLCP 600 VAL$2.7M29,2750.8%
I•••••• T•CORE US AGGBD ET$2.6M26,0900.8%
I•••••• Q•• T•UNIT SER 1$2.4M4,9950.7%
S•••••• I••COM CL A$2.3M48,7870.7%
M•••••••• C•••COM$2.2M5,0160.6%
I•••••• T•NATIONAL MUN ETF$2.2M19,8100.6%
D•••••• I••CL A COM$1.9M16,7450.6%
W••••••••• T•CLOUD COMPUTNG$1.9M58,9940.5%
A••••• C•• I••COM$1.5M8,1710.4%
V••••••• S••••••••• F••••DIV APP ETF$1.4M6,9900.4%
A••••••• I••CAP STK CL C$1.2M7,2530.3%
T•••• I••COM$1.1M4,0830.3%
S••••• S•••••••• T•US BRD MKT ETF$1.0M15,6660.3%
P•••••• T••••••••• I••COM$945,55015,3200.3%
I•••••• T•IBOXX HI YD ETF$941,50511,7250.3%
S••• S•• T•PORTFOLIO S&P600$939,88720,6520.3%
I•••••• T•IBOXX INV CP ETF$914,4528,0940.3%
S••••••••• I••COM$861,1723,1420.2%
I•••••• T•RUS MID CAP ETF$856,8009,7210.2%
V••••••• S••• F••VG TL I••• STK F$761,55911,7630.2%
H•••••••• F••• U•• I••COM$723,78112,7650.2%
N••••• C•••••••••COM$679,9515,5990.2%
Q••••• T••••••••• I••COM$641,096825,9420.2%
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 12 changes
  • 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
  • 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
  • D•••• F••••• V••••••• L•• recurring (2) Fact sec.gov
  • D•••• F••••• V••••••• L•• recurring (2) Fact sec.gov
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
show
Sources and evidence
24show

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. 24 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 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)
+30 a•••••••••
Research priority
+8 m••••••••• o•••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1476)
Mandate confidence
no components; scored 0
Identity confidence
+90 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 24 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 positions74Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions67Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions66Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$348MSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$284MJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$251MMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSan Francisco, CASep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSan Francisco, CAJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSan Francisco, CAMar 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) prnewswire.comFact
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.