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C•••••• F••••• A•••••••• L••

CandidateNot hand-verified in 180 days· New York, NY

Candidate, based in New York, NY.

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

Direct investments
Not established
Decision makers
1
The office's site, Form ADV Schedule A and filings
Regulatory AUM
$608M
Form ADV, Item 5.F
Last deployment
Not established
Team (1)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
This entity is a candidate. One public signal put it on the graph; it is not counted as a confirmed family office and nothing below should be read as saying it is one.
Why this matters
Readings, classification basis and verificationidentity confidence 45% · 35 observations · 2 sourcesShow
CandidateNot yet hand-verified1 people · 0 investments · 0 public positions · 1 events

Why this class: registered adviser with a family-named firm (investments, holdings, capital, wealth).

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 25% (low 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
New York, NY
Office address
••• Locked
Business phone
••• Locked
Website
c•••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. Regulatory AUM $608M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$608M as of Mar 5, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Jun 10, 2016 · 4 employeesFact
Client mix (Form ADV 5.D)
High net worth individuals: 20 ($608M)Fact
Classification history
  • Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)Inference
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
1 peopleshow
PersonTitleResponsibilityBusiness contactSource
M•••••• A•••••• M••••••Managing Member, Chief Compliance Officer and FounderLeadershipnone on record
Office contact points
Business phone: ••• Locked (published by the subject) a•••••••••.s••.gov
Office address: ••• Locked (published by the subject) a•••••••••.s••.gov
W••••••: ••• Locked (published by the subject) c•••••.com
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
show
Form 13F holdings
No 13F filing on the record for this office.
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
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.

Sources and evidence
35show

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. 35 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+10 r••••••••• r•••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+20 i••••••••• s•••••• (2 sources)
Research priority
+14 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($608,325,779)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (1265)
Mandate confidence
no components; scored 0
Identity confidence
+45 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 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 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Form ADV admission signalnameMar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Form ADV admission signalname,services_descriptionMar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Latest Form ADV filing2026-03-05Mar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)C•••••• F••••• A•••••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)C•••••• F••••• A•••••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)C•••••• F••••• A•••••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)C•••••• F••••• A•••••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other services (Form ADV)FAMILY OFFICE SERVICES AND CONSOLIDATED REPORTINGMar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,selection_of_other_advisers,otherMar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Form ADV statusApprovedMar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
SEC status effective2016-06-10Mar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Business phone••• LockedMar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
High net worth clients20Mar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Client mix (Form ADV 5.D){"high_net_worth_individuals":{"clients":20,"raum_usd":608325779,"fewer_than_5":false}}Mar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Employees4Mar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
HeadquartersNew York, NYMar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Legal formLimited Liability CompanyMar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Office address••• LockedMar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Private funds advised0Mar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Private fund gross assets$0Mar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
R••• accounts20Mar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
R••• hnw usd$608MMar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
R••• usd$608MMar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Schedule a rows1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) r••••••.a•••••••••.s••.govFact
Website••• LockedMar 5, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••.comFact