A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

S•••••••• B••••••••• L••

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Atlanta, GAOutsourced family office provideridentity confidence 60%s•••••••••.net

Why this class: registered adviser offering family office services among its advisory services ('family office services').

Not yet hand-verified
Last observed Sep 20, 2026 · 78 observations · 3 sources
6 people · 0 investments · 635 public positions · 314 events

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 53% (medium value, medium; the most valuable missing fact is direct inv•••ments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Outsourced family office provider
Description
unknown
Headquarters
Atlanta, GA
Office address
2200 CENTURY PARKWAY, SUITE 500, Atlanta, GA, 30345
Business phone
678-954-4130
Website
s•••••••••.net
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $1.7B. Regulatory AUM $2.5B. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$2.5B as of Mar 20, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Oct 28, 2016 · 57 employeesFact
Client mix (Form ADV 5.D)
Individuals: 2432 ($758M); Corporations: 45 ($14.0M); Pension plans: 106 ($28.2M); Charitable organizations: 17 ($1.8M); High net worth individuals: 906 ($1.7B)Fact
Form 13F
$1.7B across 639 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office services')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
6 peopleshow
PersonTitleResponsibilityBusiness contactSource
A••• E•••• T••••Vice President, FinanceLeadershipnone on record
J••••• K••••••••• C•••••••Vice President, Technology and InformationLeadershipnone on record
J•••• A•• S•••••••PresidentLeadershipnone on record
G•••••• H••••Chief Compliance OfficerOperations and financenone on record
S•••• E•••••Advisory Operations ManagerOperations and finance
phone: 6789544033 (published by the subject, Apr 29, 2026)
sec.gov Fact
M•••••• B••••EVP, Chief Growth OfficerOthernone on record
Office contact points
Business phone: 678-954-4130 (published by the subject) adviserinfo.sec.gov
Office address: 2200 CENTURY PARKWAY, SUITE 500, Atlanta, GA, 30345 (published by the subject) adviserinfo.sec.gov
Office address: 2200 CENTURY PARKWAY, STE.500, Atlanta, GA, 30345 (published by the subject) sec.gov
W••••••: s•••••••••.net (published by the subject) xn--s-1hnaaaaaaaa.net
Investment mandate
show

inferred only: public equity book 1720046271.0

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
$1.7B 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 639 for the quarter ended Mar 31, 2026; $772M shown of $1.7B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
A•••••• U••• E••••• E••ETF$49.9M448,6332.9%
N••••• C••••••••• C••Stock$42.4M243,0592.5%
V••••••• V•••• E••ETF$40.7M207,5462.4%
V••••••• G••••• E••ETF$40.2M92,1332.3%
I•••••• C••• T•••• U•• B••• M••••• E••ETF$35.5M767,4962.1%
I•••••• U••• T••••••• B••• E••ETF$31.4M1,371,6831.8%
A•••• I•• C••Stock$30.4M119,8141.8%
A•••••• I••••••••• E••••• E••ETF$29.9M352,1641.7%
I•••••• M••• U•• Q•••••• F••••• E••ETF$26.4M137,4941.5%
I•••••• M••• E••• V•••• E••ETF$22.8M306,7381.3%
I•••••• U••• E••••• F••••• R••••••• A••••• E••ETF$22.7M389,6051.3%
S•••• S••••• S••• P•••••••• S•• 5•• E••ETF$19.5M254,2301.1%
C•••••• G•••• G••••• E••ETF$19.3M481,0311.1%
A••••••• I•• C•• S•• C• A•Stock$19.1M66,4641.1%
I•••••• C••• M••• E••••••• M•••••• E••ETF$18.7M268,2911.1%
S•••• S••••• S••• S•• 5•• E••ETF$18.1M27,7601.0%
M•••••••• C••• C••Stock$17.7M47,8891.0%
A••••• C•• I•• C••Stock$17.2M82,5711.0%
I•••••• C••• S•• 5•• E••ETF$16.6M25,3591.0%
V••••••• T•••• S•••• M••••• E••ETF$15.8M49,1410.9%
A•••••• U••• Q•••••• E•• S•• A•••••• U• G••••• E••••• E••ETF$15.1M266,1740.9%
V••••••• M••••••••• S••••••••• E••ETF$14.6M310,2660.8%
F• V••• L••••••• B••••• E••ETF$14.1M417,2910.8%
V••••• H••••••• C• C•• C• A•Stock$14.1M56,1350.8%
S••• G••• S•••••ETF$13.3M30,8720.8%
C•••••• G•••• U••• S•••• A•• M•• C•• E••ETF$13.2M449,6310.8%
V••••••• S•• 5•• E••ETF$12.8M21,3570.7%
C•••••• G•••• C••• E••••• E••ETF$12.8M331,9580.7%
I•••••••• D•••••• W••••• S••••• E••ETF$12.1M360,9880.7%
V••••••• F••• D•••••••• M•••••• E••ETF$11.8M184,8860.7%
E•• L•••• • C• C••Stock$11.3M12,2660.7%
A•••••• U••• L•••• C•• E••••• E••ETF$11.0M142,3000.6%
I•••••• A••• I••••••••• A•• T••• A••••• E••ETF$10.9M331,3490.6%
I•••••• M••• U•• M••••••• F••••• E••ETF$10.5M43,8560.6%
I•••••• U••• T••••••• R••••••• A••••• E••ETF$10.5M289,9840.6%
P•••• U• C••• C••• 1•• E••ETF$10.5M167,1550.6%
I•••••• I••••••••• C•••••• R••••••• A••••• E••ETF$10.1M315,6270.6%
3•••• D•••••• F•••• I••••• E••ETF$10.1M407,4090.6%
C•••••• G•••• G••••• E••••• E••ETF$9.9M323,8390.6%
W•••••• I•• C••Stock$9.6M77,5840.6%
Changes between the last two quarters
  • Mar 31, 2026 S•••••••• B••••••••• L•• increased Ishares Core 80/20 Aggressive Allocation Etf 28,107 -> 46,379 shares ($2,517,262 -> $4,104,058) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• increased Ishares Core 60/40 Balanced Allocation Etf 16,318 -> 45,770 shares ($1,060,809 -> $2,945,287) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• increased First Trust Preferred Securities & Income Etf 92,073 -> 115,308 shares ($1,677,562 -> $2,046,713) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• increased State Street Blackstone Senior Loan Etf 82,242 -> 105,463 shares ($3,394,127 -> $4,233,285) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• increased Intuitive Surgical Inc Com New 2,996 -> 4,410 shares ($1,696,815 -> $2,032,966) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• increased Goldman Sachs Nasdaq-100 Premium Income Etf 29,396 -> 41,529 shares ($1,554,167 -> $2,055,294) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• increased Global X Defense Tech Etf 82,283 -> 122,591 shares ($5,331,116 -> $8,684,321) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• reduced KKR & Co Inc Com 53,249 -> 24,145 shares ($6,788,201 -> $2,233,426) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• reduced Ishares Jp Morgan Usd Emerging Markets Bond Etf 36,786 -> 8,883 shares ($3,541,801 -> $834,419) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• reduced Ishares 20 Year Treasury Bond Etf 23,168 -> 15,637 shares ($2,019,348 -> $1,355,535) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• opened a $10,148,355 position in I•••••• I••••••••• C•••••• R••••••• A••••• E•• (315,627 shares) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• reduced 3edge Dynamic International Equity Etf 86,469 -> 11,183 shares ($2,453,989 -> $316,813) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• reduced Invesco S&p 500 Momentum Etf 18,487 -> 11,841 shares ($2,205,816 -> $1,327,524) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• reduced Ishares S&p 100 Etf 49,662 -> 13,622 shares ($17,032,648 -> $4,332,752) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• reduced Ishares Silver Trust 64,522 -> 40,381 shares ($4,156,482 -> $2,751,535) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• reduced Ishares Gold Trust 134,802 -> 81,897 shares ($10,941,840 -> $7,219,998) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• reduced Apollo Global Mgmt Inc Com 35,316 -> 21,202 shares ($5,112,405 -> $2,362,273) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• increased Advanced Micro Devices Inc Com 7,436 -> 26,021 shares ($1,592,494 -> $5,293,452) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• increased 3•••• D•••••• F•••• I••••• E•• 270,182 -> 407,409 shares ($6,659,988 -> $10,077,263) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• increased I•••••• C••• S•• 5•• E•• 15,096 -> 25,359 shares ($10,339,902 -> $16,564,435) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• increased Simplify Barrier Income Etf 87,766 -> 146,263 shares ($2,295,951 -> $3,589,295) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• increased RTX Corporation Com 5,022 -> 19,139 shares ($920,987 -> $3,691,932) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• increased Calamos Autocallable Income Etf 168,151 -> 367,217 shares ($4,496,358 -> $9,231,841) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• increased Zacks Quality International Etf 62,344 -> 78,299 shares ($1,653,569 -> $2,110,939) sec.gov
  • Mar 31, 2026 S•••••••• B••••••••• L•• increased Ishares 7-10 Year Treasury Bond Etf 17,987 -> 23,278 shares ($1,729,628 -> $2,221,673) 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
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 discoveredS•••••••• B••••••••• L•• found on the SEC adviser roster (services_description)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
78show

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. 78 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+40 n•••• d••••••••• (J•••• A•• S••••••• (President); J••••• K••••••••• C••••••• (Vice President, Technology and Information); A••• E•••• T•••• (Vice President, Finance))
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+17 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($2,535,734,578)
+0 r••• (1119)
Mandate confidence
no components; scored 0
Identity confidence
+60 c••••••••• (OUTSOURCED_FAMILY_OFFICE (registered adviser offering family office services among its advisory services ('family office services')))
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••••• (6 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 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalservices_descriptionMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-20Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)Advicepoint LLC | The Wealth Plan Company | The Retirement Coach | The Baker Financial Group | S•••••••• B••••••••• L•• | Sherpa Financial Advisors | Prehmus Financial Partners | Oakpoint Investment Partners | Midwest Wealth Management | Metaparadigm Wealth Management | Life Income | LFA Private Wealth Management | Lehner Shope Wealth Group | Keen & Pocock Financial Partners | Goodwin Wealth | Gencrest Capital Partners | Fr••• Reynolds & Company | Family Wealthcare | Desert Grove Investments | Cornerstone Wealth Management | Compass Wealth Management | Compass Financial Services | Clarity Financial Advisors | Bshapiro Financial | Bourne Financial Coaching | Benko Financial Services | BEE Street Advisory GroupSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)Advicepoint LLC | The Wealth Plan Company | The Retirement Coach | The Baker Financial Group | S•••••••• B••••••••• L•• | Sherpa Financial Advisors | Prehmus Financial Partners | Oakpoint Investment Partners | Midwest Wealth Management | Metaparadigm Wealth Management | Life Income | LFA Private Wealth Management | Lehner Shope Wealth Group | Keen & Pocock Financial Partners | Goodwin Wealth | Gencrest Capital Partners | Fr••• Reynolds & Company | Family Wealthcare | Desert Grove Investments | Cornerstone Wealth Management | Compass Wealth Management | Compass Financial Services | Clarity Financial Advisors | Bshapiro Financial | Bourne Financial Coaching | Benko Financial Services | BEE Street Advisory GroupSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)Advicepoint LLC | The Wealth Plan Company | The Retirement Coach | The Baker Financial Group | S•••••••• B••••••••• L•• | Sherpa Financial Advisors | Prehmus Financial Partners | Oakpoint Investment Partners | Midwest Wealth Management | Metaparadigm Wealth Management | Life Income | LFA Private Wealth Management | Lehner Shope Wealth Group | Keen & Pocock Financial Partners | Goodwin Wealth | Gencrest Capital Partners | Fr••• Reynolds & Company | Family Wealthcare | Desert Grove Investments | Cornerstone Wealth Management | Compass Wealth Management | Compass Financial Services | Clarity Financial Advisors | Bshapiro Financial | Bourne Financial Coaching | Benko Financial Services | BEE Street Advisory GroupSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)FAMILY OFFICE SERVICESMar 20, 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,selection_of_other_advisers,publication_of_periodicals,educational_seminars,otherMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2016-10-28Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices61Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices61Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices61Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone678-954-4130Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients906Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":2432,"raum_usd":758309969,"fewer_than_5":false},"corporations":{"clients":45,"raum_usd":13977979,"fewer_than_5":false},"pension_plans"Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Employees57Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address2200 CENTURY PARKWAY, STE.500, Atlanta, GA, 30345Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address2200 CENTURY PARKWAY, STE.500, Atlanta, GA, 30345Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address2200 CENTURY PARKWAY, STE.500, Atlanta, GA, 30345Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address2200 CENTURY PARKWAY, STE.500, Atlanta, GA, 30345Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address2200 CENTURY PARKWAY, STE.500, Atlanta, GA, 30345Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address2200 CENTURY PARKWAY, STE.500, Atlanta, GA, 30345Dec 31, 2024SEC 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
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 quarter2026-03-31Mar 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 positions639Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions660Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions724Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions679Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions670Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions665Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$1.7BMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$1.7BDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$2.3BSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$2.0BJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$1.8BMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$1.7BDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAtlanta, GAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAtlanta, GAMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersAtlanta, GADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAtlanta, GASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAtlanta, GAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAtlanta, GAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAtlanta, GADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address2200 CENTURY PARKWAY, SUITE 500, Atlanta, GA, 30345Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised0Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• accounts8,462Mar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• hnw usd$1.7BMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• usd$2.5BMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows6Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Websites•••••••••.netMar 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
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Website titleHome - S•••••••• B••••••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--s-1hnaaaaaaaa.netFact
Website titleHome - S•••••••• B••••••••Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--s-1hnaaaaaaaa.netFact
Website titleHome - S•••••••• B••••••••Sep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--s-1hnaaaaaaaa.netFact