DFX Intelligence

Family Office Intelligence

Family office profile

S•••• F••• M••••••••• L••

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250 West 55th Street, New York, NYSingle family office (confirmed)identity confidence 75%Top 500 by research prioritys•••••••••.com

Why this class: In 2011 the firm returned outside capital and converted to managing assets only for the S•••• family..

Verified Sep 13, 2026 (8 days ago)

Last observed Sep 21, 2026 · 173 observations · 6 sources

17 people · 87 investments · 255 public positions · 1056 events

Direct investing

high

External managers

moderate

Private markets

high

Real estate

moderate

Co-investment

100

high

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: sponsor-friendly.

Overview

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Profile completeness 78% (high value, high value deep; the most valuable missing fact is contacts)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Classification: Single family office (confirmed)
Description: SFM invests with agility and conviction across a wide range of strategies and asset classes, managing capital with a long-term, high-return focus.
Headquarters: 250 West 55th Street, New York, NY
Office address: unknown
Business phone: unknown
Website: s•••••••••.com
Year established: unknown
Assets under management: unknown
Foundation assets (IRS): $80.4M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale: Reported office AUM: unknown. 13F disclosed value $9.1B. Related foundation assets $80.4M. These are different facts and are never added together.
Form 13F: $9.1B across 263 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

Sep 13, 2026Single family office (confirmed) 75%In 2011 the firm returned outside capital and converted to managing assets only for the S•••• family.Factverifiedfamilybusinessmagazine.com“The Bloomberg report cited a letter to investors that noted that the firm will focus on managing assets only for the S•••• family.”
Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference
Sep 12, 2026Candidate 25%no rule matched; held as a candidate pending researchInference

Family and wealth origin

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Family served: G••••• S•••• family; principal asset manager for the O••• S•••••• F•••••••••
Source of wealth: Hedge fund founded by G••••• S•••• in 1970 (Quantum Fund, global macro)
Operating company origin: Participation Holding LP

Team

17 peopleshow

Person	Title	Responsibility	Business contact	Source
D••• F•••••••••	Chief Executive Officer and Chief Investment Officer	Chief investment officer · investment decisions	none on record	investmentnews.com Fact
D••• F•••••••••	Chief Executive Officer and Chief Investment Officer	Chief investment officer · investment decisions	none on record	s•••••••••.com Fact
A•••••••• S•••• family	Chair, O••• S•••••• F•••••••••	Family principal · investment decisions	none on record	inquirer.com Fact
A••• P•••••	Chief T••••••••• Officer	Leadership	none on record	s•••••••••.com Fact
H••••• I•••	Chief Sustainability Officer and Head of Impact Strategy	Leadership	none on record	s•••••••••.com Fact
M•••••• W•••	Chief Risk Officer	Leadership	none on record	s•••••••••.com Fact
A••• H•••••••••	General Counsel and Chief Compliance Officer	Operations and finance	none on record	s•••••••••.com Fact
B••••• F•••••	Chief Administrative Officer	Operations and finance	none on record	s•••••••••.com Fact
J••• D••••••	Assistant General Counsel	Operations and finance	phone: 212-320-5000 (published by the subject, May 15, 2026)	sec.gov Fact
M••••••• R•••••	Chief Operating Officer	Operations and finance	none on record	s•••••••••.com Fact
M••• M••••••••	Global Head of Equity Capital Markets	Other	none on record	s•••••••••.com Fact
N••• P•••••	Global Head of Equities and Head of London Office	Other	none on record	s•••••••••.com Fact
P••• D•••••••	Global Head of Credit	Private credit · investment decisions	none on record	s•••••••••.com Fact
M•••••• D•• N••	Head of M•••• Partnerships and Investments	Private equity · investment decisions	none on record	s•••••••••.com Fact
L••• D••••••••	Global Head of Trade Execution and Co-Head of Macro Investing	Public markets · investment decisions	none on record	s•••••••••.com Fact
N••• P•••••	Global Head of Equities and Head of London Office	Public markets · investment decisions	none on record	s•••••••••.com Fact
N•••••• L•••••	Co-Head of Macro Investing	Public markets · investment decisions	none on record	s•••••••••.com Fact

Office contact points

Office address: 250 WEST 55TH STREET, FLOOR 29, New York, NY, 10019 (published by the subject) sec.gov

W••••••: s•••••••••.com (published by the subject) s•••••••••.com

Investment mandate

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87 i••••••••• on the record (public_equity, growth_equity, venture); sectors: digital media, EV fleet charging, radio and podcasting; last deal 2026-04-01. stated: Private credit: sponsored corporate finance, direct lending (real estate, venture/growth lending, private ABS, warehouse, NAV loans, music royalties/entertainment finance, litigation finance), M•••• and audio, climate/en

Stated (their words, cited)

Sectors: M•••• and audio, climate/energy transition (fusion, EV, charging), fintech Inference semafor.com
“has become an increasingly key player in the oldest electronic mass media: radio.”
Asset classes: Private credit: sponsored corporate finance, direct lending (real estate, venture/growth lending, private ABS, warehouse, NAV loans, music royalties/entertainment finance, litigation finance) Fact s•••••••••.com
“Direct lending across Real Estate, Venture and Growth Lending, Private ABS, Warehouse, NAV loans, Music Royalties/Entertainment Finance, Litigation Finance”
Invests directly: Dedicated media partnerships and i••••••••• effort deploying equity and credit (A•••••, V•••, C•••••• M••••, M•••••••••) Fact s•••••••••.com
“At SFM, our unique platform allows us to deploy capital across the media landscape through both equity and credit.”
Allocates to managers: External manager allocation across private and public markets, often co-investing alongside partners Fact s•••••••••.com
“We establish strong partnerships with external asset managers across private and public markets.”

Observed (from the investment record)

States: none Fact
Control: passive (62), unknown (9), minority (8), significant influence (8) Fact
Sectors: digital media (2), EV fleet charging (1), radio and podcasting (1), alternative investment platform (1), fusion energy (1), thoroughbred racing (1), electric buses and batteries (1) Fact
Subsectors: none Fact
Co investors: S•••••• (1), M•• C••••••••• F•••••• (1), B••• o• A•••••• (1), G•••••• S•••• (1), o•••• U••••••••• i•••••••• (1), G•••••••• (1), G••••••••• A••••••••• (1), R•••• G•••• L•• (1), B•• E•••••• (1), L•••••••• (1), M••••• F•••••••• G•••• (1), P••••• E••••• (1) Fact
Asset classes: public equity (75), growth equity (5), venture (3), private credit (2), other (1) Fact
Direct vs fund: Fund: 1 · Direct: 85 · Real estate: 1 Fact
Sponsors backed: none Fact
Investment count: 87 Fact
Investment kinds: public stake 13g (62), public stake 13d (8), insider stake (5), growth (3), venture (2), round participation (2), direct investment (2), recapitalization (1) Fact
First and last deal: Last: 2026-04-01 · First: 2001-01-02 Fact
Lead vs participant: unknown (79), lead (4), participant (4) Fact
Disclosed check sizes: Max: $415M · Min: $415M · Count: 1 Fact
amounts are only what a source disclosed; never backsolved from a round

Inferred (regulatory shape and team)

Public equity book: $9.1B Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Private credit team: 1 Inference
named professionals with this responsibility
Private equity team: 1 Inference
named professionals with this responsibility
Public markets team: 3 Inference
named professionals with this responsibility

Invests directly: Dedicated media partnerships and i••••••••• effort deploying equity and credit (A•••••, V•••, C•••••• M••••, M•••••••••)
Allocates to managers: External manager allocation across private and public markets, often co-investing alongside partners
Asset classes: Private credit: sponsored corporate finance, direct lending (real estate, venture/growth lending, private ABS, warehouse, NAV loans, music royalties/entertainment finance, litigation finance)
Sectors: M•••• and audio, climate/energy transition (fusion, EV, charging), fintech
Geography: unknown
Check size: unknown

Direct investments

10 dealsshow

Date	Company	Kind	Sector	Role	Amount	With	Source
Apr 1, 2026	M••••••••• N••••••	Growth	digital media	lead · minority	unknown	o•••• U••••••••• i•••••••• (co investor)	barrettmedia.com Fact “The outlet shared that the investment round was led by S•••• Fund Management, as well as a group of o•••• U••••••••• i••••••••.”
Mar 4, 2026	U•••	Round participation	fintech (Argentine neobank)	participant · minority	unknown	A•••••• X• (co investor), T•••••• (co investor), T•••• H••••••• (co investor), D• C•••••• P••••••• (co investor), S•••• R•••• H••••••• G•••• L• (co investor)	latamlist.com Fact “New and existing investors also participated, including S•••• R•••• Holdings Group , T•••••• , T•••• H•••••••, S•••• Fund Management , and D”
Sep 30, 2024	A•••••	Recapitalization	radio and podcasting	lead	$415M	M•• C••••••••• F•••••• (co investor), B••• o• A•••••• (co investor), G•••••• S•••• (co investor)	inquirer.com Fact “The billionaire’s S•••• Fund Management previously acquired about $415 million worth of A•••••’s debt”
Sep 1, 2024	Z•• E•••••	Venture	fusion energy	lead · minority	unknown	B•• E•••••• (co investor), L•••••••• (co investor), M••••• F•••••••• G•••• (co investor), P••••• E••••• (co investor), X•••• V••••••• (co investor), B••••••••• E••••• V••••••• (co investor), C•••••• T••••••••• V••••••• (co investor), D••• (co investor), L••••••••• C•••••• (co investor), S•••• V••••••• (co investor), E•••••• C••••••••• (co investor)	geekwire.com Fact “The company’s recent Series D round was led by S•••• Fund Management with participation by new investors B•• E••••••, E•••••• C•••••••••, L•”
Jul 31, 2023	V••• M•••• G••••	Acquisition	digital media	participant	unknown	F••••••• I••••••••• G•••• (co investor), M••••• C•••••• (co investor)	variety.com Fact “the new owners of V••• M•••• are funds managed by affiliates of F••••••• I••••••••• G•••• , S•••• Fund Management and M••••• C••••••.”
Sep 28, 2022	C•••••• M••••	Growth	podcasting	lead · minority	unknown	none named	variety.com Fact “C•••••• M•••• also announced an investment from S•••• Fund Management, the investment firm founded by billionaire G••••• S••••, which is tak”
Jun 1, 2021	Y•••••••••	Round participation	alternative investment platform	participant · minority	unknown	G•••••••• (co investor), G••••••••• A••••••••• (co investor), R•••• G•••• L•• (co investor)	cbinsights.com Fact “has raised $100M in a Series C with participation from G••••••••, S•••• Fund Management, G••••••••• A•••••••••, and The R•••• Group, among o”
Oct 15, 2020	P•••••••	Growth	electric buses and batteries	participant · minority	unknown	C•••• S••••••••• A••••••• (co investor), G••••••••• I••••••••• M••••••••• (co investor), B••••••••• G•••• (co investor)	prnewswire.com Fact “today announced a $200 million investment led by C•••• S••••••••• A••••••• LLC ("CSI") along with supporting i••••••••• from S•••• Fund Mana”
Apr 28, 2020	A•••• P••••	Venture	EV fleet charging	unknown · minority	unknown	S•••••• (co investor)	techcrunch.com Fact “is placing a small, $13.2 million bet, alongside S•••••• and a host of other investors into the Los Angeles-based electric charging startup,”
n/a	T••••••	Direct investment	unknown	unknown	unknown	none named	globenewswire.com Fact “S•••• Strategic Partners, LP, an entity managed by S•••• Fund Management, LLC, invested in T•••••• in 2005 along with Vulcan Capital and Alt”

Fund and manager relationships

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Funds held by the family's private foundation, from its Form 990-PF: the foundation reports each fund by name with its fair value. They are the foundation's holdings, never an amount the office itself committed.

Fund	Manager	Held through	Foundation's fair value	Period	Basis
V••••••• L••••••		F•••••••• F•••••••••	$1.7M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
P••••••••• A••••• C•••••• V•••••• B•••••• F••• ••••		S•••• Economic Development Fund (O••• S•••••• F•••••••••)	not stated		Fact foundation tied to the office soroseconomicdevelopmentfund.org

S••••• L••• K•••••••• Co investment · n/a · amount unknown en.wikipedia.org

Public stakes and holdings

40 positionsshow

Stakes the office filed (Schedule 13D, 13G, Section 16)

From EDGAR's index of the office's own filings. A 13D is a stake of 5% or more held with intent, a 13G one held passively, a Form 3, 4 or 5 the office as an insider of the issuer. The size of the stake is inside each filing and is not shown here.

First filed	Issuer	Filed as	Filings
Feb 13, 2023	B•••••• C••••	Schedule 13G (passive)	1x SC 13G/A on B•••••• C•••• (BOWL) between 2023-02-13 and 2023-02-13 sec.gov
May 27, 2022	i•••• S••••••••• I•••	Schedule 13G (passive)	1x SC 13G on i•••• S••••••••• I••• (INDI) between 2022-05-27 and 2022-05-27 sec.gov
Feb 11, 2022	T•• A••••••••• C••• I•	Schedule 13G (passive)	1x SC 13G/A on T•• A••••••••• C••• I• between 2022-02-11 and 2022-02-11 sec.gov
Jul 10, 2020	X•••• P••••••••• I••	Schedule 13G (passive)	1x SC 13G on X•••• P••••••••• I•• between 2020-07-10 and 2020-07-10 sec.gov
Feb 21, 2020	S••••••••• H•••••••• I•••	Schedule 13G (passive)	1x SC 13G, 1x SC 13G/A on S••••••••• H•••••••• I••• (SENS) between 2020-02-21 and 2021-02-16 sec.gov
Aug 4, 2017	E••• I•••	Schedule 13G (passive)	1x SC 13G/A on E••• I••• between 2017-08-04 and 2017-08-04 sec.gov
Apr 14, 2017	S•••• D•••••• I••	Section 16 insider	3x 3, 7x 4, 1x 4/A on S•••• D•••••• I•• between 2017-04-14 and 2017-09-14 sec.gov
Feb 14, 2017	K•• E••••• S••••••• I••	Schedule 13G (passive)	1x SC 13G/A on K•• E••••• S••••••• I•• between 2017-02-14 and 2017-02-14 sec.gov
Aug 15, 2016	A•••• L•••	Schedule 13G (passive)	1x SC 13G, 3x SC 13G/A on A•••• L••• (ALLT) between 2016-08-15 and 2019-02-07 sec.gov
May 4, 2016	O•• R••• C•••••• C•••	Schedule 13G (passive)	2x 3, 2x 4, 1x SC 13G on O•• R••• C•••••• C••• (OBDC) between 2016-05-04 and 2017-02-15 sec.gov
Feb 16, 2016	A••••• T••••••••• I•••	Schedule 13G (passive)	1x SC 13G/A on A••••• T••••••••• I••• (ABEO) between 2016-02-16 and 2016-02-16 sec.gov
Feb 16, 2016	M•••• N• I•••	Schedule 13G (passive)	1x SC 13G, 2x SC 13G/A on M•••• N• I••• between 2016-02-16 and 2018-02-13 sec.gov
Mar 19, 2015	E•• C•••	Schedule 13G (passive)	4x 4, 1x SC 13G, 1x SC 13G/A on E•• C••• between 2015-03-19 and 2018-02-14 sec.gov
Feb 23, 2015	O•••••• I•••	Schedule 13G (passive)	1x SC 13G, 1x SC 13G/A on O•••••• I••• between 2015-02-23 and 2017-02-13 sec.gov
Feb 17, 2015	S••••••• I•••	Schedule 13G (passive)	1x SC 13G/A on S••••••• I••• between 2015-02-17 and 2015-02-17 sec.gov
Feb 13, 2014	U•••••• P•••••• I•••	Schedule 13G (passive)	2x SC 13G/A on U•••••• P•••••• I••• between 2014-02-13 and 2015-02-13 sec.gov
Feb 13, 2014	E••••• G•••• L•••	Schedule 13G (passive)	1x SC 13G on E••••• G•••• L••• (ESNT) between 2014-02-13 and 2014-02-13 sec.gov
Feb 4, 2014	P•••••• I••	Schedule 13G (passive)	1x SC 13G, 1x SC 13G/A on P•••••• I•• between 2014-02-04 and 2017-02-13 sec.gov
Nov 8, 2013	A••• T••••••••• I••	Schedule 13G (passive)	2x SC 13G on A••• T••••••••• I•• between 2013-11-08 and 2013-11-08 sec.gov
Sep 20, 2013	P••• V••••••• C•••	Schedule 13D (with intent)	1x SC 13D, 2x SC 13D/A, 1x SC 13G on P••• V••••••• C••• between 2013-09-20 and 2014-08-06 sec.gov
Apr 25, 2013	J• C• P••••• C• I••	Schedule 13G (passive)	1x SC 13G, 1x SC 13G/A on J• C• P••••• C• I•• between 2013-04-25 and 2014-02-14 sec.gov
Sep 11, 2012	A•••• E••••• L•••	Schedule 13G (passive)	1x SC 13G/A on A•••• E••••• L••• (EPWCF) between 2012-09-11 and 2012-09-11 sec.gov
May 8, 2012	D•••••• R•••• I•• ••	Schedule 13G (passive)	2x 3, 2x 3/A, 15x 4, 1x 4/A, 2x SC 13G/A on D•••••• R•••• I•• •• between 2012-05-08 and 2014-03-06 sec.gov
Mar 2, 2012	A••••• R••••••• C•••	Schedule 13G (passive)	1x SC 13G, 1x SC 13G/A on A••••• R••••••• C••• (ACTG) between 2012-03-02 and 2013-02-14 sec.gov
Jan 6, 2012	M••••••••• I••	Schedule 13G (passive)	1x SC 13G/A on M••••••••• I•• (MSTR) between 2012-01-06 and 2012-01-06 sec.gov
Oct 24, 2011	W•••• H••••• C••••	Schedule 13G (passive)	3x 3, 1x 4, 1x SC 13G, 3x SC 13G/A on W•••• H••••• C•••• between 2011-10-24 and 2016-02-16 sec.gov
Sep 23, 2011	C•••• C•••	Schedule 13G (passive)	3x SC 13G, 2x SC 13G/A on C•••• C••• (CIEN) between 2011-09-23 and 2014-02-13 sec.gov
Sep 21, 2011	C••••••••• T••••••••• L••	Schedule 13G (passive)	2x SC 13G on C••••••••• T••••••••• L•• between 2011-09-21 and 2012-05-14 sec.gov
Aug 15, 2011	Q•••••• C••• •••	Schedule 13G (passive)	1x SC 13G, 1x SC 13G/A on Q•••••• C••• ••• (QMCO) between 2011-08-15 and 2015-10-07 sec.gov
May 16, 2011	G•••• L•• P••••••• L•	Schedule 13G (passive)	1x SC 13G on G•••• L•• P••••••• L• between 2011-05-16 and 2011-05-16 sec.gov
Feb 14, 2011	P•••• O•• I••	Schedule 13G (passive)	1x SC 13G, 1x SC 13G/A on P•••• O•• I•• between 2011-02-14 and 2012-01-06 sec.gov
Feb 14, 2011	M•••••• S•••••• I••	Schedule 13G (passive)	2x SC 13G/A on M•••••• S•••••• I•• (MRCY) between 2011-02-14 and 2013-02-14 sec.gov
Feb 14, 2011	V••••• L•••	Schedule 13G (passive)	1x SC 13G/A on V••••• L••• between 2011-02-14 and 2011-02-14 sec.gov
Nov 1, 2010	F••••• H••••• C•	Schedule 13G (passive)	1x SC 13G on F••••• H••••• C• (VERU) between 2010-11-01 and 2010-11-01 sec.gov
Nov 1, 2010	P••••••• G•••• M••••• L••	Schedule 13G (passive)	1x SC 13G, 2x SC 13G/A on P••••••• G•••• M••••• L•• (PLG) between 2010-11-01 and 2012-01-06 sec.gov
Jul 19, 2010	C••••••• T••••••••• I••••••	Schedule 13G (passive)	1x SC 13G, 1x SC 13G/A on C••••••• T••••••••• I•••••• between 2010-07-19 and 2012-01-06 sec.gov
Apr 28, 2010	W••••••• I••••••••• I••	Schedule 13G (passive)	1x SC 13G, 3x SC 13G/A on W••••••• I••••••••• I•• (WPRT) between 2010-04-28 and 2013-02-14 sec.gov
Mar 11, 2010	N••••••• R•••••••• I••	Schedule 13G (passive)	1x SC 13G on N••••••• R•••••••• I•• (NG) between 2010-03-11 and 2010-03-11 sec.gov
Feb 16, 2010	L••••• I••••••••• H••••••• I••	Schedule 13G (passive)	2x SC 13G/A on L••••• I••••••••• H••••••• I•• between 2010-02-16 and 2012-01-06 sec.gov
Feb 16, 2010	D••• H•••••• C•••	Schedule 13G (passive)	1x SC 13G/A on D••• H•••••• C••• (DAN) between 2010-02-16 and 2010-02-16 sec.gov
Feb 16, 2010	E••• C•••	Schedule 13G (passive)	2x 3, 31x 4, 1x 4/A, 2x SC 13G/A on E••• C••• between 2010-02-16 and 2014-06-09 sec.gov
Feb 16, 2010	P••••• E••••••••• • P••••••••• C•	Schedule 13G (passive)	1x SC 13G, 2x SC 13G/A on P••••• E••••••••• • P••••••••• C• between 2010-02-16 and 2011-02-14 sec.gov
Nov 17, 2009	G••••• S••• L••••• I•••	Schedule 13G (passive)	1x SC 13G/A on G••••• S••• L••••• I••• (GSL, GSL-PB) between 2009-11-17 and 2009-11-17 sec.gov
Oct 5, 2009	E••••• I•••	Schedule 13G (passive)	1x SC 13G, 2x SC 13G/A on E••••• I••• between 2009-10-05 and 2012-01-06 sec.gov
Oct 2, 2009	I••••••• C•••	Schedule 13G (passive)	1x SC 13G, 3x SC 13G/A on I••••••• C••• between 2009-10-02 and 2012-01-06 sec.gov
Jun 26, 2009	E•••••• N••••••• I••	Schedule 13G (passive)	1x SC 13G, 1x SC 13G/A on E•••••• N••••••• I•• (EXTR) between 2009-06-26 and 2013-02-14 sec.gov
May 26, 2009	M•• P••••••••• I•••	Section 16 insider	5x 4, 2x 4/A on M•• P••••••••• I••• between 2009-05-26 and 2010-05-13 sec.gov
Feb 17, 2009	C••••• L•••• I••	Schedule 13G (passive)	1x SC 13G/A on C••••• L•••• I•• (CRUS) between 2009-02-17 and 2009-02-17 sec.gov
Feb 25, 2008	R• M•••• D•••••• I••	Schedule 13G (passive)	1x SC 13G, 2x SC 13G/A on R• M•••• D•••••• I•• between 2008-02-25 and 2010-02-16 sec.gov
Feb 19, 2008	A••••••••• L••	Section 16 insider	1x 3, 9x 4 on A••••••••• L•• (AUDC) between 2008-02-19 and 2008-10-21 sec.gov
Feb 14, 2008	L•••••• S••••••••• C•••	Schedule 13G (passive)	1x SC 13G, 3x SC 13G/A on L•••••• S••••••••• C••• (LSCC) between 2008-02-14 and 2015-02-17 sec.gov
Nov 21, 2007	N••••• M••••••• P••••••• L•••	Schedule 13G (passive)	1x SC 13G, 1x SC 13G/A on N••••• M••••••• P••••••• L••• (NMM) between 2007-11-21 and 2009-02-17 sec.gov
Aug 13, 2007	C••• T••••• I••	Schedule 13G (passive)	1x SC 13G on C••• T••••• I•• (CTRN) between 2007-08-13 and 2007-08-13 sec.gov
May 30, 2006	N•• P••••••••• I••	Schedule 13D (with intent)	1x SC 13D, 1x SC 13D/A on N•• P••••••••• I•• between 2006-05-30 and 2006-06-21 sec.gov
Apr 25, 2005	P••• T•••••• C•	Section 16 insider	1x 3 on P••• T•••••• C• between 2005-04-25 and 2005-04-25 sec.gov
Feb 14, 2005	A••• C••••••••• • S••••••• L••	Schedule 13G (passive)	1x SC 13G/A on A••• C••••••••• • S••••••• L•• between 2005-02-14 and 2005-02-14 sec.gov
Feb 14, 2005	W••••••• H••••• P••••• I•••	Schedule 13G (passive)	1x SC 13G on W••••••• H••••• P••••• I••• between 2005-02-14 and 2005-02-14 sec.gov
Jul 30, 2004	A••••••• P••••••••• I••	Section 16 insider	3x 4 on A••••••• P••••••••• I•• between 2004-07-30 and 2005-12-19 sec.gov
Mar 17, 2004	I•••••• L••••••••• H••••••• C•••	Schedule 13D (with intent)	2x SC 13D/A on I•••••• L••••••••• H••••••• C••• (IART) between 2004-03-17 and 2005-11-23 sec.gov
Feb 14, 2003	N•••• T••••••••• S•••••• L••	Schedule 13G (passive)	2x SC 13G/A on N•••• T••••••••• S•••••• L•• between 2003-02-14 and 2004-02-17 sec.gov
Feb 14, 2003	J•••••• A•••••• C•••	Schedule 13G (passive)	4x 4, 1x SC 13G, 5x SC 13G/A on J•••••• A•••••• C••• (JBLU) between 2003-02-14 and 2008-02-14 sec.gov
Jan 8, 2003	B••••••••• I••	Schedule 13D (with intent)	3x 4, 1x SC 13D/A on B••••••••• I•• between 2003-01-08 and 2004-12-23 sec.gov
Jan 8, 2003	A•••• P••••• I••	Schedule 13D (with intent)	2x SC 13D/A on A•••• P••••• I•• between 2003-01-08 and 2004-02-17 sec.gov
Feb 14, 2002	C•••••• C•••	Schedule 13G (passive)	2x SC 13G, 1x SC 13G/A on C•••••• C••• (CNC) between 2002-02-14 and 2003-02-14 sec.gov
Feb 14, 2002	M•• C•••••• C•••	Schedule 13G (passive)	2x SC 13G, 1x SC 13G/A on M•• C•••••• C••• between 2002-02-14 and 2004-06-04 sec.gov
Dec 27, 2001	V••••••• I••	Schedule 13G (passive)	2x 4, 2x SC 13G, 1x SC 13G/A on V••••••• I•• between 2001-12-27 and 2005-03-10 sec.gov
Jun 25, 2001	L•••••••• L••	Schedule 13D (with intent)	5x SC 13D/A on L•••••••• L•• between 2001-06-25 and 2003-01-09 sec.gov
Jun 1, 2001	C••••••••• C•••	Schedule 13G (passive)	4x SC 13G, 1x SC 13G/A on C••••••••• C••• between 2001-06-01 and 2004-02-17 sec.gov
May 29, 2001	P••••••• I•• •••	Schedule 13G (passive)	1x SC 13G on P••••••• I•• ••• between 2001-05-29 and 2001-05-29 sec.gov
Feb 14, 2001	C••••••••• S••••••• I••	Schedule 13G (passive)	2x SC 13G on C••••••••• S••••••• I•• between 2001-02-14 and 2001-02-14 sec.gov
Feb 14, 2001	M•••••••• I••	Schedule 13G (passive)	2x SC 13G on M•••••••• I•• between 2001-02-14 and 2001-02-14 sec.gov
Feb 14, 2001	P•••••• P••••••••• I••	Schedule 13G (passive)	2x SC 13G, 2x SC 13G/A on P•••••• P••••••••• I•• between 2001-02-14 and 2002-02-14 sec.gov
Feb 13, 2001	B•••••• I••	Schedule 13D (with intent)	4x 4, 16x SC 13D/A on B•••••• I•• between 2001-02-13 and 2008-03-28 sec.gov
Jan 17, 2001	M••••••••• I••	Schedule 13D (with intent)	3x SC 13D, 1x SC 13D/A on M••••••••• I•• between 2001-01-17 and 2002-12-31 sec.gov
Jan 2, 2001	O•••• I••••••••• I••	Schedule 13G (passive)	1x SC 13G, 2x SC 13G/A on O•••• I••••••••• I•• between 2001-01-02 and 2003-02-14 sec.gov

Form 13F holdings

Top 40 positions of 263 for the quarter ended Mar 31, 2026; $5.9B shown of $9.1B reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
S•••• S•• S••• S•• 5•• E•• T• Put	TR UNIT	$773M	1,188,400	8.5%
A••••• C•• I••	COM	$405M	1,945,789	4.4%
S••••• S••••• S••• T• Put	STATE STREET ENE	$303M	4,948,400	3.3%
C•••••••• I•• Put	COM CL A	$220M	2,840,100	2.4%
G••••• P••• I••	NOTE 1.500% 3/0	$218M	247,500,000	2.4%
S••• S••••• T•••• Put	STATE STREET SPD	$218M	1,196,900	2.4%
E••••••••• A••• I••	COM	$197M	965,793	2.2%
N••••• C•••••••••	COM	$187M	1,073,206	2.1%
B••• H••••••• I••	NOTE 4/0	$187M	209,679,000	2.0%
P••• C•••	NOTE 4.250%12/0	$182M	175,000,000	2.0%
T••••• S••••••••• M••••••	SPONSORED ADS	$177M	522,318	1.9%
A••••••• I••	CAP STK CL A	$165M	573,929	1.8%
J••• I••••••••• I• L••	NOTE 2.000% 6/1	$158M	130,399,000	1.7%
R••••• A••••••••• I••	NOTE 4.625% 3/1	$154M	143,436,000	1.7%
J••••• I••	NOTE 0.250% 6/0	$150M	150,158,000	1.6%
L•••• P••	SHS	$129M	259,926	1.4%
A•••• I••	COM	$127M	500,534	1.4%
T••••• S••••••••• M•••••• Put	SPONSORED ADS	$127M	375,000	1.4%
T•• G•••• H••••••• I••	CL A	$122M	604,242	1.3%
S••••• A•• C••• N••	COM	$116M	2,751,799	1.3%
L••••••• H•••• I••	NOTE 0.500% 6/1	$114M	21,378,000	1.3%
S•••••• W••••••• P••	SHS	$100M	2,520,236	1.1%
D•••••• I••	NOTE 3/0	$98.2M	103,500,000	1.1%
C•••• I••• I••	COM	$97.2M	470,095	1.1%
B•••••••• I••	NOTE 1.000% 6/0	$94.9M	101,000,000	1.0%
A••••• T•••••••••	COM	$83.2M	5,753,186	0.9%
I•••••• I••	COM	$82.5M	577,290	0.9%
H•••••••• I••• I••	COM	$80.9M	358,052	0.9%
C•• E••••• C•••	COM	$80.2M	1,034,397	0.9%
M•••••••• C•••	COM	$78.5M	211,966	0.9%
H•••••• I••	COM	$76.6M	1,013,552	0.8%
L••••••• H•••• I••	NOTE 0.500%12/1	$72.3M	10,250,000	0.8%
H•• A••••••	COM	$72.1M	1,228,747	0.8%
S••• I••	NOTE 0.500% 5/0	$71.1M	88,000,000	0.8%
I•••• I••	COM	$69.7M	777,335	0.8%
C••••••••• A•••••••• H•••• I•	CL A	$69.6M	2,941,405	0.8%
K••••• A• I•••	COM	$67.8M	9,767,037	0.7%
S••••••••• I••	COM	$67.4M	361,291	0.7%
P••••••• I••	COM	$66.8M	203,434	0.7%
B•••••••• H••••••• I•• D••	CL B NEW	$63.9M	133,277	0.7%

Changes between the last two quarters

Mar 31, 2026 S•••• F••• M••••••••• L•• exited Disney Walt Co (was $11,377,000, 100,000 shares) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• reduced Comcast Corp New 73,440 -> 14,389 shares ($2,195,122 -> $413,108) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• reduced Core & Main Inc 434,454 -> 232,437 shares ($22,578,574 -> $11,482,388) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• reduced CRH Plc 200,000 -> 115,025 shares ($24,960,000 -> $12,091,428) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• reduced Datadog Inc 380,115 -> 101,346 shares ($51,691,839 -> $11,963,895) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• reduced Digitalocean Hldgs Inc 37,348,000 -> 23,095,000 shares ($36,065,929 -> $22,602,070) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• reduced Disney Walt Co 678,713 -> 10,518 shares ($77,217,178 -> $1,013,725) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• reduced Entergy Corp New 155,799 -> 77,178 shares ($14,400,502 -> $8,671,720) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• reduced Etsy Inc 85,000,000 -> 37,500,000 shares ($85,975,812 -> $36,698,779) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• reduced Globe Life Inc 145,500 -> 59,695 shares ($20,349,630 -> $8,307,753) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• reduced Huntsman Corp 5,900,000 -> 917,500 shares ($59,000,000 -> $12,211,925) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• reduced Nuscale Pwr Corp 150,211 -> 70,360 shares ($2,128,490 -> $762,702) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• opened a $2,647,710 position in RBC Bearings Inc (4,875 shares) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• reduced S••••••••• I•• 519,246 -> 361,291 shares ($137,553,458 -> $67,442,191) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• reduced S••••• S••••• S••• T• 312,270 -> 12,270 shares ($17,103,028 -> $605,770) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• reduced S••• S••••• T•••• 3,290,700 -> 1,196,900 shares ($415,483,782 -> $217,632,327) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• reduced S•••• S•• S••• S•• 5•• E•• T• 141,653 -> 25,000 shares ($96,596,014 -> $16,258,500) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• reduced Stubhub Hldgs Inc 486,599 -> 125,000 shares ($6,583,684 -> $780,000) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• exited AIR L•••• Corp (was $71,249,889, 1,109,293 shares) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• exited A•••••••• & Baldwin Inc New (was $9,085,233, 440,176 shares) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• exited Alliant E••••• Corp (was $36,438,023, 35,000,000 shares) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• exited Oklo Inc (was $2,306,869, 32,147 shares) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• exited A••••• C•• I•• (was $69,246,000, 300,000 shares) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• exited A••••••n Wtr Cap Corp (was $9,965,635, 10,000,000 shares) sec.gov
Mar 31, 2026 S•••• F••• M••••••••• L•• exited Analog Devices Inc (was $5,803,680, 21,400 shares) sec.gov

Real estate

show

J•••••• ••• S• B••••••••• • S• R••••• G••••• Direct investment · Jun 1, 2018 en.wikipedia.org

Co-investors

30show

Counterparty	Kind	Shared deals	First, last	Examples	Source
o•••• U••••••••• i••••••••	organisation	1	Apr 1, 2026	M••••••••• N••••••	barrettmedia.com
S•••• R•••• H••••••• G•••• L•	family office	1	Mar 4, 2026	U•••	latamlist.com
A•••••• X•	organisation	1	Mar 4, 2026	U•••	latamlist.com
D• C•••••• P•••••••	organisation	1	Mar 4, 2026	U•••	latamlist.com
T•••• H•••••••	organisation	1	Mar 4, 2026	U•••	latamlist.com
T••••••	organisation	1	Mar 4, 2026	U•••	latamlist.com
M•• C••••••••• F••••••	organisation	1	Sep 30, 2024	A•••••	inquirer.com
B••• o• A••••••	organisation	1	Sep 30, 2024	A•••••	inquirer.com
G•••••• S••••	organisation	1	Sep 30, 2024	A•••••	inquirer.com
L••••••••• C••••••	organisation	1	Sep 1, 2024	Z•• E•••••	geekwire.com
P••••• E•••••	organisation	1	Sep 1, 2024	Z•• E•••••	geekwire.com
S•••• V•••••••	organisation	1	Sep 1, 2024	Z•• E•••••	geekwire.com
B•• E••••••	organisation	1	Sep 1, 2024	Z•• E•••••	geekwire.com
B••••••••• E••••• V•••••••	organisation	1	Sep 1, 2024	Z•• E•••••	geekwire.com
M••••• F•••••••• G••••	organisation	1	Sep 1, 2024	Z•• E•••••	geekwire.com
E•••••• C•••••••••	family office	1	Sep 1, 2024	Z•• E•••••	geekwire.com
C•••••• T••••••••• V•••••••	organisation	1	Sep 1, 2024	Z•• E•••••	geekwire.com
X•••• V•••••••	organisation	1	Sep 1, 2024	Z•• E•••••	geekwire.com
L••••••••	organisation	1	Sep 1, 2024	Z•• E•••••	geekwire.com
D•••	organisation	1	Sep 1, 2024	Z•• E•••••	geekwire.com
F••••••• I••••••••• G••••	organisation	1	Jul 31, 2023 (historical)	V••• M•••• G••••	variety.com
M••••• C••••••	organisation	1	Jul 31, 2023 (historical)	V••• M•••• G••••	variety.com
G••••••••	organisation	1	Jun 1, 2021 (historical)	Y•••••••••	cbinsights.com
R•••• G•••• L••	family office	1	Jun 1, 2021 (historical)	Y•••••••••	cbinsights.com
G••••••••• A•••••••••	organisation	1	Jun 1, 2021 (historical)	Y•••••••••	cbinsights.com
G••••••••• I••••••••• M•••••••••	organisation	1	Oct 15, 2020 (historical)	P•••••••	prnewswire.com
B••••••••• G••••	organisation	1	Oct 15, 2020 (historical)	P•••••••	prnewswire.com
C•••• S••••••••• A•••••••	organisation	1	Oct 15, 2020 (historical)	P•••••••	prnewswire.com
S••••••	organisation	1	Apr 28, 2020 (historical)	A•••• P••••	techcrunch.com
S••••• L••• P•••••••	organisation	1	undated (historical)	S••••• L••• K••••••••	en.wikipedia.org

S••••• L••• P••••••• recurring (2) Fact en.wikipedia.org
S••••• L••• P••••••• recurring (2) Fact en.wikipedia.org
S•••••• Apr 28, 2020 recurring (2) Fact techcrunch.com
S•••••• Apr 28, 2020 recurring (2) Fact techcrunch.com
B••••••••• G•••• Oct 15, 2020 recurring (2) Fact prnewswire.com
G••••••••• I••••••••• M••••••••• Oct 15, 2020 recurring (2) Fact prnewswire.com
C•••• S••••••••• A••••••• Oct 15, 2020 recurring (2) Fact prnewswire.com
B••••••••• G•••• Oct 15, 2020 recurring (2) Fact prnewswire.com
G••••••••• I••••••••• M••••••••• Oct 15, 2020 recurring (2) Fact prnewswire.com
C•••• S••••••••• A••••••• Oct 15, 2020 recurring (2) Fact prnewswire.com
R•••• G•••• L•• Jun 1, 2021 recurring (2) Fact cbinsights.com
G••••••••• A••••••••• Jun 1, 2021 recurring (2) Fact cbinsights.com
G•••••••• Jun 1, 2021 recurring (2) Fact cbinsights.com
R•••• G•••• L•• Jun 1, 2021 recurring (2) Fact cbinsights.com
G••••••••• A••••••••• Jun 1, 2021 recurring (2) Fact cbinsights.com
G•••••••• Jun 1, 2021 recurring (2) Fact cbinsights.com
M••••• C•••••• Jul 31, 2023 recurring (2) Fact variety.com
F••••••• I••••••••• G•••• Jul 31, 2023 recurring (2) Fact variety.com
M••••• C•••••• Jul 31, 2023 recurring (2) Fact variety.com
F••••••• I••••••••• G•••• Jul 31, 2023 recurring (2) Fact variety.com
G•••••• S•••• Sep 30, 2024 recurring (2) Fact inquirer.com
B••• o• A•••••• Sep 30, 2024 recurring (2) Fact inquirer.com
M•• C••••••••• F•••••• Sep 30, 2024 recurring (2) Fact inquirer.com
G•••••• S•••• Sep 30, 2024 recurring (2) Fact inquirer.com
B••• o• A•••••• Sep 30, 2024 recurring (2) Fact inquirer.com
M•• C••••••••• F•••••• Sep 30, 2024 recurring (2) Fact inquirer.com
S•••• V••••••• Sep 1, 2024 recurring (2) Fact geekwire.com
L••••••••• C•••••• Sep 1, 2024 recurring (2) Fact geekwire.com
D••• Sep 1, 2024 recurring (2) Fact geekwire.com
C•••••• T••••••••• V••••••• Sep 1, 2024 recurring (2) Fact geekwire.com
B••••••••• E••••• V••••••• Sep 1, 2024 recurring (2) Fact geekwire.com
X•••• V••••••• Sep 1, 2024 recurring (2) Fact geekwire.com
P••••• E••••• Sep 1, 2024 recurring (2) Fact geekwire.com
M••••• F•••••••• G•••• Sep 1, 2024 recurring (2) Fact geekwire.com
L•••••••• Sep 1, 2024 recurring (2) Fact geekwire.com
E•••••• C••••••••• Sep 1, 2024 recurring (2) Fact geekwire.com
B•• E•••••• Sep 1, 2024 recurring (2) Fact geekwire.com
S•••• V••••••• Sep 1, 2024 recurring (2) Fact geekwire.com
L••••••••• C•••••• Sep 1, 2024 recurring (2) Fact geekwire.com
D••• Sep 1, 2024 recurring (2) Fact geekwire.com
C•••••• T••••••••• V••••••• Sep 1, 2024 recurring (2) Fact geekwire.com
B••••••••• E••••• V••••••• Sep 1, 2024 recurring (2) Fact geekwire.com
X•••• V••••••• Sep 1, 2024 recurring (2) Fact geekwire.com
P••••• E••••• Sep 1, 2024 recurring (2) Fact geekwire.com
M••••• F•••••••• G•••• Sep 1, 2024 recurring (2) Fact geekwire.com
L•••••••• Sep 1, 2024 recurring (2) Fact geekwire.com
E•••••• C••••••••• Sep 1, 2024 recurring (2) Fact geekwire.com
B•• E•••••• Sep 1, 2024 recurring (2) Fact geekwire.com
D• C•••••• P••••••• Mar 4, 2026 recurring (2) Fact latamlist.com
T•••• H••••••• Mar 4, 2026 recurring (2) Fact latamlist.com
T•••••• Mar 4, 2026 recurring (2) Fact latamlist.com
S•••• R•••• H••••••• G•••• L• Mar 4, 2026 recurring (2) Fact latamlist.com
A•••••• X• Mar 4, 2026 recurring (2) Fact latamlist.com
D• C•••••• P••••••• Mar 4, 2026 recurring (2) Fact latamlist.com
T•••• H••••••• Mar 4, 2026 recurring (2) Fact latamlist.com
T•••••• Mar 4, 2026 recurring (2) Fact latamlist.com
S•••• R•••• H••••••• G•••• L• Mar 4, 2026 recurring (2) Fact latamlist.com
A•••••• X• Mar 4, 2026 recurring (2) Fact latamlist.com
o•••• U••••••••• i•••••••• Apr 1, 2026 recurring (2) Fact barrettmedia.com
o•••• U••••••••• i•••••••• Apr 1, 2026 recurring (2) Fact barrettmedia.com

Independent sponsor relationships

show

No cited relationship to an independent sponsor.

Related entities

2show

Signals and timeline

16show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 16 events. 13F position changes are under Public stakes and holdings.

Sep 13, 2026Classification changedS•••• F••• M••••••••• L••: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (In 2011 the firm returned outside capital and converted to managing assets only for the S•••• family.)c•••••••••Factfamilybusinessmagazine.com
Sep 11, 2026Classification changedS•••• F••• M••••••••• L••: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)c•••••••••Inferenceno URL
Sep 11, 2026Office discoveredS•••• F••• M••••••••• L•• files Form 13F (non_adviser_filer, $8,630,929,364 in 244 positions)DiscoveryInferencesec.gov
Apr 9, 2026Direct investmentSFM leads M••••••••• N••••••'s first strategic investment roundDirect investmentsFactbarrettmedia.com
Apr 1, 2026Direct investmentS•••• F••• M••••••••• L•• invested in M••••••••• N••••••Direct investmentsFactbarrettmedia.com
Mar 4, 2026Direct investmentS•••• F••• M••••••••• L•• invested in U•••Direct investmentsFactlatamlist.com
Mar 4, 2026Direct investmentSFM participates in U•••'s $195M round at $3.2B valuationDirect investmentsFactlatamlist.com
Oct 1, 2024Direct investmentA••••• emerges from Chapter 11 after FCC approval; SFM had acquired about $415M of its debt (a separate S••••-network entity, Laurel Tree, holds the Class A stake)Direct investmentsFactinquirer.com
Sep 30, 2024Direct investmentS•••• F••• M••••••••• L•• invested in A•••••Direct investmentsFactinquirer.com
Sep 1, 2024Direct investmentS•••• F••• M••••••••• L•• invested in Z•• E•••••Direct investmentsFactgeekwire.com
Jul 31, 2023Direct investmentS•••• F••• M••••••••• L•• invested in V••• M•••• G••••Direct investmentsFactvariety.com
Sep 28, 2022Direct investmentS•••• F••• M••••••••• L•• invested in C•••••• M••••Direct investmentsFactvariety.com
Jun 1, 2021Direct investmentS•••• F••• M••••••••• L•• invested in Y•••••••••Direct investmentsFactcbinsights.com
Oct 15, 2020Direct investmentS•••• F••• M••••••••• L•• invested in P•••••••Direct investmentsFactprnewswire.com
Apr 28, 2020Direct investmentS•••• F••• M••••••••• L•• invested in A•••• P••••Direct investmentsFacttechcrunch.com
Jun 1, 2018Fund commitment disclosedS•••• F••• M••••••••• L•• invested in J•••••• ••• S• B••••••••• • S• R••••• G•••••Fund relationshipsFacten.wikipedia.org

Sources and evidence

173show

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. 173 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)

Contactability

+40 n•••• d••••••••• (D••• F••••••••• (Chief Executive Officer and Chief Investment Officer); H••••• I••• (Chief Sustainability Officer and Head of Impact Strategy); A••• P••••• (Chief T••••••••• Officer))

+10 v••••••• b••••••• p••••• (1)

Data confidence

+10 w••••••

+10 d•••••••••

+10 s••••• m••••••

+10 p•••••

+15 i•••••••••

+5 p••••• h•••••••

+10 r••••••••• r•••••

+20 i••••••••• s•••••• (6 sources)

Active deployment

+75 d•••• p•••••• i••••••••• i• l••• 2• m••••• (A••••• (2024-09-30); M••••••••• N•••••• (2026-04-01); U••• (2026-03-04))

+25 a• d•••• p•••••• i••••••••• i• l••• 1• m••••• (2026-04-01)

Exists confidence

+50 r••••••••• i••••••••• •••• C•• o• E•••

+20 w••••••

+30 i••••••••• s•••••• (6 sources)

+30 a•••••••••

Research priority

+20 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($9,119,078,018)

+15 s••••• f••••• o• f••••• i••••••••• c••••••

+15 d••••• i••••••••• o• r•••••

+10 d••••••• i• l••• 2• m•••••

+0 r••• (6)

Mandate confidence

+70 m•••••• s•••••••• b• o••••••• i•••••••••

+20 s••••• m•••••• o• t•• r•••••

Identity confidence

+75 c••••••••• (CONFIRMED_SFO (In 2011 the firm returned outside capital and converted to managing assets only for the S•••• family.))

Real estate propensity

+20 r••• e••••• i•••••••••

Co investment propensity

+80 c••••••••• o• t•• r••••• (M••••• C••••••; E•••••• C•••••••••; C•••••• T••••••••• V•••••••; A•••••• X•; M••••• F•••••••• G••••)

+20 p••••••••• i• s••••••••• r•••••

Family identity confidence

+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••

+40 f••••• n•••• (G••••• S•••• family; principal asset manager for the O••• S•••••• F•••••••••)

+20 f••••• p•••••••• o• s••••

Private markets propensity

+60 p•••••• m•••••• i••••••••• o•••••••

+10 s••••• v••••••

Current activity confidence

+50 d•••• p•••••• i••••••••• i• 2• m•••••

+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••

+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)

External manager propensity

+20 f••• o• m•••••• r•••••••••

Direct investment propensity

+70 o••••••• d••••• i••••••••• (85 on the record)

+15 d••••• i••••••••• p••••••••• o• s••••

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Allocates to managers	External manager allocation across private and public markets, often co-investing alongside partners “We establish strong partnerships with external asset managers across private and public markets.”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com	Fact
Asset classes	Public and private equity and credit, fixed income, FX, alternative assets; unconstrained mandate “including public and private equity and credit, fixed income, foreign exchange, and alternative assets.”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com	Fact
Asset classes	Private credit: sponsored corporate finance, direct lending (real estate, venture/growth lending, private ABS, warehouse, NAV loans, music royalties/entertainment finance, litigation finance) “Direct lending across Real Estate, Venture and Growth Lending, Private ABS, Warehouse, NAV loans, Music Royalties/Entertainment Finance, Litigation Finance”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com	Fact
Aum stated	$28B AUM (firm w••••••) “$28B Assets Under Management (AUM) 50+ Years of Experience 200 Employees 5 Offices”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com	Fact
Board participation	Takes board seats on minority growth i••••••••• (C•••••• M••••) “With the funding, which closed Sept. 28, S•••• Fund Management will have a seat on the board.”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) variety.com	Fact
Co invest behavior	Often co-invests alongside external manager partners across the capital structure “By often co-investing alongside our partners and actively engaging across the capital structure”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com	Fact
Description	SFM invests with agility and conviction across a wide range of strategies and asset classes, managing capital with a long-term, high-return focus.	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Description	SFM invests with agility and conviction across a wide range of strategies and asset classes, managing capital with a long-term, high-return focus.	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Description	SFM invests with agility and conviction across a wide range of strategies and asset classes, managing capital with a long-term, high-return focus.	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Description	SFM invests with agility and conviction across a wide range of strategies and asset classes, managing capital with a long-term, high-return focus.	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Description	Family office that does not accept investors other than eligible family clients “SFM is a family office and does not seek, solicit or accept investors that are not eligible family clients of SFM.”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com	Fact
Description	SFM invests with agility and conviction across a wide range of strategies and asset classes, managing capital with a long-term, high-return focus.	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Edgar forms	13F-HR,13F-HR/A,3,3/A,4,4/A,5,N-PX,SC 13D,SC 13D/A,SC 13G,SC 13G/A,SCHEDULE 13G,SCHEDULE 13G/A	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Family generation	Second generation: A••• S•••• named OSF chair (Dec 2022) and took control in 2023; OSF controls most SFM assets “is handing control of his O••• S•••••• F••••••••• to his son A•••, who was named chair in December. The foundation donates money to humanitarian and democratic causes ranging from criminal justice ref”	Jun 11, 2023	DFX analyst research (General-assisted, every claim URL-cited) spokesman.com	Fact
Family involvement	A••• S•••• (OSF chair) also oversees SFM per reporting; OSF controls the majority of SFM-managed assets “controls the majority of assets managed by S••••’ $25 billion family office.”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) spokesman.com	Fact
Family served	S•••• Fund family	n/a	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference
Family served	G••••• S•••• family; principal asset manager for the O••• S•••••• F••••••••• “S•••• Fund Management is a global asset manager and family office that serves as the principal asset manager for the O••• S•••••• F•••••••••.”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com	Fact
Family wealth estimate	G••••• S•••• net worth US$7.2 billion (May 2025), after donating more than $32 billion to OSF “he has a net worth of US$7.2 billion, [ 9 ] [ 10 ] having donated more than $32 billion to the O••• S•••••• F•••••••••”	May 1, 2025	DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org	Fact
Filing address	250 WEST 55TH STREET, FLOOR 29, New York, NY, 10019	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	250 WEST 55TH STREET, FLOOR 29, New York, NY, 10019	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	250 WEST 55TH STREET, FLOOR 29, New York, NY, 10019	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	250 West 55th Street, Floor 29, New York, NY, 10019	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	250 West 55th Street, Floor 29, New York, NY, 10019	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	250 West 55th Street, Floor 29, New York, NY, 10019	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	non_adviser_filer	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	1	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	1	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	1	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	1	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	1	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	1	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	263	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	244	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	184	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	202	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	209	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	190	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f t•••• value usd	$9.1B	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f t•••• value usd	$8.6B	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f t•••• value usd	$7.0B	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f t•••• value usd	$8.0B	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f t•••• value usd	$6.7B	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f t•••• value usd	$6.6B	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Formation year	Founded 1970; converted to family office 2011 “He founded S•••• Fund Management and earned a fortune on outsize bets, including an infamous wager against the British pound. He converted the fund to a family office in 2011.”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) spokesman.com	Fact
Headquarters	250 West 55th Street, New York, NY “Office address: 250 W 55th St, New York, NY”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) investmentnews.com	Fact
Headquarters	New York, NY	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Invests directly	Dedicated media partnerships and i••••••••• effort deploying equity and credit (A•••••, V•••, C•••••• M••••, M•••••••••) “At SFM, our unique platform allows us to deploy capital across the media landscape through both equity and credit.”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com	Fact
Liquidity event	2011: returned outside capital to investors to become a family office under Dodd-Fr••• “S•••• Fund Management made a major shift in 2011 when it became a family office . The firm returned all external funds to investors to avoid SEC registration under the Dodd-Fr••• Act.”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) investmentnews.com	Fact
Office type (stated)	single_family_office “The Bloomberg report cited a letter to investors that noted that the firm will focus on managing assets only for the S•••• family.”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com	Fact
Operating company origin	Participation Holding LP	Dec 31, 2024	IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov	Inference
Philanthropy program	O••• S•••••• F•••••••••; its impact investment arm is the S•••• Economic Development Fund “The S•••• Economic Development Fund (SEDF), the impact investment arm of the O••• S•••••• F•••••••••”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) soroseconomicdevelopmentfund.org	Fact
Philanthropy program	C•••••• commitment: net zero portfolio emissions by 2040; 60% carbon intensity reduction target by 2030 “Our C•••••• Action Strategy and Progress Reports reflect our commitment to reaching net zero portfolio emissions by 2040.”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com	Fact
Public stake filed (13D, 13G, Section 16)	B•••••• C••••	Feb 13, 2023	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	i•••• S••••••••• I•••	May 27, 2022	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	T•• A••••••••• C••• I•	Feb 11, 2022	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	X•••• P••••••••• I••	Jul 10, 2020	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	S••••••••• H•••••••• I•••	Feb 21, 2020	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	E••• I•••	Aug 4, 2017	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	S•••• D•••••• I••	Apr 14, 2017	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	K•• E••••• S••••••• I••	Feb 14, 2017	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	A•••• L•••	Aug 15, 2016	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	O•• R••• C•••••• C•••	May 4, 2016	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	M•••• N• I•••	Feb 16, 2016	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	A••••• T••••••••• I•••	Feb 16, 2016	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	E•• C•••	Mar 19, 2015	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	O•••••• I•••	Feb 23, 2015	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	S••••••• I•••	Feb 17, 2015	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	E••••• G•••• L•••	Feb 13, 2014	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	U•••••• P•••••• I•••	Feb 13, 2014	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	P•••••• I••	Feb 4, 2014	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	A••• T••••••••• I••	Nov 8, 2013	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	P••• V••••••• C•••	Sep 20, 2013	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	J• C• P••••• C• I••	Apr 25, 2013	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	A•••• E••••• L•••	Sep 11, 2012	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	D•••••• R•••• I•• ••	May 8, 2012	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	A••••• R••••••• C•••	Mar 2, 2012	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	M••••••••• I••	Jan 6, 2012	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	W•••• H••••• C••••	Oct 24, 2011	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	C•••• C•••	Sep 23, 2011	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	C••••••••• T••••••••• L••	Sep 21, 2011	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	Q•••••• C••• •••	Aug 15, 2011	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	G•••• L•• P••••••• L•	May 16, 2011	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	V••••• L•••	Feb 14, 2011	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	M•••••• S•••••• I••	Feb 14, 2011	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	P•••• O•• I••	Feb 14, 2011	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	P••••••• G•••• M••••• L••	Nov 1, 2010	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	F••••• H••••• C•	Nov 1, 2010	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	C••••••• T••••••••• I••••••	Jul 19, 2010	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	W••••••• I••••••••• I••	Apr 28, 2010	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	N••••••• R•••••••• I••	Mar 11, 2010	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	P••••• E••••••••• • P••••••••• C•	Feb 16, 2010	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	E••• C•••	Feb 16, 2010	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	D••• H•••••• C•••	Feb 16, 2010	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	L••••• I••••••••• H••••••• I••	Feb 16, 2010	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	G••••• S••• L••••• I••• (GSL, GSL-PB)	Nov 17, 2009	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	E••••• I•••	Oct 5, 2009	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	I••••••• C•••	Oct 2, 2009	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	E•••••• N••••••• I••	Jun 26, 2009	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	M•• P••••••••• I•••	May 26, 2009	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	C••••• L•••• I••	Feb 17, 2009	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	R• M•••• D•••••• I••	Feb 25, 2008	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	A••••••••• L••	Feb 19, 2008	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	L•••••• S••••••••• C•••	Feb 14, 2008	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	N••••• M••••••• P••••••• L•••	Nov 21, 2007	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	C••• T••••• I••	Aug 13, 2007	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	N•• P••••••••• I••	May 30, 2006	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	P••• T•••••• C•	Apr 25, 2005	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	W••••••• H••••• P••••• I•••	Feb 14, 2005	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	A••• C••••••••• • S••••••• L••	Feb 14, 2005	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	A••••••• P••••••••• I••	Jul 30, 2004	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	I•••••• L••••••••• H••••••• C•••	Mar 17, 2004	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	J•••••• A•••••• C•••	Feb 14, 2003	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	N•••• T••••••••• S•••••• L••	Feb 14, 2003	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	A•••• P••••• I••	Jan 8, 2003	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	B••••••••• I••	Jan 8, 2003	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	M•• C•••••• C•••	Feb 14, 2002	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	C•••••• C•••	Feb 14, 2002	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	V••••••• I••	Dec 27, 2001	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	L•••••••• L••	Jun 25, 2001	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	C••••••••• C•••	Jun 1, 2001	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	P••••••• I•• •••	May 29, 2001	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	P•••••• P••••••••• I••	Feb 14, 2001	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	M•••••••• I••	Feb 14, 2001	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	C••••••••• S••••••• I••	Feb 14, 2001	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	B•••••• I••	Feb 13, 2001	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	M••••••••• I••	Jan 17, 2001	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	O•••• I••••••••• I••	Jan 2, 2001	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Real estate strategy	Real estate exposure via credit (real estate direct lending) rather than stated equity ownership “Direct lending across Real Estate, Venture and Growth Lending, Private ABS, Warehouse, NAV loans”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com	Inference
Satellite office	Greenwich CT, Garden City NY, London, Dublin “New York Greenwich, CT Garden City, NY London Dublin SFM is a family office”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com	Fact
S•••••s	M•••• and audio, climate/energy transition (fusion, EV, charging), fintech “has become an increasingly key player in the oldest electronic mass media: radio.”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) semafor.com	Inference
Site mentions	co_investment,private_credit,private_equity,real_estate	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Site mentions	co_investment,private_credit,private_equity,real_estate	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Site mentions	co_investment,private_credit,private_equity,real_estate	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Site mentions	co_investment,private_credit,private_equity,real_estate	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Site mentions	co_investment,private_credit,private_equity,real_estate	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Team page url	https://s•••••••••.com/	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Team page url	https://s•••••••••.com/	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Team page url	https://s•••••••••.com/	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Team page url	https://s•••••••••.com/	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Team page url	https://s•••••••••.com/	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Team page url	https://s•••••••••.com/	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Team size investment	25+ portfolio managers across equities, credit and macro “today our firm is a leading global asset manager with 25+ portfolio managers investing globally across equities, credit, and macro strategies.”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com	Fact
Team size total	200 employees “$28B Assets Under Management (AUM) 50+ Years of Experience 200 Employees 5 Offices”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com	Fact
Source of wealth	Hedge fund founded by G••••• S•••• in 1970 (Quantum Fund, global macro) “Founded in 1970 as a hedge fund by G••••• S•••• , since the early 2010s it is structured as a family office .”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org	Fact
Website	s•••••••••.com	Sep 12, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) s•••••••••.com	Inference
Website read	site-fo-3	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Website read	site-fo-3	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Website read	site-fo-3	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Website title	S•••• Fund Management \| Home	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Website title	S•••• Fund Management \| Home	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Website title	S•••• Fund Management \| Home	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Website title	S•••• Fund Management \| Home	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Website title	S•••• Fund Management \| Home	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact