Family office profile

G••••• G•••• I••••••••• L••

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New York, NYCandidateidentity confidence 30%Top 500 by research priority

Why this class: 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.

Not yet hand-verified
Last observed Sep 21, 2026 · 47 observations · 4 sources
1 people · 1 investments · 87 public positions · 124 events
This entity is a candidate. One public signal put it on the graph (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); it is not counted as a confirmed family office and nothing below should be read as saying it is one.
Direct investing
30
moderate

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: external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
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Profile completeness 41% (high value, high value shallow; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
unknown
Headquarters
New York, NY
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $843M. These are different facts and are never added together.
Form 13F
$843M across 49 positions, quarter ended Dec 31, 2025. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • 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
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
1 peopleshow
PersonTitleResponsibilityBusiness contactSource
A•••••• P•••••••A••••••••• f•• G••••• G•••• I••••••••• L••direct i••••••••• · investment decisions
phone: ••• Locked (published by the subject, Mar 24, 2026)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
Investment mandate
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••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
States
NY (1) Fact
Control
unknown (1) Fact
Sectors
none Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
public equity (1) Fact
Direct vs fund
Fund: 0 · Direct: 1 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
1 Fact
Investment kinds
insider stake (1) Fact
First and last deal
Last: 2025-05-15 · First: 2025-05-15 Fact
Lead vs participant
unknown (1) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
Inferred (regulatory shape and team)
Public equity book
$843M Inference
13F table value, quarter ended 2025-12-31; long 13(f) securities only
Direct investment team
1 Inference
named professionals with this responsibility
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.
Investment vehicles (SEC Form D)
  • G••••• D••••••• L• · shared principal · Jul 14, 2025 · via A•••••• P••••••• Inference sec.gov
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
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 filedIssuerFiled asFilings
May 15, 2025G••••• D•••••• I•••Section 16 insider••• Locked sec.gov
Form 13F holdings

Top 40 positions of 49 for the quarter ended Dec 31, 2025; $879M shown of $843M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
I•••••• B•••••• T•••• E••SHS BEN INT$302M6,090,20635.9%
A•• 2••••••• B•••••• E••SHS BEN INT$149M5,117,50017.6%
I•••••• B•••••• T•••• E•• PutSHS BEN INT$79.4M1,600,0009.4%
I•••••• G••••• B•••••• E••COM SHS BEN INT$63.2M725,0007.5%
F•••••• I••• I•• N• Y•COM NEW$53.6M8,108,1086.4%
B••••••ORD SHS$23.7M625,0002.8%
S••• A••••• T•S••• G••••• HEDG$23.4M590,0002.8%
A•••••• G•••• H••• L••SPONSORED ADS$15.4M105,1501.8%
H••••••••• S••••••••• I••COM$15.2M4,260,4761.8%
I•••••• E••••••• T•SHS$12.5M555,8901.5%
C••••• I••SPONSORED ADS$12.1M17,500,0001.4%
C••• S••••••••• I•• N••COM$11.4M784,5401.4%
Z••• C••••••••• I•• CallCL A$8.6M100,0001.0%
I•••••• G••••• E••••••• E••SHS$8.6M290,0001.0%
R••• P•••••••• I••COM$7.8M619,4380.9%
I•••••• E••••••• T••••• F• T•S&P500 EQL WGT$5.9M31,0400.7%
D•• E•• T•XTRACK HRVST CSI$5.2M157,7500.6%
C••••••••• I••COM NEW$5.1M506,7460.6%
I•••••• S••••• T• PutI••••••$4.9M75,3000.6%
M••••• T••••••••• I••COM$4.8M16,8710.6%
S••••• S••••• S••• T• CallSTATE STREET IND$4.7M30,3000.6%
S•••••• H•••• I••CL A$4.5M331,7080.5%
S••••• S••••• S••• T• CallSTATE STREET ENE$4.5M100,0000.5%
B••••••• L••COM$4.4M1,885,7280.5%
C••••• M••••• I••COM$4.4M297,7510.5%
A••••••• I••CAP STK CL A$4.3M13,6740.5%
D••• T••••••••• I••COM$3.8M4,971,6950.4%
I•••••• S••••• T• CallI••••••$3.7M57,5000.4%
D•• E•• T• CallXTRACK HRVST CSI$3.6M110,0000.4%
V••••• H••••••• C•COM CL A$3.4M20,8030.4%
T••••••••• E••••• I••COM SHS$3.1M500,0000.4%
S••• G••• T• CallG••• SHS$2.9M7,4000.3%
I•••••• E••••••• T••••• F• T• CallS&P500 EQL WGT$2.9M15,0000.3%
I•••••• T• CallCHINA LG-CAP ETF$2.7M50,0000.3%
S••• G••• T•G••• SHS$2.7M6,7000.3%
T••••• S••••••••• M•• L••SPONSORED ADS$2.6M8,5310.3%
I•••••• T•EXPANDED TECH$2.4M22,5000.3%
P••••• F••• I••COM SHS$2.2M625,0000.3%
S••••• S••••• S••• T• CallSTATE STREET FIN$2.2M40,0000.3%
A•••••• M•••• I••COM$2.2M8,5000.3%
Changes between the last two quarters
  • Dec 31, 2025 ••• Locked sec.gov
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Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
1show
Signals and timeline
2show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.

  • Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov
  • Jul 14, 2025New investment vehicle••• LockedVehiclesInferencesec.gov
Sources and evidence
47show

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. 47 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (10 days)
Contactability
+15 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 p•••••
+15 i•••••••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (4 sources)
Research priority
+15 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($843,046,371)
+3 c••••••••• i••••••• u•••••••••
+3 d••••• i••••••••• o• r•••••
+2 F••• D• v••••••• l•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (414)
Mandate confidence
+10 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+30 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (10 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 o••••••• d••••• i••••••••• (1 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar forms13F-HR,13F-HR/A,3,4Sep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar fts mention100Sep 12, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.sec.govFact
Filing address••• LockedDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnon_adviser_filerDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F4Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F7Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions49Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions113Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions37Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions29Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions24Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions16Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$959MDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$843MDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.9BSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.0BJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$804MMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.1BDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Public stake filed (13D, 13G, Section 16)G••••• D•••••• I•••May 15, 2025SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Website searchnot_foundSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 20, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 19, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference