Family Office Intelligence
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.
Clark Estates Inc/ny
Why this class: Clark Estates manages the Cooperstown-based Clark family's Singer Sewing Machine fortune (descendants of Edward Cabot Clark); Wikipedia ties the entity to family member Jane Forbes Clark II, and an independent obituary of a 23-year Clark Estates president calls it 'a renowned family office'..
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
- Classification
- Single family office (confirmed)
- Description
- The Clark Estates, Inc. is described as a financial and business management company for the Clark family.
- Headquarters
- Clark Estates Inc/NY's SEC-registered business street address is One Rockefeller Plaza, 31st Floor, New York, NY 10020.
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $53.9M across 2 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $416M. Related foundation assets $53.9M. These are different facts and are never added together.
- Form 13F
- $416M across 97 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
- Sep 15, 2026Single family office (confirmed) 85%Clark Estates manages the Cooperstown-based Clark family's Singer Sewing Machine fortune (descendants of Edward Cabot Clark); Wikipedia ties the entity to family member Jane Forbes Clark II, and an independent obituary of a 23-year Clark Estates president calls it 'a renowned family office'.Factverifiedallotsego.com“Shortly after graduating, he joined The Clark Estates, a renowned family office where he worked for the next 42 years, the last 23 years as its president.”
- Sep 13, 2026Single family office (probable) 60%Clark Estates is the New York office founded in 1946 to manage the business and financial interests of the Clark family (Singer fortune), alongside The Clark Foundation. (a family office database's profile, not the office or the press)Inferenceverifiedaltss.com“Clark Estates was founded in 1946 to manage the business and financial interests of the Clark family.”
- Sep 13, 2026Single family office (probable) 55%a 13F filer on no adviser roster that files nothing but ownership forms, with 1 private foundation(s) at its own address holding $38,161,555: the shape of a single family office (structural inference, no self-description found)Inference
- Sep 12, 2026Single family office (probable) 55%a 13F filer on no adviser roster that files nothing but ownership forms, with 1 private foundation(s) at its own address holding $30,007,964: the shape of a single family office (structural inference, no self-description found)Inference
- 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 served
- Clark family
- Source of wealth
- Clark family wealth traces to Edward Clark, who was Isaac Singer's business partner in the Singer Sewing Machine Company.
- Operating company origin
- unknown
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| Kevin S Moore | President | Leadership | none on record | baseballhall.org Fact |
| Anthony Fasano | Treasurer | Operations and finance | phone: 2129776900 (published by the subject, Nov 10, 2025) | sec.gov Fact |
| Ryan Quilty | Treasurer | Operations and finance | phone: 2129776900 (published by the subject, May 11, 2026) | sec.gov Fact |
inferred only: public equity book 416205017.0
- Public equity book
- $416M Inference13F 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
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 |
|---|---|---|---|---|---|
| Private Equity | SHIPPY FOUNDATION | $20.5M | Dec 31, 2024 | Inference at the office's address apps.irs.gov | |
| Private Equity Secuities | FERNLEIGH FOUNDATION | $2.4M | Dec 31, 2024 | Inference at the office's address apps.irs.gov |
Top 40 positions of 97 for the quarter ended Mar 31, 2026; $334M shown of $416M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| EA SERIES TRUST | EUCLIDEAN FUNDAM | $77.0M | 2,119,482 | 18.5% |
| DISNEY WALT CO | COM | $19.3M | 200,000 | 4.6% |
| SOLVENTUM CORP | COM SHS | $18.9M | 290,000 | 4.5% |
| UNILEVER PLC | SPON ADR NEW | $17.4M | 305,000 | 4.2% |
| WARNER MUSIC GROUP CORP | COM CL A | $16.6M | 650,000 | 4.0% |
| IQVIA HLDGS INC | COM | $16.2M | 95,200 | 3.9% |
| AMRIZE LTD | SHS | $16.0M | 285,000 | 3.8% |
| SONY GROUP CORP | SPONSORED ADR | $14.3M | 691,600 | 3.4% |
| HALEON PLC | SPON ADS | $14.0M | 1,400,000 | 3.4% |
| MEDTRONIC PLC | SHS | $13.4M | 155,000 | 3.2% |
| BAUSCH PLUS LOMB CORP | COMMON SHARES | $13.1M | 825,000 | 3.2% |
| AVANOS MED INC | COM | $11.8M | 845,000 | 2.8% |
| SHATTUCK LABS INC | COM | $9.5M | 1,475,648 | 2.3% |
| SMITH & NEPHEW PLC | SPDN ADR NEW | $7.0M | 220,000 | 1.7% |
| GILEAD SCIENCES INC | COM | $3.6M | 26,022 | 0.9% |
| ALTRIA GROUP INC | COM | $3.2M | 48,613 | 0.8% |
| LANTHEUS HLDGS INC | COM | $3.2M | 42,000 | 0.8% |
| ZIFF DAVIS INC | COM | $2.9M | 69,700 | 0.7% |
| TD SYNNEX CORPORATION | COM | $2.9M | 17,299 | 0.7% |
| HALOZYME THERAPEUTICS INC | COM | $2.9M | 44,868 | 0.7% |
| NETSCOUT SYS INC | COM | $2.8M | 88,912 | 0.7% |
| CATALYST PHARMACEUTICALS INC | COM | $2.8M | 113,918 | 0.7% |
| INDIVIOR PHARMACEUTICALS INC | COM | $2.8M | 92,300 | 0.7% |
| BIOGEN INC | COM | $2.8M | 15,300 | 0.7% |
| PEDIATRIX MEDICAL GROUP INC | COM | $2.8M | 129,000 | 0.7% |
| PFIZER INC | COM | $2.7M | 96,750 | 0.7% |
| 3D SYS CORP DEL | COM NEW | $2.7M | 1,418,614 | 0.6% |
| BRISTOL-MYERS SQUIBB CO | COM | $2.6M | 43,000 | 0.6% |
| EXPEDIA GROUP INC | COM NEW | $2.6M | 11,100 | 0.6% |
| WILEY JOHN & SONS INC | CL A | $2.6M | 67,000 | 0.6% |
| TERADATA CORP DEL | COM | $2.5M | 97,700 | 0.6% |
| CROCS INC | COM | $2.4M | 28,900 | 0.6% |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | $2.4M | 30,550 | 0.6% |
| INCYTE CORP | COM | $2.4M | 25,000 | 0.6% |
| BORGWARNER INC | COM | $2.3M | 43,000 | 0.6% |
| VIATRIS INC | COM | $2.3M | 171,566 | 0.6% |
| KORN FERRY | COM NEW | $2.3M | 36,800 | 0.6% |
| WEX INC | COM | $2.3M | 15,100 | 0.6% |
| MATCH GROUP INC NEW | COM | $2.3M | 74,800 | 0.6% |
| STRATEGIC ED INC | COM | $2.3M | 27,600 | 0.6% |
- Mar 31, 2026 Clark Estates Inc/ny exited Halliburton Co (was $2,376,666, 84,100 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny exited Lear Corp (was $2,629,039, 22,941 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny exited Middleby Corp (was $2,750,395, 18,500 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny exited Minerals Technologies Inc (was $2,078,395, 34,100 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny exited Oshkosh Corp (was $2,436,594, 19,395 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny exited Rentokil Initial Plc (was $5,892,000, 200,000 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny exited SLB Limited (was $2,494,700, 65,000 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny exited United Parks & Resorts Inc (was $10,890,000, 300,000 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny exited Tegna Inc (was $2,259,518, 116,410 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny exited Teleflex Incorporated (was $2,282,148, 18,700 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny exited Indivior Plc (was $3,311,724, 92,300 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny opened a $2,185,289 position in Adobe Inc (8,990 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny opened a $2,211,640 position in CDW Corp (18,275 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny opened a $2,151,935 position in Deckers Outdoor Corp (21,500 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny opened a $2,191,560 position in Dorman Prods Inc (21,000 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny opened a $2,562,879 position in Expedia Group Inc (11,100 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny opened a $2,008,680 position in Frontdoor Inc (38,000 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny increased Solventum Corp 215,000 -> 290,000 shares ($17,036,600 -> $18,937,000) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny increased Sony Group Corp 250,000 -> 691,600 shares ($6,400,000 -> $14,316,120) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny increased Unilever Plc 160,000 -> 305,000 shares ($10,464,000 -> $17,375,850) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny increased Warner Music Group Corp 275,000 -> 650,000 shares ($8,434,250 -> $16,601,000) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny opened a $2,094,670 position in Ss&c Tech Hldgs (31,000 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny reduced Smith & Nephew Plc 300,000 -> 220,000 shares ($9,843,000 -> $6,991,600) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny opened a $2,083,455 position in Taskus Inc (310,500 shares) sec.gov
- Mar 31, 2026 Clark Estates Inc/ny opened a $2,108,400 position in Qualys Inc (24,000 shares) sec.gov
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 5 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changedClark Estates Inc/ny: PROBABLE_SFO -> PROBABLE_SFO (Clark Estates is the New York office founded in 1946 to manage the business and financial interests of the Clark family (Singer fortune), alongside The Clark Foundation. (a family office database's profile, not the office or the press))ClassificationInferencealtss.com
- Sep 12, 2026Classification changedClark Estates Inc/ny: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (a 13F filer on no adviser roster that files nothing but ownership forms, with 1 private foundation(s) at its own address holding $30,007,964: the shape of a single family office (structural inference, no self-description found))ClassificationInferenceno URL
- Sep 11, 2026Classification changedClark Estates Inc/ny: 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)ClassificationInferenceno URL
- Sep 11, 2026Office discoveredClark Estates Inc/ny files Form 13F (non_adviser_filer, $412,101,010 in 98 positions)DiscoveryInferencesec.gov
- Sep 15, 2026Classification changedClark Estates Inc/ny: PROBABLE_SFO -> CONFIRMED_SFO (Clark Estates manages the Cooperstown-based Clark family's Singer Sewing Machine fortune (descendants of Edward Cabot Clark); Wikipedia ties the entity to family member Jane Forbes Clark II, and an independent obituary of a 23-year Clark Estates president calls it 'a renowned family office'.)ClassificationFactallotsego.com
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. 55 shown.
Score components
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Description | The Clark Estates, Inc. is described as a financial and business management company for the Clark family. “Kevin S. Moore is president of The Clark Estates, Inc., a financial and business management company.” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) baseballhall.org | Fact |
| Description | The Clark Estates, Inc. is described as a financial and business management company for the Clark family. “Kevin S. Moore is president of The Clark Estates, Inc., a financial and business management company.” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) baseballhall.org | Fact |
| Edgar entity type | other | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar forms | 13F-HR,13F-HR/A,N-PX | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar fts mention | 100 | Sep 12, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.sec.gov | Fact |
| Family served | Clark family “In 2007, in the possession of The Clark Estates Inc. (overseen by granddaughter Jane Forbes Clark II), it was auctioned at Sotheby's New York for $25,800,000.” | n/a | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Filing address | ONE ROCKEFELLER PLAZA 31ST FL, New York, NY, 10020 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ONE ROCKEFELLER PLAZA 31ST FL, New York, NY, 10020 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ONE ROCKEFELLER PLAZA 31ST FL, New York, NY, 10020 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ONE ROCKEFELLER PLAZA 31ST FL, New York, NY, 10020 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ONE ROCKEFELLER PLAZA 31ST FL, New York, NY, 10020 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ONE ROCKEFELLER PLAZA 31ST FL, New York, NY, 10020 | 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 | 0 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | 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 | 97 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 98 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 99 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 97 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 94 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 92 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $416M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $412M | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $438M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $446M | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $472M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $517M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Clark Estates Inc/NY's SEC-registered business street address is One Rockefeller Plaza, 31st Floor, New York, NY 10020. “ONE ROCKEFELLER PLAZA 31ST FL” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Headquarters | Clark Estates Inc/NY's SEC-registered business street address is One Rockefeller Plaza, 31st Floor, New York, NY 10020. “ONE ROCKEFELLER PLAZA 31ST FL” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | 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 |
| Office type (stated) | single_family_office “Shortly after graduating, he joined The Clark Estates, a renowned family office where he worked for the next 42 years, the last 23 years as its president.” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) allotsego.com | Fact |
| Source of wealth | Clark family wealth traces to Edward Clark, who was Isaac Singer's business partner in the Singer Sewing Machine Company. “was Isaac Singer's partner in the Singer Sewing Machine Company” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Source of wealth | Clark family wealth traces to Edward Clark, who was Isaac Singer's business partner in the Singer Sewing Machine Company. “was Isaac Singer's partner in the Singer Sewing Machine Company” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Website search | not_found | Sep 12, 2026 | DFX model output (classification rules, scores, mandates, matches) no URL | Inference |