Family office profile

B•••••• C••••••• L••

The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Los Angeles, CACandidateidentity confidence 30%b•••••••••.com

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 · 57 observations · 5 sources
17 people · 0 investments · 167 public positions · 19 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.

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
show
Profile completeness 41% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
••• Locked
Headquarters
Los Angeles, CA
Office address
unknown
Business phone
unknown
Website
b•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $657M. These are different facts and are never added together.
Form 13F
$657M across 167 positions, quarter ended Jun 30, 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
17 peopleshow
PersonTitleResponsibilityBusiness contactSource
L••• J•••••Marketing ManagerLeadershipnone on record
B••• S••••Operations SpecialistOperations and financenone on record
C•••• H••••Operations SpecialistOperations and financenone on record
H•••••• J••••••Operations SpecialistOperations and financenone on record
L••••• B••••Director of OperationsOperations and financenone on record
S•••••• R•••••••CCOOperations and finance
phone: ••• Locked (published by the subject, Aug 12, 2025)
sec.gov Fact
B•••• S•••••••••Financial AdvisorOthernone on record
B•••• S•••••••••Financial AdvisorOthernone on record
C••••• E•••••Financial AdvisorOthernone on record
E•••••• F•••••• M••Financial AdvisorOthernone on record
G••• S••••Financial AdvisorOthernone on record
J•••• J•••••Service AssociateOthernone on record
K•••• H••••••Financial AdvisorOthernone on record
M•••••• C•••••Executive AssistantOthernone on record
S•••• N••••••••Financial AdvisorOthernone on record
S•••• M•••••••Financial AdvisorOthernone on record
T••••• L••Financial AdvisorOthernone on record
Office contact points
Business phone: ••• Locked (published by the subject) b•••••••••.com
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) b•••••••••.com
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$657M Inference
13F table value, quarter ended 2025-06-30; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 167 for the quarter ended Jun 30, 2025; $615M shown of $657M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
N••••• C•••••••••COM$128M811,90919.5%
M••• P•••••••• I••CL A$119M161,09218.1%
A•••• I••COM$74.3M361,93611.3%
M•••••••• C•••COM$52.0M104,5687.9%
C•••••• I••COM$32.7M109,1005.0%
A••••• C•• I••COM$32.5M148,3304.9%
A••••• G••••• M••• I••COM$23.0M162,3223.5%
S••• S•• 5•• E•• T•TR UNIT$22.7M36,7963.5%
P••••••• T••••••••• I••CL A$19.3M141,7802.9%
H••• D•••• I••COM$14.4M39,3942.2%
T•••• I••COM$10.4M32,8771.6%
I•••••• T•MSCI EAFE ETF$10.3M115,0231.6%
A••••••• I••CAP STK CL A$9.3M52,9041.4%
B••• G••••• C•••COM$8.6M109,8831.3%
V••••••• I•••• F••S&P 500 ETF SHS$4.2M7,4490.6%
M••••••••• I••CL A NEW$4.2M10,3040.6%
C••••••• C•••COM$4.0M45,3000.6%
J••••••• C•••• • C••COM$3.4M11,7040.5%
B••••••• I••COM$3.0M10,8590.5%
N•• I••COM$2.9M235,0810.4%
S••• T••••••••• I••COM$2.5M140,0000.4%
C••• G•••• I••COM$2.5M30,0000.4%
A••••••• I••CAP STK CL C$2.5M14,0500.4%
I•••••• T•US AER DEF ETF$2.5M13,2050.4%
3• C•COM$2.5M16,1070.4%
V••••••• I•••• F••TOTAL STK MKT$2.4M8,0000.4%
B•••••••• H••••••• I•• D••CL B NEW$2.1M4,3850.3%
I•••••• Q•• T•UNIT SER 1$1.9M3,4750.3%
K•• C•••COM NEW$1.8M2,0000.3%
U••••••••• G•••• I••COM$1.8M5,7280.3%
S••••••••• I••COM$1.8M1,7350.3%
R••••••• S••• I••COM$1.7M7,0000.3%
V••••••• A•••••• F•• I••SMLLCP 600 IDX$1.6M16,0510.2%
I•••••• T•RUSSELL 2000 ETF$1.6M7,5000.2%
I••••••••• E••••••• I•COM$1.5M8,0710.2%
M••••••• S•••••••• I••COM NEW$1.3M3,0940.2%
A••••• H•••• I••COM CL A$1.2M18,0000.2%
C••••• W••• C••• N••COM$1.1M1,0760.2%
V••• I••COM CL A$1.0M2,8530.2%
H•• H••••••••• I••COM$1.0M2,6200.2%
Changes between the last two quarters
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
show
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

  • Sep 12, 2026Office discovered••• LockedDiscoveryInferencesec.gov
Sources and evidence
57show

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. 57 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (L••• J••••• (Marketing Manager))
+20 v••••••• b••••••• p••••• (2)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
Research priority
+14 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($657,473,332)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (1087)
Mandate confidence
no components; scored 0
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••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Other names (Form ADV 1.B)B•••••• C•••••• Group | B•••••• C••••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)B•••••• C•••••• Group | B•••••• C••••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)B•••••• C•••••• Group | B•••••• C••••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices0Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices0Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices0Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnon_adviser_filerMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions167Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions170Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions120Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$657MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$557MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$615MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLos Angeles, CAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLos Angeles, CAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLos Angeles, CADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Site mentionsreal_estateSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Site mentionsreal_estateSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Site mentionsreal_estateSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Site mentionsreal_estateSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Site mentionsreal_estateSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Team page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website••• LockedSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) b•••••••••.comInference
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact