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W••••• P•••••• E••••• P•••••••• L••

CandidateNot hand-verified in 180 days· Omaha, NE

Candidate, based in Omaha, NE.

Composed from this office's classification, location and record.

Regulatory AUM
$173M
Form ADV, Item 5.F
Last deployment
Jul 2026
The latest dated investment or commitment on record
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
This entity is a candidate. One public signal put it on the graph; it is not counted as a confirmed family office and nothing below should be read as saying it is one.

Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 45% · 101 observations · 3 sourcesShow
CandidateNot yet hand-verified6 people · 0 investments · 15 public positions · 21 events

Why this class: registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M R••• (unconfirmed shape).

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.

Profile completeness 47% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Candidate
Description
unknown
Headquarters
Omaha, NE
Office address
••• Locked
Business phone
••• Locked
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $185M. Regulatory AUM $173M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$173M as of Apr 20, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Aug 27, 2013 · 3 employeesFact
Client mix (Form ADV 5.D)
High net worth individuals: 2 ($173M)Fact
Form 13F
$185M across 15 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Candidate 45%registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M R••• (unconfirmed shape)Inference
  • Sep 12, 2026Single family office (probable) 55%registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M R•••Inference
Team
6 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
S•••• S•••••Managing MemberLeadership
phone: ••• Locked (published by the subject, Oct 7, 2024)
sec.gov Fact
S••••• W• S•••••Managing MemberLeadership
phone: ••• Locked (published by the subject, Jul 2, 2024)
sec.gov Fact
C•••• A•• K••••••• S•••••Passive ShareholderLeadershipnone on record
E•••••••• M•••• S•••••Passive ShareholderLeadershipnone on record
N••••••• S••••• S•••••Passive ShareholderLeadershipnone on record
Full team · 6 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
T••••• B••••••• S•••••Passive ShareholderLeadershipnone on record
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
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 13, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
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
$181M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
15 positionsshow
Form 13F holdings

Top 15 positions of 15 for the quarter ended Jun 30, 2026; $185M shown of $185M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
B••••••••• I••common$43.7M371,14223.6%
E••••• T••••••• E••••• L•common$39.2M2,048,50021.2%
W••••••• C•• I••common$35.7M479,82519.3%
S••••• L•common$16.3M242,1008.8%
M••• L•common$15.7M268,0008.5%
P••••• A•• A••••••• P•••••••common$13.4M602,3007.2%
E••••••••• P•••• P••••••• L•common$9.6M259,9785.2%
B••••••••• R•••••••• P•••••••common$4.6M131,8042.5%
B••••••••• I••••••••• P•••common$3.7M102,0002.0%
P••••• G• H••••••• L•common$1.2M51,0000.7%
All 15 positionslargest value first
IssuerClassValueSharesWeight
A••••••• B•••••••• H••• L• P•common$913,92425,9490.5%
S••••••••• L••common$642,8659,5000.3%
B••••••••• I••••••••• C•••common$385,00010,0000.2%
U•• C••••••••• P••••••• L•common$46,3411,7560.0%
J• M••••• A•••••• M•• I••••common$11,8993450.0%
Changes between the last two quarters
  • 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
All 9 changes
  • 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
4show
Sources and evidence
101show

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. 101 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (3)
+10 o••••• a••••••
Data confidence
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (3 sources)
Research priority
+11 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($181,325,223)
+3 c••••••••• i••••••• u•••••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1308)
Mandate confidence
no components; scored 0
Identity confidence
+45 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 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+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
View all 101 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAApr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalSfo shapeApr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalSfo shape, services descriptionApr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-04-20Apr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)W••••• P•••••• E••••• P•••••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)W••••• P•••••• E••••• P•••••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)W••••• P•••••• E••••• P•••••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)W••••• P•••••• E••••• P•••••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)PORTFOLIO MANAGEMENT FOR FAMILY OFFICE & TRUSTApr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)Financial planning, otherApr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedApr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2013-08-27Apr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedApr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients2Apr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)High net worth individuals: clients: 2; RAUM usd: 172,610,119; Fewer than 5: noApr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Employees3Apr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) 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
Filing address••• LockedSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-09-30Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-06-30Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions15Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions14Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions13Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions13Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions13Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions13Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions14Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions15Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions15Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions16Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$185MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$181MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$172MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$177MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$171MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$183MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$188MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$168MSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$158MJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$157MMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOmaha, NEJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOmaha, NEApr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersOmaha, NEMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOmaha, NEDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOmaha, NESep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOmaha, NEJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOmaha, NEMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOmaha, NEDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOmaha, NESep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOmaha, NEJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersOmaha, NEMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyApr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedApr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised0Apr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Apr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)2Apr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$173MApr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$173MApr 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows4Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact

Not yet on record: direct investments, decision makers.