DFX Intelligence
Family office profile
A••••••• A••••• I••
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San Diego, CACandidateidentity confidence 30%Top 500 by research prioritya•••••••••.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 23, 2026 · 85 observations · 4 sources
3 people · 3 investments · 12 public positions · 13 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
45
elevated
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.
Overviewshow
Profile completeness 50% (high value, high value deep; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Candidate
- Description
- ••• Locked
- Headquarters
- San Diego, CA
- Office address
- unknown
- Business phone
- unknown
- Website
- a•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $93.7M 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 $332M. Related foundation assets $93.7M. These are different facts and are never added together.
- Form 13F
- $332M across 12 positions, quarter ended Jun 30, 2026. 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
- Sep 12, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth originshow
- 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.
Team3 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| E••••• S• R••• | President | Leadership | phone: ••• Locked (published by the subject, Aug 5, 2026) | sec.gov Fact |
| J•••• S••••••• | Vice President and General Counsel | Leadership | phone: ••• Locked (published by the subject, May 9, 2025) phone: ••• Locked (published by the subject, Nov 5, 2025) | sec.gov Fact |
| J•••• S••••••• | Senior Vice President and General Counsel | Leadership | phone: ••• Locked (published by the subject, May 9, 2025) phone: ••• Locked (published by the subject, Nov 5, 2025) | sec.gov Fact |
Office contact points
Investment mandateshow
••• Locked
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
- States
- none Fact
- Control
- unknown (2), significant influence (1) Fact
- Sectors
- none Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- public equity (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 3 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 3 Fact
- Investment kinds
- portfolio listing (2), public stake 13d (1) Fact
- First and last deal
- Last: 2011-01-19 · First: 2011-01-19 Fact
- Lead vs participant
- unknown (3) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
Inferred (regulatory shape and team)
- Public equity book
- $298M 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
Direct investments2 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| n/a | T••••• S••••••• | Portfolio listing | unknown | unknown | unknown | none named | a•••••••••.com Fact “••• Locked” |
| n/a | T••••• C••••••• | Portfolio listing | unknown | unknown | unknown | none named | a•••••••••.com Fact “••• Locked” |
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings12 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 |
|---|---|---|---|
| Jan 19, 2011 | A••••••• A••••• T••••• I••• | Schedule 13D (with intent) | ••• Locked sec.gov |
Form 13F holdings
Top 12 positions of 12 for the quarter ended Jun 30, 2026; $332M shown of $332M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| A••••••• A••••• T• I•• | COM | $182M | 7,374,599 | 54.8% |
| W•••• F•••• • C• | COM | $132M | 1,600,626 | 39.8% |
| B••• O• A••• C••• | COM | $5.0M | 87,500 | 1.5% |
| E•••• M•••• C••• | COM | $4.8M | 35,000 | 1.4% |
| C•••••• O•• F••• C••• | COM | $2.0M | 10,000 | 0.6% |
| T•••••• D••••••• B• O•• | COM NEW | $1.8M | 15,000 | 0.5% |
| S•••• P••• G•••• I•• N•• | COM | $1.1M | 5,000 | 0.3% |
| A•• P••••••••• I•• | COM | $1.0M | 125,000 | 0.3% |
| C•••••• C••••••••• | COM | $828,800 | 5,000 | 0.2% |
| T••••• F••• C••• | COM | $498,200 | 10,000 | 0.1% |
| A••••• C•• I•• | COM | $476,680 | 2,000 | 0.1% |
| A••••••• B•••• I•••• S• N• | SPONSORED ADR | $412,000 | 5,000 | 0.1% |
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities1show
Signals and timeline3show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.
- Sep 11, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
- Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov
- Dec 31, 2023Foundation assets changed••• LockedFoundationFactapps.irs.gov
Sources and evidence85show
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. 85 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••••• (5)
Data confidence
+10 w••••••
+10 d•••••••••
+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•••
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($298,483,447)
+3 c••••••••• i••••••• u•••••••••
+9 d••••• i••••••••• o• r•••••
+0 r••• (423)
Mandate confidence
+30 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 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
+45 o••••••• d••••• i••••••••• (3 on the record)
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Description | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Description | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Description | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.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,13F-NT,3,4,5,N-PX,SC 13D | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| Filing address | ••• Locked | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2026 | 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 | Jun 30, 2026 | 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 | 2026-06-30 | Jun 30, 2026 | 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 | 12 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 24 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 28 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 20 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 25 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 19 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 23 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $332M | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $298M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $316M | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $312M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $288M | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $289M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $323M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $326M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | San Diego, CA | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | San Diego, CA | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | San Diego, CA | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | San Diego, CA | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | San Diego, CA | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | San Diego, CA | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | San Diego, CA | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Portfolio listed | T••••• C••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Portfolio listed | T••••• S••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Portfolio listed | T••••• C••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Portfolio listed | T••••• S••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Portfolio listed | T••••• C••••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Portfolio listed | T••••• S••••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Public stake filed (13D, 13G, Section 16) | A••••••• A••••• T••••• I••• | Jan 19, 2011 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| Site mentions | real_estate | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Site mentions | real_estate | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Site mentions | real_estate | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Website | ••• Locked | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) a•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Website title | Home - A••••••• A••••• T•••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Website title | Home - A••••••• A••••• T•••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Website title | Home - A••••••• A••••• T•••• | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Website title | Home - A••••••• A••••• T•••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Website title | Home - A••••••• A••••• T•••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |