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W••••••• M••••••••• L••
Single family office (confirmed), based in New York, NY.
Composed from this office's classification, location and record.
- Decision makers
- 1 of 23
- 13F holdings
- $112M
- Last deployment
- Aug 2026
Nothing material in the last 365 days. Last change: 15 Sep 2026, ••• Locked.
Readings, classification basis and verificationidentity confidence 70% · 109 observations · 6 sourcesShowHide
Why this class: W••••••• M•••••••••'s own homepage (a different page from our_source_url's /about/ page) independently repeats that it is a private investment firm and single-family office..
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
- “••• Locked”w•••••••••.com
- “••• Locked”w•••••••••.com
- Classification
- Single family office (confirmed)
- Description
- ••• Locked
- Headquarters
- New York, NY
- Office address
- unknown
- Business phone
- unknown
- Website
- w•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $399M 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 $112M. Related foundation assets $399M. These are different facts and are never added together.
- Form 13F
- $112M across 22 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
- Sep 15, 2026Single family office (confirmed) 70%W••••••• M•••••••••'s own homepage (a different page from our_source_url's /about/ page) independently repeats that it is a private investment firm and single-family office.Factverifiedw•••••••••.com“••• Locked”
- Sep 13, 2026Single family office (confirmed) 90%W••••••• M•••••••••'s own site calls it a private investment firm and single-family office overseeing its founders' capital, real estate and foundation.Factverifiedw•••••••••.com“••• Locked”
- Sep 12, 2026Family investment company 80%the office describes itself as a family investment company (cited)Fact
- 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 originshow
- Family served
- W•••••• H•••• family
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team23 people, 1 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| T••••• A••••••• | President & Chief Investment Officer | Chief investment officer · investment decisions | email: ••• Locked (unverified) phone: ••• Locked (published by the subject, May 15, 2024) | sec.gov Fact |
| T••••• A••••••• | President & Chief Investment Officer | Chief investment officer · investment decisions | email: ••• Locked (unverified) phone: ••• Locked (published by the subject, May 15, 2024) | w•••••••••.com Fact |
| T••••• A••••••• | President & Chief Investment Officer | Leadership · investment decisions | email: ••• Locked (unverified) phone: ••• Locked (published by the subject, May 15, 2024) | w•••••••••.com Fact |
| J•••• H• | Investments Associate | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| J•••• H• | Investments Associate | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
Full team · 23 peopleShow fewerdecision makers first
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| N•• L• | Investments Associate | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| N•• L• | withheld-1 | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| N••• R•••••••• | Investments Associate | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| N••• R•••••••• | Investments Associate | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| S••••• S•••••• | withheld-2 | Direct investments · investment decisions | email: ••• Locked (unverified) | w•••••••••.com Fact |
| J••• C•• | Chief Financial Officer | Operations and finance · investment decisions | none on record | w•••••••••.com Fact |
| R••• T•••• | Finance Associate | Operations and finance · investment decisions | none on record | w•••••••••.com Fact |
| A••••• M••••• | Family Office Director | Leadership | email: ••• Locked (unverified) | w•••••••••.com Fact |
| S••••• S•••••• | Investments Vice President | Leadership | email: ••• Locked (unverified) | w•••••••••.com Fact |
| A••••• P••••• | General Counsel and Chief Compliance Officer | Operations and finance | none on record | w•••••••••.com Fact |
| A••••• P••••• | withheld-3 | Operations and finance | none on record | w•••••••••.com Fact |
| A••••• M••••• | withheld-4 | Operations and finance | email: ••• Locked (unverified) | w•••••••••.com Fact |
| E••• C••• | Head of Administration | Operations and finance | none on record | w•••••••••.com Fact |
| E••• C••• | withheld-5 | Operations and finance | none on record | w•••••••••.com Fact |
| J••• C•• | Chief Financial Officer | Operations and finance | none on record | w•••••••••.com Fact |
| M••••••• Y• | Finance Associate | Operations and finance | none on record | w•••••••••.com Fact |
| R••• T•••• | Finance Associate | Operations and finance | none on record | w•••••••••.com Fact |
| W••••• T••• | Controller | Operations and finance | none on record | w•••••••••.com Fact |
Signals and timeline66show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 66 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changed••• Lockedc•••••••••Factw•••••••••.com
- Sep 12, 2026Classification changed••• Lockedc•••••••••Factno URL
- Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov
- Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
Full timeline · 66 eventsShow fewer
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation officer joined••• LockedFoundationFactapps.irs.gov
- Dec 31, 2024Foundation holding up••• LockedFoundationFactapps.irs.gov
- Sep 15, 2026Classification changed••• Lockedc•••••••••Factw•••••••••.com
- Jan 1, 2021Office formed••• LockedOrganisationFactw•••••••••.com
Investment mandateshow
••• Locked
- Asset classes
- ••• Locked Fact w•••••••••.com“••• Locked”
- Invests directly
- Manages withheld-1 in-house Fact w•••••••••.com“••• Locked”
- Public equity book
- $97.9M Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Direct investment team
- 7 Inferencenamed professionals with this responsibility
- Invests directly
- Manages a direct public markets portfolio in-house
- Allocates to managers
- unknown
- Asset classes
- Public and private markets, real estate, across industry sectors, stages and strategies
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
Fund and manager relationshipsshow
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 |
|---|---|---|---|---|---|
| D• S••• C•••••••• F••• L•• | DE S••• C•••••••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $14.3M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| B••••••••• P•••••• C••••• F••• | B••••••••• Private Credit | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $12.2M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| A•••••• A• L• | A•••••• A• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $9.4M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| V•••••• F••• V•• | V•••••• F••• V•• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $2.8M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| C•••••••• P••••••• I••••• L•• | C•••••••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $2.8M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
All 52 foundation holdingsShow fewerlargest fair value first
| Fund | Manager | Held through | Foundation's fair value | Period | Basis |
|---|---|---|---|---|---|
| P••••••• R••••••••• A•••••• L• | P••••••• R••••••••• A••••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $2.7M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| T•••• B•••• E••• F•• X•• a• L• | T•••• B•••• E••• Fnd | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $2.3M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| A••••• I••••••••• F••• I• | A••••• Investment | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $2.2M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| F••••••• C•••••• F••• I• | F••••••• Capital | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $2.2M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| A•••• P•••••• E••••• F••• V••• | A•••• Private Equity | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $2.2M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| B••• C•••••• F••• X•• | B••• Capital | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $2.0M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| N•• M••••••• V• A•••••• L• | NEW M••••••• A••••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $2.0M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| S•• P•••••• C••••• | S•• P•••••• C••••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $1.7M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| A•••• P•••••• E••••• F••• V• | A•••• Private Equity | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $1.5M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| V•••••• R••• E••••• I• •••••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $1.4M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov | |
| T•• X• A••••• O••••••• | TCV A••••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $1.3M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| C•••••••• P••••••• I•• T• | C•••••••• Te | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $1.3M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| B••• C•••••• F••• X•• L• | B••• Capital | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $955,513 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| B••• C•••••• E••••• F••• I• | B••• Capital E••••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $847,869 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| S•• H••••••••• •••• A••••• L• | SLR H••••••••• A••••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $795,463 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| F••••••• C••••• O••• F••• I• | F••••••• Credit O••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $782,923 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| H•• M••••• M•• L•• F••• I•• L• | HIG M••••• Mkt Lbo | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $718,161 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| F••••••• C•••••• F••• I•• | F••••••• Capital | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $651,688 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| A••••• I••••••••• F••• V••• L• | A••••• Investment | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $480,707 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| R••• I• D••••••• I•••••••• L• | R••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $346,332 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| V•••••• F••• V• | V•••••• F••• V• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $338,578 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| N•••••••• V•••••• G••••• I•••• | N•••••••• Venture Growth Ncd | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $324,922 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| F••••••• C••••• O••• F••• I•• | F••••••• Credit O••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $103,911 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| T••••••• P••••••• | TPG Axon | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $46,048 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| T•••••• T•• E••••• L• | T•••••• T•• E••••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $40,722 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| P••• E••••• V• | P••• Equity | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $36,316 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| M••••• C•••••• A••••••••• | M••••• C•••••• A••••••••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | $19,380 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| C•••••••• P••••••• I• ••• L• | C•••••••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| G• C••••••••• E••••• F••• | GS C••••••••• E••••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| H•• F••••••••• A•• I•• L• | F••••••••• Aiv | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| H•• M••••• M••••• A•• I• L• | HIG M••••• M••••• Aiv | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| N•••••• G•• P••••••• I• L• | N•••••• Gas | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| T•••• B•••• F••• X•• a• G••••• | T•••• B•••• Global | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| U• R••• P••••••• I••••• F••• | US Real P••••••• Income | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| V•••••• V•• A•• O••••••• S••• | AIV S••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| A•• I• I••••••••• H••••••• | Aif | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| A•• I• P•••••• A••• L• | AIF P•••••• Aiv | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| A• I• •••• A••• L• | A• I• •••• A••• L• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| A• I• ••• W•••••• A••• L• | A• I• ••• W•••••• A••• L• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| A•• I• P••• P••• A•• 2• L• | AIF P••• P••• Aiv | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| A•• V••• •••• F•• L• | Aif | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| A• V••• ••• W•••••• A••• L•• | A• V••• ••• W•••••• A••• L•• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| A• V••• 8••••• ••• I•••• L• | AP Te | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| A• V•• D••• H••••••• L• | AP D••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| A• V••• S••••••• H••••••• L• | AP S••••••• | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| A•••• P•••••• E• F••• I• C• | A•••• Private Eq Cf | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| C•••••••• P••••••• I•• ••• L• | C•••••••• de | G••••••• R• H•••• I• a•• M••••••• C••••••• C••••••••• F••••••••• | not stated | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
Public stakes and holdings22 positionsshow
Top 22 positions of 22 for the quarter ended Jun 30, 2026; $112M shown of $112M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| S•••• S•• S••• S•• 5•• E•• T• | TR UNIT | $45.2M | 60,466 | 40.3% |
| S••• A••••• E•• T• | ST STR BL LN ETF | $8.5M | 212,000 | 7.6% |
| V••••••• I•••• F•• | S&P 500 ETF SHS | $7.7M | 11,231 | 6.9% |
| T••••• S••••••••• M•••••• | SPONSORED ADS | $5.3M | 11,193 | 4.8% |
| A••••• C•• I•• | COM | $5.3M | 22,275 | 4.7% |
| N••••• C••••••••• | COM | $5.1M | 25,720 | 4.6% |
| M••••••••• I••••••••• | CL A | $3.7M | 7,263 | 3.3% |
| B••••••• I•• | COM | $3.6M | 9,655 | 3.3% |
| M••• P•••••••• I•• | CL A | $3.5M | 6,195 | 3.1% |
| I•••••• T• | I•••••• SEMICDTR | $2.7M | 4,157 | 2.4% |
All 22 positionsShow fewerlargest value first
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| G• V•••••• I•• | COM | $2.6M | 2,206 | 2.3% |
| C•••••• I•• | CL A | $2.4M | 138,140 | 2.1% |
| M•••••••• C••• | COM | $2.3M | 6,273 | 2.1% |
| F••• A••••••• L•• | SHS | $2.3M | 8,484 | 2.0% |
| A••••••• I•• | CAP STK CL C | $2.2M | 6,283 | 2.0% |
| G• A•••••••• | COM NEW | $2.2M | 5,895 | 2.0% |
| I•••••• I•• | MSCI STH KOR ETF | $1.8M | 8,947 | 1.6% |
| U••• T••••••••• I•• | COM | $1.7M | 23,376 | 1.5% |
| H••••• A•••••••• I•• | COM | $1.2M | 4,285 | 1.0% |
| W••••••• I•• | COM | $1.1M | 2,631 | 1.0% |
| S•••••• T••••••••• S• A• | SHS | $822,205 | 1,791 | 0.7% |
| C•••••••• I•• | COM CL A | $641,734 | 6,447 | 0.6% |
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Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entities2show
Sources and evidence116show
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. 116 shown.
Score components
View all 116 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Asset classes | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Bios read | bio-fo-1 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Decision rights | ••• Locked “permanent capital base” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Decision rights | ••• Locked “permanent capital base” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Description | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Description | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Description | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.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,N-PX | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| External consultant | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| External consultant | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Family served | W•••••• H•••• family “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Family served | W•••••• H•••• family “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | 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 |
| Filing address | ••• Locked | Mar 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 filer | Y | Mar 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 |
| Other managers on 13F | 0 | Mar 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 |
| Latest 13F quarter | 2024-03-31 | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 22 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 25 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 23 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 21 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 16 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 18 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 26 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 21 | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $112M | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $97.9M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $98.5M | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $99.6M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $94.3M | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $78.5M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $373M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $178M | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Formation year | 2021 “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Formation year | 2021 “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Foundation ico signal | ••• Locked | Dec 1, 2024 | IRS Form 990-PF private foundation filings (e-file index and E••••• Organizations BMF) apps.irs.gov | Fact |
| Headquarters | New York, NY | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) 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 |
| Headquarters | New York, NY | Mar 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Investment thesis (stated) | ••• Locked | Sep 21, 2026 | The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) w•••••••••.com | Fact |
| Invests directly | Invests private capital directly alongside co-investment partners “invest private capital alongside like-minded partners” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Invests directly | Manages a direct public markets portfolio in-house “a direct public markets portfolio” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Invests directly | Invests private capital directly alongside co-investment partners “invest private capital alongside like-minded partners” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Invests directly | Manages a direct public markets portfolio in-house “a direct public markets portfolio” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Office type (stated) | Family investment company | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Office type (stated) | Family investment company | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Office type (stated) | Family investment company | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Office type (stated) | Single family office “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Office type (stated) | Family investment company | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Office type (stated) | Single family office “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Office type (stated) | Family investment company | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Site mentions | Real estate | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Site mentions | Real estate | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Site mentions | Real estate | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Site mentions | Real estate | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Site mentions | Real estate | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Inference |
| Source of wealth | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Inference |
| Website | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Website | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com | Fact |
| Website | ••• Locked | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) w•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website title | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website title | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
| Website title | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com | Fact |
Not yet on record: direct investments.