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E•••••••• C•••••• L••

Single family office (confirmed)Top 500· New York, NY

Single family office (confirmed), based in New York, NY, with 14 direct investments on record.

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

Direct investments
14
Deal announcements, Form D and filings
Decision makers
3 of 4
The office's site, Form ADV Schedule A and filings
13F holdings
$440M
Form 13F
Last deployment
Aug 2026
The latest dated investment or commitment on record
Contact decision makersFind similar offices
1 export, up to 5 contact reveals
More
Direct investments (14)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

What matters now

  1. 2
    direct deals, 12 months

    Latest direct deals: N••• B•• (Jun 2026), R••••• F•••• (Dec 2025) and N•••••• T••••••••• (Apr 2025).

    What it bought last is the best guide to what it will buy next, and to the check it writes.

    Factannounced deals, press and filingsFor Founders and sponsors raising equityAll direct i••••••••• →
  2. +7
    new co-investors, 12 months

    First deal alongside 7 new co-investors in 12 months: S••••• V••••••• on N••• B••, S•••••• B••••••••• on N••• B•• and P•••• 1•••• s•••• o• N•••••• on N••• B•• and 4 more.

    Who it now invests alongside is who will bring it the next deal, and who a sponsor can call for an introduction.

    Factparties named on its announced dealsFor Sponsors, co-investorsCo-investors →
Readings, classification basis and verificationidentity confidence 90% · 94 observations · 5 sourcesShow
Single family office (confirmed)Verified Sep 16, 2026 (8 days ago)4 people · 14 investments · 11 public positions · 22 events

Why this class: E•••••••• C•••••• is owned and managed by J•••• and M•••••• S••••• and manages the S••••• family's Greenland for-profit and nonprofit vehicles..

Direct investing
70
high
Co-investment
100
high

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.

Profile completeness 69% (high value, high value deep; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Single family office (confirmed)
Description
unknown
Headquarters
New York, NY
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$4.8B across 3 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 $440M. Related foundation assets $4.8B. These are different facts and are never added together.
Form 13F
$440M across 11 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Single family office (confirmed) 90%E•••••••• C•••••• is owned and managed by J•••• and M•••••• S••••• and manages the S••••• family's Greenland for-profit and nonprofit vehicles.Factverifiedsec.gov“••• Locked”
  • 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
M•••••• i••••••••• for J•••• H• S••••• and M•••••• S••••• and their associated foundations
Source of wealth
unknown
Operating company origin
unknown
Team
4 people, 3 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
M•••••• S••••• familyunknownFamily principal · investment decisionsnone on record
A••••• C••••••PresidentLeadership · investment decisionsnone on record
M•••••• M•••••Head of Investment StrategyOther · investment decisionsnone on record
J••••• C•••••ManagerLeadership
phone: ••• Locked (published by the subject, Nov 14, 2024)
sec.gov Fact
1 former person
J•••• H• S•••••, President, until Sep 16, 2026
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
Office address: ••• Locked (published by the subject) sec.gov
Office address: ••• Locked (published by the subject) sec.gov
Signals and timeline
3show

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 13, 2026Classification changed••• Lockedc•••••••••Factsec.gov
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov
  • Apr 28, 2021Direct investment••• LockedDirect investmentsFactsec.gov
Investment mandate
show

••• Locked

Stated (their words, cited)
Sectors
••• Locked Fact privatebankerinternational.com
“••• Locked”
Invests directly
••• Locked Inference privatebankerinternational.com
“••• Locked”
Observed (from the investment record)
States
none Fact
Control
minority (7), unknown (6), passive (1) Fact
Sectors
healthcare (2), healthcare/biotech (1), deep-learning platform (1), biotech / Covid-19 vaccine (1), data privacy (1), ML-based diagnostics (1), AI for call centres (1) Fact
Subsectors
none Fact
Co investors
C••••• G•••• (3), V••••• G••••• I•••••••• (2), C•••••••• A•••• M••••••••• (2), S•••••••• C•••••• (2), L••• C•••••• (2), P•••••• V••••••• (1), F••• L••• C•••••• (1), T•• C•••••• P••••••• (1), T•• K••••• (1), R••••••• C•••••• (1), S••••• C•••••• (1), W•••••• A••••••• (1) Fact
Asset classes
private equity/venture (6), public equity (3), public equity (1) Fact
Direct vs fund
Fund: 0 · Direct: 14 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
14 Fact
Investment kinds
round participation (4), public equity stake (2), follow-on stake increase (2), private investment (2), public stake 13g (1), 13G beneficial ownership stake (1), venture financing round (1), financing round (1) Fact
First and last deal
Last: 2026-06-22 · First: 2020-09-24 Fact
Lead vs participant
unknown (8), participant (6) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
Inferred (regulatory shape and team)
Public equity book
$392M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
Makes direct private i••••••••• in venture-stage AI and biotech companies
Allocates to managers
unknown
Asset classes
unknown
Sectors
AI-focused direct portfolio spans healthcare, customer service and aviation
Geography
unknown
Check size
unknown
Direct investments
11 dealsshow
DateCompanyKindSectorRoleAmountWithSource
Jun 22, 2026N••• B••Round participationunknownparticipant · minorityunknown
round $73.8M
C••••• G•••• (co investor), S•••••• B••••••••• (co investor), S••••• V••••••• (co investor), P•••• 1•••• s•••• o• N•••••• (co investor)
globenewswire.com Fact
“••• Locked”
Dec 2, 2025R••••• F••••Round participationunknownparticipant · minorityunknownP•••••• V••••••• (co investor), F••• L••• C•••••• (co investor), T•• C•••••• P••••••• (co investor), T•• K••••• (co investor)
prnewswire.com Fact
“••• Locked”
Apr 3, 2025N•••••• T•••••••••Round participationunknownparticipant · minorityunknown
round $102M
R••••••• C•••••• (co investor), C••••• G•••• (co investor), S••••• C•••••• (co investor), V••••• G••••• I•••••••• (co investor), C•••••••• A•••• M••••••••• (co investor), S•••••••• C•••••• (co investor), L••• C•••••• (co investor)
globenewswire.com Fact
“••• Locked”
Feb 8, 2024N•••••• T•••••••••Round participationunknownparticipant · minorityunknown
round $120M
V••••• G••••• I•••••••• (co investor), C•••••••• A•••• M••••••••• (co investor), C••••• G•••• (co investor), L••• C•••••• (co investor), S•••••••• C•••••• (co investor), W•••••• A••••••• (co investor), Y•••• C•••••• P••••••• (co investor), S•••••••• (co investor), A••••••••• V•••••• I••••••••• (co investor)
globenewswire.com Fact
“••• Locked”
Apr 28, 2021P•• P••••••••• I•••13G beneficial ownership stakehealthcare/biotechunknown · minorityunknownnone named
sec.gov Fact
“••• Locked”
Date not disclosedC••••••••Private investmentbiotech / Covid-19 vaccineunknownunknownnone named
privatebankerinternational.com Fact
“••• Locked”
Date not disclosedD••••••Private investmentML-based diagnosticsparticipantunknownnone named
privatebankerinternational.com Fact
“••• Locked”
Date not disclosedA••••••Public equity stakehealthcareunknown · minorityunknownnone named
privatebankerinternational.com Fact
“••• Locked”
Date not disclosedP••••••••Follow-on stake increasedeep-learning platformunknownunknownnone named
privatebankerinternational.com Fact
“••• Locked”
Date not disclosedR••• T•••••••••Public equity stakehealthcareunknown · minorityunknownnone named
privatebankerinternational.com Fact
“••• Locked”
All 11 investmentsmost recent first
DateCompanyKindSectorRoleAmountWithSource
Date not disclosedD•••••• T•••••••••Venture financing rounddata privacyparticipantunknownnone named
privatebankerinternational.com Fact
“••• Locked”
Investment vehicles (SEC Form D)
  • R••• S•••••••• P••••••• F••• L•• · shared principal · Jul 16, 2026 · via Dr. M•••••• S••••• Inference sec.gov
  • R••• R•• L•• · shared principal · Jul 16, 2026 · via Dr. M•••••• S••••• Inference sec.gov
  • R••••••••• K••••••••• F••• L•• · shared principal · Jul 17, 2026 · via Dr. M•••••• S••••• Inference sec.gov
  • M•••••••• U•• L• · shared principal · Jul 16, 2026 · via Dr. M•••••• S••••• Inference sec.gov
  • R••••••••• I••••••••• E••••••• F••• L•• · shared principal · Jul 15, 2026 · via Dr. M•••••• S••••• Inference sec.gov
All 7 vehicles
  • R••••••••• I••••••••• D••••••••• A•••• F••• L•• · shared principal · Jul 16, 2026 · via Dr. M•••••• S••••• Inference sec.gov
  • M•••••••• F••• L• · shared principal · Jul 16, 2026 · via Dr. M•••••• S••••• Inference sec.gov
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
11 positionsshow
Stakes the office filed (Schedule 13D, 13G, Section 16)
First filedIssuerFiled asFilings
Sep 24, 2020P•• P••••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Form 13F holdings

Top 11 positions of 11 for the quarter ended Jun 30, 2026; $440M shown of $440M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
V••••••• I••• E••••• I•••• F•ALLWRLD EX US$272M3,243,48461.8%
V••••••• I•••• F••VALUE ETF$113M520,00025.8%
I•••••• T•MSCI INDIA ETF$18.3M369,6004.2%
O••• P••••••••• I••COM$10.7M989,4102.4%
T••••••••• I••COM$9.0M1,099,9742.1%
F•••••• T••••••••• I••COM$7.7M1,573,7611.7%
P•• P••••••••• I••COM$3.5M2,627,6430.8%
A•••••• I••COM$2.6M1,307,8580.6%
S••••••• I••COM NEW$2.3M87,6960.5%
T••••• T••••••••• I••COM$750,7081,015,7050.2%
All 11 positionslargest value first
IssuerClassValueSharesWeight
S••••••• I••*W EXP 08/01/203$2,819170,8330.0%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
All 9 changes
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• 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
18show
CounterpartyKindShared dealsFirst, lastExamplesSource
C••••• G••••organisation3Feb 8, 2024, Jun 22, 2026N••• B••, N•••••• T•••••••••, N•••••• T•••••••••globenewswire.com
V••••• G••••• I••••••••organisation2Feb 8, 2024, Apr 3, 2025N•••••• T•••••••••, N•••••• T•••••••••globenewswire.com
S•••••••• C••••••organisation2Feb 8, 2024, Apr 3, 2025N•••••• T•••••••••, N•••••• T•••••••••globenewswire.com
L••• C••••••organisation2Feb 8, 2024, Apr 3, 2025N•••••• T•••••••••, N•••••• T•••••••••globenewswire.com
C•••••••• A•••• M•••••••••organisation2Feb 8, 2024, Apr 3, 2025N•••••• T•••••••••, N•••••• T•••••••••globenewswire.com
All 18 co-investorsmost shared deals first
CounterpartyKindShared dealsFirst, lastExamplesSource
P•••• 1•••• s•••• o• N••••••organisation1Jun 22, 2026N••• B••globenewswire.com
S•••••• B•••••••••organisation1Jun 22, 2026N••• B••globenewswire.com
S••••• V•••••••organisation1Jun 22, 2026N••• B••globenewswire.com
P•••••• V•••••••organisation1Dec 2, 2025R••••• F••••prnewswire.com
T•• C•••••• P•••••••organisation1Dec 2, 2025R••••• F••••prnewswire.com
T•• K•••••organisation1Dec 2, 2025R••••• F••••prnewswire.com
F••• L••• C••••••organisation1Dec 2, 2025R••••• F••••prnewswire.com
S••••• C••••••organisation1Apr 3, 2025N•••••• T•••••••••globenewswire.com
R••••••• C••••••organisation1Apr 3, 2025N•••••• T•••••••••globenewswire.com
W•••••• A•••••••organisation1Feb 8, 2024N•••••• T•••••••••globenewswire.com
Y•••• C•••••• P•••••••organisation1Feb 8, 2024N•••••• T•••••••••globenewswire.com
S••••••••organisation1Feb 8, 2024N•••••• T•••••••••globenewswire.com
A••••••••• V•••••• I•••••••••organisation1Feb 8, 2024N•••••• T•••••••••globenewswire.com
  • P•••• 1•••• s•••• o• N•••••• Jun 22, 2026 recurring (2) Fact globenewswire.com
  • S••••• V••••••• Jun 22, 2026 recurring (2) Fact globenewswire.com
  • S•••••• B••••••••• Jun 22, 2026 recurring (2) Fact globenewswire.com
  • C••••• G•••• Jun 22, 2026 strong (3) Fact globenewswire.com
  • P•••• 1•••• s•••• o• N•••••• Jun 22, 2026 recurring (2) Fact globenewswire.com
All 37 co-investment links
  • S••••• V••••••• Jun 22, 2026 recurring (2) Fact globenewswire.com
  • S•••••• B••••••••• Jun 22, 2026 recurring (2) Fact globenewswire.com
  • C••••• G•••• Jun 22, 2026 strong (3) Fact globenewswire.com
  • T•• K••••• Dec 2, 2025 recurring (2) Fact prnewswire.com
  • T•• C•••••• P••••••• Dec 2, 2025 recurring (2) Fact prnewswire.com
  • F••• L••• C•••••• Dec 2, 2025 recurring (2) Fact prnewswire.com
  • P•••••• V••••••• Dec 2, 2025 recurring (2) Fact prnewswire.com
  • T•• K••••• Dec 2, 2025 recurring (2) Fact prnewswire.com
  • T•• C•••••• P••••••• Dec 2, 2025 recurring (2) Fact prnewswire.com
  • F••• L••• C•••••• Dec 2, 2025 recurring (2) Fact prnewswire.com
  • P•••••• V••••••• Dec 2, 2025 recurring (2) Fact prnewswire.com
  • L••• C•••••• Apr 3, 2025 recurring (2) Fact globenewswire.com
  • S•••••••• C•••••• Apr 3, 2025 recurring (2) Fact globenewswire.com
  • C•••••••• A•••• M••••••••• Apr 3, 2025 recurring (2) Fact globenewswire.com
  • V••••• G••••• I•••••••• Apr 3, 2025 recurring (2) Fact globenewswire.com
  • S••••• C•••••• Apr 3, 2025 recurring (2) Fact globenewswire.com
  • C••••• G•••• Apr 3, 2025 strong (3) Fact globenewswire.com
  • R••••••• C•••••• Apr 3, 2025 recurring (2) Fact globenewswire.com
  • L••• C•••••• Apr 3, 2025 recurring (2) Fact globenewswire.com
  • S•••••••• C•••••• Apr 3, 2025 recurring (2) Fact globenewswire.com
  • C•••••••• A•••• M••••••••• Apr 3, 2025 recurring (2) Fact globenewswire.com
  • V••••• G••••• I•••••••• Apr 3, 2025 recurring (2) Fact globenewswire.com
  • S••••• C•••••• Apr 3, 2025 recurring (2) Fact globenewswire.com
  • R••••••• C•••••• Apr 3, 2025 recurring (2) Fact globenewswire.com
  • A••••••••• V•••••• I••••••••• Feb 8, 2024 recurring (2) Fact globenewswire.com
  • S•••••••• Feb 8, 2024 recurring (2) Fact globenewswire.com
  • Y•••• C•••••• P••••••• Feb 8, 2024 recurring (2) Fact globenewswire.com
  • W•••••• A••••••• Feb 8, 2024 recurring (2) Fact globenewswire.com
  • A••••••••• V•••••• I••••••••• Feb 8, 2024 recurring (2) Fact globenewswire.com
  • S•••••••• Feb 8, 2024 recurring (2) Fact globenewswire.com
  • Y•••• C•••••• P••••••• Feb 8, 2024 recurring (2) Fact globenewswire.com
  • W•••••• A••••••• Feb 8, 2024 recurring (2) Fact globenewswire.com
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
10show
Sources and evidence
94show

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. 94 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+30 n•••• d••••••••• (J••••• C••••• (Manager); A••••• C•••••• (President))
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
+75 d•••• p•••••• i••••••••• i• l••• 2• m••••• (••• Locked)
+25 a• d•••• p•••••• i••••••••• i• l••• 1• m••••• (2026-06-22)
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($392,310,878)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+15 d••••• i••••••••• o• r•••••
+10 d••••••• i• l••• 2• m•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (12)
Mandate confidence
+70 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
+80 c••••••••• o• t•• r••••• (••• Locked)
+20 p••••••••• i• s••••••••• r•••••
Family identity confidence
+40 f••••• n•••• (••• Locked)
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
+50 d•••• p•••••• i••••••••• i• 2• m•••••
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (10 days)
External manager propensity
no components; scored 0
Direct investment propensity
+70 o••••••• d••••• i••••••••• (14 on the record)
Independent sponsor propensity
no components; scored 0
View all 94 observations
FactValueEffectiveSourceClass
Decision rights••• Locked
“••• Locked”
Dec 1, 2021DFX analyst research (General-assisted, every claim URL-cited) privatebankerinternational.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar forms13F-HR,13F-HR/A,3,4,N-PX,SC 13G,SC 13G/A,SCHEDULE 13G/ASep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar fts mention76Sep 12, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.sec.govFact
Family involvement••• Locked
“Title - President, E•••••••• C••••••”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) therevolvingdoorproject.orgFact
Family involvement••• Locked
“Title - President, E•••••••• C••••••”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) therevolvingdoorproject.orgFact
Family servedS••••• family
“••• Locked”
n/aDFX analyst research (General-assisted, every claim URL-cited) wealthmanagement.comFact
Family served••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) edge.orgFact
Family served••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) edge.orgFact
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
13F admission signalNon adviser filerDec 31, 2025SEC 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 positions11Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions10Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions12Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions11Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions11Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions11Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions11Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions12Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions11Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions13Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$440MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$392MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$369MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$238MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$306MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$266MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$737MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$907MSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$796MJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$780MMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Formation yearEstablished 2009
“••• Locked”
Dec 1, 2021DFX analyst research (General-assisted, every claim URL-cited) privatebankerinternational.comFact
HeadquartersNew York, NYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Headquarters••• Locked
“••• Locked”
Apr 28, 2021DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Invests directly••• Locked
“••• Locked”
Dec 1, 2021DFX analyst research (General-assisted, every claim URL-cited) privatebankerinternational.comInference
Legal entity••• Locked
“••• Locked”
Apr 28, 2021DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Office type (stated)Single family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Philanthropy program••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) edge.orgFact
Philanthropy program••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) edge.orgFact
Public stake filed (13D, 13G, Section 16)P•• P••••••••• I•••Sep 24, 2020SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Sectors••• Locked
“••• Locked”
Dec 1, 2021DFX analyst research (General-assisted, every claim URL-cited) privatebankerinternational.comFact
Team size total••• Locked
“••• Locked”
Dec 1, 2021DFX analyst research (General-assisted, every claim URL-cited) privatebankerinternational.comFact
Website searchNot foundSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 19, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference