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H•••••••• P•••• L•

CandidateTop 500Not hand-verified in 180 days· Greenwich, CT

Candidate, based in Greenwich, CT.

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

13F holdings
$1.0B
Form 13F
Last deployment
Aug 2026
The latest dated investment or commitment on record
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1 export, up to 2 contact reveals
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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: 11 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 30% · 53 observations · 4 sourcesShow
CandidateNot yet hand-verified1 people · 0 investments · 495 public positions · 468 events

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.

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 41% (high value, high value shallow; 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
Greenwich, CT
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $1.0B. These are different facts and are never added together.
Form 13F
$1.0B across 497 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
Team
1 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
F•••• N•••••••Director of Business Development and Associate CounselOperations and finance
phone: ••• Locked (published by the subject, Aug 13, 2026)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
Signals and timeline
1show

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

  • Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.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
$867M 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
40 positionsshow
Form 13F holdings

Top 40 positions of 497 for the quarter ended Jun 30, 2026; $292M shown of $1.0B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
K•• C•••COM$14.4M47,6091.4%
M•••••••• C•••COM$14.1M37,8091.4%
F••• M•• C•COM$11.1M799,8561.1%
T••••• F••••• S••••••••• I••COM$10.1M20,0861.0%
C••••• G•• S••••• I••COM$10.0M12,5741.0%
E•• L•••• • C•COM$9.9M8,2361.0%
O••••• C•••COM$9.8M66,9361.0%
C••• G•••• I••CL A$9.4M69,5450.9%
C••••• W••• C••• N••COM$9.2M9,8460.9%
A••••• C•• I••COM$9.0M37,6940.9%
All 40 positionslargest value first
IssuerClassValueSharesWeight
O•••••• A••••••••• I••COM$7.6M82,0920.7%
F•••• C•••COM$7.5M23,9270.7%
G•••••• M•• I••COM$7.2M206,6870.7%
M•••••••• P••SHS$7.0M89,5140.7%
N••• I••CL B$7.0M170,2550.7%
A••••••• M•••• D•••••• I••COM$6.7M11,5480.7%
C•••••••• T••••••••• S••••••CL A$6.7M172,2210.7%
S••••• P••SHS USD$6.6M31,4660.7%
I•••• H•••• I••COM$6.5M33,6280.6%
T••••••• I••COM$6.5M13,3580.6%
G•••••• H•••• I••COM$6.4M22,0200.6%
E••• I•••COM$6.4M57,0140.6%
D••••• R••••••••• I••COM$6.4M30,9210.6%
R•••••••• M••• I••COM CL A$6.3M62,8410.6%
S•••••• W••••••• C•COM$6.3M18,2700.6%
C•••••• I••COM$6.1M8,5270.6%
N••••••• G•••••• C•••COM$6.1M11,9200.6%
L••••••• M••••• C•••COM$6.0M11,7480.6%
H••••• W•••••••• H•••• I••COM$6.0M18,0520.6%
O••• I••COM CL A$6.0M113,7420.6%
T••••••• I••••••••• S••••••COM$6.0M23,8070.6%
I••••••••• B••••••• M••••COM$5.9M20,9420.6%
C•••••• G••••• C•••••••••COM$5.5M74,5520.5%
T••••• C•••COM$5.4M41,3900.5%
P•••••• I••COM$5.4M39,7310.5%
A••••• N••••••• I••COM SHS$5.3M31,4110.5%
K••••••••• T••••• H•••• I•CL A$5.2M66,5570.5%
C••••• C•••COM$5.2M30,3590.5%
3• C•COM$5.1M31,7170.5%
C•• C•••COM$5.1M36,3130.5%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
All 25 changes
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
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  • Jun 30, 2026 ••• Locked sec.gov
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  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
show
Sources and evidence
53show

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. 53 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (10 days)
Contactability
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 p•••••
+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•••
+30 i••••••••• s•••••• (4 sources)
Research priority
+15 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($866,653,026)
+3 c••••••••• i••••••• u•••••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (412)
Mandate confidence
no components; scored 0
Identity confidence
+30 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 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
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 53 observations
FactValueEffectiveSourceClass
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar forms13F-HR,D,D/A,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMay 21, 2026SEC EDGAR Form D data sets (quarterly) sec.govFact
Filing address••• LockedMay 19, 2026SEC EDGAR Form D data sets (quarterly) 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••• LockedMay 30, 2025SEC EDGAR Form D data sets (quarterly) sec.govFact
Filing address••• LockedJun 20, 2024SEC EDGAR Form D data sets (quarterly) sec.govFact
Form d fund typeHedge FundMay 21, 2026SEC EDGAR Form D data sets (quarterly) sec.govFact
Form d fund typeHedge FundMay 19, 2026SEC EDGAR Form D data sets (quarterly) sec.govFact
Form d fund typeHedge FundMay 30, 2025SEC EDGAR Form D data sets (quarterly) sec.govFact
Form d fund typeHedge FundJun 20, 2024SEC EDGAR Form D data sets (quarterly) sec.govFact
Form d industry groupPooled Investment FundMay 21, 2026SEC EDGAR Form D data sets (quarterly) sec.govFact
Form d industry groupPooled Investment FundMay 19, 2026SEC EDGAR Form D data sets (quarterly) sec.govFact
Form d industry groupPooled Investment FundMay 30, 2025SEC EDGAR Form D data sets (quarterly) sec.govFact
Form d industry groupPooled Investment FundJun 20, 2024SEC EDGAR Form D data sets (quarterly) sec.govFact
Form d is amendmenttrueMay 21, 2026SEC EDGAR Form D data sets (quarterly) sec.govFact
Form d is amendmenttrueMay 19, 2026SEC EDGAR Form D data sets (quarterly) sec.govFact
Form d is amendmenttrueMay 30, 2025SEC EDGAR Form D data sets (quarterly) sec.govFact
Form d is amendmentfalseJun 20, 2024SEC EDGAR Form D data sets (quarterly) 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 admission signalNon adviser filerMar 31, 2026SEC 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
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
13F positions497Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions498Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions504Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.0BJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$867MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$507MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersGreenwich, CTJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersGreenwich, CTMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersGreenwich, CTDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Offering amount sold131,136,000May 21, 2026SEC EDGAR Form D data sets (quarterly) sec.govFact
Offering amount sold131,136,000May 19, 2026SEC EDGAR Form D data sets (quarterly) sec.govFact
Offering amount sold15,000,000May 30, 2025SEC EDGAR Form D data sets (quarterly) sec.govFact
Offering first sale date2025-02-01May 21, 2026SEC EDGAR Form D data sets (quarterly) sec.govFact
Offering first sale date2025-02-01May 19, 2026SEC EDGAR Form D data sets (quarterly) sec.govFact
Offering first sale date2025-02-01May 30, 2025SEC EDGAR Form D data sets (quarterly) sec.govFact
Offering investor count7May 21, 2026SEC EDGAR Form D data sets (quarterly) sec.govFact
Offering investor count7May 19, 2026SEC EDGAR Form D data sets (quarterly) sec.govFact
Offering investor count2May 30, 2025SEC EDGAR Form D data sets (quarterly) sec.govFact
Offering investor count0Jun 20, 2024SEC EDGAR Form D data sets (quarterly) sec.govFact
Website searchNot foundSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 20, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 19, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference

Not yet on record: direct investments, decision makers.