DFX Intelligence

Family office profile

B•••••• J••• W• • C• I•• •••

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New York, NYCandidateidentity confidence 30%Top 500 by research priority

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 · 60 observations · 4 sources

1 people · 4 investments · 62 public positions · 60 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

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, co-investment.

Overview

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Profile completeness 47% (high value, high value shallow; the most valuable missing fact is classification)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Classification: Candidate
Description: unknown
Headquarters: New York, NY
Office address: unknown
Business phone: unknown
Website: unknown
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $6.8B. These are different facts and are never added together.
Form 13F: $6.8B across 113 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

Family and wealth origin

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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.

Team

1 peopleshow

Person	Title	Responsibility	Business contact	Source
H••• Y• M•••••••	Managing Director and CCO	Leadership	phone: ••• Locked (published by the subject, Aug 13, 2026)	sec.gov Fact

Office contact points

Office address: ••• Locked (published by the subject) sec.gov

Investment mandate

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••• Locked

Stated (their words, cited)

No cited statement of mandate on the record.

Observed (from the investment record)

States: none Fact
Control: passive (4) Fact
Sectors: none Fact
Subsectors: none Fact
Co investors: none Fact
Asset classes: public equity (4) Fact
Direct vs fund: Fund: 0 · Direct: 4 · Real estate: 0 Fact
Sponsors backed: none Fact
Investment count: 4 Fact
Investment kinds: public stake 13g (4) Fact
First and last deal: Last: 2006-02-09 · First: 2002-06-24 Fact
Lead vs participant: unknown (4) Fact
Disclosed check sizes: Max: unknown · Min: unknown · Count: 0 Fact
••• Locked

Inferred (regulatory shape and team)

Public equity book: $6.1B 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

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No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.

Fund and manager relationships

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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

40 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
Feb 9, 2006	D•••• I••	Schedule 13G (passive)	••• Locked sec.gov
Feb 9, 2005	C••••• I••	Schedule 13G (passive)	••• Locked sec.gov
Jan 22, 2004	A••••••••• C•••	Schedule 13G (passive)	••• Locked sec.gov
Jun 24, 2002	F•••••• F•••• I••	Schedule 13G (passive)	••• Locked sec.gov

Form 13F holdings

Top 40 positions of 113 for the quarter ended Jun 30, 2026; $6.2B shown of $6.8B reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
A••••• N••••••• I••	COM SHS	$373M	2,196,682	5.5%
A••••• C•• I••	COM	$352M	1,476,290	5.2%
A•••• I••	COM	$345M	1,192,491	5.1%
A••••••• I••	CAP STK CL A	$339M	948,035	5.0%
M•••••••• C•••	COM	$267M	715,730	3.9%
M••• P•••••••• I••	CL A	$261M	463,636	3.9%
N••••• C•••••••••	COM	$244M	1,218,582	3.6%
I••••••• T•••••••••	COMMON STOCKS	$212M	2,258,909	3.1%
J••••••• C•••• • C•	COM	$196M	599,431	2.9%
M••••••••• I•••••••••	CL A	$193M	375,416	2.9%
T••••• F••••• S••••••••• I••	COM	$170M	338,876	2.5%
C••••••• P•••••• K••••• C•••	COM	$157M	1,812,270	2.3%
T•••• I••••• I••	COM	$155M	518,704	2.3%
I•••••••• S••••••• I••	COM NEW	$154M	386,569	2.3%
D•••• A•• L•••• I••	COM NEW	$147M	1,566,531	2.2%
D•••• • C•	COM	$146M	230,553	2.2%
T•••••••• G•••• I••	COM	$144M	108,456	2.1%
N•••••• I•••	COM	$144M	2,012,889	2.1%
E••••••• I••	COM	$138M	766,013	2.0%
B•••••••• H••••••• I•• D••	CL B NEW	$134M	267,976	2.0%
S•••••••• C•••	COM	$132M	1,292,432	2.0%
M•••••• T••••••••• I••	COM	$121M	404,529	1.8%
V••••• A•••••••• I••	COM	$117M	651,868	1.7%
U•••• P•• C•••	COM	$113M	413,762	1.7%
F•••• C•••	COM	$109M	346,694	1.6%
S••••• C•••••• C•••	COM	$107M	1,162,896	1.6%
M••••• C•••	COM	$103M	228,446	1.5%
N••••• S• A••	COMMON STOCKS	$102M	990,558	1.5%
A•• P••••••• A•• C•••••••• I•	COM	$100M	341,235	1.5%
C••••• W•••••••• C•••••••••	COM	$97.4M	104,081	1.4%
A•• P••	SHS CL A	$92.7M	279,586	1.4%
U••••••••• G•••• I••	COM	$92.1M	221,607	1.4%
T••••••• U• I••	COM	$91.2M	543,987	1.3%
C••••••• M•••••• G•••• I••	COM	$89.7M	2,637,198	1.3%
J•••••• • J••••••	COM	$88.5M	348,528	1.3%
W•••••• I••	CL A	$88.3M	721,421	1.3%
N••••••• A•	SPONSORED ADR	$87.4M	557,777	1.3%
B••••• D•••••••• • C•	COM	$85.9M	567,338	1.3%
Y•• B••••• I••	COM	$84.3M	527,241	1.2%
W••••• C•••	COM	$74.2M	197,905	1.1%

Changes between the last two quarters

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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Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Dec 31, 2025 ••• Locked sec.gov
Dec 31, 2025 ••• Locked sec.gov
Dec 31, 2025 ••• Locked sec.gov
Dec 31, 2025 ••• Locked sec.gov

Real estate

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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

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No co-investor on the record.

Independent sponsor relationships

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No cited relationship to an independent sponsor.

Related entities

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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

Sources and evidence

60show

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. 60 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (10 days)

Contactability

+15 n•••• d••••••••• (H••• Y• M••••••• (Managing Director and CCO))

+10 v••••••• b••••••• p••••• (1)

Data confidence

+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•••

+30 i••••••••• s•••••• (4 sources)

Research priority

+19 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($6,075,480,486)

+3 c••••••••• i••••••• u•••••••••

+12 d••••• i••••••••• o• r•••••

+2 n• w•••••• k•••• •••••••• w•••• f••• o•••

+0 r••• (117)

Mandate confidence

+40 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••••• (10 days)

External manager propensity

no components; scored 0

Direct investment propensity

+60 o••••••• d••••• i••••••••• (4 on the record)

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Edgar forms	13F-HR,13F-HR/A,N-PX,SC 13G,SC 13G/A	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Edgar fts mention	100	Sep 12, 2026	SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.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	113	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	109	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	103	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	96	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	94	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	96	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	95	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$6.8B	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$6.1B	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$6.5B	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$6.3B	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$6.2B	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$5.9B	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$6.1B	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.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
Public stake filed (13D, 13G, Section 16)	D•••• I••	Feb 9, 2006	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	C••••• I••	Feb 9, 2005	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	A••••••••• C•••	Jan 22, 2004	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	F•••••• F•••• I••	Jun 24, 2002	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Website search	not_found	Sep 21, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference
Website search	not_found	Sep 19, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference
Website search	not_found	Sep 12, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference