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M•• W••••• M••••••••• L••

Outsourced family office providerNot hand-verified in 180 days· Philadelphia, PA

Outsourced family office provider, based in Philadelphia, PA.

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

Regulatory AUM
$396M
Form ADV, Item 5.F
Last deployment
Aug 2026
The latest dated investment or commitment on record
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 11 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 60% · 60 observations · 3 sourcesShow
Outsourced family office providerNot yet hand-verified1 people · 0 investments · 122 public positions · 7 events

Why this class: registered adviser offering family office services among its advisory services ('family office services').

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 50% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Outsourced family office provider
Description
••• Locked
Headquarters
Philadelphia, PA
Office address
••• Locked
Business phone
••• Locked
Website
m••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $251M. Regulatory AUM $396M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$396M as of Mar 18, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Jun 16, 2025 · 8 employeesFact
Client mix (Form ADV 5.D)
Individuals: 57 ($30.0M); Corporations: 9 ($3.9M); Charitable organizations: n/a ($2.0M); High net worth individuals: 86 ($360M)Fact
Form 13F
$251M across 122 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office services')Inference
Team
1 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
A•• K••••••Vice President, OperationsLeadership
phone: ••• Locked (published by the subject, Aug 6, 2026)
sec.gov Fact
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) m••••.com
Signals and timeline
2show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.

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
$218M 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 122 for the quarter ended Jun 30, 2026; $213M shown of $251M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
S••••• S•••••••• T•US LCAP GR ETF$27.0M796,66110.7%
I•••••• T•RUS 1000 GRW ETF$24.0M192,9499.5%
L••• M•••• E•• I•••FRANKLIN INTL LW$21.6M531,0448.6%
W••••••••• T•US QTLY DIV GRT$19.9M208,4787.9%
I•••••• E••••••• T••••• F• T•S&P500 QUALITY$18.5M205,0247.4%
V••••••• I•••• F••MID CAP ETF$13.2M164,2525.3%
A•••• I••COM$7.9M27,2803.1%
N••••• C•••••••••COM$5.2M26,1102.1%
T•••• P•••••• L••• C••••••••COM$5.1M11,5732.0%
A••••••• C•••• E•• T•US SML CP VALU$5.1M40,5232.0%
All 40 positionslargest value first
IssuerClassValueSharesWeight
I•••••• T•ESG AWARE MSCI$4.9M86,9471.9%
I•••••• Q•• T•UNIT SER 1$4.6M6,1971.8%
J• P• M••••• E••••••• T••••• F•EQUITY PREMIUM$4.4M77,6121.7%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$4.3M5,7711.7%
I•••••• T•CORE S&P MCP ETF$3.6M46,8331.4%
A••••••• I••CAP STK CL A$3.5M9,9061.4%
S••••• S•••••••• T•US DIVIDEND EQ$3.5M111,5791.4%
A•••••••• P•• I••••••SHS CLASS A$3.4M27,6951.4%
V••••••• I•••• F••VALUE ETF$3.1M14,2871.2%
I••••••••• I••COM$2.6M302,4471.1%
V••••••• I•••• F••TOTAL STK MKT$2.2M5,8580.9%
E•• L•••• • C•COM$2.1M1,7380.8%
A••••• C•• I••COM$1.9M8,1330.8%
P•••••• • G••••• C•COM$1.8M12,5250.7%
M•••••••• C•••COM$1.8M4,8630.7%
V••••••• S••••••••• F••••DIV APP ETF$1.7M7,3220.7%
V••••••• W•••• F•INF TECH ETF$1.5M12,4870.6%
I•••••• T•CORE 80 20 ETF$1.5M15,0460.6%
M••• P•••••••• I••CL A$1.4M2,4120.5%
P•••••• B•••• R•• T•UNIT BEN INT$1.3M52,5340.5%
C•••••• I••COM$1.3M4,9270.5%
P••••••• I•••COM$1.2M9,0020.5%
A••••••• I••CAP STK CL C$1.2M3,3030.5%
I•••••• T•RUS 1000 VAL ETF$1.1M4,5500.4%
Q••••• S••• I••COM$1.0M1,4380.4%
J••••••• C•••• • C•COM$992,1373,0310.4%
J•••••• • J••••••COM$921,1493,6270.4%
S••• S••••• T••••ST STR P500GRW$876,3617,3650.3%
C••••• W•••••••• C•••••••••COM$873,8919340.3%
S••• S••••• T••••ST STR SP1500VT$859,2133,6070.3%
Changes between the last two quarters
  • 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
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••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (A•• K•••••• (Vice President, Operations))
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($395,587,641)
+0 r••• (1735)
Mandate confidence
no components; scored 0
Identity confidence
+60 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 60 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalservices_d•••••••••Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-18Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)M•• W••••• M••••••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)M•• W••••• M••••••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)M•• W••••• M••••••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)M•• W••••• M••••••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)FAMILY OFFICE SERVICESMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)Financial planning, portfolio management individuals, pension consulting, selection of other advisers, educational seminars, otherMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2025-06-16Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients86Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Individuals: clients: 57; RAUM usd: 29,962,533; Fewer than 5: no; Corporations: clients: 9; RAUM usd: 3,918,834; Fewer than 5: no; Charitable organizations…Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••.comFact
Description••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••.comFact
Employees8Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
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
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
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 positions122Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions103Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions105Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$251MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$218MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$219MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPhiladelphia, PAJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPhiladelphia, PAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPhiladelphia, PAMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersPhiladelphia, PADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised0Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)813Mar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$360MMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$396MMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Site mentionsPrivate equitySep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••.comFact
Site mentionsPrivate equitySep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••.comFact
Site mentionsPrivate equitySep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••.comFact
Website••• LockedMar 18, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••.comFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••.comFact
Website title••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) m••••.comFact

Not yet on record: direct investments, decision makers.