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C•••••• M••••• S••••••••• L••

CandidateNot hand-verified in 180 days· Palm Beach Gardens, FL

Candidate, based in Palm Beach Gardens, FL.

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

13F holdings
$144M
Form 13F
Last deployment
Jul 2025
The latest dated investment or commitment on record
Team (2)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.
Why this matters
Readings, classification basis and verificationidentity confidence 30% · 29 observations · 3 sourcesShow
CandidateNot yet hand-verified2 people · 0 investments · 139 public positions · 9 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 34% (medium value, unresolved; 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
Palm Beach Gardens, FL
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $144M. These are different facts and are never added together.
Form 13F
$144M across 139 positions, quarter ended Jun 30, 2025. 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
2 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
S•••••••• W•••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Aug 4, 2026)
sec.gov Fact
S•••••••• W•••CCOOperations and finance
phone: ••• Locked (published by the subject, Aug 4, 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 12, 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
$144M Inference
13F table value, quarter ended 2025-06-30; 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 139 for the quarter ended Jun 30, 2025; $110M shown of $144M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
I•••••• T•FLTG RATE NT ETF$13.0M254,4229.0%
M•••••••• C•••COM$12.9M25,9089.0%
A•••• I••COM$11.9M57,8058.2%
N••••• C•••••••••COM$11.0M69,8367.7%
F•••• B• W••••••••• N•• J•COM$5.4M346,1133.7%
P••••••• T••••••••• I••CL A$4.5M32,6853.1%
E•• O••••••••• T••••APPLIED FINA VAL$3.5M90,2442.5%
I•••••• E••••••• T••••• F• T•RAFI US 1000 ETF$3.5M82,3952.4%
C••••• W••• C••• N••COM$3.0M2,9852.1%
T••••• S••••••••• M•• L••SPONSORED ADS$2.9M12,9182.0%
All 40 positionslargest value first
IssuerClassValueSharesWeight
I•••••• E••••••• T••••• F• T•S&P500 EQL TEC$2.8M68,5681.9%
I•••••• T•CORE S&P TTL STK$2.5M18,7121.8%
A••• E••••••••• I••COM$2.3M2,8231.6%
A••••• C•• I••COM$1.9M8,8571.4%
B••••••• I••COM$1.9M6,7441.3%
S••••••• I••CLASS A COM$1.5M38,2751.0%
A••••• I••COM$1.4M7,7571.0%
C••••••••• I••CL A COM$1.4M7,0481.0%
I•••••• T•MSCI USA MIN VOL$1.3M14,0110.9%
G•••••• S•••• B•• I••SHS$1.3M114,0000.9%
P•••••••• T•LARGE CAP CRE$1.2M17,2750.8%
B•••••••• H••••••• I•• D••CL B NEW$1.2M2,4990.8%
S••••• S••••• S••• T•E•••••$1.2M13,8630.8%
I•••••• Q•• T•UNIT SER 1$1.2M2,1050.8%
C••••••• S••••••• L••SHS$1.1M2,8110.8%
A••• H•••••• N• V•N Y REGISTRY SHS$1.1M1,4070.8%
E•• L•••• • C•COM$1.1M1,4460.8%
A••••••• I••CAP STK CL C$1.1M5,9950.7%
A•• H••••••• P••SPONSORED ADS$1.1M6,5180.7%
A••••••• I••CAP STK CL A$1.0M5,7860.7%
N•••••• I••COM$1.0M7550.7%
C••••• T••••••••• A•NAMEN AKT$987,87820,3100.7%
I•••••• T•I•••••• SEMICDTR$961,7224,0290.7%
N•••••• E••••• I••COM$922,90813,2950.6%
E• S••••• T••••ASTORIA US EQUAL$813,59225,2590.6%
A••••• L•••COM$805,5875,9230.6%
E•••• M•••• C•••COM$804,6197,4640.6%
M••• P•••••••• I••CL A$773,5181,0480.5%
G•••••• S•••• P••••••• G•••UNIT$760,07123,2580.5%
S••••••••• I••COM$710,4036910.5%
Changes between the last two quarters
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• 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
29show

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. 29 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (10 days)
Contactability
+20 v••••••• b••••••• p••••• (2)
Data confidence
+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•••
+30 i••••••••• s•••••• (3 sources)
Research priority
+11 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($143,799,182)
+3 c••••••••• i••••••• u•••••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (701)
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 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 29 observations
FactValueEffectiveSourceClass
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) 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
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 admission signalNon adviser filerDec 31, 2024SEC 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
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
13F positions139Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions143Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions156Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$144MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$150MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$174MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPalm Beach Gardens, FLJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPalm Beach Gardens, FLMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPalm Beach Gardens, FLDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) 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
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

Not yet on record: direct investments, decision makers.