Family office profile

S•••• Q•••• A•••••••

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USMulti-family officeidentity confidence 80%s•••••••••.com

Why this class: W•••••• E. S•••• & Sons, historically the S•••• family's own office, merged with Massey Q•••• & Co. in 2017 to form what is now S•••• Q•••• A•••••••, which the firm's own site describes as a m••••••••• o••••• serving Leslie Q••••'s family 'and others'; it is now an SEC-registered RIA with $9.9B AUA serving hundreds of client households, not a single family office..

Verified Sep 15, 2026 (7 days ago)
Last observed Sep 21, 2026 · 12 observations · 2 sources
81 people · 0 investments · 0 public positions · 2 events
Direct investing
15
moderate

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 41% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Multi-family office
Description
••• Locked
Headquarters
unknown
Office address
unknown
Business phone
unknown
Website
s•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. No public number of any kind.
Classification history
  • Sep 15, 2026Multi-family office 80%W•••••• E. S•••• & Sons, historically the S•••• family's own office, merged with Massey Q•••• & Co. in 2017 to form what is now S•••• Q•••• A•••••••, which the firm's own site describes as a m••••••••• o••••• serving Leslie Q••••'s family 'and others'; it is now an SEC-registered RIA with $9.9B AUA serving hundreds of client households, not a single family office.Factverifieds•••••••••.com••• Locked
Family and wealth origin
show
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
81 peopleshow
PersonTitleResponsibilityBusiness contactSource
W•••• Y•Partner / Chief Investment OfficerChief investment officer · investment decisions
email: w••@s•••••••••.com (verified by provider, Sep 16, 2026)
M••••• S••••Director, InvestmentsDirect investments · investment decisions
email: m•••••@s•••••••••.com (verified by provider, Sep 16, 2026)
A•••••• L•••••••Principal / Vice President, AccountingLeadership
email: a••••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
A• L••••••Principal / Vice President, InvestmentsLeadership
email: a•••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
A••••• V••••••••Principal / Director, Client AdvisorLeadership
email: a•••••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
A••• F•••••••Principal / Senior Managing Director, Client AdvisorLeadership
email: a••••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
A•••••• S••••••Principal / Managing Director, Client AdvisorLeadership
email: a•••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
A••• L•••••••Senior Managing Director, Client AdvisorLeadership
email: a••••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
B•••••• B•••Vice President, AccountingLeadership
email: b••••@s•••••••••.com (verified by provider, Sep 16, 2026)
B••••••• F• R••••Managing Director, Head of Family OfficeLeadership
email: b•••••@s•••••••••.com (verified by provider, Sep 16, 2026)
B•••••• J• F•••••Principal / Director, Client AdvisorLeadership
email: b••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
B•••• H••••••Vice President, Client AdvisorLeadership
email: b•••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
C••••• B••••Director, AccountingLeadership
email: c•••••@s•••••••••.com (verified by provider, Sep 16, 2026)
C•••••••• Y•••Managing Director, Head of Client GrowthLeadership
email: c••••@s•••••••••.com (verified by provider, Sep 16, 2026)
C••••••••• B• M••••Managing PartnerLeadership
email: c•••••@s•••••••••.com (verified by provider, Sep 16, 2026)
C••••• N• D••••••Principal / Vice President, Client AdvisorLeadership
email: c•••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
C••••••• M• P••••Vice President, TaxLeadership
email: c•••••@s•••••••••.com (verified by provider, Sep 16, 2026)
D••••• W••••Principal / Managing Director, Client AdvisorLeadership
email: d•••••@s•••••••••.com (verified by provider, Sep 16, 2026)
D••••• R•••••Vice President, FinanceLeadership
email: d••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
E••• K•••••Lead Office Manager & ReceptionistLeadership
email: e••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
E••• S•••••Vice President, Client AdvisorLeadership
email: e••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
G•••••• W••••Principal / Vice President, Client AdvisorLeadership
email: g•••••@s•••••••••.com (verified by provider, Sep 16, 2026)
G•••••• C•••••••Vice President, Client ServiceLeadership
email: g••••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
J• P•••• S••••Founding PartnerLeadershipnone on record
J••• M••••••Principal / Managing Director, Client AdvisorLeadership
email: j•••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
J•••• M•••••••Principal / Senior Managing Director, Client AdvisorLeadership
email: j••••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
J•••• M•••Principal / Managing Director, Head of People & OperationsLeadership
email: j••••@s•••••••••.com (verified by provider, Sep 16, 2026)
J•••••• M• M•••••Vice President, Family OfficeLeadership
email: j••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
J•• J••••••••Director, Head of TradingLeadership
email: j•••••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
J•• P••••••Director, TechnologyLeadership
email: j•••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
J••••• A• B•••••••Managing PartnerLeadership
email: j••••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
J••••• A• D•••Managing Director, Client AdvisorLeadership
email: j••••@s•••••••••.com (verified by provider, Sep 16, 2026)
J••••• D••••••Vice President, InvestmentsLeadership
email: j•••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
K•••••• M••••••• B•••Principal / Director, Client AdvisorLeadership
email: k••••@s•••••••••.com (verified by provider, Sep 16, 2026)
K••• C•••••••••Director, TaxLeadership
email: k•••••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
K•••• S•••••••Principal / Director, Head of ReportingLeadership
email: k••••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
L•••••• A• M•••••••••Principal / Managing Director, Client AdvisorLeadership
email: l•••••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
L••• A• M•••••••••Principal / Managing Director, Client AdvisorLeadership
email: l•••••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
L••• A• S••••••Vice President, Client ServiceLeadership
email: l•••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
M•••••• C••• Y••••Managing Director, Client AdvisorLeadershipnone on record
M•••••• T• O••••••Principal / Senior Managing DirectorLeadership
email: m•••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
N••• O•••••••Principal / Managing Director, Client AdvisorLeadership
email: n••••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
P•••••• M••••• J•Managing Director, Client AdvisorLeadership
email: p••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
P•••• Y•••••Principal / Director, Client AdvisorLeadership
email: p••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
R••• M••••••Principal / Managing Director, Client AdvisorLeadership
email: r•••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
S••• U••••Principal / Managing Director, Client AdvisorLeadership
email: s•••••@s•••••••••.com (verified by provider, Sep 16, 2026)
S•••• P•••••Principal / Managing Director, Chief Compliance OfficerLeadership
email: s••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
T••••• C• T•••••Partner/ Client AdvisorLeadership
email: t••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
T••••• N• S•••••••••Principal / Chief Financial OfficerLeadership
email: t•••••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
T••••• P• M•••Managing Partner / Head of Client Team, Client AdvisorLeadership
email: t••••@s•••••••••.com (verified by provider, Sep 16, 2026)
W•••••• B• L••••Principal / Managing Director, Client AdvisorLeadershipnone on record
W•••••• E• S•••• J••Partner EmeritusLeadership
email: w•••••@s•••••••••.com (verified by provider, Sep 16, 2026)
W•••••• F• C•••••Senior Managing DirectorLeadership
email: b••••••@s•••••••••.com (verified by provider, Sep 16, 2026)
A•••• D••••Analyst, Client AdvisoryOperations and financenone on record
A••••• D•••Analyst, Performance ReportingOperations and financenone on record
C•••••• B•••••Analyst, Client AdvisoryOperations and financenone on record
G••••• D••••••••Analyst, Client AdvisoryOperations and financenone on record
G•••••• R•••••Analyst, CTPOperations and financenone on record
K•••••• W•••Analyst, Client AdvisoryOperations and financenone on record
M••• N•••••Analyst, Client AdvisoryOperations and financenone on record
O••••• C••••••Analyst, FinanceOperations and financenone on record
R••••• R•••Associate, FinanceOperations and financenone on record
V•••••• C•••••Senior EA & Administrative ManagerOperations and financenone on record
V•••••• R•••••••••Associate, ComplianceOperations and financenone on record
A•• C••••••••• A•• C•••••••••Executive CommitteeOthernone on record
A••••• S•••••••Associate, AccountingOthernone on record
A••••• M•••••••Senior Client Service AssociateOthernone on record
A••••• S••••Associate, Client AdvisoryOthernone on record
B•••••• A••••Associate, TechnologyOthernone on record
C••••••••• S• B••••••Associate, Client AdvisoryOthernone on record
G•••• L•••••Associate, AccountingOthernone on record
J•••• D••••••Associate, Client AdvisoryOthernone on record
J••••• G••••Associate, AccountingOthernone on record
J••••• M•••Associate, Client AdvisoryOthernone on record
K•••• B•••••Client Service AssociateOthernone on record
L••••• A•••••••Client Service AssociateOthernone on record
M••••••• K•••••••••Associate, MarketingOthernone on record
N••••••• A•••Client Service AssociateOthernone on record
R••• C•••••••••Senior Client Service AssociateOthernone on record
S••••• M•••••Associate, Client AdvisoryOthernone on record
T••• G•••••••Executive AssistantOthernone on record
Office contact points
Business phone: ••• Locked (published by the subject) s•••••••••.com
W••••••: ••• Locked (published by the subject) s•••••••••.com
Investment mandate
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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)
Nothing to infer from.
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.
Investment vehicles (SEC Form D)
  • T••••••• V• F••• I••• L• · shared principal · Jun 30, 2026 · via P•••••• M••••• Inference sec.gov
  • S•••• Q•••• P•••••• E••••• F••• I• L••• · Promoter · Apr 1, 2026 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
show
Form 13F holdings
No 13F filing on the record for this office.
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
5show
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.

  • Jun 30, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
  • Mar 31, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
Sources and evidence
12show

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. 12 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (50)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+20 i••••••••• s•••••• (2 sources)
+30 a•••••••••
Research priority
+8 m••••••••• o•••••
+4 F••• D• v••••••• l•••••
+0 r••• (1807)
Mandate confidence
no components; scored 0
Identity confidence
+80 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••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Description••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Office type (stated)outsourced_family_officeSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Office type (stated)multi_family_office
••• Locked
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Site mentionsprivate_credit,private_equity,real_estate,ventureSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page urlhttps://s•••••••••.com/Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page urlhttps://s•••••••••.com/Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page urlhttps://s•••••••••.com/Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page urlhttps://s•••••••••.com/Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website••• LockedSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) s•••••••••.comInference
Website••• Locked
••• Locked
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website title••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact