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B•••••••• L••

Outsourced family office provider· Atlanta, GA

Outsourced family office provider, based in Atlanta, GA.

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

Decision makers
1 of 65
The office's site, Form ADV Schedule A and filings
13F holdings
$2.8B
Form 13F
Last deployment
Aug 2026
The latest dated investment or commitment on record
Team (65)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
Readings, classification basis and verificationidentity confidence 70% · 21 observations · 5 sourcesShow
Outsourced family office providerVerified Sep 15, 2026 (8 days ago)65 people · 0 investments · 243 public positions · 10 events

Why this class: B••••••••'s own site has a 'Multi-Family Office' service page describing how partnering with the firm means building out a client's family office using B••••••••'s resources, and press describes it as a wealth management firm for ultra-high-net-worth families run by other UHNW families..

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 47% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
How the office says it invests
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
Classification
Outsourced family office provider
Description
••• Locked
Headquarters
Atlanta, GA
Office address
unknown
Business phone
unknown
Website
b••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $2.8B. These are different facts and are never added together.
Form 13F
$2.8B across 243 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 15, 2026Outsourced family office provider 70%B••••••••'s own site has a 'Multi-Family Office' service page describing how partnering with the firm means building out a client's family office using B••••••••'s resources, and press describes it as a wealth management firm for ultra-high-net-worth families run by other UHNW families.Factverifiedb••••••••.com“••• Locked”
Team
65 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
D•••• D••••••Chief Investment OfficerChief investment officer · investment decisionsnone on record
M••• P••••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Aug 6, 2026)
sec.gov Fact
A••••• C•••••Chief Executive OfficerLeadershipnone on record
A••••• R•••PartnerLeadershipnone on record
B•••• B•••••Senior Associate Relationship M••••••Leadershipnone on record
Full team · 65 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
C••••••• R•••Senior Associate Relationship M••••••Leadershipnone on record
C•••• M••••Associate Relationship M••••••Leadershipnone on record
E•••• B•••••••• B••••••Executive Vice PresidentLeadershipnone on record
H••• T•••••PartnerLeadershipnone on record
J•••• F••••••••PartnerLeadershipnone on record
J•• P•••••••••Relationship M••••••Leadershipnone on record
J••• W••••••Reporting M••••••Leadershipnone on record
J••••• F••••••••Senior M••••••Leadershipnone on record
K•••••• S•••••••Financial Planning M••••••Leadershipnone on record
K•••• M••••••Client Services DirectorLeadershipnone on record
L••••• B••••••Transition M••••••Leadershipnone on record
L•• M••••Relationship M••••••Leadershipnone on record
L••• R•••••••Associate Relationship M••••••Leadershipnone on record
M•••••• Q•••••PartnerLeadershipnone on record
M••• B•••Chief Strategy OfficerLeadershipnone on record
M••• R•••••Senior Relationship M••••••Leadershipnone on record
M•••••• P••••••••Associate Relationship M••••••Leadershipnone on record
M••••••• F••••••Senior M•••eting M••••••Leadershipnone on record
R••• B•••••••Relationship M••••••Leadershipnone on record
R••••• B••••••••ChairmanLeadershipnone on record
R••••• V•••Senior Relationship M••••••Leadershipnone on record
S••••• R••Director of Enterprise Technology and I•••••••••Leadershipnone on record
T•••••• H•••••Client Service M••••••Leadershipnone on record
V••••• G••••Senior Associate Relationship M••••••Leadershipnone on record
W•••••• B• T••••••Relationship M••••••Leadershipnone on record
H•••• B••••••••Administrative AssociateOperations and financenone on record
J•••• F••••••••Senior Administrative AssociateOperations and financenone on record
J•••• H•••Senior Portfolio AnalystOperations and financenone on record
K•••• L•••Private Capital Operations AssociateOperations and financenone on record
M•••••• Q•••••Senior Administrative AssociateOperations and financenone on record
M••• M••••••Reporting AnalystOperations and financenone on record
M•••• E••••H••• of FinanceOperations and financenone on record
M•••••• E• P••••••Chief Risk & Compliance OfficerOperations and financenone on record
R•••••• S••••Client Operations M••••••Operations and financenone on record
S••••• B••••••••Administrative AssociateOperations and financenone on record
T••••• K•••••Administrative Associate and Office CoordinatorOperations and financenone on record
T••••• T••••Administrative Associate and Office CoordinatorOperations and financenone on record
A••••• W•••••Relationship AssociateOthernone on record
A•••• T•••••Relationship AssociateOthernone on record
B•• W•••H••• of Private M•••etsOthernone on record
B••••• M•••••••Executive AssistantOthernone on record
C••••••• G••••••M•••eting AssociateOthernone on record
C••••• C•••••Senior Relationship AssociateOthernone on record
D••••••• B•••••Relationship AssociateOthernone on record
E•••• C••••••Senior Relationship Associate, Team LeadOthernone on record
H••••• K••Senior Relationship AssociateOthernone on record
J••• C•••••••••Chief of StaffOthernone on record
J••• M•••••••H••• of Wealth ManagementOthernone on record
J••••• F••••Senior Family Business AdvisorOthernone on record
K•••••• K•••••Executive Assistant & Office CoordinatorOthernone on record
L•••• F••••••IT Support AssociateOthernone on record
M•••• B•••••Senior Client Service AssociateOthernone on record
M•••••• C•••••••H••• of M•••etingOthernone on record
M••• G••••••Senior AssociateOthernone on record
M•••• C••••••Client Service AssociateOthernone on record
M•••••• J••AssociateOthernone on record
M••• M•••••Relationship AssociateOthernone on record
M••••••• S•••••••Senior Family Legacy AdvisorOthernone on record
S•••••••• P•••Senior Executive AssistantOthernone on record
T•• M••••••••H••• of Business AdvisoryOthernone on record
Office contact points
Business phone: ••• Locked (published by the subject) b••••••••.com
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) b••••••••.com
Signals and timeline
9show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 9 events. 13F position changes are under Public stakes and holdings.

  • Apr 17, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
  • Mar 17, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
  • Mar 17, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
  • Aug 25, 2026Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
  • Aug 25, 2026Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
Full timeline · 9 events
Investment mandate
show
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.
Its own private funds (Form ADV Schedule D 7.B.(1))
FundTypeGross asset valueRelated shareReportedForm D
P•••••• C••••• O••••••••• I•• L•Private Equity Fund$42.9M
Aug 25, 2026
5%Aug 25, 2026 to now021-520085
C••••• O••••••••• 2•••• L•Private Equity Fund$41.1M
Aug 25, 2026
4%Mar 27, 2024 to now021-469035
D••••••••• 2•••• L•Private Equity Fund$30.4M
Aug 25, 2026
5%Mar 31, 2022 to now021-433819
S•••••• P••• R••• E••••• O••••••••• F••• 1• L•Private Equity Fund$20.7M
Aug 25, 2026
11%Aug 25, 2026 to now
I••••••••• A•• A•••••••• B••••• 2•••Private Equity Fund$20.5M
Aug 25, 2026
5%Mar 27, 2024 to now021-464691
All 6 funds
FundTypeGross asset valueRelated shareReportedForm D
L•••••••• C•••••••• 2•••• L•Private Equity Fund$10.0M
Aug 25, 2026
5%Mar 27, 2024 to now021-475019
Investment vehicles (SEC Form D)
  • B••••• L•• · shared principal · Apr 17, 2026 · via M••• B••• Inference sec.gov
  • M••••••• G••••• • I••••••••• I•• L• · shared principal · Apr 13, 2026 · via M••• B••• Inference sec.gov
  • R•••••• B••••• O••••••••• I•• L• · shared principal · Apr 13, 2026 · via M••• B••• Inference sec.gov
  • M••••••• G••••• • I••••••••• I•• L• · Promoter · Apr 13, 2026 Inference sec.gov
  • R•••••• B••••• O••••••••• I•• L• · Promoter · Apr 13, 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
40 positionsshow
Form 13F holdings

Top 40 positions of 243 for the quarter ended Jun 30, 2026; $2.7B shown of $2.8B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
V••••••• I•••• F••V•••• ETF$630M2,889,46922.4%
I•••••• E••• T•• S•• I•• F•RUSL 1000 DYNM$358M5,220,22412.7%
I•••••• T•CORE US AGGBD ET$271M2,738,5119.6%
I•••••• T•CORE MSCI EAFE$205M2,123,9087.3%
I•••••• T•MSC GLO FAC ETF$204M6,457,8537.2%
I•••••• I••CORE MSCI EMKT$176M2,123,9726.3%
I•••••• T•MSCI USA MMENTM$130M380,2664.6%
V••••••• I•••• F••G••••• ETF$112M1,296,5274.0%
I•••••• T•0-3 MTH TREASURY$103M1,026,5673.7%
I•••••• T•CORE S&P500 ETF$87.9M117,3373.1%
All 40 positionslargest value first
IssuerClassValueSharesWeight
V••••••• I•••• F••TOTAL STK MKT$49.7M134,2821.8%
O•••••• H•••••• C•COM$39.3M17,242,8571.4%
I•••••• T•NATIONAL MUN ETF$35.5M329,4461.3%
V••••••• T••••••••• F••VAN FTSE DEV MKT$28.8M403,8371.0%
V••••••• I•••• F••S&P 500 ETF SHS$24.3M35,4530.9%
A•••• I••COM$22.4M77,5090.8%
V••••••• S••••••••• F••VNG RUS1000VAL$19.1M180,0820.7%
I•••••• T•RUSSELL 3000 ETF$18.7M43,9410.7%
I•••••• T•MSCI USA QLT FCT$12.2M55,7110.4%
S••• S••••• T••••ST STR PR SP1500$11.3M124,5500.4%
V••••••• I•••• I•••• F•0 3 MO TR BI ETF$10.5M138,9410.4%
V••••••• I•••• F••LARGE CAP ETF$10.2M29,6650.4%
I•••••• T•IBONDS DEC2026$9.6M397,2420.3%
V••••••• I••• E••••• I•••• F•ALLWRLD EX US$9.4M112,0100.3%
N••••• C•••••••••COM$9.3M46,3790.3%
B• T••••••••• C•••••••••COM NEW$7.7M89,2480.3%
C•••••• G•••• G•• G••••• E••SHS CREAT UNIT$7.7M181,1490.3%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$7.4M9,9280.3%
C•••••• G•••• D••••••• V••••SHS CREAT UNIT$6.5M131,4110.2%
S••• I•••• S•• F••ST STR MSCI GLB$6.2M72,8890.2%
E•• L•••• • C•COM$6.0M5,0010.2%
T••••• S••••••••• M••••••SPONSORED ADS$5.8M12,0810.2%
I•••••• T•MSCI I••• QUALTY$5.6M112,7220.2%
M•••••••• C•••COM$5.5M14,6180.2%
I•••••• T•SELECT DIVID ETF$5.1M32,6740.2%
A••••• C•• I••COM$5.1M21,2350.2%
V••••••• I•••• F••SMALL CP ETF$4.8M15,9920.2%
S••• S••••• T••••ST STR P500ETF$4.5M51,0670.2%
A••••••• I••CAP STK CL C$4.1M11,4760.1%
I•••••• T•CORE MSCI TOTAL$4.0M41,4390.1%
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
6show
Sources and evidence
21show

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. 21 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+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
+10 F••• D• v••••••• l•••••
+0 r••• (1983)
Mandate confidence
no components; scored 0
Identity confidence
+70 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
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 21 observations
FactValueEffectiveSourceClass
Private funds reported (latest Form ADV)6Aug 25, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$166MAug 25, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Share of its funds owned by itself and related personsNAug 25, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Description••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b••••••••.comFact
Filing address••• LockedJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions243Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$2.8BJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAtlanta, GAJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Investment thesis (stated)••• LockedSep 21, 2026The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) b••••••••.comFact
Office type (stated)Outsourced family officeSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b••••••••.comFact
Office type (stated)Outsourced family office
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) b••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b••••••••.comFact
Website••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) b••••••••.comFact
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b••••••••.comFact
Website title••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b••••••••.comFact

Not yet on record: direct investments.