Family office profile

T••• A••• F••••• W•••••• L••

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Easton, MDMulti-family officeidentity confidence 90%t•••••••••.com

Why this class: Its own site describes a private family office serving a select group of multigenerational families..

Verified Sep 13, 2026 (8 days ago)
Last observed Sep 21, 2026 · 72 observations · 5 sources
3 people · 0 investments · 261 public positions · 9 events

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.

Overview
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Profile completeness 56% (high value, high value deep; 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
Easton, MD
Office address
••• Locked
Business phone
••• Locked
Website
t•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $301M. Regulatory AUM $432M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$432M as of Mar 27, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Nov 19, 2015 · 3 employeesFact
Client mix (Form ADV 5.D)
Individuals: 32 ($4.5M); Corporations: 9 ($25.7M); Charitable organizations: 10 ($11.3M); High net worth individuals: 296 ($390M)Fact
Form 13F
$301M across 262 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Multi-family office 90%Its own site describes a private family office serving a select group of multigenerational families.Factverifiedt•••••••••.com“••• Locked”
  • Sep 12, 2026Multi-family office 80%the office describes itself as a multi family office (cited)Fact
  • Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)Inference
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
3 peopleshow
PersonTitleResponsibilityBusiness contactSource
F•••••• E•••••••• S•••••Managing Member/ownerLeadershipnone on record
M••••••• E•••••••SR. COMPLIANCE OFFICEROperations and finance
phone: 971-371-3446 (published by the subject, Apr 22, 2026)
sec.gov Fact
T•••• C••••• W•••••Chief Compliance OfficerOperations and financenone on record
Office contact points
Business phone: 410-310-2064 (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: t•••••••••.com (published by the subject) t•••••••••.com
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
$301M 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 262 for the quarter ended Mar 31, 2026; $154M shown of $301M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
B••• A•••••• C•••COM$14.0M286,7614.6%
I•••••• T•CORE S&P500 ETF$10.5M16,0973.5%
A•••• I••COM$10.1M39,9393.4%
M•••••••• C•••COM$9.3M25,1783.1%
J•••••• • J••••••COM$7.2M29,5492.4%
A••••• C•• I••COM$6.7M32,1752.2%
A••••••• I••CAP STK CL C$5.9M20,6522.0%
N••••• C•••••••••COM$5.2M30,0281.7%
B•••••••• H••••••• I•• D••CL B NEW$5.0M10,3331.6%
J••••••• C•••• • C•COM$4.4M15,1101.5%
V••••••• I•••• F••TOTAL STK MKT$4.2M13,2421.4%
E•••• M•••• C•••COM$4.1M24,0121.4%
A••••••• I••CAP STK CL A$3.9M13,3931.3%
B••••••• I••COM$3.8M12,2871.3%
V••••••• I••• E••••• I•••• F•FTSE EMR MKT ETF$3.7M68,4961.2%
G•••• C•• B•• I••COM$3.1M247,2031.0%
E•• L•••• • C•COM$3.0M3,2891.0%
V••••••• I••• E••••• I•••• F•ALLWRLD EX US$3.0M39,7341.0%
N•••••• E••••• I••COM$2.9M31,2291.0%
V••• I••COM CL A$2.7M8,9460.9%
T••••• F••••• S••••••••• I••COM$2.6M5,3110.9%
A••••• L•••••••••COM$2.5M24,7240.8%
V••••••• I•••• F••S&P 500 ETF SHS$2.4M3,9640.8%
F••••••• W••• O••••• B••••••SHS$2.4M40,0630.8%
M••• P•••••••• I••CL A$2.3M4,0120.8%
A••••• I••COM$2.3M10,5350.8%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$2.2M3,3170.7%
W•••••• I••COM$2.1M16,7120.7%
D••••••••• E•• T••••US MKTWIDE VALUE$2.0M41,9020.7%
P••• A••• N••••••• I••COM$2.0M12,5930.7%
E•••• C••• P••SHS$2.0M5,6300.7%
A••••••• I•••• C••••• F• I••BROWN ADV FLEXIB$2.0M78,1040.7%
S••••• S•••••••• T•US DIVIDEND EQ$1.9M62,3160.6%
M•••••••• C•••COM$1.9M5,9870.6%
V•••••• C••••••••• I••COM$1.8M36,2750.6%
R••••••• S••• I••COM$1.8M8,2890.6%
P•••••• I••COM$1.8M11,3970.6%
V••••••• I•••• F••SMALL CP ETF$1.8M6,7240.6%
I•••••• T•CORE MSCI EAFE$1.7M19,3290.6%
P•••••• • G••••• C•COM$1.7M11,9970.6%
Changes between the last two quarters
  • Mar 31, 2026 T••• A••• F••••• W•••••• L•• reduced B•••••••• H••••••• I•• D•• 17,191 -> 10,333 shares ($8,640,808 -> $4,951,764) sec.gov
  • Mar 31, 2026 T••• A••• F••••• W•••••• L•• reduced E•••• C••• P•• 8,143 -> 5,630 shares ($2,593,627 -> $2,013,638) sec.gov
  • Dec 31, 2025 T••• A••• F••••• W•••••• L•• opened a $2,171,202 position in A••••••• I•••• C••••• F• I•• (79,473 shares) 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
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
1show
Signals and timeline
3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changedT••• A••• F••••• W•••••• L••: CONFIRMED_MFO -> CONFIRMED_MFO (Its own site describes a private family office serving a select group of multigenerational families.)c•••••••••Factt•••••••••.com
  • Sep 11, 2026Classification changedT••• A••• F••••• W•••••• L••: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_MFO (the office describes itself as a multi family office (cited))c•••••••••Factno URL
  • Sep 11, 2026Office discoveredT••• A••• F••••• W•••••• L•• found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
72show

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. 72 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (F•••••• E•••••••• S••••• (Managing Member/owner))
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($431,932,028)
+8 m••••••••• o•••••
+0 r••• (659)
Mandate confidence
no components; scored 0
Identity confidence
+90 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
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-27Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)T••• A••• F••••• W•••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)T••• A••• F••••• W•••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)T••• A••• F••••• W•••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)T••• A••• F••••• W•••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,portfolio_management_businesses_institutions,selection_of_other_advisersMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2015-11-19Mar 27, 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 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients296Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":32,"raum_usd":4486571,"fewer_than_5":false},"corporations":{"clients":9,"raum_usd":25725273,"fewer_than_5":false},"charitable_organizaMar 27, 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) t•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Description••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees3Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.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
Filing address••• LockedSep 30, 2025SEC 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
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC 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
Other managers on 13F0Sep 30, 2025SEC 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
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions262Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions258Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions237Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$301MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$307MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$291MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEaston, MDMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEaston, MDMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersEaston, MDDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEaston, MDSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)multi_family_officeSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Office type (stated)multi_family_office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) t•••••••••.comFact
Office type (stated)multi_family_officeSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Office type (stated)multi_family_officeSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Private funds advised0Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• accounts347Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• hnw usd$390MMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• usd$432MMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows2Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Websitet•••••••••.com
“office w•••••• t•••••••••.com”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) t•••••••••.comFact
Websitet•••••••••.comMar 27, 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) t•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website title••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact