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S•••• T••• A••••••• L••

Multi-family officeTop 500· Saratoga Springs, NY

Multi-family office, based in Saratoga Springs, NY.

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

Direct investments
Not established
Decision makers
1
The office's site, Form ADV Schedule A and filings
Regulatory AUM
$1.5B
Form ADV, Item 5.F
Last deployment
Aug 2026
The latest dated investment or commitment on record
Team (3)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 90% · 101 observations · 6 sourcesShow
Multi-family officeVerified Sep 13, 2026 (9 days ago)3 people · 0 investments · 29 public positions · 34 events

Why this class: S•••• T••• A••••••• of Saratoga Springs describes itself as an independent m••••••••• o•••••..

Private markets
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: direct investing, external managers, sponsor-friendly, real estate, co-investment.

Overview
show
Profile completeness 59% (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
Saratoga Springs, NY
Office address
••• Locked
Business phone
••• Locked
Website
s•••••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$438M across 6 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. 13F disclosed value $172M. Regulatory AUM $1.5B. Related foundation assets $438M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$1.5B as of Mar 30, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Oct 20, 2017 · 66 employeesFact
Client mix (Form ADV 5.D)
Individuals: 7 ($3.7M); Corporations: 1 ($53.4M); High net worth individuals: 24 ($1.2B); Pooled investment vehicles: 2 ($234M)Fact
Private funds advised
2 (PE 2, VC n/a, hedge n/a, real estate n/a), gross assets $234MFact
Form 13F
$172M across 29 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Elsewhere in DFX
Independent Sponsor Intelligence (shared crd)
Classification history
  • Sep 13, 2026Multi-family office 90%S•••• T••• A••••••• of Saratoga Springs describes itself as an independent m••••••••• o•••••.Factverifieds•••••••••.com“••• Locked”
  • Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('wealth management; family office; & asset allocation')Inference
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
3 peopleshow
PersonTitleResponsibilityBusiness contactSource
J•••• O•• G•••••PresidentLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
B•••••• H••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Aug 4, 2026)
sec.gov Fact
B•••••• H••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Aug 4, 2026)
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) s•••••••••.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
$140M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Private equity funds advised
2 Inference
F••• ADV Item 7.B
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
C•••••••• H•••••• I••••••••• P••••••• I• L•Private Equity Fund$173M
Mar 30, 2026
1%Mar 29, 2024 to now
S• C•••••••• H•••••• I••••••••• P••••••• I• L••Private Equity Fund$61.8M
Mar 30, 2026
1%Mar 29, 2021 to now
Fund and manager relationships
show

Funds held by private foundations administered in this office's care, from their Form 990-PF. This office serves several families, so these are its clients' foundations' holdings, not the office's own allocations.

FundManagerHeld throughFoundation's fair valuePeriodBasis
F•••••••• C•••••• P••• I• L•F•••••••• Capital P•••J•••••• H• a•• S•••• L• A••••••••• F•••••••••$14.8MDec 31, 2024Inference foundation tied to the office apps.irs.gov
C••••••••• C••••• P••• T• L•C••••••••• C••••• P••• T•J•••••• H• a•• S•••• L• A••••••••• F•••••••••$9.3MDec 31, 2024Inference foundation tied to the office apps.irs.gov
C••••• S••••••••• P• O•• F•••C••••• S••••••••• PE OppM•• a•• B•••••• G•••••• F••••• F•••••••••$3.1MDec 31, 2024Inference foundation tied to the office apps.irs.gov
C••••• S••••••••• P• O•• F•••THE M•• A•• B•••••• G•••••• F••••• F•••••••••$3.1MDec 31, 2024Inference at the office's address apps.irs.gov
T••• C•• W••• H••••••• L••T••• Car W•••J•••••• H• a•• S•••• L• A••••••••• F•••••••••$1.0MDec 31, 2024Inference foundation tied to the office apps.irs.gov
P••••••••• P••••• I• O•••••••P••••••••• P•••••M•• a•• B•••••• G•••••• F••••• F•••••••••$766,093Dec 31, 2024Inference foundation tied to the office apps.irs.gov
P••••••••• P••••• I• O•••••••THE M•• A•• B•••••• G•••••• F••••• F•••••••••$766,093Dec 31, 2024Inference at the office's address apps.irs.gov
G•• E••• S• D••• F••••• F• I•GSO E••• Sr D••• FdM•• a•• B•••••• G•••••• F••••• F•••••••••$598,177Dec 31, 2024Inference foundation tied to the office apps.irs.gov
G•• E••• S• D••• F••••• F• I•THE M•• A•• B•••••• G•••••• F••••• F•••••••••$598,177Dec 31, 2024Inference at the office's address apps.irs.gov
A•••••••• G••••• P••• F••• V•A•••••••• G••••• P•••J•••••• H• a•• S•••• L• A••••••••• F•••••••••$547,803Dec 31, 2024Inference foundation tied to the office apps.irs.gov
W••• S••••• G••••• G••••• P•••W••• S••••• G••••• G••••• P•••J•••••• H• a•• S•••• L• A••••••••• F•••••••••$468,317Dec 31, 2024Inference foundation tied to the office apps.irs.gov
G•• C•• S•• O••••••• F••••• F•GSO Cap Sol FdM•• a•• B•••••• G•••••• F••••• F•••••••••$219,078Dec 31, 2024Inference foundation tied to the office apps.irs.gov
G•• C•• S•• O••••••• F••••• F•THE M•• A•• B•••••• G•••••• F••••• F•••••••••$219,078Dec 31, 2024Inference at the office's address apps.irs.gov
G•• E••• S••••• D••• F••••• F•GSO E••• S••••• D••• FdM•• a•• B•••••• G•••••• F••••• F•••••••••$128,023Dec 31, 2024Inference foundation tied to the office apps.irs.gov
G•• E••• S••••• D••• F••••• F•THE M•• A•• B•••••• G•••••• F••••• F•••••••••$128,023Dec 31, 2024Inference at the office's address apps.irs.gov
C•••••• N•••• O••••••• F••• I•C•••••• N••••M•• a•• B•••••• G•••••• F••••• F•••••••••$127,038Dec 31, 2024Inference foundation tied to the office apps.irs.gov
C•••••• N•••• O••••••• F••• I•THE M•• A•• B•••••• G•••••• F••••• F•••••••••$127,038Dec 31, 2024Inference at the office's address apps.irs.gov
S••••••• P•••••••• L•S•••••••M••••• F••••• F•••••••••$123,964Dec 31, 2024Inference foundation tied to the office apps.irs.gov
N••• F••• I• L•N•••M••••• F••••• F•••••••••$71,237Dec 31, 2024Inference foundation tied to the office apps.irs.gov
E••••••• H••••• I•••••••• I• L•E••••••• H•••••J•••••• H• a•• S•••• L• A••••••••• F•••••••••$39,961Dec 31, 2024Inference foundation tied to the office apps.irs.gov
G•• D•••••• P••• F••••• F• L•GSO D•••••• P••• FdM•• a•• B•••••• G•••••• F••••• F•••••••••$10,756Dec 31, 2024Inference foundation tied to the office apps.irs.gov
G•• D•••••• P••• F••••• F• L•THE M•• A•• B•••••• G•••••• F••••• F•••••••••$10,756Dec 31, 2024Inference at the office's address apps.irs.gov
T••• C•• W••• H••••••• • L•••T••• Car W••• L•••J•••••• H• a•• S•••• L• A••••••••• F•••••••••not statedDec 31, 2024Inference foundation tied to the office apps.irs.gov
Public stakes and holdings
29 positionsshow
Form 13F holdings

Top 29 positions of 29 for the quarter ended Jun 30, 2026; $172M shown of $172M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
V••••••• I•••• F••TOTAL STK MKT$93.3M252,22754.4%
V••••••• S••• F••VG TL I••• STK F$18.2M212,79410.6%
S•••••• C•••COM$16.5M7,2529.6%
S••• G••• T•G••• SHS$10.5M28,4656.1%
V••••••• B• I•••• F••TOTAL BND MRKT$6.4M87,2483.7%
V••••••• M•• B• F••TAX EXEMPT BD$5.0M98,9802.9%
V••••••• I•••• F••S&P 500 ETF SHS$3.5M5,1492.1%
I•••••• B•••••• T•••• E••SHS BEN INT$2.5M74,4481.4%
I•••••• T•CORE S&P500 ETF$2.0M2,7231.2%
V••••••• B• I•••• F••INTERMED TERM$1.5M19,2560.9%
I•••••• E••• T••••• F• T• I•RUSEL 1000 EQL$1.3M22,0080.8%
U•• R••• E•••• I••COM$1.1M52,5000.7%
I•••••• I••CORE MSCI EMKT$1.1M12,9430.6%
V••••••• I•••• F••MID CAP ETF$1.0M12,5000.6%
Q••••••• I••COM$994,3555,3810.6%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$868,2351,1630.5%
I•••••• T•CORE S&P SCP ETF$845,3675,7000.5%
C••••• W•••••••• C•••••••••COM$728,8627790.4%
I•••••• T•TIPS BD ETF$551,0895,0360.3%
V••••••• S••••••••• F••LONG TERM TREAS$545,4549,8850.3%
I•••••• T•CORE MSCI EAFE$528,1965,4690.3%
T••••• S••••••••• M••••••SPONSORED ADS$522,4621,0940.3%
G•••••• I••COM$484,7793,7400.3%
G•••• C•• B•• I••COM$432,31733,5650.3%
F••••••• W••• O••••• B••••••SHS$351,9396,8940.2%
V••••••• I•••• F••SMALL CP ETF$337,9791,1150.2%
C•••••• I••CL A$251,27414,4660.1%
V••••••• I••• E••••• I•••• F•TT WRLD ST ETF$213,7001,3620.1%
P•••• H••••• • W••••••• C• I•CL A COM$93,56834,4000.1%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Dec 31, 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. This office is also on the sponsor graph; see Elsewhere in DFX above.
Related entities
7show
Signals and timeline
19show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 19 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changed••• Lockedc•••••••••Facts•••••••••.com
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
  • Mar 29, 2024Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
  • Dec 31, 2024Foundation assets changed••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation assets changed••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation assets changed••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Mar 29, 2021Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
  • Mar 22, 2023Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
  • Mar 24, 2022Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
  • Dec 31, 2022Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2022Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2022Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Mar 30, 2026Fund gross assets up••• LockedVehiclesFactreports.adviserinfo.sec.gov
Sources and evidence
104show

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. 104 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (J•••• O•• G••••• (President))
+10 v••••••• b••••••• e••••• (1)
+20 v••••••• b••••••• p••••• (3)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (6 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (6 sources)
+30 a•••••••••
Research priority
+16 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,454,152,031)
+8 m••••••••• o•••••
+4 F••• D• v••••••• l•••••
+5 o• a•••••• D•• g••••
+0 r••• (155)
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
+15 F••• A•• p• f••• c•••• (2.0)
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 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalservices_d•••••••••Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-30Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)WEALTH MANAGEMENT; FAMILY OFFICE; & ASSET ALLOCATIONMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds reported (latest Form ADV)2Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds reported (latest Form ADV)2Nov 8, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$234MMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$62.0MNov 8, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Share of its funds owned by itself and related personsNMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Share of its funds owned by itself and related personsNNov 8, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,portfolio_management_pooled_vehicles,selection_of_other_advisers,otherMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2017-10-20Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices3Sep 21, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices3Sep 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices3Sep 19, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices3Sep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients24Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":7,"raum_usd":3727426,"fewer_than_5":false},"corporations":{"clients":1,"raum_usd":53392252,"fewer_than_5":false},"high_net_worth_indivMar 30, 2026SEC F••• 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) s•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Employees66Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC 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
Other managers on 13F0Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC 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
Latest 13F quarter2026-03-31Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions29Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions27Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions40Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions18Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions17Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions18Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions16Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$172MJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$140MMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$132MDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$116MSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$114MJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$101MMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$99.2MDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Foundation ico signalT•• B•••••••• F••••••••• I••Dec 1, 2025IRS F••• 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation ico signalR••••• • T•• C•••••• F••••••••• I••Dec 1, 2025IRS F••• 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation ico signalJ•••••• H• a•• S•••• L• A••••••••• F•••••••••Dec 1, 2024IRS F••• 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation ico signalM•• a•• B•••••• G•••••• F••••• F•••••••••Dec 1, 2024IRS F••• 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation ico signalM••••• F••••• F•••••••••Dec 1, 2024IRS F••• 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
HeadquartersSaratoga Springs, NYJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSaratoga Springs, NYMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSaratoga Springs, NYMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersSaratoga Springs, NYDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSaratoga Springs, NYSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSaratoga Springs, NYJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSaratoga Springs, NYMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersSaratoga Springs, NYDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Independent Sponsor Intelligence entityS•••• T••• A••••••• L•• (capital_provider)Sep 21, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityS•••• T••• A••••••• L•• (capital_provider)Sep 20, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityS•••• T••• A••••••• L•• (capital_provider)Sep 12, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityS•••• T••• A••••••• L•• (capital_provider)Sep 12, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityS•••• T••• A••••••• L•• (capital_provider)Sep 11, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Legal formLimited Liability CompanyMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)multi_family_office
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Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Private equity funds2Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised2Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$234MMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)152Mar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$1.2BMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$1.5BMar 30, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows3Sep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Website••• Locked
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Website••• LockedMar 30, 2026SEC F••• 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) s•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website robotsdisallowedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
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