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C•••••• S••••• A•••••••

Outsourced family office providerNot hand-verified in 180 days· Marion, MA

Outsourced family office provider, based in Marion, MA.

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

Regulatory AUM
$334M
Form ADV, Item 5.F
Last deployment
Jul 2026
The latest dated investment or commitment on record
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 11 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 60% · 98 observations · 3 sourcesShow
Outsourced family office providerNot yet hand-verified1 people · 0 investments · 149 public positions · 37 events

Why this class: registered adviser offering family office services among its advisory services ('family office services').

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 50% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Outsourced family office provider
Description
unknown
Headquarters
Marion, MA
Office address
••• Locked
Business phone
••• Locked
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $259M. Regulatory AUM $334M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$334M as of Mar 6, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Nov 25, 2014 · 4 employeesFact
Client mix (Form ADV 5.D)
Individuals: 84 ($31.2M); Corporations: n/a ($133,816); Pension plans: n/a ($346,396); Charitable organizations: n/a ($2.0M); High net worth individuals: 51 ($300M)Fact
Form 13F
$259M across 149 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office services')Inference
Team
1 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
A••• S••••AgentOther
phone: ••• Locked (published by the subject, Nov 7, 2024)
sec.gov Fact
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
Website: ••• Locked (published by the subject) adviserinfo.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.

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
$231M 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 149 for the quarter ended Jun 30, 2026; $198M shown of $259M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
P•••• E•• T•ENHAN SHRT MA AC$14.8M146,5845.7%
N••••• C•••••••••COM$12.9M64,4685.0%
A•••• I••COM$11.4M39,1594.4%
A••••••• I••CAP STK CL C$10.6M29,9884.1%
J••••••• C•••• • C•COM$9.4M28,7093.6%
J• P• M••••• E••••••• T••••• F•ULTRA SHRT ETF$9.1M179,2313.5%
M•••••••• C•••COM$7.9M21,1693.1%
I•••••• T•S&P SML 600 GWT$7.6M42,4342.9%
I•••••• T•C••• S&P MCP ETF$7.3M94,7762.8%
B••••••••• I••COM$7.0M59,4212.7%
All 40 positionslargest value first
IssuerClassValueSharesWeight
I•••••• Q•• T•UNIT SER 1$6.8M9,2952.6%
A•••••• M•••• I••COM$6.7M9,5102.6%
C••••••••• I••COM$6.6M6,2672.6%
V••• I••COM CL A$5.7M16,4732.2%
A••••••• I••CAP STK CL A$5.2M14,3802.0%
C•• C•••COM$5.1M107,9322.0%
A••••• C•• I••COM$4.1M17,2061.6%
V••••• H••••••• C•COM CL A$4.0M12,1721.6%
H••• D•••• I••COM$3.8M10,8211.5%
F••••••• M•••••••• S•• T•LOW DURTIN ETF$3.5M69,6591.3%
M••••••• I••• I•• N••CL A$3.2M8,7001.2%
C•••••• C•••••••••COM$3.2M19,2701.2%
E•• L•••• • C•COM$3.2M2,6351.2%
T•••• I••••• I••COM$3.0M10,2041.2%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$2.9M3,8951.1%
J•••• D•••••• S•• T•HENDRSN SHRT ETF$2.7M56,1861.1%
A••• C•••••• C•••COM$2.7M145,4711.0%
S•••••• C•••••••••COM$2.7M8,5451.0%
A••••• I••COM$2.5M10,0501.0%
V•••••• C••••••••• I••COM$2.5M59,4851.0%
C•••••• I••COM$2.3M9,2400.9%
U•••• P•• C•••COM$2.3M8,3710.9%
E•••••• C••• N••COM$2.1M18,6880.8%
V••••••• I•••• F••S&P 500 ETF SHS$2.1M3,0220.8%
F••••••• M•••••• I••CL B$2.0M32,6820.8%
C• I••••••••• H•••COM$1.9M17,8340.7%
C•••••• G•• F•••• I••• E•• T•US MULTI-SECTOR$1.9M69,7370.7%
S••••• S•••••••• T•US D••••••• EQ$1.8M56,6190.7%
A•••••••• P•• I••••••SHS C•••• A$1.8M14,3580.7%
P•••••• I••COM$1.7M12,7120.7%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
All 25 changes
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
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  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Mar 31, 2025 ••• Locked sec.gov
  • Jun 30, 2024 ••• 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
98show

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. 98 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
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
+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($333,802,501)
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (846)
Mandate confidence
no components; scored 0
Identity confidence
+60 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
View all 98 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalServices descriptionMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-06Mar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)FAMILY OFFICE SERVICESMar 6, 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, pension consulting, educational seminars, otherMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2014-11-25Mar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices3Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices3Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices3Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices3Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients51Mar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Individuals: Clients: 84; RAUM usd: 31,213,297; Fewer than 5: no; Corporations: RAUM usd: 133,816; Fewer than 5: no; Pension plans: RAUM usd: 346,396; Fewer…Mar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Employees4Mar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) 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
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
Filing address••• LockedSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC 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 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 filerYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC 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
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
Other managers on 13F0Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC 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
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
Latest 13F quarter2024-09-30Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-06-30Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions149Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions138Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions143Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions143Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions114Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions112Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions112Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions108Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions96Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions91Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$259MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$231MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$236MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$235MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$192MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$200MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$192MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$184MSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$169MJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$166MMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMarion, MAJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMarion, MAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMarion, MAMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersMarion, MADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMarion, MASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMarion, MAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMarion, MAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMarion, MADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMarion, MASep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMarion, MAJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMarion, MAMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised0Mar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)405Mar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$300MMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$334MMar 6, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website robotsdisallowedSep 11, 2026Family office and investment company websites (about, team, portfolio, news pages) x.comFact

Not yet on record: direct investments, decision makers.