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S•••••••• F••••• W••••• C••••••••• L•••••

CandidateNot hand-verified in 180 days· Fairfield, NJ

Candidate, based in Fairfield, NJ.

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

Direct investments
Not established
Decision makers
3
The office's site, Form ADV Schedule A and filings
Regulatory AUM
$1.7B
Form ADV, Item 5.F
Last deployment
Aug 2026
The latest dated investment or commitment on record
Team (5)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
This entity is a candidate. One public signal put it on the graph; it is not counted as a confirmed family office and nothing below should be read as saying it is one.
Why this matters
Readings, classification basis and verificationidentity confidence 45% · 95 observations · 3 sourcesShow
CandidateNot yet hand-verified5 people · 0 investments · 177 public positions · 43 events

Why this class: registered adviser with a family-named firm (investments, holdings, capital, wealth).

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
show
Profile completeness 47% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
unknown
Headquarters
Fairfield, NJ
Office address
••• Locked
Business phone
••• Locked
Website
l•••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $430M. Regulatory AUM $1.7B. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$1.7B as of Mar 27, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since May 2, 2008 · 14 employeesFact
Client mix (Form ADV 5.D)
Individuals: 150 ($250M); Pension plans: 12 ($78.6M); High net worth individuals: 150 ($1.3B)Fact
Form 13F
$430M across 182 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 23, 2026Not a family office 85%Registered investment adviser (CRD 128199) with about $1.7B for many individual, family and pension clients.Factverifieds•••••••••.com“••• Locked”
  • Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)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
5 peopleshow
PersonTitleResponsibilityBusiness contactSource
C•••••••• T• D••••Trustee of M•••••• T. TrustLeadershipnone on record
M•••••• T•••••• D••••Managing MemberLeadershipnone on record
M•••••• T•••••• D••••Trustee of M•••••• T. TrustLeadershipnone on record
J••••• L• S••••CHIEF COMPLIANCE OFFICEROperations and finance
phone: ••• Locked (published by the subject, Aug 14, 2026)
sec.gov Fact
J••••• L••••••• S••••Chief Compliance OfficerOperations and financenone on record
Office contact points
Business phone: ••• Locked (published by the subject) a•••••••••.s••.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) a•••••••••.s••.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
$381M 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 182 for the quarter ended Jun 30, 2026; $329M shown of $430M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
S••••• S•••••••• T•US LCAP GR ETF$18.3M540,6364.3%
S••••• S•••••••• T•US D••••••• EQ$14.7M464,8273.4%
R••••• C•••CL A$14.2M261,4583.3%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$14.0M18,7823.3%
C•••••• G•••• G••••• E••SHS CREAT UNIT$13.9M293,9103.2%
V••••••• W•••••••• F••HIGH DIV YLD$13.6M86,0653.2%
S••••• S•••••••• T•US SML CAP ETF$13.6M375,8333.2%
S••••• S•••••••• T•US MID-CAP ETF$12.8M347,0323.0%
S••••• S•••••••• T•US LRG CAP ETF$12.6M429,3732.9%
W••••••••• T•US LARGECAP DIVD$11.8M123,0102.8%
I•••••• E••••••• T••••• F• T•S&P500 EQL WGT$11.4M53,3512.6%
V••••••• I•••• F••V•••• ETF$10.7M49,2292.5%
V••••••• M•••••• F••CORE BD ETF$10.6M137,8472.5%
C•••••• G•• F•••• I••• E•• T•CORE BOND ETF$9.7M370,5322.3%
S••• S••••• T••••ST STR SP DIV$9.4M61,5622.2%
A•••• I••COM$9.3M32,2862.2%
N••••• C•••••••••COM$9.0M45,1842.1%
U••• T••••••••• I••COM$9.0M124,6062.1%
A•• E•• T•INNOVATION ETF$7.7M95,6051.8%
I•••••• T•RUS 1000 GRW ETF$7.6M61,4381.8%
S••••• S•••••••• T•US BRD MKT ETF$7.0M242,5811.6%
F•••• T• E••••••••• F•SHS$7.0M145,6241.6%
I•••••• T•CORE 60 BALA ETF$6.7M96,6701.6%
I•••••• E••• T••••• F• T• I•S&P500 LOW VOL$6.3M84,6131.5%
C•••••• G•• F•••• I••• E•• T•US MULTI-SECTOR$5.6M203,7201.3%
I•••••• Q•• T•UNIT SER 1$5.5M7,5141.3%
V••••••• I•••• F••S&P 500 ETF SHS$5.3M7,7111.2%
V••••••• I•••• F••G••••• ETF$5.2M60,2501.2%
I•••••• T•CORE HIGH DV ETF$5.1M187,6241.2%
P•••• F•• T•US CASH COWS 100$4.9M78,0041.1%
P••••• I••COM$4.2M175,6171.0%
V••••••• W•••• F•INF TECH ETF$4.2M34,8691.0%
V••••••• I•••• F••MID CAP ETF$4.0M49,3440.9%
V••••••• I••• E••••• I•••• F•TT WRLD ST ETF$3.9M25,0310.9%
M•••••••• C•••COM$3.8M10,2600.9%
J• P• M••••• E••••••• T••••• F•ULTRA SHRT ETF$3.6M71,3920.8%
V••••••• I•••• F••SMALL CP ETF$3.6M11,7730.8%
C•••••• G•••• D••••••• V••••SHS CREAT UNIT$3.1M63,8220.7%
I•••••• E••• T•• S•• I•• F•BULSHS 2026 CB$3.1M158,9560.7%
C•••••• G•••• G•• G••••• E••SHS CREAT UNIT$2.9M68,0820.7%
Changes between the last two quarters
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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
2show
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.

Sources and evidence
97show

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. 97 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+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•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+16 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,659,659,756)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (892)
Mandate confidence
no components; scored 0
Identity confidence
+45 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) a•••••••••.s••.govFact
Form ADV admission signalnameMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Form ADV admission signalnameMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Latest Form ADV filing2026-03-27Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)S•••••••• F••••• W••••• C••••••••• L•••••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)S•••••••• F••••• W••••• C••••••••• L•••••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)S•••••••• F••••• W••••• C••••••••• L•••••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other names (Form ADV 1.B)S•••••••• F••••• W••••• C••••••••• L•••••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Other services (Form ADV)BILL PAY SERVICESMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,portfolio_management_businesses_institutions,pension_consulting,selection_of_other_advisers,otherMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Form ADV statusApprovedMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
SEC status effective2008-05-02Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices2Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices2Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices2Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Branch offices2Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Business phone••• LockedMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
High net worth clients150Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":150,"raum_usd":250000000,"fewer_than_5":false},"pension_plans":{"clients":12,"raum_usd":78644905,"fewer_than_5":false},"high_net_worthMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
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
Employees14Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.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
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 admission signalnameJun 30, 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 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
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 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
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
13F positions182Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions163Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions217Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions164Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions147Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions138Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions137Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$430MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$381MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$446MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$389MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$351MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$308MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Form13f table v•••• usd$307MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFairfield, NJJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFairfield, NJMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFairfield, NJMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
HeadquartersFairfield, NJDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFairfield, NJSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFairfield, NJJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFairfield, NJMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersFairfield, NJDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Office address••• LockedMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Office type (stated)not_family_office
“••• Locked”
Sep 23, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Private funds advised0Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Private fund gross assets$0Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
R••• accounts3,600Mar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
R••• hnw usd$1.3BMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
R••• usd$1.7BMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact
Schedule a rows5Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) r••••••.a•••••••••.s••.govFact
Website••• Locked
“••• Locked”
Sep 23, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Website••• LockedMar 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.govFact