A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

C•••••• I•••••• P•••••••• L••

The office, people and counterparty names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Scottsdale, AZCandidateidentity confidence 30%

Why this class: 13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company.

Not yet hand-verified
Last observed Sep 16, 2026 · 47 observations · 3 sources
1 people · 0 investments · 1 public positions · 128 events
This entity is a candidate. One public signal put it on the graph (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company); it is not counted as a confirmed family office and nothing below should be read as saying it is one.

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 34% (low 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
Scottsdale, AZ
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. No public number of any kind.
Classification history
  • Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference
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
1 peopleshow
PersonTitleResponsibilityBusiness contactSource
S•••• C• A•••••••••MemberLeadership
phone: 480-295-7070 (published by the subject, Apr 15, 2026)
sec.gov Fact
Office contact points
Office address: 7328 E. DEER VALLEY RD., STE 105, Scottsdale, AZ, 85255 (published by the subject) sec.gov
Investment mandate
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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
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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
1 positionsshow
Form 13F holdings

Top 1 positions of 1 for the quarter ended Mar 31, 2026; $0 shown of $0 reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
0•0$00
Changes between the last two quarters
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Amazon Com Inc (was $5,734,262, 24,843 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Apple Inc (was $12,645,832, 46,516 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Bank America Corp (was $4,786,815, 87,033 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Booking Holdings Inc (was $6,629,899, 1,238 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Broadcom Inc (was $6,011,629, 17,342 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Capital Grp Fixed Incm Etf T (was $13,119,127, 479,150 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Caseys Gen Stores Inc (was $5,502,781, 9,956 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Comfort Sys USA Inc (was $3,090,124, 3,311 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Costco Whsl Corp New (was $3,057,662, 3,557 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Meta Platforms Inc (was $7,956,725, 12,054 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Global X Fds (was $3,990,676, 61,594 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Home Depot Inc (was $3,299,919, 9,590 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Honeywell Intl Inc (was $3,349,696, 17,170 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Intercontinental Exchange in (was $5,881,465, 36,403 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Intuitive Surgical Inc (was $8,466,009, 14,979 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Ishares Tr (was $23,740,021, 34,660 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Ishares Tr (was $23,427,054, 234,552 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Ishares Tr (was $5,273,896, 54,845 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Ishares Tr (was $3,940,785, 64,224 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Ishares Tr (was $14,069,649, 131,357 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Ishares Tr (was $7,656,456, 142,102 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Ishares Tr (was $15,953,286, 188,484 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Ishares Tr (was $13,062,027, 267,939 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Jpmorgan Chase & Co. (was $8,423,154, 26,141 shares) sec.gov
  • Mar 31, 2026 C•••••• I•••••• P•••••••• L•• exited Alphabet Inc (was $11,613,552, 37,104 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
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No co-investor on the record.
Independent sponsor relationships
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No cited relationship to an independent sponsor.
Related entities
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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.

  • Sep 11, 2026Office discoveredC•••••• I•••••• P•••••••• L•• files Form 13F (non_adviser_filer, $472,549,709 in 134 positions)DiscoveryInferencesec.gov
Sources and evidence
47show

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. 47 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 days)
Contactability
+15 n•••• d••••••••• (S•••• C• A••••••••• (Member))
+10 v••••••• b••••••• p••••• (1)
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
+3 c••••••••• i••••••• u•••••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (2211)
Mandate confidence
no components; scored 0
Identity confidence
+30 c••••••••• (CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company))
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••••• (8 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Filing address7328 E. DEER VALLEY RD., STE 105, Scottsdale, AZ, 85255Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address7328 E. DEER VALLEY RD., STE 105, Scottsdale, AZ, 85255Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address7328 E. Deer Valley Rd., Ste 105, Scottsdale, AZ, 85255Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address7328 E. Deer Valley Rd., Ste 105, Scottsdale, AZ, 85255Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address7328 E. Deer Valley Rd., Ste 105, Scottsdale, AZ, 85255Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address7328 E. Deer Valley Rd., Ste 105, Scottsdale, AZ, 85255Dec 31, 2024SEC 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 signalnon_adviser_filerDec 31, 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
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 quarter2026-03-31Mar 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 positions1Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions134Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions163Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions162Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions158Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions156Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$473MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$604MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$575MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$573MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$579MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersScottsdale, AZMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersScottsdale, AZDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersScottsdale, AZSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersScottsdale, AZJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersScottsdale, AZMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersScottsdale, AZDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Website searchnot_foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference