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••• Z••••••••• I••••••••• 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.

Redwood City, CACandidateidentity confidence 30%c•••••••••.com

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 14, 2026 · 52 observations · 4 sources
1 people · 0 investments · 1 public positions · 15 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 41% (low value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
The C••• Z••••••••• I••••••••• tackles society’s toughest challenges: eradicating disease, improving education, and addressing local communities.
Headquarters
Redwood City, CA
Office address
unknown
Business phone
unknown
Website
c•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $49.2M. These are different facts and are never added together.
Form 13F
$49.2M across 1 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
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
D•••• L••Chief Investment OfficerChief investment officer · investment decisions
phone: 6506664710 (published by the subject, May 15, 2026)
sec.gov Fact
Office contact points
Office address: 2682 Middlefield Rd, Suite I, Redwood City, CA, 94063 (published by the subject) sec.gov
Office address: 2682 Middlefield Rd, Suite K, Redwood City, CA, 94063 (published by the subject) sec.gov
W••••••: c•••••••••.com (published by the subject) c•••••••••.com
Investment mandate
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inferred only: public equity book 49244825.0

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
$49.2M 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
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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
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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; $49.2M shown of $49.2M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
I•••••• I••CORE MSCI EMKT$49.2M706,019100.0%
Changes between the last two quarters
  • Mar 31, 2026 C••• Z••••••••• I••••••••• L•• exited Ishares Tr (was $41,592,369, 464,927 shares) sec.gov
  • Mar 31, 2026 C••• Z••••••••• I••••••••• L•• exited Vanguard Intl Equity Index F (was $55,587,105, 664,838 shares) sec.gov
  • Dec 31, 2025 C••• Z••••••••• I••••••••• L•• opened a $51,913,737 position in I•••••• I•• (772,296 shares) sec.gov
  • Sep 30, 2025 C••• Z••••••••• I••••••••• L•• opened a $40,592,776 position in Ishares Tr (464,927 shares) sec.gov
  • Sep 30, 2025 C••• Z••••••••• I••••••••• L•• exited Vanguard Index Fds (was $26,150,981, 147,963 shares) sec.gov
  • Jun 30, 2025 C••• Z••••••••• I••••••••• L•• reduced Vanguard Index Fds 415,237 -> 147,963 shares ($71,728,039 -> $26,150,981) sec.gov
  • Mar 31, 2025 C••• Z••••••••• I••••••••• L•• exited Ishares Tr (was $77,911,846, 1,108,592 shares) sec.gov
  • Mar 31, 2025 C••• Z••••••••• I••••••••• L•• reduced Vanguard Intl Equity Index F 3,525,754 -> 664,838 shares ($223,779,606 -> $46,678,276) 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••• Z••••••••• I••••••••• L•• files Form 13F (non_adviser_filer, $149,093,211 in 3 positions)DiscoveryInferencesec.gov
Sources and evidence
52show

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. 52 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (D•••• L•• (Chief Investment Officer))
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
Research priority
+8 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($49,244,825)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (1854)
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••••• (6 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
DescriptionThe C••• Z••••••••• I••••••••• tackles society’s toughest challenges: eradicating disease, improving education, and addressing local communities.Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
DescriptionThe C••• Z••••••••• I••••••••• tackles society’s toughest challenges: eradicating disease, improving education, and addressing local communities.Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,13F-HR/A,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Filing address2682 Middlefield Rd, Suite K, Redwood City, CA, 94063Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address2682 Middlefield Rd, Suite I, Redwood City, CA, 94063Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address2682 Middlefield Rd, Suite I, Redwood City, CA, 94063Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address2682 Middlefield Rd, Suite I, Redwood City, CA, 94063Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address2682 Middlefield Rd, Suite I, Redwood City, CA, 94063Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address2682 Middlefield Rd, Suite I, Redwood City, CA, 94063Dec 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 positions3Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions2Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions2Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions2Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions3Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$49.2MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$149MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$93.6MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$77.7MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$118MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$372MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersRedwood City, CAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersRedwood City, CADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersRedwood City, CASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersRedwood City, CAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersRedwood City, CAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersRedwood City, CADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Websitec•••••••••.comSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) c•••••••••.comInference
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website titleC••• Z••••••••• I••••••••• - Our WorkSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website titleC••• Z••••••••• I••••••••• - Our WorkSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact