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A•••• F••••• T••••

Family investment vehicleTop 500· Los Angeles, CA

Family investment vehicle, based in Los Angeles, CA, with 1 direct investment on record.

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

Direct investments
1
Deal announcements, Form D and filings
Decision makers
Not established
13F holdings
$249M
Form 13F
Last deployment
Aug 2026
The latest dated investment or commitment on record
Team (1)Direct investments (1)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 85% · 71 observations · 4 sourcesShow
Family investment vehicleVerified Sep 23, 2026 (today)1 people · 1 investments · 200 public positions · 18 events

Why this class: California trust of Haim and Cheryl S••••, sole shareholder of the S•••• Capital Group holding chain, investing the S•••• family's capital. Reclassified by the FO lane on review: a family trust is a family investment vehicle, not an office..

Direct investing
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: external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
show
Profile completeness 53% (high value, high value deep; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Family investment vehicle
Description
unknown
Headquarters
Los Angeles, CA
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $249M. These are different facts and are never added together.
Form 13F
$249M across 200 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 23, 2026Family investment vehicle 85%California trust of Haim and Cheryl S••••, sole shareholder of the S•••• Capital Group holding chain, investing the S•••• family's capital. Reclassified by the FO lane on review: a family trust is a family investment vehicle, not an office.Factverifiedsec.gov“••• Locked”
  • Sep 12, 2026Candidate 45%family-named 13F filer on no adviser roster (i•••••••••, holdings, capital, trust)Inference
  • Sep 12, 2026Candidate 35%family-named entity with no regulatory signal yetInference
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
1 peopleshow
PersonTitleResponsibilityBusiness contactSource
A••• C•••••••• A••••••• i• F••••A••••••• in F•••Other
phone: ••• Locked (published by the subject, Aug 10, 2026)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
Office address: ••• Locked (published by the subject) sec.gov
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
States
none Fact
Control
unknown (1) Fact
Sectors
none Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
public equity (1) Fact
Direct vs fund
Fund: 0 · Direct: 1 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
1 Fact
Investment kinds
insider stake (1) Fact
First and last deal
Last: 2016-09-16 · First: 2016-09-16 Fact
Lead vs participant
unknown (1) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
Inferred (regulatory shape and team)
Public equity book
$206M 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
Stakes the office filed (Schedule 13D, 13G, Section 16)
First filedIssuerFiled asFilings
Sep 16, 2016S•••• S•••••• L••Section 16 insider••• Locked sec.gov
Form 13F holdings

Top 40 positions of 200 for the quarter ended Jun 30, 2026; $184M shown of $249M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
N••••• C•••••••••CMN$22.8M113,8109.2%
A••••••• I•••CMN CLASS A$18.7M52,3757.5%
A•••• I•••CMN$17.6M60,7707.1%
M•••••••• C•••••••••CMN$12.0M32,0704.8%
A••••••••• I••CMN$10.9M45,8754.4%
M••••• T••••••••• I•••CMN$10.3M8,9504.2%
B••••••• I•••CMN$9.5M25,2003.8%
A••••••• M•••• D••••••• I•••CMN$7.2M12,3152.9%
T••••• I•••CMN$6.4M15,1052.6%
M••• P•••••••• I•••••••• A•CMN CLASS A$6.3M11,1622.5%
L•• R••••••• C•••••••••CMN$5.0M11,5002.0%
A•••••• M•••••••• I••CMN$4.7M6,4451.9%
S•••••••••SHS$4.0M658,9351.6%
I•••• C•••••••••CMN$4.0M28,7101.6%
C•••• S••••••• I•••CMN$3.6M30,3451.4%
W•••••• D•••••• C•••••••••CMN$3.1M4,9101.3%
K•• C•••CMN$2.8M9,3001.1%
C••••• W•••••••• C•••••••••CMN$2.6M2,7651.0%
S•••••• C•••••••••CMN$2.2M9550.9%
W•••••• I••CMN$2.2M19,0200.9%
E•• L•••• • C•CMN$2.1M1,7900.9%
J••••••• C•••• • C•CMN$1.9M5,9500.8%
P••••••• T••••••••• I•••CMN CLASS A$1.9M16,2800.8%
P••• A••• N••••••• I•••CMN$1.9M5,5100.8%
B•••••••• H••••••• I•••CLASS B$1.9M3,7500.8%
N••••••• I•••CMN$1.8M25,0500.7%
A•••• I•••CMN$1.7M4,6700.7%
V••• I•••CMN CLASS A$1.4M4,1900.6%
C••••••••• I•• •••••••••CMN$1.4M1,2700.5%
J•••••• • J••••••CMN$1.3M5,1000.5%
C••••••••• H•••••••• I•••CMN CLASS A$1.2M1,6300.5%
A••••• D••••••• I•••CMN$1.2M2,9700.5%
A••••• I•••CMN$1.1M4,3750.4%
G••••• S•••••••CMN$1.1M8,6050.4%
B•••••• H••••••• I•••CMN$1.1M6,0000.4%
U••••••••• G•••• I•••••••••CMN$1.1M2,5500.4%
C•••••••• C•••••• ••••CMN$1.1M13,0200.4%
M••••••••• I•••••••••CMN CLASS A$1.1M2,0500.4%
A••••••• C•••••••••CMN CLASS A$1.0M2,0250.4%
P••••••• I•••CMN$1.0M7,6000.4%
Changes between the last two quarters
  • 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
  • Sep 30, 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.
Related entities
show
Signals and timeline
4show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.

  • Mar 31, 2025Public book diversified••• LockedPublic marketsFactsec.gov
  • Sep 11, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov
  • Sep 23, 2026Classification changed••• Lockedc•••••••••Factsec.gov
Sources and evidence
71show

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. 71 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (10 days)
Contactability
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 p•••••
+15 i•••••••••
+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
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($206,058,687)
+3 c••••••••• i••••••• u•••••••••
+3 d••••• i••••••••• o• r•••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (415)
Mandate confidence
+10 m•••••• s•••••••• b• o••••••• i•••••••••
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••••• (10 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 o••••••• d••••• i••••••••• (1 on the record)
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,3,3/A,4Sep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) 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
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 13F3Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F3Dec 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 positions200Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions203Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions195Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions191Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions189Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions169Mar 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$249MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$206MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$219MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$213MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$202MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$171MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$178MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLos Angeles, CAJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLos Angeles, CAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLos Angeles, CADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLos Angeles, CASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLos Angeles, CAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLos Angeles, CAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLos Angeles, CADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Office type (stated)family_investment_vehicle
“••• Locked”
Sep 23, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Public stake filed (13D, 13G, Section 16)S•••• S•••••• L••Sep 16, 2016SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Website searchnot_foundSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 20, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 19, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference