DFX Intelligence

Family Office Intelligence

Family office profile

S••••••••• F••••••••• I••••••••• L••

The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Bala Cynwyd, PACandidateidentity confidence 30%Top 500 by research priority

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 21, 2026 · 50 observations · 4 sources

1 people · 2 investments · 468 public positions · 1556 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.

Direct investing

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 44% (high value, high value shallow; the most valuable missing fact is classification)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Classification: Candidate
Description: unknown
Headquarters: Bala Cynwyd, PA
Office address: unknown
Business phone: unknown
Website: unknown
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $2.7B. These are different facts and are never added together.
Form 13F: $2.7B across 468 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

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

Person	Title	Responsibility	Business contact	Source
B•••• S•••••••	Assistant Secretary	Operations and finance	phone: 610-617-2600 (published by the subject, May 15, 2026)	sec.gov Fact

Office contact points

Office address: 401 E. CITY AVENUE, SUITE 220, Bala Cynwyd, PA, 19004 (published by the subject) sec.gov

Investment mandate

show

2 i••••••••• on the record (public_equity); last deal 2016-02-12

Stated (their words, cited)

No cited statement of mandate on the record.

Observed (from the investment record)

States: none Fact
Control: passive (2) Fact
Sectors: none Fact
Subsectors: none Fact
Co investors: none Fact
Asset classes: public equity (2) Fact
Direct vs fund: Fund: 0 · Direct: 2 · Real estate: 0 Fact
Sponsors backed: none Fact
Investment count: 2 Fact
Investment kinds: public stake 13g (2) Fact
First and last deal: Last: 2016-02-12 · First: 2015-02-13 Fact
Lead vs participant: unknown (2) Fact
Disclosed check sizes: Max: unknown · Min: unknown · Count: 0 Fact
amounts are only what a source disclosed; never backsolved from a round

Inferred (regulatory shape and team)

Public equity book: $2.7B 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)

From EDGAR's index of the office's own filings. A 13D is a stake of 5% or more held with intent, a 13G one held passively, a Form 3, 4 or 5 the office as an insider of the issuer. The size of the stake is inside each filing and is not shown here.

First filed	Issuer	Filed as	Filings
Feb 12, 2016	W••••• E•••••• I•••	Schedule 13G (passive)	1x SC 13G/A on W••••• E•••••• I••• between 2016-02-12 and 2016-02-12 sec.gov
Feb 13, 2015	G••••• I•••	Schedule 13G (passive)	1x SC 13G, 1x SC 13G/A on G••••• I••• (GPRO) between 2015-02-13 and 2016-02-12 sec.gov

Form 13F holdings

Top 40 positions of 468 for the quarter ended Mar 31, 2026; $1.4B shown of $2.7B reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
M•••••••• C•••	COM	$61.2M	165,449	2.3%
A•••• I••	COM	$60.9M	250,716	2.3%
V••• I••	COM CL A	$60.4M	199,900	2.3%
S••••••••• I••	COM	$57.5M	549,755	2.2%
A•••••••• D••• P••••••••• I•	COM	$56.7M	279,284	2.1%
M••••• C•••	COM	$56.5M	129,606	2.1%
C•• G•••• I••	COM	$55.9M	189,190	2.1%
T••••• F••• C•••	COM	$52.8M	1,148,137	2.0%
F••••••• C•	COM	$50.9M	1,096,994	1.9%
T•••••••• G•••• I••	COM	$50.8M	43,853	1.9%
C••••••• I••••••• B••• O• C•	COM	$49.5M	522,000	1.9%
U••• T••••••••• I••	COM	$48.4M	673,058	1.8%
C••••• C•••	COM	$44.7M	411,400	1.7%
P••••• I••	COM	$42.8M	370,917	1.6%
M•••••• I••	COM	$36.4M	515,409	1.4%
A••••••• I••	COM	$35.1M	146,738	1.3%
C•••• L•• S••••	COM	$34.1M	104,529	1.3%
T•••• T••••••••• P••	SHS	$33.4M	80,232	1.3%
K••••••	COM	$31.2M	1,556,745	1.2%
V•••••• C•••	COM SHS	$30.4M	344,319	1.1%
W•••• M••• I•• D••	COM	$29.7M	129,272	1.1%
C•• I••• N• V•	SHS	$27.8M	2,528,496	1.0%
M••••••• S•••••••• I••	COM NEW	$27.6M	63,522	1.0%
I•••••••• R••• I••	COM	$27.3M	341,317	1.0%
B•••• I••	CL A	$26.6M	442,561	1.0%
A•• H••••••• P••	SPONSORED ADS	$24.9M	164,754	0.9%
P••••• H•••• I••	COM	$24.9M	549,729	0.9%
L••••• I••• I••	COM	$23.3M	50,192	0.9%
A•• P••	SHS CL A	$23.1M	71,538	0.9%
G•••••••• S••••••• I••	COM	$22.9M	153,449	0.9%
C••••••• N•• R•• L•• M•• T••	COM	$22.8M	467,600	0.9%
E••••••••• I••• W••• I••	COM	$21.6M	150,828	0.8%
G•••••• I••	CL A	$21.4M	259,163	0.8%
R•••• B• C••	COM	$21.2M	131,100	0.8%
S••••• E••••• I•• N••	COM	$20.2M	305,600	0.8%
W•••••	COM	$20.2M	80,775	0.8%
S•••• D••••••• I••	COM	$18.0M	99,895	0.7%
T•••••••••	COM	$17.9M	258,491	0.7%
V••••••• I••	COM	$17.4M	70,031	0.7%
O•••• C•••••• N••	COM	$17.2M	159,397	0.6%

Changes between the last two quarters

Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Totalenergies Se (was $7,742,719, 118,354 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Herbalife Ltd (was $5,073,543, 393,603 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Kiniksa Pharmaceuticals Intl (was $2,480,156, 60,125 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Livanova Plc (was $5,518,564, 89,689 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Bunge Global Sa (was $4,015,014, 45,072 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Monday Com Ltd (was $11,178,703, 75,757 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Qiagen Nv (was $6,506,664, 144,689 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Universal Display Corp (was $2,796,764, 23,949 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Ventas Inc (was $9,336,284, 120,655 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Viasat Inc (was $5,149,840, 149,444 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Viridian Therapeutics Inc (was $3,145,703, 101,083 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Western Digital Corp (was $18,201,015, 105,654 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Workday Inc (was $25,645,806, 119,405 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited YUM Brands Inc (was $21,198,261, 140,126 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Gilead Sciences Inc (was $4,072,390, 33,179 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited CVS Health Corp (was $2,452,224, 30,900 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited CVR E••••• Inc (was $5,600,209, 220,134 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited CMS E••••• Corp (was $7,720,692, 110,406 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Brinks Co (was $2,642,884, 22,641 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Boeing Co (was $25,782,566, 118,748 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Blue Owl Capital Inc (was $6,775,768, 453,532 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Blackrock Inc (was $4,435,489, 4,144 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Blackline Inc (was $6,193,033, 112,010 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Black Hills Corp (was $3,120,360, 44,949 shares) sec.gov
Mar 31, 2026 S••••••••• F••••••••• I••••••••• L•• exited Bentley Sys Inc (was $11,949,156, 313,092 shares) 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

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 discoveredS••••••••• F••••••••• I••••••••• L•• files Form 13F (non_adviser_filer, $2,667,690,156 in 468 positions)DiscoveryInferencesec.gov

Sources and evidence

50show

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. 50 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•••••

+20 i••••••••• s•••••• (4 sources)

Active deployment

no components; scored 0

Exists confidence

+50 r••••••••• i••••••••• •••• C•• o• E•••

+30 i••••••••• s•••••• (4 sources)

Research priority

+17 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($2,667,690,156)

+3 c••••••••• i••••••• u•••••••••

+6 d••••• i••••••••• o• r•••••

+5 n• d••••••••• y•• •••••••• w•••• a•• o•••

+2 n• w•••••• k•••• •••••••• w•••• f••• o•••

+0 r••• (144)

Mandate confidence

+20 m•••••• s•••••••• b• o••••••• i•••••••••

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••••• (10 days)

External manager propensity

no components; scored 0

Direct investment propensity

+30 o••••••• d••••• i••••••••• (2 on the record)

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Edgar forms	13F-HR,13F-HR/A,13F-NT,13F-NT/A,3,4,N-PX,SC 13G,SC 13G/A	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Edgar fts mention	100	Sep 12, 2026	SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.sec.gov	Fact
Filing address	401 E. CITY AVENUE, SUITE 220, Bala Cynwyd, PA, 19004	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	401 E. CITY AVENUE, SUITE 220, Bala Cynwyd, PA, 19004	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	401 E. CITY AVENUE, SUITE 220, Bala Cynwyd, PA, 19004	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	401 E. CITY AVENUE, SUITE 220, Bala Cynwyd, PA, 19004	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	401 E. CITY AVENUE, SUITE 220, Bala Cynwyd, PA, 19004	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	401 E. CITY AVENUE, SUITE 220, Bala Cynwyd, PA, 19004	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	non_adviser_filer	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	468	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	549	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	550	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	708	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	1,055	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	1,064	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$2.7B	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$2.9B	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$2.6B	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$3.7B	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$7.2B	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$7.0B	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Bala Cynwyd, PA	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Bala Cynwyd, PA	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Bala Cynwyd, PA	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Bala Cynwyd, PA	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Bala Cynwyd, PA	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Bala Cynwyd, PA	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	W••••• E•••••• I•••	Feb 12, 2016	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	G••••• I•••	Feb 13, 2015	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Website search	not_found	Sep 21, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference
Website search	not_found	Sep 19, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference