Family office profile

S••••••••• P•••••••• S••••••••• L••

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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 23, 2026 · 55 observations · 4 sources
1 people · 0 investments · 833 public positions · 1759 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% (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 $6.3B. These are different facts and are never added together.
Form 13F
$6.3B across 833 positions, quarter ended Jun 30, 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
M•••••• J•••••TreasurerOperations and finance
phone: ••• Locked (published by the subject, Aug 14, 2026)
sec.gov Fact
Office contact points
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)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$6.7B 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
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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
40 positionsshow
Form 13F holdings

Top 40 positions of 833 for the quarter ended Jun 30, 2026; $2.3B shown of $6.3B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
I•••• C•••COM$146M1,045,3292.3%
A••••• I••COM$83.8M332,8711.3%
S•••••• W••••••• C•COM$76.6M222,5791.2%
M•••••••• P••SHS$74.9M957,3441.2%
P••••• M••••• I••• I••COM$73.0M403,3871.2%
S•••••••• C•••COM$71.2M696,4851.1%
C••••• W•••••••• C•••••••••COM$70.7M75,5681.1%
H••••• I••COM$69.9M176,0971.1%
P••••••• I•••COM$69.6M513,6511.1%
W••••••• C•• I••COM$68.6M922,2941.1%
D•••• E••••• C••• N••COM$68.6M1,659,0421.1%
E•••••• I••COM$68.2M65,4581.1%
T••••••• U• I••COM$66.5M396,4241.1%
M•••••• B••••••• C••• N••COM$65.3M679,6371.0%
T•• C•••• G••••COM$65.1M236,3021.0%
T•• C•• I•• N••COM$62.0M409,3801.0%
C•••••• P•••••••• C•COM$60.5M659,8561.0%
C•• H••••• C•••COM$59.1M571,1610.9%
A•••• I••COM$54.8M151,3620.9%
C•••••• C••• D••COM$54.5M849,4680.9%
A•• P••••••• A•• C•••••••• I•COM$54.3M185,2270.9%
K••••• M••••• I•• D••COM$50.2M1,570,4740.8%
T••••••••• S•ACT$49.9M641,8800.8%
C•••••• I••COM$49.9M176,2620.8%
D•••••• R••• T• I••COM$48.2M268,4890.8%
A•••••• T••••••••• I••COM$46.6M350,7250.7%
T•••• R•• C•••COM$45.2M168,5580.7%
V••••• P••••••••• I••COM$45.2M90,9280.7%
C•••••• I••COM$44.4M62,2770.7%
A••••••• I••COM$43.7M13,6660.7%
W••• P••••••••• S••• I••COM$42.8M119,3450.7%
D••••• I••COM$41.2M612,1270.7%
K••••• D• P••••• I••COM$40.8M1,248,0210.7%
V••••• I••COM$39.7M447,1720.6%
M•••••••• C•••COM$38.2M141,3860.6%
E•••••• G•••• I••COM NEW$38.0M148,5820.6%
E••••• E••••• C•••••••••COM$37.0M405,5460.6%
E••••••••• A••• I••COM$36.3M177,0070.6%
B•••• G••••• S•COM SHS$35.1M328,9460.6%
N•••• C•••COM$35.1M157,5970.6%
Changes between the last two quarters
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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
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 12, 2026Office discovered••• LockedDiscoveryInferencesec.gov
Sources and evidence
55show

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. 55 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•••••
+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
+19 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($6,727,357,383)
+3 c••••••••• i••••••• u•••••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (272)
Mandate confidence
no components; scored 0
Identity confidence
+30 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
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
Edgar fts mention61Sep 12, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.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 signalnon_adviser_filerDec 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 positions833Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions959Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions991Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions1,025Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions831Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions160Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions16Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$6.3BJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$6.7BMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$6.5BDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$6.3BSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$4.6BJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$233MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$29.7MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBala Cynwyd, PAJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBala Cynwyd, PAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBala Cynwyd, PADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBala Cynwyd, PASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBala Cynwyd, PAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBala Cynwyd, PAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBala Cynwyd, PADec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Website searchnot_foundSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 19, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference