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H••••• A•••••••

Outsourced family office providerNot hand-verified in 180 days· West Palm Beach, FL

Outsourced family office provider, based in West Palm Beach, FL.

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

Regulatory AUM
$852M
Form ADV, Item 5.F
Last deployment
Jul 2026
The latest dated investment or commitment on record
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 11 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 60% · 91 observations · 2 sourcesShow
Outsourced family office providerNot yet hand-verified2 people · 0 investments · 194 public positions · 16 events

Why this class: registered adviser offering family office services among its advisory services ('financial consulting; family office & wealth planning').

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.

Profile completeness 50% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Outsourced family office provider
Description
unknown
Headquarters
West Palm Beach, FL
Office address
••• Locked
Business phone
••• Locked
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $795M. Regulatory AUM $852M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$852M as of Feb 27, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Feb 19, 2021 · 1 employeesFact
Client mix (Form ADV 5.D)
Corporations: 8 ($847M); High net worth individuals: 2 ($4.9M)Fact
Form 13F
$795M across 194 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('financial consulting; family office & wealth planning')Inference
Team
2 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
J••• ••••••••• F•MANAGERLeadership
phone: ••• Locked (published by the subject, Nov 14, 2024)
sec.gov Fact
S••••••• F•Managing Member/chief Compliance OfficerLeadershipnone on record
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
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.

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
$692M 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
Form 13F holdings

Top 40 positions of 194 for the quarter ended Jun 30, 2026; $681M shown of $795M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
E•••••• I••COM$249M239,24031.4%
M••••• T••••••••• I••COM$57.7M50,0007.3%
A••••••• I••CAP STK CL A$52.0M145,6006.5%
A•••• I••COM$42.9M148,4005.4%
A••••• C•• I••COM$36.5M153,2004.6%
N••••• C•••••••••COM$36.0M180,0004.5%
C••••••• N•• R•• L•• M•• T••COM$19.7M499,8002.5%
I••••••••• B•••••• G•••• I•COM CL A$16.3M186,8322.0%
F••• A••••••• L••SHS$15.4M57,0001.9%
M••••••••• I•••••••••CL A$13.4M26,0001.7%
All 40 positionslargest value first
IssuerClassValueSharesWeight
M•••••••• C•••COM$9.9M26,5001.2%
F••••••• E••••••••• I••COMMON STOCK NEW$9.8M41,2551.2%
B••• O• N• T• B••••••••• • S•SHS NEW$8.6M144,9081.1%
J••••••• C•••• • C•COM$7.9M24,1481.0%
M••• P•••••••• I••CL A$7.8M13,8001.0%
N••••• G•••• N•••SHS CLASS A$7.6M27,6001.0%
A••••••• I••CAP STK CL C$7.1M20,0000.9%
P•• P••••••• I••COM CL A$6.3M41,5190.8%
N•••• C•••COM$6.2M27,9920.8%
S•• G••••• I••COM$5.6M13,6670.7%
D•••••• R••• T• I••COM$5.5M30,5520.7%
E••••••• I••CLASS A$5.1M15,0000.6%
C••••••••• H•••• I••CL A$4.8M6,2500.6%
B•••••••• I••COM$3.8M3,9240.5%
W•••••• I••COM$3.7M33,0000.5%
M••••• C•••COM$3.6M8,0000.5%
T••••••• U• I••COM$3.5M20,6500.4%
P••• A••• N••••••• I••COM$3.4M10,0000.4%
E•• R•• I••COM$3.4M25,9000.4%
H••••••• L•••• I••CL A$3.4M25,0000.4%
M••••••••• B• H••• C•••COM$3.1M31,5000.4%
G• A••••••••COM NEW$2.6M7,0000.3%
M••••• M••••••• M•••• I••COM$2.6M4,5000.3%
P•• F••• S••• G•••• I••COM$2.6M10,4440.3%
D•••••• C••• D••COM$2.4M12,5050.3%
A••••• T••••••••• I••COM$2.4M20,0000.3%
H••••• W•••••••• H•••• I••COM$2.4M7,1330.3%
A••••••• M•••• D•••••• I••COM$2.3M4,0000.3%
F• F••• C•••COM$2.3M40,7990.3%
D•••• E••••• C••• N••COM$2.2M52,3600.3%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
All 9 changes
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• 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
1show
Sources and evidence
98show

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. 98 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 i••••••••• s•••••• (2 sources)
Research priority
+15 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($851,737,076)
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1279)
Mandate confidence
no components; scored 0
Identity confidence
+60 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••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 98 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAFeb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalServices descriptionFeb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-02-27Feb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)H••••• A••••••• | H••••• A••••••• LLCSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)H••••• A••••••• | H••••• A••••••• LLCSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)H••••• A••••••• | H••••• A••••••• LLCSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)H••••• A••••••• | H••••• A••••••• LLCSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)FINANCIAL CONSULTING; FAMILY OFFICE & WEALTH PLANNINGFeb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)Portfolio management individuals, portfolio management businesses institutions, otherFeb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedFeb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2021-02-19Feb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedFeb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients2Feb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Corporations: clients: 8; RAUM usd: 846,847,687; Fewer than 5: no; High net worth individuals: clients: 2; RAUM usd: 4,889,389; Fewer than 5: noFeb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Employees1Feb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.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
Filing address••• LockedSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 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 filerYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 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
Other managers on 13F0Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 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
Latest 13F quarter2024-09-30Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-06-30Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions194Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions197Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions193Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions190Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions190Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions193Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions192Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions188Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions178Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions176Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$795MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$692MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$666MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$648MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$611MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$576MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$637MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$598MSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$545MJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$544MMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Palm Beach, FLJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Palm Beach, FLMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Palm Beach, FLFeb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersWest Palm Beach, FLDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Palm Beach, FLSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Palm Beach, FLJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Palm Beach, FLMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Palm Beach, FLDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Palm Beach, FLSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Palm Beach, FLJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersWest Palm Beach, FLMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyFeb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedFeb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised0Feb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Feb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)10Feb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$4.9MFeb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$852MFeb 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact

Not yet on record: direct investments, decision makers.