DFX Intelligence
Family Office Intelligence
Family office profile
T••••••••• C••••••• I•••
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Pittsburgh, PACandidateidentity confidence 30%t•••••••••.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 21, 2026 · 55 observations · 4 sources
1 people · 4 investments · 1 public positions · 22 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
60
high
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.
Overviewshow
Profile completeness 44% (low value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Candidate
- Description
- Raymond James Financial Advisor
- Headquarters
- Pittsburgh, PA
- Office address
- unknown
- Business phone
- unknown
- Website
- t•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
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 originshow
- 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.
Team1 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| M••••••• J••••• | President | Leadership | phone: 724-933-3208 (published by the subject, Jan 21, 2026) | sec.gov Fact |
Office contact points
Investment mandateshow
4 i••••••••• on the record (public_equity); last deal 2023-10-24
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
- States
- none Fact
- Control
- unknown (3), passive (1) Fact
- Sectors
- none Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- public equity (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 4 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 4 Fact
- Investment kinds
- portfolio listing (3), public stake 13g (1) Fact
- First and last deal
- Last: 2023-10-24 · First: 2023-10-24 Fact
- Lead vs participant
- unknown (4) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Factamounts are only what a source disclosed; never backsolved from a round
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments3 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| n/a | P•••••• • S••••••• | Portfolio listing | unknown | unknown | unknown | none named | t•••••••••.com Fact “listed on https://w••.t•••••••••.com/services/portfolio-management: Terms of Use (r•••••••••.com)” |
| n/a | S••• | Portfolio listing | unknown | unknown | unknown | none named | t•••••••••.com Fact “listed on https://w••.t•••••••••.com/services/portfolio-management: S••• (s•••.org)” |
| n/a | F••••• y••• p•••••••• | Portfolio listing | unknown | unknown | unknown | none named | t•••••••••.com Fact “listed on https://w••.t•••••••••.com/services/portfolio-management: Contact Us / FAQ (c•••••••••.r••.com)” |
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings1 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 |
|---|---|---|---|
| Oct 24, 2023 | C••• O•••••• G••••• I••• | Schedule 13G (passive) | 1x SC 13G, 1x SC 13G/A on C••• O•••••• G••••• I••• (CODA) between 2023-10-24 and 2024-09-26 sec.gov |
Form 13F holdings
Top 1 positions of 1 for the quarter ended Dec 31, 2025; $0 shown of $0 reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| N•• | COM | $0 | 0 |
Changes between the last two quarters
- Dec 31, 2025 T••••••••• C••••••• I••• exited Tesla Inc (was $3,376,314, 7,592 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Alphabet Inc (was $7,886,362, 32,441 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Amazon Com Inc (was $6,526,279, 29,723 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Apple Inc (was $11,712,883, 46,000 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Berkshire Hathaway Inc Del (was $2,883,214, 5,735 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Broadcom Inc (was $4,296,111, 13,022 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Coterra Energy Inc (was $8,570,744, 362,399 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Meta Platforms Inc (was $4,390,189, 5,978 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Gentex Corp (was $9,350,673, 330,412 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Invesco Exchange Traded Fd T (was $16,197,568, 234,679 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Ishares Tr (was $17,683,023, 334,779 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Ishares Tr (was $10,878,907, 357,153 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Jpmorgan Chase & Co. (was $2,520,670, 7,991 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Microsoft Corp (was $12,387,203, 23,915 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Monster Beverage Corp New (was $9,649,410, 143,358 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Morningstar Inc (was $6,085,312, 26,228 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Nvidia Corporation (was $12,676,623, 67,942 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Vaneck Etf Trust (was $15,494,919, 1,037,143 shares) sec.gov
- Dec 31, 2025 T••••••••• C••••••• I••• exited Veeva Sys Inc (was $9,224,486, 30,964 shares) sec.gov
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Signals and timeline1show
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 discoveredT••••••••• C••••••• I••• files Form 13F (non_adviser_filer, $195,046,497 in 49 positions)DiscoveryInferencesec.gov
Sources and evidence55show
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••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (M••••••• J••••• (President))
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+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•••
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
Research priority
+3 c••••••••• i••••••• u•••••••••
+12 d••••• i••••••••• o• r•••••
+0 r••• (1536)
Mandate confidence
+40 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 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+60 o••••••• d••••• i••••••••• (4 on the record)
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Description | Raymond James Financial Advisor | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Description | Raymond James Financial Advisor | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Edgar entity type | other | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| Edgar forms | 13F-HR,N-PX,SC 13G,SC 13G/A | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| Filing address | 1001 MCKNIGHT PARK DRIVE, Pittsburgh, PA, 15237 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 1001 MCKNIGHT PARK DRIVE, Pittsburgh, PA, 15237 | Sep 30, 2025 | 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 admission signal | non_adviser_filer | Sep 30, 2025 | 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 |
| 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 |
| 13F positions | 1 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 49 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $195M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Pittsburgh, PA | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Pittsburgh, PA | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Portfolio listed | F••••• y••• p•••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Enroll | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Need Help? | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Contact Us / FAQ | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Client Resources | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | S••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Legal Disclosures | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Terms of Use | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | F••••• y••• p•••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Enroll | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Client Resources | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | S••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Need Help? | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Contact Us / FAQ | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Legal Disclosures | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Terms of Use | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | F••••• y••• p•••••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Enroll | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Need Help? | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Contact Us / FAQ | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | P•••••• • S••••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Client Resources | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | S••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Legal Disclosures | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | P••••••, S••••••• & Account Protection | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio listed | Terms of Use | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio page url | https://t•••••••••.com/ | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio page url | https://t•••••••••.com/ | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio page url | https://t•••••••••.com/ | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Portfolio page url | https://t•••••••••.com/ | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Public stake filed (13D, 13G, Section 16) | C••• O•••••• G••••• I••• | Oct 24, 2023 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| Website | t•••••••••.com | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) t•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Website title | T••••••••• C•••••• - Pittsburgh, PA | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |
| Website title | T••••••••• C•••••• - Pittsburgh, PA | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.com | Fact |