DFX Intelligence

Family office profile

S•• A•••••••• L••

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Montclair, NJOutsourced family office provideridentity confidence 60%s•••••••••.com

Why this class: registered adviser offering family office services among its advisory services ('advisory consulting and family office services').

Not yet hand-verified

Last observed Sep 23, 2026 · 90 observations · 3 sources

12 people · 0 investments · 55 public positions · 48 events

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

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Profile completeness 56% (medium value, medium; the most valuable missing fact is direct investments)

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

Classification: Outsourced family office provider
Description: unknown
Headquarters: Montclair, NJ
Office address: ••• Locked
Business phone: ••• Locked
Website: s•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $116M. Regulatory AUM $176M. These are different facts and are never added together.
Regulatory AUM (Form ADV): $176M as of Mar 30, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Apr 11, 2017 · 12 employeesFact
Client mix (Form ADV 5.D): Individuals: 272 ($82.0M); High net worth individuals: 32 ($94.0M)Fact
Form 13F: $116M across 55 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 ('advisory consulting and family office services')Inference

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

12 peopleshow

Person	Title	Responsibility	Business contact	Source
P••••••••• P•••••••••	Investment Management	Direct investments · investment decisions	none on record	s•••••••••.com Fact
P••••••••• P•••••••••	Investment and advisory services offered through S•• A•••••••• L••, a Registered Investment Advisor.	Direct investments · investment decisions	none on record	s•••••••••.com Fact
S•••• R• S••••	Director, Investment Management	Direct investments · investment decisions	email: ••• Locked (published by the subject)	s•••••••••.com Fact
C••••••••• R• S••••••	Director, Corporate Services	Leadership	email: ••• Locked (published by the subject)	s•••••••••.com Fact
H•••• S•••••• J••	Financial Advisor and Advisory Board Member	Leadership	email: ••• Locked (published by the subject)	s•••••••••.com Fact
J••• A• S••••••••	Director, F•••••••• P•••••••	Leadership	email: ••• Locked (published by the subject) phone: ••• Locked (published by the subject, Jul 27, 2026)	s•••••••••.com Fact
J••• A• S••••••••	Director of F•••••••• P•••••••	Leadership	email: ••• Locked (published by the subject) phone: ••• Locked (published by the subject, Jul 27, 2026)	sec.gov Fact
J••• H• S••••••	Managing Director and Financial Advisor	Leadership	email: ••• Locked (published by the subject)	s•••••••••.com Fact
J••• H•••• S••••••	Managing Member/chief Compliance Officer	Leadership	none on record	r••••••.a•••••••••.s••.gov Fact
J••••• P••••	Financial Advisor and Advisory Board Member	Leadership	email: ••• Locked (published by the subject)	s•••••••••.com Fact
P•••• E• G••••••	Director, Insurance Services	Leadership	email: ••• Locked (published by the subject)	s•••••••••.com Fact
E••••••• B•••••••	Strategic Executive Benefit Plan Review	Other financial services · New York (from the bio)	none on record	s•••••••••.com Fact

Office contact points

Business phone: ••• Locked (published by the subject) s•••••••••.com

Business phone: ••• Locked (published by the subject) a•••••••••.s••.gov

Office address: ••• Locked (published by the subject) sec.gov

W••••••: ••• Locked (published by the subject) s•••••••••.com

Investment mandate

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••• 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: $95.2M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Direct investment team: 3 Inference
named professionals with this responsibility

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

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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 55 for the quarter ended Jun 30, 2026; $112M shown of $116M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
E• S••••• T••••	VARI PE CYCL ETF	$9.2M	311,045	8.0%
A•••• I••	COM	$8.0M	27,712	6.9%
T•••• T•••• I••	VIST ARTI IN ETF	$6.8M	79,632	5.9%
F•••• T• E••••••••• F•	NASDAQ CYB ETF	$4.8M	52,896	4.1%
S••• S••••• T••••	ST STR BLO 1 ETF	$4.7M	51,615	4.1%
F•••• T• E••••••••• F•	FINLS ALPHADEX	$4.4M	71,126	3.8%
I•••••• T•	S&P 500 VAL ETF	$4.1M	18,219	3.6%
I•••••• T•	US BR DEL SE ETF	$3.9M	22,270	3.4%
V••••• E•• T••••	SEMICONDUCTR ETF	$3.9M	5,928	3.4%
S••• S••••• T••••	ST STR SP TELCO	$3.7M	16,118	3.2%
F•••• T• E••••••••• F•	NY ARCA BIOTECH	$3.5M	13,963	3.0%
F•••• T• E••••••••• F•	DJ INTERNT IDX	$3.4M	12,950	3.0%
E• S••••• T••••	ALPHA ARCH 1-3	$3.4M	29,078	2.9%
F••••••• C•••••••• T••••	CLOUD COMPUTNG	$3.4M	87,416	2.9%
I•••••• E••••••• T••••• F• T•	DORS WR HEAL ETF	$3.4M	56,283	2.9%
F••••••• C•••••••• T••••	MSCI CONSM DIS	$3.2M	31,446	2.8%
I•••••• T•	EXPANDED TECH	$3.2M	35,387	2.8%
F•••• T• E••••••••• F•	I••• EQUITY OPP	$3.2M	38,282	2.8%
I•••••• T•	ASIA 50 ETF	$3.2M	22,470	2.7%
A•••••• E•• T•	ONLIN RETL ETF	$2.5M	36,416	2.2%
G••••• X• F••	US INFR DEV ETF	$2.3M	38,723	2.0%
S••• S••••• T••••	ST STR SP AERO	$2.0M	7,097	1.7%
F•••• T• E••••••••• F•	HLTH CARE ALPH	$1.9M	15,592	1.6%
P•••• F•• T•	US CASH COWS 100	$1.8M	29,387	1.6%
I•••••• T•	US CONSM STAPLES	$1.7M	23,834	1.5%
I•••••• T•	MSCI I••• QUALTY	$1.7M	33,876	1.4%
M••••• F• I••	COM	$1.7M	76,614	1.4%
F•••• T• E••••••• T••••• F•	NASDQ OIL GAS	$1.5M	45,382	1.3%
I•••••• E••••••• T••••• F• T•	S&P SMLCP MOMENT	$1.5M	15,838	1.3%
R••••••••• C•• G•••••••• F•	IPO ETF	$1.2M	20,468	1.0%
F•••• T• E••• T•• A••••• F•	DEV MRK EX US	$1.1M	11,997	1.0%
G••••• X• F••	ARTIFICIAL ETF	$1.1M	16,899	1.0%
S••• S••••• T••••	ST STR SP SEMI	$1.1M	1,734	0.9%
I•••••• T•	CORE S&P500 ETF	$1.0M	1,350	0.9%
W••••••••• T•	EM EX ST-OWNED	$934,027	18,992	0.8%
I•••••• T•	MICRO-CAP ETF	$777,155	3,885	0.7%
I•••••• E••••••• T••••• F• T•	SEMICONDUCTORS	$736,630	3,922	0.6%
F•••• T• E••• T•• A••••• F•	EM SML CP ALPH	$734,436	16,084	0.6%
C•••••••• I••• I••	COM	$527,307	165,300	0.5%
F•••• T• E••••••••• F•	WTR ETF	$403,253	3,682	0.3%

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

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No co-investor on the record.

Independent sponsor relationships

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No cited relationship to an independent sponsor.

Related entities

1show

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 discovered••• LockedDiscoveryInferencea•••••••••.s••.gov

Sources and evidence

90show

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. 90 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)

Contactability

+40 n•••• d••••••••• (••• Locked)

+30 v••••••• b••••••• e••••• (8)

+20 v••••••• b••••••• p••••• (4)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 p•••••

+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•••

+20 w••••••

+30 i••••••••• s•••••• (3 sources)

Research priority

+11 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($176,000,000)

+0 r••• (1860)

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

+15 d••••• i••••••••• p••••••••• o• s••••

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV admission signal	services_description	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Latest Form ADV filing	2026-03-30	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	S•• A••••••• \| S•• A•••••••• L••	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	S•• A••••••• \| S•• A•••••••• L••	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	S•• A••••••• \| S•• A•••••••• L••	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	S•• A••••••• \| S•• A•••••••• L••	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other services (Form ADV)	ADVISORY CONSULTING AND FAMILY OFFICE SERVICES	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Advisory services (Form ADV 5.G)	financial_planning,portfolio_management_individuals,pension_consulting,other	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV status	Approved	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
SEC status effective	2017-04-11	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Bios read	bio-fo-1	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Branch offices	2	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	2	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	2	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	2	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Business phone	••• Locked	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
High net worth clients	32	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Client mix (Form ADV 5.D)	{"individuals":{"clients":272,"raum_usd":82000000,"fewer_than_5":false},"high_net_worth_individuals":{"clients":32,"raum_usd":94000000,"fewer_than_5":false}}	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Employees	12	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Filing address	••• Locked	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2026	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
Other managers on 13F	0	Jun 30, 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	2026-06-30	Jun 30, 2026	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	55	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	48	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	66	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	62	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	57	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	72	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	82	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$116M	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$95.2M	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$156M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$157M	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$145M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$135M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$142M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Montclair, NJ	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Montclair, NJ	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Montclair, NJ	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Headquarters	Montclair, NJ	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Montclair, NJ	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Montclair, NJ	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Montclair, NJ	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Montclair, NJ	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Legal form	Limited Liability Company	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Office address	••• Locked	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private funds advised	0	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private fund gross assets	$0	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• accounts	336	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• hnw usd	$94.0M	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• usd	$176M	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Schedule a rows	1	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) r••••••.a•••••••••.s••.gov	Fact
Team page url	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Team page url	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Team page url	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Team page url	••• Locked	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Team page url	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Team page url	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Website	••• Locked	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Website robots	disallowed	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Website title	Home - S•• A•••••••	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact
Website title	Home - S•• A•••••••	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com	Fact