Family office profile

L••••• M••••• A••••• d•• S•••••••••

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.

Carlsbad, CACandidateidentity confidence 30%

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 · 49 observations · 3 sources
1 people · 0 investments · 233 public positions · 8 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
show
Profile completeness 41% (medium value, unresolved; the most valuable missing fact is c••••ification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
unknown
Headquarters
Carlsbad, CA
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $391M. These are different facts and are never added together.
Form 13F
$391M across 233 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
PersonTitleResponsibilityBusiness contactSource
C•••• H•••Filing AgentOther
phone: ••• Locked (published by the subject, May 1, 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
$391M 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 233 for the quarter ended Mar 31, 2026; $252M shown of $391M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
A••••••• I•• C•••• C•••• C•GOOG$27.3M95,3367.0%
A•••• I••AAPL$27.2M107,2457.0%
I•••••• M••• U•• M•• V•••••••• E••USMV$20.2M217,9435.2%
A••••••• I•• C•••• C•••• A•GOOGL$17.7M61,7224.5%
I•••••• M••• E••• M•• V•• F••••• E••EFAV$17.0M186,3124.4%
I•••••• M••• E••••••• M•••••• M•• V•• F••••• E••EEMV$14.4M222,4353.7%
T••••• S••••••••• M• F••••••••• A•• 1• A•• R••• 5• O•• S••TSM$11.8M34,8163.0%
M•••••••• C•••MSFT$9.6M25,8172.4%
V••• I•• C•••• C•••• A•V$7.1M23,5511.8%
W•••••• I••WMT$5.7M45,7271.5%
H••• D•••• I••HD$5.6M16,9381.4%
M••••• T••••••••• I••MU$5.4M15,9001.4%
S••••••• C••••• C•••SCCO$5.1M29,8811.3%
I•••••• S•• 5•• E•••• W••••• E••RSP$5.0M26,0841.3%
M••••••• C•••MCK$4.5M5,1921.1%
U••••••••• G•••• I••UNH$4.1M15,1011.0%
T•• C•• I•• N••TJX$3.7M23,3581.0%
B•••••••• H••••••• C•••• B•BRKB$3.5M7,2590.9%
M•••••••• C•••MCD$3.4M10,8040.9%
T•• C•••• G••••CI$3.3M12,4670.9%
I•••••• G••••• R••• E••REET$3.2M128,0870.8%
A•••• I••AMGN$3.2M8,9990.8%
N••••••••• A• S• F••••••••• A•• 1• A•• R••• 1• O•• S••NVO$3.1M84,7410.8%
R•• C•••RTX$2.7M14,2160.7%
S•••• P•• F•••••• O•••• E•••SHEL$2.7M29,2810.7%
C•••• S•• I••CSCO$2.7M34,9780.7%
N••••••• A• F••••••••• A•• 1• A•• R••• 1• O•• S••NVS$2.7M17,7630.7%
M••••••••• I•• C•••• C•••• A•MA$2.6M5,1620.7%
R••• P•• F••••••••• A•• 1• A•• R••• 1• O•• S••R•••$2.5M74,1730.6%
A••• H••• N• V• F••••••••• A•• 1• A•• R••• 1• O•• S••A•••$2.4M1,8300.6%
C•• G•••• I•• C•••• C•••• A•CME$2.4M8,1610.6%
T••••••••• D• G•• F••••••••• A•• 1• A•• R••• 5• O•• S••TGS$2.3M67,4150.6%
B••••••• I••AVGO$2.3M7,4710.6%
V•••••• H•••• L•• F••••••••• A•• 1• A•• R••• 0•• O•• S••VIPS$2.3M143,8790.6%
I••••••• O•• L•• F•IMO$2.2M17,1660.6%
C•••• L•• F•CB$2.2M6,8620.6%
A••••••••• I••AMZN$2.2M10,6460.6%
F•••• C•••FDX$2.2M6,1000.6%
P••••• I••PCAR$2.1M18,3590.5%
M••••••• S•••••••• I••MSI$2.1M4,8450.5%
Changes between the last two quarters
  • Mar 31, 2025 ••• 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
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 discovered••• LockedDiscoveryInferencesec.gov
Sources and evidence
49show

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. 49 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•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (3 sources)
Research priority
+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($390,927,000)
+3 c••••••••• i••••••• u•••••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (508)
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,13F-HR/A,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) 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 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, 2025SEC 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 quarter2026-03-31Mar 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 positions233Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions199Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions200Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions214Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions214Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions216Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$391MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$382MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$371MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$359MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$346MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$350MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCarlsbad, CAMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCarlsbad, CADec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCarlsbad, CASep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCarlsbad, CAJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCarlsbad, CAMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCarlsbad, CADec 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 20, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 19, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference