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.

S••••• C•••••• M••••••••• L••

Single family office (probable)· New York, NY

Single family office (probable), based in New York, NY, with 1 direct investment on record.

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

Direct investments
1
Deal announcements, Form D and filings
Decision makers
1 of 3
The office's site, Form ADV Schedule A and filings
Contact decision makersFind similar offices
1 export, up to 4 contact reveals
More
Direct investments (1)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: 14 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 70% · 12 observations · 3 sourcesShow
Single family office (probable)Verified Sep 21, 2026 (2 days ago)3 people · 1 investments · 0 public positions · 2 events

Why this class: a filing by a third party describes it as a single family office (cited).

Direct investing
15
moderate
Co-investment
80
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.

Profile completeness 44% (medium value, medium; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Single family office (probable)
Description
unknown
Headquarters
New York, NY
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. No public number of any kind.
Classification history
  • Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
  • Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth origin
show
Family served
T•••• family
Source of wealth
unknown
Operating company origin
unknown
Team
3 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
J•••••• T•••• familyManaging PrincipalLeadership · investment decisionsnone on record
J•••••• T••••Managing MemberLeadership · investment decisionsnone on record
sec.gov Fact
J••• T••••Managing PrincipalLeadershipnone on record
Signals and timeline
2show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.

  • Apr 22, 2019Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
States
none Fact
Control
minority (1) Fact
Sectors
none Fact
Subsectors
none Fact
Co investors
S••••• C••••••• L• (1), J•••••• T•••• I•• (1) Fact
Asset classes
public equity (1) Fact
Direct vs fund
Fund: 0 · Direct: 1 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
1 Fact
Investment kinds
public equity position (Schedule 13G) (1) Fact
First and last deal
Last: unknown · First: unknown Fact
Lead vs participant
unknown (1) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
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 investments
1 dealsshow
DateCompanyKindSectorRoleAmountWithSource
Date not disclosedV••••• I••••••••• P•••••••• I•••Public equity position (Schedule 13G)unknownunknown · minorityunknownS••••• C••••••• L• (co investor), J•••••• T•••• I•• (co investor)
sec.gov Fact
“••• Locked”
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
show
Form 13F holdings
No 13F filing on the record for this office.
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
2show
CounterpartyKindShared dealsFirst, lastExamplesSource
J•••••• T•••• I••organisation1undated (historical)V••••• I••••••••• P•••••••• I•••sec.gov
S••••• C••••••• L•organisation1undated (historical)V••••• I••••••••• P•••••••• I•••sec.gov
  • J•••••• T•••• I•• recurring (2) Fact sec.gov
  • S••••• C••••••• L• recurring (2) Fact sec.gov
  • J•••••• T•••• I•• recurring (2) Fact sec.gov
  • S••••• C••••••• L• recurring (2) Fact sec.gov
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
show
Sources and evidence
12show

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. 12 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
Data confidence
+10 p•••••
+15 i•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+3 d••••• i••••••••• o• r•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (816)
Mandate confidence
+10 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
+80 c••••••••• o• t•• r••••• (••• Locked)
Family identity confidence
+40 f••••• n•••• (T•••• family)
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
+15 o••••••• d••••• i••••••••• (1 on the record)
Independent sponsor propensity
no components; scored 0
View all 12 observations
FactValueEffectiveSourceClass
Asset allocation stated••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) sonomacm.comFact
Edgar fts discoveryfamily officeApr 22, 2019SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family involvement••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) sonomacm.comFact
Family servedT•••• family
“••• Locked”
n/aDFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Formation year2006
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) sonomacm.comFact
Legal entity••• Locked
“••• Locked”
Mar 13, 2009DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Legal entity••• Locked
“••• Locked”
Mar 13, 2009DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Office type (stated)Single family officeApr 22, 2019SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Website searchresearch_hint:sonomacm.com
“••• Locked”
n/aDFX analyst research (General-assisted, every claim URL-cited) sec.govInference
Website searchNot foundSep 20, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference

Not yet on record: capital scale, last deployment.