Family office profile

R•••••••• C•••••• I••••••••• L•••

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Miami Beach, FLCandidateidentity confidence 30%Top 500 by research priority

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 · 89 observations · 3 sources
0 people · 40 investments · 1 public positions · 7 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
70
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.

Overview
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Profile completeness 44% (high value, high value shallow; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
unknown
Headquarters
Miami Beach, FL
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$4.2M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. Related foundation assets $4.2M. These are different facts and are never added together.
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
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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
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No current professionals on the record.
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
Investment mandate
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••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
States
none Fact
Control
passive (40) Fact
Sectors
none Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
public equity (40) Fact
Direct vs fund
Fund: 0 · Direct: 40 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
40 Fact
Investment kinds
public stake 13g (40) Fact
First and last deal
Last: 2026-05-21 · First: 2008-01-18 Fact
Lead vs participant
unknown (40) 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
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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
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
1 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 filedIssuerFiled asFilings
May 21, 2026R•••••••• G••••• I•••Schedule 13G (passive)••• Locked sec.gov
Jul 16, 2025S••••• S••••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Jun 4, 2025i•••• T••••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Jul 29, 2024L••• T••••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Jan 26, 2024P•••• O•••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Dec 23, 20204• M•••••••• T••••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Aug 25, 2020S•••• B••••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Jul 16, 2020C••••• B••••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Feb 24, 2020M•••• I••Schedule 13G (passive)••• Locked sec.gov
Jan 6, 2020F••••• T••••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Mar 15, 2018C••••• I••••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Jan 26, 2018K••••••••• T••••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Jul 20, 2017V•••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Jan 30, 2017C•••••• P••••••••• I••Schedule 13G (passive)••• Locked sec.gov
Jun 18, 2015O•••••• M•••••• I••Schedule 13G (passive)••• Locked sec.gov
Apr 20, 2015C••• T••••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Apr 2, 2015T••••••• T••••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Apr 10, 2014A•••••• G•••••• T••••••••• C•••Schedule 13G (passive)••• Locked sec.gov
Oct 17, 2013G•••• C•••Schedule 13G (passive)••• Locked sec.gov
Oct 16, 2013A•••••••• R••••••• C•••Schedule 13G (passive)••• Locked sec.gov
Sep 30, 2013S•••••• B••••••••• I••Schedule 13G (passive)••• Locked sec.gov
Feb 7, 2013S••••••• T••••••••• I••Schedule 13G (passive)••• Locked sec.gov
Dec 28, 2012C•••••• T••••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Apr 5, 2010M•••••••• C• ••Schedule 13G (passive)••• Locked sec.gov
Mar 10, 2010I•••••••• I••Schedule 13G (passive)••• Locked sec.gov
Feb 2, 2010I••••••• P••••••••• I••Schedule 13G (passive)••• Locked sec.gov
Feb 17, 2009A••••• P••••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Feb 17, 2009A••••• T••••••••• I••Schedule 13G (passive)••• Locked sec.gov
Feb 17, 2009A••••• I•• ••Schedule 13G (passive)••• Locked sec.gov
Jun 26, 2008S••••••• I••Schedule 13G (passive)••• Locked sec.gov
Mar 20, 2008I••••• C•••Schedule 13G (passive)••• Locked sec.gov
Feb 14, 2008I••••••• I••Schedule 13G (passive)••• Locked sec.gov
Feb 14, 2008A•••• R••••••••• T••••••••• I•••Schedule 13G (passive)••• Locked sec.gov
Feb 14, 2008C•••••• T••••••••• I••••••••• L•••Schedule 13G (passive)••• Locked sec.gov
Feb 14, 2008M•••••• P••••••••• I••Schedule 13G (passive)••• Locked sec.gov
Feb 14, 2008B••••• I••Schedule 13G (passive)••• Locked sec.gov
Feb 14, 2008B••••••••• S••••••• I••••••••• I••Schedule 13G (passive)••• Locked sec.gov
Feb 14, 2008A••••• P••••••••• I••Schedule 13G (passive)••• Locked sec.gov
Feb 11, 2008S•••••• P••••••••• I••Schedule 13G (passive)••• Locked sec.gov
Jan 18, 2008Z••••••••• I••Schedule 13G (passive)••• Locked sec.gov
Form 13F holdings

Top 1 positions of 1 for the quarter ended Mar 31, 2026; $0 shown of $0 reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
0•0$00
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
show
No co-investor on the record.
Independent sponsor relationships
show
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 12, 2026Office discovered••• LockedDiscoveryInferencesec.gov
Sources and evidence
89show

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. 89 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (10 days)
Contactability
no components; scored 0
Data confidence
+15 i•••••••••
+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
+3 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($4,182,582)
+3 c••••••••• i••••••• u•••••••••
+15 d••••• i••••••••• o• r•••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (294)
Mandate confidence
+70 m•••••• s•••••••• b• o••••••• i•••••••••
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
+70 o••••••• d••••• i••••••••• (40 on the record)
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,3,3/A,4,5,N-PX,SC 13G,SC 13G/A,SCHEDULE 13G,SCHEDULE 13G/ASep 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, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Dec 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 positions1Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions1Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions1Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$560,400Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami Beach, FLMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami Beach, FLDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami Beach, FLSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami Beach, FLJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami Beach, FLMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami Beach, FLDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Public stake filed (13D, 13G, Section 16)R•••••••• G••••• I•••May 21, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)S••••• S••••••••• I•••Jul 16, 2025SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)i•••• T••••••••• I•••Jun 4, 2025SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)L••• T••••••••• I•••Jul 29, 2024SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)P•••• O•••••••• I•••Jan 26, 2024SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)4• M•••••••• T••••••••• Inc.Dec 23, 2020SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)S•••• B••••••••• I•••Aug 25, 2020SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)C••••• B••••••••• I•••Jul 16, 2020SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)M•••• I••Feb 24, 2020SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)F••••• T••••••••• I•••Jan 6, 2020SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)C••••• I••••••••• I•••Mar 15, 2018SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)K••••••••• T••••••••• I•••Jan 26, 2018SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)V•••••••• I•••Jul 20, 2017SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)C•••••• P••••••••• I••Jan 30, 2017SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)O•••••• M•••••• I••Jun 18, 2015SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)C••• T••••••••• I•••Apr 20, 2015SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)T••••••• T••••••••• I•••Apr 2, 2015SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)A•••••• G•••••• T••••••••• C•••Apr 10, 2014SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)G•••• C••• (GERN, GERNW)Oct 17, 2013SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)A•••••••• R••••••• C•••Oct 16, 2013SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)S•••••• B••••••••• I••Sep 30, 2013SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)S••••••• T••••••••• I••Feb 7, 2013SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)C•••••• T••••••••• I•••Dec 28, 2012SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)M•••••••• C• ••Apr 5, 2010SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)I•••••••• I••Mar 10, 2010SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)I••••••• P••••••••• I••Feb 2, 2010SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)A••••• I•• ••Feb 17, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)A••••• T••••••••• I••Feb 17, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)A••••• P••••••••• I•••Feb 17, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)S••••••• I••Jun 26, 2008SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)I••••• C•••Mar 20, 2008SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)A••••• P••••••••• I••Feb 14, 2008SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)B••••••••• S••••••• I••••••••• I••Feb 14, 2008SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)B••••• I••Feb 14, 2008SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)M•••••• P••••••••• I••Feb 14, 2008SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)C•••••• T••••••••• I••••••••• L•••Feb 14, 2008SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)A•••• R••••••••• T••••••••• I•••Feb 14, 2008SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)I••••••• I••Feb 14, 2008SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)S•••••• P••••••••• I••Feb 11, 2008SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Public stake filed (13D, 13G, Section 16)Z••••••••• I••Jan 18, 2008SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Website searchnot_foundSep 21, 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 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference