R•••••••• C•••••• I••••••••• L•••
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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.
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
- 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.
- 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.
Teamshow
Investment mandateshow
••• Locked
- 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
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
Fund and manager relationshipsshow
Public stakes and holdings1 positionsshow
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 |
|---|---|---|---|
| May 21, 2026 | R•••••••• G••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Jul 16, 2025 | S••••• S••••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Jun 4, 2025 | i•••• T••••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Jul 29, 2024 | L••• T••••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Jan 26, 2024 | P•••• O•••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Dec 23, 2020 | 4• M•••••••• T••••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Aug 25, 2020 | S•••• B••••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Jul 16, 2020 | C••••• B••••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Feb 24, 2020 | M•••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Jan 6, 2020 | F••••• T••••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Mar 15, 2018 | C••••• I••••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Jan 26, 2018 | K••••••••• T••••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Jul 20, 2017 | V•••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Jan 30, 2017 | C•••••• P••••••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Jun 18, 2015 | O•••••• M•••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Apr 20, 2015 | C••• T••••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Apr 2, 2015 | T••••••• T••••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Apr 10, 2014 | A•••••• G•••••• T••••••••• C••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Oct 17, 2013 | G•••• C••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Oct 16, 2013 | A•••••••• R••••••• C••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Sep 30, 2013 | S•••••• B••••••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Feb 7, 2013 | S••••••• T••••••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Dec 28, 2012 | C•••••• T••••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Apr 5, 2010 | M•••••••• C• •• | Schedule 13G (passive) | ••• Locked sec.gov |
| Mar 10, 2010 | I•••••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Feb 2, 2010 | I••••••• P••••••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Feb 17, 2009 | A••••• P••••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Feb 17, 2009 | A••••• T••••••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Feb 17, 2009 | A••••• I•• •• | Schedule 13G (passive) | ••• Locked sec.gov |
| Jun 26, 2008 | S••••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Mar 20, 2008 | I••••• C••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Feb 14, 2008 | I••••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Feb 14, 2008 | A•••• R••••••••• T••••••••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Feb 14, 2008 | C•••••• T••••••••• I••••••••• L••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Feb 14, 2008 | M•••••• P••••••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Feb 14, 2008 | B••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Feb 14, 2008 | B••••••••• S••••••• I••••••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Feb 14, 2008 | A••••• P••••••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Feb 11, 2008 | S•••••• P••••••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
| Jan 18, 2008 | Z••••••••• I•• | Schedule 13G (passive) | ••• Locked sec.gov |
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.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| 0• | 0 | $0 | 0 |
Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entities1show
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 discovered••• LockedDiscoveryInferencesec.gov
Sources and evidence89show
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
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Edgar entity type | other | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar forms | 13F-HR,13F-HR/A,3,3/A,4,5,N-PX,SC 13G,SC 13G/A,SCHEDULE 13G,SCHEDULE 13G/A | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) 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 | 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 |
| 13F admission signal | non_adviser_filer | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 2 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 2 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 2 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 2 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 2 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 2 | Dec 31, 2024 | 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 | 1 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 1 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 1 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $0 | Mar 31, 2026 | 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 | $0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $0 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $560,400 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Miami Beach, FL | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Miami Beach, FL | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Miami Beach, FL | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Miami Beach, FL | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Miami Beach, FL | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Miami Beach, FL | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | R•••••••• G••••• I••• | May 21, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | S••••• S••••••••• I••• | Jul 16, 2025 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | i•••• T••••••••• I••• | Jun 4, 2025 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | L••• T••••••••• I••• | Jul 29, 2024 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | P•••• O•••••••• I••• | Jan 26, 2024 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | 4• M•••••••• T••••••••• Inc. | Dec 23, 2020 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | S•••• B••••••••• I••• | Aug 25, 2020 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | C••••• B••••••••• I••• | Jul 16, 2020 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | M•••• I•• | Feb 24, 2020 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | F••••• T••••••••• I••• | Jan 6, 2020 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | C••••• I••••••••• I••• | Mar 15, 2018 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | K••••••••• T••••••••• I••• | Jan 26, 2018 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | V•••••••• I••• | Jul 20, 2017 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | C•••••• P••••••••• I•• | Jan 30, 2017 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | O•••••• M•••••• I•• | Jun 18, 2015 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | C••• T••••••••• I••• | Apr 20, 2015 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | T••••••• T••••••••• I••• | Apr 2, 2015 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | A•••••• G•••••• T••••••••• C••• | Apr 10, 2014 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | G•••• C••• (GERN, GERNW) | Oct 17, 2013 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | A•••••••• R••••••• C••• | Oct 16, 2013 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | S•••••• B••••••••• I•• | Sep 30, 2013 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | S••••••• T••••••••• I•• | Feb 7, 2013 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | C•••••• T••••••••• I••• | Dec 28, 2012 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | M•••••••• C• •• | Apr 5, 2010 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | I•••••••• I•• | Mar 10, 2010 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | I••••••• P••••••••• I•• | Feb 2, 2010 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | A••••• I•• •• | Feb 17, 2009 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | A••••• T••••••••• I•• | Feb 17, 2009 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | A••••• P••••••••• I••• | Feb 17, 2009 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | S••••••• I•• | Jun 26, 2008 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | I••••• C••• | Mar 20, 2008 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | A••••• P••••••••• I•• | Feb 14, 2008 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | B••••••••• S••••••• I••••••••• I•• | Feb 14, 2008 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | B••••• I•• | Feb 14, 2008 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | M•••••• P••••••••• I•• | Feb 14, 2008 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | C•••••• T••••••••• I••••••••• L••• | Feb 14, 2008 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | A•••• R••••••••• T••••••••• I••• | Feb 14, 2008 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | I••••••• I•• | Feb 14, 2008 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | S•••••• P••••••••• I•• | Feb 11, 2008 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | Z••••••••• I•• | Jan 18, 2008 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Website search | not_found | Sep 21, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 19, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |