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T•• H•••••• C••••••

Family investment company· Pittsburgh, PA

Family investment company, based in Pittsburgh, PA.

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

Decision makers
4 of 17
The office's site, Form ADV Schedule A and filings
13F holdings
$283M
Form 13F
Last deployment
Jul 2026
The latest dated investment or commitment on record
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1 export, up to 18 contact reveals
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. No dated change on record yet.

Readings, classification basis and verificationidentity confidence 70% · 41 observations · 4 sourcesShow
Family investment companyVerified Sep 14, 2026 (10 days ago)17 people · 0 investments · 14 public positions · 10 events

Why this class: T•• H•••••• C••••••'s own w•••••• says it uses its investing experience to support the endeavors of t•• H•••••• family and t•• H•••••• Family Foundations' philanthropy, i.e. its own words say it invests the family's capital, matching FAMILY_INVESTMENT_COMPANY; it is not described on the page as a 'family office'..

Direct investing
15
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.

Profile completeness 50% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
How the office says it invests
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
Classification
Family investment company
Description
••• Locked
Headquarters
Pittsburgh, PA
Office address
unknown
Business phone
unknown
Website
h•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $283M. These are different facts and are never added together.
Form 13F
$283M across 14 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 14, 2026Family investment company 70%T•• H•••••• C••••••'s own w•••••• says it uses its investing experience to support the endeavors of t•• H•••••• family and t•• H•••••• Family Foundations' philanthropy, i.e. its own words say it invests the family's capital, matching FAMILY_INVESTMENT_COMPANY; it is not described on the page as a 'family office'.Factverifiedh•••••••••.com“••• Locked”
Family and wealth origin
show
Family served
H•••••• family family
Source of wealth
unknown
Operating company origin
unknown
Team
17 people, 4 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
A•••••• S••••••••Director, Reporting and Investment AnalysisDirect investments · investment decisionsnone on record
C•••••••• L••I••••••••• A•••••••• • T•••••• C••••••• I•••Direct investments · investment decisionsnone on record
C•••••• J•••Director, InvestmentsDirect investments · investment decisionsnone on record
T•••• B••••••Director, InvestmentsDirect investments · investment decisionsnone on record
J•••••• A• R•••••••Vice President and General CounselLeadership
phone: ••• Locked (published by the subject, Oct 21, 2024)
Full team · 17 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
A••••• U••••Managing DirectorLeadershipnone on record
B•••• B••••••••Vice President, FinanceLeadershipnone on record
D•••• S••••Managing DirectorLeadershipnone on record
J• R••• N•••••Director, Client ServicesLeadershipnone on record
K•••• L••••••C•••• E•••••••• O•••••• a•• P••••••••• T•• H•••••• C••••••Leadershipnone on record
M••• K••••Manager, Business SystemsLeadershipnone on record
M••• K••••••• D•••••••••Director, Strategic InitiativesLeadershipnone on record
M•••••• H•••••••M••••••• D•••••••• T•• H•••••• C••••••Leadershipnone on record
T•••••• S••••••M••••••• D••••••• • T•••••• C••••••• I•••Leadershipnone on record
V•••• B•••••••Vice President, Human ResourcesLeadershipnone on record
W•••••• H••••••Managing DirectorLeadershipnone on record
T•••••• G••••Associate General CounselOperations and financenone on record
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) h•••••••••.com
Signals and timeline
show
No dated events beyond 13F filings.
Investment mandate
show
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)
Nothing to infer from.
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
14 positionsshow
Form 13F holdings

Top 14 positions of 14 for the quarter ended Jun 30, 2026; $283M shown of $283M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
M••••• I••COM$54.5M130,90919.3%
U•••• P•••••• C•••COM$27.7M101,7389.8%
V••••••• M•••••• E••MID CAP ETF$25.5M316,3329.0%
V••••••• S•••••••• V•••• E••SM CP VAL ETF$25.4M104,3359.0%
D••••••• I••CL A$24.7M133,8068.7%
i•••••• C••• M••• E••• E••CORE M••• E•••$22.6M234,4818.0%
F•••• S•••• I••COM$20.9M88,6837.4%
C•• P••ORD$19.6M183,2136.9%
C•••• M••••• I••COM NEW$18.4M1,126,9596.5%
R••••• C•• I••COM CL A$17.1M1,085,5546.1%
All 14 positionslargest value first
IssuerClassValueSharesWeight
Z••••• G•••• I••CL C CAP STK$11.0M348,3013.9%
S•••• S••••• S••• S•• 5•• E••TR UNIT$9.3M12,4393.3%
L••••••••• I••COM$5.6M917,3192.0%
N••••••• B••••••••• I••COM$374,000200,0000.1%
Changes between the last two quarters
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
All 6 changes
  • Jun 30, 2024 ••• 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
Sources and evidence
41show

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. 41 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 day)
Contactability
+40 n•••• d••••••••• (••• Locked)
Data confidence
+10 w••••••
+10 p•••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+20 i••••••••• s•••••• (2 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+0 r••• (1547)
Mandate confidence
no components; scored 0
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (H•••••• family family)
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 day)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
View all 41 observations
FactValueEffectiveSourceClass
Description••• LockedSep 21, 2026The office in its own words (description and investment thesis from its home, about, approach and criteria pages) h•••••••••.comFact
Family servedH•••••• family family
“••• Locked”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) h•••••••••.comFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-09-30Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-06-30Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions14Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions13Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions12Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions12Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$283MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$229MSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$209MJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$214MMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPittsburgh, PAJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPittsburgh, PASep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPittsburgh, PAJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPittsburgh, PAMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Investment thesis (stated)••• LockedSep 21, 2026The office in its own words (description and investment thesis from its home, about, approach and criteria pages) h•••••••••.comFact
Office type (stated)Family investment company
“••• Locked”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) h•••••••••.comFact
Site mentionsCo investment, private equity, real estate, ventureSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Website••• Locked
“••• Locked”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) h•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact

Not yet on record: direct investments.