Family office profile

H••••••••• N•••• W••••• A•••••••• I•••

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Belmont, MIOutsourced family office provideridentity confidence 90%h•••••••••.com

Why this class: Registered wealth adviser that sells family office services alongside wealth management to affluent clients..

Verified Sep 13, 2026 (8 days ago)
Last observed Sep 22, 2026 · 97 observations · 6 sources
16 people · 0 investments · 106 public positions · 65 events
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.

Overview
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Profile completeness 53% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Outsourced family office provider
Description
••• Locked
Headquarters
Belmont, MI
Office address
••• Locked
Business phone
••• Locked
Website
h•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $356M. Regulatory AUM $805M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$805M as of Dec 5, 2025, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Jul 31, 2008 · 15 employeesFact
Client mix (Form ADV 5.D)
Individuals: 248 ($43.7M); Corporations: n/a ($17.1M); Pension plans: 20 ($34.1M); Charitable organizations: n/a ($435,463); High net worth individuals: 238 ($710M)Fact
Private funds advised
1 (PE n/a, VC n/a, hedge n/a, real estate n/a), gross assets $2.6MFact
Form 13F
$356M across 106 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Elsewhere in DFX
Independent Sponsor Intelligence (shared crd)
Classification history
  • Sep 13, 2026Outsourced family office provider 90%Registered wealth adviser that sells family office services alongside wealth management to affluent clients.Factverifiedh•••••••••.com“••• Locked”
  • Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
  • Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office services')Inference
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
16 peopleshow
PersonTitleResponsibilityBusiness contactSource
D••••••••• G•••••••Investment ManagementDirect investments · investment decisionsnone on record
D•••••• H•••••••••PRINCIPALLeadershipnone on record
J•••••• N••••PRINCIPAL &Leadership
phone: (616) 361-9308 (published by the subject, Apr 16, 2026)
J••••••• C•••••••MARKETING DIRECTORLeadershipnone on record
M••• H•••••DIRECTOR OF TAX AND WEALTH ADVISORLeadershipnone on record
M••••• D•••••TAX MANAGERLeadershipnone on record
S••• L••••CLIENT SERVICE MANAGER & ASSOCIATE ADVISORLeadershipnone on record
T••••• S•••••DIRECTOR OF CLIENT SERVICESLeadershipnone on record
J•••••• D••• N••••Owner, Chief Compliance OfficerOperations and financenone on record
J•••••• N••••Chief Compliance OfficerOperations and finance
phone: (616) 361-9308 (published by the subject, Apr 16, 2026)
sec.gov Fact
K••• C•••EXECUTIVE ADMINISTRATIVE ASSISTANTOperations and financenone on record
A••• W•••••••••INSURANCE ADVISOROther
financial services (from the bio)
none on record
A••• B••••ASSOCIATE WEALTH ADVISOROthernone on record
A••••••••• A••••WEALTH ADVISOROthernone on record
O••• H•••WEALTH ADVISOROthernone on record
S•••• H••••WEALTH ADVISOROthernone on record
Office contact points
Business phone: 616-361-9308 (published by the subject) h•••••••••.com
Office address: ••• Locked (published by the subject) sec.gov
W••••••: h•••••••••.com (published by the subject) h•••••••••.com
Investment mandate
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••• 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
$356M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Direct investment team
1 Inference
named professionals with this responsibility
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.
Its own private funds (Form ADV Schedule D 7.B.(1))

Each fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.

FundTypeGross asset valueRelated shareReportedForm D
H••••••••• N•••• O••••••••• R••• E••••• F••• I• L•Other Private Fund$3.3M
Nov 21, 2024
4%Sep 28, 2021 to now021-1876962
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 106 for the quarter ended Mar 31, 2026; $333M shown of $356M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
D••••••••• E•• T••••US CORE EQUITY 2$89.3M2,299,11725.1%
D••••••••• E•• T••••INTL CORE EQUITY$47.6M1,341,05713.4%
D••••••••• E•• T••••US TARGETED VLU$23.4M373,9586.6%
A••••••• C•••• E•• T•US EQT ETF$21.8M195,6256.1%
A••••••• C•••• E•• T•INTL EQT ETF$19.9M234,6455.6%
D••••••••• E•• T••••INTL SMALL CAP V$17.9M453,4485.0%
D••••••••• E•• T••••EMERGING MKTS CO$17.1M495,8574.8%
A••••••• C•••• E•• T•INTL SMCP VLU$14.8M148,6754.2%
A••••••• C•••• E•• T•US SML CP VALU$11.4M103,3673.2%
A••••••• C•••• E•• T•AVANTIS EMGMKT$10.7M132,2253.0%
D••••••••• E•• T••••WORLD EX US CORE$7.9M232,2882.2%
D••••••••• E•• T••••GLOBAL R••• EST$5.7M214,0051.6%
I••••••• T••• W•• I••COM$4.7M18,0251.3%
D••••••••• E•• T••••INFLATION PROTE$4.6M110,2311.3%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$3.8M5,8831.1%
D••••••••• E•• T••••SHORT DURATION F$3.0M62,2940.8%
I•••••• T•CORE S&P500 ETF$2.6M4,0550.7%
U•• I••••••••• I••COM$2.2M23,5180.6%
D••••••••• E•• T••••INTERNATIONAL$2.0M46,6690.6%
N••••• C•••••••••COM$1.5M8,7740.4%
M•••••••• C•••COM$1.4M3,8970.4%
I•••••• T•MSCI EAFE ETF$1.4M14,6320.4%
A•••• I••COM$1.4M5,3620.4%
A••••••• C•••• E•• T•AVANTIS RESPONSI$1.3M17,0100.4%
D••••••••• E•• T••••US SUSTAINABILTY$1.2M29,9610.3%
I•••••• T•S&P 500 GRWT ETF$1.2M10,4990.3%
A••••••• I••CAP STK CL A$1.1M3,9020.3%
M••••••• P••• C•••COM$1.1M4,4380.3%
J••••••• C•••• • C•COM$1.0M3,5020.3%
I•••••• T•RUS 1000 ETF$1.0M2,8660.3%
G••••• S••••••• I••COM$991,1997,1120.3%
I•••••• I••MSCI CDA ETF$943,19417,2150.3%
I•••••• T•MSCI UK ETF NEW$922,40820,2460.3%
I•••••• T•CORE S&P SCP ETF$903,1127,2650.3%
K•• C•••COM NEW$898,7866100.3%
M••• P•••••••• I••CL A$869,6381,5200.2%
D••••••••• E•• T••••EMERGING MARKETS$859,17320,2780.2%
I•••••• Q•• T•UNIT SER 1$829,2161,4350.2%
I•••••• T•RUS 1000 GRW ETF$825,0841,9350.2%
I•••••• T•S&P 500 VAL ETF$791,3903,7480.2%
Changes between the last two quarters
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced D••••••••• E•• T•••• 2,499,134 -> 1,341,057 shares ($87,894,542 -> $47,647,452) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced N••••• C••••••••• 11,807 -> 8,774 shares ($2,210,776 -> $1,530,200) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced D••••••••• E•• T•••• 712,009 -> 373,958 shares ($43,923,822 -> $23,353,592) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced D••••••••• E•• T•••• 867,166 -> 453,448 shares ($33,524,644 -> $17,883,850) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced I•••••• T• 21,158 -> 10,499 shares ($2,633,325 -> $1,187,542) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced M•••••••• C••• 6,056 -> 3,897 shares ($2,898,042 -> $1,442,581) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced A••••••• C•••• E•• T• 294,787 -> 148,675 shares ($28,326,039 -> $14,846,737) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced A•••• I•• 7,805 -> 5,362 shares ($2,047,707 -> $1,360,816) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced D••••••••• E•• T•••• 91,744 -> 46,669 shares ($4,019,546 -> $1,978,771) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced D••••••••• E•• T•••• 911,656 -> 495,857 shares ($31,324,515 -> $17,131,753) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced D••••••••• E•• T•••• 125,538 -> 62,294 shares ($6,029,580 -> $2,982,632) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced I••••••• T••• W•• I•• 35,980 -> 18,025 shares ($9,144,325 -> $4,720,819) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced I•••••• T• 29,264 -> 14,632 shares ($2,876,651 -> $1,421,206) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced I•••••• T• 5,732 -> 2,866 shares ($2,175,007 -> $1,021,901) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced A••••••• C•••• E•• T• 34,020 -> 17,010 shares ($2,581,778 -> $1,252,734) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced A••••••• C•••• E•• T• 466,866 -> 234,645 shares ($39,305,409 -> $19,906,067) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced A••••••• C•••• E•• T• 208,549 -> 103,367 shares ($22,137,509 -> $11,418,977) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced A••••••• C•••• E•• T• 390,002 -> 195,625 shares ($44,674,694 -> $21,750,826) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced A••••••• C•••• E•• T• 257,557 -> 132,225 shares ($20,648,324 -> $10,655,098) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced D••••••••• E•• T•••• 343,760 -> 214,005 shares ($9,147,458 -> $5,688,243) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced D••••••••• E•• T•••• 4,365,195 -> 2,299,117 shares ($176,746,744 -> $89,343,317) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced D••••••••• E•• T•••• 53,866 -> 29,961 shares ($2,386,619 -> $1,231,097) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced D••••••••• E•• T•••• 468,608 -> 232,288 shares ($15,735,852 -> $7,890,821) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced D••••••••• E•• T•••• 183,849 -> 110,231 shares ($7,653,629 -> $4,598,856) sec.gov
  • Mar 31, 2026 H••••••••• N•••• W••••• A•••••••• I••• reduced S•••• S•• S••• S•• 5•• E•• T• 11,344 -> 5,883 shares ($7,847,303 -> $3,826,433) sec.gov
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. This office is also on the sponsor graph; see Elsewhere in DFX above.
Related entities
show
Signals and timeline
4show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changedH••••••••• N•••• W••••• A•••••••• I•••: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (Registered wealth adviser that sells family office services alongside wealth management to affluent clients.)c•••••••••Facth•••••••••.com
  • Sep 12, 2026Classification changedH••••••••• N•••• W••••• A•••••••• I•••: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited))c•••••••••Factno URL
  • Sep 11, 2026Office discoveredH••••••••• N•••• W••••• A•••••••• I••• found on the SEC adviser roster (services_description)DiscoveryInferenceadviserinfo.sec.gov
  • Sep 28, 2021Private fund first reportedH••••••••• N•••• W••••• A•••••••• I••• first reported H••••••••• N•••• O••••••••• R••• E••••• F••• I• L• on F••• ADV at $0.0M gross asset valueVehiclesFactadviserinfo.sec.gov
Sources and evidence
97show

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. 97 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (3)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+15 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($805,385,600)
+2 F••• D• v••••••• l•••••
+5 o• a•••••• D•• g••••
+0 r••• (649)
Mandate confidence
no components; scored 0
Identity confidence
+90 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••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIADec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalservices_descriptionDec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2025-12-05Dec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)FAMILY OFFICE SERVICESDec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds reported (latest Form ADV)1Nov 21, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$3.3MNov 21, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Share of its funds owned by itself and related personsNNov 21, 2024SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,portfolio_management_pooled_vehicles,portfolio_management_businesses_institutions,pension_consulting,selection_of_other_advisers,otherDec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedDec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2008-07-31Dec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Bios readbio-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Branch offices1Sep 21, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedDec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients238Dec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"individuals":{"clients":248,"raum_usd":43708936,"fewer_than_5":false},"corporations":{"clients":null,"raum_usd":17050530,"fewer_than_5":false},"pension_plans"Dec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 21, 2026The office in its own words (description and investment thesis from its home, about, approach and criteria pages) h•••••••••.comFact
Employees15Dec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F2Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F1Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F1Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F1Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions106Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions119Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions94Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions85Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions78Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions82Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$356MMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$678MDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$316MSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$289MJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$244MMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$246MDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBelmont, MIMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBelmont, MIDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBelmont, MIDec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersBelmont, MISep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBelmont, MIJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBelmont, MIMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBelmont, MIDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Independent Sponsor Intelligence entityH••••••••• N•••• W••••• A•••••••• I••• (capital_provider)Sep 21, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityH••••••••• N•••• W••••• A•••••••• I••• (capital_provider)Sep 20, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityH••••••••• N•••• W••••• A•••••••• I••• (capital_provider)Sep 12, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityH••••••••• N•••• W••••• A•••••••• I••• (capital_provider)Sep 12, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityH••••••••• N•••• W••••• A•••••••• I••• (capital_provider)Sep 11, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Legal formCorporationDec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedDec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)outsourced_family_officeSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Office type (stated)outsourced_family_office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) h•••••••••.comFact
Office type (stated)outsourced_family_officeSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Private funds advised1Dec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$2.6MDec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• accounts1,912Dec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• hnw usd$710MDec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• usd$805MDec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows1Sep 11, 2026SEC F••• ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Team page urlhttps://h•••••••••.com/Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Team page urlhttps://h•••••••••.com/Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Team page urlhttps://h•••••••••.com/Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Team page urlhttps://h•••••••••.com/Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Team page urlhttps://h•••••••••.com/Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Team page urlhttps://h•••••••••.com/Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Team page urlhttps://h•••••••••.com/Sep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Websiteh•••••••••.com
“office w•••••• h•••••••••.com”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) h•••••••••.comFact
Websiteh•••••••••.comDec 5, 2025SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Website titleHome | H••••••••• N•••• W••••• A••••••• Inc.Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Website titleHome | H••••••••• N•••• W••••• A••••••• Inc.Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact
Website titleHome | H••••••••• N•••• W••••• A••••••• Inc.Sep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) h•••••••••.comFact