Family office profile

C••••• P•••••••

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.

Cincinnati, OHMulti-family officeidentity confidence 90%c•••••••••.com

Why this class: Cincinnati RIA that calls itself a shared family office serving a limited number of families..

Verified Sep 13, 2026 (8 days ago)
Last observed Sep 21, 2026 · 84 observations · 5 sources
7 people · 0 investments · 245 public positions · 18 events

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: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
show
Profile completeness 56% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Multi-family office
Description
At C••••• P••••••• we strive to grow and protect generational well-being, providing expertise, support & strategies to families of generational wealth. Connect with our team of experts to learn more.
Headquarters
Cincinnati, OH
Office address
3825 EDWARDS ROAD, SUITE 420, Cincinnati, OH, 45209
Business phone
513-766-3770
Website
c•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $291M. Regulatory AUM $869M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$869M as of Mar 19, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Feb 21, 2023 · 7 employeesFact
Client mix (Form ADV 5.D)
High net worth individuals: 8 ($869M)Fact
Form 13F
$291M across 245 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Multi-family office 90%Cincinnati RIA that calls itself a shared family office serving a limited number of families.Factverifiedc•••••••••.com“C••••• P••••••• delivers hyper-personalized strategies, unwavering partnership, and deep expertise to a select and limited number of families”
  • Sep 12, 2026Single family office (probable) 55%registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M R•••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
7 peopleshow
PersonTitleResponsibilityBusiness contactSource
C•••••• E••••• S•••••••••Owner & Managing PartnerLeadership
email: c••••••@c•••••••••.com (unverified)
C••••••••• L•• B•••••Owner & PartnerLeadership
email: c•••••••••@c•••••••••.com (unverified)
S•••• J••••• M••••Owner & PartnerLeadership
email: s••••@c•••••••••.com (unverified)
J•••••• K••••••Chief Compliance OfficerOperations and finance
phone: 317-308-4272 (published by the subject, May 11, 2026)
sec.gov Fact
J•••••• M•••• K••••••Chief Compliance OfficerOperations and financenone on record
P•••••• D• H••••Chief Compliance OfficerOperations and finance
phone: 513-693-4886 (published by the subject, Feb 12, 2026)
sec.gov Fact
P•••••• D••••• H••••Chief Legal OfficerOperations and financenone on record
Office contact points
Business phone: 513-766-3770 (published by the subject) adviserinfo.sec.gov
Office address: 3825 EDWARDS ROAD, SUITE 420, Cincinnati, OH, 45209 (published by the subject) sec.gov
W••••••: c•••••••••.com (published by the subject) c•••••••••.com
Investment mandate
show

inferred only: public equity book 291472291.0

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
$291M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
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
40 positionsshow
Form 13F holdings

Top 40 positions of 245 for the quarter ended Mar 31, 2026; $194M shown of $291M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
A•••• I••Common S••••$13.6M53,7464.7%
V••••••• T•••• S•••• M••••• E••ETF$12.4M38,4964.2%
S••• S•• 5•• E••ETF$11.6M17,7814.0%
D••••••••• U• C••• E••••• M•••• E••ETF$11.5M254,1943.9%
i•••••• C••• M••• E••• E••ETF$10.7M117,7643.7%
A••••••• I••• C•••• A•Common S••••$10.1M35,0883.5%
N••••• C•••Common S••••$9.7M55,6623.3%
S••• S•• M••••• 4•• E••ETF$9.6M15,5483.3%
M••••••••Common S••••$9.3M25,2343.2%
A••••••••• I••Common S••••$8.1M38,8342.8%
D••••••••• E•• ••••• W•••• E• U• C••••ETF$6.5M192,6262.2%
i•••••• R•••••• M•• C•• E••ETF$5.0M51,5691.7%
i•••••• C••• M••• E••••••• E••ETF$4.9M70,6791.7%
M••• P•••••••• I•• C•••• A•Common S••••$4.8M8,3791.6%
B•••••••• H••••••• I•• C• A•Common S••••$4.3M61.5%
J••••••• C••••Common S••••$4.2M14,1261.4%
i•••••• C••• S•• S•••••••• E••ETF$4.1M33,1321.4%
W•••••••Common S••••$3.9M31,1771.3%
T••••• S••••••••• F• S•••••••• A••Common S••••$3.4M10,1471.2%
B••••••• I••Common S••••$3.4M10,9211.2%
D••••••••• C••• F•••• I••••• E••ETF$3.3M78,8421.1%
A••••••• I••• C•••• C•Common S••••$3.3M11,5721.1%
J•••••• • J••••••Common S••••$3.2M13,1151.1%
V••• I•• C•••• A•Common S••••$2.5M8,2090.9%
C•••••••••Common S••••$2.5M3,4630.8%
M••••••••• I•• C•••• A•Common S••••$2.4M4,8660.8%
i•••••• M••• E••• S•••• C•• E••ETF$2.4M30,9080.8%
C••••• W•••••••• C•Common S••••$2.4M2,4200.8%
T•••• M•••••Common S••••$2.0M5,3680.7%
K••••• C•Common S••••$2.0M27,5210.7%
B•••••••• H••••••• C•••• B•Common S••••$1.9M4,0440.7%
A••••••• E•••••• C•Common S••••$1.9M6,2190.6%
B••• O• A•••••• C•••Common S••••$1.7M34,5560.6%
M•••• • C•• I•••Common S••••$1.6M13,6360.6%
L•••• E•• • C•Common S••••$1.6M1,7680.6%
A•••• I••Common S••••$1.6M4,5740.6%
A••• D••• P•••••••••Common S••••$1.6M7,8630.5%
M••••••• P••• C•••Common S••••$1.6M6,3970.5%
i•••••• C••• S•• 5•• E••ETF$1.5M2,2820.5%
P• N• C• F•••••••• S••••••• G•••• I••Common S••••$1.5M7,1030.5%
Changes between the last two quarters
  • Mar 31, 2026 C••••• P•••••••, LLC reduced K••••• C• 42,985 -> 27,521 shares ($2,685,703 -> $1,991,420) sec.gov
  • Dec 31, 2025 C••••• P•••••••, LLC increased Service Now Inc 2,340 -> 11,205 shares ($2,153,455 -> $1,716,494) sec.gov
  • Dec 31, 2025 C••••• P•••••••, LLC exited Blackstone Private Credi T Fund C•••• I (was $6,024,306, 240,107 shares) sec.gov
  • Sep 30, 2025 C••••• P•••••••, LLC increased T•••• M••••• 3,815 -> 5,362 shares ($1,211,873 -> $2,384,589) sec.gov
  • Sep 30, 2025 C••••• P•••••••, LLC increased B••••••• I•• 7,340 -> 9,554 shares ($2,023,302 -> $3,151,997) sec.gov
  • Jun 30, 2025 C••••• P•••••••, LLC reduced UnitedHealth Group 5,036 -> 3,469 shares ($2,637,605 -> $1,082,224) sec.gov
  • Jun 30, 2025 C••••• P•••••••, LLC reduced K••••• C• 83,699 -> 43,678 shares ($5,665,585 -> $3,133,023) sec.gov
  • Jun 30, 2025 C••••• P•••••••, LLC reduced V••••••• Muni BND Tax Exempt ETF 51,660 -> 31,835 shares ($2,563,369 -> $1,560,870) sec.gov
  • Mar 31, 2025 C••••• P•••••••, LLC opened a $4,790,650 position in B•••••••• H••••••• I•• C• A• (6 shares) sec.gov
  • Mar 31, 2025 C••••• P•••••••, LLC opened a $5,684,831 position in Blackstone Private Credi T Fund C•••• I (224,165 shares) 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
3show
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.

  • Sep 13, 2026Classification changedC••••• P•••••••: PROBABLE_SFO -> CONFIRMED_MFO (Cincinnati RIA that calls itself a shared family office serving a limited number of families.)c•••••••••Factc•••••••••.com
  • Sep 11, 2026Office discoveredC••••• P••••••• found on the SEC adviser roster (sfo_shape)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
84show

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. 84 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (C•••••• E••••• S••••••••• (Owner & Managing Partner); S•••• J••••• M•••• (Owner & Partner); C••••••••• L•• B••••• (Owner & Partner))
+20 v••••••• b••••••• p••••• (3)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+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•••••• ($869,015,092)
+8 m••••••••• o•••••
+0 r••• (519)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (CONFIRMED_MFO (Cincinnati RIA that calls itself a shared family office serving a limited number of families.))
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
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalsfo_shapeMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalsfo_shapeMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-19Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)C••••• Family Office | C••••• P•••••••, LLC | C••••• P•••••••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)C••••• Family Office | C••••• P•••••••, LLC | C••••• P•••••••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)C••••• Family Office | C••••• P•••••••, LLC | C••••• P•••••••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)C••••• Family Office | C••••• P•••••••, LLC | C••••• P•••••••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)financial_planning,portfolio_management_individuals,selection_of_other_advisersMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2023-02-21Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone513-766-3770Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients8Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"high_net_worth_individuals":{"clients":8,"raum_usd":869015092,"fewer_than_5":false}}Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
DescriptionAt C••••• P••••••• we strive to grow and protect generational well-being, providing expertise, support & strategies to families of generational wealth. Connect with our team of experts to learn more.Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
DescriptionAt C••••• P••••••• we strive to grow and protect generational well-being, providing expertise, support & strategies to families of generational wealth. Connect with our team of experts to learn more.Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,D,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees7Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address3825 EDWARDS ROAD, SUITE 420, Cincinnati, OH, 45209Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address3825 EDWARDS ROAD, SUITE 420, Cincinnati, OH, 45209Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address3825 EDWARDS ROAD, SUITE 420, Cincinnati, OH, 45209Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address3825 EDWARDS ROAD, SUITE 420, Cincinnati, OH, 45209Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address3825 EDWARDS ROAD, SUITE 420, Cincinnati, OH, 45209Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address3825 EDWARDS ROAD, SUITE 420, Cincinnati, OH, 45209Dec 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
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 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 positions245Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions253Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions235Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions227Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions217Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions213Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$291MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$307MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$299MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$273MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$257MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$262MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCincinnati, OHMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCincinnati, OHMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersCincinnati, OHDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCincinnati, OHSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCincinnati, OHJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCincinnati, OHMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersCincinnati, OHDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address3825 EDWARDS ROAD, SUITE 420, Cincinnati, OH, 45209Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)multi_family_office
“C••••• P••••••• delivers hyper-personalized strategies, unwavering partnership, and deep expertise to a select and limited number of families”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) c•••••••••.comFact
Private funds advised0Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• accounts412Mar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• hnw usd$869MMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• usd$869MMar 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows5Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Site mentionsimpactSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Site mentionsimpactSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Websitec•••••••••.com
“office w•••••• c•••••••••.com”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) c•••••••••.comFact
Websitec•••••••••.comMar 19, 2026SEC Form 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) c•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website robotsdisallowedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website titleWelcome to C••••• P•••••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact
Website titleWelcome to C••••• P•••••••Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.comFact