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B••••• M••••••••• L••

CandidateNot hand-verified in 180 days· New York, NY

Candidate, based in New York, NY.

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

13F holdings
$6.0M
Form 13F
Last deployment
Aug 2026
The latest dated investment or commitment on record
Team (1)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
This entity is a candidate. One public signal put it on the graph; it is not counted as a confirmed family office and nothing below should be read as saying it is one.
Why this matters
Readings, classification basis and verificationidentity confidence 30% · 61 observations · 5 sourcesShow
CandidateNot yet hand-verified1 people · 0 investments · 16 public positions · 9 events

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

Profile completeness 44% (low value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Candidate
Description
••• Locked
Headquarters
New York, NY
Office address
unknown
Business phone
unknown
Website
b•••••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$29.8M across 2 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. 13F disclosed value $6.0M. Related foundation assets $29.8M. These are different facts and are never added together.
Form 13F
$6.0M across 16 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
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
  • Sep 12, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth origin
show
Family served
B••••• family
Source of wealth
unknown
Operating company origin
unknown
Team
1 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
L••••••• D• B•••••Chief Executive OfficerLeadership
phone: ••• Locked (published by the subject, Aug 7, 2026)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) b•••••••••.com
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 11, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov
Investment mandate
show

••• 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
$6.0M 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

Funds held by the family's private foundation, from its Form 990-PF: the foundation reports each fund by name with its fair value. They are the foundation's holdings, never an amount the office itself committed.

FundManagerHeld throughFoundation's fair valuePeriodBasis
G•• P••••••• E••• M••• E• I•• ••••••THE ESTEE LAUDER COMPANIES CHARITABLE$408,372Jun 30, 2025Inference at the office's address apps.irs.gov
Public stakes and holdings
16 positionsshow
Form 13F holdings

Top 16 positions of 16 for the quarter ended Jun 30, 2026; $6.0M shown of $6.0M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
C•••••• I••COM$936,99453,94315.5%
H••••••• I•••••••• G•••• L••• C••COM$576,42016,9849.6%
W•••••• M•••••••• P••••••• L•COM UNITS LP$441,15610,0817.3%
M••• L•COM UNITS LP$441,0237,8297.3%
S••• G••• T•••• E••ETF$428,8671,1647.1%
E••••• T••••••• O•••••••• L•COM UNITS LP$423,61722,1557.0%
L••••••• M••••• C••••••••• C••COM$395,6287776.6%
A••••••• I••••• A•CL A COM$326,2119135.4%
L•••••• H••••••• I•••COM$325,3751,1625.4%
S••••••••• C• C••COM$294,7788564.9%
All 16 positionslargest value first
IssuerClassValueSharesWeight
P••• C••• C••COM$275,7421,2834.6%
H••••• I•••COM$254,3566404.2%
A•• P••••••• • C•••••••• I•• C••COM$242,6898284.0%
D••••• T••• S•••••• I••• C••COM$224,3511,8553.7%
O•• R••••••• I••• C••• C••COM$224,2505,4803.7%
A•••••• I••COM$220,93822,3173.7%
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
2show
Sources and evidence
61show

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. 61 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 days)
Contactability
+15 n•••• d••••••••• (L••••••• D• B••••• (Chief Executive Officer))
+10 v••••••• b••••••• p••••• (1)
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)
Research priority
+7 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($29,817,257)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (1907)
Mandate confidence
no components; scored 0
Identity confidence
+30 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (B••••• family)
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••••• (8 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 61 observations
FactValueEffectiveSourceClass
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,13F-HR/A,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Family servedB••••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) 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 filerYJun 30, 2026SEC 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, 2025SEC 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 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 quarter2026-06-30Jun 30, 2026SEC 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 positions16Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions15Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions14Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions19Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions16Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions14Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions15Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$6.0MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$6.0MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$5.7MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$7.2MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$6.5MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$5.8MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$6.3MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Foundation ico signalT•• L••••••• a•• C•••••• B••••• F••••• F•••••••••Dec 1, 2025IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
HeadquartersNew York, NYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersNew York, NYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Website••• LockedSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) b•••••••••.comInference
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact

Not yet on record: direct investments, decision makers.