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Outsourced family office providerNot hand-verified in 180 days· Bethesda, MD

Outsourced family office provider, based in Bethesda, MD, with 2 direct investments on record.

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

Direct investments
2
Deal announcements, Form D and filings
13F holdings
$392M
Form 13F
Last deployment
Jan 2026
The latest dated investment or commitment on record
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Direct investments (2)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 12 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 80% · 71 observations · 4 sourcesShow
Outsourced family office providerNot yet hand-verified4 people · 2 investments · 36 public positions · 21 events

Why this class: the office describes itself as a outsourced family office (cited).

Direct investing
30
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% (medium value, medium; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Outsourced family office provider
Description
••• Locked
Headquarters
Bethesda, MD
Office address
unknown
Business phone
unknown
Website
e•••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $392M. These are different facts and are never added together.
Form 13F
$392M across 36 positions, quarter ended Dec 31, 2025. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
  • 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
Team
4 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
M•••••• B••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Oct 7, 2024)
sec.gov Fact
F••• C••Advisor PartnershipsLeadershipnone on record
C•••• S••••••Certified Divorce Financial AnalystOperations and financenone on record
A•••• A•••••••••Executive CompensationOthernone on record
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) e•••••••.com
Signals and timeline
3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

  • Sep 12, 2026Classification changed••• Lockedc•••••••••Factno URL
  • 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)
States
none Fact
Control
unknown (2) Fact
Sectors
none Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
none Fact
Direct vs fund
Fund: 0 · Direct: 2 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
2 Fact
Investment kinds
portfolio listing (2) Fact
First and last deal
Last: unknown · First: unknown Fact
Lead vs participant
unknown (2) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
Inferred (regulatory shape and team)
Public equity book
$392M Inference
13F table value, quarter ended 2025-12-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
2 dealsshow
DateCompanyKindSectorRoleAmountWithSource
Date not disclosedC•••• h•••Portfolio listingunknownunknownunknownnone named
e•••••••.com Fact
“••• Locked”
Date not disclosede•••••••••Portfolio listingunknownunknownunknownnone named
e•••••••.com Fact
“••• Locked”
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
36 positionsshow
Form 13F holdings

Top 36 positions of 36 for the quarter ended Dec 31, 2025; $392M shown of $392M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
I•••••• T•CORE S&P500 ETF$102M148,83726.1%
A••••••• C•••• E•• T•I••• SMCP VLU$50.2M529,89412.8%
S••• S•• M••••• 4•• E•• T•UTSER1 S&PDCRP$46.6M76,24211.9%
J•••• D•••••• S•• T•HENDERSON MTG$41.8M918,06710.7%
A••••••• C•••• E•• T•US EQT ETF$27.3M242,2417.0%
D••••••••• E•• T••••US SMALL CAP ETF$25.4M361,0216.5%
J•••• D•••••• S•• T•HENDRSON AAA CL$21.1M417,3495.4%
V••••••• M•• B• F••TAX EXEMPT BD$14.7M292,1913.8%
D••••••••• E•• T••••CORE FIXED INCOM$13.4M314,3523.4%
R•• F• I••US TREAS 3 MNTH$11.3M227,3792.9%
All 36 positionslargest value first
IssuerClassValueSharesWeight
V••••••• S••••••••• F••INT-TERM CORP$9.6M115,2132.5%
A••••••• C•••• E•• T•I••• EQT ETF$9.1M109,7102.3%
S••••• S•••••••• T•I••• SCEQT ETF$6.3M137,6751.6%
A•••• I••COM$2.3M8,5840.6%
V••••••• I••• E••••• I•••• F•TT WRLD ST ETF$989,5846,9640.3%
M••••••• I••• I•• N••CL A$945,5583,0170.2%
M••••• S••••••COM NEW$762,7074,1930.2%
M•••••••• C•••COM$715,3791,5130.2%
V••••••• I•••• F••MID CAP ETF$646,4202,2090.2%
I•••••• Q•• T•UNIT SER 1$635,2661,0360.2%
A••••• C•• I••COM$579,8402,5600.1%
V••• I••COM CL A$555,7541,6040.1%
L••••••• M••••• C•••COM$501,5441,0090.1%
I•••••• T•CORE 80/20 AGGRE$454,4685,0470.1%
I•••••• T•CORE 60/40 BALAN$408,8466,2620.1%
V••••••• I•••• F••GROWTH ETF$384,0987900.1%
A••••••• I••CAP STK CL C$361,9871,1480.1%
I•••••• E••• T••••• F• T• I•S&P500 LOW VOL$337,5824,7410.1%
V••••••• I•••• F••TOTAL STK MKT$322,8049600.1%
S••• G••• T•G••• SHS$308,6677750.1%
A•••••••• P•• I••••••SHS CLASS A$302,0621,1620.1%
V••••••• I•••• F••S&P 500 ETF SHS$294,6734690.1%
I•••••• T•CORE 30/70 CONSE$241,9626,0010.1%
N••••• C•••••••••COM$219,6331,1630.1%
F• C••••• O••••••••• C•••COMMON STOCK$64,42710,1460.0%
H••••• C••••••• I••COM$25,07510,9980.0%
Changes between the last two quarters
  • Sep 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
All 10 changes
  • Mar 31, 2025 ••• Locked sec.gov
  • Sep 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • Jun 30, 2024 ••• Locked sec.gov
  • 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
71show

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. 71 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 days)
Contactability
+15 n•••• d••••••••• (F••• C•• (Advisor Partnerships))
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
Research priority
+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($391,538,858)
+6 d••••• i••••••••• o• r•••••
+0 r••• (905)
Mandate confidence
+20 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+80 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 a• s••••••••• f••• w••••• 1• m••••• (8 days)
External manager propensity
no components; scored 0
Direct investment propensity
+30 o••••••• d••••• i••••••••• (2 on the record)
Independent sponsor propensity
no components; scored 0
View all 71 observations
FactValueEffectiveSourceClass
Bios readbio-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.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
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
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 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 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
13F admission signalNon adviser filerDec 31, 2025SEC 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
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 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
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 positions36Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions35Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions35Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions30Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions28Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions29Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions28Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions28Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$392MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$376MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$338MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$301MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$292MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$268MSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$251MJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$237MMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBethesda, MDDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBethesda, MDSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBethesda, MDJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBethesda, MDMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBethesda, MDDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBethesda, MDSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBethesda, MDJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersBethesda, MDMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Office type (stated)Outsourced family officeSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.comFact
Portfolio listedPersonal Website LoginSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.comFact
Portfolio listede•••••••••Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.comFact
Portfolio page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.comFact
Site mentionsReal estateSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.comFact
Team page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.comFact
Website••• LockedSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) e•••••••.comInference
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.comFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.comFact

Not yet on record: decision makers.