The assets table holds public positions backed by Section 16 filings, private stakes, real estate, deeded property, and the entities wealth is held through. This article explains how each value was built and how far to trust it.
The Non-Cash Assets table is the stock side of a profile: what this person holds right now, position by position, each with an estimated value. The total matters less than two things you can read off every row — how the position was valued, and whether it can actually move.
Assets sit directly below income in the Net Worth section. The walk below opens there:
The table carries Public Equity, Private Equity, Investment Property, Personal Property for deeded homes, and an Other bucket for everything else. Investment Vehicles — family offices, family LLCs, trust wrappers, private foundations — get their own section below the table, because they hold assets rather than being one.
Income has its own article. The two tables never double-count: while a position is held it sits here, and when it converts to cash it moves across as a realized income row.
Public positions are the most precise data on a profile. Officers, directors, and 10% holders report their holdings and every trade under Section 16, so the share count isn't modeled — it's filed, to the share, with a date on it.
We anchor on the Form 3, apply every Form 4 in sequence, and resolve option exercises, conversions, and dual-class structures into owned economic shares over time. Individual Stock Holdings breaks the position into its securities and lot detail, and the Form 3 and the most recent Form 4 sit beneath it as cards that open the original filing on SEC.gov.
The chart plots the stake, not the share price: shares held on each date, multiplied by that day's close. So a step down isn't necessarily the market — when they sell, the line drops while the price holds flat. Hover any point for the price, the share count, and what the position was worth that day.
A share count is only half the valuation. The stats row shows the price used and, in its info icon, the date that price was captured — for a normally trading company, the live market close. When there's no live quote, the value falls back to one of these, and the chart is replaced by a note that the position isn't actively priced:
Check the "as of" date before you quote a stake. A position marked at yesterday's close and one anchored to a Form 4 from two years ago look identical in the Value column. If the price basis isn't live market, say so when you use the number.
A private stake is two estimates multiplied together: what the company is worth, and how much of it this person holds. Neither is observable between financings, so the row shows a range and tells you exactly what anchors it.
Valuation is anchored on the last priced round — open its info icon for the round, the amount raised, the valuation it implied, and the methodology behind our figure. The Stake panel carries the ownership range and the reasoning for it: founder or investor, the size of the original check, and dilution across the rounds since. The two multiplied give the value on the row.
Both estimates go stale in the same direction, and the round date tells you how far. A stake anchored on a 2021 round is priced in a 2021 market, and a company that hasn't raised since is worth checking on before you use the number. None of it is spendable, either: a private stake stays paper until a sale, a secondary, or a listing — and when that happens, it appears in the income table as a realized row.
Real estate arrives two ways, and they mean different things. An Investment Property row is a stake in a real-estate business — a developer, an owner-operator, a syndicator. The value shown is this person's share of the portfolio's NAV: gross property value, less mortgage debt, less outside investors' share. The row names the owning entity and their role in it.
A Personal Property row is a deeded home, pulled from county records: title, mortgage history, assessed value, and the property's characteristics, combined with market data into an estimated value and — where the mortgage record supports it — current equity. Expand the row for the equity and mortgage-progress bars, the current deed owners, and the deed timeline.
Read the Ownership chip before the value. It tells you whether title sits with the person, a spouse, a family member, or has already been sold, and a home held jointly or through a trust or an LLC still appears here with the entity named. When you need to know who can actually sign, that chip is the answer.
Below the table, Investment Vehicles lists the entities the wealth is held through: single- and multi-family offices, family investment LLCs, personal angel vehicles, revocable trust wrappers, holding companies, and any private foundation.
The headline on each card is Estimated AUM, the wrapper's own direct holdings, with the reasoning in its info icon. It is deliberately left out of the asset total: a vehicle is a container, and anything inside it we can identify already has its own row, so adding the two would double-count.
Where there's a vehicle, assume the entity is the counterparty. Purchases, allocations, and gifts tend to come from the LLC or the office rather than the individual, a professional staff usually sits in the middle, and your own onboarding runs against the entity. It's also a reliable signal that this person already has professional advisors.
Other collects what doesn't fit a type: royalty streams, collections, a GP commitment sitting alongside a principal's own funds. Each row carries a short description and the same estimated range — expand it to read what the asset actually is.
Rows are sorted by value, largest first, and every header sorts. Each shows the type, the entity, the ownership chip on properties, and the estimated range. Click any row to expand it for the Key Takeaway, that asset's charts and filings, and the sources behind each figure.
The width of a range tells you which kind of evidence produced it: filed share counts come back tight, modeled positions come back wide. For how these positions roll up into the headline figure — and what liquidity does and doesn't count — see how WealthAtlas estimates net worth.
Next up: philanthropic and political giving — foundations, board seats, and giving history, which is usually where the affiliations and the people around someone show up.