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S•••• A••••••• L••: office on the family offices graph | DFX Data Factory

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Family officesOfficecandidate family office · candidate

S•••• A••••••• L••

L••••••• family family

Littleton, MA

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Search this name across graphsid dfx:fo:a709eb78-9873-4a26-8c16-edd3afe30cac

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 22, 2026, 3:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 3
On other graphs: 0
Observed: Sep 12, 2026 to Sep 16, 2026
5 observations

Candidate family office with no filing identifier. Treat the facts on this page as unverified.

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Family served: L••••••• family
Investments: 0
Direct investments: 0
People: 0
Decision makers: 0derived

Relationships

Foundation allocation (1)

→ Real Estate Investment TrustFunda foundation tied to it (L••••••• F••••• C••••••••• F•••••••••) holds it
inferenceForm 990-PF

Related to (1)

← L••••••• F••••• C••••••••• F•••••••••FoundationIn care of
inferenceForm 990-PF

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Show 3 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
S•••• A••••••• L•• named as in-care-of on L••••••• F••••• C••••••••• F••••••••• ($386,962 in assets)
First seen by DFX
Sep 12, 2026
date not stated
S•••• A••••••• L••: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $386,962 in assets (IRS); could be the family's investment company, its manager or its accountant)
Occurred
Dec 31, 2024
L••••••• F••••• C••••••••• F••••••••• no longer reports EXCHANGE TRADED FUNDS (was $0.0M) on its 2024-12-31 return

Provenance

Graph: Family Offices
Canonical id: dfx:fo:a709eb78-9873-4a26-8c16-edd3afe30cac
First observed: Sep 12, 2026
Last observed: Sep 16, 2026 5 days ago
Source families: Federal regulator filings, DFX's own graph
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.