Family office profile

F••••• O••••• o• D•••••••• C•••••• C•••

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USSingle family office (probable)identity confidence 70%

Why this class: a filing by a third party describes it as a single family office (cited).

Verified Sep 16, 2026 (5 days ago)
Last observed Sep 17, 2026 · 5 observations · 3 sources
1 people · 0 investments · 0 public positions · 2 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
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Profile completeness 16% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Single family office (probable)
Description
Single-family office
Headquarters
unknown
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. No public number of any kind.
Classification history
  • Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
  • Sep 14, 2026Candidate 35%family-named entity with no regulatory signal yetInference
Family and wealth origin
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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
1 peopleshow
PersonTitleResponsibilityBusiness contactSource
J••••••• F•••••Former Managing Director and Head of Family Office (2021-2022)Leadershipnone on record
Former
J••••••• F•••••, Managing Director and Head of Family Office, until Sep 16, 2026
Investment mandate
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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)
Nothing to infer from.
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
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No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
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Form 13F holdings
No 13F filing on the record for this office.
Real estate
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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
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No co-investor on the record.
Independent sponsor relationships
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No cited relationship to an independent sponsor.
Related entities
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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.

  • Apr 28, 2022Office discoveredF••••• O••••• o• D•••••••• C•••••• C••• described on SEC filings as 'family office' (10-K/A, 8-K, DEF 14A)DiscoveryFactsec.gov
  • Sep 14, 2026Classification changedF••••• O••••• o• D•••••••• C•••••• C•••: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (a filing by a third party describes it as a single family office (cited))c•••••••••Factno URL
Sources and evidence
5show

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. 5 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (J••••••• F••••• (Former Managing Director and Head of Family Office (2021-2022)))
Data confidence
+10 d•••••••••
+10 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1050)
Mandate confidence
no components; scored 0
Identity confidence
+70 c••••••••• (PROBABLE_SFO (a filing by a third party describes it as a single family office (cited)))
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
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
DescriptionSingle-family office
“Managing Director and Head of F••••• O••••• o• D•••••••• C•••••• C•••., a single-family office from July 2021 through June 2022”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Edgar fts discoveryfamily office, single family officeApr 28, 2022SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Office type (stated)single_family_officeApr 28, 2022SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Website searchnot_foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference