The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

I•••••••• M••••••••• C•••

CandidateNot hand-verified in 180 days· Raleigh, NC

Candidate, based in Raleigh, NC.

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

Decision makers
1 of 27
The office's site, Form ADV Schedule A and filings
Foundation assets
$94.5M
Form 990-PF
Contact decision makersFind similar offices
1 export, up to 28 contact reveals
More
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.

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

Readings, classification basis and verificationidentity confidence 45% · 40 observations · 3 sourcesShow
CandidateNot yet hand-verified27 people · 0 investments · 0 public positions · 3 events

Why this class: in-care-of organisation on 2 private foundation(s) with $38,324,434 in assets (IRS); could be the family's investment company, its manager or its accountant.

Direct investing
15
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 31% (medium 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
Raleigh, NC
Office address
unknown
Business phone
unknown
Website
i•••••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$94.5M across 3 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. Related foundation assets $94.5M. These are different facts and are never added together.
Classification history
  • Sep 12, 2026Candidate 45%in-care-of organisation on 2 private foundation(s) with $38,324,434 in assets (IRS); could be the family's investment company, its manager or its accountantInference
  • Sep 12, 2026Candidate 45%in-care-of organisation on 2 private foundation(s) with $38,324,434 in assets (IRS); could be the family's investment company or its accountantInference
Family and wealth origin
show
Family served
M•••••• family
Source of wealth
unknown
Operating company origin
unknown
Team
27 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
E••••• M••••••Board Chair & Director of Community InvestmentDirect investments · investment decisionsnone on record
A••••• N••••••Director of TaxLeadershipnone on record
A•••••• M•••••Executive Assistant to the Founder & Board ChairLeadershipnone on record
A••••• O•••••Director, Strategic PhilanthropyLeadershipnone on record
D•• N•••••PrincipalLeadershipnone on record
Full team · 27 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
D•••• G•••••PrincipalLeadershipnone on record
D•••• M•••••CEO, Arcadia BeverageLeadershipnone on record
D•••••• M•••••••Human Resources ManagerLeadershipnone on record
D•••• B••••Financial Systems ManagerLeadershipnone on record
D•••••• J•••••CEO, Southern TrustLeadershipnone on record
G••• W•••••••••Vice President of Tax and Risk ManagementLeadershipnone on record
H•••• G••••••Office Services ManagerLeadershipnone on record
J•••• M••••••FounderLeadershipnone on record
J••••••• M••••President and Chief Executive OfficerLeadershipnone on record
J••• P••••••CEO, Fleet FeetLeadershipnone on record
K•••••••• D•••••Manager, Strategic PartnershipsLeadershipnone on record
K•••••• J••••Executive Assistant to the President, CEO & CFOLeadershipnone on record
L•••• T••••••CEO, Golden CorralLeadershipnone on record
L•••• F••••Manager of Financial ReportingLeadershipnone on record
M••••••• H•••••President & CEO, RiseMarkLeadershipnone on record
M•••••• P••••••CEO, Taco BambaLeadershipnone on record
M••• M•••••Vice President of Finance and AccountingLeadershipnone on record
N••• D•••••••PrincipalLeadershipnone on record
R•••••• R••••••CEO, Arbour SpecialtyLeadershipnone on record
R•••••• U•••••••Meet our partner CEOsLeadershipnone on record
C•••••••• M••••Director of HR and OperationsOperations and financenone on record
J••••••• L••••••Chief PilotOthernone on record
Office contact points
Business phone: ••• Locked (published by the subject) i•••••••••.com
W••••••: ••• Locked (published by the subject) i•••••••••.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, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2022Foundation assets changed••• LockedFoundationFactapps.irs.gov
Investment mandate
show
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
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
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
show
Form 13F holdings
No 13F filing on the record for this office.
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
3show
Sources and evidence
40show

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. 40 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+9 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($59,597,358)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (1811)
Mandate confidence
no components; scored 0
Identity confidence
+45 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (M•••••• family)
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
View all 40 observations
FactValueEffectiveSourceClass
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Description••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Description••• LockedSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Family servedM•••••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Family servedM•••••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Foundation ico signalC••••••••• F•••••••••Dec 1, 2025IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation ico signalM•••••• F••••• F•••••••••Dec 1, 2025IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Site mentionsOperating companiesSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Site mentionsOperating companiesSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Site mentionsOperating companiesSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Site mentionsOperating companiesSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Site mentionsOperating companiesSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Site mentionsOperating companiesSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Site mentionsOperating companiesSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Team page url••• LockedSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Team page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Website••• LockedSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) i•••••••••.comInference
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Website readsite-fo-3Sep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Website title••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Website title••• LockedSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.comFact

Not yet on record: direct investments, last deployment.