Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
F•••• M•••••••••
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Why this class: in-care-of organisation on 1 private foundation(s) with $335,812 in assets (IRS); could be the family's investment company, its manager or its accountant.
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.
Overviewshow
- Classification
- Candidate
- Description
- F•••• is an independent business management firm providing accounting, financial management, and operational support for individuals and businesses.
- Headquarters
- El Segundo, CA
- Office address
- unknown
- Business phone
- unknown
- Website
- f•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $335,812 across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. Related foundation assets $335,812. These are different facts and are never added together.
- Sep 12, 2026Candidate 30%in-care-of organisation on 1 private foundation(s) with $335,812 in assets (IRS); could be the family's investment company, its manager or its accountantInference
- Sep 12, 2026Candidate 40%in-care-of organisation on 1 private foundation(s) with $335,812 in assets (IRS); could be the family's investment company or its accountantInference
Family and wealth originshow
- 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.
Teamshow
Investment mandateshow
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
Fund and manager relationshipsshow
Public stakes and holdingsshow
Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entities1show
Signals and timeline2show
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.
- Sep 12, 2026Classification changedF•••• M•••••••••: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $335,812 in assets (IRS); could be the family's investment company, its manager or its accountant)c•••••••••Inferenceno URL
- Sep 12, 2026Office discoveredF•••• M••••••••• named as in-care-of on C••••• C•••• F••••••••• ($335,812 in assets)DiscoveryInferenceapps.irs.gov
Sources and evidence26show
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. 26 shown.
Score components
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Description | F•••• is an independent business management firm providing accounting, financial management, and operational support for individuals and businesses. | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Description | F•••• is an independent business management firm providing accounting, financial management, and operational support for individuals and businesses. | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Description | F•••• is an independent business management firm providing accounting, financial management, and operational support for individuals and businesses. | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Description | F•••• is an independent business management firm providing accounting, financial management, and operational support for individuals and businesses. | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Description | F•••• is an independent business management firm providing accounting, financial management, and operational support for individuals and businesses. | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Description | F•••• is an independent business management firm providing accounting, financial management, and operational support for individuals and businesses. | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Foundation ico signal | C••••• C•••• F••••••••• | May 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Site mentions | private_equity,real_estate | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Site mentions | private_equity,real_estate | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Site mentions | private_equity,real_estate | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Site mentions | private_equity,real_estate | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Site mentions | private_equity,real_estate | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Site mentions | private_equity,real_estate | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website | f•••••••••.com | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) f•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website title | F•••• | Independent Business Management Firm | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website title | F•••• | Independent Business Management Firm | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website title | F•••• | Independent Business Management Firm | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website title | F•••• | Independent Business Management Firm | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website title | F•••• | Independent Business Management Firm | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website title | F•••• | Independent Business Management Firm | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |