DFX Intelligence
Family office profile
A••••• C•••••• A••••••• L••
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Palm Beach, FLCandidateidentity confidence 40%
Why this class: in-care-of organisation on 1 private foundation(s) with $42,902,140 in assets (IRS); could be the family's investment company, its manager or its accountant.
Not yet hand-verified
Last observed Sep 20, 2026 · 4 observations · 2 sources
0 people · 0 investments · 0 public positions · 15 events
This entity is a candidate. One public signal put it on the graph (in-care-of organisation on 1 private foundation(s) with $42,902,140 in assets (IRS); could be the family's investment company, its manager or its accountant); it is not counted as a confirmed family office and nothing below should be read as saying it is one.
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
Profile completeness 9% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Candidate
- Description
- unknown
- Headquarters
- Palm Beach, FL
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $51.8M 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 $51.8M. These are different facts and are never added together.
Classification history
- Sep 12, 2026Candidate 40%in-care-of organisation on 1 private foundation(s) with $42,902,140 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 $42,902,140 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
No current professionals on the record.
Investment mandateshow
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 investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationshipsshow
Funds held by the family's private foundation, from its Form 990-PF: the foundation reports each fund by name with its fair value. They are the foundation's holdings, never an amount the office itself committed.
| Fund | Manager | Held through | Foundation's fair value | Period | Basis |
|---|---|---|---|---|---|
| C•• C••••••• I••••• F••• I•• L• | CIS C••••••• I••••• | T••••• S•••• F••••••••• | $1.6M | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| C••••••• I••••• C••••• F••• I•••• L• | C••••••• I••••• Credit I•••• | T••••• S•••• F••••••••• | $1.3M | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| P•• V• L••• | Psg | T••••• S•••• F••••••••• | $1.0M | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| A••••••• V••••••• V• L• | A••••••• Ventures | T••••• S•••• F••••••••• | $602,161 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| H••••••• C•••••• • A••••• S••••• F••• L•• | H••••••• Capital A••••• S••••• | T••••• S•••• F••••••••• | $487,877 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| S••••••••• O••••••••• F••• I•• L• | S••••••••• | T••••• S•••• F••••••••• | $457,886 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| C••••••• I••••••••• S••••• V••••••• F••• V• L• | C••••••• Investments S••••• Ventures | T••••• S•••• F••••••••• | $382,199 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| P••••••••• S•••••••• G••••• I••• L• | P••••••••• S•••••••• G••••• | T••••• S•••• F••••••••• | $380,266 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| S••••••••• V••••••• I•• L• | S••••••••• Ventures | T••••• S•••• F••••••••• | $356,401 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| P••••••••• E••••• P••••••• I• L• | P••••••••• Equity | T••••• S•••• F••••••••• | $355,732 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| P•• E•••••• L• | P•• E••••• | T••••• S•••• F••••••••• | $310,813 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| P••••••••• S•••••••• G••••• E••••• | P••••••••• S•••••••• G••••• E••••• | T••••• S•••• F••••••••• | $301,688 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| S••••••••• O••••••••• F••• I••• L• | S••••••••• | T••••• S•••• F••••••••• | $283,381 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| S•••••••• V• O••••••••• V• L• | S•••••••• Vc | T••••• S•••• F••••••••• | $248,719 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| H••••••• L•••••• F••• I• L••• | H••••••• L•••••• | T••••• S•••• F••••••••• | $225,460 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| A••••••• V••••••• V•• L• | A••••••• Ventures | T••••• S•••• F••••••••• | $212,096 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| S••••••••• V••••••• I•• L• | S••••••••• Ventures | T••••• S•••• F••••••••• | $192,694 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| P••••••••• P••••• L• | P••••••••• P••••• | T••••• S•••• F••••••••• | $189,660 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| M••••••••• L•••• I• L• | M••••••••• L•••• | T••••• S•••• F••••••••• | $184,859 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| Q•••• O••••••••• F•••• L• | Q•••• | T••••• S•••• F••••••••• | $167,793 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| D•••••• E••••• L• | D•••••• E••••• | T••••• S•••• F••••••••• | $146,767 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| C••••••• I••••••••• I•••• V• L•• | C••••••• Investments I•••• | T••••• S•••• F••••••••• | $138,056 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| S••••••••• O••••••••• F••• I•• L• | S••••••••• | T••••• S•••• F••••••••• | $74,532 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| P•• E••••• I•• L• | PSG E••••• | T••••• S•••• F••••••••• | $63,722 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| S••••••••• V••••••• V• L• | S••••••••• Ventures | T••••• S•••• F••••••••• | $46,401 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| S•• I•••••••• O••••••• L•• | Sqn | T••••• S•••• F••••••••• | $23,129 | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| P•• V• A••• L• | PSG Aiv | T••••• S•••• F••••••••• | not stated | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| P•• I••• A•• L• | PSG Aiv | T••••• S•••• F••••••••• | not stated | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
| P•• E••••• A••• L• | P•• E••••• A•• | T••••• S•••• F••••••••• | not stated | Nov 30, 2024 | Inference foundation tied to the office apps.irs.gov |
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities1show
Signals and timeline15show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 15 events. 13F position changes are under Public stakes and holdings.
- Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
- Nov 30, 2024Foundation assets changed••• LockedFoundationFactapps.irs.gov
- Nov 30, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Nov 30, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Nov 30, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Nov 30, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Nov 30, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Nov 30, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Nov 30, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
- Nov 30, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Nov 30, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Nov 30, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Nov 30, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Nov 30, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
- Nov 30, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
Sources and evidence4show
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. 4 shown.
Score components
Freshness
+5 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (690 days)
Contactability
no components; scored 0
Data confidence
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 i••••••••• s•••••• (2 sources)
Research priority
+9 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($51,774,135)
+3 c••••••••• i••••••• u•••••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (933)
Mandate confidence
no components; scored 0
Identity confidence
+40 c••••••••• (••• Locked)
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
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Foundation ico signal | T••••• S•••• F••••••••• | Nov 1, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Website search | not_found | Sep 20, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |