DFX Intelligence

Family office profile

C•••••••• C•••••• M••••••••• I••

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New York, NYCandidateidentity confidence 40%Top 500 by research priority

Why this class: in-care-of organisation on 1 private foundation(s) with $215,786,164 in assets (IRS); could be the family's investment company, its manager or its accountant.

Not yet hand-verified

Last observed Sep 23, 2026 · 67 observations · 6 sources

1 people · 3 investments · 1 public positions · 9 events

This entity is a candidate. One public signal put it on the graph (in-care-of organisation on 1 private foundation(s) with $215,786,164 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.

Direct investing

elevated

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.

Overview

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Profile completeness 47% (high value, high value shallow; the most valuable missing fact is classification)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Classification: Candidate
Description: unknown
Headquarters: New York, NY
Office address: unknown
Business phone: unknown
Website: unknown
Year established: unknown
Assets under management: unknown
Foundation assets (IRS): $216M 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 $216M. 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 $215,786,164 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 $215,786,164 in assets (IRS); could be the family's investment company or its accountantInference

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

Person	Title	Responsibility	Business contact	Source
R•••• S••••	Executive Vice President	Leadership	phone: ••• Locked (published by the subject, Aug 14, 2026)	sec.gov Fact

Office contact points

Office address: ••• Locked (published by the subject) sec.gov

Investment mandate

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••• Locked

Stated (their words, cited)

No cited statement of mandate on the record.

Observed (from the investment record)

States: none Fact
Control: passive (2), significant influence (1) Fact
Sectors: none Fact
Subsectors: none Fact
Co investors: none Fact
Asset classes: public equity (3) Fact
Direct vs fund: Fund: 0 · Direct: 3 · Real estate: 0 Fact
Sponsors backed: none Fact
Investment count: 3 Fact
Investment kinds: public stake 13g (2), public stake 13d (1) Fact
First and last deal: Last: 2017-02-14 · First: 2012-02-14 Fact
Lead vs participant: unknown (3) Fact
Disclosed check sizes: Max: unknown · Min: unknown · Count: 0 Fact
••• Locked

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

1 positionsshow

Stakes the office filed (Schedule 13D, 13G, Section 16)

From EDGAR's index of the office's own filings. A 13D is a stake of 5% or more held with intent, a 13G one held passively, a Form 3, 4 or 5 the office as an insider of the issuer. The size of the stake is inside each filing and is not shown here.

First filed	Issuer	Filed as	Filings
Feb 14, 2017	H••••••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
Feb 16, 2016	C•••••••• H•••••• C••••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
Feb 14, 2012	T••••• S•••• I••••••••• I•••	Schedule 13D (with intent)	••• Locked sec.gov

Form 13F holdings

Top 1 positions of 1 for the quarter ended Jun 30, 2026; $0 shown of $0 reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
N•	NA	$0	0

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

1show

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.

Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
Dec 31, 2023Foundation assets changed••• LockedFoundationFactapps.irs.gov

Sources and evidence

67show

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. 67 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)

Contactability

+15 n•••• d••••••••• (R•••• S•••• (Executive Vice President))

+10 v••••••• b••••••• p••••• (1)

Data confidence

+10 p•••••

+15 i•••••••••

+5 p••••• h•••••••

+10 r••••••••• r•••••

+20 i••••••••• s•••••• (6 sources)

Active deployment

no components; scored 0

Exists confidence

+50 r••••••••• i••••••••• •••• C•• o• E•••

+30 i••••••••• s•••••• (6 sources)

Research priority

+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($215,786,164)

+3 c••••••••• i••••••• u•••••••••

+9 d••••• i••••••••• o• r•••••

+2 n• w•••••• k•••• •••••••• w•••• f••• o•••

+0 r••• (383)

Mandate confidence

+30 m•••••• s•••••••• b• o••••••• i•••••••••

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

+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••

+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)

External manager propensity

no components; scored 0

Direct investment propensity

+45 o••••••• d••••• i••••••••• (3 on the record)

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Other names (Form ADV 1.B)	••• Locked	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	0	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	0	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	0	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Edgar forms	13F-HR,3,4,N-PX,SC 13D,SC 13D/A,SC 13G,SC 13G/A	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Edgar fts mention	100	Sep 12, 2026	SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.sec.gov	Fact
Filing address	••• Locked	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-06-30	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	1	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	0	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	0	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	0	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	0	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$0	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$0	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$0	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$0	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$0	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Foundation ico signal	G•••• G••••••• a•• L•••• V••••• F••••••••• I••	Dec 1, 2025	IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov	Fact
Headquarters	New York, NY	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	H••••••••• I•••	Feb 14, 2017	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	C•••••••• H•••••• C••••••• I•••	Feb 16, 2016	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	T••••• S•••• I••••••••• I•••	Feb 14, 2012	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Website search	not_found	Sep 21, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference
Website search	not_found	Sep 20, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference
Website search	not_found	Sep 19, 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