DFX Intelligence
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C••• P••• C•••••• L••
Multi-family officeTop 500· Greenwich, CT
Multi-family office, based in Greenwich, CT.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Foundation assets
- $56.6M
- Last deployment
- Mar 2026
Form 990-PF
The latest dated investment or commitment on record
As of · the latest observation of this office; filed figures carry their own filing dates
Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.
Readings, classification basis and verificationidentity confidence 90% · 48 observations · 5 sourcesShowHide
Multi-family officeVerified Sep 13, 2026 (10 days ago)0 people · 0 investments · 0 public positions · 20 events
Why this class: C••• P••• C••••••'s own site says it manages generational capital for a select few ultra high net worth families..
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.
Profile completeness 31% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
- Classification
- Multi-family office
- Description
- ••• Locked
- Headquarters
- Greenwich, CT
- Office address
- unknown
- Business phone
- unknown
- Website
- c•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $56.6M 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 $56.6M. These are different facts and are never added together.
- Elsewhere in DFX
- Independent Sponsor Intelligence (shared crd)
Classification history
- Sep 13, 2026Multi-family office 90%C••• P••• C••••••'s own site says it manages generational capital for a select few ultra high net worth families.Factverifiedc•••••••••.com“••• Locked”
- Sep 12, 2026Candidate 45%registered adviser (CRD 134911) whose Item 5.D reads like one family (2 HNW clients, no institutional clients); research decidesInference
- Sep 12, 2026Candidate 40%in-care-of organisation on 1 private foundation(s) with $49,683,773 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 $49,683,773 in assets (IRS); could be the family's investment company or its accountantInference
Teamshow
No current professionals on the record.
Office contact points
Signals and timeline20show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 20 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changed••• Lockedc•••••••••Factc•••••••••.com
- Sep 12, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
- Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
- Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
Full timeline · 20 eventsShow fewer
- Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
- Mar 31, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 15, 2013Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 31, 2022Private fund no longer reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 24, 2017Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 18, 2015Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Dec 31, 2023Foundation holding up••• LockedFoundationFactapps.irs.gov
- Dec 31, 2024Foundation holding up••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation holding up••• LockedFoundationFactapps.irs.gov
- Mar 31, 2022Fund gross assets down••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 25, 2021Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 18, 2019Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 28, 2018Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 25, 2021Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 26, 2026Fund gross assets up••• LockedVehiclesFactreports.adviserinfo.sec.gov
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.
Its own private funds (Form ADV Schedule D 7.B.(1))What these figures areEach fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.
| Fund | Type | Gross asset value | Related share | Reported | Form D |
|---|---|---|---|---|---|
| M•••• T•••• | Private Equity Fund | $257M Mar 26, 2026 | 0% | Mar 31, 2022 to now | |
| M••••••• S•• T•••• 1• | Hedge Fund | $83.8M Mar 26, 2026 | 0% | Mar 15, 2013 to now | |
| M••••••• S•• T•••• 2• | Private Equity Fund | $0 Mar 26, 2026 | 0% | Mar 24, 2017 to now | |
| M••••••• A••• · no longer reported | Hedge Fund | $10.0M May 20, 2021 | 0% | Mar 18, 2015 to Mar 31, 2022 |
Fund and manager relationshipsshow
Funds held by private foundations administered in this office's care, from their Form 990-PF. This office serves several families, so these are its clients' foundations' holdings, not the office's own allocations.
| Fund | Manager | Held through | Foundation's fair value | Period | Basis |
|---|---|---|---|---|---|
| G••• 2••• •••••••• A•• L• | G••• 2017 Aiv | M••••••• E•••••• F••••••••• | $12.7M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| P••••• E••••••• A••••••• O•• F••• | P••••• E••••••• A••••••• Opp | M••••••• E•••••• F••••••••• | $5.6M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| B••••••••• V•••• F••• | B••••••••• V•••• | M••••••• E•••••• F••••••••• | $5.3M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| R•••••• O••••••• F••• L•• | R•••••• | M••••••• E•••••• F••••••••• | $4.0M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| M•••••• D••••••••• O••••••••• D••••••• F••• | M•••••• D••••••••• D••••••• | M••••••• E•••••• F••••••••• | $3.5M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
All 15 foundation holdingsShow fewerlargest fair value first
| Fund | Manager | Held through | Foundation's fair value | Period | Basis |
|---|---|---|---|---|---|
| G•••••• A••••••• I•• P••••••• 2••• | G•••••• A••••••• Inv 2017 | M••••••• E•••••• F••••••••• | $2.8M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| C•• R••• C•••••• P••••••• | CAT R••• Capital | M••••••• E•••••• F••••••••• | $2.8M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| G••• 2••• A•• B• L• | G••• 2017 Aiv | M••••••• E•••••• F••••••••• | $2.8M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| G••••• T••• O••••••• F•••• L•• | G••••• T••• | M••••••• E•••••• F••••••••• | $2.1M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| S••••• V•• T• L• | SOF Vip Te | M••••••• E•••••• F••••••••• | $938,525 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| N••••• S••••• 5• | N••••• | M••••••• E•••••• F••••••••• | $511,004 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| G••••••• C•••••• O••••••• F••• | G••••••• Capital | M••••••• E•••••• F••••••••• | $465,876 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| N••••• P••••••• S••••• L• S•• 1• | N••••• S••••• Ser | M••••••• E•••••• F••••••••• | $260,000 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| T•••••• C•• D••••••••• F••• L• | T•••••• Cre D••••••••• | M••••••• E•••••• F••••••••• | $190,003 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| F•• T••• R••• E••••• F••• I•• •••••••• L•• | FIR T••• Real Estate | M••••••• E•••••• F••••••••• | $6,985 | Dec 31, 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. This office is also on the sponsor graph; see Elsewhere in DFX above.
Related entities1show
Sources and evidence48show
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. 48 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
no components; scored 0
Data confidence
+10 w••••••
+10 d•••••••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+9 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($56,603,659)
+8 m••••••••• o•••••
+8 F••• D• v••••••• l•••••
+5 o• a•••••• D•• g••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (126)
Mandate confidence
no components; scored 0
Identity confidence
+90 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 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 48 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Other names (Form ADV 1.B) | C••• P••• C•••••• L•• | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | C••• P••• C•••••• L•• | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | C••• P••• C•••••• L•• | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 3 | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 3 | Mar 28, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $341M | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $260M | Mar 28, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Share of its funds owned by itself and related persons | N | Mar 26, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Share of its funds owned by itself and related persons | N | Mar 28, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Adv roster match | Y | Sep 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Description | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Description | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Description | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Description | ••• Locked | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Description | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Foundation ico signal | M••••••• E•••••• F••••••••• | Dec 1, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Independent Sponsor Intelligence entity | C••• P••• C•••••• L•• (capital_provider) | Sep 21, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | C••• P••• C•••••• L•• (capital_provider) | Sep 20, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | C••• P••• C•••••• L•• (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Office type (stated) | Multi family office “••• Locked” | Sep 13, 2026 | DFX analyst research (G••••••-assisted, every claim URL-cited) c•••••••••.com | Fact |
| Site mentions | Private equity, venture | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Site mentions | Private equity, venture | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Site mentions | Private equity, venture | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Site mentions | Private equity, venture | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Site mentions | Private equity, venture | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Site mentions | Private equity, venture | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Site mentions | Private equity, venture | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (G••••••-assisted, every claim URL-cited) c•••••••••.com | Fact |
| Website | ••• Locked | Sep 12, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | ••• Locked | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
| Website title | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••••.com | Fact |
Not yet on record: direct investments, decision makers.