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T••••• P•••••••

CandidateNot hand-verified in 180 days· Buffalo, NY

Candidate, based in Buffalo, NY, with 2 direct investments on record.

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

Direct investments
2
Deal announcements, Form D and filings
Foundation assets
$7.2M
Form 990-PF
Contact the teamFind similar offices
1 export, up to 4 contact reveals
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Direct investments (2)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 40% · 48 observations · 3 sourcesShow
CandidateNot yet hand-verified3 people · 2 investments · 0 public positions · 1 event

Why this class: in-care-of organisation on 1 private foundation(s) with $6,191,216 in assets (IRS); could be the family's investment company, its manager or its accountant.

Direct investing
30
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 44% (low 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
Buffalo, NY
Office address
unknown
Business phone
unknown
Website
t•••••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$7.2M 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 $7.2M. 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 $6,191,216 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 $6,191,216 in assets (IRS); could be the family's investment company or its accountantInference
Family and wealth origin
show
Family served
Z••••• family
Source of wealth
unknown
Operating company origin
unknown
Team
3 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
A•••••• ••••• S•• G••••Sr. Manager – OperationsOperations and finance
email: ••• Locked (published by the subject)
J••••••• L••••Sr. Manager – Operations & BDOperations and finance
email: ••• Locked (published by the subject)
S••••• V••••AM – OperationsOperations and finance
email: ••• Locked (published by the subject)
Office contact points
Business phone: ••• Locked (published by the subject) t•••••••••.com
W••••••: ••• Locked (published by the subject) t•••••••••.com
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 event. 13F position changes are under Public stakes and holdings.

  • Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
States
none Fact
Control
unknown (2) Fact
Sectors
none Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
none Fact
Direct vs fund
Fund: 0 · Direct: 2 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
2 Fact
Investment kinds
portfolio listing (2) Fact
First and last deal
Last: unknown · First: unknown Fact
Lead vs participant
unknown (2) 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
2 dealsshow
DateCompanyKindSectorRoleAmountWithSource
Date not disclosedB••••••Portfolio listingunknownunknownunknownnone named
t•••••••••.com Fact
“••• Locked”
Date not disclosedT••••••Portfolio listingunknownunknownunknownnone named
t•••••••••.com Fact
“••• Locked”
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
1show
Sources and evidence
48show

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 day)
Contactability
+30 v••••••• b••••••• e••••• (3)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+4 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($7,152,969)
+3 c••••••••• i••••••• u•••••••••
+6 d••••• i••••••••• o• r•••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (962)
Mandate confidence
+20 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
+40 f••••• n•••• (Z••••• family)
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 day)
External manager propensity
no components; scored 0
Direct investment propensity
+30 o••••••• d••••• i••••••••• (2 on the record)
Independent sponsor propensity
no components; scored 0
View all 48 observations
FactValueEffectiveSourceClass
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Description••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Description••• LockedSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Family servedZ••••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Family servedZ••••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Foundation ico signalZ••••• F••••• F•••••••••Dec 1, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Portfolio listedT••••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Portfolio listedB••••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Portfolio listedT••••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Portfolio listedB••••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Portfolio listedT••••••Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Portfolio listedB••••••Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Portfolio listedT••••••Sep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Portfolio listedB••••••Sep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Portfolio listedT••••••Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Portfolio listedB••••••Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Portfolio page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Portfolio page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Portfolio page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Portfolio page url••• LockedSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Portfolio page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Portfolio page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Team page url••• LockedSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Team page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website••• LockedSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) t•••••••••.comInference
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website readsite-fo-3Sep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website title••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website title••• LockedSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••••.comFact

Not yet on record: decision makers, last deployment.