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.
HPM Partners
Why this class: in-care-of organisation on 1 private foundation(s) with $126,600 in assets (IRS); could be the family's investment company, its manager or its accountant.
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
- Classification
- Candidate
- Description
- unknown
- Headquarters
- Nashville, TN
- Office address
- unknown
- Business phone
- unknown
- Website
- hpm-partners.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $126,600 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 $126,600. These are different facts and are never added together.
- Sep 12, 2026Candidate 30%in-care-of organisation on 1 private foundation(s) with $126,600 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 $126,600 in assets (IRS); could be the family's investment company or its accountantInference
- Family served
- Nantz family
- Source of wealth
- unknown
- Operating company origin
- unknown
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
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 changedHPM Partners: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $126,600 in assets (IRS); could be the family's investment company, its manager or its accountant)ClassificationInferenceno URL
- Sep 12, 2026Office discoveredHPM Partners named as in-care-of on Nantz Family Foundation ($126,600 in assets)DiscoveryInferenceapps.irs.gov
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. 6 shown.
Score components
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Family served | Nantz family | n/a | DFX model output (classification rules, scores, mandates, matches) no URL | Inference |
| Family served | Nantz family | n/a | DFX model output (classification rules, scores, mandates, matches) no URL | Inference |
| Foundation ico signal | Nantz Family Foundation | Dec 1, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Website | hpm-partners.com | Sep 12, 2026 | DFX model output (classification rules, scores, mandates, matches) hpm-partners.com | Inference |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) hpm-partners.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) hpm-partners.com | Fact |