DFX Intelligence
Family office profile
F•••••• G•••• F••••• O•••••
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Chesterbrook, PAOutsourced family office provideridentity confidence 90%f•••••••••.com
Why this class: The F•••••• Group is a Chesterbrook, PA fee-only planning and wealth firm serving many clients that lists family office services among its offerings..
Verified Sep 13, 2026 (9 days ago)
Last observed Sep 13, 2026 · 4 observations · 3 sources
0 people · 0 investments · 0 public positions · 7 events
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 22% (low value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Outsourced family office provider
- Description
- unknown
- Headquarters
- Chesterbrook, PA
- Office address
- unknown
- Business phone
- unknown
- Website
- f•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $23.2M 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 $23.2M. These are different facts and are never added together.
Classification history
- Sep 13, 2026Outsourced family office provider 90%The F•••••• Group is a Chesterbrook, PA fee-only planning and wealth firm serving many clients that lists family office services among its offerings.Factverifiedf•••••••••.com“••• Locked”
- Sep 12, 2026Single family office (probable) 60%named as the family office administering 1 private foundation(s) with $13,394,978 in assets (IRS in-care-of)Inference
Family and wealth originshow
- Family served
- F••••• family
- Source of wealth
- unknown
- Operating company origin
- unknown
Teamshow
No current professionals on the record.
Office contact points
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 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 |
|---|---|---|---|---|---|
| M••• C•••• E••••••• I••••• F••• | M••• C•••• E••••••• I••••• | F••••• F••••• F••••••••• I•• | $2.4M | 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.
Related entities1show
Signals and timeline7show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 7 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changed••• Lockedc•••••••••Factf•••••••••.com
- Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
- Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation assets changed••• LockedFoundationFactapps.irs.gov
- Dec 31, 2024Foundation officer left••• LockedFoundationFactapps.irs.gov
- Dec 31, 2022Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
- Dec 31, 2022Foundation assets changed••• 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
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 days)
Contactability
no components; scored 0
Data confidence
+10 w••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+7 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($23,246,357)
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (1827)
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
+40 f••••• n•••• (F••••• family)
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 |
|---|---|---|---|---|
| Family served | F••••• family | n/a | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Foundation ico signal | F••••• F••••• F••••••••• I•• | Dec 1, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Office type (stated) | outsourced_family_office “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) f•••••••••.com | Fact |
| Website | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) f•••••••••.com | Fact |