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B•• C••••••
Candidate, based in Ft Lauderdale, FL.
Composed from this office's classification, location and record.
- Foundation assets
- $14.5M
- Last deployment
- Aug 2026
What matters now
- +1new vehicle, 12 months
1 vehicle linked to it by a shared principal appeared on Form D on 19 Aug 2026 (B•••••• B•••• I• I••).
A new vehicle is capital being raised or parked for a specific purpose: a co-investment vehicle means a deal the office is in that no announcement names yet.
InferenceSEC Form D and Form ADV; Form D vehicles linked by a shared principalFor Sponsors seeking co-investors, fund managersIts funds and vehicles →
Readings, classification basis and verificationidentity confidence 45% · 29 observations · 3 sourcesShowHide
Why this class: in-care-of organisation on 2 private foundation(s) with $13,685,882 in assets (IRS); could be the family's investment company, its manager or its accountant.
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
- Classification
- Candidate
- Description
- ••• Locked
- Headquarters
- Ft Lauderdale, FL
- Office address
- unknown
- Business phone
- unknown
- Website
- b•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $14.5M across 2 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. Related foundation assets $14.5M. These are different facts and are never added together.
- Sep 24, 2026Not a family office 85%B•• C•••••• is a listed operating and real estate company (its own site: NYSE: BBX), not an office; it was a candidate only because the L•••• family foundation is filed in its care (issue #17 sweep).Factverifiedb•••••••••.com“••• Locked”
- Sep 12, 2026Candidate 45%in-care-of organisation on 2 private foundation(s) with $13,685,882 in assets (IRS); could be the family's investment company, its manager or its accountantInference
- Sep 12, 2026Candidate 45%in-care-of organisation on 2 private foundation(s) with $13,685,882 in assets (IRS); could be the family's investment company or its accountantInference
Team10 people, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| A••• B• L•••• | Chairman | Leadership | none on record | b•••••••••.com Fact |
| B•• S•••• H••••••• | J••••• S• L•••• s••••• a• t•• P•••••••• a•• C•••• E•••••••• O•••••• a•• a• d••••••• o• B•• C••••••• I••• | Leadership | none on record | b•••••••••.com Fact |
| D•••• F••••••• | Chief Accounting Officer | Leadership | none on record | b•••••••••.com Fact |
| J••••• S• L•••• | President & Chief Executive Officer | Leadership | none on record | b•••••••••.com Fact |
| J••• E• A••• | Vice Chairman | Leadership | none on record | b•••••••••.com Fact |
Full team · 10 peopleShow fewerdecision makers first
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| L••• A• M••••• | Executive Director | Leadership | none on record | b•••••••••.com Fact |
| S••• M• W••• | Executive Vice President | Leadership | none on record | b•••••••••.com Fact |
| T•••• F•••• | Director Of Marketing & Strategic Projects | Leadership | none on record | b•••••••••.com Fact |
| B•••• S••••••• | Chief Financial Officer | Operations and finance | none on record | b•••••••••.com Fact |
| M••••• B••••••••• | Special Advisor to BBX Community Relations | Other | none on record | b•••••••••.com Fact |
Signals and timeline6show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 6 events. 13F position changes are under Public stakes and holdings.
- Aug 19, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
- Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
- Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Sep 23, 2026Classification changed••• Lockedc•••••••••Factb•••••••••.com
- Dec 31, 2025Foundation holding up••• LockedFoundationFactapps.irs.gov
Full timeline · 6 eventsShow fewer
- Dec 31, 2025Foundation officer joined••• LockedFoundationFactapps.irs.gov
Investment mandateshow
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
- B•••••• B•••• I• I•• · shared principal · Aug 19, 2026 · via D•••• F••••••• Inference sec.gov
Fund and manager relationshipsshow
Funds held by the family's private foundation, from its Form 990-PF: the foundation reports each fund by name with its fair value. They are the foundation's holdings, never an amount the office itself committed.
| Fund | Manager | Held through | Foundation's fair value | Period | Basis |
|---|---|---|---|---|---|
| B••••••••• P•••••• C••••• F••• E••••• | B••••••••• Private Credit E••••• | SUSIE AND ALAN B LEVAN FAMILY | $2.1M | Dec 31, 2025 | Inference foundation tied to the office apps.irs.gov |
| B••••••••• P•••••• C••••• F••• E••••• | B••••••••• Private Credit E••••• | S•••• a•• A••• B• L•••• F••••• F••••••••• I•• | $1.0M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
Public stakes and holdingsshow
Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entities3show
Sources and evidence29show
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. 29 shown.
Score components
View all 29 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Description | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Description | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Description | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Foundation ico signal | B•• C•••••• F••••••••• I•• | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | ••• Locked | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Site mentions | Operating companies, real estate | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Site mentions | Operating companies, real estate | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Site mentions | Operating companies, real estate | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Site mentions | Real estate | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Site mentions | Real estate | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Website | ••• Locked | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) b•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Website title | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Website title | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
| Website title | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.com | Fact |
Not yet on record: direct investments, decision makers.