DFX Intelligence
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.
Family office profile
S••••••••• F••••• O••••• I••
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Dover, MAMulti-family officeidentity confidence 90%s•••••••••.com
Why this class: Dover MA independent family office providing administration and consolidated reporting to multiple ultra-high-net-worth families..
Verified Sep 13, 2026 (7 days ago)
Last observed Sep 20, 2026 · 17 observations · 3 sources
14 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 38% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Multi-family office
- Description
- AC S••••••••• is the private office for your family, bringing clarity, connection, and thoughtful management to every aspect of your life.
- Headquarters
- Dover, MA
- Office address
- unknown
- Business phone
- unknown
- Website
- s•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $5.7M 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 $5.7M. These are different facts and are never added together.
Classification history
- Sep 13, 2026Multi-family office 90%Dover MA independent family office providing administration and consolidated reporting to multiple ultra-high-net-worth families.Factverifieds•••••••••.com“We provide best-in-class financial administration, objective counsel, strategic thinking, asset oversight, and consolidated reporting to ultra-high-net-worth fa”
- Sep 12, 2026Single family office (probable) 60%named as the family office administering 1 private foundation(s) with $3,867,889 in assets (IRS in-care-of)Inference
Family and wealth originshow
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team14 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| A•• J••••••• | Managing Director, | Leadership | none on record | acstreamline.com Fact |
| A••••• L•••• C••••• | Director, | Leadership | none on record | acstreamline.com Fact |
| G•••••• S••••• | Manager, | Leadership | none on record | acstreamline.com Fact |
| K•••• S••••••• | Managing Partner, | Leadership | none on record | acstreamline.com Fact |
| R•••••• S••••••• | Managing Director, | Leadership | none on record | acstreamline.com Fact |
| T••••• P•••••• | Managing Director, | Leadership | none on record | acstreamline.com Fact |
| A••••••••• P•••••• | Associate, | Other | none on record | acstreamline.com Fact |
| K•• N••••• | Associate, | Other | none on record | acstreamline.com Fact |
| K•• W•••• | Senior Associate, | Other | none on record | acstreamline.com Fact |
| M••••••• M••••• | Senior Associate, | Other | none on record | acstreamline.com Fact |
| S••••••• L••••• | Associate, | Other | none on record | acstreamline.com Fact |
| S•••••••• C•••••• | Associate, | Other | none on record | acstreamline.com Fact |
| T•••••• W••• | Associate, | Other | none on record | acstreamline.com Fact |
| V•••••• G••••• | Associate, | Other | none on record | acstreamline.com Fact |
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 |
|---|---|---|---|---|---|
| P••••• M••••••• L•• | P••••• M•••••• | P••••• F••••••••• | $1.9M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| I••••••••• R••••• O••••••• ••••• A••••••• R••••• S•••• • O•••••••• | I••••••••• R••••• | P••••• F••••••••• | $708,457 | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| H••••• E••••••••• L•• | H••••• Equity | P••••• F••••••••• | $159,460 | 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 changedS••••••••• F••••• O••••• I••: PROBABLE_SFO -> CONFIRMED_MFO (Dover MA independent family office providing administration and consolidated reporting to multiple ultra-high-net-worth families.)c•••••••••Facts•••••••••.com
- Sep 12, 2026Office discoveredS••••••••• F••••• O••••• I•• named as in-care-of on P••••• F••••••••• ($3,867,889 in assets)DiscoveryInferenceapps.irs.gov
- Dec 31, 2024Foundation dropped a fundP••••• F••••••••• no longer reports HIGHVISTA PRIVATE EQUITY III, LP (was $0.0M) on its 2024-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2024Foundation dropped a fundP••••• F••••••••• no longer reports ABSOLUTE RETURN STRATEGIES - OFFSHORE, LTD. (was $0.5M) on its 2024-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2024Foundation added a fundP••••• F••••••••• first reports I••••••••• R••••• O••••••• ••••• A••••••• R••••• S•••• • O•••••••• at $0.7M on its 2024-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2023Foundation dropped a fundP••••• F••••••••• no longer reports ABERDEEN U.S. PRIVATE EQUITY III, LP (was $0.0M) on its 2023-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2023Foundation added a fundP••••• F••••••••• first reports HIGHVISTA PRIVATE EQUITY III, LP at $0.0M on its 2023-12-31 returnFoundationFactapps.irs.gov
Sources and evidence17show
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. 17 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (4 days)
Contactability
+40 n•••• d••••••••• (K•••• S••••••• (Managing Partner,); A•• J••••••• (Managing Director,); A••••• L•••• C••••• (Director,))
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+4 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($5,696,651)
+8 m••••••••• o•••••
+0 r••• (1832)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (CONFIRMED_MFO (Dover MA independent family office providing administration and consolidated reporting to multiple ultra-high-net-worth families.))
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••••• (4 days)
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 |
|---|---|---|---|---|
| Description | AC S••••••••• is the private office for your family, bringing clarity, connection, and thoughtful management to every aspect of your life. | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) acstreamline.com | Fact |
| Description | AC S••••••••• is the private office for your family, bringing clarity, connection, and thoughtful management to every aspect of your life. | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) acstreamline.com | Fact |
| Foundation ico signal | P••••• F••••••••• | Dec 1, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Office type (stated) | multi_family_office | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) acstreamline.com | Fact |
| Office type (stated) | multi_family_office | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) acstreamline.com | Fact |
| Office type (stated) | multi_family_office “We provide best-in-class financial administration, objective counsel, strategic thinking, asset oversight, and consolidated reporting to ultra-high-net-worth families” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Team page url | https://www.acstreamline.com/ | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) acstreamline.com | Fact |
| Team page url | https://www.acstreamline.com/ | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) acstreamline.com | Fact |
| Team page url | https://www.acstreamline.com/ | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) acstreamline.com | Fact |
| Website | s•••••••••.com “office w•••••• s•••••••••.com” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Website | s•••••••••.com | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) s•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) acstreamline.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) acstreamline.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | AC S••••••••• | Private Family Office | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) acstreamline.com | Fact |
| Website title | AC S••••••••• | Private Family Office | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) acstreamline.com | Fact |