Family Office Intelligence
S•••••• I••••••••• L• F••• 2•
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Why this class: An SEC transfer restriction agreement filed by Alphabet Inc. in 2015 names S•••••• Investments L.P. and S•••••• Investments L.P. Fund II as Eric S••••••'s own Permitted Entities alongside himself and his family living trust, and the agreement is signed by Eric E. S•••••• as authorized signatory, confirming this is his personal investment vehicle rather than an outside firm..
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
- Family investment vehicle
- Description
- unknown
- Headquarters
- CA
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $2.0B 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 $2.0B. These are different facts and are never added together.
- Sep 14, 2026Family investment vehicle 90%An SEC transfer restriction agreement filed by Alphabet Inc. in 2015 names S•••••• Investments L.P. and S•••••• Investments L.P. Fund II as Eric S••••••'s own Permitted Entities alongside himself and his family living trust, and the agreement is signed by Eric E. S•••••• as authorized signatory, confirming this is his personal investment vehicle rather than an outside firm.Factverifiedsec.gov“S•••••• Investments L.P. and S•••••• Investments L.P. Fund II”
- Sep 14, 2026Candidate 40%named on a family foundation's 990-PF as substantial contributor (T•• S•••••• F••••• F•••••••••)Inferenceapps.irs.gov“S•••••• I••••••••• L• F••• 2•”
Family and wealth originshow
- Family served
- S•••••• family
- Source of wealth
- unknown
- Operating company origin
- unknown
Teamshow
Investment mandateshow
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
Fund and manager relationshipsshow
Public stakes and holdingsshow
Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entities1show
Signals and timeline1show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.
- Sep 14, 2026Classification changedS•••••• I••••••••• L• F••• 2•: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_VEHICLE (An SEC transfer restriction agreement filed by Alphabet Inc. in 2015 names S•••••• Investments L.P. and S•••••• Investments L.P. Fund II as Eric S••••••'s own Permitted Entities alongside himself and his family living trust, and the agreement is signed by Eric E. S•••••• as authorized signatory, confirming this is his personal investment vehicle rather than an outside firm.)c•••••••••Factsec.gov
Sources and evidence8show
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. 8 shown.
Score components
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Family served | S•••••• family | n/a | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Foundation contributor | T•• S•••••• F••••• F••••••••• | Dec 31, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Office type (stated) | family_investment_vehicle “S•••••• Investments L.P. and S•••••• Investments L.P. Fund II” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Website search | not_found | Sep 21, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 20, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 19, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |