Family office profile

C•••• P•••••• V•••••••

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Stamford, CTSingle family office (confirmed)identity confidence 85%

Why this class: Point72's own leadership page for A••••• B• C•••• (independent of our 2017 SEC source) states C•••• P•••••• V••••••• manages family office activities on behalf of S••••• A. C•••• and his family..

Verified Sep 16, 2026 (7 days ago)
Last observed Sep 20, 2026 · 22 observations · 3 sources
4 people · 1 investments · 0 public positions · 8 events
Direct investing
15
moderate
Private markets
10
low
Real estate
25
moderate

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: external managers, sponsor-friendly, co-investment.

Overview
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Profile completeness 41% (high value, high value shallow; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Single family office (confirmed)
Description
unknown
Headquarters
Stamford, CT
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. No public number of any kind.
Classification history
  • Sep 15, 2026Single family office (confirmed) 90%Point72's own corporate history page (independent of our SEC proxy source, which only used the abbreviation 'CPV') identifies C•••• P•••••• V••••••• as the vehicle Steve C•••• established for his personal and family i•••••••••; WealthManagement/Bloomberg coverage separately and independently calls it 'Steve C••••'s family office.'Factverifiedwealthmanagement.com••• Locked
  • Sep 15, 2026Single family office (confirmed) 85%Point72's own leadership page for A••••• B• C•••• (independent of our 2017 SEC source) states C•••• P•••••• V••••••• manages family office activities on behalf of S••••• A. C•••• and his family.Factverifiedpoint72.com••• Locked
  • Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
  • Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
  • Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
  • Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth origin
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Family served
M•••••• family office activities on behalf of S••••• A. C•••• and his family
Source of wealth
unknown
Operating company origin
unknown
Team
4 peopleshow
PersonTitleResponsibilityBusiness contactSource
A••••• B• C••••Chief Investment Officer and Co-FounderChief investment officer · investment decisionsnone on record
S••••• a• C•••• familyFounderFamily principal · investment decisionsnone on record
S••••• a• C••••FounderLeadershipnone on record
T••• K••••••Partner and Head of Real EstateReal estate · investment decisionsnone on record
Investment mandate
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••• Locked

Stated (their words, cited)
Sectors
••• Locked Fact familywealthreport.com
••• Locked
Asset classes
••• Locked Fact files.adviserinfo.sec.gov
••• Locked
Control preference
••• Locked Fact files.adviserinfo.sec.gov
••• Locked
Observed (from the investment record)
States
none Fact
Control
minority (1) Fact
Sectors
banking (1) Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
public equity (1) Fact
Direct vs fund
Fund: 0 · Direct: 1 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
1 Fact
Investment kinds
public equity stake with board seat (1) Fact
First and last deal
Last: 2018-10-12 · First: 2018-10-12 Fact
Lead vs participant
unknown (1) Fact
Disclosed check sizes
Max: $24.2M · Min: $24.2M · Count: 1 Fact
••• Locked
Inferred (regulatory shape and team)
Real estate team
1 Inference
named professionals with this responsibility
Invests directly
unknown
Allocates to managers
unknown
Asset classes
Invests in private equity (including venture and growth capital) and real estate, directly or through externally-managed funds
Sectors
Real estate team's initial focus is office, industrial, multifamily and retail, with flexibility to expand
Geography
unknown
Check size
unknown
Direct investments
1 dealsshow
DateCompanyKindSectorRoleAmountWithSource
Oct 12, 2018R••••••• F•••• B•••••• I••Public equity stake with board seatbankingunknown · minority$24.2Mnone named
sec.gov Fact
••• Locked
Fund and manager relationships
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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
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Form 13F holdings
No 13F filing on the record for this office.
Real estate
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No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
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No co-investor on the record.
Independent sponsor relationships
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No cited relationship to an independent sponsor.
Related entities
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Signals and timeline
8show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 8 events. 13F position changes are under Public stakes and holdings.

  • Mar 31, 2023Office discovered••• LockedDiscoveryFactsec.gov
  • Dec 1, 2017Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 15, 2026Classification changed••• Lockedc•••••••••Factpoint72.com
  • Sep 15, 2026Classification changed••• Lockedc•••••••••Factwealthmanagement.com
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
  • Aug 12, 2021Direct investment program launched••• LockedOrganisationFactfamilywealthreport.com
  • Oct 12, 2018Direct investment••• LockedDirect investmentsFactsec.gov
Sources and evidence
22show

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. 22 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
Data confidence
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+3 d••••• i••••••••• o• r•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (766)
Mandate confidence
+10 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+85 c••••••••• (••• Locked)
Real estate propensity
+25 r••• e••••• p••••••••• o• s••••
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (••• Locked)
+20 f••••• p•••••••• o• s••••
Private markets propensity
+10 s••••• v••••••
Current activity confidence
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
+15 o••••••• d••••• i••••••••• (1 on the record)
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Asset classes••• Locked
••• Locked
Oct 18, 2024DFX analyst research (General-assisted, every claim URL-cited) files.adviserinfo.sec.govFact
Board participation••• Locked
••• Locked
Oct 12, 2018DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Control preference••• Locked
••• Locked
Oct 18, 2024DFX analyst research (General-assisted, every claim URL-cited) files.adviserinfo.sec.govFact
Control preference••• Locked
••• Locked
Aug 12, 2021DFX analyst research (General-assisted, every claim URL-cited) familywealthreport.comFact
Edgar fts discoveryfamily officeMar 31, 2023SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Edgar fts discoveryfamily officeDec 1, 2017SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family involvement••• Locked
••• Locked
Oct 18, 2024DFX analyst research (General-assisted, every claim URL-cited) files.adviserinfo.sec.govFact
Family servedC•••• family
••• Locked
n/aDFX analyst research (General-assisted, every claim URL-cited) point72.comFact
Family servedC•••• family
••• Locked
n/aDFX analyst research (General-assisted, every claim URL-cited) point72.comFact
Family served••• Locked
••• Locked
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) point72.comFact
Legal entity••• Locked
••• Locked
Oct 18, 2024DFX analyst research (General-assisted, every claim URL-cited) files.adviserinfo.sec.govFact
Legal entity••• Locked
••• Locked
Oct 18, 2024DFX analyst research (General-assisted, every claim URL-cited) files.adviserinfo.sec.govFact
Office type (stated)single_family_office
••• Locked
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) point72.comFact
Office type (stated)single_family_office
••• Locked
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) wealthmanagement.comFact
Office type (stated)single_family_officeMar 31, 2023SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Office type (stated)single_family_officeDec 1, 2017SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Real estate strategy••• Locked
••• Locked
Oct 18, 2024DFX analyst research (General-assisted, every claim URL-cited) files.adviserinfo.sec.govFact
Sectors••• Locked
••• Locked
Aug 12, 2021DFX analyst research (General-assisted, every claim URL-cited) familywealthreport.comFact
Website searchnot_foundSep 20, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference