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CandidateNot hand-verified in 180 days· Annapolis, MD

Candidate, based in Annapolis, MD.

Composed from this office's classification, location and record.

Foundation assets
$49.8M
Form 990-PF
Find similar officesMandate
As of · the latest observation of this office; filed figures carry their own filing dates
This entity is a candidate. One public signal put it on the graph; it is not counted as a confirmed family office and nothing below should be read as saying it is one.

Nothing material in the last 365 days. Last change: 12 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 40% · 4 observations · 2 sourcesShow
CandidateNot yet hand-verified0 people · 0 investments · 0 public positions · 19 events

Why this class: in-care-of organisation on 1 private foundation(s) with $24,918,380 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.

Profile completeness 9% (low value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Candidate
Description
unknown
Headquarters
Annapolis, MD
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$49.8M 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 $49.8M. These are different facts and are never added together.
Classification history
  • Sep 12, 2026Candidate 40%in-care-of organisation on 1 private foundation(s) with $24,918,380 in assets (IRS); could be the family's investment company, its manager or its accountantInference
  • Sep 12, 2026Candidate 40%in-care-of organisation on 1 private foundation(s) with $24,918,380 in assets (IRS); could be the family's investment company or its accountantInference
Team
show
No current professionals on the record.
Signals and timeline
19show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 19 events. 13F position changes are under Public stakes and holdings.

  • Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
  • Dec 31, 2024Foundation assets changed••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
Full timeline · 19 events
  • Dec 31, 2024Foundation officer left••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer left••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer left••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer left••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation officer left••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation officer left••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation officer left••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation officer left••• LockedFoundationFactapps.irs.gov
Investment mandate
show
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 investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
show
Form 13F holdings
No 13F filing on the record for this office.
Real estate
show
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
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
2show
Sources and evidence
4show

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
+5 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (660 days)
Contactability
no components; scored 0
Data confidence
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 i••••••••• s•••••• (2 sources)
Research priority
+8 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($49,836,760)
+3 c••••••••• i••••••• u•••••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (941)
Mandate confidence
no components; scored 0
Identity confidence
+40 c••••••••• (••• Locked)
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
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
View all 4 observations
FactValueEffectiveSourceClass
Foundation ico signalN••••• S•••••Dec 1, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
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 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference

Not yet on record: direct investments, decision makers, last deployment.