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L••••••••• C••••••

Multi-family office· Tequesta

Multi-family office, based in Tequesta.

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

Decision makers
1 of 9
The office's site, Form ADV Schedule A and filings
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 90% · 30 observations · 3 sourcesShow
Multi-family officeVerified Sep 13, 2026 (9 days ago)9 people · 0 investments · 0 public positions · 3 events

Why this class: L••••••••• C••••••'s own w•••••• describes it as a m••••••••• o••••• serving a select group of families..

Direct investing
15
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, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 44% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Multi-family office
Description
••• Locked
Headquarters
Tequesta
Office address
unknown
Business phone
unknown
Website
l•••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. No public number of any kind.
Classification history
  • Sep 13, 2026Multi-family office 90%L••••••••• C••••••'s own w•••••• describes it as a m••••••••• o••••• serving a select group of families.Factverifiedl•••••.com“••• Locked”
  • Sep 12, 2026Multi-family office 85%its own press release describes it as a multi family office (cited)Fact
  • Sep 12, 2026Multi-family office 70%a press release by Elevation Point describes it as a multi family office (cited)Fact
  • Sep 12, 2026Multi-family office 85%its own press release describes it as a multi family office (cited)Fact
Team
9 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
T••••• B• M••••Partner, Investment Committee Member, Portfolio ManagerDirect investments · investment decisions
email: ••• Locked (verified by provider, Sep 15, 2026)
T••••• J• C•••••Partner, Investment Committee Member, Senior Portfolio ManagerDirect investments · investment decisions
email: ••• Locked (verified by provider, Sep 15, 2026)
A••••• J• P•••M••••••• Partner, Investment Committee HeadLeadership
email: ••• Locked (verified by provider, Sep 21, 2026)
K••••••• R• B••••Principal, Investment Committee MemberLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
F••••••• F••••••M••••••• Partner, Investment Committee HeadLeadershipnone on record
Full team · 9 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
A••••• L• C••••••Director of OperationsOperations and financenone on record
C•••• A••••Senior Client AssociateOthernone on record
J••• E• D••••Senior Client AssociateOthernone on record
S•••••••• S••••Client AssociateOthernone on record
Office contact points
W••••••: ••• Locked (published by the subject) l•••••.com
Signals and timeline
3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

  • Sep 13, 2026Classification changed••• Lockedc•••••••••Factl•••••.com
  • Jun 22, 2026Office discovered••• LockedDiscoveryFactprnewswire.com
  • Nov 5, 2025Office discovered••• LockedDiscoveryFactprnewswire.com
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
States
none Fact
Control
unknown (1) Fact
Sectors
none Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
none Fact
Direct vs fund
Fund: 0 · Direct: 1 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
1 Fact
Investment kinds
direct investment (1) Fact
First and last deal
Last: 2026-06-22 · First: 2026-06-22 Fact
Lead vs participant
lead (1) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
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
show
Sources and evidence
30show

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. 30 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (4)
Data confidence
+10 w••••••
+10 d•••••••••
+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
+8 m••••••••• o•••••
+0 r••• (2092)
Mandate confidence
no components; scored 0
Identity confidence
+90 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
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
View all 30 observations
FactValueEffectiveSourceClass
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
HeadquartersTequestaJun 22, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Office type (stated)Multi family officeSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Office type (stated)Multi family officeSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Office type (stated)Multi family officeSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Office type (stated)Multi family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) l•••••.comFact
Office type (stated)Multi family officeJun 22, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeJun 22, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeJun 22, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeNov 5, 2025PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Multi family officeNov 5, 2025PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Website••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) l•••••.comFact
Website••• LockedJun 22, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••.comFact

Not yet on record: direct investments, capital scale, last deployment.