DFX Intelligence
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I••••••••• C••••••
Family investment companyTop 500· Greenwich, CT
Family investment company, based in Greenwich, CT.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Direct investments
- Not established
- Decision makers
- Not established
- Foundation assets
- $100M
- Last deployment
- Not established
Form 990-PF
As of · the latest observation of this office; filed figures carry their own filing dates
What we can say about this record
We hold 16 observations from 3 sources for this office, the latest this month. No direct investment in the last year, stated check size or sponsor relationship is on record. It is still the right record for resolving this office, its family and its people.
Readings, classification basis and verificationidentity confidence 75% · 16 observations · 3 sourcesShowHide
Family investment companyVerified Sep 16, 2026 (7 days ago)2 people · 0 investments · 0 public positions · 2 events
Why this class: W. R. B•••••• Corporation's proxy describes I••••••••• C••••••, Inc. of Greenwich as a company substantially owned and controlled by W•••••• R. B••••••..
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
- Family investment company
- Description
- unknown
- Headquarters
- Greenwich, CT
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $100M 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 $100M. These are different facts and are never added together.
Classification history
- Sep 13, 2026Family investment company 75%W. R. B•••••• Corporation's proxy describes I••••••••• C••••••, Inc. of Greenwich as a company substantially owned and controlled by W•••••• R. B••••••.Factverifiedsec.gov“••• Locked”
- Sep 12, 2026Candidate 40%in-care-of organisation on 1 private foundation(s) with $100,005,000 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 $100,005,000 in assets (IRS); could be the family's investment company or its accountantInference
Family and wealth originshow
- Family served
- B•••••• family
- Source of wealth
- unknown
- Operating company origin
- unknown
Team2 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| M••••••• J• B•••••• family | S••••••••• T••••••••• B•••••• F••••• F••••••••• I••• | Family principal · investment decisions | none on record | |
| W• R••••• B•••••• J•• family | D•••••••• I••••••••• C••••••• I•••• C•••••••• W••• B•••••• C••••••••• | Family principal · investment decisions | none on record | sec.gov Fact |
Former
W•••••• R• B••••••, C••••••• a•• P•••••••• ••••••••• F•••••• a•• E•••••••• C•••••••• W••• B•••••• C•••••••••, until Sep 16, 2026
Investment mandateshow
••• Locked
Stated (their words, cited)
- Asset classes
- ••• Locked Fact marketscreener.com“••• Locked”
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
- Invests in U.S. middle-market companies across a broad range of sectors and industries, including providing buyout financing
- 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
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
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 timeline2show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changed••• Lockedc•••••••••Factsec.gov
- Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
Sources and evidence16show
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. 16 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
no components; scored 0
Data confidence
+10 s••••• m••••••
+10 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+10 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($100,005,000)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (169)
Mandate confidence
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+75 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (B•••••• family)
+20 f••••• p•••••••• o• s••••
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
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) marketscreener.com | Fact |
| Asset classes | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) marketscreener.com | Fact |
| Board participation | ••• Locked “I••••••••• C••••••, Inc.” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) marketscreener.com | Fact |
| Board participation | ••• Locked “I••••••••• C••••••, Inc.” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) marketscreener.com | Fact |
| Family involvement | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family involvement | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family served | B•••••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Formation year | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Formation year | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Foundation ico signal | B•••••• F••••••••• f•• H••••••••• B•••• a•• D•••••••• | Dec 1, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Office type (stated) | family_investment_company “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Philanthropy program | ••• Locked “W•••••• R• B•••••• (President)” | Dec 31, 2024 | DFX analyst research (General-assisted, every claim URL-cited) projects.propublica.org | Fact |
| Website search | not_found | Sep 21, 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 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |