Family office profile

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Minneapolis, MNCandidateidentity confidence 45%Top 500 by research priority

Why this class: in-care-of organisation on 2 private foundation(s) with $1,207,394,186 in assets (IRS); could be the family's investment company, its manager or its accountant.

Not yet hand-verified
Last observed Sep 21, 2026 · 5 observations · 2 sources
0 people · 0 investments · 0 public positions · 112 events
This entity is a candidate. One public signal put it on the graph (in-care-of organisation on 2 private foundation(s) with $1,207,394,186 in assets (IRS); could be the family's investment company, its manager or its accountant); it is not counted as a confirmed family office and nothing below should be read as saying it is one.

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.

Overview
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Profile completeness 9% (high value, high value shallow; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
unknown
Headquarters
Minneapolis, MN
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$1.2B 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 $1.2B. These are different facts and are never added together.
Classification history
  • Sep 12, 2026Candidate 45%in-care-of organisation on 2 private foundation(s) with $1,207,394,186 in assets (IRS); could be the family's investment company, its manager or its accountantInference
  • Sep 12, 2026Candidate 45%in-care-of organisation on 2 private foundation(s) with $1,207,394,186 in assets (IRS); could be the family's investment company or its accountantInference
Family and wealth origin
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Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
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No current professionals on the record.
Investment mandate
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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
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No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
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Funds held by the family's private foundation, from its Form 990-PF: the foundation reports each fund by name with its fair value. They are the foundation's holdings, never an amount the office itself committed.

FundManagerHeld throughFoundation's fair valuePeriodBasis
P••••• E•••••P••••• E•••••G•• F•••••••••$527MDec 31, 2024Inference foundation tied to the office apps.irs.gov
P•••••• C••••••G•• F•••••••••$202MDec 31, 2024Inference foundation tied to the office apps.irs.gov
R••• E••••• F•••• a•• P•••••••••R••• E••••• and P•••••••••G•• F•••••••••$9.1MDec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• 2••• A••••••••• I••••••••• L••A•••• 2••• A••••••••• I•••••••••B••••• W•• F•••••••••$5.7MDec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• 2••• A••••••••• I••••••••• L••A•••• 2••• A••••••••• I•••••••••B••••• W•• F•••••••••$3.5MDec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• 2••• A••••••••• I••••••••• L••A•••• 2••• A••••••••• I•••••••••B••••• W•• F•••••••••$3.3MDec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• S••••••••• I•• L••A•••• S•••••••••B••••• W•• F•••••••••$3.0MDec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• F•••••••• X•• L••A•••• F••••••••B••••• W•• F•••••••••$2.9MDec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• H••••• P••••••• I••• L••A•••• H•••••B••••• W•• F•••••••••$2.0MDec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• H••••• P••••••• I•• L••A•••• H•••••B••••• W•• F•••••••••$1.9MDec 31, 2024Inference foundation tied to the office apps.irs.gov
C•• C••••••• I••••• F••• I•• L•CIS C••••••• I•••••B••••• W•• F•••••••••$1.4MDec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• P•••• F••• I•• L••A•••• P••••B••••• W•• F•••••••••$1.4MDec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• 2••• A••••••••• I••••••••• L••A•••• 2••• A••••••••• I•••••••••B••••• W•• F•••••••••$1.2MDec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• M•• F••• I•• L••A•••• MPEB••••• W•• F•••••••••$805,616Dec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• S• S•••• B••••• F••• I••A•••• SG S•••• B•••••B••••• W•• F•••••••••$698,436Dec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• N•• X•• L••A•••• NGPB••••• W•• F•••••••••$523,831Dec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• C••••• V•• L••A•••• C•••••B••••• W•• F•••••••••$384,731Dec 31, 2024Inference foundation tied to the office apps.irs.gov
S•••••• G••• S•••• B••••••• C••••• I••••• F•••• L•S•••••• G••• S•••• B••••••• Credit I•••••B••••• W•• F•••••••••$343,654Dec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• S•••• B••••• F•••• L••A•••• S•••• B•••••B••••• W•• F•••••••••$329,427Dec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• C•••••••• O•• F•• L••A•••• invest Opp FdB••••• W•• F•••••••••$198,168Dec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• C•••• L••A•••• C•••B••••• W•• F•••••••••$176,005Dec 31, 2024Inference foundation tied to the office apps.irs.gov
C• P•••••• E••••• E••••••••• S•••••••• P••••••• I•• L•CF P•••••• Equity E••••••••• S••••••••B••••• W•• F•••••••••$112,095Dec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• E••••• F•••••• I•• L••A•••• E••••• F••••••B••••• W•• F•••••••••$62,608Dec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• E••••• I••••••• V• L••A•••• E••••• I•••••••B••••• W•• F•••••••••$39,800Dec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• C••• L••A•••• C••B••••• W•• F•••••••••$31,222Dec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• T•••• R••••••• F•• L••A•••• T•••• R••••••• F•B••••• W•• F•••••••••$26,821Dec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• N•• E••• P••• E•••• L••A•••• N•• E••• P••• E•••B••••• W•• F•••••••••$21,846Dec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• A•••• P•••••• E•••• L••A•••• A•••• P•••••• E•••B••••• W•• F•••••••••$19,119Dec 31, 2024Inference foundation tied to the office apps.irs.gov
C•••••• E••••• P•••• I•• L•••C•••••• E••••• P••••B••••• W•• F•••••••••$9,204Dec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• E••••• F••••••• L••A•••• E••••• F••••••B••••• W•• F•••••••••$7,178Dec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• E••••• I••••••• I••• L••A•••• E••••• I•••••••B••••• W•• F•••••••••$6,472Dec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• E••••• I••••••• I•• L••A•••• E••••• I•••••••B••••• W•• F•••••••••$2,499Dec 31, 2024Inference foundation tied to the office apps.irs.gov
A•••• O••••••••• D•••• L••A•••• O••••••••• D•••B••••• W•• F•••••••••$1,284Dec 31, 2024Inference foundation tied to the office apps.irs.gov
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
2show
Signals and timeline
80show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 80 of 112 shown. 13F position changes are under Public stakes and holdings.

  • Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
  • Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
Sources and evidence
5show

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. 5 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
+15 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,207,394,186)
+3 c••••••••• i••••••• u•••••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (392)
Mandate confidence
no components; scored 0
Identity confidence
+45 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
FactValueEffectiveSourceClass
Foundation ico signalB••••• W•• F•••••••••Dec 1, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation ico signalG•• F•••••••••Dec 1, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Website searchnot_foundSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 20, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 19, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference