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B••• C••••••

CandidateNot hand-verified in 180 days· Boston, MA

Candidate, based in Boston, MA.

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

Foundation assets
$42.2M
Form 990-PF
Last deployment
Sep 2026
The latest dated investment or commitment on record
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Mandate
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.

What matters now

  1. +1
    new vehicle, 12 months

    1 vehicle linked to it by a shared principal appeared on Form D on 22 Sep 2026 (A••••• D•••• R••• L•••).

    A new vehicle is capital being raised or parked for a specific purpose: a co-investment vehicle means a deal the office is in that no announcement names yet.

    InferenceSEC Form D and Form ADV; Form D vehicles linked by a shared principalFor Sponsors seeking co-investors, fund managersIts funds and vehicles →
Readings, classification basis and verificationidentity confidence 40% · 12 observations · 3 sourcesShow
CandidateNot yet hand-verified38 people · 0 investments · 0 public positions · 4 events

Why this class: in-care-of organisation on 1 private foundation(s) with $42,162,630 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 31% (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
••• Locked
Headquarters
Boston, MA
Office address
unknown
Business phone
unknown
Website
b•••••••••
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$42.2M 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 $42.2M. 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 $42,162,630 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 $42,162,630 in assets (IRS); could be the family's investment company or its accountantInference
Team
38 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
A••• A••••••PartnerLeadership
phone: ••• Locked (published by the subject, Nov 14, 2024)
A•••••••• A••••••Vice President, TreasuryLeadershipnone on record
A•••• A•••••••PrincipalLeadershipnone on record
A••••• B•••••PartnerLeadershipnone on record
C••••• A••••••••DirectorLeadershipnone on record
Full team · 38 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
C•••• A•Managing DirectorLeadershipnone on record
C•••• A•••••Vice President, Sustainability & ImpactLeadershipnone on record
D••••• A•••••••••PartnerLeadershipnone on record
D•••• A•••PartnerLeadershipnone on record
E•••• A•••••••Managing DirectorLeadershipnone on record
E••• A•••••••PartnerLeadershipnone on record
G••••••• A•••••Vice PresidentLeadershipnone on record
G•••••• A••••••Managing DirectorLeadershipnone on record
G•••••••• A••••••PrincipalLeadershipnone on record
G••••• B•••Managing DirectorLeadershipnone on record
J•••• B•••Managing DirectorLeadershipnone on record
J••• B•••••••PartnerLeadershipnone on record
J••• B•••••••••Senior Advisory PartnerLeadershipnone on record
K•• A•••••Co-ChairmanLeadershipnone on record
L••• B••••PartnerLeadershipnone on record
M•••• A••••••••PartnerLeadershipnone on record
M••••• A••••Vice PresidentLeadershipnone on record
P••• A••••Head of Partner ServicesLeadershipnone on record
S••••• B•••Vice PresidentLeadershipnone on record
S••• B•••••••Director, Product SpecialistLeadershipnone on record
S•••••• A••••Vice President, ComplianceLeadershipnone on record
S••••• B•••••Senior Advisory PartnerLeadershipnone on record
T••• A••••PartnerLeadershipnone on record
T••••• B•••••PrincipalLeadershipnone on record
T•• A••••Managing DirectorLeadershipnone on record
U•••• B•••••PartnerLeadershipnone on record
V••••••• B••••DirectorLeadershipnone on record
C•••• B••••••••Associate General CounselOperations and financenone on record
D•••• C• B•••Head of CLO Fund FinanceOperations and financenone on record
I•••• A••AnalystOperations and financenone on record
A••• A•••••••••Head of Compensation & BenefitsOthernone on record
E•••••• A•••••••Head of Communications & Public AffairsOthernone on record
P•••••• A••••••AssociateOthernone on record
Office contact points
W••••••: ••• Locked (published by the subject) b•••••••••.com
Signals and timeline
4show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.

  • Sep 22, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
  • Jul 1, 2025New investment vehicle••• LockedVehiclesInferencesec.gov
  • Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
  • Sep 30, 2024Foundation assets changed••• 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.
Investment vehicles (SEC Form D)
  • A••••• D•••• R••• L••• · shared principal · Sep 22, 2026 · via T••• A•••• Inference sec.gov
  • B••• C•••••• H••• I••••• F•••••• L••• · shared principal · Jul 31, 2026 · via T••• A•••• Inference sec.gov
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
3show
Sources and evidence
12show

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. 12 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• p••••• (1)
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)
Research priority
+8 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($42,162,630)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (1861)
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
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 12 observations
FactValueEffectiveSourceClass
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Foundation ico signalJ••• C•••••••• C••••••••• T••••Sep 1, 2025IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Site mentionsPrivate credit, private equity, real estate, ventureSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website••• LockedSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) b•••••••••.comInference
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact

Not yet on record: direct investments, decision makers.