DFX Intelligence
Family office profile
S••••••• C••••••
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Granby, Connecticut (near Hartford)Single family office (probable)identity confidence 70%Top 500 by research prioritys••••••.com
Why this class: a filing by a third party describes it as a single family office (cited).
Verified Sep 16, 2026 (6 days ago)
Last observed Sep 22, 2026 · 49 observations · 5 sources
11 people · 7 investments · 0 public positions · 14 events
Direct investing
70
high
Sponsor-friendly
60
high
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, real estate, co-investment.
Overviewshow
Profile completeness 59% (high value, high value deep; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
How the office says it invests
- “••• Locked”s••••••.com
- “••• Locked”s••••••.com
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
- Classification
- Single family office (probable)
- Description
- ••• Locked
- Headquarters
- Granby, Connecticut (near Hartford)
- Office address
- unknown
- Business phone
- unknown
- Website
- s••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
Classification history
- Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
- Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth originshow
- Family served
- P••••••• family (J••••••• N• P•••••••)
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team11 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J••••••• N• P••••••• family | Managing Committee Member | Family principal · investment decisions | email: j••••••••@s••••••.com (unverified) | sec.gov Fact |
| A••• H•••••• | Executive Officer | Leadership | email: a•••••••@s••••••.com (unverified) | s••••••.com Fact |
| D•••• P••••••• | President | Leadership · investment decisions | email: d••••••••@s••••••.com (unverified) | s••••••.com Fact |
| D•••• P••••••• | President | Leadership | email: d••••••••@s••••••.com (unverified) | s••••••.com Fact |
| A••• H•••••• | Executive Officer | Operations and finance | email: a•••••••@s••••••.com (unverified) | s••••••.com Fact |
| D••• P••••• | CFO | Operations and finance | none on record | s••••••.com Fact |
| D•••••• P••••• | CFO | Operations and finance | none on record | s••••••.com Fact |
| H••••• R•• | COO | Operations and finance | none on record | s••••••.com Fact |
| H••••• R•• | COO | Operations and finance | none on record | s••••••.com Fact |
| J••• S••••••• | General Counsel | Operations and finance | none on record | s••••••.com Fact |
| J••• S••••••• | General Counsel | Operations and finance | none on record | s••••••.com Fact |
Office contact points
Investment mandateshow
••• Locked
Stated (their words, cited)
- Sectors
- M•••••• device and orthopedic manufacturing, plastics manufacturing Inference s••••••.com“••• Locked”
- Check size low usd
- Targets operating companies with $10-100M in revenue Fact s••••••.com“••• Locked”
- Control preference
- ••• Locked Fact s••••••.com“••• Locked”
- Check size high usd
- ••• Locked Fact s••••••.com“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- unknown (4), majority (2), minority (1) Fact
- Sectors
- medical devices (2), medical devices (spine) (2), medical devices (pediatric orthopedics) (2), plastics manufacturing (1) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- private equity (3), private credit (2), public equity (2) Fact
- Direct vs fund
- Fund: 0 · Direct: 7 · Real estate: 0 Fact
- Sponsors backed
- O••••••••• C••• (1) Fact
- Investment count
- 7 Fact
- Investment kinds
- buyout (3), acquisition financing (1), equity stake (1), ipo participation (1), debt financing (1) Fact
- First and last deal
- Last: 2021-03-11 · First: 2012-01-11 Fact
- Lead vs participant
- unknown (5), lead (2) Fact
- Disclosed check sizes
- Max: $35.0M · Min: $30.0M · Count: 2 Fact••• Locked
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- M•••••• device and orthopedic manufacturing, plastics manufacturing
- Geography
- unknown
- Check size
- $10.0M to $150M
Direct investments7 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Mar 11, 2021 | A••••••• H•••••••• I••• | Equity stake | medical devices (spine) | unknown · minority | unknown | none named | sec.gov Fact “••• Locked” |
| Jun 17, 2019 | V•••• | Acquisition financing | medical devices | unknown | $30.0M | O••••••••• C••• (sponsor), S••••••• C•••••• (lender) | s••••••.com Fact “••• Locked” |
| Nov 5, 2018 | A••••••• H•••••••• I••• | Debt financing | medical devices (spine) | unknown | $35.0M | S••••••• M•••••• F•••••• S•••••••• (lender) | s••••••.com Fact “••• Locked” |
| Oct 27, 2017 | O••••••••• C••• | Ipo participation | medical devices (pediatric orthopedics) | unknown | unknown | none named | s••••••.com Fact “••• Locked” |
| Jul 30, 2016 | F•••• P••••••• | Buyout | plastics manufacturing | unknown | unknown | none named | s••••••.com Fact “••• Locked” |
| Mar 27, 2014 | O••••••••• C••• | Buyout | medical devices (pediatric orthopedics) | lead · majority | unknown | none named | s••••••.com Fact “••• Locked” |
| Jan 11, 2012 | S•••••••• M•••••• L•• | Buyout | medical devices | lead · majority | unknown | none named | s••••••.com Fact “••• Locked” |
Fund and manager relationshipsshow
The office's own managers
- B••••• P•••••• E••••• A••••••• · private equity co-investment Fact “••• Locked” s••••••.com
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-investors3show
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| S••••••• C•••••• | organisation (lender) | 1 | Jun 17, 2019 (historical) | V•••• | s••••••.com |
| O••••••••• C••• | independent sponsor (sponsor) | 1 | Jun 17, 2019 (historical) | V•••• | s••••••.com |
| S••••••• M•••••• F•••••• S•••••••• | organisation (lender) | 1 | Nov 5, 2018 (historical) | A••••••• H•••••••• I••• | s••••••.com |
Independent sponsor relationships2show
- O••••••••• C••• Backed · Jun 17, 2019 Fact s••••••.com
- O••••••••• C••• Backed · Jun 17, 2019 Fact s••••••.com
Related entitiesshow
Signals and timeline14show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 14 events. 13F position changes are under Public stakes and holdings.
- Mar 7, 2019Office discoveredS••••••• C•••••• described on SEC filings as 'family office' (10-K)DiscoveryFactsec.gov
- Sep 14, 2026Classification changedS••••••• C••••••: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (a filing by a third party describes it as a single family office (cited))c•••••••••Factno URL
- Dec 1, 2025Portfolio add-on acquisitionF•••• P••••••• moves into new 80,000 square foot headquartersDirect investmentsFacts••••••.com
- Mar 11, 2021Direct investmentS••••••• C•••••• invested in A••••••• H•••••••• I•••Direct investmentsFactsec.gov
- Jun 17, 2019Direct investmentS••••••• C•••••• invested in V••••Direct investmentsFacts••••••.com
- Jun 17, 2019Portfolio add-on acquisitionS••••••• finances O•••••••••' acquisition of V••••Direct investmentsFacts••••••.com
- Nov 5, 2018Direct investmentS••••••• C•••••• invested in A••••••• H•••••••• I•••Direct investmentsFacts••••••.com
- Oct 27, 2017Direct investmentS••••••• C•••••• invested in O••••••••• C•••Direct investmentsFacts••••••.com
- Oct 27, 2017Portfolio exitO••••••••• completes IPO with S••••••• C•••••• participatingDirect investmentsFacts••••••.com
- Jul 30, 2016Direct investmentS••••••• C•••••• invested in F•••• P•••••••Direct investmentsFacts••••••.com
- Mar 27, 2014Direct investmentS••••••• C•••••• invested in O••••••••• C•••Direct investmentsFacts••••••.com
- Mar 27, 2014Direct investmentS••••••• acquires a controlling interest in O•••••••••Direct investmentsFacts••••••.com
- Jan 11, 2012Direct investmentS••••••• C•••••• invested in S•••••••• M•••••• L••Direct investmentsFacts••••••.com
- Jun 1, 2008Office formedD•••• P••••••• founds S••••••• C••••••OrganisationFacts••••••.com
Sources and evidence49show
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. 49 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
Data confidence
+10 w••••••
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+15 d••••• i••••••••• o• r•••••
+10 i••••••••• s•••••• r•••••••••
+0 r••• (64)
Mandate confidence
+70 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
+10 c•••• s••• s••••• ($10,000,000 to $150,000,000)
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (P••••••• family (J••••••• N• P•••••••))
+20 f••••• p•••••••• o• s••••
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
+70 o••••••• d••••• i••••••••• (7 on the record)
Independent sponsor propensity
+60 s•••••• r••••••••• o• t•• r••••• (O••••••••• C•••; O••••••••• C•••)
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset allocation stated | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Asset allocation stated | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Check size (high) | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s••••••.com | Fact |
| Check size (high) | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s••••••.com | Fact |
| Check size (low) | Targets operating companies with $10-100M in revenue “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s••••••.com | Fact |
| Check size (low) | Targets operating companies with $10-100M in revenue “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s••••••.com | Fact |
| Co invest behavior | Co-invests alongside B••••• P•••••• E••••• A••••••• “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s••••••.com | Fact |
| Co invest behavior | Co-invests alongside B••••• P•••••• E••••• A••••••• “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s••••••.com | Fact |
| Control preference | ••• Locked “••• Locked” | Mar 27, 2014 | DFX analyst research (General-assisted, every claim URL-cited) s••••••.com | Fact |
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Description | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Description | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Description | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Edgar fts discovery | family office | Mar 7, 2019 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family served | P••••••• family (J••••••• N• P•••••••) “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family served | P••••••• family (J••••••• N• P•••••••) “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Formation year | 2008 “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s••••••.com | Fact |
| Formation year | 2008 “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s••••••.com | Fact |
| Headquarters | Granby, Connecticut (near Hartford) “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Headquarters | Granby, Connecticut (near Hartford) “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Investment committee | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Investment committee | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Investment thesis (stated) | ••• Locked | Sep 21, 2026 | The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) s••••••.com | Fact |
| Office type (stated) | single_family_office | Mar 7, 2019 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s••••••.com | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s••••••.com | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Dec 1, 2025 | DFX analyst research (General-assisted, every claim URL-cited) s••••••.com | Fact |
| Sectors | M•••••• device and orthopedic manufacturing, plastics manufacturing “••• Locked” | Jul 30, 2016 | DFX analyst research (General-assisted, every claim URL-cited) s••••••.com | Inference |
| Site mentions | operating_companies,private_equity | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Site mentions | operating_companies,private_equity | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Site mentions | operating_companies,private_equity | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Site mentions | operating_companies,private_equity | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Team page url | https://s••••••.com/ | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Team page url | https://s••••••.com/ | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Team page url | https://s••••••.com/ | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Team page url | https://s••••••.com/ | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Team size total | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s••••••.com | Inference |
| Team size total | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s••••••.com | Inference |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Website | s••••••.com | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) s••••••.com | Inference |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Website title | Home - S••••••• C•••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Website title | Home - S••••••• C•••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Website title | Home - S••••••• C•••••• | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |
| Website title | Home - S••••••• C•••••• | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s••••••.com | Fact |