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M•••••• W••••• • B••••••• M•••
Candidate, based in Beverly Hills, CA, with 2 direct investments on record.
Composed from this office's classification, location and record.
- Direct investments
- 2
Nothing material in the last 365 days. Last change: 12 Sep 2026, ••• Locked.
Readings, classification basis and verificationidentity confidence 30% · 24 observations · 3 sourcesShowHide
Why this class: in-care-of organisation on 1 private foundation(s) with $1 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: external managers, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
- Classification
- Candidate
- Description
- unknown
- Headquarters
- Beverly Hills, CA
- Office address
- unknown
- Business phone
- unknown
- Website
- m•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
- Sep 12, 2026Candidate 30%in-care-of organisation on 1 private foundation(s) with $1 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 $1 in assets (IRS); could be the family's investment company or its accountantInference
Teamshow
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 12, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
- Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
Investment mandateshow
••• Locked
- States
- none Fact
- Control
- unknown (2) Fact
- Sectors
- none Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- none Fact
- Direct vs fund
- Fund: 0 · Direct: 2 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 2 Fact
- Investment kinds
- portfolio listing (2) Fact
- First and last deal
- Last: unknown · First: unknown Fact
- Lead vs participant
- unknown (2) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments2 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Date not disclosed | S••• | Portfolio listing | unknown | unknown | unknown | none named | m•••••••••.com Fact “••• Locked” |
| Date not disclosed | C•••••••• F••• C•• •••••••• R••••••••• S••••••• | Portfolio listing | unknown | unknown | unknown | none named | m•••••••••.com Fact “••• Locked” |
Fund and manager relationshipsshow
Public stakes and holdingsshow
Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entities1show
Sources and evidence24show
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. 24 shown.
Score components
View all 24 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Foundation ico signal | M••• I• H••••• F••••••••• I•• | Dec 1, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Portfolio listed | C•••••••• Form CRS | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio listed | S••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio listed | C•••••••• Form CRS | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio listed | S••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio listed | C••••••••• C••••••• P•••••• A•• ••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio listed | C•••••••• Form CRS | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio listed | S••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website | ••• Locked | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) m•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website title | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website title | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website title | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
Not yet on record: decision makers, capital scale, last deployment.