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CandidateNot hand-verified in 180 days· Vista, CA

Candidate, based in Vista, CA, with 3 direct investments on record.

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

Direct investments
3
Deal announcements, Form D and filings
Foundation assets
$849,732
Form 990-PF
Find similar officesDirect investments (3)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.

Nothing material in the last 365 days. Last change: 12 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 30% · 2 observations · 2 sourcesShow
CandidateNot yet hand-verified0 people · 3 investments · 0 public positions · 12 events

Why this class: in-care-of organisation on 1 private foundation(s) with $849,732 in assets (IRS); could be the family's investment company, its manager or its accountant.

Direct investing
45
elevated

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.

Profile completeness 25% (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
unknown
Headquarters
Vista, CA
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$849,732 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 $849,732. These are different facts and are never added together.
Classification history
  • Sep 19, 2026Candidate 30%in-care-of organisation on 1 private foundation(s) with $849,732 in assets (IRS); could be the family's investment company, its manager or its accountantInference
  • Sep 12, 2026Not a family office 80%the firm's own site describes another business, not a family office (cited)Fact
  • Sep 12, 2026Not a family office 80%the office describes itself as a not family office (cited)Fact
  • Sep 12, 2026Candidate 30%in-care-of organisation on 1 private foundation(s) with $849,732 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 $849,732 in assets (IRS); could be the family's investment company or its accountantInference
Team
show
No current professionals on the record.
Office contact points
Website: ••• Locked (published by the subject) c•••••••••.com
Signals and timeline
12show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 12 events. 13F position changes are under Public stakes and holdings.

  • Sep 12, 2026Classification changed••• Lockedc•••••••••Factno URL
  • Sep 12, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
  • Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
  • May 31, 2025Foundation officer left••• LockedFoundationFactapps.irs.gov
  • May 31, 2024Foundation officer left••• LockedFoundationFactapps.irs.gov
Full timeline · 12 events
  • May 31, 2024Foundation officer left••• LockedFoundationFactapps.irs.gov
  • May 31, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • May 31, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • May 31, 2024Foundation officer joined••• LockedFoundationFactapps.irs.gov
  • May 31, 2022Foundation assets changed••• LockedFoundationFactapps.irs.gov
  • May 31, 2022Foundation officer left••• LockedFoundationFactapps.irs.gov
  • May 31, 2022Foundation officer joined••• LockedFoundationFactapps.irs.gov
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
States
none Fact
Control
unknown (3) Fact
Sectors
none Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
none Fact
Direct vs fund
Fund: 0 · Direct: 3 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
3 Fact
Investment kinds
portfolio listing (3) Fact
First and last deal
Last: unknown · First: unknown Fact
Lead vs participant
unknown (3) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
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
2 dealsshow
DateCompanyKindSectorRoleAmountWithSource
Date not disclosedA•••• i• B•Portfolio listingunknownunknownunknownnone named
cornerstone.com Fact
“••• Locked”
Date not disclosedA•••• i• U•Portfolio listingunknownunknownunknownnone named
cornerstone.com Fact
“••• Locked”
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
1show
Sources and evidence
2show

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. 2 shown.

Score components
Freshness
+5 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (509 days)
Contactability
no components; scored 0
Data confidence
+10 p•••••
+15 i•••••••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 i••••••••• s•••••• (2 sources)
Research priority
+0 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($849,732)
+3 c••••••••• i••••••• u•••••••••
+9 d••••• i••••••••• o• r•••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (935)
Mandate confidence
+30 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+30 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
+45 o••••••• d••••• i••••••••• (3 on the record)
Independent sponsor propensity
no components; scored 0
View all 2 observations
FactValueEffectiveSourceClass
Foundation ico signalF•••••• S••••• o• S••••••• A••••••May 1, 2025IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Website searchNot foundSep 20, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference

Not yet on record: decision makers, last deployment.