Family office profile

F••••• O••••• P••••••• I••

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Rochester, NYOutsourced family office provideridentity confidence 80%f•••••••••.com

Why this class: the office describes itself as a outsourced family office (cited).

Not yet hand-verified
Last observed Sep 21, 2026 · 44 observations · 3 sources
16 people · 0 investments · 0 public positions · 2 events

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 31% (low value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Outsourced family office provider
Description
••• Locked
Headquarters
Rochester, NY
Office address
unknown
Business phone
unknown
Website
f•••••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$21.2M across 4 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 $21.2M. These are different facts and are never added together.
Classification history
  • Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
  • Sep 12, 2026Single family office (probable) 65%named as the family office administering 2 private foundation(s) with $10,603,166 in assets (IRS in-care-of)Inference
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
16 peopleshow
PersonTitleResponsibilityBusiness contactSource
A••••• C• K•••••Co-FounderLeadershipnone on record
A••••• C•••• B••••Senior Associate | Relationship Manager | Admin ManagerLeadershipnone on record
B••••••• R•••••••Managing Director | Private Wealth Advisory | Director of Insurance AdvisoryLeadershipnone on record
B••••••• T• D•••••••Founder | Managing PartnerLeadershipnone on record
J•••• M••Director of Family Office ServicesLeadershipnone on record
L•••• M••••Partner | Managing Director | Director of PlanningLeadershipnone on record
M•••••• B•••Director | Relationship Manager | Wealth StrategistLeadershipnone on record
P•••••• R• K•••••Co-FounderLeadershipnone on record
S••••• S• P••••••Founder | Partner | Director of OperationsLeadershipnone on record
T••••• D• F••••••Founder | Partner | Director of InvestmentsLeadershipnone on record
T••••• B••••••Senior Associate | Relationship ManagerLeadershipnone on record
A••• D•••••••Operations Project SpecialistOperations and finance
technology (from the bio)
none on record
T••••••• O••••Chief Operating OfficerOperations and financenone on record
P••••• P••••••Associate, Client ServicesOthernone on record
R•••• G•••••Associate, Client ServicesOthernone on record
S•••••••• L•••••••••Head of Business AdvancementOthernone on record
Office contact points
W••••••: ••• Locked (published by the subject) f•••••••••.com
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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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
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
4show
Signals and timeline
2show

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•••••••••Factno URL
  • Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
Sources and evidence
44show

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. 44 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 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+7 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($21,206,332)
+0 r••• (2154)
Mandate confidence
no components; scored 0
Identity confidence
+80 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
FactValueEffectiveSourceClass
Bios readbio-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Foundation ico signalL•••••• F••••••••• I••Dec 1, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Foundation ico signalT••••• G•••••• F••••• F•••••••••Dec 1, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Office type (stated)outsourced_family_officeSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Office type (stated)outsourced_family_officeSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Office type (stated)outsourced_family_officeSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Office type (stated)outsourced_family_officeSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Office type (stated)outsourced_family_officeSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Office type (stated)multi_family_officeAug 10, 2026GlobeNewswire releases that name a family office (discovery and investment records, quoted) g•••••••••.comFact
Office type (stated)multi_family_officeAug 10, 2026GlobeNewswire releases that name a family office (discovery and investment records, quoted) g•••••••••.comFact
Office type (stated)multi_family_officeJul 24, 2026GlobeNewswire releases that name a family office (discovery and investment records, quoted) g•••••••••.comFact
Office type (stated)multi_family_officeJul 24, 2026GlobeNewswire releases that name a family office (discovery and investment records, quoted) g•••••••••.comFact
Office type (stated)multi_family_officeJul 13, 2026GlobeNewswire releases that name a family office (discovery and investment records, quoted) g•••••••••.comFact
Office type (stated)multi_family_officeJul 13, 2026GlobeNewswire releases that name a family office (discovery and investment records, quoted) g•••••••••.comFact
Site mentionsprivate_equitySep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Site mentionsprivate_equitySep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Site mentionsprivate_equitySep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Site mentionsprivate_equitySep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Site mentionsprivate_equitySep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Team page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Website••• LockedSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) f•••••••••.comInference
Website••• LockedAug 10, 2026GlobeNewswire releases that name a family office (discovery and investment records, quoted) g•••••••••.comFact
Website••• LockedJul 24, 2026GlobeNewswire releases that name a family office (discovery and investment records, quoted) g•••••••••.comFact
Website••• LockedJul 13, 2026GlobeNewswire releases that name a family office (discovery and investment records, quoted) g•••••••••.comFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Website titleHome | F••••• O••••• P•••••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Website titleHome | F••••• O••••• P•••••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Website titleHome | F••••• O••••• P•••••••Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Website titleHome | F••••• O••••• P•••••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact
Website titleHome | F••••• O••••• P•••••••Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.comFact