A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

S••• F••••• O•••••

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New York, NYSingle family office (confirmed)identity confidence 75%

Why this class: SOJA Ventures, run by Oliver S•••, states that it is an extension of the S••• F••••• O•••••, the office of the S••• family..

Verified Sep 13, 2026 (6 days ago)
Last observed Sep 16, 2026 · 6 observations · 2 sources
1 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 25% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Single family office (confirmed)
Description
unknown
Headquarters
New York, NY
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. No public number of any kind.
Classification history
  • Sep 13, 2026Single family office (confirmed) 75%SOJA Ventures, run by Oliver S•••, states that it is an extension of the S••• F••••• O•••••, the office of the S••• family.Factverifiedsojaventures.com“The firm is an extension of the S••• F••••• O•••••”
  • Sep 12, 2026Single family office (probable) 70%a press release by Impact Partners describes it as a single family office (cited)Fact
Family and wealth origin
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Family served
S••• family
Source of wealth
unknown
Operating company origin
unknown
Team
1 peopleshow
PersonTitleResponsibilityBusiness contactSource
K••• M• S•••President, Fulcrum EquitiesLeadershipnone on record
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
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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 13, 2026Classification changedS••• F••••• O•••••: PROBABLE_SFO -> CONFIRMED_SFO (SOJA Ventures, run by Oliver S•••, states that it is an extension of the S••• F••••• O•••••, the office of the S••• family.)c•••••••••Factsojaventures.com
  • Nov 19, 2025Office discoveredS••• F••••• O••••• named as a single family office on prnewswireDiscoveryFactprnewswire.com
Sources and evidence
6show

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. 6 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (K••• M• S••• (President, Fulcrum Equities))
Data confidence
+10 p•••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 i••••••••• s•••••• (2 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1083)
Mandate confidence
no components; scored 0
Identity confidence
+75 c••••••••• (CONFIRMED_SFO (SOJA Ventures, run by Oliver S•••, states that it is an extension of the S••• F••••• O•••••, the office of the S••• family.))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (S••• family)
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (305 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Family servedS••• family
“Finally, Mr. S••• serves as President of Fulcrum Equities, LLC a single family Office ("SFO") that coordinates Mr. S•••'s family business and interests, and is an investor in real estate, operating co”
n/aDFX analyst research (General-assisted, every claim URL-cited) falconpacific.comFact
Office type (stated)single_family_office
“The firm is an extension of the S••• F••••• O•••••”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) sojaventures.comFact
Office type (stated)single_family_officeNov 19, 2025PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)single_family_officeNov 19, 2025PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Website searchnot_foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference