DFX Intelligence
Family Office Intelligence
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
Tarte Family Office
120 Sunset Avenue, Palm Beach, FL 33480Family investment companyidentity confidence 85%Top 500 by research prioritytartecapital.com
Why this class: Its own release describes it as the private investment vehicle of Scott Tarte, which buys and operates private companies with the family's capital..
Verified Sep 13, 2026 (5 days ago)
Last observed Sep 16, 2026 · 36 observations · 3 sources
2 people · 8 investments · 0 public positions · 7 events
Identity
85
high
Data depth
70
high
Freshness
100
high
Active deployment
75
high
Direct investing
70
high
External managers
0
low
Private markets
60
high
Sponsor-friendly
60
high
Real estate
0
low
Co-investment
100
high
Contactability
20
moderate
Mandate confidence
90
high
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
Overview
Profile completeness 69% (high value, high value deep; the most valuable missing fact is decision maker)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Family investment company
- Description
- Platform plus bolt-on thesis; value-add in FP&A, sales, marketing, culture
- Headquarters
- 120 Sunset Avenue, Palm Beach, FL 33480
- Office address
- unknown
- Business phone
- unknown
- Website
- tartecapital.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
Classification history
- Sep 13, 2026Family investment company 85%Its own release describes it as the private investment vehicle of Scott Tarte, which buys and operates private companies with the family's capital.Factverifiedglobenewswire.com“The Tarte Family Office is the private investment vehicle of Scott Tarte, a Philadelphia-area entrepreneur with more than three decades of experience acquiring,”
- Sep 13, 2026Single family office (probable) 70%a press release by Tarte Capital describes it as a single family office (cited)Fact
- Sep 13, 2026Single family office (probable) 70%a press release by Tarte Capital describes it as a single family office (cited)Fact
- Sep 12, 2026Single family office (probable) 70%a press release by Genergy describes it as a single family office (cited)Fact
Family and wealth origin
- Family served
- Tarte family: Scott Tarte, wife Karen, children Evan, James and Kaitlin
- Source of wealth
- Operator-owner exits: Travel One (sold to American Express 1998, >$100M) and Sparks Marketing (sold 2023, >$600M)
- Operating company origin
- Sparks Marketing (experiential marketing agency, Philadelphia), owned and run by Scott Tarte for 20+ years
Team
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| Evan Tarte family | Co-head, Tarte Family Office; CFO of Genergy and TPD Design House | Family principal · investment decisions | email: evant [at] genergy.com (published by the subject) phone: 484-222-1112 (published by the subject) | tartecapital.com Fact |
| Scott Tarte family | Co-head, Tarte Family Office; Interim CEO, TPD Design House | Family principal · investment decisions | none on record | tartecapital.com Fact |
Former
Jeff Harrow, Co-acquirer and partner (Travel One, Sparks), until Sep 13, 2026
Office contact points
Investment mandate
1 investments on the record; last deal 2026-08-04
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
- States
- none Fact
- Control
- unknown (1) Fact
- Sectors
- none Fact
- Subsectors
- none Fact
- Co investors
- Tarte Family Office ( https://tartecapital (1) Fact
- Asset classes
- none Fact
- Direct vs fund
- Fund: 0 · Direct: 1 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 1 Fact
- Investment kinds
- direct investment (1) Fact
- First and last deal
- Last: 2026-08-04 · First: 2026-08-04 Fact
- Lead vs participant
- participant (1) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Factamounts are only what a source disclosed; never backsolved from a round
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- Yes; acquires operating companies directly
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- Stated forward focus: technology and data, energy, hospitality, experiential marketing
- Geography
- Not geography-bound; avoids remote-work-centric businesses
- Check size
- unknown
Direct investments
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026 | Utility Research Associates (URA) (add-on to Genergy) | Acquisition | Utility billing and sub-metering services | unknown · majority | unknown | Tarte Family Office (via Genergy) (sponsor) | prnewswire.com Fact “The acquisition is supported by the Tarte Family Office ( https://tartecapital.com/ ), Genergy's strategic financial partner.” |
| Aug 4, 2026 | Genergy | Direct investment | unknown | participant | unknown | none named | prnewswire.com Fact “I am confident our customers will benefit from expanded services, continued innovation, and a long-term commitment to excellence." The acqui” |
| n/a | Travel One (formerly Cherry Hill Travel) | Acquisition | Corporate travel management | lead · majority | unknown | Jeff Harrow (co investor) | tartecapital.com Fact “In 1988, Scott Tarte and his partner, Jeff Harrow, acquired a controlling interest in a mom-and-pop retail travel agency, “Cherry Hill Trave” |
| n/a | Medidata Solutions | Venture | Clinical trial software | participant · minority | unknown | none named | tartecapital.com Fact “Seeing the potential of Medidata’s automated software based model, the Tarte Family Office was one of the company’s seed investors.” |
| n/a | Schulson Collective | Direct investment | Hospitality / restaurants | unknown · minority | unknown | none named | tartecapital.com Fact “The Tarte Family Office has an investment stake in the Schulson Collective which owns and operates several of Philadelphia’s most successful” |
| n/a exit Aug 1, 2023 | Sparks Marketing, LLC (Sparks Exhibits, formerly Marlton Technologies) | Acquisition | Experiential marketing | participant | unknown | Jeff Harrow (co investor), EagleTree Capital (from late 2020) (co investor) | tartecapital.com Fact “In 2001, The Tarte Family Office was part of an acquisition group that acquired Sparks Exhibits.” |
| n/a | TPD Design House | Acquisition | Creative agency / luxury event design | lead · majority | unknown | none named | globenewswire.com Fact “The acquisition followed a court-approved Chapter 11 sale, with TPD's assets purchased free and clear of debt, and positioned for long-term ” |
| n/a | Genergy | Acquisition | Energy management / utility submetering and billing | unknown | unknown | Gristina family (co investor) | tartecapital.com Fact “In 2025, Tarte Family Office partnered with the Gristina family to acquire and operate Genergy.” |
Fund and manager relationships
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
Form 13F holdings
No 13F filing on the record for this office.
Real estate
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
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| Jeff Harrow | organisation | 2 | undated (historical) | Sparks Marketing, LLC (Sparks Exhibits, formerly Marlton Technologies), Travel One (formerly Cherry Hill Travel) | tartecapital.com |
| Tarte Family Office (via Genergy) | independent sponsor (sponsor) | 1 | Aug 4, 2026 | Utility Research Associates (URA) (add-on to Genergy) | prnewswire.com |
| Gristina family | organisation | 1 | undated (historical) | Genergy | tartecapital.com |
| EagleTree Capital (from late 2020) | organisation | 1 | undated (historical) | Sparks Marketing, LLC (Sparks Exhibits, formerly Marlton Technologies) | tartecapital.com |
- Jeff Harrow strong (3) Fact tartecapital.com
- Jeff Harrow strong (3) Fact tartecapital.com
- EagleTree Capital (from late 2020) recurring (2) Fact tartecapital.com
- Jeff Harrow strong (3) Fact tartecapital.com
- EagleTree Capital (from late 2020) recurring (2) Fact tartecapital.com
- Gristina family recurring (2) Fact tartecapital.com
- Gristina family recurring (2) Fact tartecapital.com
Independent sponsor relationships
- Tarte Family Office (via Genergy) Backed · Aug 4, 2026 Fact prnewswire.com
- Tarte Family Office (via Genergy) Backed · Aug 4, 2026 Fact prnewswire.com
Signals and timeline
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 7 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changedTarte Family Office: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (Its own release describes it as the private investment vehicle of Scott Tarte, which buys and operates private companies with the family's capital.)ClassificationFactglobenewswire.com
- Aug 5, 2026Office discoveredTarte Family Office The Tarte Family Office named as a single family office on globenewswireDiscoveryFactglobenewswire.com
- Aug 4, 2026Office discoveredTarte Family Office named as a single family office on prnewswireDiscoveryFactprnewswire.com
- Aug 4, 2026Portfolio add-on acquisitionGenergy acquires Utility Research Associates, supported by Tarte Family OfficeDirect investmentsFactprnewswire.com
- Aug 4, 2026Direct investmentTarte Family Office invested in Utility Research Associates (URA) (add-on to Genergy)Direct investmentsFactprnewswire.com
- Jul 30, 2026Portfolio add-on acquisitionTPD Design House joins the Tarte Family Office after Chapter 11 sale; Evan Tarte joins as CFODirect investmentsFactglobenewswire.com
- Aug 1, 2023Portfolio exitTarte Family Office exited Sparks Marketing, LLC (Sparks Exhibits, formerly Marlton Technologies)Direct investmentsFacttartecapital.com
Sources and evidence
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. 36 shown.
Score components
Freshness
+100 days since the newest source-dated fact or analyst verification (1 days)
Contactability
+10 verified business emails (1)
+10 verified business phones (1)
Data confidence
+10 website
+10 description
+10 stated mandate
+10 people
+15 investments
+15 independent sources (3 sources)
Active deployment
+50 dated private investments in last 24 months (Utility Research Associates (URA) (add-on to Genergy) (2026-08-04); Genergy (2026-08-04))
+25 a dated private investment in last 12 months (2026-08-04)
Exists confidence
+20 website
+30 independent sources (3 sources)
+30 analyst-verified
Research priority
+15 single family or family investment company
+15 direct investments on record
+10 deployed in last 24 months
+10 independent sponsor relationship
+5 no decision-maker yet (research would add one)
+0 rank (11)
Mandate confidence
+70 mandate supported by observed investments
+20 stated mandate on the record
Identity confidence
+85 classification (FAMILY_INVESTMENT_COMPANY (Its own release describes it as the private investment vehicle of Scott Tarte, which buys and operates private companies with the family's capital.))
Real estate propensity
no components; scored 0
Co investment propensity
+80 co-investors on the record (Jeff Harrow; Jeff Harrow; Gristina family; Gristina family; EagleTree Capital (from late 2020))
+20 participant in syndicated rounds
Family identity confidence
+60 wealth origin or operating company on the record
+40 family named (Tarte family: Scott Tarte, wife Karen, children Evan, James and Kaitlin)
+20 family principal on staff
Private markets propensity
+60 private markets investments observed
Current activity confidence
+50 dated private investment in 24 months
+25 a source-dated fact within 12 months (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+70 observed direct investments (8 on the record)
Independent sponsor propensity
+60 sponsor relationships on the record (Tarte Family Office (via Genergy); Tarte Family Office (via Genergy))
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Board participation | Family principals take executive roles in portfolio companies (Scott interim CEO of TPD; Evan CFO of TPD and Genergy) “Founder Vanessa Kreckel will continue leading TPD as Chief Creative Officer, while Scott Tarte will serve as Interim Chief Executive Officer.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Inference |
| Co invest behavior | Partners with founding families and co-acquisition groups (e.g. Gristina family at Genergy; Jeff Harrow at Travel One and Sparks) “In 2025, Tarte Family Office partnered with the Gristina family to acquire and operate Genergy.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Fact |
| Control preference | Control; generally 100% acquisitions “We generally acquire 100% of a company but will partner with existing management where beneficial.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Fact |
| Description | Track record: 20+ companies acquired, exits combined value over $750M “We have since exited those businesses for a combined value exceeding $750M and are now seeking new opportunities.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Fact |
| Description | Platform plus bolt-on thesis; value-add in FP&A, sales, marketing, culture “Platform companies that can support organic growth and bolt-on acquisitions” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Fact |
| Description | Private investment vehicle of Scott Tarte, Philadelphia-area entrepreneur; operates as Tarte Capital “The Tarte Family Office is the private investment vehicle of Scott Tarte, a Philadelphia-area entrepreneur with more than three decades of experience acquiring, building, and selling companies.” | Aug 5, 2026 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Enterprise value (high) | Target EBITDA upper bound $5M (EBITDA, not EV) “EBITDA in the $2M-$5M range” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Fact |
| Enterprise value (low) | Target EBITDA $2M to $5M (EBITDA, not EV) “EBITDA in the $2M-$5M range” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Fact |
| Family generation | First generation (founder Scott Tarte) with second generation (Evan) co-managing “He currently partners with Evan to manage the Tarte Family Office.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Inference |
| Family involvement | Office is headed by Scott Tarte and his son Evan Tarte “The office is a family affair and is headed by Scott and Evan Tarte.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Fact |
| Family served | Tarte family | n/a | DFX model output (classification rules, scores, mandates, matches) no URL | Inference |
| Family served | Tarte family: Scott Tarte, wife Karen, children Evan, James and Kaitlin “Scott has been married to his wife, Karen, for over 35 years and has three grown children: Evan, James and Kaitlin.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Fact |
| Formation year | 2001 (investing since 2001 per office) “Since 2001, the Tarte Family Office has acquired or been part of acquisition groups that have purchased over 20 companies across industries” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Geographic mandate | Not geography-bound; avoids remote-work-centric businesses “we value businesses where ownership is not chained to a specific geography” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Fact |
| Headquarters | 120 Sunset Avenue, Palm Beach, FL 33480 “120 Sunset Avenue Palm Beach · Florida · 33480” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Fact |
| Invests directly | Yes; acquires operating companies directly “We generally acquire 100% of a company but will partner with existing management where beneficial.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Fact |
| Legal entity | Tarte Capital (trade name used for the Tarte Family Office) “The momentum at Tarte Family Office continues with new activity at TPD Design House and Genergy.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Inference |
| Liquidity event | Sparks Marketing sold in 2023 for over $600 million “executed four strategic acquisitions, and ultimately sold the business in 2023 for over $600 million” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Fact |
| Office type (stated) | family_investment_company “The Tarte Family Office is the private investment vehicle of Scott Tarte, a Philadelphia-area entrepreneur with more than three decades of experience acquiring, building, and selling companies.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Office type (stated) | single_family_office | Aug 5, 2026 | GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com | Fact |
| Office type (stated) | single_family_office | Aug 5, 2026 | GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com | Fact |
| Office type (stated) | single_family_office | Aug 5, 2026 | GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com | Fact |
| Office type (stated) | single_family_office | Aug 4, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | single_family_office | Aug 4, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | single_family_office | Jul 30, 2026 | GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com | Fact |
| Office type (stated) | single_family_office | Jul 30, 2026 | GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com | Fact |
| Operating company origin | Sparks Marketing (experiential marketing agency, Philadelphia), owned and run by Scott Tarte for 20+ years “He spent over 20 years as the owner and CEO of Sparks, more than 10 years as the owner and COO of Travel One” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Fact |
| Sectors | Industry agnostic; history in travel, B2B marketing, light fabrication, F&B, hospitality, energy “Although our focus is "industry agnostic," our ideal acquisition candidates share certain common features.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Fact |
| Sectors | Stated forward focus: technology and data, energy, hospitality, experiential marketing “deepening the firm's expertise across technology and data, energy, hospitality, and experiential marketing” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Sponsor behavior | Does not require debt financing as a closing contingency “We typically do not require debt financing as a contingency to close.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Fact |
| Stage preference | Lower middle market founder-run companies needing operational support; historically also seed-stage (Medidata) “For 25 years, Tarte Capital has invested in founder-run companies operating in niche, relationship-driven industries who need operational support to expand their market footprint.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Source of wealth | Operator-owner exits: Travel One (sold to American Express 1998, >$100M) and Sparks Marketing (sold 2023, >$600M) “When the business was sold to American Express in 1998 for in excess of $100M, it was the sixth largest travel management company in the United States, with 1,400 employees and $900M in sales.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) tartecapital.com | Fact |
| Website | tartecapital.com | Sep 15, 2026 | DFX model output (classification rules, scores, mandates, matches) tartecapital.com | Inference |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) tartecapital.com | Fact |
| Website search | not_found | Sep 14, 2026 | DFX model output (classification rules, scores, mandates, matches) no URL | Inference |
| Website title | Tarte Capital | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) tartecapital.com | Fact |