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
B••• T•• C••••••• L••
The office, people and counterparty names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Berkeley Heights, New JerseySingle family office (probable)identity confidence 70%
Why this class: a filing by a third party describes it as a single family office (cited).
Verified Sep 16, 2026 (5 days ago)
Last observed Sep 16, 2026 · 11 observations · 3 sources
2 people · 1 investments · 0 public positions · 3 events
Real estate
20
moderate
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, co-investment.
Overviewshow
Profile completeness 28% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Single family office (probable)
- Description
- Real estate investment company offering institutional-quality deals via a technology platform, funded by family offices and institutional investors
- Headquarters
- Berkeley Heights, New Jersey
- 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 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
- Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth originshow
- Family served
- B••• T•••• capital comes from family offices, institutional investors, and high net worth investors, rather than a single serving family
- Source of wealth
- unknown
- Operating company origin
- unknown
Team2 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| A•••• A•••• | CEO | Leadership | none on record | globenewswire.com Fact |
| F••••• A••••• | COO | Operations and finance | none on record | globenewswire.com Fact |
Investment mandateshow
1 i••••••••• on the record (residential real estate); sectors: homebuilding; last deal 2017-01-01
Stated (their words, cited)
- Geography mandate
- Diversifies model leaseback i••••••••• across multiple geographies nationally Fact globenewswire.com“Model leasebacks allow investors to tap into some of the most attractive housing markets in the nation, while diversifying risk across multiple geographies and properties.”
- Check size low usd
- Targets the underserved $2M-$20M deal space Fact globenewswire.com“scaling institutional underwriting and due diligence processes to the underserved $2-$20M space”
- Check size high usd
- Targets the underserved $2M-$20M deal space Fact globenewswire.com“scaling institutional underwriting and due diligence processes to the underserved $2-$20M space”
Observed (from the investment record)
- States
- none Fact
- Control
- unknown (1) Fact
- Sectors
- homebuilding (1) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- residential real estate (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 0 · Real estate: 1 Fact
- Sponsors backed
- none Fact
- Investment count
- 1 Fact
- Investment kinds
- sale-leaseback (1) Fact
- First and last deal
- Last: 2017-01-01 · First: 2017-01-01 Fact
- Lead vs participant
- lead (1) Fact
- Disclosed check sizes
- Max: $6.0M · Min: $6.0M · Count: 1 Factamounts are only what a source disclosed; never backsolved from a round
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- Diversifies model leaseback i••••••••• across multiple geographies nationally
- Check size
- $2.0M to $20.0M
Direct investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
- U•••••• h••• b•••••• ••••• h••• p••••••••• Sale-leaseback · Jan 1, 2017 globenewswire.com
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Signals and timeline3show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.
- Jun 21, 2021Office discoveredB••• T•• C••••••• L•• described on SEC filings as 'family office' (424B4)DiscoveryFactsec.gov
- Sep 14, 2026Classification changedB••• T•• C••••••• L••: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (a filing by a third party describes it as a single family office (cited))c•••••••••Factno URL
- Jan 1, 2017Fund commitment disclosedB••• T•• C••••••• L•• invested in U•••••• h••• b•••••• ••••• h••• p•••••••••Fund relationshipsFactglobenewswire.com
Sources and evidence11show
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. 11 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (4 days)
Contactability
+15 n•••• d••••••••• (A•••• A•••• (CEO))
Data confidence
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1087)
Mandate confidence
+20 s••••• m•••••• o• t•• r•••••
+10 c•••• s••• s••••• ($2,000,000 to $20,000,000)
Identity confidence
+70 c••••••••• (PROBABLE_SFO (a filing by a third party describes it as a single family office (cited)))
Real estate propensity
+20 r••• e••••• i•••••••••
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (B••• T•••• capital comes from family offices, institutional investors, and high )
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Check size (high) | Targets the underserved $2M-$20M deal space “scaling institutional underwriting and due diligence processes to the underserved $2-$20M space” | Apr 25, 2018 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Check size (low) | Targets the underserved $2M-$20M deal space “scaling institutional underwriting and due diligence processes to the underserved $2-$20M space” | Apr 25, 2018 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Description | Real estate investment company offering institutional-quality deals via a technology platform, funded by family offices and institutional investors “B••• T•• C••••••• L•• is an innovative real estate investment company that aims to improve investing by providing institutional quality deals through an intelligent, easy-to-use technology platform.” | Apr 25, 2018 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Edgar fts discovery | family office | Jun 21, 2021 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family served | B••• T•••• capital comes from family offices, institutional investors, and high net worth investors, rather than a single serving family “B••• T•••• investors constitute family offices, institutional investors, and high net worth investors.” | Apr 25, 2018 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Geographic mandate | Diversifies model leaseback i••••••••• across multiple geographies nationally “Model leasebacks allow investors to tap into some of the most attractive housing markets in the nation, while diversifying risk across multiple geographies and properties.” | Apr 25, 2018 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Headquarters | Berkeley Heights, New Jersey “BERKELEY HEIGHTS, N.J., April 25, 2018” | Apr 25, 2018 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Office type (stated) | single_family_office | Jun 21, 2021 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Real estate strategy | Model leaseback strategy: acquires model homes from home builders and leases them back for 1-3 years before resale to retail buyers “B••• Top acquires these model homes from the builder and leases it back to them for 1-3 years, at the end of which the homes get resold to retail home buyers.” | Apr 25, 2018 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Website search | not_found | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |