DFX Intelligence
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E••• C•••••• P•••••••
Single family office (probable)Top 500· Greenwich, CT
Single family office (probable), based in Greenwich, CT, with 33 direct investments on record.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Direct investments
- 33
- Decision makers
- 1 of 19
Deal announcements, Form D and filings
The office's site, Form ADV Schedule A and filings
As of · the latest observation of this office; filed figures carry their own filing dates
Nothing material in the last 365 days. Last change: 14 Sep 2026, ••• Locked.
Readings, classification basis and verificationidentity confidence 70% · 56 observations · 5 sourcesShowHide
Single family office (probable)Verified Sep 16, 2026 (7 days ago)19 people · 33 investments · 0 public positions · 2 events
Why this class: a filing by a third party describes it as a single family office (cited).
Direct investing
85
high
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 50% (high value, high value deep; the most valuable missing fact is fund relationships)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
How the office says it invests
- “••• Locked”e••••••••.com
- “••• Locked”e••••••••.com
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
- Classification
- Single family office (probable)
- Description
- ••• Locked
- Headquarters
- Greenwich, CT
- Office address
- unknown
- Business phone
- unknown
- Website
- e••••••••.com
- 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
- H••• family
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team19 people, 1 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J••• E••••• | Director | direct i••••••••• · investment decisions | email: ••• Locked (verified by provider, Sep 15, 2026) | e••••••••.com Fact |
| T•••• C•••••• | Vice President | direct i••••••••• · investment decisions | email: ••• Locked (verified by provider, Sep 15, 2026) | e••••••••.com Fact |
| M••••••• H••• family | Investment Director / Director | Family principal · investment decisions | none on record | e••••••••.com Fact |
| D••••• H•••• | Managing Director | Leadership · investment decisions | none on record | sec.gov Fact |
| W••••• S••••• | Chief Financial Officer | Operations and finance · investment decisions | none on record | e••••••••.com Fact |
Full team · 19 peopleShow fewerdecision makers first
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| C•••••••• W••• H••• family | Chairman and President | Family principal | email: ••• Locked (verified by provider, Sep 15, 2026) | en.wikipedia.org Fact |
| C•••••• F•••••• | Executive Assistant & Office Manager | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | e••••••••.com Fact |
| J••• E••••• | Director | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | e••••••••.com Fact |
| M•••••• F•••• | Director, Strategy & Research | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | e••••••••.com Fact |
| M••••• R•••••••• | Managing Director | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | e••••••••.com Fact |
| T•••• C•••••• | Vice President | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | e••••••••.com Fact |
| M••••••• H••• | Director | Leadership | none on record | e••••••••.com Fact |
| M••••••• K••••• | Fund Controller | Operations and finance | none on record | e••••••••.com Fact |
| M•••••• H•••••• | Finance Director | Operations and finance | none on record | e••••••••.com Fact |
| S••••• E••••••••• | Fund Controller | Operations and finance | none on record | e••••••••.com Fact |
| W••••• S••••• | Chief Financial Officer | Operations and finance | none on record | e••••••••.com Fact |
| D••••••• E•• G••••• B••••••• | Portfolio | Other | none on record | e••••••••.com Fact |
| O••••• H••••••• | Associate | Other | none on record | e••••••••.com Fact |
| S•••• G•••••• | Associate | Other | none on record | e••••••••.com Fact |
Office contact points
Signals and timeline2show
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.
- Feb 27, 2026Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
Investment mandateshow
••• Locked
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
- States
- none Fact
- Control
- unknown (33) Fact
- Sectors
- software (1) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- none Fact
- Direct vs fund
- Fund: 0 · Direct: 33 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 33 Fact
- Investment kinds
- portfolio listing (33) Fact
- First and last deal
- Last: unknown · First: unknown Fact
- Lead vs participant
- unknown (33) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
Inferred (regulatory shape and team)
- Direct investment team
- 2 Inferencenamed professionals with this responsibility
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments27 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Date not disclosed | w••••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | V••••••• B••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | Z••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | V••••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | U••• | Portfolio listing | software | unknown | unknown | none named | e••••••••.com Inference “••• Locked” |
| Date not disclosed | T••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | T•• D••• C•••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | S•••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | R•••••• M••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | P••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
All 27 investmentsShow fewermost recent first
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Date not disclosed | O•••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | N•••••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | M••••••• N••••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | M•••• W•••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | L•• L•••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | K••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | I•• G•••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | G•••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | F•••••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | F••••••• K•••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | C•••• P•••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | B••••••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | B••••• J•••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | B••• S••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | A••••••• G•••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | A•••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
| Date not disclosed | A• D•••• C•••••• | Portfolio listing | unknown | unknown | unknown | none named | e••••••••.com Fact “••• Locked” |
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
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Sources and evidence56show
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. 56 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (8)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+15 d••••• i••••••••• o• r•••••
+0 r••• (233)
Mandate confidence
+70 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (H••• family)
+20 f••••• p•••••••• o• s••••
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
+70 o••••••• d••••• i••••••••• (33 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
View all 56 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Description | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e••••••••.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e••••••••.com | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Edgar fts discovery | family office | Feb 27, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family involvement | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e••••••••.com | Fact |
| Family involvement | ••• Locked “chairman and president of E••• C•••••• P•••••••” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Family involvement | ••• Locked “chairman and president of E••• C•••••• P•••••••” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Family involvement | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e••••••••.com | Fact |
| Family served | H••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Formation year | 2011 “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e••••••••.com | Fact |
| Formation year | 2011 “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e••••••••.com | Fact |
| Headquarters | Greenwich, CT “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e••••••••.com | Fact |
| Headquarters | Greenwich, CT “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e••••••••.com | Fact |
| Investment thesis (stated) | ••• Locked | Sep 21, 2026 | The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) e••••••••.com | Fact |
| Office type (stated) | Single family office | Feb 27, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Portfolio listed | M•••• W•••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | A• D•••• C•••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | A•••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | A••••••• G•••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | B••• S••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | B••••• J•••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | B••••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | B••••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | C•••• P•••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | F••••••• K•••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | F•••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | G•••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | I•• G•••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | K••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | K••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | L•• L•••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | M••••••• N••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | N•••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | O•••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | P••••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | P••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | R•••••• M••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | S••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | S•••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | T••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | T•• D••• C•••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | T••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | U••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | V••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | W•••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | Z••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Portfolio listed | V••••••• B••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Team page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e••••••••.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e••••••••.com | Fact |
| Website | ••• Locked | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) e••••••••.com | Inference |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e••••••••.com | Fact |
Not yet on record: capital scale, last deployment.