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
C••••• C•••• F••••• O••••••
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.
Denver, COMulti-family officeidentity confidence 90%Top 500 by research priorityc•••.com
Why this class: C••• describes itself as serving a select group of ultra-high-net-worth multigenerational families with investment and family office services..
Verified Sep 13, 2026 (7 days ago)
Last observed Sep 20, 2026 · 56 observations · 4 sources
16 people · 0 investments · 0 public positions · 7 events
Direct investing
15
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: external managers, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
Profile completeness 41% (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
- Multi-family office
- Description
- unknown
- Headquarters
- Denver, CO
- Office address
- 210 UNIVERSITY BLVD, SUITE 650, Denver, CO, 80206
- Business phone
- 303-862-9550
- Website
- c•••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $2.0B. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $2.0B as of Feb 24, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since May 4, 2011 · 16 employeesFact
- Client mix (Form ADV 5.D)
- High net worth individuals: 20 ($2.0B); Pooled investment vehicles: 6 ($50.9M)Fact
- Private funds advised
- 1 (PE n/a, VC n/a, hedge n/a, real estate n/a), gross assets $29.9MFact
- Elsewhere in DFX
- Independent Sponsor Intelligence (shared crd)
Classification history
- Sep 13, 2026Multi-family office 90%C••• describes itself as serving a select group of ultra-high-net-worth multigenerational families with investment and family office services.Factverifiedc•••.com“C••••• C•••• F••••• O•••••• (C•••) offers investment and portfolio management, as well as family office services, exclusively catering to a select group of ultr”
- Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
- Sep 12, 2026Multi-family office 90%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
- Sep 12, 2026Multi-family office 85%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Family and wealth originshow
- 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.
Team16 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| C•••• M•••••••• | Chief Investment Officer | Chief investment officer · investment decisions | email: c••••@c•••.com (verified by provider, Sep 12, 2026) | c•••.com Fact |
| J•••• P••••••• | Senior Partner, Investments | Direct investments · investment decisions | email: j••••@c•••.com (verified by provider, Sep 12, 2026) | c•••.com Fact |
| M••••• A••••• | Investment Associate | Direct investments · investment decisions | email: m•••••@c•••.com (verified by provider, Sep 12, 2026) | c•••.com Fact |
| B••• S••••• | Partner, Tax and Estate Planning | Leadership | email: b•••@c•••.com (verified by provider, Sep 12, 2026) | c•••.com Fact |
| C•••• M•••••••• | Vice President, Investments | Leadership | email: c••••@c•••.com (verified by provider, Sep 12, 2026) | c•••.com Fact |
| H••••• J•••••• | Executive Assistant & Office Manager | Leadership | email: h•••••@c•••.com (verified by provider, Sep 12, 2026) | c•••.com Fact |
| J•••• B••••• | Senior Partner | Leadership | email: j••••@c•••.com (verified by provider, Sep 12, 2026) | c•••.com Fact |
| J••• O••• | Director, Accounting and Client Services | Leadership | email: j•••@c•••.com (verified by provider, Sep 12, 2026) | c•••.com Fact |
| J• N••••• | Vice President, Accounting | Leadership | none on record | c•••.com Fact |
| K•••• W• B•••• | Managing Partner | Leadership | none on record | c•••.com Fact |
| K•••• W•••••• B•••• | Managing M•••••/chief Compliance Officer | Leadership | none on record | |
| P•••• S••••• C•• | Director, Accounting and Client Services | Leadership | email: p••••@c•••.com (verified by provider, Sep 12, 2026) | c•••.com Fact |
| S•••• H•••••• C•• | Director, Accounting and Client Services | Leadership | email: s••••@c•••.com (verified by provider, Sep 12, 2026) | c•••.com Fact |
| T•••••• J• U•••• | Managing Partner | Leadership | email: t••@c•••.com (verified by provider, Sep 12, 2026) | c•••.com Fact |
| T•••••• J••• U•••• | Partner | Leadership | email: t••@c•••.com (verified by provider, Sep 12, 2026) | |
| W•••••• B••••••• N•••• | M••••• | Leadership | none on record |
Office contact points
Office address: 210 UNIVERSITY BLVD, SUITE 650, Denver, CO, 80206 (published by the subject) adviserinfo.sec.gov
Investment mandateshow
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 investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Its own private funds (Form ADV Schedule D 7.B.(1))
Each fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.
| Fund | Type | Gross asset value | Related share | Reported | Form D |
|---|---|---|---|---|---|
| C••• S••••• F•••• L•• | Other Private Fund | $29.3M Mar 22, 2024 | 1% | May 28, 2020 to now |
Investment vehicles (SEC Form D)
- C••• S••••• F•••• L•• · shared principal · Jan 11, 2024 · via T•••••• J• U•••• Inference sec.gov
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. This office is also on the sponsor graph; see Elsewhere in DFX above.
Related entities6show
Signals and timeline7show
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 changedC••••• C•••• F••••• O••••••: OUTSOURCED_FAMILY_OFFICE -> CONFIRMED_MFO (C••• describes itself as serving a select group of ultra-high-net-worth multigenerational families with investment and family office services.)c•••••••••Factc•••.com
- Sep 12, 2026Classification changedC••••• C•••• F••••• O••••••: CONFIRMED_MFO -> CONFIRMED_MFO (registered adviser named as a family office serving many clients: a m••••••••• o••••• by construction)c•••••••••Inferenceno URL
- Sep 12, 2026Classification changedC••••• C•••• F••••• O••••••: CONFIRMED_MFO -> OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited))c•••••••••Factno URL
- Sep 11, 2026Office discoveredC••••• C•••• F••••• O•••••• found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
- Mar 22, 2024Fund gross assets upC••• S••••• F•••• L••: gross asset value $22.4M to $29.3M between the 2023-03-24 and 2024-03-22 filings (+31%)VehiclesFactadviserinfo.sec.gov
- May 28, 2020Private fund first reportedC••••• C•••• F••••• O•••••• first reported C••• S••••• F•••• L•• on F••• ADV at $8.7M gross asset valueVehiclesFactadviserinfo.sec.gov
- Feb 25, 2021Fund gross assets upC••• S••••• F•••• L••: gross asset value $8.7M to $19.2M between the 2020-06-24 and 2021-02-25 filings (+122%)VehiclesFactadviserinfo.sec.gov
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••••••••• (4 days)
Contactability
+40 n•••• d••••••••• (T•••••• J••• U•••• (Partner); W•••••• B••••••• N•••• (M•••••); K•••• W•••••• B•••• (Managing M•••••/chief Compliance Officer))
+30 v••••••• b••••••• e••••• (12)
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+17 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($2,022,261,509)
+8 m••••••••• o•••••
+4 F••• D• v••••••• l•••••
+5 o• a•••••• D•• g••••
+0 r••• (132)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (CONFIRMED_MFO (C••• describes itself as serving a select group of ultra-high-net-worth multigenerational families with investment and family office services.))
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••••• (4 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-02-24 | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | C••••• C•••• F••••• O•••••• | TC Capital Management, LLC | C••••• C•••• F••••• O••••••, LLC | Sep 20, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | C••••• C•••• F••••• O•••••• | TC Capital Management, LLC | C••••• C•••• F••••• O••••••, LLC | Sep 19, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | C••••• C•••• F••••• O•••••• | TC Capital Management, LLC | C••••• C•••• F••••• O••••••, LLC | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 1 | Mar 22, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $29.3M | Mar 22, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Share of its funds owned by itself and related persons | N | Mar 22, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,portfolio_management_pooled_vehicles,portfolio_management_businesses_institutions | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2011-05-04 | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Bios read | bio-fo-1 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Branch offices | 2 | Sep 20, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 2 | Sep 19, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 2 | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | 303-862-9550 | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 20 | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"high_net_worth_individuals":{"clients":20,"raum_usd":1971346647,"fewer_than_5":false},"pooled_investment_vehicles":{"clients":6,"raum_usd":50914862,"fewer_tha | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Employees | 16 | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Denver, CO | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Independent Sponsor Intelligence entity | C••••• C•••• F••••• O•••••• (capital_provider) | Sep 20, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | C••••• C•••• F••••• O•••••• (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | C••••• C•••• F••••• O•••••• (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | C••••• C•••• F••••• O•••••• (capital_provider) | Sep 11, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Legal form | Limited Liability Company | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | 210 UNIVERSITY BLVD, SUITE 650, Denver, CO, 80206 | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | outsourced_family_office | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Office type (stated) | multi_family_office “C••••• C•••• F••••• O•••••• (C•••) offers investment and portfolio management, as well as family office services, exclusively catering to a select group of ultra-high-net-worth multigenerational famil” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) c•••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Private funds advised | 1 | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $29.9M | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• accounts | 1,284 | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• hnw usd | $2.0B | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• usd | $2.0B | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 6 | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Team page url | https://c•••.com/ | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Team page url | https://c•••.com/ | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Team page url | https://c•••.com/ | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Team page url | https://c•••.com/ | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Team page url | https://c•••.com/ | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Team page url | https://c•••.com/ | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Website | c•••.com “office w•••••• c•••.com” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) c•••.com | Fact |
| Website | c•••.com | Feb 24, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Website title | C••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Website title | C••• | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Website title | C••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Website title | C••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |
| Website title | C••• | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) c•••.com | Fact |