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L•••••••• W••••• S••••••• L••

CandidateNot hand-verified in 180 days· New York, NY

Candidate, based in New York, NY, with 3 direct investments on record.

Composed from this office's classification, location and record.

Direct investments
3
Deal announcements, Form D and filings
Foundation assets
$3.2M
Form 990-PF
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Direct investments (3)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
This entity is a candidate. One public signal put it on the graph; it is not counted as a confirmed family office and nothing below should be read as saying it is one.

Nothing material in the last 365 days. Last change: 12 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 30% · 33 observations · 3 sourcesShow
CandidateNot yet hand-verified4 people · 3 investments · 0 public positions · 2 events

Why this class: in-care-of organisation on 1 private foundation(s) with $952,400 in assets (IRS); could be the family's investment company, its manager or its accountant.

Direct investing
45
elevated

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 44% (low value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Candidate
Description
••• Locked
Headquarters
New York, NY
Office address
unknown
Business phone
unknown
Website
l•••••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$3.2M across 2 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. Related foundation assets $3.2M. These are different facts and are never added together.
Classification history
  • Sep 12, 2026Candidate 30%in-care-of organisation on 1 private foundation(s) with $952,400 in assets (IRS); could be the family's investment company, its manager or its accountantInference
  • Sep 12, 2026Candidate 40%in-care-of organisation on 1 private foundation(s) with $952,400 in assets (IRS); could be the family's investment company or its accountantInference
Team
4 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
J•••• F••••••Owner/PresidentLeadership
email: ••• Locked (published by the subject)
J••••• B•••••Director of OperationsOperations and finance
email: ••• Locked (published by the subject)
C•••••••• P•••••Financial AdvisorOther
email: ••• Locked (published by the subject)
F•••••••• F••••LPL ResearchOthernone on record
Office contact points
Business phone: ••• Locked (published by the subject) l•••••••••.com
W••••••: ••• Locked (published by the subject) l•••••••••.com
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 12, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
  • Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
States
none Fact
Control
unknown (3) Fact
Sectors
none Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
none Fact
Direct vs fund
Fund: 0 · Direct: 3 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
3 Fact
Investment kinds
portfolio listing (3) Fact
First and last deal
Last: unknown · First: unknown Fact
Lead vs participant
unknown (3) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
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
3 dealsshow
DateCompanyKindSectorRoleAmountWithSource
Date not disclosedS•••Portfolio listingunknownunknownunknownnone named
l•••••••••.com Fact
“••• Locked”
Date not disclosedF•••••••• F••• C••Portfolio listingunknownunknownunknownnone named
l•••••••••.com Fact
“••• Locked”
Date not disclosedA•••••• V•••Portfolio listingunknownunknownunknownnone named
l•••••••••.com Fact
“••• Locked”
Fund and manager relationships
show

Funds held by the family's private foundation, from its Form 990-PF: the foundation reports each fund by name with its fair value. They are the foundation's holdings, never an amount the office itself committed.

FundManagerHeld throughFoundation's fair valuePeriodBasis
I••••••••• i• L•••••••• G••••• S•••••• S•••••••• F•••• L•Investment in L•••••••• Global Special S••••••••L•••••••• F•••••••••$1.6MDec 31, 2024Inference foundation tied to the office apps.irs.gov
Public stakes and holdings
show
Form 13F holdings
No 13F filing on the record for this office.
Real estate
show
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
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
2show
Sources and evidence
33show

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. 33 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (J•••• F•••••• (Owner/President))
+30 v••••••• b••••••• e••••• (3)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+3 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($3,165,280)
+3 c••••••••• i••••••• u•••••••••
+9 d••••• i••••••••• o• r•••••
+0 r••• (1597)
Mandate confidence
+30 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+30 c••••••••• (••• Locked)
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••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+45 o••••••• d••••• i••••••••• (3 on the record)
Independent sponsor propensity
no components; scored 0
View all 33 observations
FactValueEffectiveSourceClass
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Description••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Foundation ico signalL•••••••• F•••••••••Dec 1, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Portfolio listedF•••••••• F••• C••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedS•••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedA•••••• V•••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedA•••••• V•••Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedF•••••••• F••• C••Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedC••••••••• C••••••• P•••••• A•• •••••Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedS•••Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Team page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website••• LockedSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) l•••••••••.comInference
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact

Not yet on record: decision makers, last deployment.