DFX Intelligence
Family office profile
F•••• I••••••••• M•••••••••
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North Haven, CTCandidateidentity confidence 30%f•••••••••.com
Why this class: in-care-of organisation on 1 private foundation(s) with $579,338 in assets (IRS); could be the family's investment company, its manager or its accountant.
Not yet hand-verified
Last observed Sep 21, 2026 · 10 observations · 3 sources
2 people · 1 investments · 0 public positions · 3 events
This entity is a candidate. One public signal put it on the graph (in-care-of organisation on 1 private foundation(s) with $579,338 in assets (IRS); could be the family's investment company, its manager or its accountant); it is not counted as a confirmed family office and nothing below should be read as saying it is one.
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 38% (low value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Candidate
- Description
- unknown
- Headquarters
- North Haven, CT
- Office address
- unknown
- Business phone
- unknown
- Website
- f•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $579,338 across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. Related foundation assets $579,338. 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 $579,338 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 $579,338 in assets (IRS); could be the family's investment company or its accountantInference
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.
Team2 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| L••• C••••••••• | Portfolio Manager/Chief Investment Officer | Chief investment officer · investment decisions | email: ••• Locked (published by the subject) | f•••••••••.com Fact |
| B•••• G•••• | Managing Director | Leadership | email: ••• Locked (published by the subject) | f•••••••••.com Fact |
Office contact points
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 (1) Fact
- Sectors
- none Fact
- Subsectors
- none Fact
- Co investors
- none 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
- portfolio listing (1) Fact
- First and last deal
- Last: unknown · First: unknown Fact
- Lead vs participant
- unknown (1) 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 investments1 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| n/a | A•• y•• r••••• | Portfolio listing | unknown | unknown | unknown | none named | f•••••••••.com Fact “••• Locked” |
Fund and manager relationshipsshow
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.
| Fund | Manager | Held through | Foundation's fair value | Period | Basis |
|---|---|---|---|---|---|
| I••••••••• G••••• • I••••• C• F• | G••••• I••••• Cl F2 | H•••• H• R•••••• T•••• U• F•• | $61,351 | Mar 31, 2025 | Inference foundation tied to the office apps.irs.gov |
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 entities1show
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.
- Sep 12, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
- Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
- Mar 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
Sources and evidence10show
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. 10 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• e••••• (2)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+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
+-1 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($579,338)
+3 c••••••••• i••••••• u•••••••••
+3 d••••• i••••••••• o• r•••••
+0 r••• (2206)
Mandate confidence
+10 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
+15 o••••••• d••••• i••••••••• (1 on the record)
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Foundation ico signal | H•••• H• R•••••• T•••• U• F•• | Mar 1, 2026 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Portfolio page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website | ••• Locked | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) f•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website title | Home | B•••• G•••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |