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M•••••• M••••••••• C••• I••
Single family office (probable), based in New York, NY, with 4 direct investments on record.
Composed from this office's classification, location and record.
- Direct investments
- 4
- Decision makers
- 1 of 2
Nothing material in the last 365 days. Last change: 14 Sep 2026, ••• Locked.
Readings, classification basis and verificationidentity confidence 70% · 28 observations · 4 sourcesShowHide
Why this class: a filing by a third party describes it as a single family office (cited).
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
- Classification
- Single family office (probable)
- Description
- ••• Locked
- Headquarters
- New York, NY
- Office address
- unknown
- Business phone
- unknown
- Website
- m•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
- 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
Team2 people, 1 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J••• S••••• family | Vice President | Family principal · investment decisions | none on record | phillipsedison.com Fact |
| J••• S••••• | Vice President | Leadership | none on record | sec.gov Fact |
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.
- Mar 23, 2026Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
Investment mandateshow
••• Locked
- States
- none Fact
- Control
- unknown (4) Fact
- Sectors
- real estate (2) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- none Fact
- Direct vs fund
- Fund: 0 · Direct: 4 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 4 Fact
- Investment kinds
- portfolio listing (4) Fact
- First and last deal
- Last: unknown · First: unknown Fact
- Lead vs participant
- unknown (4) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments4 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Date not disclosed | S•• L•••• P••••••••• R• | Portfolio listing | unknown | unknown | unknown | none named | m•••••••••.com Fact “••• Locked” |
| Date not disclosed | P••• S••••• A••••••••• P••••••••• R• | Portfolio listing | real estate | unknown | unknown | none named | m•••••••••.com Inference “••• Locked” |
| Date not disclosed | 1•• L•••• P••••••••• R• | Portfolio listing | real estate | unknown | unknown | none named | m•••••••••.com Inference “••• Locked” |
| Date not disclosed | 1••••• P••••••••• R• | Portfolio listing | unknown | unknown | unknown | none named | m•••••••••.com Fact “••• Locked” |
Fund and manager relationshipsshow
Public stakes and holdingsshow
Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entitiesshow
Sources and evidence28show
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. 28 shown.
Score components
View all 28 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset allocation stated | Makes both public and private i••••••••• “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) phillipsedison.com | Fact |
| Asset allocation stated | Makes both public and private i••••••••• “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) phillipsedison.com | Fact |
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Description | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Description | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) phillipsedison.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) phillipsedison.com | Fact |
| Edgar fts discovery | family office | Mar 23, 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” | Jan 1, 2015 | DFX analyst research (General-assisted, every claim URL-cited) phillipsedison.com | Fact |
| Office type (stated) | Single family office | Mar 23, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Portfolio listed | 1••••• P••••••••• R• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio listed | 1•• L•••• P••••••••• R• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio listed | P••• S••••• A••••••••• P••••••••• R• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio listed | S•• L•••• P••••••••• R• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio listed | P••• S••••• A••••••••• P••••••••• R• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio listed | S•• L•••• P••••••••• R• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio listed | 1••••• P••••••••• R• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio listed | 1•• L•••• P••••••••• R• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website | ••• Locked | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) m•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website title | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website title | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
Not yet on record: capital scale, last deployment.