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E•••• F••••• O••••• S•••••••

Outsourced family office provider· Denver, CO

Outsourced family office provider, based in Denver, CO.

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

Direct investments
Not established
Decision makers
Not established
Foundation assets
$12.5M
Form 990-PF
Last deployment
Not established
Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
What we can say about this record

We hold 3 observations from 3 sources for this office, the latest this month. No direct investment in the last year, stated check size or sponsor relationship is on record. It is still the right record for resolving this office, its family and its people.

Readings, classification basis and verificationidentity confidence 70% · 3 observations · 3 sourcesShow
Outsourced family office providerVerified Sep 13, 2026 (9 days ago)0 people · 0 investments · 0 public positions · 2 events

Why this class: EKS&H was a Denver accounting firm, so E•••• F••••• O••••• S••••••• is an accounting firm's family office service line for many clients, not one family's office..

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: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
show
Profile completeness 22% (low value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Outsourced family office provider
Description
unknown
Headquarters
Denver, CO
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$12.5M 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 $12.5M. These are different facts and are never added together.
Classification history
  • Sep 13, 2026Outsourced family office provider 70%EKS&H was a Denver accounting firm, so E•••• F••••• O••••• S••••••• is an accounting firm's family office service line for many clients, not one family's office.Factverifieden.wikipedia.org“••• Locked”
  • Sep 12, 2026Single family office (probable) 60%named as the family office administering 1 private foundation(s) with $12,476,992 in assets (IRS in-care-of)Inference
Family and wealth origin
show
Family served
C•••••••• family
Source of wealth
unknown
Operating company origin
unknown
Team
show
No current professionals on the record.
Investment mandate
show
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 investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show

Funds held by private foundations administered in this office's care, from their Form 990-PF. This office serves several families, so these are its clients' foundations' holdings, not the office's own allocations.

FundManagerHeld throughFoundation's fair valuePeriodBasis
S•• C•••••• C••••• O•••••••••SIX C•••••• CreditC•••••••• F••••• F•••••••••$469,258Aug 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
1show
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 13, 2026Classification changed••• Lockedc•••••••••Facten.wikipedia.org
  • Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
Sources and evidence
3show

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. 3 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 days)
Contactability
no components; scored 0
Data confidence
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+5 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($12,476,992)
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1769)
Mandate confidence
no components; scored 0
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (C•••••••• family)
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Family servedC•••••••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Foundation ico signalC•••••••• F••••• F•••••••••Aug 1, 2025IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Office type (stated)outsourced_family_office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact