DFX Intelligence
Family office profile
L••••• F••••• O•••••
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Estero, FLMulti-family officeidentity confidence 80%l•••••••••.com
Why this class: the office describes itself as a multi family office (cited).
Not yet hand-verified
Last observed Sep 21, 2026 · 52 observations · 3 sources
3 people · 2 investments · 0 public positions · 2 events
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.
Overviewshow
Profile completeness 50% (high value, high value deep; the most valuable missing fact is wealth origin)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Multi-family office
- Description
- ••• Locked
- Headquarters
- Estero, FL
- Office address
- unknown
- Business phone
- unknown
- Website
- l•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $2.2M 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 $2.2M. These are different facts and are never added together.
Classification history
- Sep 12, 2026Multi-family office 80%the office describes itself as a multi family office (cited)Fact
- Sep 12, 2026Single family office (probable) 60%named as the family office administering 1 private foundation(s) with $1,088,777 in assets (IRS in-care-of)Inference
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.
Team3 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| N•• W•••• A••••••• | Investment Advisory | direct i••••••••• · investment decisions | none on record | l•••••••••.com Fact |
| T••••• S•••••• | President and CEO, L••••• F••••• O••••• | Leadership | email: ••• Locked (verified by provider, Sep 12, 2026) | l•••••••••.com Fact |
| R••••••••• O•••••••• | Due Diligence of Asset Classes and Economic Research | Other manager selection · private equity, real estate, private credit, hedge funds · financial services, education (from the bio) | none on record | l•••••••••.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 (2) Fact
- Sectors
- none Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- none Fact
- Direct vs fund
- Fund: 0 · Direct: 2 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 2 Fact
- Investment kinds
- portfolio listing (2) Fact
- First and last deal
- Last: unknown · First: unknown Fact
- Lead vs participant
- unknown (2) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
Inferred (regulatory shape and team)
- Direct investment team
- 1 Inferencenamed professionals with this responsibility
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments2 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| n/a | V•••• M•••••• o• C•••••• C••••• | Portfolio listing | unknown | unknown | unknown | none named | l•••••••••.com Fact “••• Locked” |
| n/a | E••••••••• | Portfolio listing | unknown | unknown | unknown | none named | l•••••••••.com Fact “••• Locked” |
Fund and manager relationshipsshow
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.
| Fund | Manager | Held through | Foundation's fair value | Period | Basis |
|---|---|---|---|---|---|
| O•••• F•••• • S•• A••••••• | T••••••••• F••••• F••••••••• I•• | $715,048 | Dec 31, 2024 | 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 entities2show
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.
- Sep 12, 2026Classification changed••• Lockedc•••••••••Factno URL
- Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
Sources and evidence52show
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. 52 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• e••••• (1)
+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
+2 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($2,177,554)
+8 m••••••••• o•••••
+6 d••••• i••••••••• o• r•••••
+0 r••• (1362)
Mandate confidence
+20 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+80 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
+30 o••••••• d••••• i••••••••• (2 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Bios read | bio-fo-1 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Description | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Description | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Description | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Foundation ico signal | T••••••••• F••••• F••••••••• I•• | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| News read | news-fo-1 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Office type (stated) | multi_family_office | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Office type (stated) | multi_family_office | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Office type (stated) | multi_family_office | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Office type (stated) | multi_family_office | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Office type (stated) | multi_family_office | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio listed | Media Highlights | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio listed | How much is AI hacking your emotions? | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio listed | Mr Darcy and the Mandela effect | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio listed | E••••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio listed | Mr Darcy and the Mandela effect | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio listed | Media Highlights | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio listed | E••••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio listed | How much is AI hacking your emotions? | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio listed | V•••• M•••••• o• C•••••• C••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio listed | Media Highlights | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio listed | How much is AI hacking your emotions? | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio listed | Mr Darcy and the Mandela effect | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio listed | E••••••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Site mentions | private_equity,real_estate | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Site mentions | private_equity,real_estate | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Site mentions | private_equity,real_estate | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Site mentions | private_equity,real_estate | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Site mentions | private_equity,real_estate | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website | ••• Locked | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) l•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website title | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website title | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website title | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |