DFX Intelligence
Family Office Intelligence
Family office profile
I•••••••• P•••••••
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USSingle family office (probable)identity confidence 70%Top 500 by research priority
Why this class: a filing by a third party describes it as a single family office (cited).
Verified Sep 16, 2026 (6 days ago)
Last observed Sep 21, 2026 · 15 observations · 3 sources
1 people · 3 investments · 0 public positions · 6 events
Direct investing
45
elevated
Co-investment
100
high
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.
Overviewshow
Profile completeness 47% (high value, high value shallow; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Single family office (probable)
- Description
- SEC filings describe the entity as a private investment management fund, structured as a Delaware LLC.
- Headquarters
- unknown
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
Classification history
- 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
Family and wealth originshow
- Family served
- Office serves J••••••• L•••••• personally; his niece is O•••••• swimmer K•••• L••••••.
- Source of wealth
- Principal J••••••• L••••••'s wealth originated from founding U.S. Office Products in 1994; his fortune was estimated at $200 million when he left the company in 1998.
- Operating company origin
- unknown
Team1 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J••••••• L•••••• family | Chairman and Managing Member | Family principal · investment decisions | none on record | sec.gov Fact |
Investment mandateshow
3 i••••••••• on the record (public equity, public equity (OTC micro-cap)); sectors: consumer (pet products), digital media, shell / holding company; last deal 2022-03-22
Stated (their words, cited)
- Invests directly
- Fund takes direct equity stakes in small and micro-cap public companies, often alongside L••••••'s personal holdings, rather than allocating to outside managers. Inference sec.gov“I•••••••• P••••••• Fund, LLC, a Delaware limited liability company, M••• P•••••••• L••, a New York limited liability company, D••••• G••••• L•••, a New York corporation, and R••• C•••••• C••••, a New York corporation”
- Control preference
- L•••••• frequently takes operating board and officer roles (chairman, CEO, CFO) at companies the fund invests in, rather than remaining a passive investor. Inference sec.gov“L•••••• is the non-executive chairman of the board and interim chief financial officer of the Issuer”
Observed (from the investment record)
- States
- none Fact
- Control
- minority (2), majority (1) Fact
- Sectors
- consumer (pet products) (1), digital media (1), shell / holding company (1) Fact
- Subsectors
- none Fact
- Co investors
- G•••• D••• V•••••••• L•• (1), R•• V••••••• (1), R••••••• (1), F••••••• C••••• C•••••• (1), M••• P•••••••• L•• (1), D••••• G••••• L••• (1), R••• C•••••• C•••• (1) Fact
- Asset classes
- public equity (2), public equity (OTC micro-cap) (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 3 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 3 Fact
- Investment kinds
- public equity and warrants (1), private placement (1), control equity purchase (1) Fact
- First and last deal
- Last: 2022-03-22 · First: 2013-07-01 Fact
- Lead vs participant
- participant (3) Fact
- Disclosed check sizes
- Max: $2.0M · Min: $352,641 · Count: 2 Factamounts are only what a source disclosed; never backsolved from a round
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- Fund takes direct equity stakes in small and micro-cap public companies, often alongside L••••••'s personal holdings, rather than allocating to outside managers.
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments3 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Mar 22, 2022 | Y•••• F••••••• I••• ••••••• Y••• T••••••••• F••••••• I•••• | Control equity purchase | shell / holding company | participant · majority | $352,641 | M••• P•••••••• L•• (co investor), D••••• G••••• L••• (co investor), R••• C•••••• C•••• (co investor) | sec.gov Fact “I•••••••• P••••••• Fund, LLC, a Delaware limited liability company, M••• P•••••••• L••, a New York limited liability company, D••••• G••••• ” |
| Jul 1, 2013 | K••••• M•••• C•••• ••• A••••• A••••••••• C••••• | Private placement | digital media | participant · minority | $2.0M | none named | sec.gov Fact “On July 1, 2013, the parties closed the transactions under the K•••••/NYPG Merger Agreement and, pursuant thereto, (i) Merger Sub LLC merged” |
| n/a | B•••• I••• | Public equity and warrants | consumer (pet products) | participant · minority | unknown | G•••• D••• V•••••••• L•• (co investor), R•• V••••••• (co investor), R••••••• (co investor), F••••••• C••••• C•••••• (co investor) | sec.gov Fact “Mr. L•••••• disclaims beneficial ownership of the shares of Issuer common stock held by I•••••••• P••••••• Fund, LLC, except to the extent o” |
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
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-investors7show
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| M••• P•••••••• L•• | organisation | 1 | Mar 22, 2022 (historical) | Y•••• F••••••• I••• ••••••• Y••• T••••••••• F••••••• I•••• | sec.gov |
| R••• C•••••• C•••• | organisation | 1 | Mar 22, 2022 (historical) | Y•••• F••••••• I••• ••••••• Y••• T••••••••• F••••••• I•••• | sec.gov |
| D••••• G••••• L••• | organisation | 1 | Mar 22, 2022 (historical) | Y•••• F••••••• I••• ••••••• Y••• T••••••••• F••••••• I•••• | sec.gov |
| R••••••• | organisation | 1 | undated (historical) | B•••• I••• | sec.gov |
| F••••••• C••••• C•••••• | organisation | 1 | undated (historical) | B•••• I••• | sec.gov |
| G•••• D••• V•••••••• L•• | organisation | 1 | undated (historical) | B•••• I••• | sec.gov |
| R•• V••••••• | organisation | 1 | undated (historical) | B•••• I••• | sec.gov |
- R••• C•••••• C•••• Mar 22, 2022 recurring (2) Fact sec.gov
- D••••• G••••• L••• Mar 22, 2022 recurring (2) Fact sec.gov
- M••• P•••••••• L•• Mar 22, 2022 recurring (2) Fact sec.gov
- R••• C•••••• C•••• Mar 22, 2022 recurring (2) Fact sec.gov
- D••••• G••••• L••• Mar 22, 2022 recurring (2) Fact sec.gov
- M••• P•••••••• L•• Mar 22, 2022 recurring (2) Fact sec.gov
- F••••••• C••••• C•••••• recurring (2) Fact sec.gov
- R••••••• recurring (2) Fact sec.gov
- R•• V••••••• recurring (2) Fact sec.gov
- G•••• D••• V•••••••• L•• recurring (2) Fact sec.gov
- F••••••• C••••• C•••••• recurring (2) Fact sec.gov
- R••••••• recurring (2) Fact sec.gov
- R•• V••••••• recurring (2) Fact sec.gov
- G•••• D••• V•••••••• L•• recurring (2) Fact sec.gov
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Signals and timeline6show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 6 events. 13F position changes are under Public stakes and holdings.
- Nov 5, 2021Office discoveredI•••••••• P••••••• described on SEC filings as 'family office' (S-1)DiscoveryFactsec.gov
- Sep 14, 2026Classification changedI•••••••• P•••••••: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (a filing by a third party describes it as a single family office (cited))c•••••••••Factno URL
- Jan 9, 2026Portfolio add-on acquisitionG•••• D••• V•••••••-led group including I•••••••• P••••••• Fund LLC proposes to take B•••• I••• privateDirect investmentsFactsec.gov
- Mar 22, 2022Direct investmentI•••••••• P••••••• Fund LLC co-leads a 98.5% buyout of Y•••• F••••••, Inc., later renamed Y••• T••••••••• F••••••Direct investmentsFactsec.gov
- Mar 22, 2022Direct investmentI•••••••• P••••••• invested in Y•••• F••••••• I••• ••••••• Y••• T••••••••• F••••••• I••••Direct investmentsFactsec.gov
- Jul 1, 2013Direct investmentI•••••••• P••••••• invested in K••••• M•••• C•••• ••• A••••• A••••••••• C•••••Direct investmentsFactsec.gov
Sources and evidence15show
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. 15 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
no components; scored 0
Data confidence
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+9 d••••• i••••••••• o• r•••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (195)
Mandate confidence
+30 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+70 c••••••••• (PROBABLE_SFO (a filing by a third party describes it as a single family office (cited)))
Real estate propensity
no components; scored 0
Co investment propensity
+80 c••••••••• o• t•• r••••• (R••• C•••••• C••••; D••••• G••••• L•••; M••• P•••••••• L••; R•••••••; R•• V•••••••)
+20 p••••••••• i• s••••••••• r•••••
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (Office serves J••••••• L•••••• personally; his niece is O•••••• swimmer K•••• Le)
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
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
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Co invest behavior | Direct deals are structured as club purchases alongside a small recurring group of co-investors rather than done solo. “I•••••••• P••••••• Fund, LLC, a Delaware limited liability company, M••• P•••••••• L••, a New York limited liability company, D••••• G••••• L•••, a New York corporation, and R••• C•••••• C••••, a New ” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Control preference | L•••••• frequently takes operating board and officer roles (chairman, CEO, CFO) at companies the fund invests in, rather than remaining a passive investor. “L•••••• is the non-executive chairman of the board and interim chief financial officer of the Issuer” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Decision rights | J••••••• L•••••• is the sole Managing Member and controls the fund's investment decisions. “Mr. L•••••• is the Managing Member of I•••••••• P••••••• Fund, LLC.” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | SEC filings describe the entity as a private investment management fund, structured as a Delaware LLC. “I•••••••• is a private investment management fund.” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | Principal J••••••• L•••••• has been a co-owner of the NHL's New York Islanders since 2014, a holding separate from the fund's SEC-disclosed equity positions. “In October 2014, L•••••• and former Harvard roommate Scott D. Malkin entered a deal to purchase the New York Islanders from Charles Wang.” | Oct 1, 2014 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Edgar fts discovery | family office | Nov 5, 2021 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family served | Office serves J••••••• L•••••• personally; his niece is O•••••• swimmer K•••• L••••••. “His niece is multiple O•••••• gold medalist swimmer K•••• L••••••.” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Formation year | L•••••• has chaired I•••••••• P••••••• Fund, LLC since March 1999. “Mr. L•••••• has also served as Chairman of I•••••••• since March 1999.” | Mar 1, 1999 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Invests directly | Fund takes direct equity stakes in small and micro-cap public companies, often alongside L••••••'s personal holdings, rather than allocating to outside managers. “I•••••••• P••••••• Fund, LLC, a Delaware limited liability company, M••• P•••••••• L••, a New York limited liability company, D••••• G••••• L•••, a New York corporation, and R••• C•••••• C••••, a New ” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Office type (stated) | single_family_office | Nov 5, 2021 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Source of wealth | Principal J••••••• L••••••'s wealth originated from founding U.S. Office Products in 1994; his fortune was estimated at $200 million when he left the company in 1998. “By the time L•••••• left U.S. Office Products in 1998, his fortune was estimated at $200 million.” | Jan 1, 1998 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Website search | not_found | Sep 21, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 19, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |