DFX Intelligence
Family Office Intelligence
Family office profile
S•••• T••• A••••••• L••
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Key Largo, FLCandidateidentity confidence 50%s•••••••••.com
Why this class: in-care-of organisation on 3 private foundation(s) with $175,735,535 in assets (IRS); could be the family's investment company, its manager or its accountant.
Not yet hand-verified
Last observed Sep 21, 2026 · 15 observations · 3 sources
0 people · 0 investments · 0 public positions · 14 events
This entity is a candidate. One public signal put it on the graph (in-care-of organisation on 3 private foundation(s) with $175,735,535 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.
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.
Overviewshow
Profile completeness 22% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Candidate
- Description
- S•••• T••• A••••••• has technical expertise in tax, estate planning & wealth management. We develop wealth strategies & manage complex financial situations.
- Headquarters
- Key Largo, FL
- Office address
- unknown
- Business phone
- unknown
- Website
- s•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $669M across 9 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 $669M. These are different facts and are never added together.
Classification history
- Sep 12, 2026Candidate 50%in-care-of organisation on 3 private foundation(s) with $175,735,535 in assets (IRS); could be the family's investment company, its manager or its accountantInference
- Sep 12, 2026Candidate 45%in-care-of organisation on 2 private foundation(s) with $166,464,342 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 $9,271,193 in assets (IRS); could be the family's investment company, its manager or its accountantInference
- Sep 12, 2026Candidate 45%in-care-of organisation on 2 private foundation(s) with $166,464,342 in assets (IRS); could be the family's investment company or its accountantInference
- Sep 12, 2026Candidate 40%in-care-of organisation on 1 private foundation(s) with $9,271,193 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.
Teamshow
No current professionals on the record.
Office contact points
Investment mandateshow
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 investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
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 |
|---|---|---|---|---|---|
| S•• L••••• C••••• F••••• F••• | SPC L••••• Credit | C•••• a•• M•••• D•••• F••••••••• | $89.3M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| S•••• P•••• C••••• C••••••••• | S•••• P•••• C••••• C••••••••• | C•••• a•• M•••• D•••• F••••••••• | $32.0M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| S• C•••••••• H••••••• L•• | SP C•••••••• | C•••• a•• M•••• D•••• F••••••••• | $10.7M | Dec 31, 2024 | Inference foundation tied to the office apps.irs.gov |
| B•••••••• R•• O••••••• | B•••••••• Row | L•••••• M• T••••••••• F••••••••• | $2.5M | 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 entities9show
Signals and timeline14show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 14 events. 13F position changes are under Public stakes and holdings.
- Sep 12, 2026Classification changedS•••• T••• A••••••• L••: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 3 private foundation(s) with $175,735,535 in assets (IRS); could be the family's investment company, its manager or its accountant)c•••••••••Inferenceno URL
- Sep 12, 2026Office discoveredC/o S•••• T••• A••••••• named as in-care-of on M••• a•• J••••••• L••••••••• F••••• F••••••••• ($9,271,193 in assets)DiscoveryInferenceapps.irs.gov
- Sep 12, 2026Office discoveredS•••• T••• A••••••• L•• named as in-care-of on L•••••• M• T••••••••• F••••••••• ($17,898,015 in assets)DiscoveryInferenceapps.irs.gov
- Apr 30, 2024Foundation added a fundC•••• a•• M•••• D•••• F••••••••• first reports S•• L••••• C••••• F••••• F••• at $25.6M on its 2024-04-30 returnFoundationFactapps.irs.gov
- Dec 31, 2024Foundation added a fundC•••• a•• M•••• D•••• F••••••••• first reports S• C•••••••• H••••••• L•• at $10.7M on its 2024-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2024Foundation assets changedC•••• a•• M•••• D•••• F•••••••••: total assets at fair value $87.8M to $158.2M (+80%) on the 2024-12-31 returnFoundationFactapps.irs.gov
- Apr 30, 2024Foundation assets changedC•••• a•• M•••• D•••• F•••••••••: total assets at fair value $48.8M to $87.8M (+80%) on the 2024-04-30 returnFoundationFactapps.irs.gov
- Dec 31, 2024Foundation holding upC•••• a•• M•••• D•••• F•••••••••: S•• L••••• C••••• F••••• F••• $25.6M to $89.3M (+248%) year over yearFoundationFactapps.irs.gov
- Dec 31, 2024Foundation holding upC•••• a•• M•••• D•••• F•••••••••: S•••• P•••• C••••• C••••••••• $13.4M to $32.0M (+139%) year over yearFoundationFactapps.irs.gov
- Apr 30, 2024Foundation holding upC•••• a•• M•••• D•••• F•••••••••: S•••• P•••• C••••• C••••••••• $0.9M to $13.4M (+1318%) year over yearFoundationFactapps.irs.gov
- Apr 30, 2023Foundation assets changedC•••• a•• M•••• D•••• F•••••••••: total assets at fair value $6.9M to $48.8M (+610%) on the 2023-04-30 returnFoundationFactapps.irs.gov
- Dec 31, 2022Foundation added a fundL•••••• M• T••••••••• F••••••••• first reports B•••••••• R•• O••••••• at $2.1M on its 2022-12-31 returnFoundationFactapps.irs.gov
- Apr 30, 2023Foundation added a fundC•••• a•• M•••• D•••• F••••••••• first reports S•••• P•••• C••••• C••••••••• at $0.9M on its 2023-04-30 returnFoundationFactapps.irs.gov
- Dec 31, 2022Foundation dropped a fundL•••••• M• T••••••••• F••••••••• no longer reports SERENGETI LYCAON PARTNERS LP on its 2022-12-31 returnFoundationFactapps.irs.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••••••••• (1 days)
Contactability
no components; scored 0
Data confidence
+10 w••••••
+10 d•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+14 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($668,694,914)
+3 c••••••••• i••••••• u•••••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (543)
Mandate confidence
no components; scored 0
Identity confidence
+50 c••••••••• (CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 3 private foundation(s) with $175,735,535 in assets (IRS); could be the family's investment company, its manager or its accountant))
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
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Description | S•••• T••• A••••••• has technical expertise in tax, estate planning & wealth management. We develop wealth strategies & manage complex financial situations. | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Description | S•••• T••• A••••••• has technical expertise in tax, estate planning & wealth management. We develop wealth strategies & manage complex financial situations. | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Description | S•••• T••• A••••••• has technical expertise in tax, estate planning & wealth management. We develop wealth strategies & manage complex financial situations. | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Foundation ico signal | L•••••• M• T••••••••• F••••••••• | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | M••• a•• J••••••• L••••••••• F••••• F••••••••• | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | C•••• a•• M•••• D•••• F••••••••• | Dec 1, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Website | s•••••••••.com | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) s•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | S•••• T••• A••••••• | Tax, Estate Planning & Wealth Management | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | S•••• T••• A••••••• | Tax, Estate Planning & Wealth Management | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | S•••• T••• A••••••• | Tax, Estate Planning & Wealth Management | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |