A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

B••••• T•••• • I••••••••• M••• C•

The office, people and counterparty names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Westwood, MACandidateidentity confidence 30%b•••••••••.com

Why this class: in-care-of organisation on 1 private foundation(s) with $1,683,042 in assets (IRS); could be the family's investment company, its manager or its accountant.

Not yet hand-verified
Last observed Sep 20, 2026 · 16 observations · 3 sources
91 people · 0 investments · 0 public positions · 4 events
This entity is a candidate. One public signal put it on the graph (in-care-of organisation on 1 private foundation(s) with $1,683,042 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.
Direct investing
15
moderate

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.

Overview
show
Profile completeness 28% (low value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
We are an independent, employee-owned organization that specializes in actively managed multi-asset and equity investment strategies for individual and institutional investors.
Headquarters
Westwood, MA
Office address
unknown
Business phone
unknown
Website
b•••••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$1.7M 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 $1.7M. These are different facts and are never added together.
Classification history
  • Sep 12, 2026Candidate 30%in-care-of organisation on 1 private foundation(s) with $1,683,042 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 $1,683,042 in assets (IRS); could be the family's investment company or its accountantInference
Family and wealth origin
show
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.

Team
91 peopleshow
PersonTitleResponsibilityBusiness contactSource
A•• C••••••• K••••Chief Investment Officer, Wealth StrategiesChief investment officer · investment decisionsnone on record
A•••• J••• Z••••••••• C••Portfolio Manager and Manager, ESG IntegrationDirect investments · investment decisionsnone on record
A•• G••••• C••Associate Portfolio ManagerDirect investments · investment decisionsnone on record
B••• H••••••••• C••Portfolio ManagerDirect investments · investment decisionsnone on record
C••••••• R••••••Associate Portfolio ManagerDirect investments · investment decisionsnone on record
D••••• D•••••••••Investment AnalystDirect investments · investment decisionsnone on record
D•• L•• C••Portfolio ManagerDirect investments · investment decisionsnone on record
D•••• A• S••••••• C••Portfolio ManagerDirect investments · investment decisionsnone on record
D•••••• C••••••••• C••Board Chair and Portfolio ManagerDirect investments · investment decisionsnone on record
L••••• M••••Portfolio ManagerDirect investments · investment decisionsnone on record
L•• I•Investment Management C••••• PortalDirect investments · investment decisionsnone on record
N•••••••• J• R••••• C••Portfolio Manager and Senior StrategistDirect investments · investment decisionsnone on record
R•••••• T• G•••••• C••Portfolio Manager and Manager of Quantitative ResearchDirect investments · investment decisionsnone on record
S••• A• C••••••• C••Portfolio ManagerDirect investments · investment decisionsnone on record
S••••••••• T•••••Associate Portfolio ManagerDirect investments · investment decisionsnone on record
T•••••••• S• B•••••• C••Portfolio ManagerDirect investments · investment decisionsnone on record
T••• B••••Investment Compliance ManagerDirect investments · investment decisionsnone on record
Y•• C••• C••Senior Investment AnalystDirect investments · investment decisionsnone on record
A•• D• A••••••••Director, ESG InvestingLeadershipnone on record
A••••• N••••••••Business Systems Product ManagerLeadershipnone on record
A•• A• W•••Director of Human ResourcesLeadershipnone on record
A••••• G•••••Senior Manager, Institutional M•••etsLeadershipnone on record
C••••••• T•••••••Transaction S••••••s ManagerLeadershipnone on record
C•••••• B•••••C••••• S•••••• ManagerLeadershipnone on record
D•••• A• M•••••Manager, Equity TradingLeadershipnone on record
E••• R• F••••••DirectorLeadershipnone on record
F••••••• H•Systems Support ManagerLeadershipnone on record
H•••• H• V••••• C••Managing Director and Director of Institutional StrategiesLeadershipnone on record
I• A••••C••••• S•••••• ManagerLeadershipnone on record
J••• B••••Information Security ManagerLeadershipnone on record
J•••• S•••••••Executive Assistant and Manager, FacilitiesLeadershipnone on record
J•••• F••••••••Manager, Proxy Voting and ESG AnalysisLeadershipnone on record
J••••••• E••••• C••Managing Director and Chief Financial OfficerLeadershipnone on record
J••• A• H••••C••••• S•••••• ManagerLeadershipnone on record
K•••• C•••••••••Managing Director and Chief Operating OfficerLeadershipnone on record
K••••••• E• S••••••Director of Information TechnologyLeadershipnone on record
K•••••• L• P•••••Director of Fund S••••••sLeadershipnone on record
K•••••• P• S••••• C••Co-Chief Executive OfficerLeadershipnone on record
K•••• M•••••••••Tax Manager & Fiduciary SpecialistLeadershipnone on record
K•••• M••••••••• J•Tax Manager & Fiduciary SpecialistLeadershipnone on record
K••••••• D• G••••• C••Managing Director and Portfolio ManagerLeadershipnone on record
K•••••• L•••Deputy Director, ESG InvestingLeadershipnone on record
L•••• D•••••••Manager, ESG EngagementLeadershipnone on record
L•••••• L•••Director of M•••eting & CommunicationsLeadershipnone on record
L••• M•••••••••Senior Fiduciary S••••••s ManagerLeadershipnone on record
L•••• S••••••• C••Managing Director and Portfolio ManagerLeadershipnone on record
M••• T••••••Senior Infrastructure & Cloud ManagerLeadershipnone on record
M••••• D••••••Relationship Manager, Institutional M•••etsLeadershipnone on record
N•••••• W••••Human Resource ManagerLeadershipnone on record
N••• C•••••••• C••Senior Manager, Institutional M•••etsLeadershipnone on record
N•••• K•••••Senior C••••• S•••••• ManagerLeadershipnone on record
O••••••• A•••••Human Resources ManagerLeadershipnone on record
R•••••• Q• W•••••••• C••Managing Director and Portfolio ManagerLeadershipnone on record
S••••••• J••••C••••• S•••••• ManagerLeadershipnone on record
S•••• E• R•••••••C••••• S•••••• ManagerLeadershipnone on record
S•••• T• K••••DirectorLeadershipnone on record
S•••••• B••••••••Director of C••••• S••••••Leadershipnone on record
S•••••• J• A••••••• C••Co-Chief Executive OfficerLeadershipnone on record
T•••• P••••Director of Business SystemsLeadershipnone on record
A•••• D••••Compliance ManagerOperations and financenone on record
A••••• C•••Business Systems AnalystOperations and financenone on record
B•••••• K••••General Counsel and Corporate SecretaryOperations and financenone on record
B•••••• V•••••Operations AnalystOperations and financenone on record
D••• E••••••••Senior Human Resources AnalystOperations and financenone on record
D•••• W••••ESG AnalystOperations and financenone on record
D•••••• S••••••••Senior Fund S••••••s AnalystOperations and financenone on record
D••••••• G•••••••ESG AnalystOperations and financenone on record
I•• C•••Quantitative AnalystOperations and financenone on record
I•• C•••• C••• C•••Quantitative AnalystOperations and financenone on record
J••• V••••••ESG AnalystOperations and financenone on record
J••••••• R••••••Compliance AssociateOperations and financenone on record
J•• E••Director of OperationsOperations and financenone on record
L••• C••••••Operations ManagerOperations and financenone on record
L••• W•••Senior Business Systems AnalystOperations and financenone on record
M•••••• M••••Manager, M•••eting OperationsOperations and financenone on record
M••••• Y••••ESG AnalystOperations and financenone on record
M••••• G•••••Operations AnalystOperations and financenone on record
N••••••• R•••••••Senior M•••eting AnalystOperations and financenone on record
P•••• A••••••Senior Fund S••••••s AnalystOperations and financenone on record
S•••••••• C••••••Transaction S••••••s AnalystOperations and financenone on record
T••••• J• B•••••Associate General CounselOperations and financenone on record
U•••• Y•••••ControllerOperations and financenone on record
W•••••• H•••••Senior IT Support AnalystOperations and financenone on record
W••••• H••••••Senior ESG AnalystOperations and financenone on record
C••••••• N•••Senior C••••• S•••••• AssociateOthernone on record
E•••• S••••C••••• S•••••• AssociateOthernone on record
J••••••• N• S•••Wealth StrategistOthernone on record
J••••• N•••••••Senior M•••eting AssociateOthernone on record
L•••• A•••••Transaction S••••••s AssociateOthernone on record
M•••••••• P•••••C••••• S•••••• AssociateOthernone on record
S••••• R••••Transaction S••••••s AssociateOthernone on record
Office contact points
Business phone: (617) 726-7250 (published by the subject) b•••••••••.com
W••••••: b•••••••••.com (published by the subject) b•••••••••.com
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
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
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
4show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.

  • Sep 12, 2026Classification changedB••••• T•••• • I••••••••• M••• C•: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $1,683,042 in assets (IRS); could be the family's investment company, its manager or its accountant)c•••••••••Inferenceno URL
  • Sep 12, 2026Office discoveredB••••• T•••• • I••••••••• M••• C• named as in-care-of on P•••••• A•••••• C••••••••• T•••• ($1,683,042 in assets)DiscoveryInferenceapps.irs.gov
  • Dec 31, 2023Foundation officer leftEVELYN PLESS (TRUSTEE) is no longer on P•••••• A•••••• C••••••••• T••••'s 2023-12-31 returnFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation officer leftJANE SHAPIRO (TRUSTEE) is no longer on P•••••• A•••••• C••••••••• T••••'s 2023-12-31 returnFoundationFactapps.irs.gov
Sources and evidence
16show

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. 16 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (4 days)
Contactability
+40 n•••• d••••••••• (L•• I• (Investment Management C••••• Portal); S•••••• J• A••••••• C•• (Co-Chief Executive Officer); K•••• C••••••••• (Managing Director and Chief Operating Officer))
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+1 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,683,042)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (2232)
Mandate confidence
no components; scored 0
Identity confidence
+30 c••••••••• (CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $1,683,042 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••••• (4 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
DescriptionWe are an independent, employee-owned organization that specializes in actively managed multi-asset and equity investment strategies for individual and institutional investors.Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
DescriptionWe are an independent, employee-owned organization that specializes in actively managed multi-asset and equity investment strategies for individual and institutional investors.Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
DescriptionWe are an independent, employee-owned organization that specializes in actively managed multi-asset and equity investment strategies for individual and institutional investors.Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Foundation ico signalP•••••• A•••••• C••••••••• T••••Dec 1, 2025IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Team page urlhttps://b•••••••••.com/Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Team page urlhttps://b•••••••••.com/Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Team page urlhttps://b•••••••••.com/Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Team page urlhttps://b•••••••••.com/Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Team page urlhttps://b•••••••••.com/Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Websiteb•••••••••.comSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) b•••••••••.comInference
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website titleHome - B••••• Trust WaldenSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website titleHome - B••••• Trust WaldenSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact
Website titleHome - B••••• Trust WaldenSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) b•••••••••.comFact