Family Office Intelligence
W•••••• H••••• I•••••••• I••
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Why this class: WHI's own site says it serves as the family office for the I••••• B. H••••• family..
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, sponsor-friendly, real estate, co-investment.
Overviewshow
- “••• Locked”w••.com
- Classification
- Single family office (confirmed)
- Description
- ••• Locked
- Headquarters
- ••• Locked
- Office address
- unknown
- Business phone
- unknown
- Website
- w••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $364M 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 $364M. These are different facts and are never added together.
- Sep 14, 2026Single family office (confirmed) 90%WHI's own site says it serves as the family office for the I••••• B. H••••• family.Factverifiedw••.com“••• Locked”
- Sep 14, 2026Candidate 40%named on a family foundation's 990-PF as keeps the books (T•• I••••• H••••• F•••••••••)Inferenceapps.irs.gov“••• Locked”
Family and wealth originshow
- Family served
- I••••• B. H••••• family, now four generations
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Teamshow
Investment mandateshow
••• Locked
- Asset classes
- ••• Locked Fact w••.com“••• Locked”
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- Public and private equities, fixed income, venture capital, hedge funds and real estate
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
Fund and manager relationshipsshow
Public stakes and holdingsshow
Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entities2show
Signals and timeline1show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.
- Sep 14, 2026Classification changedW•••••• H••••• I•••••••• I••: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (WHI's own site says it serves as the family office for the I••••• B. H••••• family.)c•••••••••Factw••.com
Sources and evidence27show
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. 27 shown.
Score components
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset allocation stated | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Asset allocation stated | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Asset classes | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Asset classes | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Description | ••• Locked | Sep 21, 2026 | The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) w••.com | Fact |
| Family served | I••••• B. H••••• family, now four generations “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Family served | I••••• B. H••••• family, now four generations “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Family served | H••••• family “••• Locked” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Formation year | Founded 1976 “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Formation year | Founded 1976 “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Foundation books keeper | T•• I••••• H••••• F••••••••• | Dec 31, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation books keeper | FRANK E PAYNE AND SEBA B PAYNE | Dec 31, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Headquarters | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Headquarters | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Investment thesis (stated) | ••• Locked | Sep 21, 2026 | The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) w••.com | Fact |
| Legal entity | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Legal entity | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Office type (stated) | single_family_office “••• Locked” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Site mentions | real_estate,venture | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w••.com | Fact |
| Source of wealth | I••••• B. H•••••'s own family capital “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Source of wealth | I••••• B. H•••••'s own family capital “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Website | w••.com | Sep 15, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) w••.com | Inference |
| Website | w••.com “office w•••••• w••.com” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) w••.com | Fact |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w••.com | Fact |
| Website title | Home - W•••••• H••••• I••••••••, Inc | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) w••.com | Fact |