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O•••• F••••• O•••••• I•••

Single family office (confirmed)· New York, NY

Single family office (confirmed), based in New York, NY.

Composed from this office's classification, location and record.

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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. No dated change on record yet.

Readings, classification basis and verificationidentity confidence 85% · 4 observations · 2 sourcesShow
Single family office (confirmed)Verified Sep 14, 2026 (9 days ago)1 people · 0 investments · 0 public positions · 0 events

Why this class: Wikipedia states C•••••••• converted O•••• Advisors, his New York-based investment advisory firm, to a family office in 2016/2018; CNBC has also aired interviews with him titled as 'O•••• F••••• O••••• CEO/chairman'..

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.

Profile completeness 28% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Single family office (confirmed)
Description
unknown
Headquarters
New York, NY
Office address
unknown
Business phone
unknown
Website
o•••••••••.com
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 (confirmed) 85%Wikipedia states C•••••••• converted O•••• Advisors, his New York-based investment advisory firm, to a family office in 2016/2018; CNBC has also aired interviews with him titled as 'O•••• F••••• O••••• CEO/chairman'.Factverifieden.wikipedia.org“••• Locked”
Family and wealth origin
show
Family served
L••• C•••••••• family
Source of wealth
unknown
Operating company origin
unknown
Team
1 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
L••• C••••••••Chairman and CEOLeadershipnone on record
Office contact points
W••••••: ••• Locked (published by the subject) o•••••••••.com
Signals and timeline
show
No dated events beyond 13F filings.
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
show
Sources and evidence
4show

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. 4 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 days)
Contactability
+15 n•••• d••••••••• (L••• C•••••••• (Chairman and CEO))
Data confidence
+10 w••••••
+10 p•••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+20 i••••••••• s•••••• (2 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+0 r••• (1509)
Mandate confidence
no components; scored 0
Identity confidence
+85 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (L••• C•••••••• family)
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (8 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 4 observations
FactValueEffectiveSourceClass
Family servedL••• C•••••••• family
“••• Locked”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact
Office type (stated)Single family office
“••• Locked”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact
Website••• Locked
“••• Locked”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) o•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) o•••••••••.comFact

Not yet on record: direct investments, decision makers, capital scale, last deployment.