DFX Intelligence
The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
P••••• I••
Single family office (confirmed)Top 500· San Francisco, CA
Single family office (confirmed), based in San Francisco, CA.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
As of · the latest observation of this office; filed figures carry their own filing dates
What we can say about this record
We hold 21 observations from 3 sources for this office, the latest this month. No direct investment in the last year, stated check size or sponsor relationship is on record. It is still the right record for resolving this office, its family and its people.
Readings, classification basis and verificationidentity confidence 90% · 21 observations · 3 sourcesShowHide
Single family office (confirmed)Verified Sep 16, 2026 (7 days ago)2 people · 0 investments · 0 public positions · 17 events
Why this class: SEC Schedule 13D describes P••••• I•• as the F••••• family management company..
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 34% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
- Classification
- Single family office (confirmed)
- Description
- ••• Locked
- Headquarters
- ••• Locked
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $321M across 3 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 $321M. These are different facts and are never added together.
Classification history
- Sep 14, 2026Single family office (confirmed) 90%SEC Schedule 13D describes P••••• I•• as the F••••• family management company.Factverifiedsec.gov“••• Locked”
- Sep 14, 2026Candidate 40%named on a family foundation's 990-PF as keeps the books (D•••• • D••••• F••••• F•••••••••)Inferenceapps.irs.gov“••• Locked”
Family and wealth originshow
- Family served
- F••••• family
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team2 people, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J••• J• F••••• family | Executive Vice Chairman (formerly President) | Family principal | none on record | sec.gov Fact |
| J••• J• F••••• | Executive Vice Chairman | Leadership | none on record | sec.gov Fact |
1 former personShow fewer
R••••• J• F•••••, Managing Director, until Sep 16, 2026
Signals and timeline17show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 17 events. 13F position changes are under Public stakes and holdings.
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factsec.gov
- Jun 30, 2025Foundation officer left••• LockedFoundationFactapps.irs.gov
- Jun 30, 2025Foundation officer left••• LockedFoundationFactapps.irs.gov
- Jun 30, 2025Foundation holding up••• LockedFoundationFactapps.irs.gov
- Jun 30, 2025Foundation holding up••• LockedFoundationFactapps.irs.gov
Full timeline · 17 eventsShow fewer
- Jun 30, 2025Foundation holding up••• LockedFoundationFactapps.irs.gov
- Jun 30, 2024Foundation assets changed••• LockedFoundationFactapps.irs.gov
- Jun 30, 2024Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Jun 30, 2023Foundation assets changed••• LockedFoundationFactapps.irs.gov
- Jun 30, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
- Jun 30, 2023Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Jun 30, 2023Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
- Jun 30, 2022Foundation added a fund••• LockedFoundationFactapps.irs.gov
- Jun 30, 2022Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
- Jun 30, 2022Foundation assets changed••• LockedFoundationFactapps.irs.gov
- Jun 30, 2022Foundation assets changed••• LockedFoundationFactapps.irs.gov
- Jun 30, 2022Foundation added a fund••• LockedFoundationFactapps.irs.gov
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 |
|---|---|---|---|---|---|
| L••• C•••••• L• | S••••• F••••••••• | $25.6M | Jun 30, 2025 | Inference at the office's address apps.irs.gov | |
| S•••• C•••••• G••••• G••••• F• | S••••• F••••••••• | $6.3M | Jun 30, 2025 | Inference at the office's address apps.irs.gov | |
| A••••• C••••••••• F••• L•• | D•••• • D••••• F••••• F••••••••• | $5.3M | Jun 30, 2025 | Inference at the office's address apps.irs.gov | |
| T••••••••• S•••• C•••••• F••• | S••••• F••••••••• | $4.3M | Jun 30, 2025 | Inference at the office's address apps.irs.gov | |
| D•••••••• L• I••••••••• | F••••• A•• I••••••••• F••••••••• | $4.2M | Jun 30, 2025 | Inference at the office's address apps.irs.gov |
All 9 foundation holdingsShow fewerlargest fair value first
| Fund | Manager | Held through | Foundation's fair value | Period | Basis |
|---|---|---|---|---|---|
| D•••••••• G••••• O•• F••••• I• | S••••• F••••••••• | $3.3M | Jun 30, 2025 | Inference at the office's address apps.irs.gov | |
| C••••••••• C••••• P••••••• T• | F••••• A•• I••••••••• F••••••••• | $19,979 | Jun 30, 2025 | Inference at the office's address apps.irs.gov | |
| A• E••••• C••••• O••••••••• | F••••• A•• I••••••••• F••••••••• | $17,939 | Jun 30, 2025 | Inference at the office's address apps.irs.gov | |
| F••••••• C•••••• I••••••••• | D•••• • D••••• F••••• F••••••••• | $13,184 | Jun 30, 2025 | Inference at the office's address 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 entities3show
Sources and evidence21show
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. 21 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (J••• J• F••••• (Executive Vice Chairman))
Data confidence
+10 d•••••••••
+10 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($320,762,193)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (267)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (F••••• family)
+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
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 21 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Description | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) chartergrowthfund.org | Fact |
| Description | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) chartergrowthfund.org | Fact |
| Family involvement | ••• Locked “••• Locked” | Jun 1, 2011 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family served | F••••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Formation year | 1992 “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) chartergrowthfund.org | Fact |
| Formation year | 1992 “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) chartergrowthfund.org | Fact |
| Foundation books keeper | D•••• • D••••• F••••• F••••••••• | Jun 30, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation books keeper | S••••• F••••••••• | Jun 30, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation books keeper | F••••• A•• I••••••••• F••••••••• | Jun 30, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Headquarters | ••• Locked “••• Locked” | Aug 1, 2020 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Legal entity | ••• Locked “••• Locked” | Dec 1, 2018 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Office type (stated) | Single family office “••• Locked” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) kipp.org | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) kipp.org | Fact |
| Satellite office | ••• Locked “••• Locked” | Jun 1, 2011 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 15, 2026 | 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 |
Not yet on record: direct investments, decision makers, last deployment.