DFX Intelligence
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L••• M••••••••• L••
Single family office (probable)Top 500· San Francisco, CA
Single family office (probable), 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
- Foundation assets
- $1.3B
As of · the latest observation of this office; filed figures carry their own filing dates
Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.
Readings, classification basis and verificationidentity confidence 60% · 10 observations · 3 sourcesShowHide
Single family office (probable)Verified Sep 16, 2026 (8 days ago)1 people · 0 investments · 0 public positions · 4 events
Why this class: A family office database profile describes L••• M••••••••• as a San Francisco single-family office managing a multi-generational family's affairs; the family is not named. (a family office database's profile, not the office or the press).
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 25% (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 (probable)
- Description
- ••• Locked
- Headquarters
- ••• Locked
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $1.3B 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 $1.3B. These are different facts and are never added together.
Classification history
- Sep 13, 2026Single family office (probable) 60%A family office database profile describes L••• M••••••••• as a San Francisco single-family office managing a multi-generational family's affairs; the family is not named. (a family office database's profile, not the office or the press)Inferenceverifiedaltss.com“••• Locked”
- Sep 12, 2026Candidate 45%in-care-of organisation on 2 private foundation(s) with $625,574,242 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 $625,574,242 in assets (IRS); could be the family's investment company or its accountantInference
Team1 people, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| M•••• W• H•••••• family | Manager | Leadership | none on record | bizprofile.net Fact |
Signals and timeline4show
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 13, 2026Classification changed••• Lockedc•••••••••Inferencealtss.com
- Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
- Dec 31, 2024Foundation officer left••• LockedFoundationFactapps.irs.gov
- Dec 31, 2024Foundation officer joined••• 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
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
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 evidence10show
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. 10 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (M•••• W• H•••••• (Manager))
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
+15 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,251,148,484)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (159)
Mandate confidence
no components; scored 0
Identity confidence
+60 c••••••••• (••• Locked)
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••••• (10 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 10 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Description | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) bizprofile.net | Fact |
| Description | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) bizprofile.net | Fact |
| Formation year | ••• Locked “January 17, 2012” | Jan 17, 2012 | DFX analyst research (General-assisted, every claim URL-cited) bizprofile.net | Fact |
| Foundation ico signal | H••••• S••••••• B•••••••• I•••••••• T•• | Sep 12, 2026 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | H•••••• F••••••••• | Dec 1, 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) bizprofile.net | Fact |
| Headquarters | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) bizprofile.net | 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 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
Not yet on record: direct investments, decision makers, last deployment.