DFX Intelligence
Family office profile
I••••••••• C•••••• M•••••••••
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San FranciscoMulti-family officeidentity confidence 80%i•••••••••.com
Why this class: the office describes itself as a multi family office (cited).
Not yet hand-verified
Last observed Sep 21, 2026 · 15 observations · 2 sources
11 people · 0 investments · 0 public positions · 3 events
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.
Overviewshow
Profile completeness 38% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Multi-family office
- Description
- ••• Locked
- Headquarters
- San Francisco
- Office address
- unknown
- Business phone
- unknown
- Website
- i•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
Classification history
- Sep 20, 2026Multi-family office 80%the office describes itself as a multi family office (cited)Fact
- Sep 12, 2026Multi-family office 70%a press release by I••••••••• C•••••• M•••••••••. LLC describes it as a multi family office (cited)Fact
- Sep 12, 2026Multi-family office 70%a press release by The Oglethorpe Collective, LLC (TOC-23) describes it as a multi family office (cited)Fact
Family and wealth originshow
- 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.
Team11 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| S•• S•••••• | Experience Lake Street Advisors, Morgan Stanley, Eaton Vance Investment Company | Direct investments · investment decisions | none on record | i•••••••••.com Fact |
| E•••••••• E••• U••••••••• | Director, Wealth Strategy | Leadership | none on record | i•••••••••.com Fact |
| E•••••••• P••••••••• C•••••• ••• | Chief Planning Officer | Leadership | none on record | i•••••••••.com Fact |
| J•• M••••••••• | Managing Director, Research | Leadership | none on record | i•••••••••.com Fact |
| J••••• K••• | CEO | Founding Partner | Leadership | email: j•••••@i•••••••••.com (verified by provider, Sep 15, 2026) | i•••••••••.com Fact |
| K•••• R•••• M••••• | Managing Partner | Leadership | email: k••••@i•••••••••.com (verified by provider, Sep 15, 2026) | i•••••••••.com Fact |
| L•• I• | A partner-owned and operated m••••••••• o••••• in San Francisco. | Leadership | none on record | i•••••••••.com Fact |
| M••• B••••• C•• | Experience Bramalea Partners (founder), Fidelity Family Office, TortoiseEcofin, Kraft Foods, US Army | Leadership | none on record | i•••••••••.com Fact |
| P•••••• H•••• | Chief Compliance Officer | Operations and finance | none on record | i•••••••••.com Fact |
| Y••••• F•••••• | Client Service & Operations Associate | Operations and finance | none on record | i•••••••••.com Fact |
| S••••• M••• | Client Experience Associate | Other | none on record | i•••••••••.com Fact |
Office contact points
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 entitiesshow
Signals and timeline3show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.
- Dec 3, 2025Office discoveredI••••••••• C•••••• M••••••••• I••••••••• C•••••• M•••••••••, LLC named as a multi family office on prnewswireDiscoveryFactprnewswire.com
- Dec 3, 2025Office discoveredI••••••••• C•••••• M••••••••• named as a multi family office on prnewswireDiscoveryFactprnewswire.com
- Sep 20, 2026Classification changedI••••••••• C•••••• M•••••••••: CONFIRMED_MFO -> CONFIRMED_MFO (the office describes itself as a multi family office (cited))c•••••••••Factno URL
Sources and evidence15show
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. 15 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• e••••• (2)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+20 i••••••••• s•••••• (2 sources)
Research priority
+8 m••••••••• o•••••
+0 r••• (2096)
Mandate confidence
no components; scored 0
Identity confidence
+80 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••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.com | Fact |
| Headquarters | San Francisco | Dec 3, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | multi_family_office | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.com | Fact |
| Office type (stated) | multi_family_office | Dec 3, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | multi_family_office | Dec 3, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | multi_family_office | Dec 3, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | multi_family_office | Dec 3, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Team page url | https://i•••••••••.com/ | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.com | Fact |
| Team page url | https://i•••••••••.com/ | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.com | Fact |
| Team page url | https://i•••••••••.com/ | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.com | Fact |
| Team page url | https://i•••••••••.com/ | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.com | Fact |
| Team page url | https://i•••••••••.com/ | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.com | Fact |
| Website | i•••••••••.com | Dec 3, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) i•••••••••.com | Fact |