DFX Intelligence
Family office profile
F•••• F••••• O•••••
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New York, NYOutsourced family office provideridentity confidence 80%f•••••.com
Why this class: the office describes itself as a outsourced family office (cited).
Not yet hand-verified
Last observed Sep 21, 2026 · 22 observations · 3 sources
26 people · 0 investments · 0 public positions · 8 events
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.
Overviewshow
Profile completeness 41% (low value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Outsourced family office provider
- Description
- unknown
- Headquarters
- New York, NY
- Office address
- unknown
- Business phone
- unknown
- Website
- f•••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $498,332 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 $498,332. These are different facts and are never added together.
Classification history
- Sep 14, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
- Sep 13, 2026Candidate 50%named as the family office administering 1 private foundation(s) with $1 in assets (IRS in-care-of); one family or several is unreadInference
- Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
- Sep 12, 2026Single family office (probable) 60%named as the family office administering 1 private foundation(s) with $1 in assets (IRS in-care-of)Inference
- Sep 12, 2026Single family office (probable) 60%named as the family office administering 1 private foundation(s) with $498,331 in assets (IRS in-care-of)Inference
Family and wealth originshow
- Family served
- F•••• family
- Source of wealth
- unknown
- Operating company origin
- unknown
Team26 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| A•• S••••••• | Partner | Leadership business services, media · Israel, New York (from the bio) | email: ••• Locked (verified by provider, Sep 12, 2026) | f•••••.com Fact |
| B•••••• R••••• | Director of Special Projects | Leadership venture, real estate · technology, consumer, business services, financial services, media · New York, Virginia, Washington (from the bio) | email: ••• Locked (unverified) | f•••••.com Fact |
| B•••• L••••• | Director of Tax | Leadership business services, media · New York (from the bio) | email: ••• Locked (verified by provider, Sep 12, 2026) | f•••••.com Fact |
| C•••••• B•••• | Account Manager | Leadership business services, media · New York (from the bio) | email: ••• Locked (verified by provider, Sep 12, 2026) | f•••••.com Fact |
| E•••• W•••••• | Account Manager | Leadership business services, media · California, New York (from the bio) | email: ••• Locked (verified by provider, Sep 12, 2026) | f•••••.com Fact |
| G•• T• K••• | Account Manager | Leadership | none on record | f•••••.com Fact |
| J•••••• F••••••• | Account Manager | Leadership business services, media · New York (from the bio) | email: ••• Locked (verified by provider, Sep 12, 2026) | f•••••.com Fact |
| J••••• C••• | Account Manager | Leadership business services, financial services, media, food · New York (from the bio) | email: ••• Locked (verified by provider, Sep 12, 2026) | f•••••.com Fact |
| M•••• L••••• | Account Manager | Leadership business services, media · New York (from the bio) | email: ••• Locked (verified by provider, Sep 12, 2026) | f•••••.com Fact |
| R••• F•••• | Founding Partner | Leadership business services, media · New York (from the bio) | email: ••• Locked (verified by provider, Sep 12, 2026) | f•••••.com Fact |
| R•••• K••••••••• | Tax Manager | Leadership business services, media · New York (from the bio) | email: ••• Locked (verified by provider, Sep 12, 2026) | f•••••.com Fact |
| E••• J•••• | Partner, COO | Operations and finance business services, media · New York (from the bio) | none on record | f•••••.com Fact |
| J••••• B••••••••• | Executive Assistant & Operations Manager | Operations and finance business services, media · New York (from the bio) | none on record | f•••••.com Fact |
| A•••• H••••••••• | Account Executive | Other business services, media · New York (from the bio) | none on record | f•••••.com Fact |
| A••••••••• ••••• E•••••• | Account Executive | Other business services, media · New York (from the bio) | none on record | f•••••.com Fact |
| C•••• J•••••• | Account Associate | Other business services, media, food · New York (from the bio) | none on record | f•••••.com Fact |
| C••••••••• C•••••• | Account Executive | Other hedge funds · business services, media · New York, Washington (from the bio) | none on record | f•••••.com Fact |
| E••••• B•••••• | Account Executive | Other business services, media · New York (from the bio) | none on record | f•••••.com Fact |
| G•••••• C••••••••• | Account Associate | Other | none on record | f•••••.com Fact |
| G••••••• R•••• | Account Executive | Other technology, business services, media · California, New York (from the bio) | none on record | f•••••.com Fact |
| G•••• H••• | Account Associate | Other business services, media · New York (from the bio) | none on record | f•••••.com Fact |
| M••••• Z••••• | Account Associate | Other business services, financial services, media · New York (from the bio) | none on record | f•••••.com Fact |
| R•••••• G••••••• | Account Associate | Other private equity, real estate, hedge funds · business services, media · New York (from the bio) | none on record | f•••••.com Fact |
| R•••••• A•••••• | Account Associate | Other business services, media · New York (from the bio) | none on record | f•••••.com Fact |
| S••• W••••••• | Account Associate | Other | none on record | f•••••.com Fact |
| S••••• B•••• | Account Executive | Other business services, media · New York (from the bio) | none on record | f•••••.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 entities2show
Signals and timeline8show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 8 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
- Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
- Sep 12, 2026Classification changed••• Lockedc•••••••••Factno URL
- Sep 12, 2026Office discovered••• LockedDiscoveryInferenceapps.irs.gov
- Dec 31, 2024Foundation assets changed••• LockedFoundationFactapps.irs.gov
- Dec 31, 2023Foundation assets changed••• LockedFoundationFactapps.irs.gov
- Dec 31, 2024Foundation officer left••• LockedFoundationFactapps.irs.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
Sources and evidence22show
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. 22 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (9)
+20 v••••••• b••••••• p••••• (2)
Data confidence
+10 w••••••
+10 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+-2 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($498,332)
+0 r••• (2308)
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
+40 f••••• n•••• (F•••• family)
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
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Bios read | bio-fo-1 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••.com | Fact |
| Family served | F•••• family | n/a | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Family served | F•••• family | n/a | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Foundation ico signal | T•• 1•• M••• M•• F••••••••• | Dec 1, 2025 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Foundation ico signal | M•••••••• C••••••••• F••••••••• | Dec 1, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| News read | news-fo-1 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••.com | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••.com | Fact |
| Team page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••.com | Fact |
| Team page url | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••.com | Fact |
| Team page url | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••.com | Fact |
| Team page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••.com | Fact |
| Team page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••.com | Fact |
| Website | ••• Locked | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) f•••••.com | Inference |
| Website | ••• Locked | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) f•••••.com | Inference |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••.com | Fact |
| Website title | FFO, LLC Wealth & Financial Planning | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••.com | Fact |
| Website title | FFO, LLC Wealth & Financial Planning | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••.com | Fact |