A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

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Iselin, NJCandidateidentity confidence 30%

Why this class: in-care-of organisation on 1 private foundation(s) with $3,107,407 in assets (IRS); could be the family's investment company, its manager or its accountant.

Not yet hand-verified
Last observed Sep 16, 2026 · 5 observations · 2 sources
0 people · 0 investments · 0 public positions · 4 events
This entity is a candidate. One public signal put it on the graph (in-care-of organisation on 1 private foundation(s) with $3,107,407 in assets (IRS); could be the family's investment company, its manager or its accountant); it is not counted as a confirmed family office and nothing below should be read as saying it is one.

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.

Overview
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Profile completeness 13% (low value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
unknown
Headquarters
Iselin, NJ
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$6.0M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. Related foundation assets $6.0M. These are different facts and are never added together.
Classification history
  • Sep 12, 2026Candidate 30%in-care-of organisation on 1 private foundation(s) with $3,107,407 in assets (IRS); could be the family's investment company, its manager or its accountantInference
  • Sep 12, 2026Candidate 40%in-care-of organisation on 1 private foundation(s) with $3,107,407 in assets (IRS); could be the family's investment company or its accountantInference
Family and wealth origin
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Family served
C••••••• family
Source of wealth
unknown
Operating company origin
unknown
Team
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No current professionals on the record.
Investment mandate
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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
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No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
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Form 13F holdings
No 13F filing on the record for this office.
Real estate
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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
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No co-investor on the record.
Independent sponsor relationships
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No cited relationship to an independent sponsor.
Related entities
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Signals and timeline
4show

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 12, 2026Classification changedS••••• M••••••••• L••: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $3,107,407 in assets (IRS); could be the family's investment company, its manager or its accountant)c•••••••••Inferenceno URL
  • Sep 12, 2026Office discoveredS••••• M••••••••• L•• named as in-care-of on C••••••• F••••• F••••••••• ($3,107,407 in assets)DiscoveryInferenceapps.irs.gov
  • Dec 31, 2023Foundation dropped a fundC••••••• F••••• F••••••••• no longer reports AG OPPORTUNISTIC WHOLE LOAN SELECT LP (was $0.0M) on its 2023-12-31 returnFoundationFactapps.irs.gov
  • Dec 31, 2023Foundation dropped a fundC••••••• F••••• F••••••••• no longer reports HIGHBRIDGE MEZZANINE PARTNERS (was $0.0M) on its 2023-12-31 returnFoundationFactapps.irs.gov
Sources and evidence
5show

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. 5 shown.

Score components
Freshness
+5 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (658 days)
Contactability
no components; scored 0
Data confidence
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 i••••••••• s•••••• (2 sources)
Research priority
+4 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($5,976,941)
+3 c••••••••• i••••••• u•••••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1645)
Mandate confidence
no components; scored 0
Identity confidence
+30 c••••••••• (CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $3,107,407 in assets (IRS); could be the family's investment company, its manager or its accountant))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (C••••••• family)
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
FactValueEffectiveSourceClass
Family servedC••••••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Family servedC••••••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Foundation ico signalC••••••• F••••• F•••••••••Dec 1, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Website searchnot_foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference