DFX Intelligence

Family office profile

I••••••• M••••••••• C••••

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New York, NYCandidateidentity confidence 30%

Why this class: 13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company.

Not yet hand-verified

Last observed Sep 23, 2026 · 61 observations · 3 sources

1 people · 0 investments · 11 public positions · 64 events

This entity is a candidate. One public signal put it on the graph (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company); 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 41% (medium 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: New York, NY
Office address: unknown
Business phone: unknown
Website: unknown
Year established: unknown
Assets under management: unknown
Foundation assets (IRS): $48.2M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale: Reported office AUM: unknown. 13F disclosed value $258M. Related foundation assets $48.2M. These are different facts and are never added together.
Form 13F: $258M across 11 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference

Family and wealth origin

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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.

Team

1 peopleshow

Person	Title	Responsibility	Business contact	Source
M•••••• E••••	CHIEF OPERATING OFFICER	Operations and finance	phone: ••• Locked (published by the subject, Aug 14, 2026)	sec.gov Fact

Office contact points

Office address: ••• Locked (published by the subject) sec.gov

Investment mandate

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••• Locked

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)

Public equity book: $197M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only

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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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
T•• L••	Trf	I••••••• F•••••••••	$5.1M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
E•• O••••••••• F••• I• L••	Ecp	I••••••• F•••••••••	$2.6M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
A••••••• I••••• F••• L•	A••••••• I•••••	I••••••• F•••••••••	$2.0M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
K•• G••••• I••••• F••• S•••	KKR Global I••••• S•••	I••••••• F•••••••••	$1.1M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
E•••••••• S•••• F••••••• L•••	E•••••••• S•••• F••••••	I••••••• F•••••••••	$986,832	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
E•••••••• I•••••••• F••• I••• L•	E•••••••• I••••••••	I••••••• F•••••••••	$832,945	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
A••••••• I••••• L••••••••• F•••	A••••••• I••••• L•••••••••	I••••••• F•••••••••	$567,720	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
I••••••• C••••• O••••••••• O•••••••• L•••	I••••••• Credit	I••••••• F•••••••••	$201,373	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
G• P•••••• E••••• P••••••• I• O••••••• L•	GS P•••••• Equity	I••••••• F•••••••••	$200,226	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
I••••••• E•• O••••••••• F••••• G•• L•	I••••••• Esg GP	I••••••• F•••••••••	$96,575	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
M••••••••• P••••••• t• E••••••• A••••••••• 2••• L••	M••••••••• P••••••• t• E••••••• A••••••••• 2•••	I••••••• F•••••••••	$88,965	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
I••••••• E•• O••••••••• O••••••• F•••••• L••	I••••••• Esg	I••••••• F•••••••••	$81,414	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
N••••••••• L••	N•••••••••	I••••••• F•••••••••	$51,855	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
T•• F••••• F••• ••••••• L•	Trf	I••••••• F•••••••••	$3,364	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
I••••••• C••••• O••••••••• G• L•	I••••••• Credit GP	I••••••• F•••••••••	$1,231	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov

Public stakes and holdings

11 positionsshow

Form 13F holdings

Top 11 positions of 11 for the quarter ended Jun 30, 2026; $258M shown of $258M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
V••••••• T••••••••• F••	VAN FT SE DEV MKT	$60.3M	846,437	23.4%
P••••• I••••••••• L••••••	COM	$53.0M	290,831	20.6%
I•••••• I••	CORE MSCI EMKT	$34.4M	415,605	13.4%
S••••• H••••• C•	COM	$29.5M	1,660,128	11.4%
N•••••• E••••• I••	COM	$25.0M	284,500	9.7%
T•••••••• G•••• I••	COM	$13.3M	10,000	5.2%
I•••••• I••	MSCI WORLD ETF	$12.3M	60,650	4.8%
S•••••••• G•••• I••	COM CL A	$10.9M	263,729	4.2%
P••••••• F••• S••• I•• N••	COM	$10.5M	120,000	4.1%
C••••••• S•••••• I•• • A•	COM	$4.7M	425,000	1.8%
V••••••• A•••••••• L••	SHS NEW	$3.8M	2,181,883	1.5%

Changes between the last two quarters

Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov
Dec 31, 2025 ••• Locked sec.gov
Dec 31, 2025 ••• Locked sec.gov
Dec 31, 2025 ••• Locked sec.gov
Sep 30, 2025 ••• Locked sec.gov
Sep 30, 2025 ••• Locked sec.gov
Sep 30, 2025 ••• Locked sec.gov
Sep 30, 2025 ••• Locked sec.gov
Sep 30, 2025 ••• Locked sec.gov
Sep 30, 2025 ••• Locked sec.gov
Sep 30, 2025 ••• Locked sec.gov
Jun 30, 2025 ••• Locked sec.gov
Jun 30, 2025 ••• Locked sec.gov
Jun 30, 2025 ••• Locked sec.gov
Jun 30, 2025 ••• Locked sec.gov

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

1show

Signals and timeline

9show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 9 events. 13F position changes are under Public stakes and holdings.

Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov
Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
Dec 31, 2024Foundation dropped a fund••• LockedFoundationFactapps.irs.gov
Dec 31, 2024Foundation officer left••• LockedFoundationFactapps.irs.gov
Dec 31, 2024Foundation officer left••• LockedFoundationFactapps.irs.gov
Dec 31, 2023Foundation holding down••• LockedFoundationFactapps.irs.gov
Dec 31, 2023Foundation holding down••• LockedFoundationFactapps.irs.gov
Dec 31, 2023Foundation holding down••• LockedFoundationFactapps.irs.gov

Sources and evidence

61show

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. 61 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (10 days)

Contactability

+10 v••••••• b••••••• p••••• (1)

Data confidence

+10 p•••••

+5 p••••• h•••••••

+10 r••••••••• r•••••

+15 i••••••••• s•••••• (3 sources)

Active deployment

no components; scored 0

Exists confidence

+50 r••••••••• i••••••••• •••• C•• o• E•••

+30 i••••••••• s•••••• (3 sources)

Research priority

+11 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($196,761,050)

+3 c••••••••• i••••••• u•••••••••

+5 n• d••••••••• y•• •••••••• w•••• a•• o•••

+2 n• w•••••• k•••• •••••••• w•••• f••• o•••

+0 r••• (648)

Mandate confidence

no components; scored 0

Identity confidence

+30 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 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••

+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

Fact	Value	Effective	Source	Class
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Edgar forms	13F-HR,13F-HR/A,N-PX	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	non_adviser_filer	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-06-30	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	11	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	9	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	8	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	8	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	8	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	2	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	9	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	2	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	8	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$258M	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$197M	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$195M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$174M	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$120M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$77.1M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$129M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$35.8M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$124M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$113M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Website search	not_found	Sep 21, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference
Website search	not_found	Sep 20, 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