DFX Intelligence
Family office profile
C•••••• F••••• P••••••• I••
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ILFamily investment companyidentity confidence 90%Top 500 by research priority
Why this class: SEC proxy states C•••••• F••••• P••••••• I•• is wholly owned by C•••••• family members and family trusts and holds the family's stake in the C•••••• business..
Verified Sep 16, 2026 (7 days ago)
Last observed Sep 21, 2026 · 28 observations · 3 sources
5 people · 2 investments · 0 public positions · 2 events
Private markets
30
moderate
Real estate
40
elevated
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, sponsor-friendly, co-investment.
Overviewshow
Profile completeness 41% (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
- Family investment company
- Description
- unknown
- Headquarters
- IL
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $56.5M 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 $56.5M. These are different facts and are never added together.
Classification history
- Sep 14, 2026Family investment company 90%SEC proxy states C•••••• F••••• P••••••• I•• is wholly owned by C•••••• family members and family trusts and holds the family's stake in the C•••••• business.Factverifiedsec.gov“••• Locked”
- Sep 14, 2026Candidate 40%named on a family foundation's 990-PF as substantial contributor (THE JOHN P CALAMOS FOUNDATION)Inferenceapps.irs.gov“••• Locked”
Family and wealth originshow
- Family served
- C•••••• family
- Source of wealth
- unknown
- Operating company origin
- unknown
Team5 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J••• P• C•••••• S• family | Co-owner and board observer, C•••••• F••••• P••••••• | Board | none on record | sec.gov Fact |
| L•••• C••••••••• family | Board observer, C•••••• F••••• P••••••• | Board | none on record | sec.gov Fact |
| J••• P• C•••••• S• family | President, C•••••• F••••• P•••••••; founder and Global Chief Investment Officer, C•••••• Investments | Family principal · investment decisions | none on record | sec.gov Fact |
| N••• P• C•••••• family | Co-owner, C•••••• F••••• P••••••• | Family principal | none on record | sec.gov Fact |
| J••• K•••••••• | Chief Executive Officer, C•••••• Asset Management | Leadership | none on record | sec.gov Fact |
Investment mandateshow
••• Locked
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
- States
- none Fact
- Control
- majority (2) Fact
- Sectors
- mixed use (1), hospitality (1) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- real estate (2) Fact
- Direct vs fund
- Fund: 0 · Direct: 0 · Real estate: 2 Fact
- Sponsors backed
- none Fact
- Investment count
- 2 Fact
- Investment kinds
- development (1), direct (1) Fact
- First and last deal
- Last: unknown · First: unknown Fact
- Lead vs participant
- lead (2) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
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
- C••••••• C••••• Development · n/a citygatecentre.com
- H•••• A••••• Direct · n/a naperville.net
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities1show
Signals and timeline2show
Sources and evidence28show
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. 28 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (••• Locked)
Data confidence
+10 p•••••
+15 i•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+9 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($56,507,546)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (381)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
+40 r••• e••••• i•••••••••
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (C•••••• family)
+20 f••••• p•••••••• o• s••••
Private markets propensity
+30 p•••••• m•••••• i••••••••• o•••••••
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
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Decision rights | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Decision rights | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Decision rights | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Decision rights | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Decision rights | ••• Locked “••• Locked” | Feb 14, 2017 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Decision rights | ••• Locked “••• Locked” | Sep 30, 2016 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family involvement | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family involvement | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family served | C•••••• family “••• Locked” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Formation year | ••• Locked “Founded 1977; 49 years ago (1977)” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Formation year | ••• Locked “Founded 1977; 49 years ago (1977)” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Foundation contributor | THE JOHN P CALAMOS FOUNDATION | Dec 31, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Legal entity | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Legal entity | ••• Locked “C•••••• Property Holdings LLC, Naperville, IL” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) citygatecentre.com | Fact |
| Legal entity | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Legal entity | ••• Locked “C•••••• Property Holdings LLC, Naperville, IL” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) citygatecentre.com | Fact |
| Legal entity | ••• Locked “••• Locked” | Feb 14, 2017 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Liquidity event | ••• Locked “••• Locked” | Jan 11, 2017 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Office type (stated) | family_investment_company “••• Locked” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) naperville.net | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) naperville.net | Fact |
| Real estate strategy | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) naperville.net | Fact |
| Real estate strategy | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) naperville.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 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 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |