DFX Intelligence
Family Office Intelligence
Family office profile
F••• E••••• P•••••••
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Garden City, NYMulti-family officeidentity confidence 90%f•••••••••.com
Why this class: F••• E••••• P••••••• sells a single-family-office style service to a limited number of ultra-high-net-worth families, so it serves several families..
Verified Sep 13, 2026 (8 days ago)
Last observed Sep 21, 2026 · 47 observations · 3 sources
5 people · 0 investments · 0 public positions · 3 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% (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
- F••• E••••• P••••••• is a boutique single-family office serving ultra-high-net-worth families with customized wealth management, estate planning, investment, tax strategy and educational services tailored to each family’s goals and values.
- Headquarters
- Garden City, NY
- Office address
- 1044 FRANKLIN AVENUE, SUITE 205, Garden City, NY, 11530
- Business phone
- 917-685-1360
- Website
- f•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $163M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $163M as of Mar 31, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Jan 2, 2025 · 7 employeesFact
- Client mix (Form ADV 5.D)
- High net worth individuals: 5 ($163M)Fact
Classification history
- Sep 13, 2026Multi-family office 90%F••• E••••• P••••••• sells a single-family-office style service to a limited number of ultra-high-net-worth families, so it serves several families.Factverifiedf•••••••••.com“F••• E••••• delivers a bespoke single-family office experience tailored to ultra-high-net-worth families.”
- Sep 12, 2026Single family office (probable) 55%registered adviser whose Item 5.D reads as one family: few HNW clients, no other client type, at least $50M R•••Inference
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.
Team5 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| G•••••• A•••• C••••••• | Chief Investment Officer | Chief investment officer · investment decisions direct investments · private equity · financial services (from the bio) | email: g•••••••••@f•••••••••.com (verified by provider, Sep 12, 2026) | |
| A••••• T••••• C•••••• | Managing Member and Ceo | Leadership hedge funds · New York, Pennsylvania (from the bio) | email: a•••••••••@f•••••••••.com (verified by provider, Sep 12, 2026) | |
| A••• C•••••• | Founder, Managing Partner | Leadership hedge funds · New York, Pennsylvania (from the bio) | email: a•••••••••@f•••••••••.com (verified by provider, Sep 12, 2026) | f•••••••••.com Fact |
| W••••••• S•••• E•••• | Member and President | Leadership | none on record | |
| K•••• J• F••••••• | COO and Cco | Other | none on record |
Office contact points
Office address: 1044 FRANKLIN AVENUE, SUITE 205, Garden City, NY, 11530 (published by the subject) adviserinfo.sec.gov
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 entities3show
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.
- Sep 13, 2026Classification changedF••• E••••• P•••••••: PROBABLE_SFO -> CONFIRMED_MFO (F••• E••••• P••••••• sells a single-family-office style service to a limited number of ultra-high-net-worth families, so it serves several families.)c•••••••••Factf•••••••••.com
- Jan 2, 2025Registered as SEC adviserF••• E••••• P••••••• became an SEC RIA with $162,745,852 R•••OrganisationFactadviserinfo.sec.gov
- Sep 11, 2026Office discoveredF••• E••••• P••••••• found on the SEC adviser roster (name, sfo_shape)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence47show
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. 47 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (A••••• T••••• C•••••• (Managing Member and Ceo); W••••••• S•••• E•••• (Member and President); G•••••• A•••• C••••••• (Chief Investment Officer))
+30 v••••••• b••••••• e••••• (3)
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+11 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($162,745,852)
+8 m••••••••• o•••••
+0 r••• (893)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (CONFIRMED_MFO (F••• E••••• P••••••• sells a single-family-office style service to a limited number of ultra-high-net-worth families, so it serves several families.))
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
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name,sfo_shape | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name,sfo_shape | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-03-31 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | F••• E••••• Family Office LLC | F••• E••••• P••••••• | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | F••• E••••• Family Office LLC | F••• E••••• P••••••• | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | F••• E••••• Family Office LLC | F••• E••••• P••••••• | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | F••• E••••• Family Office LLC | F••• E••••• P••••••• | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,portfolio_management_pooled_vehicles,portfolio_management_businesses_institutions,selection_of_other_advisers | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2025-01-02 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Bios read | bio-fo-1 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Branch offices | 3 | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 3 | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 3 | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 3 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | 917-685-1360 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 5 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"high_net_worth_individuals":{"clients":5,"raum_usd":162745852,"fewer_than_5":false}} | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | F••• E••••• P••••••• is a boutique single-family office serving ultra-high-net-worth families with customized wealth management, estate planning, investment, tax strategy and educational services tailored to each family’s goals and values. | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Description | F••• E••••• P••••••• is a boutique single-family office serving ultra-high-net-worth families with customized wealth management, estate planning, investment, tax strategy and educational services tailored to each family’s goals and values. | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Description | F••• E••••• P••••••• is a boutique single-family office serving ultra-high-net-worth families with customized wealth management, estate planning, investment, tax strategy and educational services tailored to each family’s goals and values. | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Employees | 7 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Garden City, NY | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Legal form | Limited Liability Company | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | 1044 FRANKLIN AVENUE, SUITE 205, Garden City, NY, 11530 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | multi_family_office “F••• E••••• delivers a bespoke single-family office experience tailored to ultra-high-net-worth families.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) f•••••••••.com | Fact |
| Private funds advised | 0 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $0 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• accounts | 36 | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• hnw usd | $163M | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• usd | $163M | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 4 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Team page url | https://f•••••••••.com/ | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Team page url | https://f•••••••••.com/ | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Team page url | https://f•••••••••.com/ | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Team page url | https://f•••••••••.com/ | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Team page url | https://f•••••••••.com/ | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Team page url | https://f•••••••••.com/ | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Team page url | https://f•••••••••.com/ | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website | f•••••••••.com “office w•••••• f•••••••••.com” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) f•••••••••.com | Fact |
| Website | f•••••••••.com | Mar 31, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | 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 title | F••• E••••• P••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website title | F••• E••••• P••••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website title | F••• E••••• P••••••• | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |