DFX Intelligence
Family Office Intelligence
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
PMP Financial Group Inc
Boulder, COCandidateidentity confidence 30%
Why this class: in-care-of organisation on 1 private foundation(s) with $149,187 in assets (IRS); could be the family's investment company, its manager or its accountant.
Not yet hand-verified
Last observed Sep 16, 2026 · 3 observations · 2 sources
0 people · 0 investments · 0 public positions · 12 events
This entity is a candidate. One public signal put it on the graph (in-care-of organisation on 1 private foundation(s) with $149,187 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.
Identity
30
moderate
Data depth
10
low
Freshness
5
low
Active deployment
0
low
Direct investing
0
low
External managers
0
low
Private markets
0
low
Sponsor-friendly
0
low
Real estate
0
low
Co-investment
0
low
Contactability
0
low
Mandate confidence
0
low
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
Overview
Profile completeness 6% (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
- Boulder, CO
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
Classification history
- Sep 12, 2026Candidate 30%in-care-of organisation on 1 private foundation(s) with $149,187 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 $149,187 in assets (IRS); could be the family's investment company or its accountantInference
Family and wealth origin
- 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
No current professionals on the record.
Investment mandate
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
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
Form 13F holdings
No 13F filing on the record for this office.
Real estate
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
No co-investor on the record.
Independent sponsor relationships
No cited relationship to an independent sponsor.
Signals and timeline
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 12 events. 13F position changes are under Public stakes and holdings.
- Sep 12, 2026Classification changedPMP Financial Group Inc: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $149,187 in assets (IRS); could be the family's investment company, its manager or its accountant)ClassificationInferenceno URL
- Sep 12, 2026Office discoveredPMP Financial Group Inc named as in-care-of on Boulder Community Rowing Inc ($149,187 in assets)DiscoveryInferenceapps.irs.gov
- Dec 31, 2023Foundation officer joinedLAUREN HARELL (Vice President) appears on Boulder Community Rowing Inc's 2023-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2023Foundation officer joinedBRENDA BRUENING (Secretary) appears on Boulder Community Rowing Inc's 2023-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2023Foundation officer joinedLOTTE WATTS (Director) appears on Boulder Community Rowing Inc's 2023-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2023Foundation officer leftERIC OLSON (Vice President) is no longer on Boulder Community Rowing Inc's 2023-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2023Foundation officer leftJANINE TEMES (Director) is no longer on Boulder Community Rowing Inc's 2023-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2023Foundation officer leftBILL MEYER (President) is no longer on Boulder Community Rowing Inc's 2023-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2023Foundation officer joinedPRESTON FITZRANDOLPH (Treasurer) appears on Boulder Community Rowing Inc's 2023-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2023Foundation officer leftMEGAN ELLIOTT (Secretary) is no longer on Boulder Community Rowing Inc's 2023-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2023Foundation officer leftMICHAEL MERWIN (Treasurer) is no longer on Boulder Community Rowing Inc's 2023-12-31 returnFoundationFactapps.irs.gov
- Dec 31, 2023Foundation officer joinedMELANIE HOBART (Director) appears on Boulder Community Rowing Inc's 2023-12-31 returnFoundationFactapps.irs.gov
Sources and evidence
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. 3 shown.
Score components
Freshness
+5 days since the newest source-dated fact or analyst verification (1021 days)
Contactability
no components; scored 0
Data confidence
+10 independent sources (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 independent sources (2 sources)
Research priority
+3 candidate, identity unresolved
+5 no decision-maker yet (research would add one)
+2 no website known (research would find one)
+0 rank (1993)
Mandate confidence
no components; scored 0
Identity confidence
+30 classification (CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $149,187 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
no components; scored 0
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
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Foundation ico signal | Boulder Community Rowing Inc | Dec 1, 2023 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Website search | not_found | Sep 16, 2026 | DFX model output (classification rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 12, 2026 | DFX model output (classification rules, scores, mandates, matches) no URL | Inference |