DFX Intelligence
Family office profile
S•••• C•••••• M•••••••••
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Providence, Rhode IslandSingle family office (probable)identity confidence 70%Top 500 by research prioritys•••••••.com
Why this class: a filing by a third party describes it as a single family office (cited).
Verified Sep 16, 2026 (7 days ago)
Last observed Sep 22, 2026 · 29 observations · 5 sources
9 people · 16 investments · 0 public positions · 3 events
Direct investing
85
high
Private markets
60
high
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: external managers, sponsor-friendly, real estate, co-investment.
Overviewshow
Profile completeness 53% (high value, high value deep; the most valuable missing fact is fund relationships)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
How the office says it invests
- “••• Locked”s•••••••.com
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
- Classification
- Single family office (probable)
- Description
- ••• Locked
- Headquarters
- Providence, Rhode Island
- Office address
- unknown
- Business phone
- unknown
- Website
- s•••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
Classification history
- Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
- Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth originshow
- Family served
- S•••• Capital family
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team9 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| P••• D•••••• | Principal | direct i••••••••• · investment decisions | email: ••• Locked (verified by provider, Sep 21, 2026) | s•••••••.com Fact |
| P••• S•••• family | Founder | Family principal · investment decisions | none on record | s•••••••.com Fact |
| C•••• S•••• | President | Leadership · investment decisions | none on record | s•••••••.com Fact |
| C•••• S•••• | President | Leadership | none on record | s•••••••.com Fact |
| P••• D•••••• | Principal | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | s•••••••.com Fact |
| P••• J• S•••• | Chief Executive Officer and Founder | Leadership · investment decisions | none on record | sec.gov Fact |
| P••• S•••• | Founder | Leadership | none on record | s•••••••.com Fact |
| C•••• P••••• | Senior Associate | Other | none on record | s•••••••.com Fact |
| R•• K•••• | Senior Associate | Other | none on record | s•••••••.com Fact |
Former
C••••••••• S• S••••, President, until Mar 16, 2021
Office contact points
Investment mandateshow
••• Locked
Stated (their words, cited)
- Geography mandate
- ••• Locked Fact s•••••••.com“••• Locked”
- Check size low usd
- 5000000 Fact s•••••••.com“••• Locked”
- Control preference
- withheld-1 Fact s•••••••.com“••• Locked”
- Check size high usd
- 50000000 Fact s•••••••.com“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- unknown (16) Fact
- Sectors
- consumer (2), industrial (2), professional services (1), media technology (1), media (1), healthcare (1), software (1), electronics (1) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- private equity (16) Fact
- Direct vs fund
- Fund: 0 · Direct: 16 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 16 Fact
- Investment kinds
- direct (16) Fact
- First and last deal
- Last: unknown · First: unknown Fact
- Lead vs participant
- unknown (16) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
Inferred (regulatory shape and team)
- Direct investment team
- 1 Inferencenamed professionals with this responsibility
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- North America and Europe, with a stated interest in New England companies
- Check size
- $5.0M to $50.0M
Direct investments16 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| n/a | N••••••• M••••• C•••••• | Direct | industrial | unknown | unknown | none named | s•••••••.com Fact “••• Locked” |
| n/a | T•• W•••••••• R•• S•• | Direct | sports | unknown | unknown | none named | s•••••••.com Fact “••• Locked” |
| n/a | D••••• H••••• | Direct | healthcare | unknown | unknown | none named | s•••••••.com Fact “••• Locked” |
| n/a | R•••••• | Direct | logistics | unknown | unknown | none named | s•••••••.com Fact “••• Locked” |
| n/a | T••••••••• I••••••••• •••• | Direct | electronics | unknown | unknown | none named | s•••••••.com Fact “••• Locked” |
| n/a | A••••• C•••••• | Direct | industrial materials | unknown | unknown | none named | s•••••••.com Fact “••• Locked” |
| n/a | A••••••••• T•••••• G•••• | Direct | entertainment | unknown | unknown | none named | s•••••••.com Fact “••• Locked” |
| n/a | S•• | Direct | defense/government IT | unknown | unknown | none named | s•••••••.com Fact “••• Locked” |
| n/a | P••••• | Direct | industrial services | unknown | unknown | none named | s•••••••.com Fact “••• Locked” |
| n/a | C••••••••• T••••••••• I••• | Direct | industrial | unknown | unknown | none named | s•••••••.com Fact “••• Locked” |
| n/a | B•••••• | Direct | software | unknown | unknown | none named | s•••••••.com Fact “••• Locked” |
| n/a | D•••• | Direct | media technology | unknown | unknown | none named | s•••••••.com Fact “••• Locked” |
| n/a | L••• R••••••••• G•••• | Direct | consumer | unknown | unknown | none named | s•••••••.com Fact “••• Locked” |
| n/a | F•••• • F••••• | Direct | consumer | unknown | unknown | none named | s•••••••.com Fact “••• Locked” |
| n/a | R••••••••• M•••• | Direct | media | unknown | unknown | none named | s•••••••.com Fact “••• Locked” |
| n/a | H••••••• • S•••••••• | Direct | professional services | unknown | unknown | none named | s•••••••.com Fact “••• Locked” |
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 entitiesshow
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.
- Mar 30, 2023Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Jun 1, 2020Office formed••• LockedOrganisationFactbostonglobe.com
Sources and evidence29show
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. 29 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (3)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+15 d••••• i••••••••• o• r•••••
+0 r••• (248)
Mandate confidence
+70 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
+10 c•••• s••• s••••• ($5,000,000 to $50,000,000)
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (S•••• Capital family)
+20 f••••• p•••••••• o• s••••
Private markets propensity
+60 p•••••• m•••••• i••••••••• o•••••••
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+70 o••••••• d••••• i••••••••• (16 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset allocation stated | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Aum stated | ••• Locked “••• Locked” | Dec 1, 2020 | DFX analyst research (General-assisted, every claim URL-cited) bostonglobe.com | Fact |
| Check size (high) | 50000000 “$5-50M+ Equity Investments” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Check size (low) | 5000000 “$5-50M+ Equity Investments” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Control preference | Control Acquisitions, Minority Investments, Opportunistic Growth/Venture Investments “Control Acquisitions, Minority Investments, Opportunistic Growth/Venture Investments” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Description | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Edgar fts discovery | family office | Mar 30, 2023 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family involvement | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Family served | S•••• Capital family | n/a | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Formation year | 2020 “••• Locked” | Dec 1, 2020 | DFX analyst research (General-assisted, every claim URL-cited) bostonglobe.com | Fact |
| Geographic mandate | ••• Locked “New England-based companies across all industries” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Headquarters | Providence, Rhode Island “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Headquarters | Providence, Rhode Island | Mar 30, 2023 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Investment thesis (stated) | ••• Locked | Sep 21, 2026 | The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) s•••••••.com | Fact |
| Office type (stated) | single_family_office | Mar 30, 2023 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Operating model inhouse | President leads day-to-day operations and investment activities “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Satellite office | West Palm Beach, Florida “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Site mentions | co_investment,venture | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••.com | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••.com | Fact |
| Team page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••.com | Fact |
| Team page url | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Website | ••• Locked | Sep 19, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) s•••••••.com | Inference |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••.com | Fact |
| 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 |
| Website title | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••.com | Fact |