Family office profile

S•••••• H••••••• L••

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••• LockedFamily investment companyidentity confidence 75%Top 500 by research priority

Why this class: S•••••• H••••••• L••'s Florida filing shows its principal address is the identical private mailbox suite used by the S•••••••-controlled S•• F•••••••••, indicating it is A••••• J. S•••••••'s own holding vehicle funding the family's foundation..

Verified Sep 16, 2026 (6 days ago)
Last observed Sep 21, 2026 · 20 observations · 3 sources
3 people · 0 investments · 0 public positions · 1 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.

Overview
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Profile completeness 38% (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
••• Locked
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$61.6M 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 $61.6M. These are different facts and are never added together.
Classification history
  • Sep 14, 2026Family investment company 75%S•••••• H••••••• L••'s Florida filing shows its principal address is the identical private mailbox suite used by the S•••••••-controlled S•• F•••••••••, indicating it is A••••• J. S•••••••'s own holding vehicle funding the family's foundation.Factverifiedflbusinessgo.com••• Locked
  • Sep 14, 2026Candidate 40%named on a family foundation's 990-PF as substantial contributor (S•• F••••••••• I••)Inferenceapps.irs.gov••• Locked
Family and wealth origin
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Family served
S•••••• H••••••• L•• is the corporate member of S•• F••••••••• I••, the S••••••• family's private foundation, alongside individual directors A••••• J. S•••••••, M••••• J. D•••••••• and R••••• S•••••••
Source of wealth
••• Locked
Operating company origin
TGS Management grew out of Princeton-Newport Partners, the pioneering quant hedge fund raided by federal agents in 1987
Team
3 peopleshow
PersonTitleResponsibilityBusiness contactSource
M••••• J• D••••••••D•••••••• S•• F••••••••• I••Boardnone on record
A••••• J• S••••••• familyD•••••••• S•• F••••••••• I••Family principal · investment decisionsnone on record
R••••• S••••••• familyD•••••••• S•• F••••••••• I••Family principalnone on record
Investment mandate
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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
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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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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
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Form 13F holdings
No 13F filing on the record for this office.
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
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factflbusinessgo.com
Sources and evidence
20show

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. 20 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
no components; scored 0
Data confidence
+10 p•••••
+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•••••• ($61,573,692)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (200)
Mandate confidence
no components; scored 0
Identity confidence
+75 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•••• (••• Locked)
+20 f••••• p•••••••• o• s••••
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
FactValueEffectiveSourceClass
Family served••• Locked
S•••••• H••••••• L••
Jan 1, 2024DFX analyst research (General-assisted, every claim URL-cited) projects.propublica.orgFact
Family wealth estimate••• Locked
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Jan 1, 2015DFX analyst research (General-assisted, every claim URL-cited) princetoninfo.comFact
Foundation contributorS•• F••••••••• I••Nov 30, 2024IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Headquarters••• Locked
SUNNY ISLES BEACH, FL
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) grantable.coFact
Headquarters••• Locked
SUNNY ISLES BEACH, FL
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) grantable.coFact
Liquidity event••• Locked
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Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) princetoninfo.comFact
Liquidity event••• Locked
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Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) princetoninfo.comFact
Office type (stated)family_investment_company
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Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) flbusinessgo.comFact
Operating company origin••• Locked
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Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) princetoninfo.comFact
Operating company origin••• Locked
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Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) princetoninfo.comFact
Philanthropy program••• Locked
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Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) princetoninfo.comFact
Philanthropy program••• Locked
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Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) influencewatch.orgFact
Philanthropy program••• Locked
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Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) influencewatch.orgFact
Philanthropy program••• Locked
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Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) princetoninfo.comFact
Source of wealth••• Locked
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Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact
Source of wealth••• Locked
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Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact
Website searchnot_foundSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 19, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference