DFX Intelligence
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I••••••••• F••••• O••••• L••
Outsourced family office provider· Somers, NY
Outsourced family office provider, based in Somers, NY, with 1 direct investment on record.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Direct investments
- 1
- Decision makers
- 1 of 17
- Regulatory AUM
- $65.8M
- Last deployment
- Jun 2026
Deal announcements, Form D and filings
The office's site, Form ADV Schedule A and filings
Form ADV, Item 5.F
The latest dated investment or commitment on record
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
- Contact points 18
Readings, classification basis and verificationidentity confidence 75% · 59 observations · 4 sourcesShowHide
Outsourced family office providerVerified Sep 13, 2026 (9 days ago)17 people · 1 investments · 0 public positions · 4 events
Why this class: I••••••••• F••••• O••••• L•• now trades as I••••••••• Private Wealth Management, a wealth manager selling family governance, tax and estate services to many high-net-worth families..
Direct investing
30
moderate
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, private markets, sponsor-friendly, real estate, co-investment.
Profile completeness 50% (low value, low value deep; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
How the office says it invests
- “••• Locked”i•••••••••.com
- “••• Locked”i•••••••••.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
- Outsourced family office provider
- Description
- ••• Locked
- Headquarters
- Somers, NY
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- i•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $65.8M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $65.8M as of Apr 15, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Feb 9, 2024 · 8 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: 263 ($27.6M); High net worth individuals: 13 ($38.2M)Fact
Classification history
- Sep 13, 2026Outsourced family office provider 75%I••••••••• F••••• O••••• L•• now trades as I••••••••• Private Wealth Management, a wealth manager selling family governance, tax and estate services to many high-net-worth families.Factverifiedi•••••••••.com“••• Locked”
- Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
- Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
Team17 people, 1 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| P••• P••••••• | Chief Investment Officer | Chief investment officer · investment decisions | email: ••• Locked (unverified) | innovativepwm.com Fact |
| C••• S••••• | Investment Adviser Representative | direct i••••••••• · investment decisions | email: ••• Locked (unverified) | innovativepwm.com Fact |
| D••••••• D••••••• | Investment Adviser Representative | direct i••••••••• · investment decisions | email: ••• Locked (unverified) | innovativepwm.com Fact |
| H••••••• H••••• | Investment Analyst | direct i••••••••• · investment decisions | email: ••• Locked (unverified) | innovativepwm.com Fact |
| J•• P•••••••• | Investment Adviser Representative | direct i••••••••• · investment decisions | email: ••• Locked (unverified) | innovativepwm.com Fact |
Full team · 17 peopleShow fewerdecision makers first
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| M••• R•••••••• | Investment Adviser Representative | direct i••••••••• · investment decisions | email: ••• Locked (unverified) | innovativepwm.com Fact |
| P••• P•••••• | Investment Adviser Representative | direct i••••••••• · investment decisions | email: ••• Locked (unverified) | innovativepwm.com Fact |
| P••• P•••••• | Investment Adviser Representative | direct i••••••••• · investment decisions | email: ••• Locked (unverified) | innovativepwm.com Fact |
| S•••• H•••• | Investment Adviser Representative | direct i••••••••• · investment decisions | email: ••• Locked (unverified) | innovativepwm.com Fact |
| V•••• U••••• | Investment Adviser Representative | direct i••••••••• · investment decisions | email: ••• Locked (unverified) | innovativepwm.com Fact |
| C•••• B••••• | Managing Director | Leadership | email: ••• Locked (unverified) | innovativepwm.com Fact |
| M•••••• S••••••• | Managing Director | Leadership | email: ••• Locked (unverified) | innovativepwm.com Fact |
| N••••••• J•••••• M•••••• | Managing Member, Chief Compliance Officer | Leadership | email: ••• Locked (unverified) | |
| N••• M•••••• | Founder & President | Leadership | email: ••• Locked (unverified) | innovativepwm.com Fact |
| M•••••• V••••••••• | Director of Finance | Operations and finance | none on record | innovativepwm.com Fact |
| H••••• F•••••• | Executive Assistant | Other | none on record | innovativepwm.com Fact |
| S•••••• M•••••• | Senior Executive Assistant | Other | none on record | innovativepwm.com Fact |
Office contact points
Signals and timeline4show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.
- Jun 17, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
- Sep 13, 2026Classification changed••• Lockedc•••••••••Facti•••••••••.com
- Sep 12, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
- Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
Investment mandateshow
••• Locked
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
- States
- none Fact
- Control
- unknown (1) Fact
- Sectors
- none Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- none Fact
- Direct vs fund
- Fund: 0 · Direct: 1 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 1 Fact
- Investment kinds
- portfolio listing (1) Fact
- First and last deal
- Last: unknown · First: unknown Fact
- Lead vs participant
- unknown (1) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
Inferred (regulatory shape and team)
- Direct investment team
- 9 Inferencenamed professionals with this responsibility
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments1 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Date not disclosed | E•••••• A••••••••• S••••••••• | Portfolio listing | unknown | unknown | unknown | none named | innovativepwm.com Fact “••• Locked” |
Investment vehicles (SEC Form D)
- I••••••••• A•••• V•••••• D•• · shared principal · Jun 17, 2026 · via N••• M•••••• Inference sec.gov
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 entities4show
Sources and evidence59show
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. 59 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+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
+9 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($65,815,282)
+3 d••••• i••••••••• o• r•••••
+2 F••• D• v••••••• l•••••
+0 r••• (1630)
Mandate confidence
+10 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+75 c••••••••• (••• Locked)
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
+15 o••••••• d••••• i••••••••• (1 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
View all 59 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name,services_d••••••••• | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-04-15 | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 21, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 20, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 19, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other services (Form ADV) | FAMILY OFFICE SERVICES | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Advisory services (Form ADV 5.G) | Portfolio management individuals, portfolio management businesses institutions, other | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2024-02-09 | Apr 15, 2026 | SEC F••• 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) innovativepwm.com | Fact |
| Branch offices | 0 | Sep 21, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 0 | Sep 20, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 0 | Sep 19, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 0 | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | ••• Locked | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 13 | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | Individuals: clients: 263; RAUM usd: 27,568,779; Fewer than 5: no; High net worth individuals: clients: 13; RAUM usd: 38,246,503; Fewer than 5: no | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) innovativepwm.com | Fact |
| Description | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) innovativepwm.com | Fact |
| Description | ••• Locked | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) innovativepwm.com | Fact |
| Employees | 8 | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Somers, NY | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.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) i•••••••••.com | Fact |
| Legal form | Limited Liability Company | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | ••• Locked | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | Outsourced family office “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) i•••••••••.com | Fact |
| Portfolio listed | E•••••• A••••••••• S••••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) innovativepwm.com | Fact |
| Portfolio listed | E•••••• A••••••••• S••••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) innovativepwm.com | Fact |
| Portfolio listed | E•••••• A••••••••• S••••••••• | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) innovativepwm.com | Fact |
| Portfolio page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) withheld-1 | Fact |
| Portfolio page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) withheld-2 | Fact |
| Portfolio page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) withheld-3 | Fact |
| Portfolio page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) withheld-4 | Fact |
| Private funds advised | 0 | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $0 | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Accounts (Form ADV) | 276 | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| HNW client assets (Form ADV) | $38.2M | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $65.8M | Apr 15, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 1 | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Site mentions | Private credit, real estate | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) innovativepwm.com | Fact |
| Site mentions | Private credit, real estate | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) innovativepwm.com | Fact |
| Site mentions | Private credit, real estate | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) innovativepwm.com | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) withheld-5 | Fact |
| Team page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) withheld-6 | Fact |
| Team page url | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) withheld-7 | Fact |
| Team page url | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) withheld-8 | Fact |
| Team page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) withheld-9 | Fact |
| Team page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) withheld-10 | Fact |
| Team page url | ••• Locked | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) withheld-11 | Fact |
| Website | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) i•••••••••.com | Fact |
| Website | ••• Locked | Apr 15, 2026 | SEC F••• 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) innovativepwm.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) innovativepwm.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) innovativepwm.com | Fact |
| Website title | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) innovativepwm.com | Fact |
| Website title | ••• Locked | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) innovativepwm.com | Fact |