DFX Intelligence
Family Office Intelligence
Family office profile
P••••••• I• T•••• I••
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MICandidateidentity confidence 25%p•••••••••.org
Why this class: no rule matched; held as a candidate pending research.
Not yet hand-verified
Last observed Sep 21, 2026 · 11 observations · 3 sources
4 people · 0 investments · 0 public positions · 1 events
This entity is a candidate. One public signal put it on the graph (no rule matched; held as a candidate pending research); it is not counted as a confirmed family office and nothing below should be read as saying it is one.
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 25% (medium value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Candidate
- Description
- ••• Locked
- Headquarters
- MI
- Office address
- unknown
- Business phone
- unknown
- Website
- p•••••••••.org
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $376M 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 $376M. These are different facts and are never added together.
Classification history
- Sep 20, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
- Sep 14, 2026Candidate 40%named on a family foundation's 990-PF as substantial contributor (THE SAMUEL AND JEAN FRANKEL)Inferenceapps.irs.gov“••• Locked”
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.
Team4 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| L••• A•••• | Marketing & Social Media Manager | Leadership | none on record | p•••••••••.org Fact |
| R•••• E•• G•••••• | Founder & CEO | Leadership | none on record | p•••••••••.org Fact |
| T•••••• F•••••••• | COO | Operations and finance | none on record | p•••••••••.org Fact |
| C•••• A••••• | Development Associate | Other | none on record | p•••••••••.org Fact |
Office contact points
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 entities1show
Signals and timeline1show
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 20, 2026Classification changedP••••••• I• T•••• I••: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (no rule matched; held as a candidate pending research)c•••••••••Inferenceno URL
Sources and evidence11show
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. 11 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($376,489,649)
+3 c••••••••• i••••••• u•••••••••
+0 r••• (1349)
Mandate confidence
no components; scored 0
Identity confidence
+25 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
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.org | Fact |
| Foundation contributor | THE SAMUEL AND JEAN FRANKEL | Dec 31, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Site mentions | real_estate | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.org | Fact |
| Team page url | https://p•••••••••.org/ | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.org | Fact |
| Team page url | https://p•••••••••.org/ | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.org | Fact |
| Team page url | https://p•••••••••.org/ | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.org | Fact |
| Team page url | https://p•••••••••.org/ | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.org | Fact |
| Team page url | https://p•••••••••.org/ | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.org | Fact |
| Website | p•••••••••.org | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) p•••••••••.org | Inference |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.org | Fact |
| Website title | P••••••• i• T•••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.org | Fact |