DFX Intelligence
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F••••• M••••••••• G••••
Outsourced family office provider· Waltham, MA
Outsourced family office provider, based in Waltham, MA.
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
- Not established
- Decision makers
- Not established
- Capital scale
- Not established
- Last deployment
- Not established
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
- Contact points 2
Readings, classification basis and verificationidentity confidence 80% · 13 observations · 3 sourcesShowHide
Outsourced family office providerVerified Sep 16, 2026 (7 days ago)4 people · 0 investments · 0 public positions · 3 events
Why this class: the office describes itself as a outsourced family office (cited).
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 28% (low value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Outsourced family office provider
- Description
- ••• Locked
- Headquarters
- Waltham, MA
- Office address
- unknown
- Business phone
- unknown
- Website
- f•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
Classification history
- Sep 20, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
- Sep 14, 2026Single family office (confirmed) 85%its own press release describes it as a single family office (cited)Fact
- Sep 12, 2026Multi-family office 85%its own press release describes it as a multi family office (cited)Fact
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 |
|---|---|---|---|---|
| D•••• K••••• | Director, Financial Reporting | Operations and finance · investment decisions | none on record | f•••••••••.com Fact |
| G••••• I•••• | Director of Family Education & Governance | Operations and finance · investment decisions | none on record | f•••••••••.com Fact |
| K••••••• T••••• | Managing Director, Senior Client Advisor | Operations and finance | none on record | f•••••••••.com Fact |
| N••••• B••••• | Managing Director, Senior Client Advisor | Operations and finance | none on record | f•••••••••.com 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 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 10, 2026Office discovered••• LockedDiscoveryFactprnewswire.com
- Sep 20, 2026Classification changed••• Lockedc•••••••••Factno URL
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
Sources and evidence13show
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. 13 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+10 v••••••• b••••••• p••••• (1)
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)
+30 a•••••••••
Research priority
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (2201)
Mandate confidence
no components; scored 0
Identity confidence
+80 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••••• (6 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 “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) f•••••••••.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) f•••••••••.com | Fact |
| External consultant | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) f•••••••••.com | Fact |
| External consultant | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) f•••••••••.com | Fact |
| Headquarters | Waltham, MA “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) f•••••••••.com | Fact |
| Headquarters | Waltham, MA “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) f•••••••••.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Office type (stated) | multi_family_office | Mar 10, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | single_family_office | Mar 10, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Website | ••• Locked | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) f•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website search | not_found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website title | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |