A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

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The office, people and counterparty names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Sonoma, CACandidateidentity confidence 30%b•••••••••.com

Why this class: in-care-of organisation on 1 private foundation(s) with $178,219 in assets (IRS); could be the family's investment company, its manager or its accountant.

Not yet hand-verified
Last observed Sep 14, 2026 · 6 observations · 3 sources
0 people · 0 investments · 0 public positions · 3 events
This entity is a candidate. One public signal put it on the graph (in-care-of organisation on 1 private foundation(s) with $178,219 in assets (IRS); could be the family's investment company, its manager or its accountant); 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.

Overview
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Profile completeness 16% (low value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
unknown
Headquarters
Sonoma, CA
Office address
unknown
Business phone
unknown
Website
b•••••••••.com
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$178,219 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 $178,219. These are different facts and are never added together.
Classification history
  • Sep 12, 2026Candidate 30%in-care-of organisation on 1 private foundation(s) with $178,219 in assets (IRS); could be the family's investment company, its manager or its accountantInference
  • Sep 12, 2026Candidate 40%in-care-of organisation on 1 private foundation(s) with $178,219 in assets (IRS); could be the family's investment company or its accountantInference
Family and wealth origin
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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.

Team
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No current professionals on the 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
3show

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.

  • Sep 12, 2026Classification changedB•••• T•••• A•••••• G•••• L•: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $178,219 in assets (IRS); could be the family's investment company, its manager or its accountant)c•••••••••Inferenceno URL
  • Sep 12, 2026Office discoveredB•••• T•••• A•••••• G•••• L• named as in-care-of on J••• a•• S••••• L••••• F••••••••• ($178,219 in assets)DiscoveryInferenceapps.irs.gov
  • Dec 31, 2024Foundation dropped a fundJ••• a•• S••••• L••••• F••••••••• no longer reports 16 SHS DIGITAL REALTY TRUST (was $0.0M) on its 2024-12-31 returnFoundationFactapps.irs.gov
Sources and evidence
6show

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. 6 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
no components; scored 0
Data confidence
+10 w••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
Research priority
+-4 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($178,219)
+3 c••••••••• i••••••• u•••••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (2229)
Mandate confidence
no components; scored 0
Identity confidence
+30 c••••••••• (CANDIDATE_FAMILY_OFFICE (in-care-of organisation on 1 private foundation(s) with $178,219 in assets (IRS); could be the family's investment company, its manager or its accountant))
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
FactValueEffectiveSourceClass
Foundation ico signalJ••• a•• S••••• L••••• F•••••••••Dec 1, 2025IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.govFact
Websiteb•••••••••.comSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) xn--b-1hnaaaaaaaa.comInference
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--b-1hnaaaaaaaa.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--b-1hnaaaaaaaa.comFact
Website statusunreachableSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--b-1hnaaaaaaaa.comFact
Website statusunreachableSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--b-1hnaaaaaaaa.comFact