DFX Intelligence
Family Office Intelligence
Family office profile
L••••••• A•••• M••••••••• L••
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222 North LaSalle Street, Suite 2000, Chicago, IL 60601Single family office (confirmed)identity confidence 85%Top 500 by research prioritye•••••••.com
Why this class: Chewy, Inc.'s investor-relations board bio (independent of our_source_url, a Family Capital article) confirms Henry C•••• and Company is 'a private family office affiliated with L•••••••,' matching our_sentence's d••••••••• of L••••••• A•••• M••••••••• as 'the investment arm of Henry C•••• & Co, a Chicago-based family office.'.
Verified Sep 16, 2026 (6 days ago)
Last observed Sep 21, 2026 · 29 observations · 4 sources
4 people · 3 investments · 0 public positions · 4 events
Direct investing
45
elevated
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.
Overviewshow
Profile completeness 50% (high value, high value deep; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Single family office (confirmed)
- Description
- Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create a custom portfolio that aligns with your goals.
- Headquarters
- 222 North LaSalle Street, Suite 2000, Chicago, IL 60601
- Office address
- unknown
- Business phone
- unknown
- Website
- e•••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $3.0B 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 $3.0B. These are different facts and are never added together.
Classification history
- Sep 15, 2026Single family office (confirmed) 85%Chewy, Inc.'s investor-relations board bio (independent of our_source_url, a Family Capital article) confirms Henry C•••• and Company is 'a private family office affiliated with L•••••••,' matching our_sentence's d••••••••• of L••••••• A•••• M••••••••• as 'the investment arm of Henry C•••• & Co, a Chicago-based family office.'Factverifiedinvestor.chewy.com“Mr. S••• also served as Vice President of Henry C•••• and Company, a private family office affiliated with L•••••••, from 1994 to 2023.”
- Sep 14, 2026Single family office (confirmed) 75%Family Capital reports L••••••• is the investment arm of Henry C•••• and Co, the C•••• family office in Chicago.Factverifiedfamcap.com“L••••••• A•••• M•••••••••, the investment arm of Henry C•••• & Co, a Chicago-based family office”
- Sep 14, 2026Candidate 40%named on a family foundation's 990-PF as substantial contributor (A••• A•• I•• C•••• M•••••••)Inferenceapps.irs.gov“L••••••• A•••• M••••••••• L••”
Family and wealth originshow
- Family served
- C•••• family
- Source of wealth
- unknown
- Operating company origin
- unknown
Team4 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| F••• C•• | Advisor Partnerships | Leadership | none on record | e•••••••.com Fact |
| A•••• R•••••••• | Vice President, Chief Operating Officer and Chief Compliance Officer | Operations and finance · investment decisions | none on record | sec.gov Fact |
| C•••• S•••••• | Certified Divorce Financial Analyst | Operations and finance | none on record | e•••••••.com Fact |
| A•••• A••••••••• | Executive Compensation | Other | none on record | e•••••••.com Fact |
Former
J•••• A• S•••, President and CEO of L••••••• (2003-2019); Executive Chairman (2019-2023, retired), until Sep 16, 2026
J•••• C••••, Chairman and CEO of Henry C•••• and Company (formerly President), until Sep 16, 2026
Office contact points
Investment mandateshow
3 i••••••••• on the record (public equity); sectors: aerospace & defense; last deal 2024-04-10. stated: Client accounts hold a 10.3% stake in G•••••• D••••••• C••••••••• common stock
Stated (their words, cited)
- Asset classes
- Client accounts hold a 10.3% stake in G•••••• D••••••• C••••••••• common stock Fact sec.gov“Percent of class represented by amount in Row (11) 10.3%”
- Invests directly
- Holds public-company positions on behalf of discretionary client accounts, not proprietary capital Fact sec.gov“By virtue of its management of L••••••• Client accounts, L••••••• beneficially owns”
Observed (from the investment record)
- States
- none Fact
- Control
- unknown (2), minority (1) Fact
- Sectors
- aerospace & defense (1) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- public equity (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 3 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 3 Fact
- Investment kinds
- portfolio listing (2), public equity position (Schedule 13D) (1) Fact
- First and last deal
- Last: 2024-04-10 · First: 2024-04-10 Fact
- Lead vs participant
- unknown (3) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Factamounts are only what a source disclosed; never backsolved from a round
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- Holds public-company positions on behalf of discretionary client accounts, not proprietary capital
- Allocates to managers
- unknown
- Asset classes
- Client accounts hold a 10.3% stake in G•••••• D••••••• C••••••••• common stock
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments3 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Apr 10, 2024 | G•••••• D••••••• C••••••••• | Public equity position (Schedule 13D) | aerospace & defense | unknown · minority | unknown | none named | sec.gov Fact “beneficially owns” |
| n/a | e••••••••• | Portfolio listing | unknown | unknown | unknown | none named | e•••••••.com Fact “listed on https://w••.e•••••••.com/services/investment-analysis/portfolio-review: e••••••••• (e•••••••.p•••••.t•••••••••.com)” |
| n/a | C•••• h••• | Portfolio listing | unknown | unknown | unknown | none named | e•••••••.com Fact “listed on https://w••.e•••••••.com/services/investment-analysis/portfolio-review: Personal Website Login (w•••••.e••••••.com)” |
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 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.
- Sep 15, 2026Classification changedL••••••• A•••• M••••••••• L••: CONFIRMED_SFO -> CONFIRMED_SFO (Chewy, Inc.'s investor-relations board bio (independent of our_source_url, a Family Capital article) confirms Henry C•••• and Company is 'a private family office affiliated with L•••••••,' matching our_sentence's d••••••••• of L••••••• A•••• M••••••••• as 'the investment arm of Henry C•••• & Co, a Chicago-based family office.')c•••••••••Factinvestor.chewy.com
- Sep 14, 2026Classification changedL••••••• A•••• M••••••••• L••: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Family Capital reports L••••••• is the investment arm of Henry C•••• and Co, the C•••• family office in Chicago.)c•••••••••Factfamcap.com
- Apr 10, 2024Direct investmentL••••••• A•••• M••••••••• L•• invested in G•••••• D••••••• C•••••••••Direct investmentsFactsec.gov
- Jun 25, 2023Succession eventJ•••• (Jim) C••••, chairman and CEO of Henry C•••• and Company, dies in a racetrack crash on his 70th birthdayp•••••Facten.wikipedia.org
Sources and evidence29show
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. 29 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (F••• C•• (Advisor Partnerships))
Data confidence
+10 w••••••
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+17 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($3,033,137,337)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+9 d••••• i••••••••• o• r•••••
+0 r••• (50)
Mandate confidence
+30 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+85 c••••••••• (CONFIRMED_SFO (Chewy, Inc.'s investor-relations board bio (independent of our_source_url, a Family Capital article) confirms Henry C•••• and Company is 'a private family office affiliated with L•••••••,' matching our_sentence's d••••••••• of L••••••• A•••• M••••••••• as 'the investment arm of Henry C•••• & Co, a Chicago-based family office.'))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (C•••• family)
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
+45 o••••••• d••••• i••••••••• (3 on the record)
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | Client accounts hold a 10.3% stake in G•••••• D••••••• C••••••••• common stock “Percent of class represented by amount in Row (11) 10.3%” | Apr 10, 2024 | DFX analyst research (G••••••-assisted, every claim URL-cited) sec.gov | Fact |
| Decision rights | C•••• family members are solely responsible for key investment decisions over L••••••• accounts “C•••• family members are solely responsible for key decisions, such as a•••• a••••••••• and security selection, over L••••••• accounts.” | Jan 9, 2002 | DFX analyst research (G••••••-assisted, every claim URL-cited) federalregister.gov | Fact |
| Description | Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create a custom portfolio that aligns with your goals. | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.com | Fact |
| Description | Created as a family office to conduct the investment affairs and manage the assets of the C•••• family “created to conduct the investment affairs and manage the assets of the C•••• family” | Jan 9, 2002 | DFX analyst research (G••••••-assisted, every claim URL-cited) federalregister.gov | Fact |
| Family involvement | Most officers, employees and portfolio managers are C•••• family members “most of its officers, employees and portfolio managers are C•••• family members” | Jan 9, 2002 | DFX analyst research (G••••••-assisted, every claim URL-cited) federalregister.gov | Fact |
| Family served | C•••• family “Mr. S••• also served as Vice President of Henry C•••• and Company, a private family office affiliated with L•••••••, from 1994 to 2023.” | n/a | DFX analyst research (G••••••-assisted, every claim URL-cited) investor.chewy.com | Fact |
| Formation year | 1998 “organized in 1998” | Jan 9, 2002 | DFX analyst research (G••••••-assisted, every claim URL-cited) federalregister.gov | Fact |
| Former name | L••••••• Management Group, LLC “L••••••• A•••• M•••••••••, LLC (f/k/a LONGVIEW MANAGEMENT GROUP, LLC)” | Aug 10, 2010 | DFX analyst research (G••••••-assisted, every claim URL-cited) sec.gov | Fact |
| Foundation contributor | A••• A•• I•• C•••• M••••••• | Dec 31, 2024 | IRS F••• 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Headquarters | 222 North LaSalle Street, Suite 2000, Chicago, IL 60601 “222 North LaSalle Street, Suite 2000, Chicago, IL 60601” | Jan 9, 2002 | DFX analyst research (G••••••-assisted, every claim URL-cited) federalregister.gov | Fact |
| Invests directly | Holds public-company positions on behalf of discretionary client accounts, not proprietary capital “By virtue of its management of L••••••• Client accounts, L••••••• beneficially owns” | Apr 10, 2024 | DFX analyst research (G••••••-assisted, every claim URL-cited) sec.gov | Fact |
| Legal entity | Sole equity holder is the Edward M••••••• Trust, whose ultimate beneficiaries are C•••• family members “Applicant's sole equity holder is the Edward M••••••• Trust, the ultimate beneficiaries of which solely are members of the C•••• family.” | Jan 9, 2002 | DFX analyst research (G••••••-assisted, every claim URL-cited) federalregister.gov | Fact |
| Office type (stated) | outsourced_family_office | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.com | Fact |
| Office type (stated) | single_family_office “Mr. S••• also served as Vice President of Henry C•••• and Company, a private family office affiliated with L•••••••, from 1994 to 2023.” | Sep 15, 2026 | DFX analyst research (G••••••-assisted, every claim URL-cited) investor.chewy.com | Fact |
| Office type (stated) | single_family_office “L••••••• A•••• M•••••••••, the investment arm of Henry C•••• & Co, a Chicago-based family office” | Sep 14, 2026 | DFX analyst research (G••••••-assisted, every claim URL-cited) famcap.com | Fact |
| Portfolio listed | Personal Website Login | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.com | Fact |
| Portfolio listed | e••••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.com | Fact |
| Portfolio listed | Personal Website Login | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.com | Fact |
| Portfolio listed | e••••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.com | Fact |
| Portfolio page url | https://e•••••••.com/ | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.com | Fact |
| Portfolio page url | https://e•••••••.com/ | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.com | Fact |
| Site mentions | real_estate | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.com | Fact |
| Team page url | https://e•••••••.com/ | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.com | Fact |
| Team page url | https://e•••••••.com/ | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.com | Fact |
| Team page url | https://e•••••••.com/ | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.com | Fact |
| Team page url | https://e•••••••.com/ | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.com | Fact |
| Website | e•••••••.com | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) e•••••••.com | Inference |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.com | Fact |
| Website title | Financial Advisors, Tax and Estate Planning | EP Wealth Advisors | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••.com | Fact |