Observed family office investments
search_family_office_investmentsDated investments family offices have been observed making: target, sector, asset class, structure, control or minority, lead or participant, amounts where disclosed (with basis), board seats, exits, and the source quote. Filter by office, sector, asset class, state, kind or since-date. The evidence behind 'this office backs X'. ACCESS: without a paid DFX plan on the vertical, a list returns its first 5 rows in full and a count of the rest by type (locked.count, locked.by_type), never the rows; a record names its subject and the first 3 related names per section; contact values (email, phone, profile URLs) and decision-maker names are never returned, only their types and counts. Every answer says what it withheld in entitlement and locked. Full access: DFX Intelligence, 7 days free at https://dfxintel.com/data-factory/plans.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| limit | No | ||
| since | No | ISO date. | |
| state | No | Two-letter US state code. | |
| sector | No | ||
| asset_class | No | ||
| office_dfx_id | No | A DFX id: dfx:fo:<uuid> (family office graph), dfx:isi:<uuid> (sponsor graph), dfx:vc:<uuid> (venture graph), dfx:pe:<uuid> (private equity graph), dfx:ria:<uuid> (registered investment adviser graph), dfx:al:<uuid> (allocator graph), dfx:pc:<uuid> (private credit graph), dfx:ref:<uuid> (real estate fund graph), or a bare real estate UUID. | |
| investment_kind | No | portfolio_listing is a company named on the office's own portfolio page without a dated transaction; round_participation, direct_investment, recapitalization and credit come from dated press releases and the office's own news. | |
| include_candidates | No | Without an office id the tape covers family-capital offices only (confirmed and probable SFOs, confirmed MFOs, family investment companies and vehicles), the same rule as dfxintel.com. true widens to every classed office, candidates included; each row says its investor_class. |