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O••••••••• F••••••• L••: office on the family offices graph | DFX Data Factory

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Family officesOfficefamily investment company · candidate

O••••••••• F••••••• L••

S•••• family family

Minneapolis, MN

GWG Holdings (later run by Jon and S••••• S••••) placed $1.0 million with O••••••••• F•••••• in 2006 and was repaid with interest in 2007

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:3d2ba9b8-95f0-4aed-8129-f1a97e64a7f4

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 22, 2026, 1:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Sep 14, 2026 to Sep 17, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Family served: S•••• family
Wealth origin: Family principals J•• R• S•••• and S••••• F. S•••• also founded/controlled GWG Holdings, a life-insurance-settlement company, owning roughly 94.2% of its stock as of year-end 2013
Investments: 0
Direct investments: 0
People: 5
Decision makers: 1derived

People

Person	Title	Role	Seniority	Family member	Current	Evidence
J•••• F• S••••	Family principal	Family principal	senior	yes	yes	fact
J•• R• S••••	Chief Executive Officer	leadership	senior	n/a	yes	fact
S••••• S••••

Relationships

Uses service provider (1)

→ Joseph G. Petrosinelli and John R. McDonaldOrgLaw firm
factDFX's own graph

Uses manager (1)

→ SPF Funding, LLCFundoffice
factDFX's own graph

Employs (4)

→ J•••• F• S••••PersonFamily principal
factDFX's own graph
→

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Show 3 bookkeeping events

First seen by DFX
Sep 15, 2026
date not stated
O••••••••• F••••••• L••: FAMILY_INVESTMENT_COMPANY -> FAMILY_INVESTMENT_COMPANY (A 2019 GWG Holdings Schedule 14f-1 filing, independent of our 2015 proxy source, repeats the identical description that O••••••••• F••••••• L•• is a family investment company specializing in structured finance, naming J•• R• S•••• as CEO (and S••••• F. S•••• as Managing Director) since 1999/1998.)
First seen by DFX
Sep 14, 2026
date not stated
O••••••••• F••••••• L••: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (a filing by a third party describes it as a family investment company (cited))
Occurred
Jun 12, 2015
O••••••••• F••••••• L•• described on SEC filings as 'family investment company' (DEF 14A, S-1, S-1/A)

Provenance

Graph: Family Offices
Canonical id: dfx:fo:3d2ba9b8-95f0-4aed-8129-f1a97e64a7f4
First observed: Sep 14, 2026
Last observed: Sep 17, 2026 4 days ago
Source families: Federal regulator filings, DFX's own graph
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.