DFX Intelligence

Family office profile

W••••••• T•••• C••••••

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Pasadena, CAMulti-family officeidentity confidence 90%w•••••••••.com

Why this class: Wikipedia describes W••••••• T•••• C•••••• as a m••••••••• o••••• descended from the W••••••• family's original single-family office, chartered in 1989 to serve other families too..

Verified Sep 14, 2026 (8 days ago)

Last observed Sep 21, 2026 · 39 observations · 2 sources

7 people · 0 investments · 0 public positions · 0 events

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 41% (high value, high value shallow; the most valuable missing fact is direct investments)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Classification: Multi-family office
Description: ••• Locked
Headquarters: Pasadena, CA
Office address: unknown
Business phone: unknown
Website: w•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. No public number of any kind.

Classification history

Sep 14, 2026Multi-family office 90%Wikipedia describes W••••••• T•••• C•••••• as a m••••••••• o••••• descended from the W••••••• family's original single-family office, chartered in 1989 to serve other families too.Factverifieden.wikipedia.org“••• Locked”

Family and wealth origin

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Family served: W••••••• family family
Source of wealth: unknown
Operating company origin: unknown

Team

7 peopleshow

Person	Title	Responsibility	Business contact	Source
B••••••• A••	Vice President	Leadership	email: b•••@w•••••••••.com (verified by provider, Sep 15, 2026)	w•••••••••.com Fact
C•••••• A•••• I••	Senior Vice President, Client Advisor	Leadership	email: c•••••@w•••••••••.com (verified by provider, Sep 15, 2026)	w•••••••••.com Fact
D•••• a• D•••	Chief Executive Officer	Leadership	email: d••••@w•••••••••.com (verified by provider, Sep 15, 2026)	en.wikipedia.org Fact
E•••••••• M• A•••••••	Managing Director and Senior Legal Counsel	Leadership	email: e••••••••@w•••••••••.com (verified by provider, Sep 15, 2026)	w•••••••••.com Fact
M•••••• J• C••••	Executive Chairman	Leadership	none on record	en.wikipedia.org Fact
N••• A••••••	Vice President, Client Advisor	Leadership	none on record	w•••••••••.com Fact
S••••• A• A•••••••	Assistant Vice President, Client Advisor	Leadership	none on record	w•••••••••.com Fact

Office contact points

W••••••: w•••••••••.com (published by the subject) w•••••••••.com

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.

Investment vehicles (SEC Form D)

W••••••• C•••••••• A•••••• F•••• L• · shared principal · Apr 1, 2026 · via D•••• A. D••• Inference sec.gov
W•• P•••••• D••• F•••• L•• · shared principal · Apr 1, 2026 · via M•••••• J. C•••• Inference sec.gov
W•• M•••• S••••••• F•••• L•• · shared principal · Apr 1, 2026 · via S••••• A• A••••••• Inference sec.gov
W•• M•••• S••••••• F••• O•••••••• L•• · shared principal · Apr 1, 2026 · via M•••••• J. C•••• Inference sec.gov

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

4show

Signals and timeline

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No dated events beyond 13F filings.

Sources and evidence

39show

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. 39 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)

Contactability

+40 n•••• d••••••••• (••• Locked)

+30 v••••••• b••••••• e••••• (4)

Data confidence

+10 w••••••

+10 d•••••••••

+10 p•••••

+10 i••••••••• s•••••• (2 sources)

Active deployment

no components; scored 0

Exists confidence

+20 w••••••

+20 i••••••••• s•••••• (2 sources)

+30 a•••••••••

Research priority

+8 m••••••••• o•••••

+8 F••• D• v••••••• l•••••

+0 r••• (1326)

Mandate confidence

no components; scored 0

Identity confidence

+90 c••••••••• (••• Locked)

Real estate propensity

no components; scored 0

Co investment propensity

no components; scored 0

Family identity confidence

+40 f••••• n•••• (W••••••• family 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

no components; scored 0

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Description	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Description	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Description	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Description	••• Locked	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Description	••• Locked	Sep 15, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Description	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Family served	W••••••• family family “••• Locked”	Sep 14, 2026	DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org	Fact
Office type (stated)	multi_family_office	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Office type (stated)	multi_family_office	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Office type (stated)	multi_family_office	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Office type (stated)	multi_family_office	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Office type (stated)	multi_family_office	Sep 15, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Office type (stated)	multi_family_office “••• Locked”	Sep 14, 2026	DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org	Fact
Office type (stated)	multi_family_office	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Site mentions	real_estate	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Site mentions	real_estate	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Site mentions	real_estate	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Site mentions	real_estate	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Site mentions	real_estate	Sep 15, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Site mentions	real_estate	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Team page url	https://w•••••••••.com/	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Team page url	https://w•••••••••.com/	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Team page url	https://w•••••••••.com/	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Team page url	https://w•••••••••.com/	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Team page url	https://w•••••••••.com/	Sep 15, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Team page url	https://w•••••••••.com/	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Website	w•••••••••.com “office w•••••• w•••••••••.com”	Sep 14, 2026	DFX analyst research (General-assisted, every claim URL-cited) w•••••••••.com	Fact
Website read	site-fo-3	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Website read	site-fo-3	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Website read	site-fo-3	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Website read	site-fo-3	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Website read	site-fo-3	Sep 15, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Website title	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Website title	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Website title	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Website title	••• Locked	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Website title	••• Locked	Sep 15, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact
Website title	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) w•••••••••.com	Fact