DFX Intelligence
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L• H••••••• I••
Single family office (probable)Top 500· Canada
Single family office (probable), based in Canada, with 3 direct investments on record.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Direct investments
- 3
- Decision makers
- 1 of 1
- Last deployment
- Jun 2023
Deal announcements, Form D and filings
The office's site, Form ADV Schedule A and filings
The latest dated investment or commitment on record
As of · the latest observation of this office; filed figures carry their own filing dates
What matters now
- Jun 2023latest direct deal
Latest direct deals: Q••••• I••••••••• T••••••••• I•• (dealership management software, $2.51M check, Jun 2023). No newer direct deal is on record since 5 Jun 2023.
What it bought last is the best guide to what it will buy next, and to the check it writes.
Factannounced deals, press and filingsFor Founders and sponsors raising equityAll direct i••••••••• →
Readings, classification basis and verificationidentity confidence 70% · 29 observations · 4 sourcesShowHide
Single family office (probable)Verified Sep 16, 2026 (7 days ago)1 people · 3 investments · 0 public positions · 5 events
Why this class: a filing by a third party describes it as a single family office (cited).
Direct investing
45
elevated
Co-investment
50
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.
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
Overviewshow
- Classification
- Single family office (probable)
- Description
- ••• Locked
- Headquarters
- Canada
- Office address
- unknown
- Business phone
- unknown
- Website
- l•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
Classification history
- Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
- Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth originshow
- Family served
- L•••••• family, founders of C••••••••• S•••••••
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team1 people, 1 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| D••••• L•••••• family | Managing Director | Leadership · investment decisions | none on record | nicoper.substack.com Fact |
1 former personShow fewer
D••••• L••••••, Managing Director, until Apr 30, 2026
Office contact points
Signals and timeline5show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 5 events. 13F position changes are under Public stakes and holdings.
- Apr 30, 2026Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Jun 5, 2023Direct investment••• LockedDirect investmentsFactglobenewswire.com
- Jun 5, 2023Direct investment••• LockedDirect investmentsFactglobenewswire.com
- Jun 1, 2023Investment professional joined••• Lockedp•••••Factnicoper.substack.com
Investment mandateshow
••• Locked
Stated (their words, cited)
- Sectors
- Technology-focused companies delivering best-in-class solutions Fact l•••••••••.com“••• Locked”
- Asset classes
- ••• Locked Inference globenewswire.com“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- unknown (2), minority (1) Fact
- Sectors
- dealership management software (1) Fact
- Subsectors
- none Fact
- Co investors
- P••••••• C•••••• L••• (1) Fact
- Asset classes
- public equity (2), 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
- public share purchase (2), public equity stake (1) Fact
- First and last deal
- Last: 2023-06-05 · First: 2020-09-01 Fact
- Lead vs participant
- unknown (2), participant (1) Fact
- Disclosed check sizes
- Max: $2.5M · Min: $2.5M · Count: 1 Fact••• Locked
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- Public equities via control/activist-style stakes in small-cap Canadian technology companies
- Sectors
- Technology-focused companies delivering best-in-class solutions
- Geography
- unknown
- Check size
- unknown
Direct investments1 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Jun 5, 2023 | Q••••• I••••••••• T••••••••• I•• | Public equity stake | dealership management software | participant · minority | $2.5M | P••••••• C•••••• L••• (co investor) | globenewswire.com Fact “••• Locked” |
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
Stakes the office filed (Schedule 13D, 13G, Section 16)What these filings areFrom EDGAR's index of the office's own filings. A 13D is a stake of 5% or more held with intent, a 13G one held passively, a Form 3, 4 or 5 the office as an insider of the issuer. The size of the stake is inside each filing and is not shown here.
| First filed | Issuer | Filed as | Filings |
|---|---|---|---|
| Jun 5, 2023 | Q••••• I••••••••• T••••••••• I•• | Section 16 insider | ••• Locked globenewswire.com |
| Sep 1, 2020 | P••••••• C•••••• L•• | Section 16 insider | ••• Locked globenewswire.com |
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-investors1show
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| P••••••• C•••••• L••• | organisation | 1 | Jun 5, 2023 (historical) | Q••••• I••••••••• T••••••••• I•• | globenewswire.com |
- P••••••• C•••••• L••• Jun 5, 2023 recurring (2) Fact globenewswire.com
- P••••••• C•••••• L••• Jun 5, 2023 recurring (2) Fact globenewswire.com
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
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••••••••• (D••••• L•••••• (Managing Director))
+10 v••••••• b••••••• e••••• (1)
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
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+9 d••••• i••••••••• o• r•••••
+0 r••• (433)
Mandate confidence
+30 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
+40 c••••••••• o• t•• r••••• (P••••••• C•••••• L•••; P••••••• C•••••• L•••)
+10 p••••••••• i• s••••••••• r•••••
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (L•••••• family, founders of C••••••••• S•••••••)
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
View all 29 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | ••• Locked “••• Locked” | Jun 5, 2023 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Inference |
| Board participation | ••• Locked “••• Locked” | Jun 1, 2023 | DFX analyst research (General-assisted, every claim URL-cited) nicoper.substack.com | Fact |
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Description | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Description | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Description | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Description | ••• Locked | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Edgar fts discovery | family office | Apr 30, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family served | L•••••• family, founders of C••••••••• S••••••• “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) nicoper.substack.com | Inference |
| Headquarters | Canada | Apr 30, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Headquarters | ••• Locked “••• Locked” | Jun 5, 2023 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Office type (stated) | Single family office | Apr 30, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) l•••••••••.com | Fact |
| Sectors | Technology-focused companies delivering best-in-class solutions “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) l•••••••••.com | Fact |
| Source of wealth | C••••••••• S••••••• (Mark L••••••) “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) nicoper.substack.com | Inference |
| Website | ••• Locked | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) l•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website title | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website title | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website title | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website title | ••• Locked | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com | Fact |
Not yet on record: capital scale.