The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
S••••••• G••••• L••
Family investment company, based in Little Rock, Arkansas, with 57 direct investments on record.
Composed from this office's classification, location and record.
- Direct investments
- 57
- Decision makers
- 25
- 13F holdings
- $206M
- Last deployment
- Jul 2026
- Direct, 12 months 9Direct, all time 57
- Sponsors backed 11
- Check, low $10.0MCheck, high $150M
Readings, classification basis and verificationidentity confidence 90% · 140 observations · 6 sourcesShowHide
Why this class: the firm describes itself as the private investment firm backed by two named families and invests the families' capital directly; it does not call itself a family office.
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, real estate.
Overviewshow
- “••• Locked”s•••••••••.com
- “••• Locked”s•••••••••.com
- Classification
- Family investment company
- Description
- ••• Locked
- Headquarters
- Little Rock, Arkansas
- Office address
- unknown
- Business phone
- unknown
- Website
- s•••••••••.com
- Year established
- 1933
- Assets under management
- $2.0B as of Sep 11, 2026 (active private i••••••••• under management, as stated by the firm (approximate))Estimate
- Form 13F
- $206M across 4 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
- Sep 12, 2026Family investment company 90%the firm describes itself as the private investment firm backed by two named families and invests the families' capital directly; it does not call itself a family officeFactverifieds•••••••••.com“••• Locked”
- Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference
- Sep 12, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth originshow
- Family served
- F••••••• of W••• S••••••• Jr. and his sister E•••••••• C•••••••
- Source of wealth
- ••• Locked
- Operating company origin
- E••••• T••••••• L• P•
Team48 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J••• L••••• | Senior Advisor | Board · investment decisions | none on record | s•••••••••.com Fact |
| R••••• M• C•••• | Senior Advisor | Board · investment decisions | none on record | s•••••••••.com Fact |
| A•••• L•••••• | Managing Director - Business Development | direct i••••••••• · investment decisions | email: ••• Locked (published by the subject) | s•••••••••.com Fact |
| A•••• L•••••• | Managing Director, Business Development | direct i••••••••• · investment decisions | email: ••• Locked (published by the subject) | s•••••••••.com Fact |
| W••• W••• S••••••• J•• family | Chief Executive Officer & Co-Chairman | Family principal · investment decisions | none on record | s•••••••••.com Fact |
| A•••• C•••• | Senior Managing Director | Leadership | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| A•••• L•••••• | Managing Director – Business Development | Leadership | email: ••• Locked (published by the subject) | s•••••••••.com Fact |
| A•••••• P••••••• | Vice President | Leadership | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| B•••• T••••• | Principal | Leadership | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| C••• G••••••• | Principal and Executive Vice President | Leadership | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| C•••• E• K••••••• | Executive Vice President - Finance & Accounting | Leadership | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| G•••• J•••• | Managing Director | Leadership | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| J••• N•••• | Managing Director | Leadership | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| J••• T•••••• | Principal | Leadership | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| L•••••• J••••• | Principal - Value Creation | Leadership | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| L•••••• J••••• | Vice President - Value Creation | Leadership | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| M••• S•••••••• | Managing Director - Value Creation | Leadership | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| R••• M••••• | Managing Director | Leadership | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| W••• K•••••• | General Counsel | Leadership · investment decisions | email: ••• Locked (verified by provider, Sep 15, 2026) | s•••••••••.com Fact |
| C•••• B•••• | Digital Analyst - Value Creation | Operations and finance | none on record | s•••••••••.com Fact |
| C•••• E• K••••••• | Executive Vice President, Finance & Accounting | Operations and finance | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| C•••• E• K••••••• | Executive Vice President - Finance & Accounting | Operations and finance · investment decisions | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| K••••••• S•••••• | VP of Talent Development and Administration | Operations and finance | none on record | s•••••••••.com Fact |
| M••• S•••••••• | Managing Director - Value Creation | Operations and finance · investment decisions | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| W••• K•••••• | General Counsel | Operations and finance | email: ••• Locked (verified by provider, Sep 15, 2026) | s•••••••••.com Fact |
| W•••••• W• K•••••• | General Counsel | Operations and finance | phone: ••• Locked (published by the subject, Jul 10, 2026) | sec.gov Fact |
| B•• B••••• | Senior Associate | Other | email: ••• Locked (verified by provider, Sep 15, 2026) | s•••••••••.com Fact |
| F•••• K••••••• | Executive in Residence | Other | none on record | s•••••••••.com Fact |
| F•••• K••••••• | Executive in Residence | Other · investment decisions | none on record | s•••••••••.com Fact |
| J•••• H•• | Associate | Other | none on record | s•••••••••.com Fact |
| J•••• C•••••• | Associate | Other | none on record | s•••••••••.com Fact |
| J••• L••••• | Senior Advisor | Other | none on record | s•••••••••.com Fact |
| K••• K•••••• | Senior Associate | Other | none on record | s•••••••••.com Fact |
| M•••• M••••••• | Associate | Other | none on record | s•••••••••.com Fact |
| R••••• M• C•••• | Senior Advisor | Other | none on record | s•••••••••.com Fact |
| S•••• T• F••• | Special Advisor | Other | none on record | s•••••••••.com Fact |
| S•••• T• F••• | Special Advisor | Other · investment decisions | none on record | s•••••••••.com Fact |
| W• K••• S••••••• | Senior Advisor | Other | none on record | s•••••••••.com Fact |
| A•••• C•••• | Senior Managing Director | Private equity · investment decisions | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| A•••••• P••••••• | Vice President | Private equity · investment decisions | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| B•• B••••• | Senior Associate | Private equity · investment decisions | email: ••• Locked (verified by provider, Sep 15, 2026) | s•••••••••.com Fact |
| B•••• T••••• | Principal | Private equity · investment decisions | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| G•••• J•••• | Managing Director | Private equity · investment decisions | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| J••• N•••• | Managing Director | Private equity · investment decisions | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| J••• T•••••• | Principal | Private equity · investment decisions | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| R••• M••••• | Managing Director | Private equity · investment decisions | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
| W• K••• S••••••• | Senior Advisor | Private equity · investment decisions | none on record | s•••••••••.com Fact |
| C••• G••••••• | Principal and Executive Vice President | Public markets · investment decisions | email: ••• Locked (verified by provider, Sep 12, 2026) | s•••••••••.com Fact |
Investment mandateshow
••• Locked
- Sectors
- ••• Locked Fact s•••••••••.com“••• Locked”
- Ev low usd
- ••• Locked Fact s•••••••••.com“••• Locked”
- Asset classes
- ••• Locked Fact s•••••••••.com“••• Locked”
- Ebitda low usd
- $5.0M Fact s•••••••••.com“••• Locked”
- Mandate stated
- ••• Locked Fact s•••••••••.com“••• Locked”
- Ebitda high usd
- $30.0M Fact s•••••••••.com“••• Locked”
- Invests directly
- ••• Locked Fact s•••••••••.com“••• Locked”
- Geography mandate
- North America headquartered companies Fact s•••••••••.com“••• Locked”
- Check size low usd
- ~$10M growth equity initial investment Fact s•••••••••.com“••• Locked”
- Control preference
- ••• Locked Fact s•••••••••.com“••• Locked”
- Check size high usd
- ~$150M buyout initial investment Fact s•••••••••.com“••• Locked”
- States
- CA (2), CO (2), FL (1) Fact
- Control
- unknown (19), majority (16), minority (16), passive (3), control (2), significant influence (1) Fact
- Sectors
- Aviation component MRO (2), industrial products and services (2), E&S insurtech MGA (2), Precision cleaning services (2), Oil and gas exploration and production (1), Predictive analytics software (1), Engineered equipment and modular fabrication for energy (1) Fact
- Subsectors
- precision cleaning services (1), aviation MRO (1), insurance brokerage (1) Fact
- Co investors
- C••• V••••••• (2), D••••••• F••••• O••••• L•• (2), A••••••• F••••• V••••••• (2), D••••••• V••••••• (1), S•• G••••• (1), D•• C•••••• (1), U••• (1), J•••• K••• (1), R•••••• C•••••• P••••••• (1), J••••••••• A••••••• (1), T••••••• S••••• C•••••• P••••••• (1), F••••••• G••••• (1) Fact
- Asset classes
- private equity (43), growth equity (7), public equity (4), venture (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 57 · Real estate: 0 Fact
- Sponsors backed
- W•••••• G•••• (2), G•••• M••••••• P••••••• (1), A•••••• C•••••• P••••••• (1), H•••• C•••••• (1), D••••• E••••• P••••••• (1) Fact
- Investment count
- 57 Fact
- Investment kinds
- acquisition (17), direct investment (15), round participation (8), co investment (6), growth (3), public stake 13g (3), recapitalization (2), venture (1) Fact
- First and last deal
- Last: 2026-07-07 · First: 2008-02-27 Fact
- Lead vs participant
- unknown (38), lead (11), participant (7), sole (1) Fact
- Disclosed check sizes
- Max: $65.0M · Min: $12.0M · Count: 4 Fact••• Locked
- Public equity book
- $172M Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Private equity team
- 9 Inferencenamed professionals with this responsibility
- Public markets team
- 1 Inferencenamed professionals with this responsibility
- Direct investment team
- 2 Inferencenamed professionals with this responsibility
- Invests directly
- Yes; control acquisitions and significant minority i••••••••• in North American companies
- Allocates to managers
- unknown
- Asset classes
- Private equity (buyout, growth, minority), energy E&P (S••••••• N•••••• R••••••••), public equity residuals (Energy Transfer, Renasant)
- Sectors
- Engineered products: aerospace and defense, OEM replacement parts, flow/process/motion controls, advanced building products
- Geography
- North America headquartered companies
- Check size
- $10.0M to $150M
Direct investments51 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Jul 7, 2026 | F•••••••• G••••• S•••••••• I••• •••••• t• A•••• P••• | Acquisition | I••••••••• cleaning and reliability services | lead · majority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| Jun 26, 2026 | Q••••••••• | Round participation | unknown | participant · minority | unknown round $200M | S••••• P••••••• (co investor), C••• V••••••• (co investor), P• G••••• (co investor), D••••••• (co investor) | prnewswire.com Fact “••• Locked” |
| Jun 17, 2026 | E••••• A••••••••• I••• •••••• t• A•••• A•••• | Acquisition | Aviation component MRO | lead · majority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| Jun 3, 2026 | P••••••• S•••••••• I••• •••••• t• A•••• P••• | Acquisition | High purity cleaning services | lead · majority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| Apr 14, 2026 | A•••• A•••• L•• ••••••••• a••••••• A•••• A•••••••• A••••••••• | Acquisition | Aviation component MRO | lead · majority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| Apr 14, 2026 | A•••• A••• FL | Acquisition | industrial products and services / aviation MRO | sole · control | unknown | none named | s•••••••••.com Fact “••• Locked” |
| Mar 18, 2026 | C•••• S•••••••• L•• •••••• t• A•••• P••• | Acquisition | Precision cleaning services | lead · majority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| Mar 18, 2026 | A•••• P•• CA | Acquisition | industrial products and services / precision cleaning services | unknown · control | unknown | none named | s•••••••••.com Inference “••• Locked” |
| Jun 20, 2025 | L••••••••• I•• •••••• C• •••• | Round participation | E&S insurtech MGA | lead · minority | $65.0M | D••••••• F••••• O••••• L•• (co investor), B•••• F•••••• (co investor), F••••••• P•••• (co investor), A••••••• F••••• V••••••• (co investor), H••••••••• N••••• (co investor) | s•••••••••.com Fact “••• Locked” |
| May 13, 2025 | T•• P••••• I••••••••• I••• •••••• t• K•••• | Acquisition | Instrumentation sales | unknown · majority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| Mar 6, 2025 | K••••••• E••••••••• L•• | Direct investment | Recreational safety education software | unknown | unknown | none named | s•••••••••.com Fact “••• Locked” |
| Feb 5, 2025 | A•••• P•• CA | Acquisition | Precision cleaning services | lead · majority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| Jan 16, 2025 | Q••••••••• I••• •••• r••••• | Round participation | AI financial crime intelligence software | participant · minority | $22.0M | D••••••• V••••••• (co investor), C••• V••••••• (co investor), S•• G••••• (co investor), D•• C•••••• (co investor), U••• (co investor) | s•••••••••.com Fact “••• Locked” |
| Dec 11, 2024 | T•• C••••••• W•••• •••• | Growth | F•••• and fixed wireless ISP, Arkansas | lead | unknown | C••••••••• G•••• (co investor) | s•••••••••.com Fact “••• Locked” |
| Nov 13, 2024 | P••••••• I••• •••• S••••• A• | Round participation | Distributor communications SaaS | participant · minority | unknown | D••••• E••••• P••••••• (sponsor) | s•••••••••.com Fact “••• Locked” |
| Oct 29, 2024 | S••••••••• •••• S••••• B• | Growth | K-12 college and career readiness software | participant · minority | unknown | S••••••••• G••••• E••••• (co investor), S••••• (co investor), A•• (co investor) | s•••••••••.com Fact “••• Locked” |
| Sep 12, 2024 | L••••••••• •••••• B• •••• | Round participation | E&S insurtech MGA | participant · minority | $17.0M | D••••••• F••••• O••••• L•• (co investor), B•••• F•••••• V••••••• (co investor), A••••••• F••••• V••••••• (co investor) | s•••••••••.com Fact “••• Locked” |
| Apr 23, 2024 | V••••••••• | Growth | Aircraft cockpit smoke displacement systems | lead | unknown | none named | s•••••••••.com Fact “••• Locked” |
| Jan 10, 2024 | P••••••• • H•••• C••••••••• ••••• D••••••••• | Co investment | HVAC and plumbing wholesale distribution | unknown · minority | unknown | G•••• M••••••• P••••••• (sponsor) | s•••••••••.com Fact “••• Locked” |
| Oct 4, 2023 | A••••••••• •••••• B• | Round participation | Digital credentialing software | participant · minority | unknown | F••••••• G••••• (co investor), P••••••••• (co investor), U••••• C•••••• (co investor) | s•••••••••.com Fact “••• Locked” |
| Dec 8, 2022 | Q•••••• V•••• | Acquisition | V•••• replacement parts distribution | unknown · majority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| Dec 1, 2022 | P•••••••• T•• | Recapitalization | Transportation management software | unknown | unknown | none named | s•••••••••.com Fact “••• Locked” |
| Oct 20, 2022 | E•••••• | Co investment | Mission-critical facility mechanical services | unknown · minority | unknown | H•••• C•••••• (sponsor) | s•••••••••.com Fact “••• Locked” |
| Oct 15, 2020 | D•••• •• D••••• I•••• ••• r•••• | Round participation | Legal technology SaaS | participant · minority | unknown | G••••••• P••••••• (co investor), B••••••• V•••••• P••••••• (co investor), L•••••• V•••••• P••••••• (co investor), B••••• C•••••• (co investor) | s•••••••••.com Fact “••• Locked” |
| Feb 25, 2020 | K•••• I••• | Acquisition | Building automation products distribution | unknown · majority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| Sep 17, 2019 | R••••••••• P••••••• | Co investment | Sustainable closed-loop plastics | unknown · minority | unknown | A•••••• C•••••• P••••••• (sponsor) | s•••••••••.com Fact “••• Locked” |
| Mar 26, 2019 exit Sep 30, 2024 | C••••••• A•••••••• G•••• •••••• 2••• f••• S•••• S•••• | Acquisition | Acoustic and noise control products | unknown · majority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| May 15, 2017 | P••••••• E••••••••• I••• ••••••••• P•••• A•••••••• | Acquisition | Stone fabrication tools and supplies distribution | unknown · majority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| Jun 27, 2016 exit Jun 27, 2023 | C•••••••• L•• | Recapitalization | Spinal implants and instruments | unknown · majority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| Jun 10, 2014 | T•••••••• •••••• D••• C••••••• | Co investment | D••• centers | unknown · minority | unknown | J•••• K••• (co investor), R•••••• C•••••• P••••••• (co investor), J••••••••• A••••••• (co investor), T••••••• S••••• C•••••• P••••••• (co investor) | s•••••••••.com Fact “••• Locked” |
| Jul 9, 2013 | B•• A••• I••••••• S•••••••• •••••••• | Acquisition | Edge data centers | unknown | unknown | none named | s•••••••••.com Fact “••• Locked” |
| Jun 12, 2013 | F••••••• •••• S••••• D• | Round participation | Secure cloud hosting | lead | $12.0M | none named | s•••••••••.com Fact “••• Locked” |
| n/a | S••••••• M•••• •••••• M••••• | Acquisition | Newspaper publishing | unknown · majority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| n/a | V••••• R•••• | Direct investment | Kitchen appliances | unknown | unknown | none named | s•••••••••.com Fact “••• Locked” |
| n/a | S••••••••• | Direct investment | Predictive analytics software | unknown | unknown | none named | s•••••••••.com Fact “••• Locked” |
| n/a | U•••••••• F•••• S•••••• | Direct investment | Carpet and textile fibers | unknown | unknown | none named | s•••••••••.com Fact “••• Locked” |
| n/a | V•••••• | Direct investment | Shelf-edge communications | unknown | unknown | none named | s•••••••••.com Fact “••• Locked” |
| n/a | J•••••••• N••••••• | Direct investment | Financial products for RIAs | unknown | unknown | none named | s•••••••••.com Fact “••• Locked” |
| n/a | B•••• G•••• H••••••• ••••••••• | Direct investment | Georgia bank holding company | unknown | unknown | none named | s•••••••••.com Fact “••• Locked” |
| n/a | B••• S•••• F•••••••• | Direct investment | Arkansas bank holding company | unknown | unknown | none named | s•••••••••.com Fact “••• Locked” |
| n/a | S••••••• N•••••• R•••••••• | Direct investment | Oil and gas exploration and production | unknown · majority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| n/a | H••••••• • W•••• C•••••• M••••••••• | Direct investment | Asset management | unknown | unknown | none named | s•••••••••.com Fact “••• Locked” |
| n/a | L••••••••• | Direct investment | Childcare CRM software | unknown | unknown | none named | s•••••••••.com Fact “••• Locked” |
| n/a | G•••••••• L•• ••• W•••••• G••••• | Co investment | P••••-of-sale sustainable home financing | unknown · minority | unknown | W•••••• G•••• (sponsor) | s•••••••••.com Fact “••• Locked” |
| n/a | S•••••• • V•••••• ••• W•••••• G••••• | Co investment | Live event ticketing marketplace | unknown · minority | unknown | W•••••• G•••• (sponsor) | s•••••••••.com Fact “••• Locked” |
| n/a | W••••••• C••••• C• | Direct investment | C••••• and tea supply chain | unknown · minority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| n/a exit Feb 20, 2019 | K••••• G•• S•••••••• L•• | Direct investment | Contract gas compression | unknown | unknown | none named | s•••••••••.com Fact “••• Locked” |
| n/a | A•••• •••••••• F•••••••• | Venture | Cloud security | lead · majority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| n/a exit Jan 2, 2024 | S••••• I••••••••• C••••••••• L•• | Direct investment | I••••••••• mechanical contracting | unknown | unknown | none named | s•••••••••.com Fact “••• Locked” |
| n/a exit Oct 8, 2025 | S•••••• I••••••••• | Acquisition | Engineered equipment and modular fabrication for energy | unknown · majority | unknown | none named | s•••••••••.com Fact “••• Locked” |
| n/a exit May 19, 2026 | I•• F•••••••• G•••• CO | Direct equity | financial services / insurance brokerage | unknown · minority | unknown | O•• H••• C•••••• (co investor), N•• M••••••• C•••••• (co investor), H••••••••• (co investor) | s•••••••••.com Fact “••• Locked” |
- K••• H•••••••• I••• · shared principal · May 29, 2026 · via J••• T•••••• Inference sec.gov
Fund and manager relationshipsshow
Public stakes and holdings4 positionsshow
From 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.
Top 4 positions of 4 for the quarter ended Jun 30, 2026; $206M shown of $206M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| E••••• T••••••• L• P• | COM UT LTD PTN | $104M | 5,444,597 | 50.5% |
| W••••••• C••••• C• | COM | $59.6M | 7,347,871 | 28.9% |
| C• D•••• I•• | COM | $29.5M | 7,796,632 | 14.3% |
| S•••••• H•••• I•• | CL A | $13.2M | 1,022,413 | 6.4% |
Real estateshow
Co-investors37show
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| C••• V••••••• | organisation | 2 | Jan 16, 2025, Jun 26, 2026 | Q•••••••••, Q••••••••• I••• •••• r••••• | prnewswire.com |
| A••••••• F••••• V••••••• | organisation | 2 | Sep 12, 2024, Jun 20, 2025 | L••••••••• I•• •••••• C• ••••, L••••••••• •••••• B• •••• | s•••••••••.com |
| D••••••• F••••• O••••• L•• | family office | 2 | Sep 12, 2024, Jun 20, 2025 | L••••••••• I•• •••••• C• ••••, L••••••••• •••••• B• •••• | s•••••••••.com |
| W•••••• G•••• | independent sponsor (sponsor) | 2 | undated (historical) | G•••••••• L•• ••• W•••••• G•••••, S•••••• • V•••••• ••• W•••••• G••••• | s•••••••••.com |
| D••••••• | organisation | 1 | Jun 26, 2026 | Q••••••••• | prnewswire.com |
| S••••• P••••••• | organisation | 1 | Jun 26, 2026 | Q••••••••• | prnewswire.com |
| P• G••••• | organisation | 1 | Jun 26, 2026 | Q••••••••• | prnewswire.com |
| F••••••• P•••• | organisation | 1 | Jun 20, 2025 | L••••••••• I•• •••••• C• •••• | s•••••••••.com |
| B•••• F•••••• | organisation | 1 | Jun 20, 2025 | L••••••••• I•• •••••• C• •••• | s•••••••••.com |
| H••••••••• N••••• | organisation | 1 | Jun 20, 2025 | L••••••••• I•• •••••• C• •••• | s•••••••••.com |
| D••••••• V••••••• | organisation | 1 | Jan 16, 2025 | Q••••••••• I••• •••• r••••• | s•••••••••.com |
| S•• G••••• | organisation | 1 | Jan 16, 2025 | Q••••••••• I••• •••• r••••• | s•••••••••.com |
| U••• | organisation | 1 | Jan 16, 2025 | Q••••••••• I••• •••• r••••• | s•••••••••.com |
| D•• C•••••• | family office | 1 | Jan 16, 2025 | Q••••••••• I••• •••• r••••• | s•••••••••.com |
| C••••••••• G•••• | organisation | 1 | Dec 11, 2024 | T•• C••••••• W•••• •••• | s•••••••••.com |
| D••••• E••••• P••••••• | independent sponsor (sponsor) | 1 | Nov 13, 2024 | P••••••• I••• •••• S••••• A• | s•••••••••.com |
| S••••••••• G••••• E••••• | organisation | 1 | Oct 29, 2024 | S••••••••• •••• S••••• B• | s•••••••••.com |
| A•• | organisation | 1 | Oct 29, 2024 | S••••••••• •••• S••••• B• | s•••••••••.com |
| S••••• | organisation | 1 | Oct 29, 2024 | S••••••••• •••• S••••• B• | s•••••••••.com |
| B•••• F•••••• V••••••• | organisation | 1 | Sep 12, 2024 | L••••••••• •••••• B• •••• | s•••••••••.com |
| G•••• M••••••• P••••••• | independent sponsor (sponsor) | 1 | Jan 10, 2024 | P••••••• • H•••• C••••••••• ••••• D••••••••• | s•••••••••.com |
| P••••••••• | organisation | 1 | Oct 4, 2023 | A••••••••• •••••• B• | s•••••••••.com |
| F••••••• G••••• | organisation | 1 | Oct 4, 2023 | A••••••••• •••••• B• | s•••••••••.com |
| U••••• C•••••• | organisation | 1 | Oct 4, 2023 | A••••••••• •••••• B• | s•••••••••.com |
| H•••• C•••••• | independent sponsor (sponsor) | 1 | Oct 20, 2022 (historical) | E•••••• | s•••••••••.com |
| G••••••• P••••••• | organisation | 1 | Oct 15, 2020 (historical) | D•••• •• D••••• I•••• ••• r•••• | s•••••••••.com |
| B••••••• V•••••• P••••••• | organisation | 1 | Oct 15, 2020 (historical) | D•••• •• D••••• I•••• ••• r•••• | s•••••••••.com |
| L•••••• V•••••• P••••••• | organisation | 1 | Oct 15, 2020 (historical) | D•••• •• D••••• I•••• ••• r•••• | s•••••••••.com |
| B••••• C•••••• | organisation | 1 | Oct 15, 2020 (historical) | D•••• •• D••••• I•••• ••• r•••• | s•••••••••.com |
| A•••••• C•••••• P••••••• | independent sponsor (sponsor) | 1 | Sep 17, 2019 (historical) | R••••••••• P••••••• | s•••••••••.com |
| J•••• K••• | organisation | 1 | Jun 10, 2014 (historical) | T•••••••• •••••• D••• C••••••• | s•••••••••.com |
| T••••••• S••••• C•••••• P••••••• | organisation | 1 | Jun 10, 2014 (historical) | T•••••••• •••••• D••• C••••••• | s•••••••••.com |
| J••••••••• A••••••• | organisation | 1 | Jun 10, 2014 (historical) | T•••••••• •••••• D••• C••••••• | s•••••••••.com |
| R•••••• C•••••• P••••••• | organisation | 1 | Jun 10, 2014 (historical) | T•••••••• •••••• D••• C••••••• | s•••••••••.com |
| H••••••••• | organisation | 1 | undated (historical) | I•• F•••••••• G•••• | s•••••••••.com |
| N•• M••••••• C•••••• | organisation | 1 | undated (historical) | I•• F•••••••• G•••• | s•••••••••.com |
| O•• H••• C•••••• | organisation | 1 | undated (historical) | I•• F•••••••• G•••• | s•••••••••.com |
- D••••••• Jun 26, 2026 recurring (2) Fact prnewswire.com
- P• G••••• Jun 26, 2026 recurring (2) Fact prnewswire.com
- C••• V••••••• Jun 26, 2026 strong (4) Fact prnewswire.com
- S••••• P••••••• Jun 26, 2026 recurring (2) Fact prnewswire.com
- D••••••• Jun 26, 2026 recurring (2) Fact prnewswire.com
- P• G••••• Jun 26, 2026 recurring (2) Fact prnewswire.com
- C••• V••••••• Jun 26, 2026 strong (4) Fact prnewswire.com
- S••••• P••••••• Jun 26, 2026 recurring (2) Fact prnewswire.com
- D••••••• F••••• O••••• L•• Sep 13, 2024 very strong (6) Fact prnewswire.com
- D••••••• F••••• O••••• L•• Sep 13, 2024 very strong (6) Fact prnewswire.com
- T••••••• S••••• C•••••• P••••••• Jun 10, 2014 recurring (2) Fact s•••••••••.com
- J••••••••• A••••••• Jun 10, 2014 recurring (2) Fact s•••••••••.com
- R•••••• C•••••• P••••••• Jun 10, 2014 recurring (2) Fact s•••••••••.com
- J•••• K••• Jun 10, 2014 recurring (2) Fact s•••••••••.com
- T••••••• S••••• C•••••• P••••••• Jun 10, 2014 recurring (2) Fact s•••••••••.com
- J••••••••• A••••••• Jun 10, 2014 recurring (2) Fact s•••••••••.com
- R•••••• C•••••• P••••••• Jun 10, 2014 recurring (2) Fact s•••••••••.com
- J•••• K••• Jun 10, 2014 recurring (2) Fact s•••••••••.com
- B••••• C•••••• Oct 15, 2020 recurring (2) Fact s•••••••••.com
- L•••••• V•••••• P••••••• Oct 15, 2020 recurring (2) Fact s•••••••••.com
- B••••••• V•••••• P••••••• Oct 15, 2020 recurring (2) Fact s•••••••••.com
- G••••••• P••••••• Oct 15, 2020 recurring (2) Fact s•••••••••.com
- B••••• C•••••• Oct 15, 2020 recurring (2) Fact s•••••••••.com
- L•••••• V•••••• P••••••• Oct 15, 2020 recurring (2) Fact s•••••••••.com
- B••••••• V•••••• P••••••• Oct 15, 2020 recurring (2) Fact s•••••••••.com
- G••••••• P••••••• Oct 15, 2020 recurring (2) Fact s•••••••••.com
- U••••• C•••••• Oct 4, 2023 recurring (2) Fact s•••••••••.com
- P••••••••• Oct 4, 2023 recurring (2) Fact s•••••••••.com
- F••••••• G••••• Oct 4, 2023 recurring (2) Fact s•••••••••.com
- U••••• C•••••• Oct 4, 2023 recurring (2) Fact s•••••••••.com
- P••••••••• Oct 4, 2023 recurring (2) Fact s•••••••••.com
- F••••••• G••••• Oct 4, 2023 recurring (2) Fact s•••••••••.com
- A•• Oct 29, 2024 recurring (2) Fact s•••••••••.com
- S••••• Oct 29, 2024 recurring (2) Fact s•••••••••.com
- S••••••••• G••••• E••••• Oct 29, 2024 recurring (2) Fact s•••••••••.com
- A•• Oct 29, 2024 recurring (2) Fact s•••••••••.com
- S••••• Oct 29, 2024 recurring (2) Fact s•••••••••.com
- S••••••••• G••••• E••••• Oct 29, 2024 recurring (2) Fact s•••••••••.com
- C••••••••• G•••• Dec 11, 2024 recurring (2) Fact s•••••••••.com
- C••••••••• G•••• Dec 11, 2024 recurring (2) Fact s•••••••••.com
- U••• Jan 16, 2025 recurring (2) Fact s•••••••••.com
- D•• C•••••• Jan 16, 2025 recurring (2) Fact s•••••••••.com
- S•• G••••• Jan 16, 2025 recurring (2) Fact s•••••••••.com
- C••• V••••••• Jan 16, 2025 strong (4) Fact s•••••••••.com
- D••••••• V••••••• Jan 16, 2025 recurring (2) Fact s•••••••••.com
- U••• Jan 16, 2025 recurring (2) Fact s•••••••••.com
- D•• C•••••• Jan 16, 2025 recurring (2) Fact s•••••••••.com
- S•• G••••• Jan 16, 2025 recurring (2) Fact s•••••••••.com
- C••• V••••••• Jan 16, 2025 strong (4) Fact s•••••••••.com
- D••••••• V••••••• Jan 16, 2025 recurring (2) Fact s•••••••••.com
- A••••••• F••••• V••••••• Sep 12, 2024 strong (3) Fact s•••••••••.com
- B•••• F•••••• V••••••• Sep 12, 2024 recurring (2) Fact s•••••••••.com
- D••••••• F••••• O••••• L•• Sep 12, 2024 very strong (6) Fact s•••••••••.com
- A••••••• F••••• V••••••• Sep 12, 2024 strong (3) Fact s•••••••••.com
- B•••• F•••••• V••••••• Sep 12, 2024 recurring (2) Fact s•••••••••.com
- D••••••• F••••• O••••• L•• Sep 12, 2024 very strong (6) Fact s•••••••••.com
- H••••••••• N••••• Jun 20, 2025 recurring (2) Fact s•••••••••.com
- A••••••• F••••• V••••••• Jun 20, 2025 strong (3) Fact s•••••••••.com
- F••••••• P•••• Jun 20, 2025 recurring (2) Fact s•••••••••.com
- B•••• F•••••• Jun 20, 2025 recurring (2) Fact s•••••••••.com
- D••••••• F••••• O••••• L•• Jun 20, 2025 very strong (6) Fact s•••••••••.com
- H••••••••• N••••• Jun 20, 2025 recurring (2) Fact s•••••••••.com
- F••••••• P•••• Jun 20, 2025 recurring (2) Fact s•••••••••.com
- B•••• F•••••• Jun 20, 2025 recurring (2) Fact s•••••••••.com
- D••••••• F••••• O••••• L•• Jun 20, 2025 very strong (6) Fact s•••••••••.com
- H••••••••• one time Fact s•••••••••.com
- N•• M••••••• C•••••• one time Fact s•••••••••.com
- O•• H••• C•••••• one time Fact s•••••••••.com
Independent sponsor relationships11show
- W•••••• G•••• Backed · n/a Fact s•••••••••.com
- W•••••• G•••• Backed · n/a Fact s•••••••••.com
- W•••••• G•••• Backed · n/a Fact s•••••••••.com
- A•••••• C•••••• P••••••• Backed · Sep 17, 2019 Fact s•••••••••.com
- A•••••• C•••••• P••••••• Backed · Sep 17, 2019 Fact s•••••••••.com
- H•••• C•••••• Backed · Oct 20, 2022 Fact s•••••••••.com
- H•••• C•••••• Backed · Oct 20, 2022 Fact s•••••••••.com
- G•••• M••••••• P••••••• Backed · Jan 10, 2024 Fact s•••••••••.com
- G•••• M••••••• P••••••• Backed · Jan 10, 2024 Fact s•••••••••.com
- D••••• E••••• P••••••• Backed · Nov 13, 2024 Fact s•••••••••.com
- D••••• E••••• P••••••• Backed · Nov 13, 2024 Fact s•••••••••.com
Related entities2show
Signals and timeline57show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 57 events. 13F position changes are under Public stakes and holdings.
- Apr 14, 2026Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Mar 18, 2026Direct investment••• LockedDirect investmentsInferences•••••••••.com
- May 19, 2026Portfolio exit••• LockedDirect investmentsFacts•••••••••.com
- Jul 7, 2026Portfolio add-on acquisition••• LockedDirect investmentsFacts•••••••••.com
- Jun 24, 2026Investment professional joined••• Lockedp•••••Facts•••••••••.com
- Jun 17, 2026Portfolio add-on acquisition••• LockedDirect investmentsFacts•••••••••.com
- Jun 3, 2026Portfolio add-on acquisition••• LockedDirect investmentsFacts•••••••••.com
- May 23, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
- Sep 11, 2026Classification changed••• Lockedc•••••••••Facts•••••••••.com
- Sep 11, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
- Sep 11, 2026Family office d••••vered••• LockedDiscoveryInferencesec.gov
- Jul 7, 2026Portfolio add-on acquisition••• LockedDirect investmentsFacts•••••••••.com
- Jul 7, 2026Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Jun 24, 2026Investment professional joined••• Lockedp•••••Facts•••••••••.com
- Jun 17, 2026Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Jun 17, 2026Portfolio add-on acquisition••• LockedDirect investmentsFacts•••••••••.com
- Jun 3, 2026Direct investment••• LockedDirect investmentsFacts•••••••••.com
- May 19, 2026Family liquidity event••• LockedwealthFacts•••••••••.com
- May 19, 2026Portfolio exit••• LockedDirect investmentsFacts•••••••••.com
- Apr 14, 2026Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Apr 14, 2026New investment vehicle••• LockedVehiclesFacts•••••••••.com
- Mar 18, 2026Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Mar 10, 2026Investment team expanded••• Lockedp•••••Facts•••••••••.com
- Oct 8, 2025Portfolio exit••• LockedDirect investmentsFacts•••••••••.com
- Oct 8, 2025Family liquidity event••• LockedwealthFacts•••••••••.com
- Sep 16, 2025Investment professional joined••• Lockedp•••••Facts•••••••••.com
- Jun 20, 2025Direct investment••• LockedDirect investmentsFacts•••••••••.com
- May 13, 2025Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Mar 6, 2025Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Feb 5, 2025Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Jan 16, 2025Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Dec 11, 2024Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Nov 13, 2024Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Oct 29, 2024Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Sep 30, 2024Family liquidity event••• LockedwealthFacts•••••••••.com
- Sep 30, 2024Portfolio exit••• LockedDirect investmentsFacts•••••••••.com
- Sep 12, 2024Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Sep 12, 2024Investment team expanded••• Lockedp•••••Facts•••••••••.com
- Apr 23, 2024Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Jan 10, 2024Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Jan 2, 2024Portfolio exit••• LockedDirect investmentsFacts•••••••••.com
- Oct 4, 2023Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Jun 27, 2023Portfolio exit••• LockedDirect investmentsFacts•••••••••.com
- Jan 24, 2023Investment professional joined••• Lockedp•••••Facts•••••••••.com
- Dec 8, 2022Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Dec 1, 2022Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Oct 20, 2022Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Oct 15, 2020Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Feb 25, 2020Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Sep 17, 2019Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Mar 26, 2019Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Feb 20, 2019Portfolio exit••• LockedDirect investmentsFacts•••••••••.com
- May 15, 2017Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Jun 27, 2016Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Jun 10, 2014Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Jul 9, 2013Direct investment••• LockedDirect investmentsFacts•••••••••.com
- Jun 12, 2013Direct investment••• LockedDirect investmentsFacts•••••••••.com
Sources and evidence141show
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. 141 shown.
Score components
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Asset classes | private_equity,growth_equity “Buyout ... G••••• Equity” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Inference |
| Aum stated | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Aum stated | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Assets under management | $2.0B | Sep 13, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) s•••••••••.com | Fact |
| Assets under management | $2.0B “••• Locked” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Estimate |
| Bios read | bio-fo-1 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Board participation | Active board involvement at portfolio companies “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Check size (high) | ~$150M buyout initial investment “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Check size (high) | $150M “~$25 - $150 Million Initial Investments” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Check size (low) | ~$10M growth equity initial investment “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Check size (low) | $25.0M “~$25 - $150 Million Initial Investments” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Co invest behavior | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Concentrated public position (13F) | E••••• T••••••• L• P• | Mar 31, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Fact |
| Concentrated public position (13F) | E••••• T••••••• L• P• | Mar 31, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Fact |
| Control preference | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Control preference | control or significant minority “Control acquisitions or significant minority i•••••••••” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Inference |
| EBITDA (high) | $30.0M “••• Locked” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| EBITDA (low) | $5.0M “••• Locked” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Enterprise value (low) | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Family generation | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Inference |
| Family served | S••••••• family | n/a | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Family served | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Family served | W••• S••••••• and E•••••••• C••••••• families “••• Locked” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Filing address | ••• Locked | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Sep 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Jun 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2024 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | non_adviser_filer | Dec 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-06-30 | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-03-31 | Mar 31, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-12-31 | Dec 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-09-30 | Sep 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 4 | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 4 | Mar 31, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 3 | Dec 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 3 | Sep 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 3 | Jun 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 3 | Mar 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 3 | Dec 31, 2024 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $206M | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $172M | Mar 31, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $185M | Dec 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $185M | Sep 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $182M | Jun 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $194M | Mar 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $200M | Dec 31, 2024 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Formation year | 2006 “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Former name | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Geographic mandate | North America headquartered companies “Headquarters in North America” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Geographic mandate | North America “Headquarters in North America” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Headquarters | Little Rock, Arkansas “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Headquarters | Little Rock, AR “••• Locked” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Headquarters | Little Rock, AR | Jun 30, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Little Rock, AR | Mar 31, 2026 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Little Rock, AR | Dec 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Little Rock, AR | Sep 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Little Rock, AR | Jun 30, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Little Rock, AR | Mar 31, 2025 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Little Rock, AR | Dec 31, 2024 | SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Investments (stated) | 200 “••• Locked” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Investment thesis (stated) | ••• Locked | Sep 21, 2026 | The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) s•••••••••.com | Fact |
| Invests directly | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Invests directly | yes “Control acquisitions or significant minority i•••••••••” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Legal entity | SF Holding Corp. (W••• Jr. is Co-Chairman) “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Liquidity event | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Liquidity event | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Mandate (stated) | ••• Locked “••• Locked” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| News read | news-fo-1 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Office type (stated) | family_investment_company “••• Locked” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Inference |
| Operating company origin | E••••• T••••••• L• P• | Mar 31, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Operating company origin | E••••• T••••••• L• P• | Mar 31, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Public stake filed (13D, 13G, Section 16) | W••••••• C••••• C• (WEST, WESTW) | Sep 2, 2022 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | C• D••••• I••• | Jul 20, 2021 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | C•••• I•• | Feb 6, 2009 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | P•••• O•• I•• | Feb 27, 2008 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov | Fact |
| Sectors | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Sectors | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Sectors | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Sectors | ••• Locked “••• Locked” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Site mentions | private_equity | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Site mentions | private_equity | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Site mentions | private_equity | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Site mentions | private_equity | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Site mentions | private_equity | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Site mentions | private_equity | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Site mentions | private_equity | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Site mentions | private_equity | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Sponsor behavior | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Inference |
| Stage preference | Buyout and growth equity “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Team size total | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Estimate |
| Source of wealth | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Website | ••• Locked “••• Locked” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 15, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website title | ••• Locked | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Year established | 1,933 “••• Locked” | Sep 11, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Inference |