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 companyTop 500· Little Rock, Arkansas

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
Deal announcements, Form D and filings
Decision makers
25
The office's site, Form ADV Schedule A and filings
13F holdings
$206M
Form 13F
Last deployment
Jul 2026
The latest dated investment or commitment on record
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
Readings, classification basis and verificationidentity confidence 90% · 140 observations · 6 sourcesShow
Family investment companyVerified Sep 13, 2026 (10 days ago)48 people · 57 investments · 4 public positions · 66 events

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.

Direct investing
85
high
Private markets
60
high
Sponsor-friendly
80
high
Co-investment
100
high

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.

Overview
show
Profile completeness 88% (high value, high value deep; the most valuable missing fact is fund relationships)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
How the office says it invests
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
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
Classification history
  • 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 origin
show
Family served
F••••••• of W••• S••••••• Jr. and his sister E•••••••• C•••••••
Source of wealth
••• Locked
Operating company origin
E••••• T••••••• L• P•
Team
48 peopleshow
PersonTitleResponsibilityBusiness contactSource
J••• L•••••Senior AdvisorBoard · investment decisionsnone on record
R••••• M• C••••Senior AdvisorBoard · investment decisionsnone on record
A•••• L••••••Managing Director - Business Developmentdirect i••••••••• · investment decisions
email: ••• Locked (published by the subject)
A•••• L••••••Managing Director, Business Developmentdirect i••••••••• · investment decisions
email: ••• Locked (published by the subject)
W••• W••• S••••••• J•• familyChief Executive Officer & Co-ChairmanFamily principal · investment decisionsnone on record
A•••• C••••Senior Managing DirectorLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
A•••• L••••••Managing Director – Business DevelopmentLeadership
email: ••• Locked (published by the subject)
A•••••• P•••••••Vice PresidentLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
B•••• T•••••PrincipalLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
C••• G•••••••Principal and Executive Vice PresidentLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
C•••• E• K•••••••Executive Vice President - Finance & AccountingLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
G•••• J••••Managing DirectorLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
J••• N••••Managing DirectorLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
J••• T••••••PrincipalLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
L•••••• J•••••Principal - Value CreationLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
L•••••• J•••••Vice President - Value CreationLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
M••• S••••••••Managing Director - Value CreationLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
R••• M•••••Managing DirectorLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
W••• K••••••General CounselLeadership · investment decisions
email: ••• Locked (verified by provider, Sep 15, 2026)
C•••• B••••Digital Analyst - Value CreationOperations and financenone on record
C•••• E• K•••••••Executive Vice President, Finance & AccountingOperations and finance
email: ••• Locked (verified by provider, Sep 12, 2026)
C•••• E• K•••••••Executive Vice President - Finance & AccountingOperations and finance · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
K••••••• S••••••VP of Talent Development and AdministrationOperations and financenone on record
M••• S••••••••Managing Director - Value CreationOperations and finance · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
W••• K••••••General CounselOperations and finance
email: ••• Locked (verified by provider, Sep 15, 2026)
W•••••• W• K••••••General CounselOperations and finance
phone: ••• Locked (published by the subject, Jul 10, 2026)
sec.gov Fact
B•• B•••••Senior AssociateOther
email: ••• Locked (verified by provider, Sep 15, 2026)
F•••• K•••••••Executive in ResidenceOthernone on record
F•••• K•••••••Executive in ResidenceOther · investment decisionsnone on record
J•••• H••AssociateOthernone on record
J•••• C••••••AssociateOthernone on record
J••• L•••••Senior AdvisorOthernone on record
K••• K••••••Senior AssociateOthernone on record
M•••• M•••••••AssociateOthernone on record
R••••• M• C••••Senior AdvisorOthernone on record
S•••• T• F•••Special AdvisorOthernone on record
S•••• T• F•••Special AdvisorOther · investment decisionsnone on record
W• K••• S•••••••Senior AdvisorOthernone on record
A•••• C••••Senior Managing DirectorPrivate equity · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
A•••••• P•••••••Vice PresidentPrivate equity · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
B•• B•••••Senior AssociatePrivate equity · investment decisions
email: ••• Locked (verified by provider, Sep 15, 2026)
B•••• T•••••PrincipalPrivate equity · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
G•••• J••••Managing DirectorPrivate equity · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
J••• N••••Managing DirectorPrivate equity · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
J••• T••••••PrincipalPrivate equity · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
R••• M•••••Managing DirectorPrivate equity · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
W• K••• S•••••••Senior AdvisorPrivate equity · investment decisionsnone on record
C••• G•••••••Principal and Executive Vice PresidentPublic markets · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
Former
C••• H•••••, Managing Director (as of 2016-2019 announcements), until Sep 13, 2026
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) s•••••••••.com
Investment mandate
show

••• Locked

Stated (their words, cited)
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
Observed (from the investment record)
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
Inferred (regulatory shape and team)
Public equity book
$172M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Private equity team
9 Inference
named professionals with this responsibility
Public markets team
1 Inference
named professionals with this responsibility
Direct investment team
2 Inference
named 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 investments
51 dealsshow
DateCompanyKindSectorRoleAmountWithSource
Jul 7, 2026F•••••••• G••••• S•••••••• I••• •••••• t• A•••• P•••AcquisitionI••••••••• cleaning and reliability serviceslead · majorityunknownnone named
••• Locked
Jun 26, 2026Q•••••••••Round participationunknownparticipant · minorityunknown
round $200M
S••••• P••••••• (co investor), C••• V••••••• (co investor), P• G••••• (co investor), D••••••• (co investor)
••• Locked
Jun 17, 2026E••••• A••••••••• I••• •••••• t• A•••• A••••AcquisitionAviation component MROlead · majorityunknownnone named
••• Locked
Jun 3, 2026P••••••• S•••••••• I••• •••••• t• A•••• P•••AcquisitionHigh purity cleaning serviceslead · majorityunknownnone named
••• Locked
Apr 14, 2026A•••• A•••• L•• ••••••••• a••••••• A•••• A•••••••• A•••••••••AcquisitionAviation component MROlead · majorityunknownnone named
••• Locked
Apr 14, 2026A•••• A••• FLAcquisitionindustrial products and services / aviation MROsole · controlunknownnone named
••• Locked
Mar 18, 2026C•••• S•••••••• L•• •••••• t• A•••• P•••AcquisitionPrecision cleaning serviceslead · majorityunknownnone named
••• Locked
Mar 18, 2026A•••• P•• CAAcquisitionindustrial products and services / precision cleaning servicesunknown · controlunknownnone named
••• Locked
Jun 20, 2025L••••••••• I•• •••••• C• ••••Round participationE&S insurtech MGAlead · minority$65.0MD••••••• F••••• O••••• L•• (co investor), B•••• F•••••• (co investor), F••••••• P•••• (co investor), A••••••• F••••• V••••••• (co investor), H••••••••• N••••• (co investor)
••• Locked
May 13, 2025T•• P••••• I••••••••• I••• •••••• t• K••••AcquisitionInstrumentation salesunknown · majorityunknownnone named
••• Locked
Mar 6, 2025K••••••• E••••••••• L••Direct investmentRecreational safety education softwareunknownunknownnone named
••• Locked
Feb 5, 2025A•••• P•• CAAcquisitionPrecision cleaning serviceslead · majorityunknownnone named
••• Locked
Jan 16, 2025Q••••••••• I••• •••• r•••••Round participationAI financial crime intelligence softwareparticipant · minority$22.0MD••••••• V••••••• (co investor), C••• V••••••• (co investor), S•• G••••• (co investor), D•• C•••••• (co investor), U••• (co investor)
••• Locked
Dec 11, 2024T•• C••••••• W•••• ••••GrowthF•••• and fixed wireless ISP, ArkansasleadunknownC••••••••• G•••• (co investor)
••• Locked
Nov 13, 2024P••••••• I••• •••• S••••• A•Round participationDistributor communications SaaSparticipant · minorityunknownD••••• E••••• P••••••• (sponsor)
••• Locked
Oct 29, 2024S••••••••• •••• S••••• B•GrowthK-12 college and career readiness softwareparticipant · minorityunknownS••••••••• G••••• E••••• (co investor), S••••• (co investor), A•• (co investor)
••• Locked
Sep 12, 2024L••••••••• •••••• B• ••••Round participationE&S insurtech MGAparticipant · minority$17.0MD••••••• F••••• O••••• L•• (co investor), B•••• F•••••• V••••••• (co investor), A••••••• F••••• V••••••• (co investor)
••• Locked
Apr 23, 2024V•••••••••GrowthAircraft cockpit smoke displacement systemsleadunknownnone named
••• Locked
Jan 10, 2024P••••••• • H•••• C••••••••• ••••• D•••••••••Co investmentHVAC and plumbing wholesale distributionunknown · minorityunknownG•••• M••••••• P••••••• (sponsor)
••• Locked
Oct 4, 2023A••••••••• •••••• B•Round participationDigital credentialing softwareparticipant · minorityunknownF••••••• G••••• (co investor), P••••••••• (co investor), U••••• C•••••• (co investor)
••• Locked
Dec 8, 2022Q•••••• V••••AcquisitionV•••• replacement parts distributionunknown · majorityunknownnone named
••• Locked
Dec 1, 2022P•••••••• T••RecapitalizationTransportation management softwareunknownunknownnone named
••• Locked
Oct 20, 2022E••••••Co investmentMission-critical facility mechanical servicesunknown · minorityunknownH•••• C•••••• (sponsor)
••• Locked
Oct 15, 2020D•••• •• D••••• I•••• ••• r••••Round participationLegal technology SaaSparticipant · minorityunknownG••••••• P••••••• (co investor), B••••••• V•••••• P••••••• (co investor), L•••••• V•••••• P••••••• (co investor), B••••• C•••••• (co investor)
••• Locked
Feb 25, 2020K•••• I•••AcquisitionBuilding automation products distributionunknown · majorityunknownnone named
••• Locked
Sep 17, 2019R••••••••• P•••••••Co investmentSustainable closed-loop plasticsunknown · minorityunknownA•••••• C•••••• P••••••• (sponsor)
••• Locked
Mar 26, 2019
exit Sep 30, 2024
C••••••• A•••••••• G•••• •••••• 2••• f••• S•••• S••••AcquisitionAcoustic and noise control productsunknown · majorityunknownnone named
••• Locked
May 15, 2017P••••••• E••••••••• I••• ••••••••• P•••• A••••••••AcquisitionStone fabrication tools and supplies distributionunknown · majorityunknownnone named
••• Locked
Jun 27, 2016
exit Jun 27, 2023
C•••••••• L••RecapitalizationSpinal implants and instrumentsunknown · majorityunknownnone named
••• Locked
Jun 10, 2014T•••••••• •••••• D••• C•••••••Co investmentD••• centersunknown · minorityunknownJ•••• K••• (co investor), R•••••• C•••••• P••••••• (co investor), J••••••••• A••••••• (co investor), T••••••• S••••• C•••••• P••••••• (co investor)
••• Locked
Jul 9, 2013B•• A••• I••••••• S•••••••• ••••••••AcquisitionEdge data centersunknownunknownnone named
••• Locked
Jun 12, 2013F••••••• •••• S••••• D•Round participationSecure cloud hostinglead$12.0Mnone named
••• Locked
n/aS••••••• M•••• •••••• M•••••AcquisitionNewspaper publishingunknown · majorityunknownnone named
••• Locked
n/aV••••• R••••Direct investmentKitchen appliancesunknownunknownnone named
••• Locked
n/aS•••••••••Direct investmentPredictive analytics softwareunknownunknownnone named
••• Locked
n/aU•••••••• F•••• S••••••Direct investmentCarpet and textile fibersunknownunknownnone named
••• Locked
n/aV••••••Direct investmentShelf-edge communicationsunknownunknownnone named
••• Locked
n/aJ•••••••• N•••••••Direct investmentFinancial products for RIAsunknownunknownnone named
••• Locked
n/aB•••• G•••• H••••••• •••••••••Direct investmentGeorgia bank holding companyunknownunknownnone named
••• Locked
n/aB••• S•••• F••••••••Direct investmentArkansas bank holding companyunknownunknownnone named
••• Locked
n/aS••••••• N•••••• R••••••••Direct investmentOil and gas exploration and productionunknown · majorityunknownnone named
••• Locked
n/aH••••••• • W•••• C•••••• M•••••••••Direct investmentAsset managementunknownunknownnone named
••• Locked
n/aL•••••••••Direct investmentChildcare CRM softwareunknownunknownnone named
••• Locked
n/aG•••••••• L•• ••• W•••••• G•••••Co investmentP••••-of-sale sustainable home financingunknown · minorityunknownW•••••• G•••• (sponsor)
••• Locked
n/aS•••••• • V•••••• ••• W•••••• G•••••Co investmentLive event ticketing marketplaceunknown · minorityunknownW•••••• G•••• (sponsor)
••• Locked
n/aW••••••• C••••• C•Direct investmentC••••• and tea supply chainunknown · minorityunknownnone named
••• Locked
n/a
exit Feb 20, 2019
K••••• G•• S•••••••• L••Direct investmentContract gas compressionunknownunknownnone named
••• Locked
n/aA•••• •••••••• F••••••••VentureCloud securitylead · majorityunknownnone named
••• Locked
n/a
exit Jan 2, 2024
S••••• I••••••••• C••••••••• L••Direct investmentI••••••••• mechanical contractingunknownunknownnone named
••• Locked
n/a
exit Oct 8, 2025
S•••••• I•••••••••AcquisitionEngineered equipment and modular fabrication for energyunknown · majorityunknownnone named
••• Locked
n/a
exit May 19, 2026
I•• F•••••••• G•••• CODirect equityfinancial services / insurance brokerageunknown · minorityunknownO•• H••• C•••••• (co investor), N•• M••••••• C•••••• (co investor), H••••••••• (co investor)
••• Locked
Investment vehicles (SEC Form D)
  • K••• H•••••••• I••• · shared principal · May 29, 2026 · via J••• T•••••• Inference sec.gov
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
4 positionsshow
Stakes the office filed (Schedule 13D, 13G, Section 16)

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.

First filedIssuerFiled asFilings
Sep 2, 2022W••••••• C••••• C•Schedule 13G (passive)••• Locked sec.gov
Jul 20, 2021C• D••••• I•••Schedule 13G (passive)••• Locked sec.gov
Feb 6, 2009C•••• I••Schedule 13D (with intent)••• Locked sec.gov
Feb 27, 2008P•••• O•• I••Schedule 13G (passive)••• Locked sec.gov
Form 13F holdings

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.

IssuerClassValueSharesWeight
E••••• T••••••• L• P•COM UT LTD PTN$104M5,444,59750.5%
W••••••• C••••• C•COM$59.6M7,347,87128.9%
C• D•••• I••COM$29.5M7,796,63214.3%
S•••••• H•••• I••CL A$13.2M1,022,4136.4%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
Real estate
show
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
37show
CounterpartyKindShared dealsFirst, lastExamplesSource
C••• V•••••••organisation2Jan 16, 2025, Jun 26, 2026Q•••••••••, Q••••••••• I••• •••• r•••••prnewswire.com
A••••••• F••••• V•••••••organisation2Sep 12, 2024, Jun 20, 2025L••••••••• I•• •••••• C• ••••, L••••••••• •••••• B• ••••s•••••••••.com
D••••••• F••••• O••••• L••family office2Sep 12, 2024, Jun 20, 2025L••••••••• I•• •••••• C• ••••, L••••••••• •••••• B• ••••s•••••••••.com
W•••••• G••••independent sponsor (sponsor)2undated (historical)G•••••••• L•• ••• W•••••• G•••••, S•••••• • V•••••• ••• W•••••• G•••••s•••••••••.com
D•••••••organisation1Jun 26, 2026Q•••••••••prnewswire.com
S••••• P•••••••organisation1Jun 26, 2026Q•••••••••prnewswire.com
P• G•••••organisation1Jun 26, 2026Q•••••••••prnewswire.com
F••••••• P••••organisation1Jun 20, 2025L••••••••• I•• •••••• C• ••••s•••••••••.com
B•••• F••••••organisation1Jun 20, 2025L••••••••• I•• •••••• C• ••••s•••••••••.com
H••••••••• N•••••organisation1Jun 20, 2025L••••••••• I•• •••••• C• ••••s•••••••••.com
D••••••• V•••••••organisation1Jan 16, 2025Q••••••••• I••• •••• r•••••s•••••••••.com
S•• G•••••organisation1Jan 16, 2025Q••••••••• I••• •••• r•••••s•••••••••.com
U•••organisation1Jan 16, 2025Q••••••••• I••• •••• r•••••s•••••••••.com
D•• C••••••family office1Jan 16, 2025Q••••••••• I••• •••• r•••••s•••••••••.com
C••••••••• G••••organisation1Dec 11, 2024T•• C••••••• W•••• ••••s•••••••••.com
D••••• E••••• P•••••••independent sponsor (sponsor)1Nov 13, 2024P••••••• I••• •••• S••••• A•s•••••••••.com
S••••••••• G••••• E•••••organisation1Oct 29, 2024S••••••••• •••• S••••• B•s•••••••••.com
A••organisation1Oct 29, 2024S••••••••• •••• S••••• B•s•••••••••.com
S•••••organisation1Oct 29, 2024S••••••••• •••• S••••• B•s•••••••••.com
B•••• F•••••• V•••••••organisation1Sep 12, 2024L••••••••• •••••• B• ••••s•••••••••.com
G•••• M••••••• P•••••••independent sponsor (sponsor)1Jan 10, 2024P••••••• • H•••• C••••••••• ••••• D•••••••••s•••••••••.com
P•••••••••organisation1Oct 4, 2023A••••••••• •••••• B•s•••••••••.com
F••••••• G•••••organisation1Oct 4, 2023A••••••••• •••••• B•s•••••••••.com
U••••• C••••••organisation1Oct 4, 2023A••••••••• •••••• B•s•••••••••.com
H•••• C••••••independent sponsor (sponsor)1Oct 20, 2022 (historical)E••••••s•••••••••.com
G••••••• P•••••••organisation1Oct 15, 2020 (historical)D•••• •• D••••• I•••• ••• r••••s•••••••••.com
B••••••• V•••••• P•••••••organisation1Oct 15, 2020 (historical)D•••• •• D••••• I•••• ••• r••••s•••••••••.com
L•••••• V•••••• P•••••••organisation1Oct 15, 2020 (historical)D•••• •• D••••• I•••• ••• r••••s•••••••••.com
B••••• C••••••organisation1Oct 15, 2020 (historical)D•••• •• D••••• I•••• ••• r••••s•••••••••.com
A•••••• C•••••• P•••••••independent sponsor (sponsor)1Sep 17, 2019 (historical)R••••••••• P•••••••s•••••••••.com
J•••• K•••organisation1Jun 10, 2014 (historical)T•••••••• •••••• D••• C•••••••s•••••••••.com
T••••••• S••••• C•••••• P•••••••organisation1Jun 10, 2014 (historical)T•••••••• •••••• D••• C•••••••s•••••••••.com
J••••••••• A•••••••organisation1Jun 10, 2014 (historical)T•••••••• •••••• D••• C•••••••s•••••••••.com
R•••••• C•••••• P•••••••organisation1Jun 10, 2014 (historical)T•••••••• •••••• D••• C•••••••s•••••••••.com
H•••••••••organisation1undated (historical)I•• F•••••••• G••••s•••••••••.com
N•• M••••••• C••••••organisation1undated (historical)I•• F•••••••• G••••s•••••••••.com
O•• H••• C••••••organisation1undated (historical)I•• F•••••••• G••••s•••••••••.com
Independent sponsor relationships
11show
Related entities
2show
Signals and timeline
57show

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.

Sources and evidence
141show

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
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (30)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 a••
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
+75 d•••• p•••••• i••••••••• i• l••• 2• m••••• (••• Locked)
+25 a• d•••• p•••••• i••••••••• i• l••• 1• m••••• (2026-07-07)
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+17 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($2,000,000,000)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+15 d••••• i••••••••• o• r•••••
+2 F••• D• v••••••• l•••••
+10 d••••••• i• l••• 2• m•••••
+10 i••••••••• s•••••• r•••••••••
+0 r••• (2)
Mandate confidence
+70 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
+10 c•••• s••• s••••• ($10,000,000 to $150,000,000)
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
+80 c••••••••• o• t•• r••••• (••• Locked)
+20 p••••••••• i• s••••••••• r•••••
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (••• Locked)
+20 f••••• p•••••••• o• s••••
Private markets propensity
+60 p•••••• m•••••• i••••••••• o•••••••
Current activity confidence
+50 d•••• p•••••• i••••••••• i• 2• m•••••
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+70 o••••••• d••••• i••••••••• (57 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
+80 s•••••• r••••••••• o• t•• r••••• (••• Locked)
FactValueEffectiveSourceClass
Asset classes••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Asset classesprivate_equity,growth_equity
Buyout ... G••••• Equity
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comInference
Aum stated••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Aum stated••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Assets under management$2.0BSep 13, 2026DFX model output (c••••••••• rules, scores, mandates, matches) s•••••••••.comFact
Assets under management$2.0B
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comEstimate
Bios readbio-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Board participationActive board involvement at portfolio companies
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Check size (high)~$150M buyout initial investment
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Check size (high)$150M
~$25 - $150 Million Initial Investments
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Check size (low)~$10M growth equity initial investment
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Check size (low)$25.0M
~$25 - $150 Million Initial Investments
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Co invest behavior••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Concentrated public position (13F)E••••• T••••••• L• P•Mar 31, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLFact
Concentrated public position (13F)E••••• T••••••• L• P•Mar 31, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLFact
Control preference••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Control preferencecontrol or significant minority
Control acquisitions or significant minority i•••••••••
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Description••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Description••• Locked
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comInference
EBITDA (high)$30.0M
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
EBITDA (low)$5.0M
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Enterprise value (low)••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Family generation••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comInference
Family servedS••••••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Family served••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Family servedW••• S••••••• and E•••••••• C••••••• families
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Filing address••• LockedJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnon_adviser_filerDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions4Jun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions4Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions3Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions3Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions3Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions3Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions3Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$206MJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$172MMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$185MDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$185MSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$182MJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$194MMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$200MDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Formation year2006
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Former name••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Geographic mandateNorth America headquartered companies
Headquarters in North America
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Geographic mandateNorth America
Headquarters in North America
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
HeadquartersLittle Rock, Arkansas
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
HeadquartersLittle Rock, AR
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
HeadquartersLittle Rock, ARJun 30, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLittle Rock, ARMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLittle Rock, ARDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLittle Rock, ARSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLittle Rock, ARJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLittle Rock, ARMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLittle Rock, ARDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Investments (stated)200
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Investment thesis (stated)••• LockedSep 21, 2026The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) s•••••••••.comFact
Invests directly••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Invests directlyyes
Control acquisitions or significant minority i•••••••••
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Legal entitySF Holding Corp. (W••• Jr. is Co-Chairman)
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Liquidity event••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Liquidity event••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Mandate (stated)••• Locked
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
News readnews-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Office type (stated)family_investment_company
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comInference
Operating company originE••••• T••••••• L• P•Mar 31, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Operating company originE••••• T••••••• L• P•Mar 31, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Operating model inhouse••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Public stake filed (13D, 13G, Section 16)W••••••• C••••• C• (WEST, WESTW)Sep 2, 2022SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Public stake filed (13D, 13G, Section 16)C• D••••• I•••Jul 20, 2021SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Public stake filed (13D, 13G, Section 16)C•••• I••Feb 6, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Public stake filed (13D, 13G, Section 16)P•••• O•• I••Feb 27, 2008SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Sectors••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Sectors••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Sectors••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Sectors••• Locked
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Site mentionsprivate_equitySep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Site mentionsprivate_equitySep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Site mentionsprivate_equitySep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Site mentionsprivate_equitySep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Site mentionsprivate_equitySep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Site mentionsprivate_equitySep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Site mentionsprivate_equitySep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Site mentionsprivate_equitySep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Sponsor behavior••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comInference
Stage preferenceBuyout and growth equity
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team page url••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Team size total••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comEstimate
Source of wealth••• Locked
••• Locked
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Source of wealth••• Locked
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Website••• Locked
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website readsite-fo-3Sep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website title••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website title••• LockedSep 15, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Website title••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.comFact
Year established1,933
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.comInference