DFX Intelligence
Family office profile
V••••• I••••••••• L•
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Dallas-Fort Worth metro areaSingle family office (confirmed)identity confidence 90%
Why this class: Family Business Magazine, a source independent of our SEC filing, calls the firm 'the single family office for K•••• and L••• T•••••' and describes it serving eight family members across three generations..
Verified Sep 16, 2026 (6 days ago)
Last observed Sep 21, 2026 · 32 observations · 3 sources
2 people · 0 investments · 0 public positions · 4 events
Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
Profile completeness 31% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Single family office (confirmed)
- Description
- unknown
- Headquarters
- Dallas-Fort Worth metro area
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
Classification history
- Sep 15, 2026Single family office (confirmed) 90%Family Business Magazine, a source independent of our SEC filing, calls the firm 'the single family office for K•••• and L••• T•••••' and describes it serving eight family members across three generations.Factverifiedfamilybusinessmagazine.com“••• Locked”
- Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
- Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth originshow
- Family served
- S••••• the T••••• family (K•••• and L••• T•••••)
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team2 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| K•••• T••••• family | Chairman | Family principal | none on record | en.wikipedia.org Fact |
| M••••••• L•••• | Chief Financial Officer | Operations and finance | none on record |
Investment mandateshow
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Signals and timeline4show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.
- Aug 19, 2026Office discovered••• LockedDiscoveryFactsec.gov
- Sep 15, 2026Classification changed••• Lockedc•••••••••Factfamilybusinessmagazine.com
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Jan 1, 2002Office formed••• LockedOrganisationFactfamilybusinessmagazine.com
Sources and evidence32show
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. 32 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
no components; scored 0
Data confidence
+10 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (555)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (••• Locked)
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (34 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset allocation stated | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Asset allocation stated | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Aum stated | Investment portfolio of more than $1 billion “investment portfolio of more than $1 billion” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Aum stated | Investment portfolio of more than $1 billion “investment portfolio of more than $1 billion” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Decision rights | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Decision rights | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Edgar fts discovery | family office | Aug 19, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family generation | S••••• eight family members across three generations “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Family generation | S••••• eight family members across three generations “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Family served | T••••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Family served | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Family served | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Formation year | Family office began in 2002 “••• Locked” | Jan 1, 2002 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Headquarters | Dallas-Fort Worth metro area “locally in the Dallas-Fort Worth metro area” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Headquarters | Dallas-Fort Worth metro area “locally in the Dallas-Fort Worth metro area” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Headquarters | Dallas | Aug 19, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Legal entity | ••• Locked “••• Locked” | Jan 1, 2018 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Liquidity event | ••• Locked “••• Locked” | Jan 1, 1998 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Office type (stated) | single_family_office “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Office type (stated) | single_family_office | Aug 19, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Team size total | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Team size total | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Technology stack | ••• Locked “In 2023, they added Arch” | Jan 1, 2023 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Technology stack | Implemented Addepar and Archway in 2020 “In 2020, they implemented Addepar and Archway” | Jan 1, 2020 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Technology stack | Implemented Cogency Software for accounting in 2013 “••• Locked” | Jan 1, 2013 | DFX analyst research (General-assisted, every claim URL-cited) familybusinessmagazine.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Website search | not_found | Sep 21, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 20, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 19, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |