DFX Intelligence
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S•• O••• G••••
Single family office (confirmed)Top 500
Single family office (confirmed), with 5 direct investments on record.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Direct investments
- 5
- Decision makers
- 1 of 3
- Last deployment
- Oct 2018
Deal announcements, Form D and filings
The office's site, Form ADV Schedule A and filings
The latest dated investment or commitment on record
As of · the latest observation of this office; filed figures carry their own filing dates
What matters now
- Sep 2018latest direct deal
Latest direct deals: C••••••• S•••• S•••• (resort residential, development, $1.3B check, led, Sep 2018). No newer direct deal is on record since 27 Sep 2018.
What it bought last is the best guide to what it will buy next, and to the check it writes.
Factannounced deals, press and filingsFor Founders and sponsors raising equityAll direct i••••••••• →
Readings, classification basis and verificationidentity confidence 70% · 28 observations · 3 sourcesShowHide
Single family office (confirmed)Verified Sep 21, 2026 (3 days ago)3 people · 9 investments · 0 public positions · 5 events
Why this class: A 2021 O••••••• M••••• DEF 14A, independent of our (2026) O••••••• filing, repeats the same d••••••••• of S•• O••• G•••• as 'a family office focused on luxury lifestyle businesses' led by L••••• since 2001..
Direct investing
70
high
Private markets
60
high
Sponsor-friendly
80
high
Real estate
50
elevated
Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: external managers, co-investment.
Profile completeness 41% (high value, high value shallow; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
- Classification
- Single family office (confirmed)
- Description
- ••• Locked
- Headquarters
- ••• Locked
- 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) 70%A 2021 O••••••• M••••• DEF 14A, independent of our (2026) O••••••• filing, repeats the same d••••••••• of S•• O••• G•••• as 'a family office focused on luxury lifestyle businesses' led by L••••• since 2001.Factverifiedsec.gov“••• 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
- The L••••• family; J•••••• B• L••••• is sole manager of Sea O••• Management, LLC and holds sole voting and investment control over the family holding vehicles.
- Source of wealth
- unknown
- Operating company origin
- unknown
Team3 people, 1 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J•••••• L••••• family | Chief Executive Officer | Leadership · investment decisions | none on record | sec.gov Fact |
| J•••••• B• L••••• | Chief Executive Officer | Leadership | none on record | sec.gov Fact |
| J•••••• B• L••••• | Chief Executive Officer | Leadership | none on record | globenewswire.com Fact |
Signals and timeline5show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 5 events. 13F position changes are under Public stakes and holdings.
- Jan 9, 2026Office discovered••• LockedDiscoveryFactsec.gov
- Sep 15, 2026Classification changed••• Lockedc•••••••••Factsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Oct 5, 2018Direct investment••• LockedDirect investmentsFactglobenewswire.com
- Sep 27, 2018Fund commitment disclosed••• LockedFund relationshipsFactglobenewswire.com
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
- The office invests directly into operating companies rather than through outside managers, and publishes a screen and a proposal process for founders.
- Allocates to managers
- unknown
- Asset classes
- Two declared programs: direct private equity investment and coastal real estate development. The office ran separate Private Equity Investment and R••• E••••• I••••••••• pages.
- Sectors
- Healthcare IT and genomics, outdoor recreation, consumer marketing services and marine retail are the sectors in its disclosed portfolio.
- Geography
- Texas Gulf Coast beachfront: Mustang I••••• and Port Aransas, with land banked near Galveston and on S•••• P•••• I•••••.
- Check size
- unknown
Direct investments4 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Date not disclosed | E••• R••• I••••• | Private equity investment in a consumer marketing services provider | marketing services | unknown | unknown | none named | web.archive.org Fact “••• Locked” |
| Date not disclosed | s••••••••• | Private equity investment in an electronic medical records and document management vendor | healthcare IT | unknown | unknown | none named | web.archive.org Fact “••• Locked” |
| Date not disclosed | G••••• G••••••• G••••• L•• | Private equity investment in a life sciences discovery company | life sciences and genomics | unknown | unknown | none named | web.archive.org Fact “••• Locked” |
| Date not disclosed | N•••••••• O•••••• C••••• | Private equity investment in an outdoor recreation operator | outdoor recreation and leisure | unknown | unknown | none named | web.archive.org Fact “••• Locked” |
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
Stakes the office filed (Schedule 13D, 13G, Section 16)What these filings areFrom EDGAR's index of the office's own filings. A 13D is a stake of 5% or more held with intent, a 13G one held passively, a Form 3, 4 or 5 the office as an insider of the issuer. The size of the stake is inside each filing and is not shown here.
| First filed | Issuer | Filed as | Filings |
|---|---|---|---|
| Date not disclosed | O••••••• M••••• I••• | Section 16 insider | ••• Locked sec.gov |
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
- C••••••• S•••• S•••• Ground-up master-planned coastal community development · Sep 27, 2018 globenewswire.com
- S•••• P•••• I••••• Land bank, 80 acres Gulf to Bay for future resort development · Date not disclosed web.archive.org
- B•••••• Land bank for future resort development near Galveston, Texas · Date not disclosed web.archive.org
- C••••••• S•••• First New Urbanism development for the office, a 65-acre traditional seaside village · Date not disclosed web.archive.org
Co-investors1show
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| S•• O••• G•••• | independent sponsor (sponsor) | 2 | Sep 27, 2018 (historical) | C••••••• S•••• S••••, C••••••• S•••• | web.archive.org |
Independent sponsor relationships3show
- S•• O••• G•••• Backed · n/a Fact web.archive.org
- S•• O••• G•••• Backed · n/a Fact web.archive.org
- S•• O••• G•••• Backed · Sep 27, 2018 Fact globenewswire.com
Related entitiesshow
Sources and evidence28show
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. 28 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
Data confidence
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+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••••••
+15 d••••• i••••••••• o• r•••••
+10 i••••••••• s•••••• r•••••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (40)
Mandate confidence
+50 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
+50 r••• e••••• i•••••••••
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (••• Locked)
Private markets propensity
+60 p•••••• m•••••• i••••••••• o•••••••
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (256 days)
External manager propensity
no components; scored 0
Direct investment propensity
+70 o••••••• d••••• i••••••••• (5 on the record)
Independent sponsor propensity
+80 s•••••• r••••••••• o• t•• r••••• (••• Locked)
View all 28 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | ••• Locked “••• Locked” | Apr 14, 2012 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Asset classes | ••• Locked “••• Locked” | Apr 13, 2012 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Board participation | ••• Locked “••• Locked” | Dec 10, 2024 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Control preference | ••• Locked “••• Locked” | Apr 14, 2012 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Inference |
| Description | ••• Locked “••• Locked” | Dec 10, 2024 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | ••• Locked “••• Locked” | Sep 27, 2018 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 27, 2018 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Description | ••• Locked “••• Locked” | Apr 14, 2012 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Edgar fts discovery | family office | Jan 9, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family involvement | ••• Locked “••• Locked” | Jan 4, 2021 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Family served | L••••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family served | ••• Locked “••• Locked” | Jan 4, 2021 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Formation year | ••• Locked “••• Locked” | Dec 10, 2024 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Geographic mandate | ••• Locked “••• Locked” | Apr 14, 2012 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Headquarters | ••• Locked “••• Locked” | Jan 4, 2021 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Headquarters | ••• Locked “••• Locked” | Sep 27, 2018 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Invests directly | ••• Locked “••• Locked” | Apr 14, 2012 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Legal entity | ••• Locked “••• Locked” | Jan 4, 2021 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Office type (stated) | Single family office “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Office type (stated) | Single family office | Jan 9, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Apr 14, 2012 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Inference |
| Real estate strategy | ••• Locked “••• Locked” | Sep 27, 2018 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Real estate strategy | ••• Locked “••• Locked” | Apr 14, 2012 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Satellite office | ••• Locked “Alpharetta, GA 30009” | Apr 14, 2012 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Sectors | ••• Locked “••• Locked” | Apr 14, 2012 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Inference |
| Stage preference | ••• Locked “••• Locked” | Apr 14, 2012 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| 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 |
Not yet on record: capital scale.