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M••••• I••••••••

Family investment company· Houston, Texas

Family investment company, based in Houston, Texas.

Composed from this office's classification, location and record.

Decision makers
1 of 3
The office's site, Form ADV Schedule A and filings
Last deployment
Jan 2023
The latest dated investment or commitment on record
Contact decision makersFind similar offices
1 export, up to 4 contact reveals
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 15 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 70% · 18 observations · 3 sourcesShow
Family investment companyVerified Sep 16, 2026 (7 days ago)3 people · 0 investments · 0 public positions · 6 events

Why this class: C••• M•••••'s own biography site, independent of our SEC filing source, names him chairman and CEO of M••••• I••••••••, 'a newly formed private equity investment company' under the Palmetto Trust Company umbrella, and describes M••••• I•••••••• as the successor to Palmetto Partners' role managing the M••••• family's business interests, notably not using 'family office' for M••••• I•••••••• itself..

Real estate
25
moderate

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, co-investment.

Profile completeness 41% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Family investment company
Description
••• Locked
Headquarters
Houston, Texas
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
$3.0B as of Jan 10, 2023Fact
Classification history
  • Sep 15, 2026Family investment company 70%C••• M•••••'s own biography site, independent of our SEC filing source, names him chairman and CEO of M••••• I••••••••, 'a newly formed private equity investment company' under the Palmetto Trust Company umbrella, and describes M••••• I•••••••• as the successor to Palmetto Partners' role managing the M••••• family's business interests, notably not using 'family office' for M••••• I•••••••• itself.Factverifiedcarymcnair.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 origin
show
Family served
M••••• family
Source of wealth
••• Locked
Operating company origin
Founder R••••• (Bob) M••••• built Cogen Technologies into the world's largest privately-owned cogeneration company
Team
3 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
L•• S•••••Co-leader of the M••••• Living platformReal estate · investment decisionsnone on record
R••• H•••••Co-leader of the M••••• Living platformReal estate · investment decisionsnone on record
C••• M•••••Chairman and CEOLeadershipnone on record
2 former people
R••••• C• M•••••, Senior Chairman, until Sep 16, 2026
C••• M•••••, withheld-1, until Sep 16, 2026
Signals and timeline
6show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 6 events. 13F position changes are under Public stakes and holdings.

  • May 4, 2026Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 15, 2026Classification changed••• Lockedc•••••••••Factcarymcnair.com
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
  • Mar 1, 2024Succession event••• Lockedp•••••Facttrishwhitcomb.substack.com
  • Jan 10, 2023Investment team expanded••• Lockedp•••••Factprnewswire.com
Full timeline · 6 events
  • Jan 10, 2023New investment vehicle••• LockedVehiclesFactprnewswire.com
Investment mandate
show
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 investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
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
show
Form 13F holdings
No 13F filing on the record for this office.
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
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
show
Sources and evidence
18show

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. 18 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
Data confidence
+10 d•••••••••
+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••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1110)
Mandate confidence
no components; scored 0
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
+25 r••• e••••• p••••••••• o• s••••
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (M••••• family)
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (141 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 18 observations
FactValueEffectiveSourceClass
Aum stated••• Locked
“••• Locked”
Jan 10, 2023DFX analyst research (General-assisted, every claim URL-cited) prnewswire.comFact
Assets under management$3.0BJan 10, 2023DFX model output (c••••••••• rules, scores, mandates, matches) prnewswire.comFact
Decision rights••• Locked
“••• Locked”
Sep 27, 2025DFX analyst research (General-assisted, every claim URL-cited) nbcsports.comFact
Description••• Locked
“••• Locked”
Jan 10, 2023DFX analyst research (General-assisted, every claim URL-cited) prnewswire.comFact
Edgar fts discoveryfamily officeMay 4, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family involvement••• Locked
“••• Locked”
Mar 1, 2024DFX analyst research (General-assisted, every claim URL-cited) trishwhitcomb.substack.comFact
Family servedM••••• family
“••• Locked”
n/aDFX analyst research (General-assisted, every claim URL-cited) carymcnair.comFact
HeadquartersHouston, Texas
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) houstontexans.comFact
HeadquartersHoustonMay 4, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Legal entity••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) houstontexans.comFact
Office type (stated)Family investment company
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) carymcnair.comFact
Office type (stated)Single family officeMay 4, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Operating company origin••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) houstontexans.comFact
Real estate strategy••• Locked
“••• Locked”
Jan 10, 2023DFX analyst research (General-assisted, every claim URL-cited) prnewswire.comFact
Real estate strategy••• Locked
“••• Locked”
Jan 10, 2023DFX analyst research (General-assisted, every claim URL-cited) prnewswire.comFact
Source of wealth••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) houstontexans.comFact
Website searchNot foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference

Not yet on record: direct investments, capital scale.