DFX Intelligence
Family office profile
W••••• G••••
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••• LockedSingle family office (probable)identity confidence 70%
Why this class: a press release by Altea Active Club Inc. describes it as a single family office (cited).
Verified Sep 16, 2026 (7 days ago)
Last observed Sep 16, 2026 · 23 observations · 3 sources
3 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 38% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Single family office (probable)
- Description
- unknown
- 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 14, 2026Single family office (probable) 70%a press release by Altea Active Club Inc. describes it as a single family office (cited)Fact
- Sep 13, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth originshow
- Family served
- unknown
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team3 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| P••••• S••••• family | Chairman and Chief Executive Officer | Leadership · investment decisions | none on record | waltergroup.ca Fact |
| M••••• D••••••• | President and Managing Partner, W••••• Global Asset Management | Public markets · investment decisions | none on record | walter-gam.com Fact |
| S•••••• B••••••• | CEO and Founding Partner, W••••• Global Asset Management | Public markets · investment decisions | none on record | walter-gam.com Fact |
Office contact points
Investment mandateshow
••• Locked
Stated (their words, cited)
- Allocates to managers
- ••• Locked Fact canadianfamilyoffices.com“••• Locked”
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
- Public markets team
- 2 Inferencenamed professionals with this responsibility
- Invests directly
- unknown
- Allocates to managers
- W••••• Global Asset Management has made about 12 investments in asset managers/companies
- 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.
- Jun 16, 2026Office discovered••• LockedDiscoveryFactglobenewswire.com
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Jan 1, 2018Family liquidity event••• LockedwealthFactlincolninternational.com
- Jan 1, 2002Succession event••• Lockedp•••••Factwaltergroup.ca
Sources and evidence23show
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. 23 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (P••••• S••••• (Chairman and Chief Executive Officer))
+10 v••••••• b••••••• p••••• (1)
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••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1112)
Mandate confidence
no components; scored 0
Identity confidence
+70 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•••••
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (98 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 |
|---|---|---|---|---|
| Allocates to managers | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) canadianfamilyoffices.com | Fact |
| Allocates to managers | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) canadianfamilyoffices.com | Fact |
| Asset allocation stated | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) waltergroup.ca | Fact |
| Asset allocation stated | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) canadianfamilyoffices.com | Fact |
| Asset allocation stated | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) canadianfamilyoffices.com | Fact |
| Asset allocation stated | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) waltergroup.ca | Fact |
| Family generation | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) canadianfamilyoffices.com | Fact |
| Family generation | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) canadianfamilyoffices.com | Fact |
| Family generation | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) canadianfamilyoffices.com | Fact |
| Family generation | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) canadianfamilyoffices.com | Fact |
| Family involvement | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) canadianfamilyoffices.com | Fact |
| Family involvement | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) canadianfamilyoffices.com | Fact |
| Headquarters | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) waltergroup.ca | Fact |
| Headquarters | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) waltergroup.ca | Fact |
| Headquarters | Montréal | Jun 16, 2026 | GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com | Fact |
| Liquidity event | ••• Locked “••• Locked” | Jan 1, 2018 | DFX analyst research (General-assisted, every claim URL-cited) lincolninternational.com | Fact |
| Office type (stated) | single_family_office | Jun 16, 2026 | GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Jan 1, 2002 | DFX analyst research (General-assisted, every claim URL-cited) waltergroup.ca | Fact |
| Team size total | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) canadianfamilyoffices.com | Fact |
| Team size total | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) canadianfamilyoffices.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) waltergroup.ca | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) waltergroup.ca | Fact |
| Website search | not_found | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |