DFX Intelligence
Family office profile
T•• C••••••••• L••
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Kirkwood, MOCandidateidentity confidence 30%Top 500 by research priority
Why this class: 13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company.
Not yet hand-verified
Last observed Sep 21, 2026 · 14 observations · 3 sources
1 people · 0 investments · 153 public positions · 2 events
This entity is a candidate. One public signal put it on the graph (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company); it is not counted as a confirmed family office and nothing below should be read as saying it is one.
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 34% (high value, high value shallow; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Candidate
- Description
- unknown
- Headquarters
- Kirkwood, MO
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $489M. These are different facts and are never added together.
- Form 13F
- $489M across 153 positions, quarter ended Dec 31, 2024. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- 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
Family and wealth originshow
- Family served
- unknown
- Source of wealth
- unknown
- Operating company origin
- unknown
Not on the record yet. Family and wealth-origin claims are written only from cited public sources.
Team1 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| C•••••• L• D•••••• | Chief Compliance Officer | Operations and finance | phone: 314-590-5900 (published by the subject, Feb 11, 2025) | sec.gov Fact |
Office contact points
Investment mandateshow
••• Locked
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)
- Public equity book
- $489M Inference13F table value, quarter ended 2024-12-31; long 13(f) securities only
- 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 holdings40 positionsshow
Form 13F holdings
Top 40 positions of 153 for the quarter ended Dec 31, 2024; $344M shown of $489M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| I•••••• U• S• E•• T• | SHORT DURATION B | $64.6M | 1,279,267 | 13.2% |
| V••••• E•• T•••• | MRNGSTR WDE MOAT | $20.6M | 221,704 | 4.2% |
| S••• S•• 5•• E•• T• | TR UNIT | $16.7M | 28,552 | 3.4% |
| I•••••• Q•• T• | UNIT SER 1 | $15.3M | 29,919 | 3.1% |
| I•••••• T• | 20 YR TR BD ETF | $13.4M | 152,884 | 2.7% |
| F•••• T• E••••••••• F• | FST LOW OPPT EFT | $12.4M | 255,496 | 2.5% |
| V••••••• I•••• F•• | TOTAL STK MKT | $10.2M | 35,356 | 2.1% |
| I•••••• T• | CORE S&P MCP ETF | $10.2M | 164,087 | 2.1% |
| I•••••• T• | RUSSELL 2000 ETF | $9.9M | 45,013 | 2.0% |
| F•••• T• E••••••••• F• | SMID RISNG ETF | $8.2M | 228,019 | 1.7% |
| S••••• S•••••••• T• | 1 5YR CORP BD | $8.1M | 334,109 | 1.7% |
| F•••• T• E••••••••• F• | LIMITED DURATION | $7.2M | 381,299 | 1.5% |
| V•••••• P••••••••• I• | VCSHS US SML CAP | $7.1M | 96,337 | 1.5% |
| V•••••• P••••••••• I• | VCSHS US LRG CAP | $7.0M | 106,477 | 1.4% |
| V••••••• W•••• F• | FINANCIALS ETF | $6.9M | 58,836 | 1.4% |
| V•••••• P••••••••• I• | VCSHS US 500 VOL | $6.9M | 81,366 | 1.4% |
| I•••••• T• | 7-10 YR TRSY BD | $6.8M | 73,107 | 1.4% |
| V•••••• P••••••••• I• | VCSHS INTL VOLTY | $6.4M | 152,739 | 1.3% |
| V••••••• W•••• F• | HEALTH CAR ETF | $6.1M | 24,080 | 1.2% |
| I•••••• E••••••• T••••• F• T• | S&P 500 TOP 50 | $6.0M | 120,442 | 1.2% |
| P•••••••• T• | S&P 500 DV ARIST | $5.9M | 59,391 | 1.2% |
| E•• S•• S•••••••• | US DIVERSIFIED | $5.8M | 181,297 | 1.2% |
| I•••••• E••• T••••• F• T• I• | KBW PREM YIELD | $5.8M | 321,151 | 1.2% |
| I•••••• T• | MSCI EAFE ETF | $5.6M | 73,958 | 1.1% |
| S••• A••••• T• | S••• S••• US SCT | $5.6M | 104,134 | 1.1% |
| J• P• M••••• E••••••• T••••• F• | ULTRA SHRT ETF | $5.5M | 108,702 | 1.1% |
| F•••• T• E••••••• T••• F• V• | FST TR GLB FD | $5.5M | 228,593 | 1.1% |
| I•••••• T• | CR 5 10 YR ETF | $5.3M | 123,812 | 1.1% |
| A•••• I•• | COM | $5.1M | 20,564 | 1.1% |
| I•••••• E••• T••••• F• T• I• | S&P 500 MOMNTM | $4.9M | 51,949 | 1.0% |
| P•••• F•• T• | DATA AND INFRAST | $4.7M | 156,718 | 1.0% |
| V••••• E•• T•••• | URANIUM AND NUCL | $4.7M | 57,712 | 1.0% |
| A•••••••• C••• | COM | $4.3M | 50,340 | 0.9% |
| G••••• X• F•• | CYBRSCURTY ETF | $4.2M | 130,890 | 0.9% |
| E••••• R••••••••• | SH BEN INT | $4.1M | 56,463 | 0.8% |
| V•••••• P••••••••• I• | V••••••SHARES WE | $3.5M | 88,158 | 0.7% |
| V•••••• P••••••••• I• | SHARES FREE CASH | $3.5M | 103,362 | 0.7% |
| S••••• S••••• S••• T• | TECHNOLOGY | $3.5M | 15,148 | 0.7% |
| W••• P••••••••• S••• I•• | COM | $3.5M | 10,562 | 0.7% |
| S••• G••• T• | G••• SHS | $3.2M | 13,256 | 0.7% |
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 timeline1show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.
- Sep 12, 2026Office discoveredT•• C••••••••• L•• files Form 13F (non_adviser_filer, $489,074,352 in 153 positions)DiscoveryInferencesec.gov
Sources and evidence14show
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. 14 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (10 days)
Contactability
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (3 sources)
Research priority
+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($489,074,352)
+3 c••••••••• i••••••• u•••••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (460)
Mandate confidence
no components; scored 0
Identity confidence
+30 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (10 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 |
|---|---|---|---|---|
| Edgar entity type | other | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar forms | 13F-HR | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | non_adviser_filer | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 153 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $489M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Kirkwood, MO | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | 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 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |