DFX Intelligence
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S•••• E••••• P•••••••
Single family office (confirmed)Top 500· Houston, TX
Single family office (confirmed), based in Houston, TX, with 4 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
- 4
- Decision makers
- 1 of 1
- Last deployment
- Aug 2023
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
- Aug 2023latest direct deal
Latest direct deals: S••••••• H•••••• I••• (medical devices / wound care, $7M check, Aug 2023). No newer direct deal is on record since 23 Aug 2023.
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 85% · 18 observations · 3 sourcesShowHide
Single family office (confirmed)Verified Sep 16, 2026 (8 days ago)1 people · 4 investments · 0 public positions · 10 events
Why this class: Two separate SEC exhibit 99.1 filings from different issuers reuse the identical boilerplate calling S•••• E••••• P••••••• 'a family office led by A••••• W••••', independently confirming the same d•••••••••..
Direct investing
60
high
Private markets
30
moderate
Co-investment
60
high
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, sponsor-friendly, real estate.
Profile completeness 50% (high value, high value deep; 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
- Houston, TX
- 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) 85%Two separate SEC exhibit 99.1 filings from different issuers reuse the identical boilerplate calling S•••• E••••• P••••••• 'a family office led by A••••• W••••', independently confirming the same d•••••••••.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
- W•••• family
- Source of wealth
- ••• Locked
- Operating company origin
- Founder previously built A••••• W•••••••, L••• S••• R•••••, Geovox Security, HomeTool.com, and P••• E••••••••• T•••••••••
Team1 people, 1 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| A••••• W•••• family | President | Family principal · investment decisions | none on record | uh.edu Fact |
Signals and timeline9show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 9 events. 13F position changes are under Public stakes and holdings.
- Aug 23, 2023Office discovered••• LockedDiscoveryFactsec.gov
- Sep 15, 2026Classification changed••• Lockedc•••••••••Factsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Aug 23, 2023Direct investment••• LockedDirect investmentsFactsec.gov
- Jan 1, 2020Portfolio exit••• LockedDirect investmentsFactuh.edu
Investment mandateshow
••• Locked
Stated (their words, cited)
- Invests directly
- ••• Locked Fact uh.edu“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- majority (2), unknown (1), minority (1) Fact
- Sectors
- medical devices / wound care (1), home warranty and repair services (1), environmental / cleantech services (1) Fact
- Subsectors
- none Fact
- Co investors
- M•••••• L••• S••••••• (1) Fact
- Asset classes
- private equity (2), public equity (1), public equity (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 4 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 4 Fact
- Investment kinds
- pipe (1), SPAC business combination (terminated) (1), founder-built operating companies, sold (1), majority stake sale (1) Fact
- First and last deal
- Last: 2023-08-23 · First: 2023-08-23 Fact
- Lead vs participant
- participant (2), lead (2) Fact
- Disclosed check sizes
- Max: $7.0M · Min: $7.0M · Count: 1 Fact••• Locked
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- The firm builds new businesses and acquires lower middle market businesses directly, in addition to portfolio company i•••••••••
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments3 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Aug 23, 2023 | S••••••• H•••••• I••• | SPAC business combination (terminated) | medical devices / wound care | participant · minority | $7.0M | M•••••• L••• S••••••• (co investor) | sec.gov Fact “••• Locked” |
| Date not disclosed exit Jan 1, 2020 | P••• E••••••••• T••••••••• | Majority stake sale | environmental / cleantech services | lead · majority | unknown | none named | uh.edu Fact “••• Locked” |
| Date not disclosed exit Jan 1, 2012 | A••••• W••••••• • L••• S••• R••••• | Founder-built operating companies, sold | home warranty and repair services | lead · majority | unknown | none named | uh.edu 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 |
|---|---|---|---|
| Aug 23, 2023 | S••••••• H•••••• I••• | Section 16 insider | ••• Locked globenewswire.com |
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-investors1show
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Sources and evidence18show
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
no components; scored 0
Data confidence
+10 d•••••••••
+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••••••
+12 d••••• i••••••••• o• r•••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (134)
Mandate confidence
+40 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+85 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
+40 c••••••••• o• t•• r••••• (M•••••• L••• S•••••••; M•••••• L••• S•••••••)
+20 p••••••••• i• s••••••••• r•••••
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (W•••• family)
+20 f••••• p•••••••• o• s••••
Private markets propensity
+30 p•••••• m•••••• i••••••••• o•••••••
Current activity confidence
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
+60 o••••••• d••••• i••••••••• (4 on the record)
Independent sponsor propensity
no components; scored 0
View all 18 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Description | ••• Locked “••• Locked” | Aug 23, 2023 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Edgar fts discovery | family office | Aug 23, 2023 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family served | W•••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Formation year | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) uh.edu | Fact |
| Formation year | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) uh.edu | Fact |
| Invests directly | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) uh.edu | Fact |
| Invests directly | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) uh.edu | 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 | Aug 23, 2023 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Operating company origin | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) uh.edu | Fact |
| Operating company origin | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) uh.edu | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) uh.edu | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) uh.edu | Fact |
| Website search | research_hint:seplp.com “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Website search | Not found | Sep 21, 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 |
Not yet on record: capital scale.