DFX Intelligence
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T•••••••• I••••••••• I••
Family investment company· Fort Worth, TX
Family investment company, based in Fort Worth, TX, with 1 direct investment 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
- 1
- Last deployment
- Nov 2022
Deal announcements, Form D 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
Nothing material in the last 365 days. Last change: 15 Sep 2026, ••• Locked.
Readings, classification basis and verificationidentity confidence 75% · 19 observations · 3 sourcesShowHide
Family investment companyVerified Sep 21, 2026 (2 days ago)1 people · 1 investments · 0 public positions · 7 events
Why this class: Two separate M••••••• D••••••••• R••• proxy filings (2025 DEF14A and an earlier 2024 PREC14A) both independently describe A. Lee F••••• as Vice President and owner of T•••••••• I••••••••• I••., a family investment office..
Direct investing
15
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: external managers, private markets, sponsor-friendly, real estate, co-investment.
Profile completeness 34% (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
- Family investment company
- 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 15, 2026Family investment company 75%Two separate M••••••• D••••••••• R••• proxy filings (2025 DEF14A and an earlier 2024 PREC14A) both independently describe A. Lee F••••• as Vice President and owner of T•••••••• I••••••••• I••., a family investment office.Factverifiedsec.gov“••• Locked”
- Sep 14, 2026Family investment company 70%a filing by a third party describes it as a family investment company (cited)Fact
- Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth originshow
- Family served
- A••••• Lee (A. Lee) F••••• and family
- Source of wealth
- ••• Locked
- Operating company origin
- BrandFX Body Company, a truck body manufacturer with seven plants in Iowa, Minnesota, Indiana and Texas and over 600 employees, plus BFX Fire, Pioneer Truckweld and other utility equipment businesses
Team1 people, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| A••••• L•• F••••• | Vice President and Owner | Leadership | none on record | sec.gov Fact |
Signals and timeline7show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 7 events. 13F position changes are under Public stakes and holdings.
- May 22, 2025Office discovered••• LockedDiscoveryFactsec.gov
- Sep 15, 2026Classification changed••• Lockedc•••••••••Factsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Nov 4, 2022Direct investment••• LockedDirect investmentsFactsec.gov
- Nov 4, 2022Direct investment••• LockedDirect investmentsFactsec.gov
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
- Yes: the family founds and owns operating companies and buys public stakes directly
- Allocates to managers
- unknown
- Asset classes
- Real estate across ten states, controlling stakes in private industrial companies, and large minority public positions (a 12 percent stake in M••••••• D••••••••• R•••, a bank board seat at GBank)
- 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
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 |
|---|---|---|---|
| Nov 4, 2022 | M••••••• D••••••••• R•••• I••• | Section 16 insider | ••• Locked sec.gov |
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
Sources and evidence19show
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. 19 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (A••••• L•• F••••• (Vice President and Owner))
Data confidence
+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••••••
+3 d••••• i••••••••• o• r•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (755)
Mandate confidence
+10 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+75 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•••••
+40 f••••• n•••• (A••••• Lee (A. Lee) F••••• and family)
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
+15 o••••••• d••••• i••••••••• (1 on the record)
Independent sponsor propensity
no components; scored 0
View all 19 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | ••• Locked “••• Locked” | May 22, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Control preference | ••• Locked “••• Locked” | Apr 28, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Decision rights | ••• Locked “••• Locked” | May 22, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Edgar fts discovery | family investment office | May 22, 2025 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family generation | ••• Locked “••• Locked” | Jul 2, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Family involvement | ••• Locked “••• Locked” | May 22, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family served | A••••• Lee (A. Lee) F••••• and family “••• Locked” | May 22, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Formation year | 1998 “••• Locked” | May 22, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Headquarters | ••• Locked “and to Fort Worth in 1990.” | Jul 2, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Invests directly | ••• Locked “••• Locked” | May 22, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Legal entity | T•••••••• I••••••••• I••. (Texas corporation) “••• Locked” | May 22, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Office type (stated) | Family investment company “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Office type (stated) | Family investment company | May 22, 2025 | 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” | Jul 2, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | May 22, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Real estate strategy | ••• Locked “••• Locked” | May 22, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Source of wealth | ••• Locked “••• Locked” | Jul 2, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | 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: decision makers, capital scale.