DFX Intelligence
Family office profile
W••• F••••• I••••••••• I•••
The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
••• LockedSingle family office (confirmed)identity confidence 90%Top 500 by research priority
Why this class: A Schedule 13D filed by W••• F••••• I••••••••• of Carlsbad CA with G••• and M••• W••• states it is a family office exempt under the Family Office Exemption..
Verified Sep 13, 2026 (9 days ago)
Last observed Sep 21, 2026 · 97 observations · 4 sources
7 people · 23 investments · 259 public positions · 100 events
Direct investing
85
high
Private markets
60
high
Sponsor-friendly
80
high
Real estate
50
elevated
Co-investment
100
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.
Overviewshow
Profile completeness 84% (high value, high value deep; the most valuable missing fact is fund relationships)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Single family office (confirmed)
- Description
- ••• Locked
- Headquarters
- ••• Locked
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $285M. These are different facts and are never added together.
- Form 13F
- $285M across 259 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 13, 2026Single family office (confirmed) 90%A Schedule 13D filed by W••• F••••• I••••••••• of Carlsbad CA with G••• and M••• W••• states it is a family office exempt under the Family Office Exemption.Factverifiedir.newlake.com“••• Locked”
- Sep 12, 2026Candidate 45%family-named 13F filer on no adviser roster (i•••••••••, holdings, capital, trust)Inference
- Sep 12, 2026Candidate 35%family-named entity with no regulatory signal yetInference
Family and wealth originshow
- Family served
- G••• W••• and M••• W•••
- Source of wealth
- ••• Locked
- Operating company origin
- W••• Corporation (Omaha), founded 1986, IPO 1996, taken private 2006
Team7 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| G••• W••• family | Principal; Chief Executive Officer (2021 N•••••• 13D signature) | Family principal · investment decisions | none on record | ir.newlake.com Fact |
| M••• W••• family | Principal; director | Family principal · investment decisions | none on record | ir.newlake.com Fact |
| D•••• M•••••• | Vice President and Director | Leadership · investment decisions | none on record | ir.newlake.com Fact |
| S•••••• L••••• | President and Director, W••• F••••• I••••••••• (also President and CEO of W••• Health) | Leadership · investment decisions | none on record | ir.newlake.com Fact |
| M••• D• H••••• | Director and Treasurer; CFO of W••• Partners since 2010 | Operations and finance · investment decisions | none on record | web.archive.org Fact |
| M••• H••••• | Director and Treasurer | Operations and finance | email: mdharper@westpartners.com (published by the subject) phone: 760-602-5788 (published by the subject, May 7, 2026) phone: (760) 602-5788 (published by the subject) | sec.gov Fact |
| T•• L••• | Secretary (also W••• Health Chief Strategy Officer) | Operations and finance · investment decisions | none on record | ir.newlake.com Fact |
Former
R•••••• •••••• R••••••, Former Chief Executive Officer, W••• F••••• I•••••••••, until Sep 13, 2026
R••••• A• B••••, President & CIO, W••• F••••• I•••••••••; Manager of W••• Investment Holdings, until Sep 13, 2026
A•• M•••••, Vice President, W••• Partners, until Sep 13, 2026
D••••• O••••••, President, W••• Partners, until Sep 13, 2026
K••• W••••••, Investment team, W••• Partners, until Sep 13, 2026
L••• C••• J••, Investment professional, W••• Partners, until Sep 13, 2026
M••• M••••, General Counsel and Partner, W••• Partners, until Sep 13, 2026
M••• A••, Partner, W••• Partners, until Sep 13, 2026
T•••• G•••••, Investment professional, W••• Partners, until Sep 13, 2026
Office contact points
Investment mandateshow
••• Locked
Stated (their words, cited)
- Sectors
- ••• Locked Fact web.archive.org“••• Locked”
- Invests directly
- ••• Locked Fact web.archive.org“••• Locked”
- Geography mandate
- Prefer US-headquartered companies Fact web.archive.org“••• Locked”
- Check size low usd
- $10 million Fact web.archive.org“••• Locked”
- Control preference
- Controlling stakes Fact web.archive.org“••• Locked”
- Check size high usd
- $100 million Fact web.archive.org“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- minority (7), majority (6), unknown (5), significant influence (3), passive (2) Fact
- Sectors
- Digital banking software (2), Construction software (2), Oil and gas (Turkey) (2), Specialty finance (1), Single-tenant office (1), S••••• housing owner/operator (1), Hospitality real estate (1) Fact
- Subsectors
- none Fact
- Co investors
- K•• I••••••••• P••••••• (2), ••• Locked (1), R•••••• I• R•••••• a•• B•••• R•••••• (1), M•••••••• (1), G•••• W••• L•••• (1), R•••• 6• V••••••• (1) Fact
- Asset classes
- private equity (6), real estate (6), public equity (5), private credit (3), growth equity (3) Fact
- Direct vs fund
- Fund: 0 · Direct: 20 · Real estate: 3 Fact
- Sponsors backed
- M••••••• G•••• (1), M•••••••• ••••••••• (1) Fact
- Investment count
- 23 Fact
- Investment kinds
- direct investment (8), growth (3), public stake 13d (3), recapitalization (3), credit (2), acquisition (2), public stake 13g (2) Fact
- First and last deal
- Last: 2022-01-21 · First: 2012-09-01 Fact
- Lead vs participant
- unknown (11), lead (8), participant (4) Fact
- Disclosed check sizes
- Max: $30.5M · Min: $10.5M · Count: 3 Fact••• Locked
Inferred (regulatory shape and team)
- Public equity book
- $285M Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Invests directly
- Direct i••••••••• in private companies with permanent family capital, no outside investors
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- Generalist; active in senior housing, gaming, transaction processing, commercial real estate
- Geography
- Prefer US-headquartered companies
- Check size
- $10.0M to $100M
Direct investments15 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Aug 1, 2021 | N•••••• C•••••• P•••••••• I••• ••• N••• H•••••••• L••• p•••••• s•••• p••• w•••••••• | Direct investment | Cannabis property REIT | unknown · minority | unknown | none named | ir.newlake.com Fact “••• Locked” |
| Aug 7, 2020 | T••••••••• P•••••••• L••• ••••••••• b• p•••••••• h••••• g••••• | Acquisition | Oil and gas (Turkey) | participant · minority | unknown | N• M••••• M••••••• 3•• ••••••••• E•••••• D•••• P•••••••• (co investor), K•• I••••••••• P••••••• (co investor), R•••••• I• R•••••• a•• B•••• R•••••• (co investor), M••••••• G•••• (sponsor) | globenewswire.com Fact “••• Locked” |
| May 1, 2017 | D• B•••••• •••••• f••••••• d•••• | Credit | Digital banking software | lead · minority | unknown | none named | web.archive.org Fact “••• Locked” |
| Nov 1, 2016 | T••••••••• P•••••••• L••• ••• S••••• A• C••••••••• P•••••••• a•• 1•• c••••••••• n••••• | Credit | Oil and gas (Turkey) | participant · minority | $10.5M | K•• I••••••••• P••••••• (co investor) | sec.gov Fact “••• Locked” |
| Jun 17, 2016 | D• T••••••••• I••• •• B••••••• | Growth | Digital banking software | participant · minority | unknown | R•••• 6• V••••••• (co investor) | web.archive.org Fact “••• Locked” |
| Apr 1, 2016 | J••••• C•••••• L•• ••••••••• b••••• m•••••••• | Recapitalization | Specialty finance | lead · majority | unknown | none named | web.archive.org Fact “••• Locked” |
| Mar 1, 2016 | V••••••• S••••• L••••• | Direct investment | S••••• living operator (Nashville) | lead · majority | unknown | none named | web.archive.org Fact “••• Locked” |
| Dec 1, 2015 | L•••••• E••••••••• G•••• I•••••••• L•• | Recapitalization | Video gaming terminal route operator (I•••••••) | lead · majority | unknown | none named | web.archive.org Fact “••• Locked” |
| Jun 16, 2015 | e•• T••••••••• L•• | Direct investment | Broadband and critical communications infrastructure | lead | unknown | none named | web.archive.org Fact “••• Locked” |
| Apr 18, 2015 | J••••• C•••••• L•• | Direct investment | Specialty finance (litigation, healthcare, consumer receivables) | unknown · minority | unknown | none named | web.archive.org Fact “••• Locked” |
| Dec 3, 2014 | N••••••••• I••• ••••••••• | Growth | Construction software | unknown | unknown | none named | web.archive.org Fact “••• Locked” |
| Mar 25, 2014 | N••••••••• I••• | Growth | Construction software | unknown | unknown | none named | web.archive.org Fact “••• Locked” |
| n/a | P••••• G•••• I••• | Direct investment | Payments software and consulting (Omaha) | unknown | unknown | none named | web.archive.org Fact “••• Locked” |
| n/a | K••••••••• | Direct investment | Build-to-suit single-tenant industrial (FedEx Freight) | unknown | unknown | none named | web.archive.org Fact “••• Locked” |
| n/a | W••••••••• L•• | Direct investment | S••••• housing owner/operator | lead · majority | unknown | none named | sdbj.com 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 holdings40 positionsshow
Stakes the office filed (Schedule 13D, 13G, Section 16)
From 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 |
|---|---|---|---|
| Jan 21, 2022 | L•••• I••• | Schedule 13G (passive) | ••• Locked sec.gov |
| Aug 23, 2021 | N•••••• C•••••• P•••••••• I••• | Schedule 13D (with intent) | ••• Locked sec.gov |
| Feb 12, 2018 | M•• C••••••• I••• | Schedule 13D (with intent) | ••• Locked sec.gov |
| May 7, 2015 | T••••••••• P•••••••• L••• | Schedule 13D (with intent) | ••• Locked sec.gov |
| May 2, 2014 | Z••• F•••••••• C•••• | Schedule 13G (passive) | ••• Locked sec.gov |
Form 13F holdings
Top 40 positions of 259 for the quarter ended Mar 31, 2026; $190M shown of $285M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| I•••••• G••• T• | I•••••• NEW | $34.1M | 384,343 | 11.9% |
| S••••• S•••••••• T• | US TIPS ETF | $17.0M | 609,276 | 6.0% |
| I•••••• T• | 20 YR TR BD ETF | $16.7M | 152,632 | 5.8% |
| N••••• C••••••••• | COM | $11.3M | 64,933 | 4.0% |
| A•••• I•• | COM | $10.7M | 42,092 | 3.7% |
| I•••••• T• | MBS ETF | $7.7M | 80,697 | 2.7% |
| M•••••••• C••• | COM | $7.1M | 19,119 | 2.5% |
| A••••••• I•• | CAP STK CL A | $7.0M | 24,481 | 2.5% |
| E•• C••• | COM | $6.6M | 103,500 | 2.3% |
| E••••• E••••• C••••••••• | COM | $5.5M | 50,000 | 1.9% |
| A••••• C•• I•• | COM | $5.4M | 26,080 | 1.9% |
| T••••• S••••••••• M•••••• | SPONSORED ADS | $5.2M | 15,244 | 1.8% |
| V••••• E•• T•••• | JUNIOR G••• MINE | $4.1M | 34,500 | 1.5% |
| B••••••• I•• | COM | $3.7M | 11,998 | 1.3% |
| M••• P•••••••• I•• | CL A | $3.2M | 5,522 | 1.1% |
| V••••••• I••• E••••• I•••• F• | TT WRLD ST ETF | $2.7M | 18,570 | 0.9% |
| T•••• I•• | COM | $2.7M | 7,131 | 0.9% |
| B•••••••• H••••••• I•• D•• | CL B NEW | $2.6M | 5,505 | 0.9% |
| L•••• I•• | COM | $2.5M | 2,200,845 | 0.9% |
| J•••••• • J•••••• | COM | $2.4M | 9,793 | 0.8% |
| E•• L•••• • C• | COM | $2.4M | 2,586 | 0.8% |
| E•••• M•••• C••• | COM | $2.0M | 11,611 | 0.7% |
| W•••••• I•• | COM | $2.0M | 15,746 | 0.7% |
| M••••• T••••••••• I•• | COM | $1.8M | 5,274 | 0.6% |
| C•••• S•• I•• | COM | $1.8M | 22,588 | 0.6% |
| V••• I•• | COM CL A | $1.7M | 5,790 | 0.6% |
| C••••• T••••••••• A• | NAMEN AKT | $1.7M | 35,500 | 0.6% |
| C•• H••••• C••• | COM | $1.7M | 22,999 | 0.6% |
| W•••• M••• I•• D•• | COM | $1.6M | 6,889 | 0.6% |
| M•••• • C• I•• | COM | $1.5M | 12,516 | 0.5% |
| M•••••••• C••• | COM | $1.5M | 4,769 | 0.5% |
| C••••••• T•••••• C• L•• | SPON ADR NEW11 | $1.5M | 35,073 | 0.5% |
| C••• C••• C• | COM | $1.5M | 19,295 | 0.5% |
| P•••••• • G••••• C• | COM | $1.5M | 10,134 | 0.5% |
| M••••••••• I••••••••• | CL A | $1.5M | 2,907 | 0.5% |
| A••••••••• P•• | ORD | $1.4M | 7,120 | 0.5% |
| A••• H••• N• | N Y REGISTRY SHS | $1.3M | 968 | 0.4% |
| J••••••• C•••• • C• | COM | $1.3M | 4,301 | 0.4% |
| V•••••• C••••••••• I•• | V•••••• C••••••••• I•• | $1.2M | 24,781 | 0.4% |
| C••••• W•••••••• C••••••••• | COM | $1.2M | 1,185 | 0.4% |
Changes between the last two quarters
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced W•••••• I•• 30,391 -> 15,746 shares ($3,385,861 -> $1,956,913) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced A•••• I•• 65,355 -> 42,092 shares ($17,767,410 -> $10,682,529) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced Abbvie Inc 9,085 -> 4,870 shares ($2,075,832 -> $1,059,176) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced V••• I•• 8,784 -> 5,790 shares ($3,080,637 -> $1,749,970) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced M•••••••• C••• 31,687 -> 19,119 shares ($15,324,467 -> $7,077,280) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced T•••• I•• 13,216 -> 7,131 shares ($5,943,500 -> $2,650,949) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced E•• L•••• • C• 4,439 -> 2,586 shares ($4,770,505 -> $2,378,525) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced A••••• C•• I•• 40,997 -> 26,080 shares ($9,462,928 -> $5,431,682) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced J••••••• C•••• • C• 12,998 -> 4,301 shares ($4,188,216 -> $1,265,182) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced J•••••• • J•••••• 14,100 -> 9,793 shares ($2,917,995 -> $2,393,801) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced B••••••• I•• 19,374 -> 11,998 shares ($6,705,341 -> $3,713,501) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced M••• P•••••••• I•• 9,207 -> 5,522 shares ($6,077,449 -> $3,159,302) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced N••••• C••••••••• 107,374 -> 64,933 shares ($20,025,251 -> $11,324,315) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced T••••• S••••••••• M•••••• 28,455 -> 15,244 shares ($8,647,190 -> $5,151,710) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• exited Heartflow Inc (was $2,558,583, 87,773 shares) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced A••••••• I•• 44,644 -> 24,481 shares ($13,973,572 -> $7,039,756) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced C•••• S•• I•• 30,228 -> 22,588 shares ($2,328,463 -> $1,752,603) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced M••••••••• I••••••••• 4,866 -> 2,907 shares ($2,777,902 -> $1,452,512) sec.gov
- Mar 31, 2026 W••• F••••• I••••••••• I••• reduced E•••• M•••• C••• 25,376 -> 11,611 shares ($3,053,748 -> $1,969,922) sec.gov
- Dec 31, 2025 W••• F••••• I••••••••• I••• reduced L•••• I•• 5,572,637 -> 2,200,845 shares ($954,794 -> $2,064,704) sec.gov
- Dec 31, 2025 W••• F••••• I••••••••• I••• increased Netflix Inc 2,202 -> 20,560 shares ($2,948,764 -> $1,927,706) sec.gov
- Dec 31, 2025 W••• F••••• I••••••••• I••• opened a $2,558,583 position in Heartflow Inc (87,773 shares) sec.gov
- Dec 31, 2025 W••• F••••• I••••••••• I••• reduced Procter and Gamble Co 15,426 -> 11,337 shares ($2,457,670 -> $1,624,705) sec.gov
- Sep 30, 2025 W••• F••••• I••••••••• I••• exited B•••••••• H••••••• I•• D•• (was $3,783,177, 7,788 shares) sec.gov
- Sep 30, 2025 W••• F••••• I••••••••• I••• exited E•• L•••• • C• (was $3,426,034, 4,395 shares) sec.gov
Real estateshow
- W• 2•• C••••••••• L•• •••••••• r••••• Recapitalization · May 1, 2016 web.archive.org
- G•••• W••• L•••• G••••• G•••• ••••• a•• w•••• p••• d••••••••• Direct investment · Apr 10, 2014 web.archive.org
- 2•• C••••••••• o••••• b••••••• ••••••••• F•• Acquisition · Sep 1, 2012 web.archive.org
Co-investors9show
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| K•• I••••••••• P••••••• | organisation | 2 | Nov 1, 2016, Aug 7, 2020 (historical) | T••••••••• P•••••••• L••• ••••••••• b• p•••••••• h••••• g•••••, T••••••••• P•••••••• L••• ••• S••••• A• C••••••••• P•••••••• a•• 1•• c••••••••• n••••• | globenewswire.com |
| R•••••• I• R•••••• a•• B•••• R•••••• | organisation | 1 | Aug 7, 2020 (historical) | T••••••••• P•••••••• L••• ••••••••• b• p•••••••• h••••• g••••• | globenewswire.com |
| M••••••• G•••• | independent sponsor (sponsor) | 1 | Aug 7, 2020 (historical) | T••••••••• P•••••••• L••• ••••••••• b• p•••••••• h••••• g••••• | globenewswire.com |
| N• M••••• M••••••• 3•• ••••••••• E•••••• D•••• P•••••••• | organisation | 1 | Aug 7, 2020 (historical) | T••••••••• P•••••••• L••• ••••••••• b• p•••••••• h••••• g••••• | globenewswire.com |
| R•••• 6• V••••••• | organisation | 1 | Jun 17, 2016 (historical) | D• T••••••••• I••• •• B••••••• | web.archive.org |
| N••••••• T•••• B••• •••••• b• G••••••••• R••• E••••• C••••••• | organisation (lender) | 1 | May 1, 2016 (historical) | W• 2•• C••••••••• L•• •••••••• r••••• | web.archive.org |
| M•••••••• ••••••••• | independent sponsor (sponsor) | 1 | Apr 10, 2014 (historical) | G•••• W••• L•••• G••••• G•••• ••••• a•• w•••• p••• d••••••••• | web.archive.org |
| G•••• W••• L•••• | organisation | 1 | Apr 10, 2014 (historical) | G•••• W••• L•••• G••••• G•••• ••••• a•• w•••• p••• d••••••••• | web.archive.org |
| M•••••••• | organisation | 1 | Apr 10, 2014 (historical) | G•••• W••• L•••• G••••• G•••• ••••• a•• w•••• p••• d••••••••• | web.archive.org |
- R•••••• I• R•••••• a•• B•••• R•••••• Aug 7, 2020 recurring (2) Fact globenewswire.com
- K•• I••••••••• P••••••• Aug 7, 2020 strong (3) Fact globenewswire.com
- N• M••••• M••••••• 3•• ••••••••• E•••••• D•••• P•••••••• Aug 7, 2020 recurring (2) Fact globenewswire.com
- R•••••• I• R•••••• a•• B•••• R•••••• Aug 7, 2020 recurring (2) Fact globenewswire.com
- K•• I••••••••• P••••••• Aug 7, 2020 strong (3) Fact globenewswire.com
- N• M••••• M••••••• 3•• ••••••••• E•••••• D•••• P•••••••• Aug 7, 2020 recurring (2) Fact globenewswire.com
- K•• I••••••••• P••••••• Nov 1, 2016 strong (3) Fact sec.gov
- R•••• 6• V••••••• Jun 17, 2016 recurring (2) Fact web.archive.org
- R•••• 6• V••••••• Jun 17, 2016 recurring (2) Fact web.archive.org
- G•••• W••• L•••• Apr 10, 2014 recurring (2) Fact web.archive.org
- M•••••••• Apr 10, 2014 recurring (2) Fact web.archive.org
- G•••• W••• L•••• Apr 10, 2014 recurring (2) Fact web.archive.org
- M•••••••• Apr 10, 2014 recurring (2) Fact web.archive.org
Independent sponsor relationships4show
- M••••••• G•••• Backed · Aug 7, 2020 Fact globenewswire.com
- M••••••• G•••• Backed · Aug 7, 2020 Fact globenewswire.com
- M•••••••• ••••••••• Backed · Apr 10, 2014 Fact web.archive.org
- M•••••••• ••••••••• Backed · Apr 10, 2014 Fact web.archive.org
Related entities1show
Signals and timeline18show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 18 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changedW••• F••••• I••••••••• I•••: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (A Schedule 13D filed by W••• F••••• I••••••••• of Carlsbad CA with G••• and M••• W••• states it is a family office exempt under the Family Office Exemption.)c•••••••••Factir.newlake.com
- Sep 11, 2026Classification changedW••• F••••• I••••••••• I•••: CANDIDATE_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (family-named 13F filer on no adviser roster (i•••••••••, holdings, capital, trust))c•••••••••Inferenceno URL
- Sep 11, 2026Office discoveredW••• F••••• I••••••••• I••• files Form 13F (name, $2,954,439 in 1 positions)DiscoveryInferencesec.gov
- Aug 1, 2021Direct investmentW••• F••••• I••••••••• I••• invested in N•••••• C•••••• P•••••••• I••• ••• N••• H•••••••• L••• p•••••• s•••• p••• w••••••••Direct investmentsFactir.newlake.com
- Aug 7, 2020Direct investmentW••• F••••• I••••••••• I••• invested in T••••••••• P•••••••• L••• ••••••••• b• p•••••••• h••••• g•••••Direct investmentsFactglobenewswire.com
- May 1, 2017Direct investmentW••• F••••• I••••••••• I••• invested in D• B•••••• •••••• f••••••• d••••Direct investmentsFactweb.archive.org
- Nov 1, 2016Direct investmentW••• F••••• I••••••••• I••• invested in T••••••••• P•••••••• L••• ••• S••••• A• C••••••••• P•••••••• a•• 1•• c••••••••• n•••••Direct investmentsFactsec.gov
- Jun 17, 2016Direct investmentW••• F••••• I••••••••• I••• invested in D• T••••••••• I••• •• B•••••••Direct investmentsFactweb.archive.org
- May 1, 2016Fund commitment disclosedW••• F••••• I••••••••• I••• invested in W• 2•• C••••••••• L•• •••••••• r•••••Fund relationshipsFactweb.archive.org
- Apr 1, 2016Direct investmentW••• F••••• I••••••••• I••• invested in J••••• C•••••• L•• ••••••••• b••••• m••••••••Direct investmentsFactweb.archive.org
- Mar 1, 2016Direct investmentW••• F••••• I••••••••• I••• invested in V••••••• S••••• L•••••Direct investmentsFactweb.archive.org
- Dec 1, 2015Direct investmentW••• F••••• I••••••••• I••• invested in L•••••• E••••••••• G•••• I•••••••• L••Direct investmentsFactweb.archive.org
- Jun 16, 2015Direct investmentW••• F••••• I••••••••• I••• invested in e•• T••••••••• L••Direct investmentsFactweb.archive.org
- Apr 18, 2015Direct investmentW••• F••••• I••••••••• I••• invested in J••••• C•••••• L••Direct investmentsFactweb.archive.org
- Dec 3, 2014Direct investmentW••• F••••• I••••••••• I••• invested in N••••••••• I••• •••••••••Direct investmentsFactweb.archive.org
- Apr 10, 2014Fund commitment disclosedW••• F••••• I••••••••• I••• invested in G•••• W••• L•••• G••••• G•••• ••••• a•• w•••• p••• d•••••••••Fund relationshipsFactweb.archive.org
- Mar 25, 2014Direct investmentW••• F••••• I••••••••• I••• invested in N••••••••• I•••Direct investmentsFactweb.archive.org
- Sep 1, 2012Fund commitment disclosedW••• F••••• I••••••••• I••• invested in 2•• C••••••••• o••••• b••••••• ••••••••• F••Fund relationshipsFactweb.archive.org
Sources and evidence97show
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. 97 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (9 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• e••••• (1)
+20 v••••••• b••••••• p••••• (2)
Data confidence
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($285,248,517)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+15 d••••• i••••••••• o• r•••••
+10 i••••••••• s•••••• r•••••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (13)
Mandate confidence
+70 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
+10 c•••• s••• s••••• ($10,000,000 to $100,000,000)
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
+50 r••• e••••• i•••••••••
Co investment propensity
+80 c••••••••• o• t•• r••••• (••• Locked)
+20 p••••••••• i• s••••••••• r•••••
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (G••• W••• and M••• W•••)
+20 f••••• p•••••••• o• s••••
Private markets propensity
+60 p•••••• m•••••• i••••••••• o•••••••
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (10 days)
External manager propensity
no components; scored 0
Direct investment propensity
+70 o••••••• d••••• i••••••••• (20 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
+80 s•••••• r••••••••• o• t•• r••••• (••• Locked)
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Check size (high) | $100 million “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Check size (low) | $10 million “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Co invest behavior | ••• Locked “Flexible: Private, Public, PIPE, and others” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Control preference | Controlling stakes “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Description | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) ir.newlake.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Inference |
| Description | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| 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,13F-HR/A,3,3/A,4,4/A,SC 13D,SC 13D/A,SC 13G,SC 13G/A,SCHEDULE 13G/A | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Family generation | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) ir.newlake.com | Inference |
| Family served | W••• family | n/a | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Family served | G••• W••• and M••• W••• “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) ir.newlake.com | Fact |
| Filing address | 4960 AVENIDA ENCINAS, Carlsbad, CA, 92008 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 4960 AVENIDA ENCINAS, Carlsbad, CA, 92008 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 4960 AVENIDA ENCINAS, Carlsbad, CA, 92008 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 4960 AVENIDA ENCINAS, Carlsbad, CA, 92008 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 4960 AVENIDA ENCINAS, Carlsbad, CA, 92008 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 4960 AVENIDA ENCINAS, Carlsbad, CA, 92008 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | 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 | name | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | name | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | 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 | 2026-03-31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-12-31 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-09-30 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | 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 | 259 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 351 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 377 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 1 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 368 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 272 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 284 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $285M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $426M | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $445M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $3.0M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $383M | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $266M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $287M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Formation year | W••• Partners formed 2007 (per Mergr) “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) mergr.com | Fact |
| Geographic mandate | Prefer US-headquartered companies “Prefer companies headquartered in the US” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Headquarters | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) ir.newlake.com | Fact |
| Headquarters | Carlsbad, CA | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Carlsbad, CA | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Carlsbad, CA | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Carlsbad, CA | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Carlsbad, CA | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Carlsbad, CA | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Investment committee | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) ir.newlake.com | Fact |
| Invests directly | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Legal entity | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Legal entity | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Legal entity | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Liquidity event | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sdbj.com | Fact |
| Office type (stated) | single_family_office “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) ir.newlake.com | Fact |
| Operating company origin | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sdbj.com | Fact |
| Public stake filed (13D, 13G, Section 16) | L•••• I••• | Jan 21, 2022 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | N•••••• C•••••• P•••••••• I••• | Aug 23, 2021 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | M•• C••••••• I••• | Feb 12, 2018 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | T••••••••• P•••••••• L••• | May 7, 2015 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | ••• Locked | May 2, 2014 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Real estate strategy | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Satellite office | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Sectors | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Sponsor behavior | ••• Locked “Management sponsored buyouts” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Team size investment | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Inference |
| Source of wealth | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| 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 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |