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V••••• F••••• O•••••

Multi-family officeTop 500Not hand-verified in 180 days· El Paso, TX

Multi-family office, based in El Paso, TX.

Composed from this office's classification, location and record.

Regulatory AUM
$727M
Form ADV, Item 5.F
Last deployment
Aug 2026
The latest dated investment or commitment on record
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

What matters now

  1. +1
    new vehicle, 12 months

    Its 20 Aug 2026 Form ADV added V•• •••• A••••••••• I••••••••• F••• L•• ($42.0M).

    A new vehicle is capital being raised or parked for a specific purpose: a co-investment vehicle means a deal the office is in that no announcement names yet.

    FactSEC Form ADV, Schedule DFor Sponsors seeking co-investors, fund managersIts funds and vehicles →
Readings, classification basis and verificationidentity confidence 80% · 133 observations · 6 sourcesShow
Multi-family officeNot yet hand-verified2 people · 0 investments · 62 public positions · 61 events

Why this class: registered adviser named as a family office serving many clients: a m••••••••• o••••• by construction.

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.

Profile completeness 53% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Multi-family office
Description
unknown
Headquarters
El Paso, TX
Office address
••• Locked
Business phone
••• Locked
Website
v•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $126M. Regulatory AUM $727M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$727M as of Mar 25, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Jan 14, 2021 · 5 employeesFact
Client mix (Form ADV 5.D)
Individuals: 70 ($24.4M); Corporations: 9 ($15.9M); High net worth individuals: 74 ($575M); Pooled investment vehicles: 2 ($112M)Fact
Private funds advised
2 (PE n/a, VC n/a, hedge n/a, real estate n/a), gross assets $112MFact
Form 13F
$126M across 62 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Elsewhere in DFX
Independent Sponsor Intelligence (shared crd)
Classification history
  • Sep 13, 2026Multi-family office 80%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
  • Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
  • Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Team
2 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
N•••• A••••••• P•••••• M••••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Nov 12, 2024)
N•••• A••••••• P•••••• M••••••Chief Compliance OfficerOperations and finance
phone: ••• Locked (published by the subject, Nov 12, 2024)
sec.gov Fact
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) adviserinfo.sec.gov
W••••••: ••• Locked (published by the subject) v•••••••••.com
Signals and timeline
7show

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.

  • Sep 11, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
  • Mar 25, 2024Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
  • Jun 24, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
  • Mar 31, 2023Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Full timeline · 7 events
Investment mandate
show

••• 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
$117M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Its own private funds (Form ADV Schedule D 7.B.(1))
FundTypeGross asset valueRelated shareReportedForm D
V•• A••••••••• I••••••••• F•••Other Private Fund$70.3M
Aug 20, 2026
1%Jun 24, 2022 to now021-436687
V•• •••• A••••••••• I••••••••• F••• L••Other Private Fund$42.0M
Aug 20, 2026
0%Aug 20, 2026 to now
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 62 for the quarter ended Jun 30, 2026; $114M shown of $126M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
I•••••• E••• T••••• F• T• I•RAFI EMRGNG MRKT$7.8M279,2036.2%
C••• H••••••• S•CL A$7.2M46,2865.7%
T••••• S••••••••• M•• L••SPONSORED ADS$7.2M14,9885.7%
V••••••• S••••••••• F••SHRT TRM CORP BD$6.6M83,1285.2%
S•••••• F•••••••• G•••• C• L•SPN ADR RESTRD$5.6M87,9214.4%
Z•• E•••••• C••••• I••SPONSORED ADS A$5.1M226,1634.0%
F•••• T• E••••••••• F•SMID RISNG ETF$4.7M108,8893.7%
I•••••• T•FLTG RATE NT ETF$4.5M87,3913.5%
P•• H••••••• I••SPONSORED ADS$4.3M56,7473.4%
V••••••• W•••••••• F••EM MK GOV BD ETF$4.2M63,1663.4%
All 40 positionslargest value first
IssuerClassValueSharesWeight
I••••• L••SHS$3.8M259,3253.0%
C•••• I••COM$2.7M22,5882.2%
Q••••••• I••COM$2.5M13,3572.0%
I•••••• T•CRE U S REIT ETF$2.4M36,0591.9%
C•••••• I••COM$2.3M3,2631.8%
Q••• H••••••• I••AMERICAN DEP$2.3M144,3821.8%
I•••••• T•EAFE VALUE ETF$2.1M28,0291.7%
A•••••••• D••• P••••••••• I•COM$2.1M9,3051.7%
W••••••••• T•EUROPE SMCP DV$2.1M28,6411.6%
S•••••••• F••••••••COM$2.0M26,9351.6%
A•••• S•SPONSORED ADR$2.0M619,3371.6%
I•••••• G••• T•I•••••• NEW$2.0M25,9701.6%
K••• F••••COM NEW$2.0M29,3501.5%
V•••• S•• I••CL A COM$1.9M10,9651.5%
W••••••••• T•US HIGH DIVIDEND$1.9M16,2961.5%
I•••••• T•0-5 YR TIPS ETF$1.8M17,9031.4%
U••••• T••••••••• C••• D••COM$1.8M3,3661.4%
P••••• H•••• I••COM$1.8M42,0801.4%
P••••• S••••••• I••COM$1.8M14,2851.4%
C•••••• C••• N••CL A$1.7M69,5091.3%
P••••• I••COM$1.7M70,5741.3%
R••••• I••COM$1.7M8,6341.3%
U•••••••• H••• S••• I••CL B$1.6M11,0821.3%
I•••••• T•MSCI JP VALUE$1.6M37,3231.3%
C•••••••• T••••••••• S••••••CL A$1.4M37,1801.1%
I•••••• E••• T••••• F• T• I•RAFI DVLPD MRKTS$1.4M30,9371.1%
I•••••• E••••••• T••••• F• T•RAFI US 1000 ETF$1.3M23,8071.0%
N••••• I••COM$1.2M7,9261.0%
M•••• • C• I••COM$966,6337,4730.8%
C••••••• N••• R• C•COM$952,0127,9840.8%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
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  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
All 25 changes
  • Mar 31, 2026 ••• Locked sec.gov
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  • Dec 31, 2025 ••• Locked sec.gov
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  • Jun 30, 2025 ••• Locked sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor. This office is also on the sponsor graph; see Elsewhere in DFX above.
Related entities
3show
Sources and evidence
133show

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. 133 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+20 v••••••• b••••••• p••••• (3)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (6 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (6 sources)
Research priority
+14 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($726,943,327)
+8 m••••••••• o•••••
+2 F••• D• v••••••• l•••••
+5 o• a•••••• D•• g••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (129)
Mandate confidence
no components; scored 0
Identity confidence
+80 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 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 133 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-25Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)••• LockedSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds reported (latest Form ADV)2Aug 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds reported (latest Form ADV)1May 14, 2024SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$112MAug 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$32.1MMay 14, 2024SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Share of its funds owned by itself and related personsNAug 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Share of its funds owned by itself and related personsNMay 14, 2024SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Advisory services (Form ADV 5.G)Financial planning, portfolio management individuals, portfolio management pooled vehicles, portfolio management businesses institutions, selection of other advisersMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2021-01-14Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients74Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Individuals: clients: 70; RAUM usd: 24,386,564; Fewer than 5: no; Corporations: clients: 9; RAUM usd: 15,942,759; Fewer than 5: no; High net worth individuals…Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,D,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees5Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-09-30Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-06-30Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions62Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions73Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions64Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions52Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions43Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions40Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions39Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions47Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions45Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions40Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$126MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$117MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$116MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$107MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$78.1MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$77.9MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$79.8MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$75.8MSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$73.4MJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$62.6MMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEl Paso, TXJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEl Paso, TXMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEl Paso, TXMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersEl Paso, TXDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEl Paso, TXSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEl Paso, TXJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEl Paso, TXMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEl Paso, TXDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEl Paso, TXSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEl Paso, TXJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersEl Paso, TXMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Independent Sponsor Intelligence entityV••••• F••••• O••••• (capital_provider)Sep 21, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityV••••• F••••• O••••• (capital_provider)Sep 20, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityV••••• F••••• O••••• (capital_provider)Sep 12, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityV••••• F••••• O••••• (capital_provider)Sep 12, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityV••••• F••••• O••••• (capital_provider)Sep 11, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Legal formLimited Liability CompanyMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised2Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$112MMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)211Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$575MMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$727MMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows4Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Website••• LockedSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) v•••••••••.comInference
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) v•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) v•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) v•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) v•••••••••.comFact

Not yet on record: direct investments, decision makers.