DFX Intelligence
Family office profile
H• C••••••• L••
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••• LockedSingle family office (confirmed)identity confidence 75%Top 500 by research priority
Why this class: A W••••••• C••••• press release filed with its June 2023 8-K states that H• C•••••• invests on behalf of the H••••• family of K••••••••, Tennessee..
Verified Sep 13, 2026 (10 days ago)
Last observed Sep 23, 2026 · 45 observations · 5 sources
5 people · 5 investments · 5 public positions · 17 events
Direct investing
75
high
External managers
20
moderate
Private markets
60
high
Sponsor-friendly
60
high
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: real estate.
Overviewshow
Profile completeness 88% (high value, high value deep; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Single family office (confirmed)
- Description
- unknown
- Headquarters
- ••• Locked
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $94.4M across 3 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $297M. Related foundation assets $94.4M. These are different facts and are never added together.
- Form 13F
- $297M across 5 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 13, 2026Single family office (confirmed) 75%A W••••••• C••••• press release filed with its June 2023 8-K states that H• C•••••• invests on behalf of the H••••• family of K••••••••, Tennessee.Factverifiedsec.gov“••• Locked”
- Sep 12, 2026Single family office (probable) 55%a 13F filer on no adviser roster that files nothing but ownership forms, with 1 private foundation(s) at its own address holding $30,453,836: the shape of a single family office (structural inference, no self-description found)Inference
- 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
- H••••• family (K••••••••)
- Source of wealth
- ••• Locked
- Operating company origin
- Pilot Company (Pilot Travel Centers LLC), K••••••••
Team5 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| A••••• S•••••• | Chief Investment Officer | Chief investment officer · investment decisions | none on record | sec.gov Fact |
| A• W••••••• T•••• | Head of Direct Investments and Managing Director | direct i••••••••• · investment decisions | none on record | sec.gov Fact |
| B••• H••••• family | Family principal | Family principal · investment decisions | none on record | therealdeal.com Fact |
| J•••• H••••• family | Family principal | Family principal · investment decisions | none on record | therealdeal.com Fact |
| T••• S•••••• | General Counsel | Operations and finance | phone: ••• Locked (published by the subject, Aug 11, 2026) | sec.gov Fact |
Former
J•••• a• H••••• I••, Family patriarch; founder of Pilot, until Sep 13, 2026
Investment mandateshow
••• Locked
Stated (their words, cited)
- Sectors
- ••• Locked Inference venturenashville.com“••• Locked”
- Invests directly
- ••• Locked Fact sec.gov“••• Locked”
- Allocates to managers
- ••• Locked Inference venturenashville.com“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- minority (4), unknown (1) Fact
- Sectors
- C••••• and beverage supply chain (2), Renewable natural gas (1), E••••• decarbonization (1), Utility-scale solar (1) Fact
- Subsectors
- none Fact
- Co investors
- H•••••• H••• f••••• (1), S••••••••• A•••• M••••••••• (1), R• B••• M••••• (1), N•• I••••••••• (1), W••••••• C••••• f••••••• (1) Fact
- Asset classes
- infrastructure (2), growth equity (2), other (1) Fact
- Direct vs fund
- Fund: 1 · Direct: 4 · Real estate: 0 Fact
- Sponsors backed
- A•• P••••••• (1) Fact
- Investment count
- 5 Fact
- Investment kinds
- round participation (2), co investment (1), growth (1), direct investment (1) Fact
- First and last deal
- Last: 2024-09-26 · First: 2021-09-01 Fact
- Lead vs participant
- participant (2), lead (2), unknown (1) Fact
- Disclosed check sizes
- Max: $725M · Min: $50.0M · Count: 3 Fact••• Locked
Inferred (regulatory shape and team)
- Public equity book
- $239M Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Direct investment team
- 1 Inferencenamed professionals with this responsibility
- Invests directly
- Yes; Head of Direct Investments; HF Direct Investments P••• holds direct stakes
- Allocates to managers
- Yes; pooled private fund vehicle and fund commitments (L•••••• P••••••• fund, A•• P••••••• strategy)
- Asset classes
- unknown
- Sectors
- E••••• transition and decarbonization, solar, consumer beverage, real estate
- Geography
- unknown
- Check size
- unknown
Direct investments4 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Jun 30, 2023 | W••••••• C••••• C•••••• •••• f•••••••• e•••••• | Growth | C••••• and beverage supply chain | lead · minority | $50.0M | H•••••• H••• f••••• (co investor) | sec.gov Fact “••• Locked” |
| Apr 4, 2022 | W••••••• C••••• •••• i• R•••••••• A••••••••• C•••• d••••••• | Round participation | C••••• and beverage supply chain | participant · minority | $78.0M | S••••••••• A•••• M••••••••• (co investor), R• B••• M••••• (co investor), N•• I••••••••• (co investor), W••••••• C••••• f••••••• (co investor) | sec.gov Fact “••• Locked” |
| Sep 1, 2021 | A•••••• E••••• I••• ••••• 7•••••• s•••••• | Round participation | Renewable natural gas | participant · minority | unknown | none named | sec.gov Fact “••• Locked” |
| n/a | S•••••• R•••• | Direct investment | Utility-scale solar | unknown · minority | unknown | none named | venturenashville.com Fact “••• Locked” |
Fund and manager relationshipsshow
The office's own managers
- A•• P••••••• •••••• D••••••••• s•••••••• · E••••• infrastructure private equity Fact “••• Locked” venturenashville.com
- L•••••• P••••••• C•••••• •••• r••• e••••• i••••••••• f••• · Real estate Fact “••• Locked” therealdeal.com
Funds held by the family's private foundation, from its Form 990-PF: the foundation reports each fund by name with its fair value. They are the foundation's holdings, never an amount the office itself committed.
| Fund | Manager | Held through | Foundation's fair value | Period | Basis |
|---|---|---|---|---|---|
| H• F••••••••• P••• L•• | W•• F••••••••• | $34.5M | Dec 31, 2024 | Inference at the office's address apps.irs.gov |
- A•• P••••••• E••••• D••••••••• s••••••• •• t• ••••• Co investment · Sep 26, 2024 · $725M venturenashville.com
Public stakes and holdings5 positionsshow
Form 13F holdings
Top 5 positions of 5 for the quarter ended Jun 30, 2026; $297M shown of $297M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| I•••••• T• | MSCI ACWI ETF | $136M | 868,367 | 45.9% |
| W••••••• C••••• C• | COM | $103M | 12,749,755 | 34.8% |
| K•••• A••••••• B•• I•• | COM SHS | $30.0M | 2,216,905 | 10.1% |
| A•• P••••••• A•• C•••••••• I• | COM | $18.5M | 63,149 | 6.2% |
| D••••••••• E••••• I•• | COM | $8.5M | 48,276 | 2.9% |
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-investors6show
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| A•• P••••••• | independent sponsor (sponsor) | 1 | Sep 26, 2024 | A•• P••••••• E••••• D••••••••• s••••••• •• t• ••••• | venturenashville.com |
| H•••••• H••• f••••• | organisation | 1 | Jun 30, 2023 (historical) | W••••••• C••••• C•••••• •••• f•••••••• e•••••• | sec.gov |
| R• B••• M••••• | organisation | 1 | Apr 4, 2022 (historical) | W••••••• C••••• •••• i• R•••••••• A••••••••• C•••• d••••••• | sec.gov |
| W••••••• C••••• f••••••• | organisation | 1 | Apr 4, 2022 (historical) | W••••••• C••••• •••• i• R•••••••• A••••••••• C•••• d••••••• | sec.gov |
| N•• I••••••••• | organisation | 1 | Apr 4, 2022 (historical) | W••••••• C••••• •••• i• R•••••••• A••••••••• C•••• d••••••• | sec.gov |
| S••••••••• A•••• M••••••••• | organisation | 1 | Apr 4, 2022 (historical) | W••••••• C••••• •••• i• R•••••••• A••••••••• C•••• d••••••• | sec.gov |
- H•••••• H••• f••••• Jun 30, 2023 recurring (2) Fact sec.gov
- H•••••• H••• f••••• Jun 30, 2023 recurring (2) Fact sec.gov
- W••••••• C••••• f••••••• Apr 4, 2022 recurring (2) Fact sec.gov
- N•• I••••••••• Apr 4, 2022 recurring (2) Fact sec.gov
- R• B••• M••••• Apr 4, 2022 recurring (2) Fact sec.gov
- S••••••••• A•••• M••••••••• Apr 4, 2022 recurring (2) Fact sec.gov
- W••••••• C••••• f••••••• Apr 4, 2022 recurring (2) Fact sec.gov
- N•• I••••••••• Apr 4, 2022 recurring (2) Fact sec.gov
- R• B••• M••••• Apr 4, 2022 recurring (2) Fact sec.gov
- S••••••••• A•••• M••••••••• Apr 4, 2022 recurring (2) Fact sec.gov
Independent sponsor relationships2show
- A•• P••••••• Backed · Sep 26, 2024 Fact venturenashville.com
- A•• P••••••• Backed · Sep 26, 2024 Fact venturenashville.com
Related entities5show
Signals and timeline12show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 12 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changed••• Lockedc•••••••••Factsec.gov
- Sep 12, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
- Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov
- Jul 30, 2026New manager relationship••• LockedFund relationshipsFacttherealdeal.com
- Apr 1, 2026Investment professional joined••• Lockedp•••••Factsec.gov
- Sep 26, 2024Fund commitment disclosed••• LockedFund relationshipsFactventurenashville.com
- Sep 26, 2024New manager relationship••• LockedFund relationshipsFactventurenashville.com
- Jan 1, 2024Family liquidity event••• LockedwealthFactventurenashville.com
- Jun 30, 2023Direct investment••• LockedDirect investmentsFactsec.gov
- Apr 13, 2023New investment vehicle••• LockedVehiclesFactventurenashville.com
- Apr 4, 2022Direct investment••• LockedDirect investmentsFactsec.gov
- Sep 1, 2021Direct investment••• LockedDirect investmentsFactsec.gov
Sources and evidence45show
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. 45 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (9 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (2)
Data confidence
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
+25 d•••• p•••••• i••••••••• i• l••• 2• m••••• (••• Locked)
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($239,211,901)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+12 d••••• i••••••••• o• r•••••
+10 d••••••• i• l••• 2• m•••••
+10 i••••••••• s•••••• r•••••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (5)
Mandate confidence
+50 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
+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•••• (H••••• family (K••••••••))
+20 f••••• p•••••••• o• s••••
Private markets propensity
+60 p•••••• m•••••• i••••••••• o•••••••
Current activity confidence
+50 d•••• p•••••• i••••••••• i• 2• m•••••
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (10 days)
External manager propensity
+20 f••• o• m•••••• r•••••••••
Direct investment propensity
+60 o••••••• d••••• i••••••••• (4 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
+60 s•••••• r••••••••• o• t•• r••••• (A•• P•••••••; A•• P•••••••)
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Allocates to managers | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) venturenashville.com | Inference |
| Aum stated | ••• Locked “Indefinite 680000000 Indefinite false 46” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Estimate |
| Board participation | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Co invest behavior | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) venturenashville.com | 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,N-PX | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar fts mention | 100 | Sep 12, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.sec.gov | Fact |
| Family generation | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) therealdeal.com | Fact |
| Family served | H••••• family (K••••••••) “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family wealth estimate | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) therealdeal.com | Fact |
| Filing address | ••• Locked | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | ••• Locked | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2026 | 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 admission signal | non_adviser_filer | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2026 | 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 |
| Latest 13F quarter | 2026-06-30 | Jun 30, 2026 | 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 |
| 13F positions | 5 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 5 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 4 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $297M | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $239M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $168M | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Formation year | 2020 (pool vehicles incorporated 2020) “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Headquarters | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Headquarters | K••••••••, TN | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | K••••••••, TN | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | K••••••••, TN | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Invests directly | ••• 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) sec.gov | Fact |
| Liquidity event | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) therealdeal.com | Fact |
| Office type (stated) | single_family_office “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Operating company origin | Pilot Company (Pilot Travel Centers LLC), K•••••••• “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) venturenashville.com | Fact |
| Sectors | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) venturenashville.com | Inference |
| Source of wealth | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) therealdeal.com | 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 |