DFX Intelligence

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A••••• G••••• M••••••••• L••

Family investment company

Family investment company, with 1 direct investment on record.

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

As of 2026-09-20 · the latest observation of this office; filed figures carry their own filing dates

Direct investments: 1
Decision makers: 1 of 1

Contact decision makers Find similar offices

1 export, up to 2 contact reveals

Direct investments (1)Mandate

As of 2026-09-20 · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 14 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 70% · 14 observations · 3 sourcesShow

Family investment companyVerified Sep 16, 2026 (7 days ago)1 people · 1 investments · 0 public positions · 2 events

Why this class: a filing by a third party describes it as a family investment company (cited).

Direct investing

moderate

Co-investment

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, private markets, sponsor-friendly, real estate.

Profile completeness 44% (high value, high value shallow; the most valuable missing fact is contacts)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Overview

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Classification: Family investment company
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. No public number of any kind.

Classification history

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 origin

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Family served: N•••••• family
Source of wealth: ••• Locked
Operating company origin: unknown

Team

1 people, 1 with investment decisions, decision makers firstshow

Person	Title	Responsibility	Business contact	Source
P••• A•••••• N•••••• I• family	Manager of St. A••••• G••••• M••••••••• L••; CEO of A••• H•••••• C••	Leadership · investment decisions	none on record	sec.gov Fact

1 former person

P••• A• N••••••, F••••• C•• o• S•• A••••• G••••• M••••••••• L•••••• P••••••••• L•••• C••••••• o• F••••••••• C••••, until Sep 16, 2026

Signals and timeline

2show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.

Aug 12, 2026Office discovered••• LockedDiscoveryFactsec.gov
Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL

Investment mandate

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••• Locked

Stated (their words, cited)

Asset classes: Securities investing, concentrated public equity holding Fact sec.gov
“••• Locked”

Observed (from the investment record)

States: none Fact
Control: minority (1) Fact
Sectors: specialty chemicals and biofuels (1) Fact
Subsectors: none Fact
Co investors: S••• H•••••••• L•• (1), P••• N•••••• I• (1), A••• H•••••• C•• (1) Fact
Asset classes: public equities (1) Fact
Direct vs fund: Fund: 0 · Direct: 1 · Real estate: 0 Fact
Sponsors backed: none Fact
Investment count: 1 Fact
Investment kinds: public equity stake (1) Fact
First and last deal: Last: unknown · First: unknown Fact
Lead vs participant: unknown (1) Fact
Disclosed check sizes: Max: unknown · Min: unknown · Count: 0 Fact
••• Locked

Inferred (regulatory shape and team)

Nothing to infer from.

Invests directly: unknown
Allocates to managers: unknown
Asset classes: Securities investing, concentrated public equity holding
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

1 dealsshow

Date	Company	Kind	Sector	Role	Amount	With	Source
Date not disclosed	F••••••••• C••••	Public equity stake	specialty chemicals and biofuels	unknown · minority	unknown	S••• H•••••••• L•• (co investor), P••• N•••••• I• (co investor), A••• H•••••• C•• (co investor)	sec.gov Fact “••• Locked”

Fund and manager relationships

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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

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Form 13F holdings

No 13F filing on the record for this office.

Real estate

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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

3show

Counterparty	Kind	Shared deals	First, last	Examples	Source
P••• N•••••• I•	organisation	1	undated (historical)	F••••••••• C••••	sec.gov
A••• H•••••• C••	organisation	1	undated (historical)	F••••••••• C••••	sec.gov
S••• H•••••••• L••	organisation	1	undated (historical)	F••••••••• C••••	sec.gov

A••• H•••••• C•• recurring (2) Fact sec.gov
P••• N•••••• I• recurring (2) Fact sec.gov
S••• H•••••••• L•• recurring (2) Fact sec.gov
A••• H•••••• C•• recurring (2) Fact sec.gov
P••• N•••••• I• recurring (2) Fact sec.gov

All 6 co-investment links

S••• H•••••••• L•• recurring (2) Fact sec.gov

Independent sponsor relationships

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No cited relationship to an independent sponsor.

Related entities

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Sources and evidence

14show

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. 14 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)

Contactability

+15 n•••• d••••••••• (••• Locked)

Data confidence

+10 d•••••••••

+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••• (763)

Mandate confidence

+10 m•••••• s•••••••• b• o••••••• i•••••••••

+20 s••••• m•••••• o• t•• r•••••

Identity confidence

+70 c••••••••• (••• Locked)

Real estate propensity

no components; scored 0

Co investment propensity

+80 c••••••••• o• t•• r••••• (••• Locked)

Family identity confidence

+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••

+40 f••••• n•••• (N•••••• family)

+20 f••••• p•••••••• o• s••••

Private markets propensity

no components; scored 0

Current activity confidence

+25 a• s••••••••• f••• w••••• 1• m••••• (41 days)

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 14 observations

Fact	Value	Effective	Source	Class
Asset classes	Securities investing, concentrated public equity holding “••• Locked”	Jun 7, 2022	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Description	••• Locked “••• Locked”	Aug 8, 2023	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Edgar fts discovery	family investment company	Aug 12, 2026	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”	Aug 8, 2023	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Family involvement	••• Locked “••• Locked”	Aug 8, 2023	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Family served	N•••••• family “••• Locked”	Aug 8, 2023	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Inference
Former name	••• Locked “••• Locked”	Dec 31, 2019	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Headquarters	••• Locked “••• Locked”	Jun 7, 2022	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Legal entity	••• Locked “••• Locked”	Jun 7, 2022	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Office type (stated)	Family investment company	Aug 12, 2026	SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov	Fact
Source of wealth	••• Locked “••• Locked”	Jul 24, 2018	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Website search	Not found	Sep 20, 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, last deployment.