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1••• P•••••••• L••

Single family office (probable)

Single family office (probable).

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

Decision makers
1 of 4
The office's site, Form ADV Schedule A and filings
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Mandate
As of · 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% · 31 observations · 4 sourcesShow
Single family office (probable)Verified Sep 21, 2026 (2 days ago)4 people · 0 investments · 0 public positions · 3 events

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

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 31% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Single family office (probable)
Description
••• Locked
Headquarters
unknown
Office address
unknown
Business phone
unknown
Website
1•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. No public number of any kind.
Classification history
  • Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
  • Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Team
4 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
D•••• M•••• familyFounder, Chief Investment Officer & Chief Compliance OfficerChief investment officer · investment decisions
email: ••• Locked (verified by provider, Sep 15, 2026)
J••• M•••• familyCo-Founder; Philanthropy, Marketing and StrategyOther · investment decisions
email: ••• Locked (verified by provider, Sep 15, 2026)
D•••• M••••Chief Investment Officer / co-founderChief investment officer
email: ••• Locked (verified by provider, Sep 15, 2026)
J••• M••••Philanthropy, Marketing and Strategy / co-founderLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
Office contact points
Business email: ••• Locked (published by the subject) reports.adviserinfo.sec.gov
Business phone: ••• Locked (published by the subject) reports.adviserinfo.sec.gov
W••••••: ••• Locked (published by the subject) 1•••••••••.com
Signals and timeline
3show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.

  • Mar 31, 2025Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
  • Apr 24, 2024Investment professional joined••• Lockedp•••••Factprnewswire.com
Investment mandate
show
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
unknown
Allocates to managers
unknown
Asset classes
Portfolios are built from mutual funds, ETFs, stocks, bonds, options, real estate investment funds, and alternative investments.
Sectors
Also runs a 'Special Situations Micro-Cap strategy' in overlooked publicly traded micro-cap equities, managed by the CIO since 1998.
Geography
unknown
Check size
$5.0M to Not disclosed
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
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
show
Form 13F holdings
No 13F filing on the record for this office.
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.
Related entities
show
Sources and evidence
31show

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. 31 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (5)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+0 r••• (1441)
Mandate confidence
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+70 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 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 31 observations
FactValueEffectiveSourceClass
Asset allocation stated••• Locked
“Quality Dividend Growth strategy”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) 1•••••••••.comFact
Asset classes••• Locked
“••• Locked”
Feb 25, 2026DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.govFact
Check size (low)••• Locked
“••• Locked”
Feb 25, 2026DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.govFact
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Description••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) 1•••••••••.comFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Description••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Edgar fts discoveryfamily officeMar 31, 2025SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family involvement••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) 1•••••••••.comFact
Formation year••• Locked
“••• Locked”
Apr 24, 2024DFX analyst research (General-assisted, every claim URL-cited) prnewswire.comFact
Legal entitySEC-registered investment adviser, CRD #313536.
“1••• P•••••••• L•• (CRD# 313536)”
Feb 25, 2026DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.govFact
Office type (stated)Single family officeMar 31, 2025SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Operating model inhouse••• Locked
“••• Locked”
Feb 25, 2026DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.govFact
Philanthropy program••• Locked
“more than 30 years of philanthropic experience”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) 1•••••••••.comFact
Sectors••• Locked
“Special Situations Micro-Cap strategy”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) 1•••••••••.comFact
Site mentionsPrivate equitySep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Site mentionsPrivate equitySep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Site mentionsPrivate equitySep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Site mentionsPrivate equitySep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Website••• LockedSep 15, 2026DFX model output (c••••••••• rules, scores, mandates, matches) 1•••••••••.comInference
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Website searchresearch_hint:1•••••••••.com
“••• Locked”
n/aDFX analyst research (General-assisted, every claim URL-cited) 1•••••••••.comInference
Website searchNot foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact
Website title••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 1•••••••••.comFact

Not yet on record: direct investments, capital scale, last deployment.