DFX Intelligence
Family Office Intelligence
Family office profile
M••••••• O•••••
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400 N Michigan Ave, Suite 350, C••••••, IL 60611 (t•• W•••••• B•••••••)Family investment companyidentity confidence 70%Top 500 by research prioritym•••••••••.com
Why this class: M••••••• O•••••'s own site describes it as a C••••••-based investment firm making wholly owned and minority i•••••••••, led as CEO by J•• M••••••• himself; M••••••• Ventures, by contrast, is described by Wikipedia only as the company through which M••••••• owns the Inc. and Fast Company magazines, an operating media business rather than an investing entity..
Verified Sep 16, 2026 (5 days ago)
Last observed Sep 21, 2026 · 30 observations · 2 sources
5 people · 26 investments · 0 public positions · 5 events
Direct investing
70
high
Real estate
75
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, co-investment.
Overviewshow
Profile completeness 56% (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
- Family investment company
- Description
- M••••••• O••••• is an investment firm based in C••••••. Through wholly owned and minority i•••••••••, we partner with firms that share our commitment to thoughtful innovation and lasting growth.
- Headquarters
- 400 N Michigan Ave, Suite 350, C••••••, IL 60611 (t•• W•••••• B•••••••)
- Office address
- unknown
- Business phone
- unknown
- Website
- m•••••••••.com
- 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%M••••••• O•••••'s own site describes it as a C••••••-based investment firm making wholly owned and minority i•••••••••, led as CEO by J•• M••••••• himself; M••••••• Ventures, by contrast, is described by Wikipedia only as the company through which M••••••• owns the Inc. and Fast Company magazines, an operating media business rather than an investing entity.Factverifiedm•••••••••.com“M••••••• O••••• is an investment firm based in C••••••. Through wholly owned and minority i•••••••••, we partner with firms that share our commitment to thought”
Family and wealth originshow
- Family served
- M••••••• family (J•• M•••••••) family
- Source of wealth
- Morningstar, the investment research firm J•• M••••••• founded in 1984
- Operating company origin
- unknown
Team5 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J•• M••••••• family | Chief Executive Officer | Family principal · investment decisions | email: j•••••••••@m•••••••••.com (unverified) | m•••••••••.com Fact |
| M••• I•••• | Chief Financial Officer | Operations and finance · investment decisions | none on record | m•••••••••.com Fact |
| A•• G•••• | Head of Real Estate | Real estate · investment decisions | email: a••••••••@m•••••••••.com (unverified) | m•••••••••.com Fact |
| S•••••• M••••••••• | Vice President of Construction | Real estate · investment decisions | email: s•••••••••@m•••••••••.com (unverified) | m•••••••••.com Fact |
| T•• F•••• | Managing Director of Real Estate | Real estate · investment decisions | email: t••••••••@m•••••••••.com (verified by provider, Sep 21, 2026) | m•••••••••.com Fact |
Office contact points
Investment mandateshow
26 i••••••••• on the record (private equity, real estate, sports); sectors: professional soccer, fintech, securities lending, news aggregation; last deal 2021-01-01. stated: Media, sports, Morningstar equity, private i•••••••••, real estate, and a philanthropic foundation, Private-i••••••••• book spans healthtech, biotech, consumer, and B2B software
Stated (their words, cited)
- Sectors
- Private-i••••••••• book spans healthtech, biotech, consumer, and B2B software Inference m•••••••••.com“provides predictive artificial intelligence to identify hospital patients needing critical care and gives clinicians fast access to guidelines, protocols, and reference information.”
- Asset classes
- Media, sports, Morningstar equity, private i•••••••••, real estate, and a philanthropic foundation Inference m•••••••••.com“T•• W•••••• B•••••••”
Observed (from the investment record)
- States
- none Fact
- Control
- minority (20), unknown (4), majority (2) Fact
- Sectors
- professional soccer (2), fintech, securities lending (1), news aggregation (1), hospitality/hotel (1), hospitality/entertainment (1), restaurant/hospitality (1), biotech, oncology/immunology (1), healthtech AI (1) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- private equity (19), real estate (4), sports (2), media (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 22 · Real estate: 4 Fact
- Sponsors backed
- none Fact
- Investment count
- 26 Fact
- Investment kinds
- direct investment (20), real estate acquisition (4), sports team acquisition (2) Fact
- First and last deal
- Last: 2021-01-01 · First: 2019-01-01 Fact
- Lead vs participant
- unknown (24), lead (2) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Factamounts are only what a source disclosed; never backsolved from a round
Inferred (regulatory shape and team)
- Real estate team
- 3 Inferencenamed professionals with this responsibility
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- Media, sports, Morningstar equity, private i•••••••••, real estate, and a philanthropic foundation
- Sectors
- Private-i••••••••• book spans healthtech, biotech, consumer, and B2B software
- Geography
- unknown
- Check size
- unknown
Direct investments22 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Jan 1, 2021 | F• L••••• | Sports team acquisition | professional soccer | lead · majority | unknown | none named | m•••••••••.com Fact “In 2021, J•• M••••••• purchased a second team—F• L•••••, a 115-year-old club from the Italian-speaking portion of Switzerland.” |
| Jan 1, 2019 | C•••••• F••• F• | Sports team acquisition | professional soccer | lead · majority | unknown | none named | m•••••••••.com Fact “Since acquiring the C•••••• F••• F• in 2019, J•• M••••••• has pushed to strengthen the organization at all levels.” |
| n/a | T•••••• D••• P••••••• | Direct investment | commodities data/technology | unknown · minority | unknown | none named | m•••••••••.com Fact “provides information and technology services for the commodities industry, with a focus on energy.” |
| n/a | T••••• | Direct investment | consumer, meal delivery/smart appliances | unknown · minority | unknown | none named | m•••••••••.com Fact “offers an inventive and delicious customized meal-delivery service paired with a smart oven that does all the work.” |
| n/a | S••••• B•• | Direct investment | biotech, oral therapeutics | unknown · minority | unknown | none named | m•••••••••.com Fact “developing oral therapies that harness the small intestine's unique biology to provide more accessible, effective, and sustainable solutions” |
| n/a | S•••••••• | Direct investment | fintech, securities lending | unknown · minority | unknown | none named | m•••••••••.com Fact “developed a cloud-based platform using real-time data and intelligent permissioning to revolutionize securities-based lending.” |
| n/a | R••• B••••••••• | Direct investment | biotech, oncology/immunology | unknown · minority | unknown | none named | m•••••••••.com Fact “delivering transformative small molecule therapies in oncology and immunologic disorders using a next-generation, disease-focused chemoprote” |
| n/a | P•••• O•••••••• I••• | Direct investment | biotech oncology | unknown · minority | unknown | none named | m•••••••••.com Fact “developing antibody therapeutics to promote the body's immune response to cancer, based on new insights into tumor microenvironments.” |
| n/a | P••••• T•••• | Direct investment | real estate title technology | unknown · minority | unknown | none named | m•••••••••.com Fact “enables real estate title search across the country by combining advanced technology and a network of searchers.” |
| n/a | P•••• | Direct investment | restaurant/hospitality | unknown · minority | unknown | none named | m•••••••••.com Fact “popular restaurant and brewery in C••••••'s Wicker Park neighborhood serving home-brewed beers and New Haven–style pizza.” |
| n/a | N••••• | Direct investment | news aggregation | unknown · minority | unknown | none named | m•••••••••.com Fact “news aggregation site providing current news summaries and breaking stories about politics, business, health, sports, technology, and entert” |
| n/a | M••••• • A••• | Direct investment | consumer baby apparel | unknown · minority | unknown | none named | m•••••••••.com Fact “uses certified organic fabrics to create clothing and other essentials for babies, kids, and moms.” |
| n/a | M•••• B••••••••• | Direct investment | cell therapy oncology | unknown · minority | unknown | none named | m•••••••••.com Fact “clinical-stage cell therapy company developing novel CAR-T strategies to address the most challenging hematological cancers.” |
| n/a | F•••• H••••• | Direct investment | healthtech networking | unknown · minority | unknown | none named | m•••••••••.com Fact “has created a mobile platform that enables doctors to refer and network with their colleagues.” |
| n/a | F•••• S••• H••••• | Direct investment | telemedicine | unknown · minority | unknown | none named | m•••••••••.com Fact “provides innovative telemedicine solutions exclusively through employers as an employee benefit.” |
| n/a | E••••••••• | Direct investment | medtech, heart failure management | unknown · minority | unknown | none named | m•••••••••.com Fact “delivers proactive management tools for best-practice care and detection of worsening heart failure earlier than ever before.” |
| n/a | E•••• S••••••• | Direct investment | design/fabrication software | unknown · minority | unknown | none named | m•••••••••.com Fact “makes design and fabrication of everything from custom signs to kitchen cabinets accessible to everyone.” |
| n/a | C••••••••• | Direct investment | biotech/immunology | unknown · minority | unknown | none named | m•••••••••.com Fact “dedicated to understanding and treating food allergies and other diseases of the immune system and to discovering and developing new therape” |
| n/a | C••• W••••• | Direct investment | hospitality/entertainment | unknown · minority | unknown | none named | m•••••••••.com Fact “operates unique facilities in multiple US markets that combine a fully functioning winery with intimate concerts, classes, and private event” |
| n/a | B•••• I• | Direct investment | tech media/recruiting platform | unknown · minority | unknown | none named | m•••••••••.com Fact “a platform serving vibrant tech markets that connects technology professionals, companies, and communities looking for meaningful careers an” |
| n/a | B•••• H••••• | Direct investment | consumer infant nutrition | unknown · minority | unknown | none named | m•••••••••.com Fact “provides direct-to-consumer organic infant and toddler formula and prebiotics.” |
| n/a | A•••••• | Direct investment | healthtech AI | unknown · minority | unknown | none named | m•••••••••.com Fact “provides predictive artificial intelligence to identify hospital patients needing critical care and gives clinicians fast access to guidelin” |
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
- T•• T••••••• •••• N•••• K•••••• A••• Real estate acquisition · n/a m•••••••••.com
- W•••••• A•••••• C•••••• Real estate acquisition · n/a m•••••••••.com
- B••••• S•••••••• Real estate acquisition · n/a m•••••••••.com
- T•• W•••••• B••••••• Real estate acquisition · n/a m•••••••••.com
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Signals and timeline5show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 5 events. 13F position changes are under Public stakes and holdings.
- Jan 1, 2021Direct investmentJ•• M••••••• purchases F• L•••••, a Swiss soccer clubDirect investmentsFactm•••••••••.com
- Jan 1, 2021Direct investmentM••••••• O••••• invested in F• L•••••Direct investmentsFactm•••••••••.com
- Jan 1, 2019Direct investmentJ•• M••••••• acquires C•••••• F••• F•Direct investmentsFactm•••••••••.com
- Jan 1, 2019Direct investmentM••••••• O••••• invested in C•••••• F••• F•Direct investmentsFactm•••••••••.com
- Jan 1, 2017Succession eventJ•• M••••••• steps back to executive chairman of Morningstarp•••••Factm•••••••••.com
Sources and evidence30show
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. 30 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (A•• G•••• (Head of Real Estate); T•• F•••• (Managing Director of Real Estate); S•••••• M••••••••• (Vice President of Construction))
+10 v••••••• b••••••• e••••• (1)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+20 i••••••••• s•••••• (2 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+15 d••••• i••••••••• o• r•••••
+0 r••• (213)
Mandate confidence
+70 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+70 c••••••••• (FAMILY_INVESTMENT_COMPANY (M••••••• O•••••'s own site describes it as a C••••••-based investment firm making wholly owned and minority i•••••••••, led as CEO by J•• M••••••• himself; M••••••• Ventures, by contrast, is described by Wikipedia only as the company through which M••••••• owns the Inc. and Fast Company magazines, an operating media business rather than an investing entity.))
Real estate propensity
+50 r••• e••••• i•••••••••
+25 r••• e••••• p••••••••• o• s••••
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (M••••••• family (J•• M•••••••) family)
+20 f••••• p•••••••• o• s••••
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
+70 o••••••• d••••• i••••••••• (22 on the record)
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | Media, sports, Morningstar equity, private i•••••••••, real estate, and a philanthropic foundation “T•• W•••••• B•••••••” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com | Inference |
| Description | M••••••• O••••• is an investment firm based in C••••••. Through wholly owned and minority i•••••••••, we partner with firms that share our commitment to thoughtful innovation and lasting growth. | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Description | M••••••• O••••• is an investment firm based in C••••••. Through wholly owned and minority i•••••••••, we partner with firms that share our commitment to thoughtful innovation and lasting growth. | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Description | M••••••• O••••• is an investment firm based in C••••••. Through wholly owned and minority i•••••••••, we partner with firms that share our commitment to thoughtful innovation and lasting growth. | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Description | Investments with positive impact; partners with firms sharing a commitment to thoughtful innovation and lasting growth “Investments with positive impact.” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com | Fact |
| Description | M••••••• O••••• is an investment firm based in C••••••. Through wholly owned and minority i•••••••••, we partner with firms that share our commitment to thoughtful innovation and lasting growth. | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Family involvement | J•• M••••••• serves as CEO of M••••••• O••••• “J•• M••••••• is CEO of M••••••• O••••• and the founder and executive chairman of the investment research firm Morningstar.” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com | Fact |
| Family served | M••••••• family (J•• M•••••••) family “M••••••• O••••• is an investment firm based in C••••••. Through wholly owned and minority i•••••••••, we partner with firms that share our commitment to thoughtful innovation and lasting growth.” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com | Fact |
| Headquarters | 400 N Michigan Ave, Suite 350, C••••••, IL 60611 (t•• W•••••• B•••••••) “400 N Michigan Ave. suite 350” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com | Fact |
| Liquidity event | J•• M••••••• became executive chairman of Morningstar (stepping back from CEO) in 2017 “M••••••• became executive chairman of the company in 2017.” | Jan 1, 2017 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com | Fact |
| Office type (stated) | family_investment_company “M••••••• O••••• is an investment firm based in C••••••. Through wholly owned and minority i•••••••••, we partner with firms that share our commitment to thoughtful innovation and lasting growth.” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com | Fact |
| Philanthropy program | Family foundation supports education, health, and creative institutions in C•••••• “Our philanthropic activities support the work of educational, health, and creative institutions to elevate the quality of our communities, improve lives, and make the world a better place.” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com | Fact |
| Real estate strategy | Invests in commercial, multi-family, and hotel properties chosen for architectural significance and lasting value “commercial, multi-family, and hotel properties” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com | Fact |
| Sectors | Private-i••••••••• book spans healthtech, biotech, consumer, and B2B software “provides predictive artificial intelligence to identify hospital patients needing critical care and gives clinicians fast access to guidelines, protocols, and reference information.” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com | Inference |
| Sectors | Media investing philosophy: journalism as a business, across print, digital, events and information networks “We believe great journalism is great business. We invest in leading properties that have deep expertise and inspire new thinking across multiple forms of media: print, digital, events, and information” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com | Fact |
| Site mentions | real_estate | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Site mentions | real_estate | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Site mentions | real_estate | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Site mentions | real_estate | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Team size total | At least 5 named investment/operating professionals across CEO, real estate and finance functions “T•• F•••• is Managing Director of Real Estate at M••••••• O•••••.” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com | Fact |
| Source of wealth | Morningstar, the investment research firm J•• M••••••• founded in 1984 “J•• M••••••• founded the investment research firm Morningstar in his C•••••• apartment in 1984 with a simple idea: to bring institutional-quality information to individuals to help them make better i•” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com | Fact |
| Website | m•••••••••.com “office w•••••• m•••••••••.com” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website title | M••••••• O••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website title | M••••••• O••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website title | M••••••• O••••• | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website title | M••••••• O••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |