DFX Intelligence
Family office profile
E•• H•••••••• L•
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Dallas, TXSingle family office (probable)identity confidence 70%
Why this class: a filing by a third party describes it as a single family office (cited).
Verified Sep 16, 2026 (6 days ago)
Last observed Sep 20, 2026 · 23 observations · 3 sources
2 people · 1 investments · 0 public positions · 2 events
Direct investing
15
moderate
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, co-investment.
Overviewshow
Profile completeness 38% (medium value, medium; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Single family office (probable)
- Description
- unknown
- Headquarters
- Dallas, TX
- 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, 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
Family and wealth originshow
- Family served
- E••••• family
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team2 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| W•••••• P• E••••• family | Senior Partner and Principal, E•• H•••••••, L.P. | Leadership · investment decisions | none on record | sec.gov Fact |
| R••••• P• G•••••• | Managing Director, EFO Management, LLC | Private credit · investment decisions | none on record |
Investment mandateshow
••• Locked
Stated (their words, cited)
- Sectors
- IT, healthcare, hospitality, spirits, and real estate Fact eastsidedistilling.com“••• Locked”
- Invests directly
- ••• Locked Fact eastsidedistilling.com“••• Locked”
- Control preference
- ••• Locked Fact caselaw.findlaw.com“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- majority (1) Fact
- Sectors
- healthcare (1) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- private equity (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 1 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 1 Fact
- Investment kinds
- growth equity / control investment (1) Fact
- First and last deal
- Last: unknown · First: unknown Fact
- Lead vs participant
- lead (1) Fact
- Disclosed check sizes
- Max: $3.0M · Min: $3.0M · Count: 1 Fact••• Locked
Inferred (regulatory shape and team)
- Private credit team
- 1 Inferencenamed professionals with this responsibility
- Invests directly
- Originates, structures and executes direct debt and equity i•••••••••
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- IT, healthcare, hospitality, spirits, and real estate
- Geography
- unknown
- Check size
- unknown
Direct investments1 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| n/a | L••••••••• S••••• | Growth equity / control investment | healthcare | lead · majority | $3.0M | none named | caselaw.findlaw.com Fact “••• Locked” |
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
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Signals and timeline2show
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.
- Apr 22, 2024Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
Sources and evidence23show
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. 23 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
Data confidence
+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••• (767)
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
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (E••••• family)
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
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
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Control preference | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) caselaw.findlaw.com | Fact |
| Control preference | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) caselaw.findlaw.com | Fact |
| Edgar fts discovery | family office | Apr 22, 2024 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family involvement | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Family involvement | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Family served | E••••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) news.bellevue.edu | Fact |
| Formation year | 1994 “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) espingfamilyfoundation.org | Fact |
| Formation year | 1994 “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) espingfamilyfoundation.org | Fact |
| Headquarters | Dallas, TX “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Headquarters | Dallas, TX “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Invests directly | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) eastsidedistilling.com | Fact |
| Invests directly | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) eastsidedistilling.com | Fact |
| Legal entity | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) eastsidedistilling.com | Fact |
| Legal entity | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) eastsidedistilling.com | Fact |
| Office type (stated) | single_family_office | Apr 22, 2024 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Philanthropy program | ••• Locked “Designated as a 501(c)(3)” | Jan 1, 2024 | DFX analyst research (General-assisted, every claim URL-cited) projects.propublica.org | Fact |
| Sectors | IT, healthcare, hospitality, spirits, and real estate “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) eastsidedistilling.com | Fact |
| Sectors | IT, healthcare, hospitality, spirits, and real estate “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) eastsidedistilling.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) news.bellevue.edu | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) news.bellevue.edu | 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 |