The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

O••••••••• F••••••• L••

Family investment company· Minneapolis, MN

Family investment company, based in Minneapolis, MN.

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

Decision makers
1 of 5
The office's site, Form ADV Schedule A and filings
Contact decision makersFind similar offices
1 export, up to 6 contact reveals
More
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: 15 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 85% · 10 observations · 3 sourcesShow
Family investment companyVerified Sep 16, 2026 (7 days ago)5 people · 0 investments · 0 public positions · 3 events

Why this class: A 2019 GWG Holdings Schedule 14f-1 filing, independent of our 2015 proxy source, repeats the identical d••••••••• that O••••••••• F••••••• L•• is a family investment company specializing in structured finance, naming J•• R• S•••• as CEO (and S••••• F. S•••• as Managing Director) since 1999/1998..

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 41% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Family investment company
Description
••• Locked
Headquarters
Minneapolis, MN
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 15, 2026Family investment company 85%A 2019 GWG Holdings Schedule 14f-1 filing, independent of our 2015 proxy source, repeats the identical d••••••••• that O••••••••• F••••••• L•• is a family investment company specializing in structured finance, naming J•• R• S•••• as CEO (and S••••• F. S•••• as Managing Director) since 1999/1998.Factverifiedsec.gov“••• Locked”
  • 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
show
Family served
S•••• family
Source of wealth
••• Locked
Operating company origin
unknown
Team
5 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
J•••• F• S•••• familyFamily principalFamily principal · investment decisionsnone on record
J•• R• S•••• familyC•••• E•••••••• O••••••• G•• H•••••••• a•••••••• p••••••••• O••••••••• F••••••• L••Family principal · investment decisionsnone on record
sec.gov Fact
R••••• W• S•••• familyFamily principalFamily principal · investment decisionsnone on record
S••••• S•••• familyC•••• O•••••••• O••••••• G•• H•••••••• a•••••••• p••••••••• O••••••••• F••••••• L••Family principal · investment decisionsnone on record
sec.gov Fact
J•• R• S••••Chief Executive OfficerLeadershipnone on record
sec.gov Fact
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.

  • Jun 12, 2015Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 15, 2026Classification changed••• Lockedc•••••••••Factsec.gov
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
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
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
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
The office's own managers
  • S•• F••••••• L•• · office Fact “••• Locked” mnb.uscourts.gov
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
1show
Sources and evidence
10show

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. 10 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (J•• R• S•••• (Chief Executive Officer))
Data confidence
+10 d•••••••••
+10 p•••••
+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••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1128)
Mandate confidence
no components; scored 0
Identity confidence
+85 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•••• (S•••• family)
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 10 observations
FactValueEffectiveSourceClass
Description••• Locked
“••• Locked”
Jan 1, 2007DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Edgar fts discoveryfamily investment companyJun 12, 2015SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family involvement••• Locked
“••• Locked”
Dec 1, 2016DFX analyst research (General-assisted, every claim URL-cited) mnb.uscourts.govFact
Family servedS•••• family
“••• Locked”
n/aDFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Legal entity••• Locked
“••• Locked”
Dec 1, 2016DFX analyst research (General-assisted, every claim URL-cited) mnb.uscourts.govFact
Office type (stated)Family investment company
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Office type (stated)Family investment companyJun 12, 2015SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Source of wealth••• Locked
“••• Locked”
Dec 31, 2013DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Website searchNot foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference

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