DFX Intelligence
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B•••••• V•••••••
Single family office (probable)Top 500· Houston, TX
Single family office (probable), based in Houston, TX, with 3 direct investments on record.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Direct investments
- 3
- Decision makers
- 1 of 6
- Last deployment
- Oct 2020
Deal announcements, Form D and filings
The office's site, Form ADV Schedule A and filings
The latest dated investment or commitment on record
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
- Sponsors backed 2
Readings, classification basis and verificationidentity confidence 70% · 21 observations · 3 sourcesShowHide
Single family office (probable)Verified Sep 21, 2026 (2 days ago)6 people · 3 investments · 0 public positions · 4 events
Why this class: a filing by a third party describes it as a single family office (cited).
Direct investing
45
elevated
Sponsor-friendly
60
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, real estate, co-investment.
Profile completeness 50% (high value, high value deep; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
- Classification
- Single family office (probable)
- Description
- ••• Locked
- Headquarters
- Houston, 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
- J••••••• family
- Source of wealth
- ••• Locked
- Operating company origin
- R••• O•••••••, a direct-to-consumer cooler and drinkware brand, was co-founded by brothers Jim and John J•••••••.
Team6 people, 1 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J•• J••••••• | Founder and CEO | Leadership · investment decisions | none on record | sec.gov Fact |
| J•• M• J••••••• family | Founder, Chief Executive Officer | Leadership · investment decisions | none on record | momentumlabs.vc Fact |
| H•••• H••••• | Chief Operating Officer | Operations and finance · investment decisions | none on record | momentumlabs.vc Fact |
| J••• A• K•••••• | EVP, Chief Financial Officer | Operations and finance · investment decisions | none on record | momentumlabs.vc Fact |
| O•••• T•••• | Advisor | Other · investment decisions | none on record | momentumlabs.vc Fact |
Full team · 6 peopleShow fewerdecision makers first
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J•• J••••••• | Founder | Leadership | none on record | momentumlabs.vc Fact |
Signals and timeline4show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.
- Jul 12, 2021Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Oct 1, 2020Direct investment••• LockedDirect investmentsFactmomentumlabs.vc
- Sep 2, 2020Portfolio exit••• LockedDirect investmentsFactmomentumlabs.vc
Investment mandateshow
••• Locked
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
- States
- none Fact
- Control
- unknown (3) Fact
- Sectors
- consumer products / DTC coolers (1), tax advisory (1), ecommerce-as-a-service (1) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- none Fact
- Direct vs fund
- Fund: 0 · Direct: 3 · Real estate: 0 Fact
- Sponsors backed
- W••• P•••• P••••••• (1) Fact
- Investment count
- 3 Fact
- Investment kinds
- co-founded operating company, exited (2), co-founded venture-studio build (1) Fact
- First and last deal
- Last: 2020-10-01 · First: 2020-10-01 Fact
- Lead vs participant
- unknown (2), lead (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
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments3 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Oct 1, 2020 | C••••••• | Co-founded venture-studio build | ecommerce-as-a-service | lead | unknown | none named | momentumlabs.vc Fact “••• Locked” |
| Date not disclosed | A••••••••• | Co-founded operating company, exited | tax advisory | unknown | unknown | none named | momentumlabs.vc Fact “••• Locked” |
| Date not disclosed exit Sep 2, 2020 | R••• O••••••• | Co-founded operating company, exited | consumer products / DTC coolers | unknown | unknown | W••• P•••• P••••••• (sponsor) | momentumlabs.vc 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-investors1show
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| W••• P•••• P••••••• | independent sponsor (sponsor) | 1 | undated (historical) | R••• O••••••• | momentumlabs.vc |
Independent sponsor relationships2show
- W••• P•••• P••••••• Backed · n/a Fact momentumlabs.vc
- W••• P•••• P••••••• Backed · n/a Fact momentumlabs.vc
Related entitiesshow
Sources and evidence21show
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. 21 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
Data confidence
+10 d•••••••••
+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••••••
+9 d••••• i••••••••• o• r•••••
+10 i••••••••• s•••••• r•••••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (112)
Mandate confidence
+30 m•••••• s•••••••• b• o••••••• i•••••••••
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•••• (J••••••• 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
+45 o••••••• d••••• i••••••••• (3 on the record)
Independent sponsor propensity
+60 s•••••• r••••••••• o• t•• r••••• (W••• P•••• P•••••••; W••• P•••• P•••••••)
View all 21 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Description | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | ••• Locked “••• Locked” | Sep 19, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Edgar fts discovery | family office | Jul 12, 2021 | 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 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family involvement | ••• Locked “••• Locked” | Sep 19, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family served | J••••••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Liquidity event | ••• Locked “••• Locked” | Sep 2, 2020 | DFX analyst research (General-assisted, every claim URL-cited) wppartners.com | Fact |
| Office type (stated) | Single family office | Jul 12, 2021 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Operating company origin | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Operating company origin | ••• Locked “••• Locked” | Sep 19, 2026 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Operating company origin | ••• Locked “••• Locked” | Oct 1, 2020 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) momentumlabs.vc | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 19, 2026 | DFX analyst research (General-assisted, every claim URL-cited) momentumlabs.vc | Fact |
| Stage preference | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) momentumlabs.vc | Fact |
| Stage preference | ••• Locked “••• Locked” | Sep 19, 2026 | DFX analyst research (General-assisted, every claim URL-cited) momentumlabs.vc | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 19, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Website search | Not found | Sep 21, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | Not found | Sep 19, 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.