DFX Intelligence
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M••••• L••
Single family office (confirmed)· Stuart, FL
Single family office (confirmed), based in Stuart, FL.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Decision makers
- 1 of 3
- 13F holdings
- $128M
- Last deployment
- Jul 2026
The office's site, Form ADV Schedule A and filings
Form 13F
The latest dated investment or commitment on record
As of · the latest observation of this office; filed figures carry their own filing dates
What matters now
- +1new vehicle, 12 months
1 vehicle filed a Form D on 24 Jun 2026 (H•••••• F••••• L•• W•••••• W• X••).
A new vehicle is capital being raised or parked for a specific purpose: a co-investment vehicle means a deal the office is in that no announcement names yet.
FactSEC Form ADV, Schedule DFor Sponsors seeking co-investors, fund managersIts funds and vehicles →
Readings, classification basis and verificationidentity confidence 85% · 28 observations · 3 sourcesShowHide
Single family office (confirmed)Verified Sep 16, 2026 (7 days ago)3 people · 0 investments · 12 public positions · 3 events
Why this class: A separate SEC exhibit filing for the same S••••• R•••••• L••. proxy contest, independent of our_source_url's GlobeNewswire release, repeats verbatim that 'M••••• is a single-family office managing the collective assets of the descendants of Lloyd I. M••••• Jr.'.
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.
Profile completeness 53% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
- Classification
- Single family office (confirmed)
- Description
- unknown
- Headquarters
- Stuart, FL
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $128M. These are different facts and are never added together.
- Form 13F
- $128M across 13 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 15, 2026Single family office (confirmed) 85%A separate SEC exhibit filing for the same S••••• R•••••• L••. proxy contest, independent of our_source_url's GlobeNewswire release, repeats verbatim that 'M••••• is a single-family office managing the collective assets of the descendants of Lloyd I. M••••• Jr.'Factverifiedsec.gov“••• Locked”
- Sep 14, 2026Single family office (confirmed) 85%its own press release describes it as a single family office (cited)Fact
Family and wealth originshow
- Family served
- M••••• family
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team3 people, 1 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| S••••• W•••••• | Executive and Portfolio Manager | Direct investments · investment decisions | none on record | sec.gov Fact |
| D•••• C•••••• | Chief Financial Officer | Operations and finance · investment decisions | none on record | navfundservices.com Fact |
| A•••••• L•••• | Vice President | Leadership | phone: ••• Locked (published by the subject, Jul 22, 2026) | sec.gov Fact |
Office contact points
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.
- Jun 24, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
- Dec 29, 2025Office discovered••• LockedDiscoveryFactglobenewswire.com
Investment mandateshow
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 investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Investment vehicles (SEC Form D)
- H•••••• F••••• L•• T•• A•••• S••••• · shared principal · Sep 21, 2026 · via A•••••• L•••• Inference sec.gov
- H•••••• F••••• L•• W•••••• W• X•• · shared principal · Jul 8, 2026 · via A•••••• L•••• Inference sec.gov
- H•••••• F••••• L•• W•••••• W• X•• · Executive Officer/Promoter · Jul 8, 2026 Inference sec.gov
- D••• M•••••• L• · shared principal · Apr 24, 2026 · via S••••• W•••••• Inference sec.gov
- D••• M•••••• L• · Executive Officer/Promoter · Apr 24, 2026 Inference sec.gov
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings12 positionsshow
Form 13F holdings
Top 12 positions of 13 for the quarter ended Jun 30, 2026; $128M shown of $128M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| N•••••• I•• | COMMON STOCK | $58.3M | 3,267,920 | 45.5% |
| P••• C••• | COM | $27.6M | 1,642,941 | 21.6% |
| O•••••• C••••••••• I•• | CL A | $23.1M | 15,920,494 | 18.0% |
| S••••• R•••••• L•• | COM SHS | $12.2M | 1,985,952 | 9.5% |
| P••• C••• Call | CALL | $2.0M | 13,500 | 1.6% |
| A••• M••••••••• C••••••••• | CL A COM STK | $1.7M | 15,000 | 1.3% |
| S••••••• L•• | COM | $1.5M | 40,000 | 1.2% |
| A••••• G••••• M••• I•• | COM | $887,325 | 7,500 | 0.7% |
| E••••• R••••••• I•• | COM | $676,500 | 75,000 | 0.5% |
| V••••• I•• | COM | $269,430 | 3,000 | 0.2% |
All 12 positionsShow fewerlargest value first
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| I•••••• E••••••• T••••• F• T• | S••••• EQL WGT | $21,277 | 100 | 0.0% |
| B••••••••• S••• F••• R•• 2•• | COM | $26 | 2 | 0.0% |
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 entities6show
Sources and evidence28show
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. 28 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (S••••• W•••••• (Executive and Portfolio Manager))
Data confidence
+10 p•••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 i••••••••• s•••••• (2 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+4 F••• D• v••••••• l•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (675)
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•••• (M••••• family)
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (267 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
View all 28 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset allocation stated | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) navfundservices.com | Fact |
| Asset allocation stated | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) navfundservices.com | Fact |
| Board participation | ••• Locked “••• Locked” | Dec 27, 2025 | DFX analyst research (General-assisted, every claim URL-cited) finance.yahoo.com | Fact |
| Decision rights | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) navfundservices.com | Fact |
| Decision rights | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) navfundservices.com | Fact |
| Decision rights | ••• Locked “••• Locked” | Jan 1, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family involvement | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) navfundservices.com | Fact |
| Family involvement | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) navfundservices.com | Fact |
| Family served | M••••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Filing address | ••• Locked | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-06-30 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 13 | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $128M | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Formation year | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) navfundservices.com | Fact |
| Formation year | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) navfundservices.com | Fact |
| Headquarters | Stuart, FL | Jun 30, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Office type (stated) | Single family office “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Office type (stated) | Single family office | Dec 29, 2025 | GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com | Fact |
| Office type (stated) | Single family office | Dec 26, 2025 | GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com | Fact |
| Sponsor behavior | ••• Locked “••• Locked” | Jan 12, 2026 | DFX analyst research (General-assisted, every claim URL-cited) finance.yahoo.com | Fact |
| Technology stack | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) navfundservices.com | Fact |
| Technology stack | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) navfundservices.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) navfundservices.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) navfundservices.com | Fact |
| 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: direct investments.