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G•••••• S•• V•••••••
Single family office (confirmed), based in Knoxville, TN, with 52 direct investments on record.
Composed from this office's classification, location and record.
- Direct investments
- 52
- Decision makers
- 1 of 46
- Last deployment
- May 2026
What matters now
- 2direct deals, 12 months
Latest direct deals: T••••• (point-of-sale / mobile ordering, led, May 2026), C••••• (R&D intelligence software, Jan 2026) and C••••••••• (specialty insurance, Jan 2025).
What it bought last is the best guide to what it will buy next, and to the check it writes.
Factannounced deals, press and filingsFor Founders and sponsors raising equityAll direct i••••••••• → - +1new vehicle, 12 months
1 vehicle linked to it by a shared principal appeared on Form D on 20 Apr 2026 (M•••••••• G•••••••• I•••).
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.
InferenceSEC Form D and Form ADV; Form D vehicles linked by a shared principalFor Sponsors seeking co-investors, fund managersIts funds and vehicles →
Readings, classification basis and verificationidentity confidence 70% · 129 observations · 4 sourcesShowHide
Why this class: GSV's own portfolio-company press materials describe it as an entrepreneurial family office investing its own capital; R••• C••••• (co-founder, whose M••••••• B•••••/Community B••••• exits funded the firm) is CEO, but no independent page ties a family surname to the office beyond a blocked vendor listing..
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
- “••• Locked”g•••••••••.com
- “••• Locked”g•••••••••.com
- Classification
- Single family office (confirmed)
- Description
- ••• Locked
- Headquarters
- Knoxville, TN
- Office address
- unknown
- Business phone
- unknown
- Website
- g•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
- Sep 15, 2026Single family office (confirmed) 70%GSV's own portfolio-company press materials describe it as an entrepreneurial family office investing its own capital; R••• C••••• (co-founder, whose M••••••• B•••••/Community B••••• exits funded the firm) is CEO, but no independent page ties a family surname to the office beyond a blocked vendor listing.Factverifiedcoreforcetech.com“••• Locked”
- Sep 14, 2026Single family office (probable) 70%a press release by PropertyTek c/o GSV describes it as a single family office (cited)Fact
Family and wealth originshow
- Family served
- unknown
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team46 people, 1 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J•• P••••••••• | withheld-1 | direct i••••••••• · investment decisions | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| M•• C•••••• | withheld-2 | direct i••••••••• · investment decisions | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| M••• S••••••• | withheld-3 | direct i••••••••• · investment decisions | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| L••• S••••••• | withheld-5, General Counsel | Leadership · investment decisions | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| C•••• W••• | withheld-7 | Operations and finance · investment decisions | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
Full team · 46 peopleShow fewerdecision makers first
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| M•••••• C•••• | withheld-9 | Operations and finance · investment decisions | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| K•••••• A•• | withheld-10 | Other · investment decisions | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| J••• R•••••• | withheld-8 | Operations and finance · investment decisions | none on record | g•••••••••.com Fact |
| B••• N•• | Managing Partner & Co-Founder | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| B••• N•• | withheld-4 | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| B•••• S•••••••• | Vice President, Marketing | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| C••••• G•••• | Principal & Operating Partner | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| C•••• W••• | Director of M&A Analysis | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| D•••• J•••• | Manager, Financial Planning & Analysis | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| E•••• P••• | Vice President, Product & T••••••••• | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| J•••• B••••• | Vice President, IT Security and Compliance | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| J•••• S••••• | IT Manager | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| J•••• V••••• | J•••• V••••• i• a• O•••••••• E•••••••• a• G•• a•• c•••••••• s••••• a• t•• C•• o• S•••••• M••• a• G•• p•••••••• c••••••• | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| J•• P••••••••• | Managing Director & Operating Partner | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| K•• C•••• | Vice President of Finance, Controller | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| K•••••• H••••• | Vice President, Finance & Accounting | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| K••••• J•••• | CEO & Co-Founder | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| K•••••• A•• | Senior Vice President | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| L••• S••••••• | Managing Director & General Counsel | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| M•• C•••••• | Managing Director & Operating Partner | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| M•••••• C•••• | Managing Director | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| M•••••• D•••• | Operating Partner | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| R••• C••••• | CEO | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| R••• C••••• | Managing Partner & Co-Founder | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| R••• C••••• family | withheld-6 | Leadership | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| M••• S••••••• | Chief Financial Officer | Operations and finance | email: ••• Locked (verified by provider, Sep 15, 2026) | g•••••••••.com Fact |
| L•••• R•••••• | Vice President, T•••••••••, IT & Payments | Leadership | none on record | g•••••••••.com Fact |
| L•••• C••••• | Principal | Leadership | none on record | g•••••••••.com Fact |
| M••• W•••• | Senior Vice President, PR & Communications | Leadership | none on record | g•••••••••.com Fact |
| C•••• H•••••••• | Operating Partner & Business Analyst | Operations and finance | none on record | g•••••••••.com Fact |
| J••• R•••••• | Chief Compliance Officer | Operations and finance | none on record | g•••••••••.com Fact |
| T•• M••••• | Executive Administrator | Operations and finance | none on record | g•••••••••.com Fact |
| B•• C••••• | Associate | Other | none on record | g•••••••••.com Fact |
| B••• L••• | Senior Associate | Other | none on record | g•••••••••.com Fact |
| D••••• K•• | Associate | Other | none on record | g•••••••••.com Fact |
| J•••••• C••••• | Senior Associate | Other | none on record | g•••••••••.com Fact |
| L•••• C••••• family | withheld-11 | Other | none on record | g•••••••••.com Fact |
| M•••••• T•••••• | Operating Executive | Other | none on record | g•••••••••.com Fact |
| R••••• C•••• | Associate | Other | none on record | g•••••••••.com Fact |
| W••• O••••••••• | withheld-12 | Other | none on record | g•••••••••.com Fact |
| W••• O••••••••• | Operating Executive | Other | none on record | g•••••••••.com Fact |
Signals and timeline41show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 41 events. 13F position changes are under Public stakes and holdings.
- Apr 20, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
- Oct 9, 2025Office discovered••• LockedDiscoveryFactglobenewswire.com
- Sep 15, 2026Classification changed••• Lockedc•••••••••Factcoreforcetech.com
- May 7, 2026Direct investment••• LockedDirect investmentsFactg•••••••••.com
- May 7, 2026Direct investment••• LockedDirect investmentsFactg•••••••••.com
Full timeline · 41 eventsShow fewer
- Jan 1, 2026Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Oct 14, 2025New manager relationship••• LockedFund relationshipsFactg•••••••••.com
- Jan 1, 2025Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2025Portfolio exit••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2025Portfolio exit••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2025Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2025Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2025Portfolio exit••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2025Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2025Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2024Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2024Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Nov 13, 2023Direct investment••• LockedDirect investmentsFactweatherfordcapital.com
- Jan 1, 2023Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2023Portfolio exit••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2022Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2021Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2021Portfolio exit••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2021Portfolio exit••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2021Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2021Portfolio exit••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2021Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2021Portfolio exit••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2021Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2020Portfolio exit••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2020Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2020Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2020Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2019Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2019Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2018Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2017Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2017Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2017Direct investment••• LockedDirect investmentsFactg•••••••••.com
- Jan 1, 2016Office formed••• LockedOrganisationFactg•••••••••.com
- Jan 1, 2012Direct investment••• LockedDirect investmentsFactg•••••••••.com
Investment mandateshow
••• Locked
- Sectors
- ••• Locked Inference g•••••••••.com“••• Locked”
- Asset classes
- ••• Locked Fact g•••••••••.com“••• Locked”
- Geography mandate
- ••• Locked Fact g•••••••••.com“••• Locked”
- States
- none Fact
- Control
- unknown (50), majority (2) Fact
- Sectors
- petcare SaaS (1), point-of-sale / mobile ordering (1), payments (1), clinician practice management SaaS (1), rehabilitation practice management SaaS (1), membership management SaaS (1), real estate software (1) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- private equity (25) Fact
- Direct vs fund
- Fund: 0 · Direct: 52 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 52 Fact
- Investment kinds
- portfolio listing (27), direct investment (23), majority direct investment (1), founding investment / buy-and-build (1) Fact
- First and last deal
- Last: 2026-05-07 · First: 2012-01-01 Fact
- Lead vs participant
- unknown (50), lead (2) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
- Direct investment team
- 3 Inferencenamed professionals with this responsibility
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- Primary focus is growth equity/buyouts in software; also maintains a dedicated real estate team, with public equities and philanthropy described as forthcoming
- Sectors
- Vertical SaaS spanning healthcare practice management, public safety/government, property management, payments, and recreation
- Geography
- Targets founder-led, vertical software and tech-enabled services businesses in the lower-middle market
- Check size
- unknown
Direct investments41 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| May 7, 2026 | T••••• | Majority direct investment | point-of-sale / mobile ordering | lead · majority | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2026 | C••••• | Direct investment | R&D intelligence software | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2025 | C••••••••• | Direct investment | specialty insurance | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2025 | M•••••• | Direct investment | sports & entertainment POS | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2025 | J••• I• | Direct investment | membership management SaaS | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2025 | H•••••••• | Direct investment | rehabilitation practice management SaaS | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2025 | 4• E•• | Direct investment | dermatology/medspa EMR | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2024 | W••••••• | Direct investment | clinician practice management SaaS | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2024 | S•••••• | Direct investment | marina management software | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2023 exit Jan 1, 2025 | O••••••••• | Direct investment | integrative health SaaS | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
All 41 investmentsShow fewermost recent first
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Jan 1, 2022 | T•••••••• | Direct investment | HR tech | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2021 | M••••••• | Direct investment | behavioral health/addiction treatment SaaS | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2021 | O•• P••••••• S•••• | Direct investment | mental health SaaS | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2021 exit Jan 1, 2023 | P••••••• | Direct investment | petcare SaaS | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2020 exit Jan 1, 2025 | P••••••••• | Direct investment | professional services software | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2020 | S••• | Direct investment | payments | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2019 exit Jan 1, 2025 | T•••••• T••••••••• | Direct investment | transportation tech | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2019 | V•••• | Direct investment | automotive software/payments | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2018 exit Jan 1, 2020 | T•••••• T••••••••• | Direct investment | funeral tech | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2017 exit Jan 1, 2021 | E••••• H••••• | Direct investment | behavioral health SaaS | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2017 exit Jan 1, 2021 | C•••••• | Direct investment | govtech | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2017 exit Jan 1, 2021 | M•••••••• S••••••• | Direct investment | nonprofit SaaS | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Jan 1, 2012 exit Jan 1, 2021 | M••••••• B••••• | Founding investment / buy-and-build | faith-based SaaS | lead · majority | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | W••••••• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | V•••• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | T•••••• T••••••••• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | T•••••••• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | S••• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | P••••••••• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | O•• P••••••• S•••• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | O••••••••• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | M•••••• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | M•••••••• S••••••• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | M••••••• B••••• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | L•••••• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | J••• I• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | I•••••• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | H•••••••• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | E••••• H••••• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | C••••• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
| Date not disclosed | 4• E•• | Portfolio listing | unknown | unknown | unknown | none named | g•••••••••.com Fact “••• Locked” |
Fund and manager relationshipsshow
Public stakes and holdingsshow
Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entities2show
Sources and evidence129show
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. 129 shown.
Score components
View all 129 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Fact |
| Asset classes | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Fact |
| Aum stated | ••• Locked “••• Locked” | Sep 1, 2025 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Fact |
| Co invest behavior | ••• Locked “••• Locked” | Nov 13, 2023 | DFX analyst research (General-assisted, every claim URL-cited) weatherfordcapital.com | Fact |
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Description | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Description | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Family involvement | ••• Locked “Operating Partner & Business Analyst” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Inference |
| Family involvement | ••• Locked “Operating Partner & Business Analyst” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Inference |
| Formation year | 2016 “••• Locked” | Jan 1, 2016 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Fact |
| Geographic mandate | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Fact |
| Geographic mandate | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Fact |
| Headquarters | Knoxville, TN “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Fact |
| Headquarters | Knoxville, TN “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Fact |
| Investment thesis (stated) | ••• Locked | Sep 21, 2026 | The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) g•••••••••.com | Fact |
| Office type (stated) | Single family office “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) coreforcetech.com | Fact |
| Office type (stated) | Single family office | Oct 9, 2025 | GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Fact |
| Portfolio listed | C••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | 4• E•• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | C•••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | C•••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | C••••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | E••••• H••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | H•••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | I•••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | J••• I• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | L•••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | M••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | M••••••• B••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | M•••••••• S••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | M•••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | O••••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | O•• P••••••• S•••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | P••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | P••••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | P••••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | P••••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | S•••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | S••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | T•••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | T•••••• T••••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | T•••••• T••••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | V•••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | W••••••• | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | M••••••• B••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | P••••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | T•••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | P••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | S•••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | T•••••• T••••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | M••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | C••••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | J••• I• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | M•••••••• S••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | S••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | I•••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | O••••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | M•••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | W••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | C••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | T•••••• T••••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | O•• P••••••• S•••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | P••••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | V•••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | L•••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | E••••• H••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | C•••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | 4• E•• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | C•••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | H•••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | P••••••••• | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | 4• E•• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | C•••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | C•••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | C••••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | C••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | E••••• H••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | H•••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | I•••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | J••• I• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | L•••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | M••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | M••••••• B••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | M•••••••• S••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | M•••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | O••••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | O•• P••••••• S•••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | P••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | P••••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | P••••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | P••••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | S•••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | S••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | T•••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | T•••••• T••••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | T•••••• T••••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | V•••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio listed | W••••••• | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Portfolio page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Sectors | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Inference |
| Sectors | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Inference |
| Site mentions | Private equity, real estate | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Site mentions | Private equity, real estate | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Site mentions | Private equity, real estate | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Site mentions | Private equity, real estate | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Team size investment | ••• Locked “Director of M&A Analysis” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Inference |
| Team size investment | ••• Locked “Director of M&A Analysis” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Inference |
| Source of wealth | ••• Locked “••• Locked” | Jan 1, 2016 | DFX analyst research (General-assisted, every claim URL-cited) g•••••••••.com | Fact |
| Website | ••• Locked | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) g•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Website title | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Website title | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) g•••••••••.com | Fact |
Not yet on record: capital scale.