Family office profile

H•••••• C••••••

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USSingle family office (probable)identity confidence 70%Top 500 by research priority

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 21, 2026 · 11 observations · 3 sources
3 people · 1 investments · 0 public positions · 3 events
Direct investing
15
moderate
Co-investment
90
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, sponsor-friendly, real estate.

Overview
show
Profile completeness 38% (high value, high value shallow; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Single family office (probable)
Description
••• Locked
Headquarters
unknown
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 origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
3 peopleshow
PersonTitleResponsibilityBusiness contactSource
V•••• M••• S•• L••••Founding and Managing Partner, H•••••• C••••••Family principal · investment decisionsnone on record
sec.gov Fact
M••• S•• •••••• L••••Founding and Managing PartnerLeadershipnone on record
sec.gov Fact
V•••• M••• S•• L••••Managing PartnerLeadership · investment decisionsnone on record
sec.gov Fact
Investment mandate
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••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
States
none Fact
Control
minority (1) Fact
Sectors
none Fact
Subsectors
none Fact
Co investors
SLW (1), W••• V••••••• (1), F••• R••••• G•••• (1) Fact
Asset classes
none Fact
Direct vs fund
Fund: 0 · Direct: 1 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
1 Fact
Investment kinds
round participation (1) Fact
First and last deal
Last: 2025-10-21 · First: 2025-10-21 Fact
Lead vs participant
participant (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 investments
1 dealsshow
DateCompanyKindSectorRoleAmountWithSource
Oct 21, 2025F•••••Round participationunknownparticipant · minorityunknown
round $51.0M
S•• (co investor), W••• V••••••• (co investor), F••• R••••• G•••• (co investor)
••• Locked
Fund and manager relationships
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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
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
3show
CounterpartyKindShared dealsFirst, lastExamplesSource
S••organisation1Oct 21, 2025F•••••prnewswire.com
W••• V•••••••organisation1Oct 21, 2025F•••••prnewswire.com
F••• R••••• G••••organisation1Oct 21, 2025F•••••prnewswire.com
  • F••• R••••• G•••• Oct 21, 2025 recurring (2) Fact prnewswire.com
  • W••• V••••••• Oct 21, 2025 recurring (2) Fact prnewswire.com
  • S•• Oct 21, 2025 recurring (2) Fact prnewswire.com
  • F••• R••••• G•••• Oct 21, 2025 recurring (2) Fact prnewswire.com
  • W••• V••••••• Oct 21, 2025 recurring (2) Fact prnewswire.com
  • S•• Oct 21, 2025 recurring (2) Fact prnewswire.com
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
show
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.

  • Mar 31, 2023Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
  • Jul 11, 2022Succession event••• Lockedp•••••Factsec.gov
Sources and evidence
11show

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. 11 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
Data confidence
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
+25 d•••• p•••••• i••••••••• i• l••• 2• m••••• (F••••• (2025-10-21))
+25 a• d•••• p•••••• i••••••••• i• l••• 1• m••••• (2025-10-21)
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+3 d••••• i••••••••• o• r•••••
+10 d••••••• i• l••• 2• m•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (228)
Mandate confidence
+10 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
+80 c••••••••• o• t•• r••••• (••• Locked)
+10 p••••••••• i• s••••••••• r•••••
Family identity confidence
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
+50 d•••• p•••••• i••••••••• i• 2• m•••••
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
FactValueEffectiveSourceClass
Description••• Locked
••• Locked
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Description••• Locked
••• Locked
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Edgar fts discoveryfamily officeMar 31, 2023SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family involvement••• Locked
••• Locked
Jul 11, 2022DFX analyst research (General-assisted, every claim URL-cited) sec.govInference
Formation year••• Locked
••• Locked
Jan 1, 2018DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Formation year••• Locked
••• Locked
Feb 1, 2017DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Office type (stated)single_family_officeMar 31, 2023SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Website searchnot_foundSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 19, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
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