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A•••• A•••• M••••••••• I••

Family investment company

Family investment company.

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

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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: 14 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 80% · 38 observations · 5 sourcesShow
Family investment companyVerified Sep 16, 2026 (8 days ago)3 people · 0 investments · 0 public positions · 3 events

Why this class: the office describes itself as a family investment company (cited).

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 47% (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
How the office says it invests
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
Classification
Family investment company
Description
••• Locked
Headquarters
••• Locked
Office address
unknown
Business phone
unknown
Website
a•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. No public number of any kind.
Classification history
  • Sep 14, 2026Family investment company 80%the office describes itself as a family investment company (cited)Fact
  • 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
A•••• family
Source of wealth
••• Locked
Operating company origin
unknown
Team
3 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
J•• A•••• familyExecutive Vice PresidentLeadership
email: ••• Locked (verified by provider, Sep 16, 2026)
phone: ••• Locked (published by the subject)
S••••• S••••••General CounselOperations and finance
phone: ••• Locked (published by the subject)
K••• M•••••••Director of AccountingOperations and financenone on record
1 former person
J•••• W• A••••, Chairman/President, until Sep 16, 2026
Office contact points
W••••••: ••• Locked (published by the subject) a•••••••••.com
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.

  • Apr 17, 2018Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
Investment mandate
show

••• Locked

Stated (their words, cited)
Asset classes
••• Locked Fact a•••••••••.com
“••• Locked”
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
Direct investments span health care, banking, insurance, technology, auto dealerships, manufacturing and wealth advisory services, plus private equity and public securities
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
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
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
show
Sources and evidence
38show

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. 38 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (J•• A•••• (Executive Vice President))
+10 v••••••• b••••••• e••••• (1)
+20 v••••••• b••••••• p••••• (2)
Data confidence
+10 w••••••
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+0 r••• (1454)
Mandate confidence
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+80 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•••• (A•••• family)
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 38 observations
FactValueEffectiveSourceClass
Asset allocation stated••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) a•••••••••.comFact
Asset classes••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) a•••••••••.comFact
Decision rights••• Locked
“••• Locked”
Jan 1, 2021DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Description••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Description••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Description••• Locked
“••• Locked”
Jan 1, 2021DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Edgar fts discoveryfamily officeApr 17, 2018SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family generation••• Locked
“••• Locked”
Jan 1, 2025DFX analyst research (General-assisted, every claim URL-cited) ayersfoundationtrust.orgFact
Family involvement••• Locked
“••• Locked”
Jan 1, 2021DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Family servedA•••• familyApr 17, 2018SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family wealth estimate••• Locked
“••• Locked”
Apr 1, 2025DFX analyst research (General-assisted, every claim URL-cited) news.vumc.orgFact
Family wealth estimate••• Locked
“J•••• W• A•••• 13,622,133 28.8 %”
Jan 1, 2021DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Headquarters••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) a•••••••••.comFact
Investment thesis (stated)••• LockedSep 21, 2026The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) a•••••••••.comFact
Office type (stated)Family investment companySep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Office type (stated)Family investment companySep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Office type (stated)Family investment companySep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Office type (stated)Family investment companySep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Office type (stated)Single family officeApr 17, 2018SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Philanthropy program••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) ayersfoundationtrust.orgFact
Philanthropy program••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) ayersfoundationtrust.orgFact
Site mentionsPrivate equitySep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Site mentionsPrivate equitySep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Site mentionsPrivate equitySep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Site mentionsPrivate equitySep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Source of wealth••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) news.vumc.orgFact
Source of wealth••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) news.vumc.orgFact
Website••• LockedSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) a•••••••••.comInference
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.comFact

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