DFX Intelligence

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L••••• K••••• M••• L••

Multi-family officeTop 500· Dallas, TX

Multi-family office, based in Dallas, TX.

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

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

Decision makers: 3 of 29
Regulatory AUM: $2.8B
Last deployment: Sep 2026

Contact decision makers Find similar offices

1 export, up to 30 contact reveals

Mandate

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

What matters now

+11
new vehicles, 12 months
1 vehicle filed a Form D on 4 Sep 2026 (B•••• S•••••• a• s••••• o• L••••• K••••• S•••••••• O••••••••• F•••• L••); 2 vehicles filed a Form D on 24 Jul 2026 (E•••••••• S•••••• a• s••••• o• L••••• K••••• S•••••••• O••••••••• F•••• L•• and T••••••••• S•••••• a• s••••• o• L••••• K••••• S•••••••• O••••••••• F•••• L••); 1 vehicle linked to it by a shared principal appeared on Form D on 30 Apr 2026 (L••••• K••••• V• A••••• F••• I• L•••); its 14 May 2026 Form ADV added L••••• K••••• S•••••••• O••••••••• F••• • M••••••••• S••••• ($29.9M), L••••• K••••• S•••••••• O••••••••• F••• • J•• M••••••• S••••• ($16.0M), L••••• K••••• S•••••••• O••••••••• F•••• L•• • H• I•• S••••• ($15.1M), L••••• K••••• S•••••••• O••••••••• F••• • D••••••••• S••••• ($9.3M), L••••• K••••• S•••••••• O••••••••• F••• • C••••• S••••• ($9.0M), L••••• K••••• S•••••••• O••••••••• F••• • P• G• V• S••••• ($3.9M) and L••••• K••••• S•••••••• O••••••••• F••• • L• S••••• ($3.9M) and stopped listing 1, the largest L••••• K••••• S•••••••• O••••••••• F••• • P••••••• S••••• ($7.0M at its last report).
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; F••• D• v••••••• l••••• by a shared principalFor Sponsors seeking co-investors, fund managersIts funds and vehicles →

Readings, classification basis and verificationidentity confidence 90% · 82 observations · 4 sourcesShow

Multi-family officeVerified Sep 13, 2026 (10 days ago)29 people · 0 investments · 0 public positions · 69 events

Why this class: L••••• K••••• describes itself as an independent Dallas family office serving multiple high-net-worth families, with 12 core family clients..

Direct investing

moderate

Private markets

moderate

Real estate

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, sponsor-friendly, 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

Overview

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Classification: Multi-family office
Description: ••• Locked
Headquarters: Dallas, TX
Office address: ••• Locked
Business phone: ••• Locked
Website: l•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. Regulatory AUM $2.8B. These are different facts and are never added together.
Regulatory AUM (Form ADV): $2.8B as of Mar 30, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Jun 30, 2021 · 21 employeesFact
Client mix (Form ADV 5.D): High net worth individuals: 20 ($1.9B); Pooled investment vehicles: 33 ($942M)Fact
Private funds advised: 33 (PE 27, VC n/a, hedge n/a, real estate 3), gross assets $942MFact
Elsewhere in DFX: Independent Sponsor Intelligence (shared crd)

Classification history

Sep 13, 2026Multi-family office 90%L••••• K••••• describes itself as an independent Dallas family office serving multiple high-net-worth families, with 12 core family clients.Factverifiedl•••••••••.com“••• Locked”
Sep 12, 2026Multi-family office 80%the office describes itself as a multi family office (cited)Fact
Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)Inference

Team

29 people, 3 with investment decisions, decision makers firstshow

Person	Title	Responsibility	Business contact	Source
G•••••• B•••••	Director of Investments	Direct investments · investment decisions private equity, venture, real estate, private credit (from the bio)	none on record	l•••••••••.com Fact
G•••••• S••••	Investment Model	Direct investments · investment decisions	none on record	l•••••••••.com Fact
R•••• O••	Investment Model	Direct investments · investment decisions	none on record	l•••••••••.com Fact
A•• M••••••	Founding Partner	Leadership manager selection (from the bio)	none on record	l•••••••••.com Fact
A••••• S•••••	CEO, SBI Investments Partner, HalBar Partners	Leadership direct investments · real estate · Texas (from the bio)	none on record	l•••••••••.com Fact

Full team · 29 peopledecision makers first

Person	Title	Responsibility	Business contact	Source
C••••• J••••	Office Manager	Leadership	none on record	l•••••••••.com Fact
C••••• C••••••	Senior Vice President	Leadership	none on record	l•••••••••.com Fact
D•••• C•••••	President, Personal Family Office (SFO)	Leadership direct investments · private equity · technology · Louisiana (from the bio)	none on record	l•••••••••.com Fact
G•• P•••••	President, University of Oklahoma Foundation	Leadership impact · consumer · Oklahoma (from the bio)	none on record	l•••••••••.com Fact
J••• S••••	Managing Director, Thiel Capital (SFO)	Leadership	none on record	l•••••••••.com Fact
M•••••• M••••••	Co-President, JMCFM Single Family Office	Leadership	none on record	l•••••••••.com Fact
M•••••• R••••• O•••	Chief Executive Office, Founding Partner	Leadership	none on record	reports.adviserinfo.sec.gov Factl•••••••••.com Fact2 sources agree
S•• S••••	Vice President	Leadership real estate · Texas (from the bio)	none on record	l•••••••••.com Fact
S••••••• C••••	Senior Vice President	Leadership Texas (from the bio)	none on record	l•••••••••.com Fact
A•••• S••••••	Operations Analyst	Operations and finance media (from the bio)	none on record	l•••••••••.com Fact
A•••• W••••	Analyst	Operations and finance Texas (from the bio)	none on record	l•••••••••.com Fact
B••• D•••• M•••••	Chief Financial Officer, Chief Compliance Officer	Operations and finance	none on record	reports.adviserinfo.sec.gov Factl•••••••••.com Fact2 sources agree
C•••••••• A•••••• C••	Finance Manager	Operations and finance Texas (from the bio)	none on record	l•••••••••.com Fact
C••• F•••••	Analyst	Operations and finance real estate · consumer · Oklahoma (from the bio)	none on record	l•••••••••.com Fact
E••• N•••••	Analyst	Operations and finance Texas (from the bio)	none on record	l•••••••••.com Fact
E•••• M•••••	Analyst	Operations and finance	none on record	l•••••••••.com Fact
K••••• K••••	Operations Coordinator	Operations and finance energy (from the bio)	none on record	l•••••••••.com Fact
R••••• D••••	Analyst	Operations and finance Texas (from the bio)	none on record	l•••••••••.com Fact
A•••• B•••••	Chief of Staff	Other Oklahoma, Texas (from the bio)	none on record	l•••••••••.com Fact
B••••••• K•••• C••	Tax Strategist	Other financial services · Texas (from the bio)	none on record	l•••••••••.com Fact
C••••• B••••••••	Senior Associate	Other New York (from the bio)	none on record	l•••••••••.com Fact
D•••• M•••••	Head of OCIO	Other hedge funds · technology, energy · Louisiana (from the bio)	none on record	l•••••••••.com Fact
E•••• W•••••••	Associate	Other direct investments · public markets · Oklahoma (from the bio)	none on record	l•••••••••.com Fact
W•• H••••••	Head of Real Estate	Other direct investments · real estate · agriculture · Texas (from the bio)	none on record	l•••••••••.com Fact

1 person not confirmed current

C••••• C••••••• C•••, Senior Vice President, not confirmed current. Not on the office's team page read 2026-09-21; last listed 2026-09-14

Office contact points

Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov

Office address: ••• Locked (published by the subject) adviserinfo.sec.gov

W••••••: ••• Locked (published by the subject) l•••••••••.com

Signals and timeline

69show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 69 events. 13F position changes are under Public stakes and holdings.

Sep 4, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
Jul 24, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
Jul 24, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
Dec 19, 2025New investment vehicle••• LockedVehiclesInferencesec.gov
Apr 30, 2026New investment vehicle••• LockedVehiclesInferencesec.gov

Full timeline · 69 events

Sep 30, 2025New investment vehicle••• LockedVehiclesInferencesec.gov
Nov 7, 2025New investment vehicle••• LockedVehiclesInferencesec.gov
Jan 12, 2024New investment vehicle••• LockedVehiclesInferencesec.gov
Sep 13, 2026Classification changed••• Lockedc•••••••••Factl•••••••••.com
Sep 11, 2026Classification changed••• Lockedc•••••••••Factno URL
Mar 29, 2024Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Mar 29, 2024Private fund no longer reported••• LockedVehiclesFactadviserinfo.sec.gov
Mar 29, 2024Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Mar 29, 2024Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
Mar 29, 2024Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Mar 29, 2024Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
May 22, 2024Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Mar 29, 2024Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Mar 31, 2023Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Dec 31, 2022New investment vehicle••• LockedVehiclesInferencesec.gov
Feb 7, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Mar 31, 2023Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Mar 31, 2023Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Feb 7, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Mar 31, 2023Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Mar 31, 2023Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Mar 31, 2023Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jan 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Mar 31, 2023Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Mar 31, 2023Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Mar 31, 2023Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Mar 31, 2023Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Mar 31, 2023Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Jun 27, 2023Fund gross assets down••• LockedVehiclesFactadviserinfo.sec.gov
Mar 31, 2023Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Feb 7, 2022Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Feb 7, 2022Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Jun 27, 2023Fund gross assets down••• LockedVehiclesFactadviserinfo.sec.gov
Mar 31, 2023Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
Feb 7, 2022Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
May 14, 2026Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
May 14, 2026Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
May 14, 2026Fund gross assets up••• LockedVehiclesFactreports.adviserinfo.sec.gov
May 14, 2026Private fund no longer reported••• LockedVehiclesFactadviserinfo.sec.gov
May 14, 2026Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
May 14, 2026Fund gross assets down••• LockedVehiclesFactreports.adviserinfo.sec.gov
May 14, 2026Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
May 14, 2026Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
May 14, 2026Fund gross assets down••• LockedVehiclesFactreports.adviserinfo.sec.gov
May 14, 2026Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
May 14, 2026Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
May 14, 2026Fund gross assets up••• LockedVehiclesFactreports.adviserinfo.sec.gov

Investment mandate

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••• Locked

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)

Direct investment team: 3 Inference
named professionals with this responsibility
Real estate funds advised: 3 Inference
Form ADV Item 7.B
Private equity funds advised: 27 Inference
Form ADV Item 7.B

Invests directly: unknown
Allocates to managers: unknown
Asset classes: unknown
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

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No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.

Its own private funds (Form ADV Schedule D 7.B.(1))

Fund	Type	Gross asset value	Related share	Reported	Form D
L••••• K••••• S•••••••• O••••••••• F••• • O••• S•••••	Private Equity Fund	$160M May 14, 2026	6%	Jan 3, 2022 to now	021-385903
L••••• K••••• E••••••• L•••••••• F•••• L•••	Private Equity Fund	$133M May 14, 2026	40%	Jan 3, 2022 to now	021-434818
L••••• K••••• S•••••••• O••••••••• F••• • P• G• S•••••	Private Equity Fund	$86.2M May 14, 2026	13%	Jan 3, 2022 to now	021-392155
L••••• K••••• C•••••• P•••••••• L•• • C••• S•••••	Private Equity Fund	$78.1M May 14, 2026	7%	Feb 7, 2022 to now	021-436172
L••••• K••••• S•••••••• O••••••••• F••• • H•••• S•••••	Private Equity Fund	$60.1M May 14, 2026	13%	Mar 31, 2023 to now	021-461960

All 35 funds

Fund	Type	Gross asset value	Related share	Reported	Form D
L••••• K••••• S•• F•••• L•••	Private Equity Fund	$42.9M May 14, 2026	39%	Jan 3, 2022 to now	021-435024
L••••• K••••• C•••••• P•••••••• L•• • L••••• S•••••	Private Equity Fund	$38.8M May 14, 2026	7%	Mar 31, 2023 to now
L••••• K••••• S•••••••• O••••••••• F••• • S••••••• S•••••	Private Equity Fund	$32.0M May 14, 2026	24%	Jan 3, 2022 to now	021-400598
L••••• K••••• S•••••••• O••••••••• F••• • M••••••••• S•••••	Private Equity Fund	$29.9M May 14, 2026	20%	May 14, 2026 to now	021-510290
L• C•••••• P••••••• R••• E••••• F••• I•• L•••	Real Estate Fund	$29.0M May 14, 2026	21%	Mar 31, 2023 to now
L••••• K••••• S•••••••• O••••••••• F••• • S•• S•••••	Private Equity Fund	$25.8M May 14, 2026	19%	Feb 7, 2022 to now	021-424401
L••••• K••••• S•••••••• O••••••••• F••• • P• G• ••• S•••••	Private Equity Fund	$25.6M May 14, 2026	1%	Jan 3, 2022 to now	021-407138
L••••• K••••• S•••••••• O••••••••• F••• • T•• B•• S•••••	Private Equity Fund	$22.4M May 14, 2026	6%	Mar 31, 2023 to now	021-446517
L••••• K••••• T••••••• C••••• F•••• L•••	Private Equity Fund	$17.3M May 14, 2026	32%	Mar 29, 2024 to now	021-481209
L••••• K••••• S•••••••• O••••••••• F••• • J•• M••••••• S•••••	Private Equity Fund	$16.0M May 14, 2026	60%	May 14, 2026 to now	021-546109
L••••• K••••• S•••••••• O••••••••• F•••• L•• • H• I•• S•••••	Private Equity Fund	$15.1M May 14, 2026	78%	May 14, 2026 to now	021-569780
L••••• K••••• C•••••• P•••••••• L•• • S• C•••••••• S•••••	Private Equity Fund	$15.0M May 14, 2026	26%	Mar 29, 2024 to now
L• C•••••• P••••••• R••• E••••• F••• I• L•••	Real Estate Fund	$14.5M May 14, 2026	41%	Jan 3, 2022 to now	021-435090
L••••• K••••• S•••••••• O••••••••• F••• • S•• S•••••	Other Private Fund	$12.6M May 14, 2026	31%	Mar 31, 2023 to now	021-448984
L••••• K••••• C•••••• P•••••••• L•• • C••• I• S•••••	Private Equity Fund	$11.9M May 14, 2026	13%	Mar 31, 2023 to now	021-519977
L••••• K••••• P•• X• F•••• L••	Real Estate Fund	$9.6M May 14, 2026	22%	Jan 3, 2022 to now	021-390675
L••••• K••••• S•••••••• O••••••••• F••• • H• G• S•••••	Other Private Fund	$9.5M May 14, 2026	46%	Mar 29, 2024 to now	021-475930
L••••• K••••• S•••••••• O••••••••• F••• • D••••••••• S•••••	Private Equity Fund	$9.3M May 14, 2026	83%	May 14, 2026 to now	021-563473
L••••• K••••• S•••••••• O••••••••• F••• • C••••• S•••••	Private Equity Fund	$9.0M May 14, 2026	33%	May 14, 2026 to now
L••••• K••••• S•••••••• O••••••••• F••• • T•••••• H••• S•••••	Private Equity Fund	$6.8M May 14, 2026	89%	Jan 3, 2022 to now	021-416982
L••••• K••••• S•••••••• O••••••••• F••• • D•• S•••••	Private Equity Fund	$6.7M May 14, 2026	40%	Jan 3, 2022 to now	021-392147
L••••• K••••• S•••••••• O••••••••• F••• • M••••• S•••••	Securitized Asset Fund	$5.5M May 14, 2026	0%	Jan 3, 2022 to now	021-416322
L••••• K••••• • C••• L••	Private Equity Fund	$4.9M May 14, 2026	58%	Jan 3, 2022 to now	021-369401
L••••• K••••• S•••••••• O••••••••• F••• • P••••••• S•••••	Private Equity Fund	$4.8M May 14, 2026	26%	Jan 3, 2022 to now	021-392142
L••••• K••••• S•••••••• O••••••••• F••• • P• G• V• S•••••	Private Equity Fund	$3.9M May 14, 2026	59%	May 14, 2026 to now
L••••• K••••• S•••••••• O••••••••• F••• • L• S•••••	Private Equity Fund	$3.9M May 14, 2026	74%	May 14, 2026 to now	021-542652
L••••• K••••• • O•••• I• L••	Private Equity Fund	$1.8M May 14, 2026	17%	Jan 3, 2022 to now	021-371524
L••••• K••••• S•••••••• O••••••••• F••• • T•••••• A••• S•••••	Private Equity Fund	$0 May 14, 2026	45%	Jan 3, 2022 to now	021-385908
L••••• K••••• S•••••••• O••••••••• F••• • O•••••••• S••••• · no longer reported	Private Equity Fund	$13.4M Oct 18, 2023	18%	Jan 3, 2022 to Mar 29, 2024	021-397553
L••••• K••••• S•••••••• O••••••••• F••• • P••••••• S••••• · no longer reported	Private Equity Fund	$7.0M Sep 17, 2024	12%	Jan 3, 2022 to May 14, 2026	021-393809

Investment vehicles (SEC Form D)

B•••• S•••••• a• s••••• o• L••••• K••••• S•••••••• O••••••••• F•••• L•• · Promoter · Sep 4, 2026 Inference sec.gov
T••••••••• S•••••• a• s••••• o• L••••• K••••• S•••••••• O••••••••• F•••• L•• · Promoter · Jul 24, 2026 Inference sec.gov
E•••••••• S•••••• a• s••••• o• L••••• K••••• S•••••••• O••••••••• F•••• L•• · Promoter · Jul 24, 2026 Inference sec.gov
L••••• K••••• V• A••••• F••• I• L••• · shared principal · Jun 8, 2026 · via G•••••• B••••• Inference sec.gov
L••••• K••••• C•••••• P•••••••• L•• • C••• I• S••••• · shared principal · Jul 29, 2024 · via M•••••• O••• Inference sec.gov

All 13 vehicles

L••••• K••••• C•••••• P•••••••• L•• • S• C•••••••• S••••• · shared principal · Jul 29, 2024 · via M•••••• O••• Inference sec.gov
L••••• K••••• T••••••• C••••• F•••• L••• · shared principal · Nov 15, 2024 · via M•••••• O••• Inference sec.gov
L••••• K••••• E••••••• L•••••••• F•••• L••• · shared principal · Feb 20, 2024 · via M•••••• O••• Inference sec.gov
L••••• K••••• S•• F•••• L••• · shared principal · Feb 20, 2024 · via M•••••• O••• Inference sec.gov
L••••• K••••• S•••••••• O••••••••• F••• • D••••••••• S••••• · Promoter · Nov 7, 2025 Inference sec.gov
L••••• K••••• E••••••• L•••••••• F•••• L••• · Director · Mar 9, 2026 Inference sec.gov
L••••• K••••• S•••••••• O••••••••• F••• • C••••• S••••• · Promoter · Mar 18, 2026 Inference sec.gov
L••••• K••••• S•••••••• O••••••••• F•••• L•• • H• I•• S••••• · Promoter · Jan 13, 2026 Inference sec.gov

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. This office is also on the sponsor graph; see Elsewhere in DFX above.

Related entities

19show

L••••• K••••• V• A••••• G•• L•• · Affiliated with (both named on L••••• K••••• V• A••••• F••• I• L•••) · org Fact sec.gov
L••• G•• L•• · Affiliated with (both named on L••••• K••••• C•••••• P•••••••• L•• • C••• I• S•••••) · org Fact sec.gov
L••• G•• L•• · Affiliated with (both named on L••••• K••••• C•••••• P•••••••• L•• • S• C•••••••• S•••••) · org Fact sec.gov
L• T•• G•• L•• · Affiliated with (both named on L••••• K••••• T••••••• C••••• F•••• L•••) · org Fact sec.gov
E•••••••• S•••••• a• s••••• o• L••••• K••••• S•••••••• O••••••••• F•••• L•• · Controls (related name) · vehicle Fact sec.gov

All 19 related entities

B•••• S•••••• a• s••••• o• L••••• K••••• S•••••••• O••••••••• F•••• L•• · Controls (related name) · vehicle Fact sec.gov
T••••••••• S•••••• a• s••••• o• L••••• K••••• S•••••••• O••••••••• F•••• L•• · Controls (related name) · vehicle Fact sec.gov
L••••• K••••• V• A••••• F••• I• L••• · Controls (principal is the control party) · vehicle Inference sec.gov
L••••• K••••• S•••••••• O••••••••• F••• • C••••• S••••• · Controls (related name) · vehicle Fact sec.gov
L••••• K••••• S•••••••• O••••••••• F••• • D••••••••• S••••• · Controls (related name) · vehicle Fact sec.gov
L••••• K••••• S•••••••• O••••••••• F•••• L•• • H• I•• S••••• · Controls (related name) · vehicle Fact sec.gov
L••••• K••••• E••••••• L•••••••• F•••• L••• · Controls (related name) · vehicle Fact sec.gov
L••••• K••••• T••••••• C••••• F•••• L••• · Controls (principal is the control party) · vehicle Inference sec.gov
L••••• K••••• C•••••• P•••••••• L•• • S• C•••••••• S••••• · Controls (principal is the control party) · vehicle Inference sec.gov
L••••• K••••• S•• F•••• L••• · Controls (shared principal) · vehicle Inference sec.gov
L••••• K••••• C•••••• P•••••••• L•• • C••• I• S••••• · Controls (principal is the control party) · vehicle Inference sec.gov
L•• H••••••••• · Owns (5% to 10% (Member)) · org Fact reports.adviserinfo.sec.gov
K••••• C•••••• M••••••••• L•• · Owns (under 5% (Member)) · org Fact reports.adviserinfo.sec.gov
M•• C•••••• M••••••••• L•• · Owns (25% to 50% (Manager)) · org Fact reports.adviserinfo.sec.gov

Sources and evidence

82show

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. 82 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 day)

Contactability

+40 n•••• d••••••••• (••• Locked)

+30 v••••••• b••••••• e••••• (11)

+10 v••••••• b••••••• p••••• (1)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 d•••••••••

+10 p•••••

+10 r••••••••• r•••••

+20 i••••••••• s•••••• (4 sources)

Active deployment

no components; scored 0

Exists confidence

+50 r••••••••• i••••••••• •••• C•• o• E•••

+20 w••••••

+30 i••••••••• s•••••• (4 sources)

+30 a•••••••••

Research priority

+17 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($2,846,356,708)

+8 m••••••••• o•••••

+10 F••• D• v••••••• l•••••

+5 o• a•••••• D•• g••••

+0 r••• (57)

Mandate confidence

no components; scored 0

Identity confidence

+90 c••••••••• (••• Locked)

Real estate propensity

+20 F••• A•• r••• e••••• f••••

Co investment propensity

no components; scored 0

Family identity confidence

no components; scored 0

Private markets propensity

+15 F••• A•• p• f••• c•••• (27.0)

+10 F••• A•• r• f••• c•••• (3.0)

Current activity confidence

+25 a• s••••••••• f••• w••••• 1• m••••• (1 day)

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 82 observations

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-03-30	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	L••••• K••••• M••• L••	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	L••••• K••••• M••• L••	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	L••••• K••••• M••• L••	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	L••••• K••••• M••• L••	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other services (Form ADV)	HUMAN CAPITAL L••••• SERVICES AND PHILANTHROPIC SERVICES	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds reported (latest Form ADV)	33	May 14, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds reported (latest Form ADV)	27	Sep 17, 2024	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Gross assets of its private funds	$942M	May 14, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Gross assets of its private funds	$780M	Sep 17, 2024	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Share of its funds owned by itself and related persons	N	May 14, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Inference
Share of its funds owned by itself and related persons	N	Sep 17, 2024	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Inference
Advisory services (Form ADV 5.G)	Financial planning, portfolio management individuals, portfolio management pooled vehicles, selection of other advisers, other	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2021-06-30	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Bios read	bio-fo-1	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Branch offices	1	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	••• Locked	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	20	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	High net worth individuals: Clients: 20; RAUM usd: 1,904,105,305; Fewer than 5: no; Pooled investment vehicles: Clients: 33; RAUM usd: 942,251,403; Fewer than…	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Description	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Description	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Description	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Description	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Description	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Description	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Employees	21	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Dallas, TX	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Independent Sponsor Intelligence entity	L••••• K••••• M••• L•• (capital_provider)	Sep 21, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	L••••• K••••• M••• L•• (capital_provider)	Sep 20, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	L••••• K••••• M••• L•• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	L••••• K••••• M••• L•• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	L••••• K••••• M••• L•• (capital_provider)	Sep 11, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Legal form	Limited Liability Company	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	••• Locked	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office type (stated)	Multi family office	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Office type (stated)	Multi family office	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Office type (stated)	Multi family office	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Office type (stated)	Multi family office	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Office type (stated)	Multi family office “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) l•••••••••.com	Fact
Office type (stated)	Multi family office	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Office type (stated)	Multi family office	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Private equity funds	27	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds advised	33	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$942M	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	53	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
HNW client assets (Form ADV)	$1.9B	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$2.8B	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Real estate funds	3	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	5	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov	Fact
Site mentions	Real estate	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Site mentions	Real estate	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Site mentions	Real estate	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Site mentions	Real estate	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Site mentions	Real estate	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Site mentions	Real estate	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Team page url	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Team page url	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Team page url	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Team page url	••• Locked	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Team page url	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Team page url	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Team page url	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Website	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) l•••••••••.com	Fact
Website	••• Locked	Mar 30, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Website read	site-fo-3	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Website read	site-fo-3	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Website read	site-fo-3	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Website title	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Website title	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Website title	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Website title	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Website title	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact
Website title	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.com	Fact

Not yet on record: direct investments.