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P•••• M•••••••••

Single family office (probable)

Single family office (probable).

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

Decision makers
1 of 2
The office's site, Form ADV Schedule A and filings
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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 70% · 17 observations · 3 sourcesShow
Single family office (probable)Verified Sep 21, 2026 (2 days ago)2 people · 0 investments · 0 public positions · 4 events

Why this class: a filing by a third party describes it as a single family office (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 25% (medium value, medium; 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
Single family office (probable)
Description
••• Locked
Headquarters
••• Locked
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
J••••••• family: the office was founded by and is run by L•••• I• J•••••••
Source of wealth
••• Locked
Operating company origin
Caris Life Sciences (Irving, Texas; founding director since 2008, Vice Chairman to February 2012); founder holds 314,576 Caris shares (March 2026)
Team
2 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
L•••• I• J••••••• familyFounder and PresidentFamily principal · investment decisionsnone on record
sec.gov Fact
L•••• I• J•••••••PresidentLeadershipnone on record
sec.gov Fact
Signals and timeline
4show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.

  • Apr 23, 2026Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
  • Jan 1, 2015Office formed••• LockedOrganisationFactsec.gov
  • Jan 1, 2004Family liquidity event••• LockedwealthFactsec.gov
Investment mandate
show
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
Invests directly
unknown
Allocates to managers
unknown
Asset classes
Real estate and equity investments
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
17show

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. 17 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (L•••• I• J••••••• (President))
Data confidence
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1144)
Mandate confidence
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+70 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•••• (••• Locked)
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (152 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 17 observations
FactValueEffectiveSourceClass
Asset classesReal estate and equity investments
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) carislifesciences.comFact
Decision rights••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) carislifesciences.comInference
Description••• Locked
“••• Locked”
Apr 23, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Edgar fts discoveryfamily officeApr 23, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family involvementFounder-run: L•••• I• J••••••• is President
“••• Locked”
Apr 23, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Family servedJ••••••• family
“••• Locked”
n/aDFX analyst research (General-assisted, every claim URL-cited) carislifesciences.comFact
Family served••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) carislifesciences.comInference
Formation year2015
“••• Locked”
Apr 23, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Headquarters••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) carislifesciences.comInference
Liquidity event••• Locked
“••• Locked”
Jan 1, 2004DFX analyst research (General-assisted, every claim URL-cited) sec.govInference
Office type (stated)Single family officeApr 23, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Operating company origin••• Locked
“••• Locked”
Apr 23, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Operating model inhouse••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) carislifesciences.comInference
Real estate strategy••• Locked
“••• Locked”
Apr 23, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govInference
Source of wealth••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) carislifesciences.comInference
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

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