DFX Intelligence
Family office profile
C•••• I••••••••• L•
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Dallas, TexasSingle family office (probable)identity confidence 70%
Why this class: a filing by a third party describes it as a single family office (cited).
Verified Sep 21, 2026 (yesterday)
Last observed Sep 21, 2026 · 18 observations · 3 sources
2 people · 1 investments · 0 public positions · 3 events
Direct investing
15
moderate
Co-investment
10
low
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.
Overviewshow
Profile completeness 38% (medium value, medium; 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
- Dallas, Texas
- 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
Family and wealth originshow
- Family served
- C•••• family
- Source of wealth
- unknown
- Operating company origin
- From 2000 to 2006 C•••• was a Partner at Blum Capital Partners, working on the investment team and leading capital markets efforts.
Team2 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J•••••• A• C•••• | Managing Partner | Leadership · investment decisions | none on record | sec.gov Fact |
| J•••••• A• C•••• family | Managing Partner, C•••• I••••••••• L• | Leadership · investment decisions | none on record | greenstocknews.com Fact |
Investment mandateshow
••• Locked
Stated (their words, cited)
- Asset classes
- ••• Locked Fact greenstocknews.com“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- minority (1) Fact
- Sectors
- cannabis retail (1) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- private credit / convertible debt (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 1 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 1 Fact
- Investment kinds
- convertible note (1) Fact
- First and last deal
- Last: 2021-12-07 · First: 2021-12-07 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
- The office has made more than 20 direct i••••••••• across a mix of industries over roughly a 13-year span (as stated in 2021).
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments1 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Dec 7, 2021 | M••••••• M•• T••••••••• I••• ••••••••• | Convertible note | cannabis retail | participant · minority | unknown | none named | sec.gov Fact “••• Locked” |
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Signals and timeline3show
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.
- Dec 9, 2022Office discoveredC•••• I••••••••• L• described on SEC filings as 'single family office' (SC 13D, SC 13D/A)DiscoveryFactsec.gov
- Dec 7, 2021Direct investmentC•••• I••••••••• L• invested in M••••••• M•• T••••••••• I••• •••••••••Direct investmentsFactsec.gov
- Dec 7, 2021Direct investmentC•••• I•••••••••, L.P. acquires a $250,000 senior secured convertible note from M••••••• Man T•••••••••, Inc.Direct investmentsFactsec.gov
Sources and evidence18show
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. 18 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
Data confidence
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+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••••••
+3 d••••• i••••••••• o• r•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (773)
Mandate confidence
+10 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
+10 p••••••••• i• s••••••••• r•••••
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (C•••• family)
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
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
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | ••• Locked “••• Locked” | Mar 15, 2021 | DFX analyst research (General-assisted, every claim URL-cited) greenstocknews.com | Fact |
| Co invest behavior | ••• Locked “••• Locked” | Mar 2, 2021 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Decision rights | ••• Locked “••• Locked” | Dec 9, 2021 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Decision rights | ••• Locked “••• Locked” | Mar 14, 2021 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | ••• Locked “••• Locked” | Mar 15, 2021 | DFX analyst research (General-assisted, every claim URL-cited) greenstocknews.com | Fact |
| Edgar fts discovery | single family office | Dec 9, 2022 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family involvement | ••• Locked “••• Locked” | Mar 14, 2021 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family served | C•••• family | n/a | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Headquarters | Dallas, Texas | Dec 9, 2022 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Office type (stated) | single_family_office | Dec 9, 2022 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Operating company origin | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) stonerisecapital.com | Fact |
| Operating company origin | ••• Locked “••• Locked” | Sep 19, 2026 | DFX analyst research (General-assisted, every claim URL-cited) stonerisecapital.com | Fact |
| Operating company origin | ••• Locked “••• Locked” | Jan 1, 2007 | DFX analyst research (General-assisted, every claim URL-cited) stonerisecapital.com | Fact |
| Real estate strategy | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) stonerisecapital.com | Inference |
| Real estate strategy | ••• Locked “••• Locked” | Sep 19, 2026 | DFX analyst research (General-assisted, every claim URL-cited) stonerisecapital.com | Inference |
| Website search | not_found | Sep 20, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |