DFX Intelligence
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D••••• E•••• F••••• O••••••• L••
Multi-family officeTop 500Not hand-verified in 180 days· Fort Worth, TX
Multi-family office, based in Fort Worth, TX.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Regulatory AUM
- $1.4B
- Last deployment
- Jun 2026
Form ADV, Item 5.F
The latest dated investment or commitment on record
As of · the latest observation of this office; filed figures carry their own filing dates
What matters now
- +4new vehicles, 12 months
1 vehicle filed a Form D on 27 Feb 2026 (D••••• E•••• S•••••• H••••• I•• L••); its 22 Jun 2026 Form ADV added D••••• E•••• V• F••• L• ($280.4M), T••••••••• V• F••• L• ($94.7M) and D• F•••• L•• ($33.3M) and stopped listing 1, the largest D••• N•••••• L• ($27.2M 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.
FactSEC Form ADV, Schedule DFor Sponsors seeking co-investors, fund managersIts funds and vehicles →
Readings, classification basis and verificationidentity confidence 90% · 44 observations · 3 sourcesShowHide
Multi-family officeNot yet hand-verified0 people · 0 investments · 0 public positions · 18 events
Why this class: registered adviser named as a family office serving many clients: a m••••••••• o••••• by construction.
Private markets
15
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: direct investing, external managers, sponsor-friendly, real estate, co-investment.
Profile completeness 44% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
- Classification
- Multi-family office
- Description
- unknown
- Headquarters
- Fort Worth, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $1.4B. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $1.4B as of Mar 30, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Sep 22, 2021 · 6 employeesFact
- Client mix (Form ADV 5.D)
- Other: 10 ($901M); High net worth individuals: 2 ($6.5M); Pooled investment vehicles: 9 ($491M)Fact
- Private funds advised
- 9 (PE 9, VC n/a, hedge n/a, real estate n/a), gross assets $491MFact
- Elsewhere in DFX
- Independent Sponsor Intelligence (shared crd)
Classification history
- Sep 12, 2026Multi-family office 90%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Teamshow
No current professionals on the record.
Office contact points
Signals and timeline18show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 18 events. 13F position changes are under Public stakes and holdings.
- Feb 27, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
- Oct 23, 2025New investment vehicle••• LockedVehiclesInferencesec.gov
- Mar 29, 2024Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 29, 2024Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Full timeline · 18 eventsShow fewer
- 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, 2024Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 31, 2023Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Jun 22, 2026Fund gross assets down••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Jun 22, 2026Private fund no longer reported••• LockedVehiclesFactadviserinfo.sec.gov
- Jun 22, 2026Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Jun 22, 2026Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Jun 22, 2026Fund gross assets up••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Jun 22, 2026Fund gross assets down••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Jun 22, 2026Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Jun 22, 2026Fund gross assets down••• LockedVehiclesFactreports.adviserinfo.sec.gov
Investment mandateshow
••• 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)
- Private equity funds advised
- 9 InferenceForm ADV Item 7.B
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
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))What these figures areEach fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.
| Fund | Type | Gross asset value | Related share | Reported | Form D |
|---|---|---|---|---|---|
| D••••• E•••• V• F••• L• | Private Equity Fund | $280M Jun 22, 2026 | 0% | Jun 22, 2026 to now | 021-536855 |
| T••••••••• V• F••• L• | Private Equity Fund | $94.7M Jun 22, 2026 | 0% | Jun 22, 2026 to now | 021-536851 |
| D• B••••• L•• | Private Equity Fund | $55.8M Jun 22, 2026 | 73% | Mar 29, 2024 to now | 021-508218 |
| D• F•••• L•• | Private Equity Fund | $33.3M Jun 22, 2026 | 80% | Jun 22, 2026 to now | 021-561824 |
| D••••••••• H•••••••• L•• | Private Equity Fund | $18.3M Jun 22, 2026 | 99% | Mar 29, 2024 to now | 021-508220 |
All 10 fundsShow fewer
| Fund | Type | Gross asset value | Related share | Reported | Form D |
|---|---|---|---|---|---|
| D••••• E•••• S•••••• H•••••• L•• | Private Equity Fund | $5.2M Jun 22, 2026 | 50% | Mar 29, 2024 to now | 021-508214 |
| E•••••••• E•••• I••••••••• L•• | Private Equity Fund | $3.1M Jun 22, 2026 | 99% | Mar 29, 2024 to now | 021-508211 |
| D••••• E•••• S••••••• H•••••• L•• | Private Equity Fund | $358,319 Jun 22, 2026 | 93% | Mar 29, 2024 to now | 021-508212 |
| D• P•• H•••••• L•• | Private Equity Fund | $137,257 Jun 22, 2026 | 100% | Mar 29, 2024 to now | 021-508217 |
| D••• N•••••• L• · no longer reported | Private Equity Fund | $27.2M Apr 15, 2024 | 37% | Mar 31, 2023 to Jun 22, 2026 | 021-467656 |
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. This office is also on the sponsor graph; see Elsewhere in DFX above.
Related entities2show
Sources and evidence44show
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. 44 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 day)
Contactability
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (3 sources)
Research priority
+16 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,398,671,728)
+8 m••••••••• o•••••
+10 F••• D• v••••••• l•••••
+5 o• a•••••• D•• g••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (27)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
+15 F••• A•• p• f••• c•••• (9.0)
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 day)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 44 observationsShow fewer
| 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 clients (Form ADV) | TRUSTS & FLPS | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | D••••• E•••• F••••• O••••••• L•• | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | D••••• E•••• F••••• O••••••• L•• | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | D••••• E•••• F••••• O••••••• L•• | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | D••••• E•••• F••••• O••••••• L•• | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 9 | Jun 22, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 7 | Apr 15, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $491M | Jun 22, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $109M | Apr 15, 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 | Jun 22, 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 | Apr 15, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Advisory services (Form ADV 5.G) | Portfolio management individuals, portfolio management pooled vehicles, selection of other advisers | 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 | 2021-09-22 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Assets over $1bn (Form ADV 1.O) | Y | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | 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 | 2 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | Other: Clients: 10; RAUM usd: 900,838,266; Fewer than 5: no; High net worth individuals: Clients: 2; RAUM usd: 6,531,416; Fewer than 5: no; Pooled investment… | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Employees | 6 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Fort Worth, TX | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Independent Sponsor Intelligence entity | D••••• E•••• F••••• O••••••• L•• (capital_provider) | Sep 21, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | D••••• E•••• F••••• O••••••• L•• (capital_provider) | Sep 20, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | D••••• E•••• F••••• O••••••• L•• (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | D••••• E•••• F••••• O••••••• L•• (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | D••••• E•••• F••••• O••••••• 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 |
| Private equity funds | 9 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds advised | 9 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $491M | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Accounts (Form ADV) | 114 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| HNW client assets (Form ADV) | $6.5M | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $1.4B | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website search | Not found | Sep 21, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | Not found | Sep 19, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | Not found | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
Not yet on record: direct investments, decision makers.