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Single family office (probable)

Single family office (probable), with 1 direct investment on record.

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

Direct investments
1
Deal announcements, Form D and filings
Last deployment
May 2017
The latest dated investment or commitment on record
Contact the teamFind similar offices
1 export, up to 3 contact reveals
More
Direct investments (1)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% · 8 observations · 3 sourcesShow
Single family office (probable)Verified Sep 21, 2026 (2 days ago)2 people · 1 investments · 0 public positions · 3 events

Why this class: a filing by a third party describes it as a single family office (cited).

Direct investing
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: external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 25% (medium value, medium; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Single family office (probable)
Description
unknown
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
Team
2 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
F•••• E• W••••Vice PresidentLeadershipnone on record
F•••• E• W••••Vice PresidentLeadershipnone on record
sec.gov Fact
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.

  • Jun 1, 2018Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
  • May 23, 2017Portfolio exit••• LockedDirect investmentsFactsec.gov
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
States
none Fact
Control
minority (1) Fact
Sectors
petroleum storage terminals (1) Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
private equity / energy infrastructure (1) Fact
Direct vs fund
Fund: 0 · Direct: 1 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
1 Fact
Investment kinds
direct equity (common units) (1) Fact
First and last deal
Last: unknown · First: unknown Fact
Lead vs participant
unknown (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
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
1 dealsshow
DateCompanyKindSectorRoleAmountWithSource
Date not disclosed
exit May 23, 2017
W•••• P•••• T••••••••• L•Direct equity (common units)petroleum storage terminalsunknown · minorityunknownnone named
sec.gov Fact
“••• Locked”
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
8show

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. 8 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
Data confidence
+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••• (777)
Mandate confidence
+10 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+70 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
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
View all 8 observations
FactValueEffectiveSourceClass
Edgar fts discoveryfamily officeJun 1, 2018SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family involvement••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) marketscreener.comFact
Family involvement••• Locked
“••• Locked”
Sep 19, 2026DFX analyst research (General-assisted, every claim URL-cited) marketscreener.comFact
Headquarters••• Locked
“••• Locked”
May 23, 2017DFX analyst research (General-assisted, every claim URL-cited) sec.govInference
Office type (stated)Single family officeJun 1, 2018SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Website searchNot foundSep 20, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
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: decision makers, capital scale.