DFX Intelligence

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L•• F••••• W••••• A•••••••• L•••

Multi-family officeTop 500· Austin, TX

Multi-family office, based in Austin, 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

Direct investments: Not established
Decision makers: 6
Regulatory AUM: $389M
Last deployment: Jul 2026

Team (6)Mandate

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

Why this matters

8 published business contact points are on record, each with its source.
Contact points 8
Also held on 1 other DFX graph, matched on shared identifiers.
Graphs 1

Readings, classification basis and verificationidentity confidence 90% · 138 observations · 7 sourcesShow

Multi-family officeVerified Sep 13, 2026 (9 days ago)6 people · 0 investments · 28 public positions · 28 events

Why this class: The J•••••• family holding company became an RIA that now manages wealth for other like-minded families, a m••••••••• o•••••..

Private markets

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.

Overview

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Profile completeness 59% (high value, high value deep; the most valuable missing fact is direct investments)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

How the office says it invests

“••• Locked”l•••••••••.com

The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.

Classification: Multi-family office
Description: ••• Locked
Headquarters: Austin, TX
Office address: ••• Locked
Business phone: ••• Locked
Website: l•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $196M. Regulatory AUM $389M. These are different facts and are never added together.
Regulatory AUM (Form ADV): $389M as of Feb 9, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Jul 15, 2005 · 2 employeesFact
Client mix (Form ADV 5.D): Individuals: 11 ($3.0M); Corporations: 11 ($56.1M); State municipal: 1 ($7.8M); Charitable organizations: 2 ($6.9M); High net worth individuals: 67 ($315M); Pooled investment vehicles: 2 ($104,517)Fact
Private funds advised: 2 (PE 2, VC n/a, hedge n/a, real estate n/a), gross assets $60,749Fact
Form 13F: $196M across 28 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Elsewhere in DFX: Independent Sponsor Intelligence (shared crd)

Classification history

Sep 13, 2026Multi-family office 90%The J•••••• family holding company became an RIA that now manages wealth for other like-minded families, a m••••••••• o•••••.Factverifiedl•••••••••.com“••• Locked”
Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)Inference

Family and wealth origin

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Family served: unknown
Source of wealth: unknown
Operating company origin: unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team

6 peopleshow

Person	Title	Responsibility	Business contact	Source
F•••• C•••••••• V••••••	Limited Partner, Chief Investment Officer/ Chief Compliance Officer / Managing Director	Chief investment officer · investment decisions	email: ••• Locked (verified by provider, Sep 15, 2026)	r••••••.a•••••••••.s••.gov Fact
F•••• V••••••	Chief Compliance Officer/ Managing Director	Leadership	email: ••• Locked (verified by provider, Sep 15, 2026) phone: ••• Locked (published by the subject, Jul 14, 2026) phone: ••• Locked (published by the subject, Jan 2, 2026)	sec.gov Fact
F•••• V••••••	Managing Director/ CCO	Leadership	email: ••• Locked (verified by provider, Sep 15, 2026) phone: ••• Locked (published by the subject, Jul 14, 2026) phone: ••• Locked (published by the subject, Jan 2, 2026)	sec.gov Fact
I•• J•••••••• T•••••	Limited Partner	Leadership	none on record	r••••••.a•••••••••.s••.gov Fact
L••• B••••• J••••••	Limited Partner	Leadership	none on record	r••••••.a•••••••••.s••.gov Fact
W••••• C••• W•••	Limited Partner, Managing Director	Leadership	email: ••• Locked (verified by provider, Sep 15, 2026)	r••••••.a•••••••••.s••.gov Fact

Office contact points

Business phone: ••• Locked (published by the subject) a•••••••••.s••.gov

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

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

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)

Public equity book: $171M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Private equity funds advised: 2 Inference
F••• 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
L••• I••••••••• P••••••• I• L•	Private Equity Fund	$34,537 Feb 9, 2026	92%	Mar 13, 2013 to now
L••• I••••••••• P••••••• I••• L•	Private Equity Fund	$26,212 Feb 9, 2026	95%	Mar 13, 2013 to now
L•• E••••• P•••••••• L• · no longer reported	Private Equity Fund	$386,000 Apr 9, 2021	100%	Mar 13, 2013 to Feb 4, 2022
L••• I••••••••• P••••••• V• L• · no longer reported	Private Equity Fund	$98,785 Nov 16, 2020	98%	Mar 13, 2013 to Mar 8, 2021
L••• I••••••••• P••••••• I•• L• · no longer reported	Private Equity Fund	$29,159 Feb 8, 2022	60%	Mar 13, 2013 to Feb 15, 2023
L••• I••••••••• P••••••• I•• L• · no longer reported	Private Equity Fund	$9,710 Apr 9, 2021	93%	Mar 13, 2013 to Feb 4, 2022
T•• D•••••••• L• · no longer reported	Private Equity Fund	$0 Feb 1, 2018	42%	Mar 13, 2013 to Feb 28, 2019

Fund and manager relationships

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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

28 positionsshow

Form 13F holdings

Top 28 positions of 28 for the quarter ended Jun 30, 2026; $196M shown of $196M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
I•••••• T• R•• 1••• G•• E••	ETF	$45.9M	376,386	23.4%
I•••••• R•••••• 1••• V•••• E••	ETF	$37.7M	155,137	19.2%
I•••••• R•••••• M•••••• V•••• E••	ETF	$20.6M	124,862	10.5%
I•••••• T• R•• M• C• G• E••	ETF	$18.9M	130,287	9.6%
I•••••• R•••••• 2••• V•••• E••	ETF	$13.3M	60,110	6.8%
S••• F••• I••••••••• G••••••••• I••••••••• B••• E••	ETF	$9.8M	250,209	5.0%
I•••••• T• R•• 2••• G•• E••	ETF	$9.5M	24,361	4.8%
I•••••• M••• E••• E••	ETF	$6.9M	66,885	3.5%
V••••••• I••• E••••• I•••• F•• F••• E•• M•• E••	ETF	$6.6M	111,715	3.4%
V••••••• S••••••••• F•••• V••••••• R••••••• V•••• I•• F• E••	ETF	$3.2M	29,639	1.6%
E•••• M•••• C••• C••	common	$3.0M	21,833	1.5%
V••••••• R••• E••••• E••	ETF	$2.9M	29,870	1.5%
V••••••• S••••••••• F•••• V••••••• R••••••• V•• I•• F• E•• S••	ETF	$2.8M	14,363	1.4%
V••••••• S••••••••• F•••• V••••••• R•••••• G•• I•• E•• S••	ETF	$2.1M	7,244	1.1%
I•••••• T•••• M••• E•• M••• E•• U•• D••	ETF	$2.0M	30,071	1.0%
I•••••• R•••••• 1••• I•••• F•••	ETF	$1.9M	4,662	1.0%
T•••• C•• B••••••••• I•• C••	common	$1.8M	17,275	0.9%
V••••••• S••••••••• F•••• V••••••• R••••••• G••••• I•• F• E••	ETF	$1.8M	14,124	0.9%
V••••••• I•••• F•• V••••••• T•••• S•• M•• E••	ETF	$1.5M	3,962	0.7%
W••••••••• T• U• M••••• F•••	ETF	$790,000	10,471	0.4%
S••••••• L••• I•• C••	common	$563,000	82,177	0.3%
V••••••• T•••• I••••••••• S•••• I•••• F•••	ETF	$552,000	6,502	0.3%
C••••••• S••• C• C•• U••••••••	common	$428,000	18,609	0.2%
M•••••••• C•••	common	$417,000	1,132	0.2%
V••••••• I•••• F•• V••••••• G••••• E•• F••••••• V••••••• I•••• T• V•••••	ETF	$367,000	4,323	0.2%
A•••• I••	common	$343,000	1,219	0.2%
V••••••• W•••• F• I•• T••• E••	ETF	$322,000	2,761	0.2%
N••••• C••••••••• C••	common	$311,000	1,594	0.2%

Changes between the last two quarters

Jun 30, 2026 ••• Locked sec.gov
Dec 31, 2024 ••• Locked sec.gov
Dec 31, 2024 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov
Jun 30, 2024 ••• Locked sec.gov

Real estate

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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

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No co-investor on the record.

Independent sponsor relationships

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No cited relationship to an independent sponsor. This office is also on the sponsor graph; see Elsewhere in DFX above.

Related entities

3show

Signals and timeline

14show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 14 events. 13F position changes are under Public stakes and holdings.

Sep 13, 2026Classification changed••• Lockedc•••••••••Factl•••••••••.com
Sep 11, 2026Office discovered••• LockedDiscoveryInferencea•••••••••.s••.gov
Mar 13, 2013Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 13, 2013Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 13, 2013Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 13, 2013Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 13, 2013Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Feb 15, 2023Private fund no longer reported••• LockedVehiclesFacta•••••••••.s••.gov
Feb 4, 2022Private fund no longer reported••• LockedVehiclesFacta•••••••••.s••.gov
Feb 4, 2022Private fund no longer reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 8, 2021Private fund no longer reported••• LockedVehiclesFacta•••••••••.s••.gov
Feb 28, 2019Private fund no longer reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 13, 2013Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov
Mar 13, 2013Private fund first reported••• LockedVehiclesFacta•••••••••.s••.gov

Sources and evidence

141show

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. 141 shown.

Score components

Freshness

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

Contactability

+40 n•••• d••••••••• (••• Locked)

+30 v••••••• b••••••• e••••• (4)

+20 v••••••• b••••••• p••••• (5)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 p•••••

+5 p••••• h•••••••

+10 r••••••••• r•••••

+20 i••••••••• s•••••• (6 sources)

Active deployment

no components; scored 0

Exists confidence

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

+20 w••••••

+30 i••••••••• s•••••• (6 sources)

+30 a•••••••••

Research priority

+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($388,847,133)

+8 m••••••••• o•••••

+10 F••• D• v••••••• l•••••

+5 o• a•••••• D•• g••••

+0 r••• (116)

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•••• (2.0)

Current activity confidence

+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••

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

External manager propensity

no components; scored 0

Direct investment propensity

no components; scored 0

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV admission signal	name	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV admission signal	name	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Latest Form ADV filing	2026-02-09	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 21, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 20, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 19, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 11, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private funds reported (latest Form ADV)	2	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private funds reported (latest Form ADV)	2	May 21, 2024	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Gross assets of its private funds	$60,749	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Gross assets of its private funds	$60,749	May 21, 2024	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Share of its funds owned by itself and related persons	N	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Inference
Share of its funds owned by itself and related persons	N	May 21, 2024	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Inference
Advisory services (Form ADV 5.G)	financial_planning,portfolio_management_individuals,portfolio_management_pooled_vehicles,portfolio_management_businesses_institutions	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV status	Approved	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
SEC status effective	2005-07-15	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	3	Sep 21, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	3	Sep 20, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	3	Sep 19, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	3	Sep 11, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Business phone	••• Locked	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
High net worth clients	67	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Client mix (Form ADV 5.D)	{"individuals":{"clients":11,"raum_usd":2982829,"fewer_than_5":false},"corporations":{"clients":11,"raum_usd":56132506,"fewer_than_5":false},"state_municipal":{	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Description	••• Locked	Sep 21, 2026	The office in its own words (description and investment thesis from its home, about, approach and criteria pages) l•••••••••.com	Fact
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Edgar forms	13F-HR,13F-HR/A,N-PX	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Employees	2	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Filing address	••• Locked	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-06-30	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-09-30	Sep 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-06-30	Jun 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	28	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	28	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	29	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	29	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	27	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	28	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	29	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	28	Sep 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	28	Jun 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$196M	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$171M	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$182M	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$183M	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$172M	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$157M	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$168M	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$159,146	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$159M	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$169M	Sep 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Form13f table v•••• usd	$159M	Jun 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Austin, TX	Jun 30, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Austin, TX	Mar 31, 2026	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Austin, TX	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Headquarters	Austin, TX	Dec 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Austin, TX	Sep 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Austin, TX	Jun 30, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Austin, TX	Mar 31, 2025	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Austin, TX	Dec 31, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Austin, TX	Sep 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Austin, TX	Jun 30, 2024	SEC F••• 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Investment thesis (stated)	••• Locked	Sep 21, 2026	The office in its own words (description and investment thesis from its home, about, approach and criteria pages) l•••••••••.com	Fact
Independent Sponsor Intelligence entity	L•• F••••• W••••• A•••••••• L••• (capital_provider)	Sep 21, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	L•• F••••• W••••• A•••••••• L••• (capital_provider)	Sep 20, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	L•• F••••• W••••• A•••••••• L••• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	L•• F••••• W••••• A•••••••• L••• (capital_provider)	Sep 12, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Independent Sponsor Intelligence entity	L•• F••••• W••••• A•••••••• L••• (capital_provider)	Sep 11, 2026	DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com	Fact
Legal form	Limited Partnership	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Office address	••• Locked	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Office type (stated)	multi_family_office “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) l•••••••••.com	Fact
Private equity funds	2	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private funds advised	2	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private fund gross assets	$60,749	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• accounts	94	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• hnw usd	$315M	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• usd	$389M	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Schedule a rows	5	Sep 11, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) r••••••.a•••••••••.s••.gov	Fact
Website	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) l•••••••••.com	Fact
Website	••• Locked	Feb 9, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.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