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R•• D••• W••••• M••••••••• L••

Outsourced family office providerTop 500· Memphis, TN

Outsourced family office provider, based in Memphis, TN.

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

Decision makers
1 of 21
The office's site, Form ADV Schedule A and filings
Regulatory AUM
$3.1B
Form ADV, Item 5.F
Last deployment
Jul 2026
The latest dated investment or commitment on record
Contact the CIOFind similar offices
1 export, up to 22 contact reveals
More
Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

What matters now

  1. +4
    new vehicles, 12 months

    Its 31 Jul 2026 Form ADV added R•• D••• O••••••••• F••• I• L• ($9.1M), R•• D••• B••••• F••• L• ($5.0M), R•• D••• O••••••••• F••• I• L• ($4.4M) and R•• D••• D•• L•• ($1.0M).

    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% · 119 observations · 6 sourcesShow
Outsourced family office providerVerified Sep 13, 2026 (10 days ago)21 people · 0 investments · 320 public positions · 98 events

Why this class: Red D••• is a Memphis wealth management RIA whose own site sells a multi-family office service to families with $25 million or more, alongside wealth management and strategic advisory..

Direct investing
15
moderate
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: external managers, sponsor-friendly, real estate, co-investment.

Profile completeness 53% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
How the office says it invests
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
Outsourced family office provider
Description
••• Locked
Headquarters
Memphis, TN
Office address
••• Locked
Business phone
••• Locked
Website
r•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $1.1B. Regulatory AUM $3.1B. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$3.1B as of Apr 29, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Mar 31, 2014 · 19 employeesFact
Client mix (Form ADV 5.D)
Individuals: 501 ($188M); Pension plans: 19 ($83.5M); High net worth individuals: 428 ($2.7B); Pooled investment vehicles: 7 ($133M)Fact
Private funds advised
7 (PE 5, VC n/a, hedge 1, real estate n/a), gross assets $133MFact
Form 13F
$1.1B across 320 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, 2026Outsourced family office provider 90%Red D••• is a Memphis wealth management RIA whose own site sells a multi-family office service to families with $25 million or more, alongside wealth management and strategic advisory.Factverifiedr•••••••••.com“••• Locked”
  • Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office and wealth planning services, advisory consult')Inference
Team
21 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
J••• P••••••• V•CIO/Founding MemberChief investment officer · investment decisions
phone: ••• Locked (published by the subject, Oct 16, 2024)
sec.gov Fact
C••••••••• W•••••••••Investment Banking Associate, Strategic AdvisoryDirect investments · investment decisionsnone on record
C••••• G•••••••••Wealth Advisor & Founding PartnerLeadershipnone on record
C••••• M••••••Wealth Advisor & Founding PartnerLeadershipnone on record
D••••• A••••Managing Director Strategic Advisory, PartnerLeadershipnone on record
Full team · 21 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
G••••••• G•••••• T•••••Wealth Advisor, PartnerLeadershipnone on record
J•••• J•••••Wealth Advisor, PartnerLeadershipnone on record
M••••• E•••••••Director of Client RelationsLeadershipnone on record
A••••• J••••Family Office ControllerOperations and financenone on record
A•• L••••Operations AssociateOperations and financenone on record
C••••• W•••••Chief Financial Officer & Founding PartnerOperations and financenone on record
J• S••••••••Wealth Advisor, Chief Operating Officer, PartnerOperations and financenone on record
K••••• H••••••Compliance & Operations AssociateOperations and financenone on record
N•••• M••••••••Wealth Advisor & Compliance AssociateOperations and financenone on record
P••••• K••••••••Family Office ControllerOperations and financenone on record
C•••••• P••••Wealth AdvisorOthernone on record
F••• H••••Client Service AssociateOthernone on record
H••••• W• K•••••Senior Client Service AssociateOthernone on record
H•••• W•••Wealth AdvisorOthernone on record
J•• C•••••Client Hospitality AssociateOthernone on record
L••• E•••••••Client Service AssociateOthernone on record
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) adviserinfo.sec.gov
W••••••: ••• Locked (published by the subject) r•••••••••.com
Signals and timeline
15show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 15 events. 13F position changes are under Public stakes and holdings.

Full timeline · 15 events
Investment mandate
show

••• 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
$962M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Private equity funds advised
5 Inference
Form ADV Item 7.B
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
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.
Its own private funds (Form ADV Schedule D 7.B.(1))
FundTypeGross asset valueRelated shareReportedForm D
R•• D••• P••••••• F••• L••Hedge Fund$51.8M
Jul 31, 2026
2%Mar 5, 2019 to now021-332796
R•• D••• E••••••Private Equity Fund$26.7M
Jul 31, 2026
4%Mar 9, 2023 to now021-472519
R•• D••• I•• F••• L••Private Equity Fund$26.4M
Jul 31, 2026
3%Mar 8, 2024 to now021-1963938
R•• D••• L•• L••Private Equity Fund$13.3M
Jul 31, 2026
6%Aug 13, 2021 to now021-409438
R•• D••• O••••••••• F••• I• L•Private Equity Fund$9.1M
Jul 31, 2026
7%Jul 31, 2026 to now021-8611
All 9 funds
FundTypeGross asset valueRelated shareReportedForm D
R•• D••• B••••• F••• L•Venture Capital Fund$5.0M
Jul 31, 2026
2%Jul 31, 2026 to now021-30154
R•• D••• O••••••••• F••• I• L•Other Private Fund$4.4M
Jul 31, 2026
6%Jul 31, 2026 to now
R•• D••• D•• L••Private Equity Fund$972,500
Jul 31, 2026
5%Jul 31, 2026 to now021-2063536
R• R••• E••••• I••••• F••• L•• · no longer reportedReal Estate Fund$0
Mar 1, 2024
0%Jun 30, 2021 to Mar 8, 2024021-1861085
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
40 positionsshow
Form 13F holdings

Top 40 positions of 320 for the quarter ended Jun 30, 2026; $788M shown of $1.1B reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
S••••• S•••••••• T•US LRG CAP ETF$56.5M1,920,1205.2%
N••••• C•••••••••COM$52.9M264,3774.8%
A•••• I••COM$44.9M155,1844.1%
D••• T••••••••• I••CL C$44.8M103,8144.1%
B•••••••• H••••••• I•• D••CL B NEW$42.0M83,9793.8%
A••••••• I••CAP STK CL C$40.6M114,9573.7%
2••• E•• S••••• T••••EAGL CAP SEL ETF$38.7M1,202,0853.5%
A••••• C•• I••COM$32.0M134,3972.9%
J••••••• C•••• • C•COM$27.5M84,1142.5%
M•••••••• C•••COM$27.1M72,5832.5%
All 40 positionslargest value first
IssuerClassValueSharesWeight
V••••••• I•••• F••S&P 500 ETF SHS$26.3M38,2902.4%
W•••••• I••COM$18.3M161,3181.7%
I•••••• T•CORE S&P500 ETF$17.1M22,8701.6%
V••• I••COM CL A$16.4M47,8861.5%
J• P• M••••• E••••••• T••••• F•ULTRA SHT MUNCPL$15.8M310,1801.4%
C••••• W•••••••• C•••••••••COM$15.7M16,7551.4%
M•••• • C• I••COM$15.1M117,1721.4%
M••• P•••••••• I••CL A$15.0M26,6061.4%
B••••••• I••COM$14.7M38,9091.3%
A••• H••• N•N Y REGISTRY SHS$14.4M7,2631.3%
I•••••• Q•• T•UNIT SER 1$14.0M19,0391.3%
B•••••• M•• C•••COM SHS$13.2M360,1991.2%
T•••••••• G•••• I••COM$12.4M9,3391.1%
T••••• S••••••••• M••••••SPONSORED ADS$12.4M25,9561.1%
A•••• I••COM$12.4M34,1111.1%
C•••••• C•••••••••COM$12.3M74,0131.1%
A••••• I••COM$12.2M48,4141.1%
H••• D•••• I••COM$11.6M32,9611.1%
A••••••• I••COM$11.5M3,6101.1%
C••••• C•••COM$11.2M65,9741.0%
Q••••••• I••COM$10.7M58,0851.0%
W•••• M••• I•• D••COM$9.7M43,6800.9%
A••••••• I••CAP STK CL A$9.7M27,2380.9%
U••••••••• G•••• I••COM$9.5M22,9670.9%
B••••••••• I••COM$9.1M77,4190.8%
S••••• S•••••••• T•US BRD MKT ETF$8.6M298,6510.8%
O•••••• A••••••••• I••COM$8.2M88,7040.7%
L••••••• M••••• C•••COM$7.9M15,4900.7%
S••••••• I••COM$7.8M17,5100.7%
D••• E••••• C••• N••COM NEW$7.7M61,1180.7%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
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All 25 changes
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  • Dec 31, 2025 ••• Locked sec.gov
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. This office is also on the sponsor graph; see Elsewhere in DFX above.
Related entities
show
Sources and evidence
119show

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. 119 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+17 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($3,085,696,189)
+10 F••• D• v••••••• l•••••
+5 o• a•••••• D•• g••••
+0 r••• (160)
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•••• (5.0)
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
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
View all 119 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAApr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalservices_d•••••••••Apr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-04-29Apr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)R•• D••• W••••• M••••••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)R•• D••• W••••• M••••••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)R•• D••• W••••• M••••••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)R•• D••• W••••• M••••••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)••• LockedApr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds reported (latest Form ADV)8Jul 31, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds reported (latest Form ADV)4Nov 14, 2024SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$138MJul 31, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Gross assets of its private funds$109MNov 14, 2024SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Share of its funds owned by itself and related personsNJul 31, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Share of its funds owned by itself and related personsNNov 14, 2024SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govInference
Advisory services (Form ADV 5.G)Financial planning, portfolio management individuals, pension consulting, otherApr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedApr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2014-03-31Apr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedApr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients428Apr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Individuals: clients: 501; RAUM usd: 187,994,299; Fewer than 5: no; Pension plans: clients: 19; RAUM usd: 83,514,131; Fewer than 5: no; High net worth…Apr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Description••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Employees19Apr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-09-30Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-06-30Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions320Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions307Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions290Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions292Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions275Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions238Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions227Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions217Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions197Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions195Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$1.1BJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$962MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$961MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$942MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$838MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$676MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$653MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$601MSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$567MJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$519MMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Hedge funds1Apr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersMemphis, TNJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMemphis, TNApr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersMemphis, TNMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMemphis, TNDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMemphis, TNSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMemphis, TNJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMemphis, TNMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMemphis, TNDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMemphis, TNSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMemphis, TNJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMemphis, TNMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Investment thesis (stated)••• LockedSep 21, 2026The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) r•••••••••.comFact
Independent Sponsor Intelligence entityR•• D••• W••••• M••••••••• L•• (capital_provider)Sep 21, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityR•• D••• W••••• M••••••••• L•• (capital_provider)Sep 20, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityR•• D••• W••••• M••••••••• L•• (capital_provider)Sep 12, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityR•• D••• W••••• M••••••••• L•• (capital_provider)Sep 12, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Independent Sponsor Intelligence entityR•• D••• W••••• M••••••••• L•• (capital_provider)Sep 11, 2026DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.comFact
Legal formLimited Liability CompanyApr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedApr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)Multi family officeSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Office type (stated)Outsourced family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) r•••••••••.comFact
Private equity funds5Apr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised7Apr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$133MApr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)4,471Apr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$2.7BApr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$3.1BApr 29, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Site mentionsPrivate equitySep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Website••• Locked
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) r•••••••••.comFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact
Website title••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) r•••••••••.comFact

Not yet on record: direct investments.