DFX Intelligence

The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

I••••••••• F••••• O•••••• L••

Outsourced family office provider· Houston, TX

Outsourced family office provider, based in Houston, 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

Team (1)Mandate

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

Why this matters

2 published business contact points are on record, each with its source.
Contact points 2

Readings, classification basis and verificationidentity confidence 70% · 30 observations · 3 sourcesShow

Outsourced family office providerVerified Sep 23, 2026 (today)1 people · 0 investments · 0 public positions · 2 events

Why this class: Registered adviser (I••••••••• Capital, Houston) selling wealth management and family office services and OCIO to client families..

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, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 31% (low value, medium; the most valuable missing fact is direct investments)

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

Overview

show

Classification: Outsourced family office provider
Description: unknown
Headquarters: Houston, TX
Office address: ••• Locked
Business phone: ••• Locked
Website: i•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. No public number of any kind.
SEC registration: RIA since Jun 3, 2019 · 4 employeesFact

Classification history

Sep 23, 2026Outsourced family office provider 70%Registered adviser (I••••••••• Capital, Houston) selling wealth management and family office services and OCIO to client families.Factverifiedi•••••••••.com“••• Locked”
Sep 12, 2026Candidate 50%registered adviser named as a family office; client mix not reportedInference

Team

1 people, decision makers firstshow

Person	Title	Responsibility	Business contact	Source
A••••• T•••••••••	Managing Member & Chief Compliance Officer	Leadership	none on record	reports.adviserinfo.sec.gov Fact

Office contact points

Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov

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

Website: ••• Locked (published by the subject) i•••••••••.com

Signals and timeline

2show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.

Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
Sep 23, 2026Classification changed••• Lockedc•••••••••Facti•••••••••.com

Investment mandate

show

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)

Nothing to infer from.

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.

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

5show

Sources and evidence

30show

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. 30 shown.

Score components

Freshness

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

Contactability

+15 n•••• d••••••••• (••• Locked)

+10 v••••••• b••••••• p••••• (1)

+10 o••••• a••••••

Data confidence

+10 p•••••

+10 r••••••••• r•••••

+10 i••••••••• s•••••• (2 sources)

Active deployment

no components; scored 0

Exists confidence

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

+20 i••••••••• s•••••• (2 sources)

Research priority

+3 c••••••••• i••••••• u•••••••••

+2 n• w•••••• k•••• •••••••• w•••• f••• o•••

+0 r••• (2193)

Mandate confidence

no components; scored 0

Identity confidence

+50 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

+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

View all 30 observations

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	Name, services description	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-03-25	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	I••••••••• 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)	I••••••••• 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)	I••••••••• 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)	I••••••••• F••••• O•••••• L••	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other services (Form ADV)	FAMILY OFFICE SERVICES	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Advisory services (Form ADV 5.G)	Financial planning, other	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2019-06-03	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	2	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	2	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	2	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	2	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	••• Locked	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Employees	4	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Houston, TX	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Legal form	Limited Liability Company	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	••• Locked	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office type (stated)	Outsourced family office “••• Locked”	Sep 23, 2026	DFX analyst research (General-assisted, every claim URL-cited) i•••••••••.com	Fact
Private funds advised	0	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$0	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	0	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$0	Mar 25, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	5	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov	Fact
Website	••• Locked “••• Locked”	Sep 23, 2026	DFX analyst research (General-assisted, every claim URL-cited) i•••••••••.com	Fact
Website search	Not found	Sep 16, 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, capital scale, last deployment.