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.
F•••••• F••••• F••••••••• L••
Outsourced family office providerNot hand-verified in 180 days· Austin, TX
Outsourced family office provider, based in Austin, 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
- $321M
- Last deployment
- Aug 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
- +3new vehicles, 12 months
Its 27 Aug 2026 Form ADV added A••••• C•••••• P•••• L•• ($0.8M), P••••••••• L•• ($0.5M) and F• V•••••••• L•• ($0.3M).
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 60% · 43 observations · 2 sourcesShowHide
Outsourced family office providerNot yet hand-verified1 people · 0 investments · 0 public positions · 4 events
Why this class: registered adviser offering family office services among its advisory services ('family office services').
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 38% (low value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
- Classification
- Outsourced family office provider
- Description
- unknown
- Headquarters
- Austin, TX
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- f•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $321M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $321M as of Feb 24, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Apr 22, 2024 · 3 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: 48 ($10.5M); Pension plans: 2 ($8.9M); High net worth individuals: 73 ($302M)Fact
Classification history
- Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office services')Inference
Team1 people, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| R••••• L•• B••••• | Managing Member/chief Compliance Officer | Leadership | none on record |
Office contact points
Signals and timeline4show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.
- Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
- Aug 27, 2026Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Aug 27, 2026Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Aug 27, 2026Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
Investment mandateshow
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 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 |
|---|---|---|---|---|---|
| A••••• C•••••• P•••• L•• | Other Private Fund | $850,000 Aug 27, 2026 | 12% | Aug 27, 2026 to now | |
| P••••••••• L•• | Other Private Fund | $500,000 Aug 27, 2026 | 30% | Aug 27, 2026 to now | |
| F• V•••••••• L•• | Other Private Fund | $300,000 Aug 27, 2026 | 100% | Aug 27, 2026 to now |
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.
Related entities1show
Sources and evidence43show
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. 43 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (R••••• L•• B••••• (Managing Member/chief Compliance Officer))
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 w••••••
+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 w••••••
+20 i••••••••• s•••••• (2 sources)
Research priority
+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($321,016,870)
+0 r••• (1768)
Mandate confidence
no components; scored 0
Identity confidence
+60 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 43 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | Services description | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-02-24 | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | B••••• Strategies | F•••••• F••••• F••••••••• L•• | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | B••••• Strategies | F•••••• F••••• F••••••••• L•• | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | B••••• Strategies | F•••••• F••••• F••••••••• L•• | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | B••••• Strategies | F•••••• F••••• F••••••••• L•• | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other services (Form ADV) | FAMILY OFFICE SERVICES | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 3 | Aug 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $1.6M | Aug 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Share of its funds owned by itself and related persons | N | Aug 27, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Advisory services (Form ADV 5.G) | Financial planning, portfolio management individuals, other | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2024-04-22 | Feb 24, 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 | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 73 | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | Individuals: clients: 48; RAUM usd: 10,484,861; Fewer than 5: no; Pension plans: clients: 2; RAUM usd: 8,900,803; Fewer than 5: no; High net worth individuals… | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Employees | 3 | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Austin, TX | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Legal form | Limited Liability Company | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | ••• Locked | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds advised | 0 | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $0 | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Accounts (Form ADV) | 302 | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| HNW client assets (Form ADV) | $302M | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $321M | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 1 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Website | ••• Locked | Feb 24, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website status | unreachable | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website status | unreachable | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website status | unreachable | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website status | unreachable | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website status | unreachable | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
| Website status | unreachable | Sep 11, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com | Fact |
Not yet on record: direct investments, decision makers.