DFX Intelligence

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P••••••• O•••••••••

Family investment companyTop 500· Chicago, IL

Family investment company, based in Chicago, IL, with 65 direct investments on record.

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: 65
Decision makers: 1 of 36
Last deployment: 2024

Contact decision makers Find similar offices

1 export, up to 37 contact reveals

Direct investments (65)Mandate

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

What matters now

Jan 2024
latest direct deal
Latest direct deals: N•• M••••••• C•••••• R•••• F••••• I•• (direct lending, $340M check, led, Jan 2024), J•••••••• C••••• P••••••• C•• 2••• (middle-market lending, $345M check, led, Jan 2023) and O••• F•••• (broadband, Jan 2022). No newer direct deal is on record since 1 Jan 2024.
What it bought last is the best guide to what it will buy next, and to the check it writes.
Factannounced deals, press and filingsFor Founders and sponsors raising equityAll direct i••••••••• →
15 of 15
deals outside its stated list
Says it invests in container leasing, life sciences, health care among historical sectors, up to $300M per deal. 15 of its 15 sector-tagged deals sit in sectors that list does not name: healthcare services (4), financial services (2) and middle-market lending (2).
Its record is the better guide: pitch it on what it has done, not only on what it says.
Derivedits own w•••••• against its dated dealsFor Founders and sponsors raising equityMandate →

Readings, classification basis and verificationidentity confidence 85% · 174 observations · 5 sourcesShow

Family investment companyVerified Sep 16, 2026 (7 days ago)36 people · 69 investments · 0 public positions · 13 events

Why this class: The P••••••• O•••••••••'s own w•••••• confirms it deploys the P••••••• family's permanent capital base under successive family leadership (A.N., Jay, then T•• P•••••••) and explicitly states it is not a traditional family office, matching the SEC filing's d••••••••• as 'a family investment office.'.

Direct investing

high

External managers

high

Private markets

moderate

Sponsor-friendly

high

Co-investment

high

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: real estate.

Profile completeness 72% (high value, high value deep; the most valuable missing fact is aum evidence)

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

Overview

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How the office says it invests

“••• Locked”p•••••••••.com
“••• Locked”p•••••••••.com
“••• Locked”p•••••••••.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: Family investment company
Description: ••• Locked
Headquarters: Chicago, IL
Office address: unknown
Business phone: unknown
Website: p•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. No public number of any kind.

Classification history

Sep 15, 2026Family investment company 85%The P••••••• O•••••••••'s own w•••••• confirms it deploys the P••••••• family's permanent capital base under successive family leadership (A.N., Jay, then T•• P•••••••) and explicitly states it is not a traditional family office, matching the SEC filing's d••••••••• as 'a family investment office.'Factverifiedp•••••••••.com“••• Locked”
Sep 14, 2026Family investment company 70%a filing by a third party describes it as a family investment company (cited)Fact
Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference

Family and wealth origin

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Family served: T•• P••••••• family
Source of wealth: unknown
Operating company origin: unknown

Team

36 people, 1 with investment decisions, decision makers firstshow

Person	Title	Responsibility	Business contact	Source
T•• P••••••• family	Executive Chairman	Family principal · investment decisions	email: ••• Locked (verified by provider, Sep 16, 2026)	p•••••••••.com Fact
J••••• G••••••••	Chief Executive Officer	Leadership · investment decisions	email: ••• Locked (verified by provider, Sep 16, 2026)	p•••••••••.com Fact
H•••••• R•••	Chief of Staff	Operations and finance · investment decisions	none on record	p•••••••••.com Fact
J•• G•••••••	Chief Financial Officer	Operations and finance · investment decisions	none on record	p•••••••••.com Fact
A••• F•••	Managing Director	Leadership	email: ••• Locked (verified by provider, Sep 21, 2026)	p•••••••••.com Fact

Full team · 36 peopledecision makers first

Person	Title	Responsibility	Business contact	Source
A•••••••• A••••	Vice President	Leadership	email: ••• Locked (verified by provider, Sep 21, 2026)	p•••••••••.com Fact
B•••••• D••••	Principal	Leadership	email: ••• Locked (verified by provider, Sep 21, 2026)	p•••••••••.com Fact
C••• G•••••••	Office Manager	Leadership	email: ••• Locked (verified by provider, Sep 21, 2026)	p•••••••••.com Fact
J•••• S••••••	Managing Director	Leadership	email: ••• Locked (verified by provider, Sep 21, 2026)	p•••••••••.com Fact
J•••• P•••••••	Vice President	Leadership	email: ••• Locked (verified by provider, Sep 21, 2026)	p•••••••••.com Fact
J••••• F••••••••	Vice President	Leadership	email: ••• Locked (verified by provider, Sep 21, 2026)	p•••••••••.com Fact
J••••• G••••••••	Chief Executive Officer	Leadership	email: ••• Locked (verified by provider, Sep 16, 2026)	p•••••••••.com Fact
L•••• T•••••••	Managing Director	Leadership	email: ••• Locked (verified by provider, Sep 21, 2026)	p•••••••••.com Fact
N••• T•••••	Principal	Leadership	email: ••• Locked (verified by provider, Sep 21, 2026)	p•••••••••.com Fact
R•• S•••••••	Operating Partner	Leadership	email: ••• Locked (verified by provider, Sep 21, 2026)	p•••••••••.com Fact
T•• P•••••••	Executive Chairman	Leadership	email: ••• Locked (verified by provider, Sep 16, 2026)	p•••••••••.com Fact
B•••• N•••	Managing Director	Leadership	none on record	p•••••••••.com Fact
J•••• P•••••••	Vice Chairman	Leadership	none on record	p•••••••••.com Fact
E••• Z••••	Operations Executive	Operations and finance	none on record	p•••••••••.com Fact
J•• M••••••	Analyst	Operations and finance	none on record	p•••••••••.com Fact
J•• G•••••••	Chief Financial Officer	Operations and finance	none on record	p•••••••••.com Fact
N••• M•••••••••	VP of Finance	Operations and finance	none on record	p•••••••••.com Fact
A•••••• V•••••••	Associate	Other	none on record	p•••••••••.com Fact
H••••• M•••••••	Senior Executive Assistant / Accounts Payable Specialist	Other	none on record	p•••••••••.com Fact
H•••••• R•••	Chief of Staff	Other	none on record	p•••••••••.com Fact
J••••••• J••••••••	Senior Executive Assistant	Other	none on record	p•••••••••.com Fact
K••••• P••••	Associate	Other	none on record	p•••••••••.com Fact
M••••••• W•••	Senior Executive Assistant / Event Coordinator	Other	none on record	p•••••••••.com Fact
M••••••• C•••••	Executive Assistant	Other	none on record	p•••••••••.com Fact
M•• L••••••	Executive Assistant	Other	none on record	p•••••••••.com Fact
N••• P•••••••••	Associate	Other	none on record	p•••••••••.com Fact
P•••• H••••••	Associate	Other	none on record	p•••••••••.com Fact
P•••••• M••••••	Executive Assistant	Other	none on record	p•••••••••.com Fact
P•••• M•••	Associate	Other	none on record	p•••••••••.com Fact
S•••••• E•••••	Senior Executive Assistant	Other	none on record	p•••••••••.com Fact
V•••••• R•••	Senior Executive Assistant	Other	none on record	p•••••••••.com Fact

Office contact points

Business phone: ••• Locked (published by the subject) p•••••••••.com

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

Signals and timeline

13show

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

Apr 1, 2021Office discovered••• LockedDiscoveryFactsec.gov
Sep 15, 2026Classification changed••• Lockedc•••••••••Factp•••••••••.com
Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
Jan 1, 2024Fund commitment disclosed••• LockedFund relationshipsFactp•••••••••.com
Jan 1, 2023Fund commitment disclosed••• LockedFund relationshipsFactp•••••••••.com

Full timeline · 13 events

Jan 1, 2022Direct investment••• LockedDirect investmentsFactp•••••••••.com
Jan 1, 2022Direct investment••• LockedDirect investmentsFactp•••••••••.com
Jan 1, 2022Direct investment••• LockedDirect investmentsFactp•••••••••.com
Jan 1, 2019Fund commitment disclosed••• LockedFund relationshipsFactp•••••••••.com
Jun 1, 2014Portfolio exit••• LockedDirect investmentsFactp•••••••••.com
Jun 1, 2014Direct investment••• LockedDirect investmentsFactp•••••••••.com
Jan 1, 2014Fund commitment disclosed••• LockedFund relationshipsFactp•••••••••.com
Jan 1, 2014New investment vehicle••• LockedVehiclesFactp•••••••••.com

Investment mandate

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••• Locked

Stated (their words, cited)

Sectors: ••• Locked Fact p•••••••••.com
“••• Locked”
Invests directly: ••• Locked Fact p•••••••••.com
“••• Locked”
Control preference: Invests across control, minority, and partnership-oriented structures Fact p•••••••••.com
“••• Locked”
Allocates to managers: ••• Locked Inference p•••••••••.com
“••• Locked”

Observed (from the investment record)

States: none Fact
Control: unknown (67), minority (1), majority (1) Fact
Sectors: healthcare services (4), financial services (2), middle-market lending (2), broadband (2), industrial services (2), software (2), media and entertainment (1) Fact
Subsectors: none Fact
Co investors: C•••• O•• (1), G••• (1), S••••••• C•••••• P••••••• (1) Fact
Asset classes: credit (3), infrastructure (2), insurance (1), structured/hybrid capital (1) Fact
Direct vs fund: Fund: 4 · Direct: 65 · Real estate: 0 Fact
Sponsors backed: J•••••••• C••••• P••••••• (1), N•• M••••••• C•••••• (1), B•• S•••••• F•••••• G•••• (1) Fact
Investment count: 69 Fact
Investment kinds: portfolio listing (62), direct (4), credit (3) Fact
First and last deal: Last: 2024-01-01 · First: 2014-01-01 Fact
Lead vs participant: unknown (66), lead (3) Fact
Disclosed check sizes: Max: $1.0B · Min: $340M · Count: 4 Fact
••• Locked

Inferred (regulatory shape and team)

Nothing to infer from.

Invests directly: Operates 1902 Capital as its primary investment vehicle
Allocates to managers: Backs affiliated investment vehicles like 5• S••••••• and E•••••••• S•••••••
Asset classes: unknown
Sectors: Container leasing, life sciences, health care among historical sectors
Geography: unknown
Check size: $75.0M to $300M

Direct investments

57 dealsshow

Date	Company	Kind	Sector	Role	Amount	With	Source
Jan 1, 2022	O••• F••••	Direct	broadband	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Jan 1, 2022	C•••••••• F••••	Direct	broadband	unknown	unknown	C•••• O•• (co investor), G••• (co investor), S••••••• C•••••• P••••••• (co investor)	p•••••••••.com Fact “••• Locked”
Jun 1, 2014	G••••••••• H••••••• L•••	Direct	reinsurance	unknown	$570M	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	W•••• L••••• I••••••• G••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	W••• W•••• P•••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	U•••	Portfolio listing	software	unknown	unknown	none named	p•••••••••.com Inference “••• Locked”
Date not disclosed	T••••• I•••••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	T•••••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	T•••••••• E•••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	S••••••• W••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”

All 57 investmentsmost recent first

Date	Company	Kind	Sector	Role	Amount	With	Source
Date not disclosed	S••••••• T••••• S••••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	S••••••• C••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	S••••••• P••• C•••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	R•••• C•••••••• C••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	P•••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	O••• L••••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	M•••• C•••••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	M•••••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	L••• D•••••• C••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	I•••••••• B•••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	I••••••• T•••••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	H••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	G••••••••• H••••••• L•••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	G•••• V••••••• C•••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	F••••••• F•••• W•••• C••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	F••••••••	Portfolio listing	financial services	unknown	unknown	none named	p•••••••••.com Inference “••• Locked”
Date not disclosed	C•••• W•••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	C••••• L••• I•••••••• C••••••	Portfolio listing	financial services	unknown	unknown	none named	p•••••••••.com Inference “••• Locked”
Date not disclosed	A•••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	Z•••••	Portfolio listing	healthcare services	unknown	unknown	none named	p•••••••••.com Inference “••• Locked”
Date not disclosed	W••••••••• F••••• O•••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	V•••••••• I••••••••• P•••••••••	Portfolio listing	software	unknown	unknown	none named	p•••••••••.com Inference “••• Locked”
Date not disclosed	V• L•••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	U• F••••••••	Portfolio listing	healthcare services	unknown	unknown	none named	p•••••••••.com Inference “••• Locked”
Date not disclosed	S••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	S•••• H••••• S••••••• G••••	Portfolio listing	healthcare services	unknown	unknown	none named	p•••••••••.com Inference “••• Locked”
Date not disclosed	•••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	N••••• R•••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	N•••••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	M•• H•••••••	Portfolio listing	industrial services	unknown	unknown	none named	p•••••••••.com Inference “••• Locked”
Date not disclosed	M••• F••••• o• B•••••	Portfolio listing	automotive services	unknown	unknown	none named	p•••••••••.com Inference “••• Locked”
Date not disclosed	M••••••• B•••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	L••••• C•••••••••	Portfolio listing	manufacturing	unknown	unknown	none named	p•••••••••.com Inference “••• Locked”
Date not disclosed	K••••• • F•••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	K•• B•••••	Portfolio listing	consumer	unknown	unknown	none named	p•••••••••.com Inference “••• Locked”
Date not disclosed	G•••• P•••••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	F••••••• P••••	Portfolio listing	energy	unknown	unknown	none named	p•••••••••.com Inference “••• Locked”
Date not disclosed	F••••••• M••••	Portfolio listing	media and entertainment	unknown	unknown	none named	p•••••••••.com Inference “••• Locked”
Date not disclosed	E•••••••• S•••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	D•••••• f•• H•••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	D••• I••••••	Portfolio listing	healthcare services	unknown	unknown	none named	p•••••••••.com Inference “••• Locked”
Date not disclosed	D••••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	C•••• H••••••••• L•••••• S•••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	C•••••••• F••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	B•••••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	5• S•••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”
Date not disclosed	2••• C••••••	Portfolio listing	unknown	unknown	unknown	none named	p•••••••••.com Fact “••• Locked”

Fund and manager relationships

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N•• M••••••• C•••••• R•••• F••••• I•• Credit · Jan 1, 2024 · $340M p•••••••••.com
J•••••••• C••••• P••••••• C•• 2••• Credit · Jan 1, 2023 · $345M p•••••••••.com
B•• S•••••• F•••••• G•••• C•• p•••••• Credit · Jan 1, 2019 · $1.0B p•••••••••.com
2••• C•••••• Direct · Jan 1, 2014 · amount unknown p•••••••••.com

Public stakes and holdings

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Form 13F holdings

No 13F filing on the record for this office.

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

6show

Counterparty	Kind	Shared deals	First, last	Examples	Source
N•• M••••••• C••••••	independent sponsor (sponsor)	1	Jan 1, 2024	N•• M••••••• C•••••• R•••• F••••• I••	p•••••••••.com
J•••••••• C••••• P•••••••	independent sponsor (sponsor)	1	Jan 1, 2023 (historical)	J•••••••• C••••• P••••••• C•• 2•••	p•••••••••.com
S••••••• C•••••• P•••••••	organisation	1	Jan 1, 2022 (historical)	C•••••••• F••••	p•••••••••.com
C•••• O••	organisation	1	Jan 1, 2022 (historical)	C•••••••• F••••	p•••••••••.com
G•••	organisation	1	Jan 1, 2022 (historical)	C•••••••• F••••	p•••••••••.com

All 6 co-investorsmost shared deals first

Counterparty	Kind	Shared deals	First, last	Examples	Source
B•• S•••••• F•••••• G••••	independent sponsor (sponsor)	1	Jan 1, 2019 (historical)	B•• S•••••• F•••••• G•••• C•• p••••••	p•••••••••.com

S••••••• C•••••• P••••••• Jan 1, 2022 recurring (2) Fact p•••••••••.com
G••• Jan 1, 2022 recurring (2) Fact p•••••••••.com
C•••• O•• Jan 1, 2022 recurring (2) Fact p•••••••••.com
S••••••• C•••••• P••••••• Jan 1, 2022 recurring (2) Fact p•••••••••.com
G••• Jan 1, 2022 recurring (2) Fact p•••••••••.com

All 6 co-investment links

C•••• O•• Jan 1, 2022 recurring (2) Fact p•••••••••.com

Independent sponsor relationships

6show

N•• M••••••• C•••••• Backed · Jan 1, 2024 Fact p•••••••••.com
N•• M••••••• C•••••• Backed · Jan 1, 2024 Fact p•••••••••.com
J•••••••• C••••• P••••••• Backed · Jan 1, 2023 Fact p•••••••••.com
J•••••••• C••••• P••••••• Backed · Jan 1, 2023 Fact p•••••••••.com
B•• S•••••• F•••••• G•••• Backed · Jan 1, 2019 Fact p•••••••••.com

All 6 sponsors

B•• S•••••• F•••••• G•••• Backed · Jan 1, 2019 Fact p•••••••••.com

Related entities

show

Sources and evidence

174show

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. 174 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••••• (14)

+10 v••••••• b••••••• p••••• (1)

Data confidence

+10 w••••••

+10 d•••••••••

+10 s••••• m••••••

+10 p•••••

+15 i•••••••••

+20 i••••••••• s•••••• (4 sources)

Active deployment

no components; scored 0

Exists confidence

+20 w••••••

+30 i••••••••• s•••••• (4 sources)

+30 a•••••••••

Research priority

+15 s••••• f••••• o• f••••• i••••••••• c••••••

+15 d••••• i••••••••• o• r•••••

+10 i••••••••• s•••••• r•••••••••

+0 r••• (66)

Mandate confidence

+70 m•••••• s•••••••• b• o••••••• i•••••••••

+20 s••••• m•••••• o• t•• r•••••

Identity confidence

+85 c••••••••• (••• Locked)

Real estate propensity

no components; scored 0

Co investment propensity

+80 c••••••••• o• t•• r••••• (••• Locked)

Family identity confidence

+40 f••••• n•••• (T•• P••••••• family)

+20 f••••• p•••••••• o• s••••

Private markets propensity

+30 p•••••• m•••••• i••••••••• o•••••••

Current activity confidence

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

External manager propensity

+60 f••• o• m•••••• r•••••••••

Direct investment propensity

+70 o••••••• d••••• i••••••••• (65 on the record)

Independent sponsor propensity

+80 s•••••• r••••••••• o• t•• r••••• (••• Locked)

View all 174 observations

Fact	Value	Effective	Source	Class
Allocates to managers	••• Locked “••• Locked”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.com	Inference
Asset allocation stated	••• Locked “••• Locked”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.com	Fact
Aum stated	••• Locked “••• Locked”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.com	Fact
Check size (high)	$300M	Sep 23, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Check size (low)	$75.0M	Sep 23, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Control preference	Invests across control, minority, and partnership-oriented structures “including control, minority, and partnership-oriented i•••••••••”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.com	Fact
Description	••• Locked “••• Locked”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.com	Fact
EBITDA (high)	$150M	Sep 23, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
EBITDA (low)	$10.0M	Sep 23, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Edgar fts discovery	family investment office, family office	Apr 1, 2021	SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov	Fact
Enterprise value (low)	$100M	Sep 23, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Family involvement	••• Locked “••• Locked”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.com	Fact
Family served	T•• P••••••• family “••• Locked”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.com	Fact
Formation year	••• Locked “••• Locked”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.com	Fact
Former name	P••••••• & P••••••• (law firm) “••• Locked”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.com	Fact
Former name	••• Locked “••• Locked”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.com	Fact
Investment committee	••• Locked “••• Locked”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.com	Fact
Investment thesis (stated)	••• Locked	Sep 21, 2026	The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) p•••••••••.com	Fact
Invests directly	••• Locked “1902 Capital”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.com	Fact
Office type (stated)	Family investment company	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Office type (stated)	Family investment company	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Office type (stated)	Family investment company	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Office type (stated)	Family investment company	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Office type (stated)	Family investment company “••• Locked”	Sep 15, 2026	DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.com	Fact
Office type (stated)	Family investment company	Apr 1, 2021	SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov	Fact
Portfolio listed	B•••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	2••• C••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	5• S•••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	C•••••••• F••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	C•••• H••••••••• L•••••• S•••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	D•••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	D••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	D••• I••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	D•••••• f•• H•••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	E•••••••• S•••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	F••••••• M••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	F••••••• P••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	G•••• P•••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	H••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	K•• B•••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	K••••• • F•••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	L••••• C•••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	M•••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	M••••••• B•••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	M••• F••••• o• B•••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	M•• H•••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	N•••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	N••••• R•••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	Steward Partners	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	S•••• H••••• S••••••• G••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	Stv	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	T•••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	T•• I•••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	U• F••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	V• L•••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	V•••••••• I••••••••• P•••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	W••••••••• F••••• O•••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	Z•••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	Z•••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	A•••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	C••••• L••• I•••••••• C••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	C•••• W•••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	F••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	F••••••• F•••• W•••• C••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	G•••• V••••••• C•••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	G••••••••• H••••••• Ltd	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	H••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	I••••••• T•••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	I•••••••• B•••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	L••• D•••••• C••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	M•••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	M•••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	M•••• C•••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	O••• L••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	P•••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	R•••• C•••••••• C••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	S••••••• P••• C•••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	S••••••• C••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	S••••••• T••••• S••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	S••••••• W••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	T•••••••• E•••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	T•••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	T•••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	T••••• I•••••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	U•••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	W••• W•••• P•••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	W•••• L••••• I••••••• G••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	53S•••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	P•••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	L••• D•••••• C••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	Stv	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	B•••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	M•••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	U• F••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	D••• I••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	T••••• I•••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	M••••••• B•••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	H••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	Steward Partners	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	Z•••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	A•••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	I•••••••• B•••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	T•• I•••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	C•••• H••••••••• L•••••• S•••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	T•••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	W••••••••• F••••• O•••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	S••••••• W••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	5• S•••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	U•••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	G•••• P•••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	Z•••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	C•••• W•••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	O••• L••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	R•••• C•••••••• C••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	N••••• R•••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	L••••• C•••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	F••••••• P••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	S••••••• C••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	F••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	G••••••••• H••••••• Ltd	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	N•••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	T•••••••• E•••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	M•• H•••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	D•••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	S••••••• P••• C•••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	H••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	C••••• L••• I•••••••• C••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	G•••• V••••••• C•••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	D•••••• f•• H•••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	M•••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	T•••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	F••••••• F•••• W•••• C••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	M•••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	E•••••••• S•••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	2••• C••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	F••••••• M••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	W•••• L••••• I••••••• G••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	V• L•••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	C•••••••• F••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	W••• W•••• P•••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	T•••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	D••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	53S•••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	M•••• C•••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	I••••••• T•••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	M••• F••••• o• B•••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	V•••••••• I••••••••• P•••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	K•• B•••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	S•••• H••••• S••••••• G••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	K••••• • F•••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio listed	S••••••• T••••• S••••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio page url	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Portfolio page url	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Real estate strategy	••• Locked “••• Locked”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.com	Fact
Sectors	••• Locked “••• Locked”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.com	Fact
Site mentions	Private equity	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Site mentions	Private equity	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Site mentions	Private equity	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Site mentions	Private equity	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Team page url	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Team page url	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Team page url	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Team page url	••• Locked	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website	••• Locked “••• Locked”	Sep 15, 2026	DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.com	Fact
Website	••• Locked	Sep 15, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) p•••••••••.com	Inference
Website read	site-fo-3	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website read	site-fo-3	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website read	site-fo-3	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website read	site-fo-3	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website search	Not found	Sep 14, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference
Website title	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website title	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website title	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact
Website title	••• Locked	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.com	Fact

Not yet on record: capital scale.