Family office profile

P••••••• P•••••• C••••••

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Chicago, IL (and Los Angeles)Family investment companyidentity confidence 85%Top 500 by research priorityp•••••••••.com

Why this class: family-led direct investment firm (P••••••• family legacy) that describes itself as a family-oriented investment firm with a long-duration capital base; it does not call itself a family office and manages an institutional team of 55+.

Verified Sep 11, 2026 (12 days ago)
Last observed Sep 22, 2026 · 41 observations · 3 sources
61 people · 8 investments · 0 public positions · 1 events
Direct investing
100
high
Private markets
70
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: external managers, sponsor-friendly, real estate, co-investment.

Overview
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Profile completeness 56% (high value, high value deep; the most valuable missing fact is fund relationships)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
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
Family investment company
Description
••• Locked
Headquarters
Chicago, IL (and Los Angeles)
Office address
unknown
Business phone
unknown
Website
p•••••••••.com
Year established
2002
Assets under management
unknown
Capital scale
Reported office AUM: unknown. No public number of any kind.
Classification history
  • Sep 12, 2026Family investment company 85%family-led direct investment firm (P••••••• family legacy) that describes itself as a family-oriented investment firm with a long-duration capital base; it does not call itself a family office and manages an institutional team of 55+Factverifiedp•••••••••.com••• Locked
Family and wealth origin
show
Family served
P••••••• family (T••• P•••••••)
Source of wealth
••• Locked
Operating company origin
unknown
Team
61 peopleshow
PersonTitleResponsibilityBusiness contactSource
A••••• A•••••Vice President, Servicesdirect i••••••••• · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
A•••••• C••••••Investment Partner - Servicesdirect i••••••••• · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
B••••••• B••••Principal, Servicesdirect i••••••••• · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
C•••• B•••••••Operating Partner, Manufactured Productsdirect i••••••••• · investment decisionsnone on record
C•••• T••••Investment Partner - Manufactured Productsdirect i••••••••• · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
E••• K•••••Investment Partner - Servicesdirect i••••••••• · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
T••••• C•••••••Investment Partner - Manufactured Productsdirect i••••••••• · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
A••••• A•••••Vice President – ServicesLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
A••••• E••••Vice President, Financial PerformanceLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
A••••• F••••••Vice President – ServicesLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
A••• E••••••Vice President – Manufactured ProductsLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
B••••••• B••••Principal – ServicesLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
B•••••• D••••Vice President, FinanceLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
B•••••• S••••Tax DirectorLeadership
financial services · Illinois (from the bio)
email: ••• Locked (verified by provider, Sep 12, 2026)
B••••• D•••••••••Vice President, Partner RelationsLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
C••••• C•••Operating Partner – CommercialLeadership
industrials, technology, financial services, transportation · Illinois, Washington (from the bio)
email: ••• Locked (verified by provider, Sep 12, 2026)
C•••• P•••Senior Associate, Partner RelationsLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
C•••• D•••••Human Capital ManagerLeadership
private equity · Illinois, Indiana, Wisconsin (from the bio)
none on record
C•••• B•••••••Operating Partner - Manufactured ProductsLeadershipnone on record
D•••• G••President and Head of OperationsLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
D••••• G•••••Operating Partner – Manufactured ProductsLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
K•••••• D••••Principal - Manufactured ProductsLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
K••••• P•••••Event ManagerLeadership
private equity · Colorado, Indiana, Midwest, Wisconsin (from the bio)
none on record
K•••••• K••••Vice President, OperationsLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
M•••••• K•••••Vice President – Operations and Strategic FinanceLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
M•••••• N•••••Managing Partner and Head of InvestingLeadership
direct investments · private equity, real estate · healthcare, technology, energy, financial services, media, transportation · Illinois, Iowa, Michigan (from the bio)
email: ••• Locked (verified by provider, Sep 12, 2026)
M••• M••••Principal – ServicesLeadership
financial services · Michigan, Pennsylvania (from the bio)
email: ••• Locked (verified by provider, Sep 12, 2026)
P•••••• H••••Vice President - Manufactured ProductsLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
P•••••• I•••Principal - Manufactured ProductsLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
R•••••• C•••••••Partner and Head of Global Strategic PartnershipsLeadership
direct investments · private equity · financial services · Arizona, Michigan, Wisconsin (from the bio)
email: ••• Locked (verified by provider, Sep 12, 2026)
S••••• Y••Principal, Human CapitalLeadership
direct investments · private equity · industrials, healthcare, business services, energy, financial services, agriculture, transportation · Michigan, Nebraska (from the bio)
email: ••• Locked (verified by provider, Sep 12, 2026)
S•••••• B••••Vice President - Manufactured ProductsLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
T•• B••••Senior Director, Chief Digital OfficerLeadership
technology, consumer, financial services · Michigan, Virginia (from the bio)
email: ••• Locked (verified by provider, Sep 12, 2026)
T••• P•••••••Co-Founder and ChairmanLeadership
email: ••• Locked (verified by provider, Sep 12, 2026)
T••• P••••••• familyCEO and Co-FounderLeadership · investment decisions
email: ••• Locked (verified by provider, Sep 12, 2026)
A••••• P••••Partner and Chief Financial OfficerOperations and financenone on record
B••• W•••Partner, Chief Operating Officer and General CounselOperations and finance
direct investments · private equity · technology, financial services · Minnesota, Missouri, Wisconsin (from the bio)
none on record
C•••• B••••••Assistant General Counsel, Chief Compliance and ESG OfficerOperations and financenone on record
C•••• B••••••Assistant General Counsel, Chief Compliance and ESG OfficerOperations and financenone on record
D•••• H•••••Chief Financial Officer – Operations GroupOperations and finance
industrials, energy, agriculture · Illinois, Michigan, Nebraska (from the bio)
none on record
E•••• B•••••••••Senior Finance AssociateOperations and finance
private equity, real estate · healthcare, financial services, transportation · Missouri, Texas, Wisconsin (from the bio)
none on record
E•••••••• K••ControllerOperations and finance
direct investments · private equity · financial services, transportation · Illinois, Indiana, Iowa, Michigan (from the bio)
none on record
L••• P•••••••••Legal & Compliance AssociateOperations and financenone on record
A••••• C••••Executive AssistantOthernone on record
A••••• K•••••••••AssociateOthernone on record
A••••• F•••••Executive AssistantOthernone on record
C•••••• M••••Executive AssistantOthernone on record
D••• W• T•••••••Executive AdvisorsOther
transportation · Louisiana, Michigan, Texas (from the bio)
none on record
D•••••• C•••••Senior AssociateOthernone on record
D••••• S•••••••AssociateOthernone on record
D•••••• N••••••AssociateOthernone on record
E••• L••Senior AssociateOthernone on record
H•••• B•••Executive AssistantOthernone on record
I•••• P••••••AssociateOthernone on record
J••• C••••••Head of TechnologyOthernone on record
K•••••• J••••••••AssociateOther
industrials, financial services · Washington (from the bio)
none on record
M•••• S••••••••Senior AssociateOthernone on record
M•••••• J••••AssociateOthernone on record
R••••• R••••••Executive AssistantOther
real estate · healthcare, consumer, business services, financial services, media, transportation · Illinois, Israel, Missouri, Wisconsin (from the bio)
none on record
S••• F•••••Executive AssistantOther
financial services · Illinois, Texas, Wisconsin (from the bio)
none on record
S•••• S••••Executive AssistantOthernone on record
Office contact points
Professional url: ••• Locked (published by the subject) p•••••••••.com
W••••••: ••• Locked (published by the subject) p•••••••••.com
Investment mandate
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••• Locked

Stated (their words, cited)
Sectors
••• Locked Fact p•••••••••.com
••• Locked
Ev low usd
$200M Fact p•••••••••.com
••• Locked
Ev high usd
$2.0B Fact p•••••••••.com
••• Locked
Asset classes
private equity Inference p•••••••••.com
••• Locked
Ebitda low usd
$15.0M Fact p•••••••••.com
••• Locked
Mandate stated
••• Locked Fact p•••••••••.com
••• Locked
Invests directly
yes Fact p•••••••••.com
••• Locked
Geography mandate
North America Fact p•••••••••.com
••• Locked
Check size low usd
$100M Fact p•••••••••.com
••• Locked
Control preference
primarily majority; substantial minority possible Fact p•••••••••.com
••• Locked
Check size high usd
$400M Fact p•••••••••.com
••• Locked
Observed (from the investment record)
States
NY (2), TN (2), TX (1), OH (1) Fact
Control
control (8) Fact
Sectors
food (4), financial services (1), industrial and environmental services (1), packaging (1), supply chain and distribution (1) Fact
Subsectors
food manufacturing (3), insurance brokerage (1), beverage (1), third-party logistics (1) Fact
Co investors
none Fact
Asset classes
private equity (8) Fact
Direct vs fund
Fund: 0 · Direct: 8 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
8 Fact
Investment kinds
acquisition (8) Fact
First and last deal
Last: unknown · First: unknown Fact
Lead vs participant
unknown (8) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
Inferred (regulatory shape and team)
Direct investment team
7 Inference
named professionals with this responsibility
Invests directly
yes
Allocates to managers
unknown
Asset classes
Private equity
Sectors
manufactured products, packaging, food, specialty industrial, business services, commercial and facility services, industrial and environmental services, supply chain and distribution, healthcare services, pharma services, dental services
Geography
North America
Check size
$100M to $400M
Direct investments
8 dealsshow
DateCompanyKindSectorRoleAmountWithSource
n/aL••••• S••••••Acquisitionfood / beverageunknown · controlunknownnone named
••• Locked
n/aN•••••••Acquisitionpackagingunknown · controlunknownnone named
••• Locked
n/aS•••• F•••• NYAcquisitionfood / food manufacturingunknown · controlunknownnone named
••• Locked
n/aM••••••• F•••• TNAcquisitionfood / food manufacturingunknown · controlunknownnone named
••• Locked
n/aC••• G••••••• • S•• TXAcquisitionfood / food manufacturingunknown · controlunknownnone named
••• Locked
n/aL••••• NYAcquisitionfinancial services / insurance brokerageunknown · controlunknownnone named
••• Locked
n/aK•••• L•••••••• TNAcquisitionsupply chain and distribution / third-party logisticsunknown · controlunknownnone named
••• Locked
n/aV•••••• E••••••••• S••••••• OHAcquisitionindustrial and environmental servicesunknown · controlunknownnone named
••• Locked
Investment vehicles (SEC Form D)
  • R••••••• I••• · shared principal · Jul 1, 2025 · via B•••••• D•••• Inference sec.gov
Fund and manager relationships
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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
show
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
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No co-investor on the record.
Independent sponsor relationships
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No cited relationship to an independent sponsor.
Related entities
1show
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

  • Jun 23, 2025New investment vehicle••• LockedVehiclesInferencesec.gov
Sources and evidence
41show

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. 41 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••••• (31)
Data confidence
+10 w••••••
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+20 i••••••••• s•••••• (2 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+15 d••••• i••••••••• o• r•••••
+2 F••• D• v••••••• l•••••
+0 r••• (173)
Mandate confidence
+70 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
+10 c•••• s••• s••••• ($100,000,000 to $400,000,000)
Identity confidence
+85 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (P••••••• family (T••• P•••••••))
Private markets propensity
+60 p•••••• m•••••• i••••••••• o•••••••
+10 s••••• p•••••• e•••••
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+70 o••••••• d••••• i••••••••• (8 on the record)
+25 s••••• d••••• i••••••••
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Asset classesprivate_equity
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comInference
Bios readbio-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Check size (high)$400M
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact
Check size (low)$100M
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact
Control preferenceprimarily majority; substantial minority possible
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact
Description••• Locked
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comInference
EBITDA (low)$15.0M
EBITDA in excess of $15 million
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact
Employees55
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact
Enterprise value (high)$2.0B
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact
Enterprise value (low)$200M
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact
Family servedP••••••• P•••••• familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Family servedP••••••• family (T••• P•••••••)
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact
Geographic mandateNorth America
Companies with headquarters based in North America
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact
HeadquartersChicago, IL (and Los Angeles)
With offices in Chicago and Los Angeles
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact
Investment thesis (stated)••• LockedSep 21, 2026The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) p•••••••••.comFact
Invests directlyyes
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact
Mandate (stated)••• Locked
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact
News readnews-fo-1Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Office type (stated)family_investment_company
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comInference
Sectors••• Locked
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Team page url••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Team page url••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Source of wealth••• Locked
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact
Website••• Locked
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Website readsite-fo-3Sep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Website statusunreachableSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Website title••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Website title••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Website title••• LockedSep 12, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Website title••• LockedSep 11, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Year established2,002
••• Locked
Sep 11, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact