DFX Intelligence
Family office profile
T••• H••••••• L•
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.
Cisco, TexasFamily investment companyidentity confidence 70%Top 500 by research priority
Why this class: T••• H••••••• is the W•••• family investment partnership controlled by Dan and Staci W•••• that holds large stakes in P•••••• and other energy companies and funds their H••••••• F•••••• F•••••••••..
Verified Sep 16, 2026 (7 days ago)
Last observed Sep 21, 2026 · 15 observations · 3 sources
3 people · 3 investments · 0 public positions · 5 events
Direct investing
60
high
Co-investment
100
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, private markets, sponsor-friendly, real estate.
Overviewshow
Profile completeness 56% (high value, high value deep; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Family investment company
- Description
- unknown
- Headquarters
- Cisco, Texas
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $228M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. Related foundation assets $228M. These are different facts and are never added together.
Classification history
- Sep 14, 2026Family investment company 70%T••• H••••••• is the W•••• family investment partnership controlled by Dan and Staci W•••• that holds large stakes in P•••••• and other energy companies and funds their H••••••• F•••••• F•••••••••.Factverifiedsec.gov“••• Locked”
- Sep 14, 2026Candidate 40%named on a family foundation's 990-PF as substantial contributor (H••••••• F•••••• F•••••••••)Inferenceapps.irs.gov“••• Locked”
Family and wealth originshow
- Family served
- W•••• family
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team3 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| M•••••• D• W•••• family | V••• P•••••••• o• I••••••••• T••• H••••••• L• a•• T••• M••••••••• L•• | direct i••••••••• · investment decisions | none on record | sec.gov Fact |
| D•• W•••• family | Sole member/manager of T••• Management LLC (general partner of T••• H••••••• L•) | Family principal · investment decisions | none on record | |
| D•• H• W•••• | Sole member, T••• Management LLC (general partner of T••• H••••••• L•) | Leadership | none on record |
Investment mandateshow
••• Locked
Stated (their words, cited)
- Sectors
- Oilfield services and shale/upstream energy Inference sec.gov“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- minority (2), majority (1) Fact
- Sectors
- oilfield services (3) Fact
- Subsectors
- none Fact
- Co investors
- F•••• H••••••• L• (1), ••• Locked (1) Fact
- Asset classes
- public equity (2), private credit / convertible (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 3 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 3 Fact
- Investment kinds
- equity (2), convertible notes (1) Fact
- First and last deal
- Last: 2022-05-01 · First: 2020-11-19 Fact
- Lead vs participant
- participant (2), lead (1) Fact
- Disclosed check sizes
- Max: $12.0M · Min: $12.0M · Count: 1 Fact••• Locked
Inferred (regulatory shape and team)
- Direct investment team
- 1 Inferencenamed professionals with this responsibility
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- Oilfield services and shale/upstream energy
- Geography
- unknown
- Check size
- unknown
Direct investments3 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| May 1, 2022 | P•••••• H•••••• C•••• | Equity | oilfield services | lead · majority | unknown | F•••• H••••••• L• (co investor), F••••• a•• J• A•• W•••• 2••• F••••• T•••• (co investor) | sec.gov Fact “••• Locked” |
| Jun 24, 2021 | U••• W••• S•••••••• I••• | Convertible notes | oilfield services | participant · minority | unknown | none named | sec.gov Fact “••• Locked” |
| Nov 19, 2020 | F•• I••••••••• I••• | Equity | oilfield services | participant · minority | $12.0M | none named | sec.gov Fact “••• Locked” |
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-investors2show
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities1show
Signals and timeline5show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 5 events. 13F position changes are under Public stakes and holdings.
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factsec.gov
- May 1, 2022Direct investment••• LockedDirect investmentsFactsec.gov
- Aug 11, 2021Portfolio add-on acquisition••• LockedDirect investmentsFactsec.gov
- Jun 24, 2021Direct investment••• LockedDirect investmentsFactsec.gov
- Nov 19, 2020Direct investment••• LockedDirect investmentsFactsec.gov
Sources and evidence15show
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. 15 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
Data confidence
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+12 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($228,141,054)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+9 d••••• i••••••••• o• r•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (92)
Mandate confidence
+30 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
+80 c••••••••• o• t•• r••••• (••• Locked)
+20 p••••••••• i• s••••••••• r•••••
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (W•••• family)
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
+45 o••••••• d••••• i••••••••• (3 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Decision rights | ••• Locked “••• Locked” | Sep 30, 2024 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family involvement | ••• Locked “••• Locked” | Jun 5, 2023 | DFX analyst research (General-assisted, every claim URL-cited) ir.pfholdingscorp.com | Fact |
| Family involvement | ••• Locked “••• Locked” | Jun 5, 2023 | DFX analyst research (General-assisted, every claim URL-cited) ir.pfholdingscorp.com | Fact |
| Family served | W•••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) ir.pfholdingscorp.com | Fact |
| Foundation contributor | H••••••• F•••••• F••••••••• | Dec 31, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Headquarters | Cisco, Texas “17018 IH 20, Cisco, TX 76437” | Jun 5, 2023 | DFX analyst research (General-assisted, every claim URL-cited) ir.pfholdingscorp.com | Fact |
| Legal entity | ••• Locked “••• Locked” | Jun 5, 2023 | DFX analyst research (General-assisted, every claim URL-cited) ir.pfholdingscorp.com | Fact |
| Office type (stated) | family_investment_company “••• Locked” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Sectors | Oilfield services and shale/upstream energy “••• Locked” | Oct 8, 2024 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Website search | not_found | Sep 21, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 19, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |