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P•• F••••• O•••••• L••

Multi-family office· Plano, TX

Multi-family office, based in Plano, TX, with 1 direct investment on record.

Composed from this office's classification, location and record.

Direct investments
1
Deal announcements, Form D and filings
Regulatory AUM
$144M
Form ADV, Item 5.F
Last deployment
Jul 2026
The latest dated investment or commitment on record
Contact the teamFind similar offices
1 export, up to 7 contact reveals
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Direct investments (1)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 90% · 90 observations · 6 sourcesShow
Multi-family officeVerified Sep 13, 2026 (9 days ago)6 people · 1 investments · 114 public positions · 6 events

Why this class: P•• F••••• O••••• was formed by four families and now serves a few dozen families..

Direct investing
15
moderate

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, co-investment.

Profile completeness 63% (high value, high value deep; the most valuable missing fact is wealth origin)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Multi-family office
Description
unknown
Headquarters
Plano, TX
Office address
••• Locked
Business phone
••• Locked
Website
p•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $109M. Regulatory AUM $144M. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$144M as of Jan 27, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Aug 16, 2024 · 2 employeesFact
Client mix (Form ADV 5.D)
Individuals: 42 ($11.9M); High net worth individuals: 35 ($132M)Fact
Form 13F
$109M across 114 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 13, 2026Multi-family office 90%P•• F••••• O••••• was formed by four families and now serves a few dozen families.Factverifiedp•••••••••.com“••• Locked”
  • Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Team
6 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
W•••••• F• B••••Executive DirectorLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
phone: ••• Locked (published by the subject, Jul 16, 2026)
sec.gov Fact
W•••••• F••••••• B••••Chief Executive Officer OfficerLeadership
email: ••• Locked (verified by provider, Sep 15, 2026)
J•••• W•••CEOLeadershipnone on record
M•••••• J•••••••Executive DirectorLeadershipnone on record
R•••••• A•••••Financial DirectorLeadershipnone on record
Full team · 6 peopledecision makers first
PersonTitleResponsibilityBusiness contactSource
V••••• P•••••••Marketing ManagerLeadershipnone on record
Office contact points
Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov
Business phone: ••• Locked (published by the subject) p•••••••••.com
Office address: ••• Locked (published by the subject) adviserinfo.sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) p•••••••••.com
W••••••: ••• Locked (published by the subject) adviserinfo.sec.gov
Signals and timeline
2show

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

Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
States
none Fact
Control
unknown (1) Fact
Sectors
none Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
none Fact
Direct vs fund
Fund: 0 · Direct: 1 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
1 Fact
Investment kinds
portfolio listing (1) Fact
First and last deal
Last: unknown · First: unknown Fact
Lead vs participant
unknown (1) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
Inferred (regulatory shape and team)
Public equity book
$89.6M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
1 dealsshow
DateCompanyKindSectorRoleAmountWithSource
Date not disclosedS••• m•••Portfolio listingunknownunknownunknownnone named
p•••••••••.com Fact
“••• Locked”
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 114 for the quarter ended Jun 30, 2026; $74.3M shown of $109M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
C••••••• S••••• P••• T••• G•COM$4.1M76,7323.8%
C•••••• S•••••••• T•••• R•••COM SH BEN INT$3.3M162,3403.1%
B•••••••• S•••••• • T•••••••SHS$3.3M64,5883.0%
J• P• M••••• E••••••• T••••• F•N••••• EQT P•••$3.1M50,4642.9%
G••••• X• F••NASDQ 100 CVRDGW$3.0M99,5722.8%
G••••• X• F••INFORMATION TEC$2.8M66,1662.6%
P•••••••• T•N••••• 100 H•••$2.7M53,3282.5%
N••••• C•••••••••COM$2.4M11,9662.2%
J• P• M••••• E••••••• T••••• F•EQUITY P•••IUM$2.3M40,4322.1%
E•••• V•••• T•• A••• D•• I••COM$2.3M82,3102.1%
All 40 positionslargest value first
IssuerClassValueSharesWeight
A•••• D••••••••• E••••• F•COM$2.1M84,1042.0%
N••••• S•• 5•• D•••••• O••••COM$2.1M111,8522.0%
P•••••••• T•S&P 500 H••• ETF$1.9M39,9581.8%
E•••• V•••• E••••••• E•••••COM$1.9M86,7551.8%
N••••• N••••• 1•• D•••••• O•COM SHS$1.9M60,8391.7%
G••••• X• F••S&P 500 COVERED$1.7M60,3471.6%
B•••••••• S•••••• • T•••••••SHS BEN INT$1.7M57,7991.6%
E•••• V•••• T••••••••• D•••COM$1.7M117,1151.6%
E•••• V•••• E••••••• E•••••COM$1.7M84,5021.5%
B•••••••• D••• S••••••••• F•COM NEW$1.6M168,1461.5%
L•••••• A•• S••• E••••• F•SH BEN INT$1.6M276,0481.5%
G••••• X• F••N••••• 100 COVER$1.6M85,3701.5%
E•••• V•••• T••••••••• B•••COM$1.6M104,4401.4%
C•••••• D•••••• C••• • I••••COM$1.5M58,7741.4%
I•••••• Q•• T•UNIT SER 1$1.5M1,9891.4%
G••••• X• F••S&P 500 COVERED$1.5M35,6891.3%
C•••• • S••••• I•••••••••COM$1.4M51,4531.3%
B•••••••• E••••••• L•••• C••COM$1.4M52,7951.3%
G•••••• S•••• E•• T•NASDA 100 ETF$1.3M22,7321.2%
C•••••• C••• O••••••••• •SH BEN INT$1.3M100,3031.2%
F•••• T• E••••••• E•••••COM$1.3M58,4601.2%
C•••••• C••• • H••• I••••• F•COM SHS$1.3M91,9041.2%
V••••• D••••••••• I••• • C•COM$1.2M43,6371.1%
G••••••••• S•••••••• O••••••COM SBI$1.2M112,5941.1%
E•••• V•••• T•• M•••• B•• W•COM$1.2M77,7411.1%
N••• E•• T••••N••••• 100 H•••$1.2M20,8771.1%
E•••• V•••• T• A•• G••• D••COM$1.2M49,6671.1%
L•••••• A••••••• G••••• F• I•COM$1.1M197,8541.0%
T•••••••• I••• B•••••• O•• T•COM$1.1M48,0951.0%
R••••• U••• I••••• F•COM SH BEN INT$1.1M25,9481.0%
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
1show
Sources and evidence
90show

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. 90 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• e••••• (2)
+20 v••••••• b••••••• p••••• (3)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+15 i•••••••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (6 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (6 sources)
+30 a•••••••••
Research priority
+11 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($144,001,478)
+8 m••••••••• o•••••
+3 d••••• i••••••••• o• r•••••
+0 r••• (633)
Mandate confidence
+10 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+90 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 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 o••••••• d••••• i••••••••• (1 on the record)
Independent sponsor propensity
no components; scored 0
View all 90 observations
FactValueEffectiveSourceClass
Form ADV firm typeRIAJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-01-27Jan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)P•• F••••• O•••••• L••Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)P•• F••••• O•••••• L••Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)P•• F••••• O•••••• L••Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)P•• F••••• O•••••• L••Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)Financial planning, portfolio management individuals, portfolio management businesses institutions, selection of other advisersJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2024-08-16Jan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone••• LockedJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients35Jan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D)Individuals: clients: 42; RAUM usd: 11,881,318; Fewer than 5: no; High net worth individuals: clients: 35; RAUM usd: 132,120,160; Fewer than 5: noJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Employees2Jan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address••• LockedJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions114Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions100Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions97Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions98Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$109MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$89.6MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$86.5MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$89.5MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPlano, TXJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPlano, TXMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPlano, TXJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersPlano, TXDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersPlano, TXSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address••• LockedJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office type (stated)Multi family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) p•••••••••.comFact
Portfolio listedS••• m•••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Portfolio listedS••• m•••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Portfolio page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Portfolio page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Private funds advised0Jan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Jan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Accounts (Form ADV)296Jan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HNW client assets (Form ADV)$132MJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Regulatory AUM (Form ADV)$144MJan 27, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows2Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Site mentionsPrivate equity, real estateSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Site mentionsPrivate equity, real estateSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Site mentionsPrivate equity, real estateSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Site mentionsPrivate equity, real estateSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) 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
Website••• LockedSep 15, 2026DFX model output (c••••••••• rules, scores, mandates, matches) p•••••••••.comInference
Website••• Locked
“••• Locked”
Sep 13, 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 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Website title••• LockedSep 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 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact

Not yet on record: decision makers.