DFX Intelligence
Family office profile
S•••• I•••••••••
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Naples, FLSingle family office (probable)identity confidence 70%
Why this class: a filing by a third party describes it as a single family office (cited).
Verified Sep 21, 2026 (2 days ago)
Last observed Sep 21, 2026 · 13 observations · 3 sources
3 people · 0 investments · 0 public positions · 3 events
Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
Profile completeness 31% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Single family office (probable)
- Description
- ••• Locked
- Headquarters
- Naples, FL
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
Classification history
- Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
- Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth originshow
- Family served
- S•••• family
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team3 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| A•• S•••• family | Annual report signatory | Family principal | none on record | floridabulldog.org Fact |
| R•••••• L• ••••• S•••• | Founder | Leadership | none on record | floridabulldog.org Fact |
| R•••••• L• S•••• family | Chairman and Chief Executive Officer | Leadership | none on record | sec.gov Fact |
Investment mandateshow
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Signals and timeline3show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.
- Jan 2, 2018Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Jan 1, 2012Investment professional left••• Lockedp•••••Factfloridabulldog.org
Sources and evidence13show
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. 13 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
Data confidence
+10 d•••••••••
+10 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1171)
Mandate confidence
no components; scored 0
Identity confidence
+70 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•••• (S•••• 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
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Description | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | ••• Locked “••• Locked” | Sep 19, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Edgar fts discovery | family office | Jan 2, 2018 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family involvement | ••• Locked “••• Locked” | May 1, 2014 | DFX analyst research (General-assisted, every claim URL-cited) floridabulldog.org | Fact |
| Family served | S•••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) floridabulldog.org | Fact |
| Formation year | ••• Locked “said it was established in 1997” | May 1, 2014 | DFX analyst research (General-assisted, every claim URL-cited) floridabulldog.org | Fact |
| Former name | ••• Locked “••• Locked” | May 1, 2014 | DFX analyst research (General-assisted, every claim URL-cited) floridabulldog.org | Fact |
| Office type (stated) | single_family_office | Jan 2, 2018 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Satellite office | ••• Locked “••• Locked” | May 1, 2014 | DFX analyst research (General-assisted, every claim URL-cited) floridabulldog.org | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 19, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| 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 |