A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

P••••• A•••• M••••••••• ••••• P•••• I•••••••••

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Dallas, TXFamily investment companyidentity confidence 80%p••••.com

Why this class: The family's own site (p••••.com) states that P••••• Asset Management, doing business as P•••• Investments, is a family investment firm; Wikipedia separately confirms R••• P•••• J•• chairs The P•••• Group, which manages the family's real estate, oil and gas, and financial interests..

Verified Sep 14, 2026 (4 days ago)
Last observed Sep 16, 2026 · 11 observations · 2 sources
29 people · 0 investments · 0 public positions · 1 events
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.

Overview
show
Profile completeness 34% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Family investment company
Description
P•••• | P•••• Investments
Headquarters
Dallas, TX
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 14, 2026Family investment company 80%The family's own site (p••••.com) states that P••••• Asset Management, doing business as P•••• Investments, is a family investment firm; Wikipedia separately confirms R••• P•••• J•• chairs The P•••• Group, which manages the family's real estate, oil and gas, and financial interests.Factverifiedxn--p-1hnaaa.com“P••••• A•••• M••••••••• ••••• P•••• I••••••••• is a family investment firm that partners with business owners and management teams to provide long-term capital ”
  • Sep 14, 2026Family investment company 75%H•••wood itself is the P•••• family's real estate operating/development company with no family-office-function language on its own site; the family's broader investment capital is managed by the separately named P••••• A•••• M••••••••• ••••• P•••• I•••••••••, which its own w•••••• describes as a family investment firm.Factverifiedxn--p-1hnaaa.com“P••••• A•••• M••••••••• ••••• P•••• I••••••••• is a family investment firm that partners with business owners and management teams to provide long-term capital ”
Family and wealth origin
show
Family served
P•••• family (R••• P•••• J••) family
Source of wealth
unknown
Operating company origin
unknown
Team
29 peopleshow
PersonTitleResponsibilityBusiness contactSource
B••• S•••••••Chief Investment Officer - P•••• Investments and President - P••••• Asset ManagementChief investment officer · investment decisions
email: b•••••••••@p••••.com (unverified)
A••••• L••••Portfolio ManagerDirect investments · investment decisions
email: a•••••••••@p••••.com (unverified)
C•••••• J••••••Investment AnalystDirect investments · investment decisions
email: c•••••••••@p••••.com (unverified)
D•••• R•••••••Investment TeamDirect investments · investment decisions
email: d•••••••••@p••••.com (unverified)
J••• W•••••Lead - Investment SettlementsDirect investments · investment decisions
email: j•••••••••@p••••.com (unverified)
J••• H•••Investment AnalystDirect investments · investment decisions
email: j••••••••@p••••.com (unverified)
L•••••• W•••••Lead - Investment SettlementsDirect investments · investment decisions
email: l•••••••••@p••••.com (unverified)
N•• K•••Portfolio ManagerDirect investments · investment decisions
email: n•••••••@p••••.com (unverified)
S••• S••••Investment AnalystDirect investments · investment decisions
email: s•••••••••@p••••.com (unverified)
V••••••• B••••••Portfolio ManagerDirect investments · investment decisions
email: v•••••••••@p••••.com (unverified)
C•••• P••••Technical Director - P••••• AviationLeadership
email: c•••••••••@p••••.com (unverified)
K•••• S•••••••••Managing DirectorLeadership
email: k•••••••••@p••••.com (unverified)
P•••••• R••••••Vice President of P••••• AviationLeadership
email: p•••••••••@p••••.com (unverified)
R••• M•••Technical Director - P••••• AviationLeadership
email: r••••••••@p••••.com (unverified)
R••• P•••• J••Chairman, The P•••• GroupLeadership
email: r•••••••••@p••••.com (unverified)
S•••••••• N••••Technical Director - P••••• AviationLeadership
email: s•••••••••@p••••.com (unverified)
S•••••• R••••••Vice President of P••••• AviationLeadership
email: s•••••••••@p••••.com (unverified)
S•••• B••••••Director and Senior AdvisorLeadership
email: s•••••••••@p••••.com (unverified)
B•••• R•••Chief Operating OfficerOperations and financenone on record
E•••• S••••Assistant ControllerOperations and financenone on record
E•• M•••••••Assistant ControllerOperations and financenone on record
H•••••• •••• D••••Accounting and OperationsOperations and financenone on record
I•• R•••VP & Corporate SecretaryOperations and financenone on record
J••••• F•••••Chief Financial OfficerOperations and financenone on record
J••••••• C••••General CounselOperations and financenone on record
K•••••• J••••••ControllerOperations and financenone on record
P•••• P•••••••Assistant ControllerOperations and financenone on record
J•••• M•••••Head of Public Markets and Chair of CricutOthernone on record
O••••• R•••••Executive AssistantOthernone on record
Office contact points
W••••••: p••••.com (published by the subject) xn--p-1hnaaa.com
Investment mandate
show
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 investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
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
show
Form 13F holdings
No 13F filing on the record for this office.
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
show
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.

  • Sep 14, 2026Classification changedP••••• A•••• M••••••••• ••••• P•••• I•••••••••: FAMILY_INVESTMENT_COMPANY -> FAMILY_INVESTMENT_COMPANY (The family's own site (p••••.com) states that P••••• Asset Management, doing business as P•••• Investments, is a family investment firm; Wikipedia separately confirms R••• P•••• J•• chairs The P•••• Group, which manages the family's real estate, oil and gas, and financial interests.)c•••••••••Factxn--p-1hnaaa.com
Sources and evidence
11show

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. 11 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (R••• P•••• J•• (Chairman, The P•••• Group); B••• S••••••• (Chief Investment Officer - P•••• Investments and President - P••••• Asset Management); S•••• B•••••• (Director and Senior Advisor))
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+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••••••
+0 r••• (1462)
Mandate confidence
no components; scored 0
Identity confidence
+80 c••••••••• (FAMILY_INVESTMENT_COMPANY (The family's own site (p••••.com) states that P••••• Asset Management, doing business as P•••• Investments, is a family investment firm; Wikipedia separately confirms R••• P•••• J•• chairs The P•••• Group, which manages the family's real estate, oil and gas, and financial interests.))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+40 f••••• n•••• (P•••• family (R••• P•••• J••) family)
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
DescriptionP•••• | P•••• InvestmentsSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--p-1hnaaa.comFact
Family servedR••• P•••• family family
“P••••• A•••• M••••••••• ••••• P•••• I••••••••• is a family investment firm that partners with business owners and management teams to provide long-term capital and support.”
n/aDFX analyst research (General-assisted, every claim URL-cited) xn--p-1hnaaa.comFact
Family servedP•••• family (R••• P•••• J••) family
“P••••• A•••• M••••••••• ••••• P•••• I••••••••• is a family investment firm that partners with business owners and management teams to provide long-term capital and support.”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) xn--p-1hnaaa.comFact
Office type (stated)family_investment_company
“P••••• A•••• M••••••••• ••••• P•••• I••••••••• is a family investment firm that partners with business owners and management teams to provide long-term capital and support.”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) xn--p-1hnaaa.comFact
Office type (stated)family_investment_company
“P••••• A•••• M••••••••• ••••• P•••• I••••••••• is a family investment firm that partners with business owners and management teams to provide long-term capital and support.”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) xn--p-1hnaaa.comFact
Site mentionsreal_estateSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--p-1hnaaa.comFact
Team page urlhttps://p••••.com/Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--p-1hnaaa.comFact
Team page urlhttps://p••••.com/Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--p-1hnaaa.comFact
Websitep••••.com
“office w•••••• p••••.com”
Sep 14, 2026DFX analyst research (General-assisted, every claim URL-cited) xn--p-1hnaaa.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--p-1hnaaa.comFact
Website titleHome | PEROTSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) xn--p-1hnaaa.comFact