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J••••• C••••••••

Family investment company

Family investment company.

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

Direct investments
Not established
Decision makers
1
The office's site, Form ADV Schedule A and filings
Capital scale
Not established
Last deployment
Not established
Team (1)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
Readings, classification basis and verificationidentity confidence 70% · 17 observations · 4 sourcesShow
Family investment companyVerified Sep 16, 2026 (7 days ago)1 people · 0 investments · 0 public positions · 2 events

Why this class: a filing by a third party describes it as a family investment company (cited).

Real estate
25
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: direct investing, external managers, private markets, sponsor-friendly, co-investment.

Overview
show
Profile completeness 41% (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
unknown
Headquarters
••• Locked
Office address
unknown
Business phone
unknown
Website
j•••••••••.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 70%a filing by a third party describes it as a family investment company (cited)Fact
  • Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth origin
show
Family served
Family investment company of brothers M••• and G••• S••••
Source of wealth
••• Locked
Operating company origin
unknown
Team
1 peopleshow
PersonTitleResponsibilityBusiness contactSource
J••• C•••••••Designated Arizona Real Estate BrokerReal estate · investment decisionsnone on record
Office contact points
Business phone: ••• Locked (published by the subject) jresaz.com
Investment mandate
show

••• Locked

Stated (their words, cited)
Sectors
••• Locked Fact j•••••••••.com
“••• Locked”
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Real estate team
1 Inference
named professionals with this responsibility
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
Operating businesses span mining, agriculture, construction, real estate, development, virtual reality, disaster restoration and food service
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
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.

  • Apr 29, 2024Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
Sources and evidence
17show

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. 17 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (J••• C••••••• (Designated Arizona Real Estate Broker))
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 s••••• m••••••
+10 p•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+0 r••• (1477)
Mandate confidence
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
+25 r••• e••••• p••••••••• o• s••••
Co investment propensity
no components; scored 0
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (••• Locked)
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
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Edgar fts discoveryfamily investment officeApr 29, 2024SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family served••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) j•••••••••.comFact
Formation yearFounded 1983 in Phoenix, Arizona
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) j•••••••••.comFact
Headquarters••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) jresaz.comFact
Legal entity••• Locked
“Designated Broker J••• C•••••••”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) jresaz.comFact
Office type (stated)family_investment_companyApr 29, 2024SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Sectors••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) j•••••••••.comFact
Source of wealth••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) j•••••••••.comFact
Website••• LockedSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) j•••••••••.comInference
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) j•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) j•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) j•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) j•••••••••.comFact
Website statusunreachableSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) j•••••••••.comFact
Website statusunreachableSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) j•••••••••.comFact
Website statusunreachableSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) j•••••••••.comFact
Website statusunreachableSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) j•••••••••.comFact