DFX Intelligence

Family office profile

S•••••• E••••••

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Chicago, IllinoisSingle 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 16, 2026 (7 days ago)

Last observed Sep 20, 2026 · 11 observations · 3 sources

3 people · 1 investments · 0 public positions · 4 events

Direct investing

moderate

Co-investment

elevated

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.

Overview

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Profile completeness 41% (medium value, medium; the most valuable missing fact is contacts)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Classification: Single family office (probable)
Description: unknown
Headquarters: Chicago, Illinois
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 origin

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Family served: unknown
Source of wealth: unknown
Operating company origin: unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team

3 peopleshow

Person	Title	Responsibility	Business contact	Source
S••••• C• I••••••••	Director	Board	none on record	sec.gov Fact
H••••• B• S•••••• family	Director	Family principal	none on record	sec.gov Fact
J••••••• B• M•••••	President	Leadership · investment decisions	none on record	sec.gov Fact

Investment mandate

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••• Locked

Stated (their words, cited)

Control preference: ••• Locked Fact sec.gov
“••• Locked”

Observed (from the investment record)

States: none Fact
Control: minority (1) Fact
Sectors: none Fact
Subsectors: none Fact
Co investors: R••••• S• D•••••••• (1) Fact
Asset classes: public equity (1) Fact
Direct vs fund: Fund: 0 · Direct: 1 · Real estate: 0 Fact
Sponsors backed: none Fact
Investment count: 1 Fact
Investment kinds: ••• Locked (1) Fact
First and last deal: Last: 2014-10-23 · First: 2014-10-23 Fact
Lead vs participant: participant (1) Fact
Disclosed check sizes: Max: unknown · Min: unknown · Count: 0 Fact
••• Locked

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

1 dealsshow

Date	Company	Kind	Sector	Role	Amount	With	Source
Oct 23, 2014	A••• C••••• • C••	Public equity, activist stake with board seat, held via nominee partnership W.B. & Co.	unknown	participant · minority	unknown	R••••• S• D•••••••• (co investor)	sec.gov Fact “••• Locked”

Fund and manager relationships

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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

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Form 13F holdings

No 13F filing on the record for this office.

Real estate

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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

1show

Counterparty	Kind	Shared deals	First, last	Examples	Source
R••••• S• D••••••••	organisation	1	Oct 23, 2014 (historical)	A••• C••••• • C••	sec.gov

R••••• S• D•••••••• Oct 23, 2014 recurring (2) Fact sec.gov
R••••• S• D•••••••• Oct 23, 2014 recurring (2) Fact sec.gov

Independent sponsor relationships

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No cited relationship to an independent sponsor.

Related entities

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Signals and timeline

4show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.

Dec 12, 2017Office discovered••• LockedDiscoveryFactsec.gov
Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
Oct 23, 2014Investment professional joined••• Lockedp•••••Factsec.gov
Oct 23, 2014Direct investment••• LockedDirect investmentsFactsec.gov

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••••••••• (6 days)

Contactability

+15 n•••• d••••••••• (J••••••• B• M••••• (President))

Data confidence

+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

+15 s••••• f••••• o• f••••• i••••••••• c••••••

+3 d••••• i••••••••• o• r•••••

+2 n• w•••••• k•••• •••••••• w•••• f••• o•••

+0 r••• (788)

Mandate confidence

+10 m•••••• s•••••••• b• o••••••• i•••••••••

Identity confidence

+70 c••••••••• (••• Locked)

Real estate propensity

no components; scored 0

Co investment propensity

+40 c••••••••• o• t•• r••••• (R••••• S• D••••••••; R••••• S• D••••••••)

+10 p••••••••• i• s••••••••• r•••••

Family identity confidence

+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

+15 o••••••• d••••• i••••••••• (1 on the record)

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Board participation	••• Locked “••• Locked”	Oct 23, 2014	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Control preference	••• Locked “••• Locked”	Oct 23, 2014	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Edgar fts discovery	family office, single family office	Dec 12, 2017	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”	Oct 23, 2014	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Inference
Headquarters	Chicago, Illinois	Dec 12, 2017	SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov	Fact
Headquarters	••• Locked “••• Locked”	Oct 23, 2014	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Legal entity	••• Locked “••• Locked”	Oct 23, 2014	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Office type (stated)	single_family_office	Dec 12, 2017	SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov	Fact
Website search	not_found	Sep 20, 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