DFX Intelligence
Family Office Intelligence
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
A••••• L••• A•••••••• L••
The office, people and counterparty names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Houston, TXOutsourced family office provideridentity confidence 90%Top 500 by research prioritya•••••••••.com
Why this class: Houston RIA that sells a family office approach to wealth management to families with $5 million or more to invest..
Verified Sep 13, 2026 (6 days ago)
Last observed Sep 20, 2026 · 39 observations · 3 sources
3 people · 0 investments · 0 public positions · 32 events
Private markets
35
elevated
Real estate
20
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, sponsor-friendly, co-investment.
Overviewshow
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
- Outsourced family office provider
- Description
- unknown
- Headquarters
- Houston, TX
- Office address
- 7500 SAN FELIPE, SUITE 1030, Houston, TX, 77063
- Business phone
- (713) 636-2075
- Website
- a•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $1.2B. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $1.2B as of Feb 10, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Dec 3, 2014 · 7 employeesFact
- Client mix (Form ADV 5.D)
- Corporations: 1 ($8.0M); High net worth individuals: 59 ($770M); Pooled investment vehicles: 13 ($420M)Fact
- Private funds advised
- 13 (PE 2, VC 2, hedge 2, real estate 6), gross assets $366MFact
- Elsewhere in DFX
- Independent Sponsor Intelligence (shared crd)
Classification history
- Sep 13, 2026Outsourced family office provider 90%Houston RIA that sells a family office approach to wealth management to families with $5 million or more to invest.Factverifiedxn--a-1hnaaaaaaaa.com“A Family Office Approach to Wealth Management”
- Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('family office bookkeeping services')Inference
Family and wealth originshow
- 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.
Team3 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J•••• S•••••• M••••• | Chief Investment Officer, Partner | Chief investment officer · investment decisions | none on record | |
| D•••• E•••• A••••• | Manager | Leadership | none on record | |
| S••••• D••••• O••••• | Member/cco | Leadership | none on record |
Office contact points
Office address: 7500 SAN FELIPE, SUITE 1030, Houston, TX, 77063 (published by the subject) adviserinfo.sec.gov
Investment mandateshow
inferred only: private equity funds advised 2.0, venture funds advised 2.0, real estate funds advised 6.0
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)
- Venture funds advised
- 2 InferenceF••• ADV Item 7.B
- Real estate funds advised
- 6 InferenceF••• ADV Item 7.B
- Private equity funds advised
- 2 InferenceF••• ADV Item 7.B
- 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.
Its own private funds (Form ADV Schedule D 7.B.(1))
Each fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.
| Fund | Type | Gross asset value | Related share | Reported | Form D |
|---|---|---|---|---|---|
| A••••• L••• D••••••••• S••••••••• L• | Hedge Fund | $102M Jun 21, 2024 | 0% | May 26, 2015 to now | 021-251277 |
| A••••• L••• A•••• O••••••••• L• | Hedge Fund | $50.2M Jun 21, 2024 | 0% | Mar 24, 2022 to now | 021-433442 |
| A• H•••••• V• L• | Real Estate Fund | $28.7M Jun 21, 2024 | 0% | Mar 24, 2022 to now | 021-415452 |
| A• E••• I• L• | Private Equity Fund | $27.9M Jun 21, 2024 | 0% | Mar 22, 2021 to now | 021-392414 |
| A• C•••• P••••••• | Private Equity Fund | $26.5M Jun 21, 2024 | 1% | Mar 27, 2023 to now | 021-473259 |
| A• I•• I•• L• | Real Estate Fund | $21.7M Jun 21, 2024 | 1% | Mar 22, 2021 to now | 021-356329 |
| A• S•••••••• I• L• | Real Estate Fund | $21.1M Jun 21, 2024 | 1% | Oct 14, 2022 to now | 021-444481 |
| A• P••• C•••••• I• L• | Venture Capital Fund | $17.8M Jun 21, 2024 | 1% | Mar 22, 2021 to now | 021-379900 |
| A• A••• I•• L• | Real Estate Fund | $14.0M Jun 21, 2024 | 0% | Mar 22, 2021 to now | 021-357338 |
| A• R•• D•• I•• L• | Real Estate Fund | $12.2M Jun 21, 2024 | 0% | Mar 22, 2021 to now | 021-389040 |
| A• A••• I••• L• | Real Estate Fund | $3.5M Jun 21, 2024 | 1% | Mar 20, 2019 to now | 021-317554 |
| A• C••••••• S••••••• L• | Real Estate Fund | $2.2M Jun 21, 2024 | 1% | Mar 23, 2020 to now | 021-333021 |
| A• P••• C•••••• I•• L• | Venture Capital Fund | $1.1M Jun 21, 2024 | 1% | Oct 14, 2022 to now | 021-444492 |
| A• S•••••••• I• L• · no longer reported | Real Estate Fund | $1.4M Apr 1, 2021 | 1% | Sep 29, 2017 to Mar 24, 2022 | 021-295465 |
| A• M•• I• L• · no longer reported | Venture Capital Fund | $34,000 Apr 1, 2021 | 5% | Mar 20, 2019 to Mar 24, 2022 | 021-316643 |
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. This office is also on the sponsor graph; see Elsewhere in DFX above.
Related entities3show
Signals and timeline32show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 32 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changedA••••• L••• A•••••••• L••: OUTSOURCED_FAMILY_OFFICE -> OUTSOURCED_FAMILY_OFFICE (Houston RIA that sells a family office approach to wealth management to families with $5 million or more to invest.)c•••••••••Factxn--a-1hnaaaaaaaa.com
- Sep 11, 2026Office discoveredA••••• L••• A•••••••• L•• found on the SEC adviser roster (services_description)DiscoveryInferenceadviserinfo.sec.gov
- Mar 7, 2024Fund gross assets upA• C•••• P•••••••: gross asset value $0.0M to $26.5M between the 2024-03-01 and 2024-03-07 filings (+0%)VehiclesFactadviserinfo.sec.gov
- Mar 7, 2024Fund gross assets downA• E••• I• L•: gross asset value $49.7M to $27.9M between the 2024-03-01 and 2024-03-07 filings (-44%)VehiclesFactadviserinfo.sec.gov
- Mar 7, 2024Fund gross assets upA• I•• I•• L•: gross asset value $12.9M to $21.7M between the 2024-03-01 and 2024-03-07 filings (+68%)VehiclesFactadviserinfo.sec.gov
- Mar 7, 2024Fund gross assets upA• S•••••••• I• L•: gross asset value $12.6M to $21.1M between the 2024-03-01 and 2024-03-07 filings (+68%)VehiclesFactadviserinfo.sec.gov
- May 26, 2015Private fund first reportedA••••• L••• A•••••••• L•• first reported A••••• L••• D••••••••• S••••••••• L• on F••• ADV at $75.3M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 24, 2022Private fund first reportedA••••• L••• A•••••••• L•• first reported A••••• L••• A•••• O••••••••• L• on F••• ADV at $32.1M gross asset valueVehiclesFactadviserinfo.sec.gov
- Oct 14, 2022Private fund first reportedA••••• L••• A•••••••• L•• first reported A• S•••••••• I• L• on F••• ADV at $12.7M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 23, 2020Private fund first reportedA••••• L••• A•••••••• L•• first reported A• C••••••• S••••••• L• on F••• ADV at $9.2M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 22, 2021Private fund first reportedA••••• L••• A•••••••• L•• first reported A• A••• I•• L• on F••• ADV at $7.3M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 24, 2022Private fund first reportedA••••• L••• A•••••••• L•• first reported A• H•••••• V• L• on F••• ADV at $6.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 22, 2021Private fund first reportedA••••• L••• A•••••••• L•• first reported A• R•• D•• I•• L• on F••• ADV at $4.5M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 20, 2019Private fund first reportedA••••• L••• A•••••••• L•• first reported A• A••• I••• L• on F••• ADV at $4.4M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 22, 2021Private fund first reportedA••••• L••• A•••••••• L•• first reported A• P••• C•••••• I• L• on F••• ADV at $3.4M gross asset valueVehiclesFactadviserinfo.sec.gov
- Sep 29, 2017Private fund first reportedA••••• L••• A•••••••• L•• first reported A• S•••••••• I• L• on F••• ADV at $2.8M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 20, 2019Private fund first reportedA••••• L••• A•••••••• L•• first reported A• M•• I• L• on F••• ADV at $1.9M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 24, 2022Private fund no longer reportedA• S•••••••• I• L• no longer reported on A••••• L••• A•••••••• L••'s F••• ADV from 2022-03-24 (last gross asset value $1.4M on 2021-04-01)VehiclesFactadviserinfo.sec.gov
- Mar 27, 2023Private fund first reportedA••••• L••• A•••••••• L•• first reported A• C•••• P••••••• on F••• ADV at $0.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Oct 14, 2022Private fund first reportedA••••• L••• A•••••••• L•• first reported A• P••• C•••••• I•• L• on F••• ADV at $0.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 24, 2022Private fund no longer reportedA• M•• I• L• no longer reported on A••••• L••• A•••••••• L••'s F••• ADV from 2022-03-24 (last gross asset value $0.0M on 2021-04-01)VehiclesFactadviserinfo.sec.gov
- Mar 22, 2021Private fund first reportedA••••• L••• A•••••••• L•• first reported A• I•• I•• L• on F••• ADV at $0.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 22, 2021Private fund first reportedA••••• L••• A•••••••• L•• first reported A• E••• I• L• on F••• ADV at $0.0M gross asset valueVehiclesFactadviserinfo.sec.gov
- Mar 24, 2022Fund gross assets upA• E••• I• L•: gross asset value $0.0M to $56.9M between the 2021-04-01 and 2022-03-24 filings (+0%)VehiclesFactadviserinfo.sec.gov
- Mar 29, 2016Fund gross assets upA••••• L••• D••••••••• S••••••••• L•: gross asset value $75.3M to $106.6M between the 2015-05-26 and 2016-03-29 filings (+41%)VehiclesFactadviserinfo.sec.gov
- Jul 12, 2023Fund gross assets upA• H•••••• V• L•: gross asset value $6.0M to $23.3M between the 2023-03-28 and 2023-07-12 filings (+290%)VehiclesFactadviserinfo.sec.gov
- Oct 14, 2022Fund gross assets upA••••• L••• A•••• O••••••••• L•: gross asset value $32.1M to $48.0M between the 2022-03-28 and 2022-10-14 filings (+50%)VehiclesFactadviserinfo.sec.gov
- Mar 24, 2022Fund gross assets upA• P••• C•••••• I• L•: gross asset value $3.4M to $11.5M between the 2021-04-01 and 2022-03-24 filings (+238%)VehiclesFactadviserinfo.sec.gov
- Mar 24, 2022Fund gross assets upA• I•• I•• L•: gross asset value $0.0M to $6.9M between the 2021-04-01 and 2022-03-24 filings (+0%)VehiclesFactadviserinfo.sec.gov
- Jul 12, 2023Fund gross assets upA• I•• I•• L•: gross asset value $6.9M to $12.9M between the 2023-03-28 and 2023-07-12 filings (+87%)VehiclesFactadviserinfo.sec.gov
- Jul 12, 2023Fund gross assets upA• P••• C•••••• I• L•: gross asset value $11.5M to $18.2M between the 2023-03-28 and 2023-07-12 filings (+59%)VehiclesFactadviserinfo.sec.gov
- Mar 23, 2020Fund gross assets upA• A••• I••• L•: gross asset value $4.4M to $9.5M between the 2020-01-13 and 2020-03-23 filings (+113%)VehiclesFactadviserinfo.sec.gov
Sources and evidence39show
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. 39 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+40 n•••• d••••••••• (D•••• E•••• A••••• (Manager); S••••• D••••• O••••• (Member/cco); J•••• S•••••• M••••• (Chief Investment Officer, Partner))
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 p•••••
+10 r••••••••• r•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,198,858,655)
+10 F••• D• v••••••• l•••••
+5 o• a•••••• D•• g••••
+0 r••• (186)
Mandate confidence
no components; scored 0
Identity confidence
+90 c••••••••• (OUTSOURCED_FAMILY_OFFICE (Houston RIA that sells a family office approach to wealth management to families with $5 million or more to invest.))
Real estate propensity
+20 F••• A•• r••• e••••• f••••
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
+15 F••• A•• p• f••• c•••• (2.0)
+10 F••• A•• v• f••• c•••• (2.0)
+10 F••• A•• r• f••• c•••• (6.0)
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (9 days)
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 |
|---|---|---|---|---|
| Form ADV firm type | RIA | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | services_description | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-02-10 | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | A••••• L••• A•••••••• L•• | Sep 20, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | A••••• L••• A•••••••• L•• | Sep 19, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | A••••• L••• A•••••••• L•• | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other services (Form ADV) | FAMILY OFFICE BOOKKEEPING SERVICES | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 13 | Jun 21, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $329M | Jun 21, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Share of its funds owned by itself and related persons | N | Jun 21, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,portfolio_management_pooled_vehicles,selection_of_other_advisers,other | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2014-12-03 | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 20, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 19, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | (713) 636-2075 | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 59 | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"corporations":{"clients":1,"raum_usd":7970961,"fewer_than_5":false},"high_net_worth_individuals":{"clients":59,"raum_usd":770404521,"fewer_than_5":false},"poo | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Employees | 7 | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Hedge funds | 2 | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Houston, TX | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Independent Sponsor Intelligence entity | A••••• L••• A•••••••• L•• (capital_provider) | Sep 20, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | A••••• L••• A•••••••• L•• (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | A••••• L••• A•••••••• L•• (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | A••••• L••• A•••••••• L•• (capital_provider) | Sep 11, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Legal form | Limited Liability Company | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | 7500 SAN FELIPE, SUITE 1030, Houston, TX, 77063 | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | outsourced_family_office “A Family Office Approach to Wealth Management” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) xn--a-1hnaaaaaaaa.com | Fact |
| Private equity funds | 2 | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds advised | 13 | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $366M | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• accounts | 926 | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• hnw usd | $770M | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• usd | $1.2B | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Real estate funds | 6 | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 3 | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Venture funds | 2 | Feb 10, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website | a•••••••••.com “office w•••••• a•••••••••.com” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) xn--a-1hnaaaaaaaa.com | Fact |