Family office profile

G•••••• C•••••• M••••••••• I••

The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

••• LockedSingle family office (probable)identity confidence 70%Top 500 by research priority

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 · 21 observations · 3 sources
2 people · 3 investments · 0 public positions · 6 events
Direct investing
45
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, co-investment.

Overview
show
Profile completeness 41% (high value, high value shallow; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Single family office (probable)
Description
••• Locked
Headquarters
••• Locked
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
show
Family served
G•••••• Capital family
Source of wealth
••• Locked
Operating company origin
unknown
Team
2 peopleshow
PersonTitleResponsibilityBusiness contactSource
N••• G••••••President and FounderLeadership · investment decisionsnone on record
sec.gov Fact
N••• G•••••• familyPresident and FounderLeadership · investment decisionsnone on record
Office contact points
Business phone: ••• Locked (published by the subject) sec.gov
Investment mandate
show

••• Locked

Stated (their words, cited)
Invests directly
••• Locked Fact sec.gov
••• Locked
Observed (from the investment record)
States
none Fact
Control
unknown (3) Fact
Sectors
cloud communications technology (1), data storage technology (1), cybersecurity/internet security technology (1) Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
public equity (3) Fact
Direct vs fund
Fund: 0 · Direct: 3 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
3 Fact
Investment kinds
public equity stake (Schedule 13G) (3) Fact
First and last deal
Last: 2016-02-17 · First: 2014-12-31 Fact
Lead vs participant
unknown (3) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
Inferred (regulatory shape and team)
Nothing to infer from.
Invests directly
Firm has taken concentrated, disclosed 5%+ public equity stakes in small-cap issuers (C••••, D•• H••• S••••••, C•••••••)
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
Stakes the office filed (Schedule 13D, 13G, Section 16)

From EDGAR's index of the office's own filings. A 13D is a stake of 5% or more held with intent, a 13G one held passively, a Form 3, 4 or 5 the office as an insider of the issuer. The size of the stake is inside each filing and is not shown here.

First filedIssuerFiled asFilings
Feb 17, 2016C•••• L•••Section 16 insider••• Locked sec.gov
Dec 31, 2014C•••••••• I•••Section 16 insider••• Locked sec.gov
Dec 31, 2014D•• H••• S•••••• C•••Section 16 insider••• Locked sec.gov
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
6show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 6 events. 13F position changes are under Public stakes and holdings.

  • Jun 22, 2026Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
  • Feb 17, 2016Direct investment••• LockedDirect investmentsFactsec.gov
  • Dec 31, 2014Direct investment••• LockedDirect investmentsFactsec.gov
  • Dec 31, 2014Direct investment••• LockedDirect investmentsFactsec.gov
  • Jan 1, 1985Office formed••• LockedOrganisationFactmilestonescientific.com
Sources and evidence
21show

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. 21 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 d•••••••••
+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••••••
+9 d••••• i••••••••• o• r•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (362)
Mandate confidence
+30 m•••••• s•••••••• b• o••••••• i•••••••••
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•••• (G•••••• Capital family)
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (92 days)
External manager propensity
no components; scored 0
Direct investment propensity
+45 o••••••• d••••• i••••••••• (3 on the record)
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Board participation••• Locked
••• Locked
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) milestonescientific.comFact
Board participation••• Locked
••• Locked
Sep 19, 2026DFX analyst research (General-assisted, every claim URL-cited) milestonescientific.comFact
Decision rights••• Locked
••• Locked
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) milestonescientific.comFact
Decision rights••• Locked
••• Locked
Sep 19, 2026DFX analyst research (General-assisted, every claim URL-cited) milestonescientific.comFact
Description••• Locked
••• Locked
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) milestonescientific.comFact
Description••• Locked
••• Locked
Sep 19, 2026DFX analyst research (General-assisted, every claim URL-cited) milestonescientific.comFact
Edgar fts discoveryfamily officeJun 22, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family servedG•••••• Capital familyn/aDFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Formation year1985
••• Locked
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) milestonescientific.comFact
Formation year1985
••• Locked
Sep 19, 2026DFX analyst research (General-assisted, every claim URL-cited) milestonescientific.comFact
Headquarters••• Locked
••• Locked
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Headquarters••• Locked
••• Locked
Sep 19, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Invests directly••• Locked
••• Locked
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Invests directly••• Locked
••• Locked
Sep 19, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Office type (stated)single_family_officeJun 22, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Source of wealth••• Locked
••• Locked
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) milestonescientific.comInference
Source of wealth••• Locked
••• Locked
Sep 19, 2026DFX analyst research (General-assisted, every claim URL-cited) milestonescientific.comInference
Website searchnot_foundSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 19, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference