DFX Intelligence
Family office profile
W•••••••• C•••••• P•••••••
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USSingle family office (confirmed)identity confidence 85%Top 500 by research priority
Why this class: Wikipedia (independent of our_source_url, a Schedule 13D) directly names G•••ory Kevin O•••••• as chairman and describes W•••••••• C•••••• P••••••• as his private family office..
Verified Sep 16, 2026 (6 days ago)
Last observed Sep 21, 2026 · 14 observations · 3 sources
1 people · 2 investments · 0 public positions · 7 events
Direct investing
30
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.
Overviewshow
Profile completeness 38% (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 (confirmed)
- Description
- ••• Locked
- Headquarters
- unknown
- 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 15, 2026Single family office (confirmed) 85%Wikipedia (independent of our_source_url, a Schedule 13D) directly names G•••ory Kevin O•••••• as chairman and describes W•••••••• C•••••• P••••••• as his private family office.Factverifieden.wikipedia.org“••• Locked”
- Sep 14, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
Family and wealth originshow
- Family served
- O•••••• family
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team1 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| G••• O•••••• family | Managing Director / Executive Chairman, W•••••••• C•••••• P••••••• | Family principal · investment decisions | none on record | globenewswire.com Fact |
Investment mandateshow
••• Locked
Stated (their words, cited)
- Geography mandate
- ••• Locked Fact globenewswire.com“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- minority (2) Fact
- Sectors
- oil & gas (Niobrara/Codell, Colorado) (2) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- public equity (2) Fact
- Direct vs fund
- Fund: 0 · Direct: 2 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 2 Fact
- Investment kinds
- warrant exercise (public equity) (2) Fact
- First and last deal
- Last: 2024-08-19 · First: 2023-11-15 Fact
- Lead vs participant
- unknown (2) Fact
- Disclosed check sizes
- Max: $24.0M · Min: $12.0M · Count: 2 Fact••• Locked
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- Based in Australia but makes direct i••••••••• in US public companies (e.g., P•••••• O•••••••• C••)
- Check size
- unknown
Direct investments2 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Aug 19, 2024 | P•••••• O•••••••• C•• | Warrant exercise (public equity) | oil & gas (Niobrara/Codell, Colorado) | unknown · minority | $24.0M | none named | globenewswire.com Fact “••• Locked” |
| Nov 15, 2023 | P•••••• O•••••••• C•• | Warrant exercise (public equity) | oil & gas (Niobrara/Codell, Colorado) | unknown · minority | $12.0M | none named | globenewswire.com Fact “••• Locked” |
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.
Related entitiesshow
Signals and timeline7show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 7 events. 13F position changes are under Public stakes and holdings.
- Nov 21, 2023Office discoveredW•••••••• C•••••• P••••••• described on SEC filings as 'family office' (SC 13D)DiscoveryFactsec.gov
- Sep 15, 2026Classification changedW•••••••• C•••••• P•••••••: PROBABLE_SFO -> CONFIRMED_SFO (Wikipedia (independent of our_source_url, a Schedule 13D) directly names G•••ory Kevin O•••••• as chairman and describes W•••••••• C•••••• P••••••• as his private family office.)c•••••••••Facten.wikipedia.org
- Aug 19, 2024Direct investmentW•••••••• C•••••• P••••••• invested in P•••••• O•••••••• C••Direct investmentsFactglobenewswire.com
- Aug 19, 2024Direct investmentW•••••••• C•••••• P••••••• exercises remaining P•••••• O•••••••• C•• warrants for $24 million, fully exercising the Series E B WarrantsDirect investmentsFactglobenewswire.com
- Nov 15, 2023Direct investmentW•••••••• C•••••• P••••••• invested in P•••••• O•••••••• C••Direct investmentsFactglobenewswire.com
- Nov 15, 2023Direct investmentW•••••••• C•••••• P••••••• exercises P•••••• O•••••••• C•• warrants for $12 millionDirect investmentsFactglobenewswire.com
- Jun 17, 2022Family liquidity eventBrookfield completes $1.5 billion purchase of La Trobe Financial; G••• O•••••• exits as CEO and turns to lead W•••••••• C•••••• P•••••••wealthFacten.wikipedia.org
Sources and evidence14show
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. 14 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
no components; scored 0
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••••••
+6 d••••• i••••••••• o• r•••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (304)
Mandate confidence
+20 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+85 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•••• (O•••••• family)
+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
+30 o••••••• d••••• i••••••••• (2 on the record)
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Co invest behavior | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Edgar fts discovery | family office | Nov 21, 2023 | 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” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Family served | O•••••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Geographic mandate | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Liquidity event | ••• Locked “O•••••• resigned as CEO and managing director” | Jun 17, 2022 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Office type (stated) | single_family_office “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Office type (stated) | single_family_office | Nov 21, 2023 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Source of wealth | ••• Locked “••• Locked” | May 1, 1997 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Website search | not_found | Sep 21, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 19, 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 |