DFX Intelligence
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M•• I••••••••• L••
Single family office (probable)Top 500
Single family office (probable), with 2 direct investments on record.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Direct investments
- 2
- Decision makers
- 1 of 1
- Last deployment
- Dec 2014
Deal announcements, Form D and filings
The office's site, Form ADV Schedule A and filings
The latest dated investment or commitment on record
As of · the latest observation of this office; filed figures carry their own filing dates
What we can say about this record
We hold 18 observations from 3 sources for this office, the latest this month. No direct investment in the last year, stated check size or sponsor relationship is on record. It is still the right record for resolving this office, its family and its people.
Readings, classification basis and verificationidentity confidence 70% · 18 observations · 3 sourcesShowHide
Single family office (probable)Verified Sep 16, 2026 (7 days ago)1 people · 2 investments · 0 public positions · 5 events
Why this class: a filing by a third party describes it as a single family office (cited).
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.
Overviewshow
Profile completeness 34% (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 originshow
- Family served
- P•••• family
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team1 people, 1 with investment decisionsshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J••••••• C••• P•••• family | Managing Director and Managing Member | Leadership · investment decisions | none on record | sec.gov Fact |
Former
A•••••••• C• M•••••, Portfolio Manager, until Jun 14, 2024
A•••••••• C• M•••••, Vice President, Investments, until Sep 16, 2026
Investment mandateshow
••• Locked
Stated (their words, cited)
- Sectors
- ••• Locked Inference prnewswire.com“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- minority (2) Fact
- Sectors
- agriculture (1), real estate (1) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- public equity / credit (1), public equity (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 2 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 2 Fact
- Investment kinds
- convertible debt and public equity stake (1), public equity / rights offering backstop (1) Fact
- First and last deal
- Last: 2014-12-01 · First: 2013-10-01 Fact
- Lead vs participant
- unknown (1), lead (1) Fact
- Disclosed check sizes
- Max: $30.0M · Min: $30.0M · Count: 1 Fact••• Locked
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- Publicly disclosed direct stakes span real estate operating companies (T•••••• P•••• H•••••••) and agriculture (S•• S••• C••••••)
- Geography
- unknown
- Check size
- unknown
Direct investments2 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Dec 1, 2014 | S•• S••• C•••••• | Convertible debt and public equity stake | agriculture | unknown · minority | unknown | none named | prnewswire.com Fact “••• Locked” |
| Oct 1, 2013 | T•••••• P•••• H••••••• I••• | Public equity / rights offering backstop | real estate | lead · minority | $30.0M | none named | sec.gov 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 timeline5show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 5 events. 13F position changes are under Public stakes and holdings.
- Mar 24, 2025Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Mar 14, 2022Succession event••• Lockedp•••••Factsec.gov
- Dec 1, 2014Direct investment••• LockedDirect investmentsFactprnewswire.com
- Oct 1, 2013Direct investment••• LockedDirect investmentsFactsec.gov
Sources and evidence18show
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. 18 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (••• Locked)
Data confidence
+10 d•••••••••
+10 s••••• m••••••
+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•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (491)
Mandate confidence
+20 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
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•••• (P•••• family)
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)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset allocation stated | ••• Locked “••• Locked” | Apr 1, 2018 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Board participation | ••• Locked “••• Locked” | May 26, 2015 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Inference |
| Decision rights | ••• Locked “••• Locked” | Nov 20, 2024 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | ••• Locked “••• Locked” | May 26, 2015 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Edgar fts discovery | family office | Mar 24, 2025 | 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” | Jun 28, 2022 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family served | P•••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Headquarters | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Legal entity | ••• Locked “••• Locked” | Jun 28, 2022 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Office type (stated) | Single family office | Mar 24, 2025 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Sectors | ••• Locked “••• Locked” | May 26, 2015 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Inference |
| Sponsor behavior | ••• Locked “••• Locked” | Oct 1, 2013 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Source of wealth | ••• Locked “••• Locked” | Jan 1, 1996 | 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 20, 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 |
Not yet on record: capital scale.