DFX Intelligence

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O••• F••••• O••••• •••• W••••• M••••••••• L••

Single family office (probable)Top 500· Fremont, CA

Single family office (probable), based in Fremont, CA.

Composed from this office's classification, location and record.

As of 2026-09-21 · the latest observation of this office; filed figures carry their own filing dates

Direct investments: Not established
Decision makers: 1
Capital scale: Not established
Last deployment: Nov 2024

Team (1)Mandate

As of 2026-09-21 · the latest observation of this office; filed figures carry their own filing dates

Why this matters

2 published business contact points are on record, each with its source.
Contact points 2

Readings, classification basis and verificationidentity confidence 60% · 36 observations · 3 sourcesShow

Single family office (probable)Verified Sep 16, 2026 (7 days ago)1 people · 2 investments · 0 public positions · 11 events

Why this class: exempt reporting adviser named as a family office (a family's private fund adviser).

Private markets

elevated

Real estate

high

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.

Overview

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Profile completeness 34% (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: Single family office (probable)
Description: unknown
Headquarters: ••• Locked
Office address: ••• Locked
Business phone: ••• Locked
Website: unknown
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. No public number of any kind.
SEC registration: ERA since Jul 23, 2024Fact
Private funds advised: 6 (PE n/a, VC n/a, hedge n/a, real estate 6), gross assets $27.3MFact

Classification history

Sep 12, 2026Single family office (probable) 60%exempt reporting adviser named as a family office (a family's private fund adviser)Inference

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

1 peopleshow

Person	Title	Responsibility	Business contact	Source
L•• W•••	Executive Officer	Real estate · investment decisions	none on record	aum13f.com Fact

Office contact points

Business phone: ••• Locked (published by the subject) aum13f.com

Office address: ••• Locked (published by the subject) adviserinfo.sec.gov

Investment mandate

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••• Locked

Stated (their words, cited)

Asset classes: ••• Locked Inference aum13f.com
“••• Locked”

Observed (from the investment record)

States: none Fact
Control: unknown (2) Fact
Sectors: none Fact
Subsectors: none Fact
Co investors: none Fact
Asset classes: real estate (2) Fact
Direct vs fund: Fund: 0 · Direct: 0 · Real estate: 2 Fact
Sponsors backed: none Fact
Investment count: 2 Fact
Investment kinds: direct (2) Fact
First and last deal: Last: 2024-11-14 · First: 2024-11-14 Fact
Lead vs participant: unknown (2) Fact
Disclosed check sizes: Max: $6.7M · Min: $3.8M · Count: 2 Fact
••• Locked

Inferred (regulatory shape and team)

Real estate team: 1 Inference
named professionals with this responsibility
Real estate funds advised: 6 Inference
F••• ADV Item 7.B

Invests directly: unknown
Allocates to managers: unknown
Asset classes: Advises at least six named real estate holding entities (F••• D funds), consistent with the office's 'real estate funds advised' mandate
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

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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))

Fund	Type	Gross asset value	Related share	Reported	Form D
4•• R•••••• L••	Real Estate Fund	$8.8M May 28, 2025	16%	Jul 23, 2024 to now	021-511013
1••• P•••••• L••	Real Estate Fund	$6.7M May 28, 2025	22%	Nov 14, 2024 to now
1••• S•••• C•••• S• L••	Real Estate Fund	$3.8M May 28, 2025	15%	Nov 14, 2024 to now
2••• C••••••••• S••••• L••	Real Estate Fund	$3.6M May 28, 2025	20%	Jul 23, 2024 to now	021-510988
1••• E•• L••	Real Estate Fund	$2.6M May 28, 2025	20%	Jul 23, 2024 to now	021-510871
3•••• W••••• L••	Real Estate Fund	$1.8M May 28, 2025	34%	Jul 23, 2024 to now	021-511005

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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1••• P•••••• L•• Direct · Nov 14, 2024 aum13f.com
1••• S•••• C•••• S• L•• Direct · Nov 14, 2024 aum13f.com

Co-investors

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No co-investor on the record.

Independent sponsor relationships

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No cited relationship to an independent sponsor.

Related entities

1show

Signals and timeline

11show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 11 events. 13F position changes are under Public stakes and holdings.

Nov 14, 2024Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
Jul 23, 2024Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Nov 14, 2024Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jul 23, 2024Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jul 23, 2024Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Jul 23, 2024Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Nov 14, 2024Fund commitment disclosed••• LockedFund relationshipsFactaum13f.com
Nov 14, 2024Fund commitment disclosed••• LockedFund relationshipsFactaum13f.com
Mar 26, 2024New investment vehicle••• LockedVehiclesFactbizprofile.net
Jun 7, 2023Office formed••• LockedOrganisationFactbizprofile.net

Sources and evidence

39show

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••••••••• (1 days)

Contactability

+15 n•••• d••••••••• (L•• W••• (Executive Officer))

+10 v••••••• b••••••• p••••• (1)

+10 o••••• a••••••

Data confidence

+10 s••••• m••••••

+10 p•••••

+15 i•••••••••

+10 r••••••••• r•••••

+15 i••••••••• s•••••• (3 sources)

Active deployment

+50 d•••• p•••••• i••••••••• i• l••• 2• m••••• (••• Locked)

Exists confidence

+50 r••••••••• i••••••••• •••• C•• o• E•••

+30 i••••••••• s•••••• (3 sources)

+30 a•••••••••

Research priority

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

+10 F••• D• v••••••• l•••••

+10 d••••••• i• l••• 2• m•••••

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

+0 r••• (105)

Mandate confidence

+20 s••••• m•••••• o• t•• r•••••

Identity confidence

+60 c••••••••• (••• Locked)

Real estate propensity

+40 r••• e••••• i•••••••••

+25 r••• e••••• p••••••••• o• s••••

+20 F••• A•• r••• e••••• f••••

Co investment propensity

no components; scored 0

Family identity confidence

no components; scored 0

Private markets propensity

+30 p•••••• m•••••• i••••••••• o•••••••

+10 F••• A•• r• f••• c•••• (6.0)

Current activity confidence

+50 d•••• p•••••• i••••••••• i• 2• m•••••

+25 a• s••••••••• f••• w••••• 1• m••••• (1 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	ERA	May 28, 2025	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	May 28, 2025	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	May 28, 2025	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2025-05-28	May 28, 2025	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	O••• F••••• O••••• •••• W••••• M••••••••• L••	Sep 21, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	O••• F••••• O••••• •••• W••••• M••••••••• L••	Sep 20, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	O••• F••••• O••••• •••• W••••• M••••••••• L••	Sep 19, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	O••• F••••• O••••• •••• W••••• M••••••••• L••	Sep 11, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds reported (latest Form ADV)	6	May 28, 2025	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds reported (latest Form ADV)	6	Nov 14, 2024	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Gross assets of its private funds	$27.3M	May 28, 2025	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Gross assets of its private funds	$27.3M	Nov 14, 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	May 28, 2025	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Inference
Share of its funds owned by itself and related persons	N	Nov 14, 2024	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Inference
Form ADV status	ERA - Active	May 28, 2025	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2024-07-23	May 28, 2025	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Asset classes	••• Locked “4•• R•••••• L••”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) aum13f.com	Inference
Asset classes	••• Locked “4•• R•••••• L••”	Sep 15, 2026	DFX analyst research (General-assisted, every claim URL-cited) aum13f.com	Inference
Branch offices	1	Sep 21, 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	••• Locked	May 28, 2025	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	••• Locked “••• Locked”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) aum13f.com	Fact
Headquarters	••• Locked “••• Locked”	Sep 15, 2026	DFX analyst research (General-assisted, every claim URL-cited) aum13f.com	Fact
Headquarters	Fremont, CA	May 28, 2025	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Legal form	Limited Liability Company	May 28, 2025	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	••• Locked	May 28, 2025	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds advised	6	May 28, 2025	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$27.3M	May 28, 2025	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Real estate funds	6	May 28, 2025	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Real estate strategy	••• Locked “O••• F••••• O••••• •••• W••••• M••••••••• L••”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) bizprofile.net	Inference
Real estate strategy	••• Locked “O••• F••••• O••••• •••• W••••• M••••••••• L••”	Sep 15, 2026	DFX analyst research (General-assisted, every claim URL-cited) bizprofile.net	Inference
Schedule a rows	1	Sep 11, 2026	SEC F••• ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov	Fact
Team size investment	••• Locked “L•• W••• Executive Officer 9 3”	Sep 16, 2026	DFX analyst research (General-assisted, every claim URL-cited) aum13f.com	Fact
Team size investment	••• Locked “L•• W••• Executive Officer 9 3”	Sep 15, 2026	DFX analyst research (General-assisted, every claim URL-cited) aum13f.com	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 12, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference