Family office profile

L•••• V•••••••

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USSingle family office (probable)identity confidence 70%Top 500 by research priorityl•••••••••.com

Why this class: a filing by a third party describes it as a single family office (cited).

Verified Sep 16, 2026 (7 days ago)
Last observed Sep 22, 2026 · 87 observations · 5 sources
2 people · 23 investments · 0 public positions · 2 events
Direct investing
70
high
Private markets
15
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, sponsor-friendly, real estate, co-investment.

Overview
show
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
How the office says it invests
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
Classification
Single family office (probable)
Description
unknown
Headquarters
unknown
Office address
unknown
Business phone
unknown
Website
l•••••••••.com
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
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
2 peopleshow
PersonTitleResponsibilityBusiness contactSource
P••••• A•••••ManagerLeadership
email: ••• Locked (unverified)
sec.gov Fact
L•••• V•••••••PortfolioOthernone on record
Office contact points
Business phone: ••• Locked (published by the subject) l•••••••••.com
W••••••: ••• Locked (published by the subject) l•••••••••.com
Investment mandate
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••• Locked

Stated (their words, cited)
Asset classes
Secondary market and pre-IPO i••••••••• Fact sec.gov
••• Locked
Invests directly
••• Locked Inference sec.gov
••• Locked
Observed (from the investment record)
States
none Fact
Control
unknown (19), minority (4) Fact
Sectors
software (3), media and entertainment (1), food delivery (1) Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
pre-IPO equity (2), private equity (1), venture (1) Fact
Direct vs fund
Fund: 0 · Direct: 23 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
23 Fact
Investment kinds
portfolio listing (19), secondary market pre-IPO investment (2), late stage investment (1), early stage investment (1) Fact
First and last deal
Last: unknown · First: unknown Fact
Lead vs participant
unknown (23) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
Inferred (regulatory shape and team)
Nothing to infer from.
Invests directly
Makes direct secondary-market and pre-IPO stakes in named companies (DocuSign, P•••••••, M•••••, S••• D••••)
Allocates to managers
unknown
Asset classes
Secondary market and pre-IPO i•••••••••
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
15 dealsshow
DateCompanyKindSectorRoleAmountWithSource
n/aa•••••••••Portfolio listingunknownunknownunknownnone named
••• Locked
n/aS••• D••••Early stage investmentfood deliveryunknown · minorityunknownnone named
sec.gov Fact
••• Locked
n/aM•••••Late stage investmentsoftwareunknown · minorityunknownnone named
sec.gov Inferencel•••••••••.com Fact2 sources agree
••• Locked
n/aP•••••••Secondary market pre-IPO investmentsoftwareunknown · minorityunknownnone named
sec.gov Inferencel•••••••••.com Fact2 sources agree
••• Locked
n/aD•••••••Secondary market pre-IPO investmentsoftwareunknown · minorityunknownnone named
sec.gov Inferencel•••••••••.com Fact2 sources agree
••• Locked
n/aS••••••••• S•••••Portfolio listingmedia and entertainmentunknownunknownnone named
••• Locked
n/aL••••••Portfolio listingunknownunknownunknownnone named
••• Locked
n/aT••• D• S•••••Portfolio listingunknownunknownunknownnone named
••• Locked
n/aA•• E•• S••••••••Portfolio listingunknownunknownunknownnone named
••• Locked
n/aD•• S•••••Portfolio listingunknownunknownunknownnone named
••• Locked
n/aA•••• N•••••••••Portfolio listingunknownunknownunknownnone named
••• Locked
n/aT•••••••••Portfolio listingunknownunknownunknownnone named
••• Locked
n/aS•••Portfolio listingunknownunknownunknownnone named
••• Locked
n/aN•••••••Portfolio listingunknownunknownunknownnone named
••• Locked
n/aO•••• I•••••••••Portfolio listingunknownunknownunknownnone named
••• Locked
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
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
2show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.

  • Mar 18, 2026Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
Sources and evidence
87show

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. 87 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (P••••• A••••• (Manager))
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+15 d••••• i••••••••• o• r•••••
+0 r••• (239)
Mandate confidence
+70 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
no components; scored 0
Private markets propensity
+15 p•••••• m•••••• i••••••••• o•••••••
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
+70 o••••••• d••••• i••••••••• (23 on the record)
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Asset classesSecondary market and pre-IPO i•••••••••
manages secondary market and Pre-IPO i•••••••••
Jun 1, 2021DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Aum stated••• Locked
••• Locked
Dec 31, 2020DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Edgar fts discoveryfamily officeMar 18, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Investment thesis (stated)••• LockedSep 21, 2026The office in its own words (description and investment thesis from its home, about, approach and criteria pages) l•••••••••.comFact
Invests directly••• Locked
••• Locked
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govInference
Invests directly••• Locked
••• Locked
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govInference
Office type (stated)single_family_officeMar 18, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Portfolio listedP•••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedCloseSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedD•••••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedO•••• I•••••••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedM•••••••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedM••••••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedN•••••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedP•••••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedS•••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedT•••••••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedM•••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedAutomation AnywhereSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedA•••• N•••••••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedD•• S•••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedM•••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedA•• E•• S••••••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedP••••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedT••• D• S•••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedMyDukaanSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedL••••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedS••••••••• S•••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedO•••• I•••••••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedA•• E•• S••••••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedD•• S•••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedD•••••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedP•••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedS••••••••• S•••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedMyDukaanSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedM•••••••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedCloseSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedAutomation AnywhereSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedL••••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedM•••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedA•••• N•••••••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedP••••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedS•••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedT••• D• S•••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedM•••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedT•••••••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedM••••••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedN•••••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedP•••••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedP•••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedCloseSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedD•••••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedO•••• I•••••••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedM•••••••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedM••••••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedN•••••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedP•••••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedS•••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedT•••••••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedM•••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedAutomation AnywhereSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedA•••• N•••••••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedD•• S•••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedM•••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedA•• E•• S••••••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedP••••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedT••• D• S•••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedMyDukaanSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedL••••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio listedS••••••••• S•••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Portfolio page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Team page url••• LockedSep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Team page url••• LockedSep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Team page url••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Team page url••• LockedSep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Team page url••• LockedSep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website••• LockedSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) l•••••••••.comInference
Website readsite-fo-3Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website readsite-fo-3Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website readsite-fo-3Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website titleL•••• V•••••••Sep 21, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website titleL•••• V•••••••Sep 20, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website titleL•••• V•••••••Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact
Website titleL•••• V•••••••Sep 14, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) l•••••••••.comFact