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W•••••••••
Single family office (confirmed).
Composed from this office's classification, location and record.
We hold 12 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 75% · 12 observations · 3 sourcesShowHide
Why this class: A Wisconsin Alumni Research Foundation news release, independent of our Marcus Corporation 8-K source, names P••• L••• as leading his own family office opportunity fund, W•••••••••..
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, private markets, sponsor-friendly, real estate, co-investment.
Overviewshow
- 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.
- Sep 15, 2026Single family office (confirmed) 75%A Wisconsin Alumni Research Foundation news release, independent of our Marcus Corporation 8-K source, names P••• L••• as leading his own family office opportunity fund, W•••••••••.Factverifiedwarf.org“••• Locked”
- 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
- L••• family
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team2 people, 1 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| P••• A• L••• | Founder | Leadership · investment decisions | none on record | sec.gov Fact |
| P••• A• L••• family | Founder | Leadership | none on record | sec.gov Fact |
Signals and timeline3show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.
Investment mandateshow
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
Fund and manager relationshipsshow
Public stakes and holdingsshow
Real estateshow
Co-investorsshow
Independent sponsor relationshipsshow
Related entitiesshow
Sources and evidence12show
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. 12 shown.
Score components
View all 12 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Board participation | ••• Locked “••• Locked” | Aug 5, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | ••• Locked “••• Locked” | Aug 5, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Edgar fts discovery | family office | Aug 7, 2025 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family involvement | Sole founder P••• L••• personally leads W•••••••••. “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Inference |
| Family involvement | Sole founder P••• L••• personally leads W•••••••••. “••• Locked” | Sep 19, 2026 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Inference |
| Family served | L••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) warf.org | Fact |
| Office type (stated) | Single family office “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) warf.org | Fact |
| Office type (stated) | Single family office | Aug 7, 2025 | 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” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 19, 2026 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| 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: direct investments, capital scale, last deployment.