DFX Intelligence
Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
Family office profile
Dauntless Investment Group, LLC
3283 Foxfire Dr., Milford, MI 48380Single family office (confirmed)identity confidence 90%Top 500 by research prioritydauntlessinvestmentgroup.com
Why this class: Its own Schedule 13G filing describes the reporting person as a single family office and passive investor..
Verified Sep 13, 2026 (5 days ago)
Last observed Sep 14, 2026 · 71 observations · 5 sources
4 people · 11 investments · 68 public positions · 89 events
Identity
90
high
Data depth
90
high
Freshness
100
high
Active deployment
100
high
Direct investing
70
high
External managers
0
low
Private markets
30
moderate
Sponsor-friendly
0
low
Real estate
0
low
Co-investment
100
high
Contactability
30
moderate
Mandate confidence
90
high
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
Overview
Profile completeness 78% (high value, high value deep; the most valuable missing fact is decision maker)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Single family office (confirmed)
- Description
- Public website is a placeholder
- Headquarters
- 3283 Foxfire Dr., Milford, MI 48380
- Office address
- unknown
- Business phone
- unknown
- Website
- dauntlessinvestmentgroup.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. 13F disclosed value $151M. These are different facts and are never added together.
- Form 13F
- $151M across 69 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
- Sep 13, 2026Single family office (confirmed) 90%Its own Schedule 13G filing describes the reporting person as a single family office and passive investor.Factverifiedsec.gov“Single Family Office/Passive Investor”
- Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference
Family and wealth origin
- Family served
- Daniel Herr and Lauren Rimoin family (the office advises their living trust and related LLCs)
- Source of wealth
- Principal Daniel Herr previously ran Herr Investment Group (RIA and private fund, wound down 2024) and has dairy operation partnerships; the source of family capital is not publicly stated
- Operating company origin
- unknown
Team
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| Daniel Herr family | Family principal (trustee; manager of MK Plumeria) | Family principal · investment decisions | email: dherr@herroffice.com (published by the subject) | sec.gov Fact |
| Lauren Rimoin family | Co-trustee, Daniel Herr and Lauren Rimoin Living Trust | Family principal · investment decisions | none on record | sec.gov Fact |
| Matthew Okkerse | CFO | Operations and finance | phone: 7347700040 (published by the subject, May 7, 2025) phone: 734.770.0040 (published by the subject) | sec.gov Fact |
| Matthew Okkerse | CFO | Operations and finance · investment decisions | phone: 7347700040 (published by the subject, May 7, 2025) phone: 734.770.0040 (published by the subject) | sec.gov Fact |
Office contact points
Investment mandate
inferred only: public equity book 151045892.0
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
- Public equity book
- $151M Inference13F table value, quarter ended 2026-03-31; long 13(f) securities only
- Invests directly
- Yes; PIPEs, convertible notes and warrant packages in small-cap biotech and medtech issuers
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- Small-cap biotech, pharma and women's health medtech (AEON, Azitra, Femasys, Quoin, Tiziana)
- Geography
- unknown
- Check size
- unknown
Direct investments
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Jun 24, 2026 | Azitra, Inc. (pre-funded and common warrants; 9.58% holder) | Direct investment | Biotech (precision dermatology) | unknown · minority | unknown | none named | sec.gov Fact “(a) Amount beneficially owned: 5,804,636 (b) Percent of class: 9.58%” |
| Nov 26, 2025 | Femasys Inc. (second closing notes and warrants via HFCG, LLC and MK Plumeria, LLC) | Credit | Women's health medtech | participant · minority | unknown | Pointillist Partners (co investor) | sec.gov Fact “MK Plumeria, LLC $ 199,999.96 272,976 272,976 272,976 HFCG, LLC $ 1,599,999.69” |
| Nov 13, 2025 | AEON Biopharma, Inc. (PIPE: pre-funded, PIPE and true-up warrants) | Direct investment | Biopharma | unknown · minority | unknown | none named | sec.gov Fact “The information included on the Information Table with respect to the holdings of AEON Biopharma, Inc. ("AEON"), Azitra, Inc. ("AZTR") and F” |
| Nov 7, 2025 | Femasys Inc. (senior secured convertible notes and Series A-1/B-1/C-1 warrants), via Daniel Herr and Lauren Rimoin Living Trust | Credit | Women's health medtech | participant · minority | $3.0M | Pointillist Partners (co investor), Jorey Chernett (co investor) | sec.gov Fact “Dated as of November 7, 2025 Pointillist Global Macro Series of Pointillist Partners LLC $ 2,800,000.92 3,821,666 3,821,666 3,821,666 Jorey ” |
| n/a | Tiziana Life Sciences Ltd. (common warrants) | Direct investment | Biopharma | unknown · minority | unknown | none named | sec.gov Fact “The information included on the Information Table with respect to the holdings of Quoin Pharmaceuticals Ltd. ("QNRX") and Tiziana Life Scien” |
| n/a | Quoin Pharmaceuticals Ltd. (common warrants) | Direct investment | Biopharma | unknown · minority | unknown | none named | sec.gov Fact “The information included on the Information Table with respect to the holdings of Quoin Pharmaceuticals Ltd. ("QNRX") and Tiziana Life Scien” |
Fund and manager relationships
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
Stakes the office filed (Schedule 13D, 13G, Section 16)
From EDGAR's index of the office's own filings. A 13D is a stake of 5% or more held with intent, a 13G one held passively, a Form 3, 4 or 5 the office as an insider of the issuer. The size of the stake is inside each filing and is not shown here.
| First filed | Issuer | Filed as | Filings |
|---|---|---|---|
| Jun 25, 2026 | Azitra, Inc. | Schedule 13G (passive) | 1x SCHEDULE 13G on Azitra, Inc. (AZTR) between 2026-06-25 and 2026-06-25 sec.gov |
| Jun 13, 2025 | KAZIA THERAPEUTICS LTD | Schedule 13G (passive) | 1x SCHEDULE 13G, 3x SCHEDULE 13G/A on KAZIA THERAPEUTICS LTD (KZIA) between 2025-06-13 and 2026-02-12 sec.gov |
| Mar 18, 2025 | OKYO Pharma Ltd | Schedule 13G (passive) | 1x SCHEDULE 13G, 3x SCHEDULE 13G/A on OKYO Pharma Ltd (OKYO) between 2025-03-18 and 2026-02-12 sec.gov |
| Mar 3, 2025 | AEON Biopharma, Inc. | Schedule 13G (passive) | 1x SCHEDULE 13G on AEON Biopharma, Inc. (AEON) between 2025-03-03 and 2025-03-03 sec.gov |
| Feb 26, 2025 | FEMASYS INC | Schedule 13G (passive) | 1x SCHEDULE 13G, 1x SCHEDULE 13G/A on FEMASYS INC (FEMY) between 2025-02-26 and 2025-11-14 sec.gov |
Form 13F holdings
Top 40 positions of 69 for the quarter ended Mar 31, 2026; $149M shown of $151M reported. Long 13(f) securities only. Never presented as the whole portfolio.
| Issuer | Class | Value | Shares | Weight |
|---|---|---|---|---|
| ISHARES TR Call | 7-10 YR TRSY BD | $78.7M | 824,700 | 52.1% |
| KRANESHARES TRUST Call | CSI CHI INTERNET | $10.7M | 376,400 | 7.1% |
| SELECT SECTOR SPDR TR Put | STATE STREET CON | $8.5M | 78,000 | 5.6% |
| ISHARES TR Put | RUSSELL 2000 ETF | $7.0M | 28,400 | 4.7% |
| DBX ETF TR Call | XTRACK HRVST CSI | $4.0M | 123,400 | 2.7% |
| ISHARES TR Call | CHINA LG-CAP ETF | $3.3M | 90,800 | 2.2% |
| INNOVIVA INC | COM | $2.9M | 122,402 | 1.9% |
| FEMASYS INC | COM | $2.5M | 6,033,030 | 1.7% |
| TIZIANA LIFE SCIENCES LTD | COMMON SHARES | $2.5M | 2,165,231 | 1.7% |
| AEON BIOPHARMA INC | CL A NEW | $2.5M | 2,527,775 | 1.6% |
| LINCOLN EDL SVCS CORP | COM | $2.4M | 59,439 | 1.6% |
| ST JOE CO | COM | $2.0M | 32,253 | 1.3% |
| COURSERA INC Call | COM | $1.9M | 324,500 | 1.3% |
| PROFOUND MED CORP | COM NEW | $1.6M | 240,739 | 1.0% |
| THE ONCOLOGY INSTITUTE INC | COM | $1.4M | 462,057 | 0.9% |
| PRICE T ROWE GROUP INC Put | COM | $1.3M | 14,800 | 0.9% |
| QUOIN PHARMACEUTICALS LTD | SPONSORED ADS | $1.3M | 196,592 | 0.9% |
| PILGRIMS PRIDE CORP | COM | $1.2M | 31,384 | 0.8% |
| CAL MAINE FOODS INC | COM NEW | $1.1M | 14,227 | 0.7% |
| MARATHON PETE CORP | COM | $1.0M | 4,156 | 0.7% |
| UNICYCIVE THERAPEUTICS INC | COM NEW | $967,832 | 147,087 | 0.6% |
| ARMATA PHARMACEUTICALS INC | COM | $927,539 | 90,580 | 0.6% |
| MAREX GROUP PLC | ORD | $905,955 | 20,322 | 0.6% |
| TRAWS PHARMA INC | COM NEW | $763,106 | 416,998 | 0.5% |
| KAZIA THERAPEUTICS LTD | SPONSORED ADS | $593,950 | 79,832 | 0.4% |
| PTC THERAPEUTICS INC | COM | $569,703 | 8,362 | 0.4% |
| ESTABLISHMENT LABS HLDGS INC | COM | $535,322 | 9,428 | 0.4% |
| UNIVERSAL TECHNICAL INST INC | COM | $526,374 | 14,581 | 0.3% |
| COURSERA INC | COM | $513,161 | 88,172 | 0.3% |
| COPA HOLDINGS SA | CL A | $488,977 | 4,304 | 0.3% |
| DOLE PLC | ORD SHS | $471,756 | 33,013 | 0.3% |
| CAPRICOR THERAPEUTICS INC | COM NEW | $427,728 | 14,070 | 0.3% |
| NEURONETICS INC | COM | $390,352 | 269,208 | 0.3% |
| XP INC | CL A | $384,151 | 20,176 | 0.3% |
| JBS N.V. | CL A SHS | $382,692 | 21,308 | 0.3% |
| EKSO BIONICS HLDGS INC | COM NEW | $378,000 | 35,493 | 0.3% |
| CURIS INC | COM | $362,299 | 658,725 | 0.2% |
| DAKOTA GOLD CORP | COM | $348,657 | 69,041 | 0.2% |
| COGNITION THERAPEUTICS INC | COM | $327,345 | 431,000 | 0.2% |
| TALPHERA INC | COM NEW | $325,076 | 435,234 | 0.2% |
Changes between the last two quarters
- Mar 31, 2026 Dauntless Investment Group, LLC exited Tesla Inc (was $2,473,460, 5,500 shares) sec.gov
- Mar 31, 2026 Dauntless Investment Group, LLC exited Deere & Co (was $3,352,104, 7,200 shares) sec.gov
- Mar 31, 2026 Dauntless Investment Group, LLC opened a $8,500,440 position in Select Sector Spdr Tr (78,000 shares) sec.gov
- Mar 31, 2026 Dauntless Investment Group, LLC exited Vaneck Etf Trust (was $5,763,744, 67,200 shares) sec.gov
- Mar 31, 2026 Dauntless Investment Group, LLC exited Ishares Tr (was $35,767,468, 443,600 shares) sec.gov
- Mar 31, 2026 Dauntless Investment Group, LLC exited Carvana Co (was $2,067,898, 4,900 shares) sec.gov
- Mar 31, 2026 Dauntless Investment Group, LLC opened a $7,043,200 position in Ishares Tr (28,400 shares) sec.gov
- Mar 31, 2026 Dauntless Investment Group, LLC increased Kraneshares Trust 15,400 -> 376,400 shares ($524,370 -> $10,701,052) sec.gov
- Mar 31, 2026 Dauntless Investment Group, LLC increased Innoviva Inc 5,539 -> 122,402 shares ($110,725 -> $2,851,967) sec.gov
- Mar 31, 2026 Dauntless Investment Group, LLC opened a $78,709,368 position in Ishares Tr (824,700 shares) sec.gov
- Mar 31, 2026 Dauntless Investment Group, LLC exited Spdr Series Trust (was $31,140,922, 255,400 shares) sec.gov
- Mar 31, 2026 Dauntless Investment Group, LLC exited Nvidia Corporation (was $6,975,100, 37,400 shares) sec.gov
- Dec 31, 2025 Dauntless Investment Group, LLC exited Lineage Cell Therapeutics in (was $2,727,829, 1,614,100 shares) sec.gov
- Dec 31, 2025 Dauntless Investment Group, LLC opened a $5,763,744 position in Vaneck Etf Trust (67,200 shares) sec.gov
- Dec 31, 2025 Dauntless Investment Group, LLC exited Select Sector Spdr Tr (was $7,285,056, 30,400 shares) sec.gov
- Dec 31, 2025 Dauntless Investment Group, LLC exited Marathon Pete Corp (was $3,739,156, 19,400 shares) sec.gov
- Dec 31, 2025 Dauntless Investment Group, LLC exited Apple Inc (was $11,396,224, 44,800 shares) sec.gov
- Dec 31, 2025 Dauntless Investment Group, LLC exited Starbucks Corp (was $2,098,080, 24,800 shares) sec.gov
- Dec 31, 2025 Dauntless Investment Group, LLC increased Nvidia Corporation 16,600 -> 37,400 shares ($3,097,228 -> $6,975,100) sec.gov
- Dec 31, 2025 Dauntless Investment Group, LLC exited Amazon Com Inc (was $2,547,012, 11,600 shares) sec.gov
- Dec 31, 2025 Dauntless Investment Group, LLC exited Meta Platforms Inc (was $6,756,296, 9,200 shares) sec.gov
- Dec 31, 2025 Dauntless Investment Group, LLC reduced Palantir Technologies Inc 45,500 -> 7,700 shares ($8,300,110 -> $1,368,675) sec.gov
- Dec 31, 2025 Dauntless Investment Group, LLC reduced Okyo Pharma Ltd 2,422,048 -> 471,523 shares ($4,844,096 -> $745,929) sec.gov
- Dec 31, 2025 Dauntless Investment Group, LLC exited Coca Cola Co (was $5,139,800, 77,500 shares) sec.gov
- Dec 31, 2025 Dauntless Investment Group, LLC increased Ishares Tr 75,700 -> 108,000 shares ($3,114,298 -> $4,135,320) sec.gov
Real estate
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
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| Pointillist Partners | organisation | 2 | Nov 7, 2025, Nov 26, 2025 | Femasys Inc. (second closing notes and warrants via HFCG, LLC and MK Plumeria, LLC), Femasys Inc. (senior secured convertible notes and Series A-1/B-1/C-1 warrants), via Daniel Herr and Lauren Rimoin Living Trust | sec.gov |
| Jorey Chernett | organisation | 1 | Nov 7, 2025 | Femasys Inc. (senior secured convertible notes and Series A-1/B-1/C-1 warrants), via Daniel Herr and Lauren Rimoin Living Trust | sec.gov |
Independent sponsor relationships
No cited relationship to an independent sponsor.
Signals and timeline
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.
- Sep 13, 2026Classification changedDauntless Investment Group, LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Its own Schedule 13G filing describes the reporting person as a single family office and passive investor.)ClassificationFactsec.gov
- Sep 11, 2026Office discoveredDauntless Investment Group, LLC files Form 13F (non_adviser_filer, $125,934,771 in 71 positions)DiscoveryInferencesec.gov
- Jun 24, 2026Direct investmentDauntless Investment Group, LLC invested in Azitra, Inc. (pre-funded and common warrants; 9.58% holder)Direct investmentsFactsec.gov
- Mar 19, 2026New investment vehicleFemasys noteholders incl. Herr trust, MK Plumeria and HFCG consent to amendments and receive Series D-1 warrantsVehiclesFactsec.gov
- Nov 26, 2025Direct investmentDauntless Investment Group, LLC invested in Femasys Inc. (second closing notes and warrants via HFCG, LLC and MK Plumeria, LLC)Direct investmentsFactsec.gov
- Nov 13, 2025Direct investmentDauntless Investment Group, LLC invested in AEON Biopharma, Inc. (PIPE: pre-funded, PIPE and true-up warrants)Direct investmentsFactsec.gov
- Nov 7, 2025Direct investmentDauntless Investment Group, LLC invested in Femasys Inc. (senior secured convertible notes and Series A-1/B-1/C-1 warrants), via Daniel Herr and Lauren Rimoin Living TrustDirect investmentsFactsec.gov
Sources and evidence
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. 71 shown.
Score components
Freshness
+100 days since the newest source-dated fact or analyst verification (3 days)
Contactability
+10 verified business emails (1)
+20 verified business phones (4)
Data confidence
+10 website
+10 description
+10 stated mandate
+10 people
+15 investments
+5 public holdings
+10 regulatory record
+20 independent sources (5 sources)
Active deployment
+75 dated private investments in last 24 months (Femasys Inc. (senior secured convertible notes and Series A-1/B-1/C-1 warrants), via Daniel Herr and Lauren Rimoin Living Trust (2025-11-07); Femasys Inc. (second closing notes and warrants via HFCG, LLC and MK Plumeria, LLC) (2025-11-26); Azitra, Inc. (pre-funded and common warrants; 9.58% holder) (2026-06-24); AEON Biopharma, Inc. (PIPE: pre-funded, PIPE and true-up warrants) (2025-11-13))
+25 a dated private investment in last 12 months (2026-06-24)
Exists confidence
+50 regulatory identifier (CIK, CRD or EIN)
+20 website
+30 independent sources (5 sources)
+30 analyst-verified
Research priority
+11 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($151,045,892)
+15 single family or family investment company
+15 direct investments on record
+10 deployed in last 24 months
+5 no decision-maker yet (research would add one)
+0 rank (8)
Mandate confidence
+70 mandate supported by observed investments
+20 stated mandate on the record
Identity confidence
+90 classification (CONFIRMED_SFO (Its own Schedule 13G filing describes the reporting person as a single family office and passive investor.))
Real estate propensity
no components; scored 0
Co investment propensity
+80 co-investors on the record (Pointillist Partners; Pointillist Partners; Jorey Chernett; Jorey Chernett; Pointillist Partners)
+20 participant in syndicated rounds
Family identity confidence
+60 wealth origin or operating company on the record
+40 family named (Daniel Herr and Lauren Rimoin family (the office advises their living trust and )
+20 family principal on staff
Private markets propensity
+30 private markets investments observed
Current activity confidence
+50 dated private investment in 24 months
+25 filed a 13F for a recent quarter (the entity operates; not deployment)
+25 a source-dated fact within 12 months (3 days)
External manager propensity
no components; scored 0
Direct investment propensity
+70 observed direct investments (11 on the record)
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Aum stated | 13F reportable value $127.3M at 2026-06-30 (public securities only) “Form 13F Information Table Value Total: 127,280,360” | Jun 30, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Co invest behavior | Invests alongside a recurring PIPE syndicate incl. Pointillist Partners and Jorey Chernett (Femasys notes) “Pointillist Global Macro Series of Pointillist Partners LLC By: /s/ Jorey Chernett” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Control preference | Passive minority; positions capped by 9.99% beneficial ownership blockers “11 Percent of class represented by amount in row (9) 9.6 %” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Description | Self-described single family office and passive investor (13G cover) “Comment for Type of Reporting Person: Single Family Office/Passive Investor” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | Public website is a placeholder “Copyright © 2024 Dauntless Investment Group - All Rights Reserved.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) dauntlessinvestmentgroup.com | Fact |
| Edgar entity type | other | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Edgar forms | 13F-HR,SCHEDULE 13G,SCHEDULE 13G/A | Sep 12, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Family served | Daniel Herr and Lauren Rimoin family (the office advises their living trust and related LLCs) “As a result of the foregoing, each of Mr. Herr and Dauntless may be deemed to be the beneficial owner (as determined under Section 13(d) of the Securities Exchange Act of 1934, as amended) of the secu” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Filing address | 3283 Foxfire Dr., Milford, MI, 48380 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 3283 FOXFIRE DR., Milford, MI, 48380 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 3283 FOXFIRE DR., Milford, MI, 48380 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 8567 HUMMINGBIRD, Commerce Township, MI, 48382 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 8567 Hummingbird, Commerce Township, MI, 48382 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Filing address | 8567 HUMMINGBIRD, Commerce Township, MI, 48382 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F filer | Y | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F admission signal | non_adviser_filer | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Other managers on 13F | 0 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2026-03-31 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-12-31 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-09-30 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-06-30 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2025-03-31 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Latest 13F quarter | 2024-12-31 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 69 | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 71 | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 65 | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 69 | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 56 | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F positions | 62 | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $151M | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $126M | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $160M | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $57.3M | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $85.4M | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| 13F table value | $95.1M | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Formation year | About 2024 to 2025 (website copyright 2024; follows wind-down of Herr Investment Group in 2H 2024; first 13F filed Feb 2025) “Daniel is the managing member of Herr Investment Group which concluded investment advisory operations in the second half of 2024.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) journeyadvisory.group | Inference |
| Headquarters | 3283 Foxfire Dr., Milford, MI 48380 “The principal business address of Dauntless is 3283 Foxfire Dr., Milford, MI 48380.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Headquarters | Milford, MI | Mar 31, 2026 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Milford, MI | Dec 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Milford, MI | Sep 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Commerce Township, MI | Jun 30, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Commerce Township, MI | Mar 31, 2025 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Headquarters | Commerce Township, MI | Dec 31, 2024 | SEC Form 13F data sets (quarterly holdings, all filers) sec.gov | Fact |
| Invests directly | Yes; PIPEs, convertible notes and warrant packages in small-cap biotech and medtech issuers “reflect the exercise of Pre-funded Warrants and/or Common Warrants held by Dauntless Investment Group, LLC ("DIG") after giving effect to provisions that prevent the exercise of such securities if the” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Legal entity | Dauntless Investment Group, LLC, a Delaware LLC acting as investment advisor to family vehicles “Dauntless Investment Group, LLC (“Dauntless”) is a Delaware limited liability company that serves as investment advisor to Trust and has investment discretion with respect to securities held by Trust.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Legal entity | MK Plumeria, LLC (vehicle advised by Dauntless; Daniel Herr has voting control) “Daniel Herr has voting control over securities held by MK Plumeria. Dauntless serves as investment advisor to MK Plumeria and has investment discretion with respect to securities held by MK Plumeria.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Legal entity | HFCG, LLC (vehicle advised by Dauntless; Matthew Okkerse has voting control) “Matthew Okkerse has voting control over securities held by HFCG. Dauntless serves as investment advisor to HFCG and has investment discretion with respect to securities held by HFCG.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Legal entity | Daniel Herr and Lauren Rimoin Living Trust (family trust advised by Dauntless) “Daniel Herr has voting control over securities held by Trust.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Office type (stated) | single_family_office “Single Family Office/Passive Investor” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | Azitra, Inc. | Jun 25, 2026 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | KAZIA THERAPEUTICS LTD | Jun 13, 2025 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | OKYO Pharma Ltd | Mar 18, 2025 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | AEON Biopharma, Inc. | Mar 3, 2025 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Public stake filed (13D, 13G, Section 16) | FEMASYS INC | Feb 26, 2025 | SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.gov | Fact |
| Sectors | Small-cap biotech, pharma and women's health medtech (AEON, Azitra, Femasys, Quoin, Tiziana) “As of June 30, 2026, DIG held an aggregate of 12,490,154 Common Shares of AEON, 11,292,186 Common Shares of AZTR, 1,867,987 Common Shares of FEMY, 214,987 Common Shares of QNRX and 1,162,000 Common Sh” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Source of wealth | Principal Daniel Herr previously ran Herr Investment Group (RIA and private fund, wound down 2024) and has dairy operation partnerships; the source of family capital is not publicly stated “Daniel also has extensive experience in the dairy farming industry as a contributing partner for various dairy operations.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) journeyadvisory.group | Inference |
| Website | dauntlessinvestmentgroup.com | Sep 12, 2026 | DFX model output (classification rules, scores, mandates, matches) dauntlessinvestmentgroup.com | Inference |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) dauntlessinvestmentgroup.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) dauntlessinvestmentgroup.com | Fact |
| Website title | dauntlessinvestmentgroup.com | Sep 14, 2026 | Family office and investment company websites (about, team, portfolio, news pages) dauntlessinvestmentgroup.com | Fact |
| Website title | dauntlessinvestmentgroup.com | Sep 12, 2026 | Family office and investment company websites (about, team, portfolio, news pages) dauntlessinvestmentgroup.com | Fact |