DFX Intelligence
Family office profile
J••••••• G••••• L••
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Cornelius, NCSingle family office (probable)identity confidence 70%Top 500 by research priority
Why this class: a filing by a third party describes it as a single family office (cited).
Verified Sep 21, 2026 (2 days ago)
Last observed Sep 21, 2026 · 11 observations · 3 sources
2 people · 2 investments · 0 public positions · 4 events
Direct investing
30
moderate
Co-investment
40
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.
Overviewshow
Profile completeness 44% (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
- unknown
- Headquarters
- Cornelius, NC
- 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
- A••••• family
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team2 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| W•••••• A••••• family | Managing Member | Family principal · investment decisions | none on record | |
| W•••••• A••••• | C••••••••• m••••• • C•• o• a• a••••••••• c•••••• | Leadership | none on record | sec.gov Fact |
Investment mandateshow
••• Locked
Stated (their words, cited)
- Asset classes
- ••• Locked Inference sec.gov“••• Locked”
- Invests directly
- ••• Locked Fact assets.disclosurequest.com“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- minority (1), unknown (1) Fact
- Sectors
- technology (1) Fact
- Subsectors
- none Fact
- Co investors
- C•••• C••••• (1) Fact
- Asset classes
- private equity (1), private equity / private credit (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 2 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 2 Fact
- Investment kinds
- option agreement / equity conversion (1), preferred stock redemption / secured promissory note (1) Fact
- First and last deal
- Last: 2025-04-28 · First: 2024-10-08 Fact
- Lead vs participant
- unknown (2) Fact
- Disclosed check sizes
- Max: $35.0M · Min: $540,000 · Count: 2 Fact••• Locked
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- J••••••• G•••• holds/held preferred stock as a stockholder of A•••• M•••• H•••••••• I••• •••••••• R••••• I••••, the public company W•••••• A••••• controls
- Allocates to managers
- unknown
- Asset classes
- J•••••••'s holdings are concentrated in equity, preferred stock and secured promissory notes of entities affiliated with its controller rather than a diversified portfolio
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments2 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Apr 28, 2025 | A•••• M•••• V•••••••• L•• | Option agreement / equity conversion | technology | unknown · minority | $35.0M | C•••• C••••• (co investor) | sec.gov Fact “••• Locked” |
| Oct 8, 2024 | A•••• M•••• H•••••••• I••• •••••••• R••••• I•••• | Preferred stock redemption / secured promissory note | unknown | unknown | $540,000 | J••••••• G••••• L•• (lender) | “••• 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-investors2show
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| C•••• C••••• | organisation | 1 | Apr 28, 2025 | A•••• M•••• V•••••••• L•• | sec.gov |
| J••••••• G••••• L•• | organisation (lender) | 1 | Oct 8, 2024 | A•••• M•••• H•••••••• I••• •••••••• R••••• I•••• | assets.disclosurequest.com |
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Signals and timeline4show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.
- Oct 21, 2025Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Apr 28, 2025Direct investment••• LockedDirect investmentsFactsec.gov
- Oct 8, 2024Direct investment••• LockedDirect investmentsFactassets.disclosurequest.com
Sources and evidence11show
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. 11 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (••• Locked)
Data confidence
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
+50 d•••• p•••••• i••••••••• i• l••• 2• m••••• (••• Locked)
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+6 d••••• i••••••••• o• r•••••
+10 d••••••• i• l••• 2• m•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (148)
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
+40 c••••••••• o• t•• r••••• (C•••• C•••••; C•••• C•••••)
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (A••••• family)
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
+50 d•••• p•••••• i••••••••• i• 2• m•••••
+25 a• s••••••••• f••• w••••• 1• m••••• (336 days)
External manager propensity
no components; scored 0
Direct investment propensity
+30 o••••••• d••••• i••••••••• (2 on the record)
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | ••• Locked “••• Locked” | Apr 28, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Decision rights | ••• Locked “W•••••• A•••••, Managing Member” | Oct 8, 2024 | DFX analyst research (General-assisted, every claim URL-cited) assets.disclosurequest.com | Fact |
| Edgar fts discovery | family office | Oct 21, 2025 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family served | A••••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Headquarters | Cornelius, NC “••• Locked” | Oct 8, 2024 | DFX analyst research (General-assisted, every claim URL-cited) assets.disclosurequest.com | Fact |
| Invests directly | ••• Locked “••• Locked” | Oct 8, 2024 | DFX analyst research (General-assisted, every claim URL-cited) assets.disclosurequest.com | Fact |
| Legal entity | ••• Locked “••• Locked” | Apr 28, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Office type (stated) | single_family_office | Oct 21, 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) sec.gov | 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 |