DFX Intelligence
Family office profile
G••••••• C••••••
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USSingle family office (probable)identity confidence 70%
Why this class: a filing by a third party describes it as a single family office (cited).
Verified Sep 21, 2026 (yesterday)
Last observed Sep 21, 2026 · 14 observations · 3 sources
1 people · 0 investments · 0 public positions · 2 events
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
Profile completeness 31% (medium value, medium; 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
- ••• 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.
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
- B•••••• family
- Source of wealth
- ••• Locked
- Operating company origin
- Prior to founding his own firms, B•••••• was a partner at an investment banking firm acquired by Global Capital in 1999.
Team1 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J•••• B•••••• family | Founder | Leadership | none on record | sec.gov Fact |
Investment mandateshow
••• Locked
Stated (their words, cited)
- Asset classes
- ••• Locked Inference sec.gov“••• Locked”
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- Invests directly in micro-cap public equities, held long-term and non-speculatively.
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
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-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Signals and timeline2show
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.
- May 29, 2026Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
Sources and evidence14show
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. 14 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (J•••• B•••••• (Founder))
Data confidence
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1205)
Mandate confidence
+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
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (B•••••• family)
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (116 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 |
|---|---|---|---|---|
| Asset classes | ••• Locked “strategic micro-cap positions, emphasizing long-term, non-speculative investments.” | Dec 12, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Aum stated | $1-2 million held in strategic micro-cap positions. “••• Locked” | Dec 12, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | ••• Locked “••• Locked” | Dec 12, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Edgar fts discovery | family office | May 29, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family served | B•••••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Formation year | 2020 “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Formation year | 2020 “••• Locked” | Sep 19, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Office type (stated) | single_family_office | May 29, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Operating company origin | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Operating company origin | ••• Locked “••• Locked” | Sep 19, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 19, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | 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 |