DFX Intelligence
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M••••• O••••••••• G••••
Single family office (probable)
Single family office (probable).
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Direct investments
- Not established
- Decision makers
- 1
- Capital scale
- Not established
- Last deployment
- Not established
The office's site, Form ADV Schedule A and filings
As of · the latest observation of this office; filed figures carry their own filing dates
What we can say about this record
We hold 11 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 70% · 11 observations · 3 sourcesShowHide
Single family office (probable)Verified Sep 21, 2026 (2 days ago)2 people · 0 investments · 0 public positions · 4 events
Why this class: a filing by a third party describes it as a single family office (cited).
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
- unknown
- Headquarters
- Jupiter, F••••••
- Office address
- unknown
- Business phone
- unknown
- Website
- unknown
- Year established
- unknown
- Assets under management
- $2.0B as of Dec 31, 2021Fact
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
- C••••• family: J•••••• A. C••••• is the controlling officer (P••••••••, D•••••••, S••••••••, T••••••••) of the office's F•••••• entity, M••••• Group, Inc.
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team2 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| M•••• G••• | CIO | Chief investment officer · investment decisions | none on record | sec.gov Fact |
| J•••••• C••••• family | P••••••••, D•••••••, S••••••••, T•••••••• | Family principal · investment decisions | none on record | bizprofile.net Fact |
Former
M•••• G•••, P••••••••/CIO, until Sep 21, 2026
Investment mandateshow
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)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- 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 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.
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••••••••• (M•••• G••• (CIO))
Data confidence
+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••• (1208)
Mandate confidence
no components; scored 0
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•••• (••• Locked)
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
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 |
|---|---|---|---|---|
| Aum stated | ••• Locked “$2B AUM, 23 entity single-family office” | Dec 31, 2021 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Assets under management | $2.0B | Dec 31, 2021 | DFX model output (c••••••••• rules, scores, mandates, matches) sec.gov | Fact |
| Edgar fts discovery | family office | Mar 29, 2024 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family served | ••• Locked “P••••••••, D•••••••, S••••••••, T••••••••, Authorized Person” | Oct 29, 2018 | DFX analyst research (General-assisted, every claim URL-cited) bizprofile.net | Inference |
| Headquarters | Jupiter, F•••••• “••• Locked” | Oct 29, 2018 | DFX analyst research (General-assisted, every claim URL-cited) bizprofile.net | Fact |
| Legal entity | A private family office “a private family office” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Liquidity event | ••• Locked “C••••• got $500 million” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Inference |
| Office type (stated) | single_family_office | Mar 29, 2024 | 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) en.wikipedia.org | 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 |