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M•••••• C••••••

Single family office (probable)· Richmond

Single family office (probable), based in Richmond.

Composed from this office's classification, location and record.

Decision makers
1 of 2
The office's site, Form ADV Schedule A and filings
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 27 May 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 70% · 20 observations · 3 sourcesShow
Single family office (probable)Verified Sep 16, 2026 (8 days ago)2 people · 0 investments · 0 public positions · 1 events

Why this class: a press release by Primis Financial Corp. 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.

Profile completeness 22% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Single family office (probable)
Description
unknown
Headquarters
Richmond
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 12, 2026Single family office (probable) 70%a press release by Primis Financial Corp. describes it as a single family office (cited)Fact
Team
2 people, 1 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
B•••• S•••••••Managing PartnerLeadership · investment decisionsnone on record
vc.day Fact
D••••• A••••••withheld-1Operations and financenone on record
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

  • May 27, 2026Office discovered••• LockedDiscoveryFactprnewswire.com
Investment mandate
show
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 investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
show
Form 13F holdings
No 13F filing on the record for this office.
Real estate
show
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
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
show
Sources and evidence
20show

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. 20 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (B•••• S••••••• (Managing Partner))
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••• (1210)
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
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (118 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 20 observations
FactValueEffectiveSourceClass
Asset allocation stated••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) vc.dayFact
Asset allocation stated••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) vc.dayFact
Asset allocation stated••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) vc.dayFact
Asset allocation stated••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) vc.dayFact
Decision rights••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) vc.dayFact
Decision rights••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) vc.dayFact
Decision rights••• Locked
“Chief Financial Officer & Investor”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) madisonfoundersnetwork.comFact
Decision rights••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) vc.dayFact
Decision rights••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) vc.dayFact
Decision rights••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) vc.dayFact
Decision rights••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) vc.dayFact
Decision rights••• Locked
“Chief Financial Officer & Investor”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) madisonfoundersnetwork.comFact
HeadquartersRichmondMay 27, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Legal entity••• Locked
“••• Locked”
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) vc.dayFact
Legal entity••• Locked
“••• Locked”
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) vc.dayFact
Office type (stated)Single family officeMay 27, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Single family officeMay 27, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Single family officeMay 27, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Website searchNot foundSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchNot foundSep 14, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference

Not yet on record: direct investments, capital scale, last deployment.