Family office profile

V••••• H••••••••• P•••••••

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New York, NYSingle 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 16, 2026 (7 days ago)
Last observed Sep 21, 2026 · 19 observations · 3 sources
5 people · 5 investments · 0 public positions · 8 events
Direct investing
85
high
Co-investment
100
high

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.

Overview
show
Profile completeness 50% (high value, high value deep; 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
New York, NY
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 origin
show
Family served
J•••••• family
Source of wealth
••• Locked
Operating company origin
unknown
Team
5 peopleshow
PersonTitleResponsibilityBusiness contactSource
K•••• F••••Chief Executive Officer, Chief Investment Officer and Managing Member of V••••• HoldingsChief investment officer · investment decisionsnone on record
sec.gov Fact
K•••• T• F••••C•••• E•••••••• O••••••• V••••• H••••••• L••Leadershipnone on record
S••••• R• K••••••••Co-FounderLeadership · investment decisionsnone on record
sec.gov Fact
C•••••• G••••••Managing Director, V••••• HoldingsOperations and financenone on record
sec.gov Fact
T••••• K•••••••Executive Director, V••••• HoldingsOthernone on record
sec.gov Fact
Former
M•••••• J••••••, Founder, until Sep 16, 2026
S••••• K••••••••, Co-Founder and Managing Director, until Sep 16, 2026
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
States
none Fact
Control
minority (4), unknown (1) Fact
Sectors
anti-infectives (1), respiratory disease therapeutics (1) Fact
Subsectors
none Fact
Co investors
W•••••• P••••• (1), 5•• V••••••• (1), C••••• V••••••• (1), N•• L••• V••••••• (1) Fact
Asset classes
biopharmaceutical (2) Fact
Direct vs fund
Fund: 0 · Direct: 5 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
5 Fact
Investment kinds
round participation (3), reverse-merger share receipt (1), venture investment, acquired (1) Fact
First and last deal
Last: 2017-11-03 · First: 2012-11-13 Fact
Lead vs participant
lead (3), participant (2) Fact
Disclosed check sizes
Max: $560M · Min: $560M · Count: 1 Fact
••• Locked
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
5 dealsshow
DateCompanyKindSectorRoleAmountWithSource
Nov 3, 2017M•••••• T•••••••••Reverse-merger share receiptanti-infectiveslead · minorityunknownnone named
sec.gov Fact
••• Locked
Jun 10, 2015M•••••• T•••••••••Round participationunknownparticipant · minorityunknown
round $67.0M
none named
••• Locked
Oct 7, 2013M•••••• T•••••••••Round participationunknownparticipant · minorityunknownW•••••• P••••• (co investor)
••• Locked
Nov 13, 2012P•••• T••••••••• I••Round participationunknownlead · minorityunknown
round $65.0M
none named
••• Locked
n/a
exit Jun 10, 2013
P•••• T••••••••• I••Venture investment, acquiredrespiratory disease therapeuticslead$560M5•• V••••••• (co investor), C••••• V••••••• (co investor), N•• L••• V••••••• (co investor)
••• Locked
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
4show
CounterpartyKindShared dealsFirst, lastExamplesSource
W•••••• P•••••organisation1Oct 7, 2013 (historical)M•••••• T•••••••••globenewswire.com
C••••• V•••••••organisation1undated (historical)P•••• T••••••••• I••globenewswire.com
5•• V•••••••organisation1undated (historical)P•••• T••••••••• I••globenewswire.com
N•• L••• V•••••••organisation1undated (historical)P•••• T••••••••• I••globenewswire.com
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
show
Signals and timeline
8show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 8 events. 13F position changes are under Public stakes and holdings.

  • Mar 31, 2023Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
  • Jan 1, 2018Service provider changed••• LockedOrganisationFactferroholdings.com
  • Nov 3, 2017New investment vehicle••• LockedVehiclesFactsec.gov
  • Nov 3, 2017Direct investment••• LockedDirect investmentsFactsec.gov
  • Jun 10, 2013Portfolio exit••• LockedDirect investmentsFactglobenewswire.com
  • Jun 10, 2013Portfolio exit••• LockedDirect investmentsFactglobenewswire.com
  • Jan 1, 2007Office formed••• LockedOrganisationFacten.wikipedia.org
Sources and evidence
19show

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. 19 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
Data confidence
+10 p•••••
+15 i•••••••••
+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••••••
+15 d••••• i••••••••• o• r•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (177)
Mandate confidence
+50 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
+80 c••••••••• o• t•• r••••• (••• Locked)
+20 p••••••••• i• s••••••••• r•••••
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (J•••••• family)
+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
+70 o••••••• d••••• i••••••••• (5 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Decision rights••• Locked
••• Locked
Nov 13, 2017DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Edgar fts discoveryfamily officeMar 31, 2023SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Family servedJ•••••• family
••• Locked
n/aDFX analyst research (General-assisted, every claim URL-cited) forbes.comFact
Family wealth estimate••• Locked
••• Locked
Mar 1, 2015DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact
Formation year••• Locked
••• Locked
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact
Formation year••• Locked
••• Locked
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact
Legal entity••• Locked
••• Locked
Nov 13, 2017DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Office type (stated)single_family_officeMar 31, 2023SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Philanthropy program••• Locked
••• Locked
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact
Philanthropy program••• Locked
••• Locked
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact
Philanthropy program••• Locked
••• Locked
Nov 1, 2024DFX analyst research (General-assisted, every claim URL-cited) lifestylesmagazine.comFact
Sponsor behavior••• Locked
••• Locked
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) globenewswire.comFact
Sponsor behavior••• Locked
••• Locked
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) globenewswire.comFact
Source of wealth••• Locked
••• Locked
Sep 16, 2026DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact
Source of wealth••• Locked
••• Locked
Sep 15, 2026DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.orgFact
Website searchnot_foundSep 21, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website searchnot_foundSep 19, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
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