DFX Intelligence
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C•••••• F••••• M••••••••• L••
CandidateNot hand-verified in 180 days· Atlanta, GA
Candidate, based in Atlanta, GA.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Last deployment
- Feb 2026
The latest dated investment or commitment on record
As of · the latest observation of this office; filed figures carry their own filing dates
This entity is a candidate. One public signal put it on the graph; it is not counted as a confirmed family office and nothing below should be read as saying it is one.
What matters now
- +2new vehicles, 12 months
1 vehicle linked to it by a shared principal appeared on Form D on 11 Feb 2026 (C•••••• A•• L•); 1 vehicle linked to it by a shared principal appeared on Form D on 17 Dec 2025 (C•••••• C•••••• 4• L•).
A new vehicle is capital being raised or parked for a specific purpose: a co-investment vehicle means a deal the office is in that no announcement names yet.
InferenceSEC Form D and Form ADV; F••• D• v••••••• l••••• by a shared principalFor Sponsors seeking co-investors, fund managersIts funds and vehicles →
Readings, classification basis and verificationidentity confidence 45% · 30 observations · 2 sourcesShowHide
CandidateNot yet hand-verified1 people · 0 investments · 0 public positions · 12 events
Why this class: registered adviser with a family-named firm (investments, holdings, capital, wealth).
Private markets
10
low
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, sponsor-friendly, real estate, co-investment.
Profile completeness 31% (low value, unresolved; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
- Classification
- Candidate
- Description
- unknown
- Headquarters
- Atlanta, GA
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- unknown
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
- SEC registration
- ERA since May 11, 2018Fact
- Private funds advised
- 4 (PE n/a, VC 4, hedge n/a, real estate n/a), gross assets $97.2MFact
Classification history
- Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)Inference
Team1 people, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| E••••••• S•••• | Managing Director | Leadership | none on record |
Office contact points
Signals and timeline12show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 12 events. 13F position changes are under Public stakes and holdings.
- Feb 11, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
- Dec 17, 2025New investment vehicle••• LockedVehiclesInferencesec.gov
- Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
- Feb 27, 2024Fund gross assets down••• LockedVehiclesFactadviserinfo.sec.gov
- Feb 27, 2024Fund gross assets down••• LockedVehiclesFactadviserinfo.sec.gov
Full timeline · 12 eventsShow fewer
- Mar 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- May 11, 2018Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 24, 2020Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 3, 2022Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 3, 2022Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 14, 2021Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Feb 25, 2026Fund gross assets down••• LockedVehiclesFactreports.adviserinfo.sec.gov
Investment mandateshow
••• Locked
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)
- Venture funds advised
- 4 InferenceForm ADV Item 7.B
- 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.
Its own private funds (Form ADV Schedule D 7.B.(1))What these figures areEach fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.
| Fund | Type | Gross asset value | Related share | Reported | Form D |
|---|---|---|---|---|---|
| C•••••• F••••• R•••• 3• L• | Venture Capital Fund | $58.7M Feb 25, 2026 | 1% | Mar 3, 2022 to now | 021-415935 |
| C•••••• F•••••• L• | Venture Capital Fund | $24.1M Feb 25, 2026 | 1% | May 11, 2018 to now | 021-280016 |
| C•••••• F••••• R•••• 2• L• | Venture Capital Fund | $13.4M Feb 25, 2026 | 1% | Mar 24, 2020 to now | 021-335525 |
| C•••••• F••••• S•• L• | Venture Capital Fund | $944,437 Feb 25, 2026 | 0% | Mar 3, 2022 to now | 021-404869 |
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 entities7show
Sources and evidence30show
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. 30 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (E••••••• S•••• (Managing Director))
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 p•••••
+10 r••••••••• r•••••
+10 i••••••••• s•••••• (2 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 i••••••••• s•••••• (2 sources)
Research priority
+3 c••••••••• i••••••• u•••••••••
+10 F••• D• v••••••• l•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (1507)
Mandate confidence
no components; scored 0
Identity confidence
+45 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
+10 F••• A•• v• f••• c•••• (4.0)
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 30 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | Era | Feb 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Feb 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Feb 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-02-25 | Feb 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | C•••••• F••••• M••••••••• L•• | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | C•••••• F••••• M••••••••• L•• | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | C•••••• F••••• M••••••••• L•• | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | C•••••• F••••• M••••••••• L•• | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 4 | Feb 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 4 | Feb 27, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $97.2M | Feb 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $140M | Feb 27, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Share of its funds owned by itself and related persons | N | Feb 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Share of its funds owned by itself and related persons | N | Feb 27, 2024 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Form ADV status | ERA - Active | Feb 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2018-05-11 | Feb 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | ••• Locked | Feb 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Atlanta, GA | Feb 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Legal form | Limited Liability Company | Feb 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | ••• Locked | Feb 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds advised | 4 | Feb 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $97.2M | Feb 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 1 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Venture funds | 4 | Feb 25, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.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 |
Not yet on record: direct investments, decision makers, capital scale.