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K••••

Single family office (probable)

Single family office (probable).

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

Decision makers
2 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: 14 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 70% · 19 observations · 3 sourcesShow
Single family office (probable)Verified Sep 21, 2026 (3 days ago)2 people · 0 investments · 0 public positions · 2 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.

Profile completeness 19% (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
••• Locked
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
Team
2 people, 2 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
G••• W•••••Co-founding PartnerLeadership · investment decisionsnone on record
sec.gov Fact
J••••••• M•••••• familyPartnerLeadership · investment decisionsnone on record
sec.gov Fact
Signals and timeline
2show

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.

  • Nov 5, 2025Office discovered••• LockedDiscoveryFactsec.gov
  • Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
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
Invests directly on its own balance sheet rather than committing to third-party funds; the filing describes it making the investments and transactions itself.
Allocates to managers
unknown
Asset classes
Also subscribes for equity warrants and options and trades listed equities, fixed income and currencies directly.
Sectors
Concentrated in financial services: wealth management, broker-dealers and credit, plus small and medium-sized enterprises generally.
Geography
Internationally focused, with a UK base and US listed-vehicle activity.
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
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••••••••• (1 day)
Contactability
+30 n•••• d••••••••• (G••• W••••• (Co-founding Partner); J••••••• M•••••• (Partner))
Data confidence
+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••• (1224)
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
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (321 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 19 observations
FactValueEffectiveSourceClass
Asset classes••• Locked
“••• Locked”
Oct 5, 2020DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Asset classes••• Locked
“••• Locked”
Oct 5, 2020DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Board participation••• Locked
“••• Locked”
Oct 5, 2020DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Co invest behavior••• Locked
“••• Locked”
Mar 19, 2024DFX analyst research (General-assisted, every claim URL-cited) prnewswire.comFact
Control preference••• Locked
“••• Locked”
Mar 19, 2024DFX analyst research (General-assisted, every claim URL-cited) prnewswire.comInference
Decision rights••• Locked
“••• Locked”
Oct 5, 2020DFX analyst research (General-assisted, every claim URL-cited) sec.govInference
Edgar fts discoveryfamily officeNov 5, 2025SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Formation year••• Locked
“••• Locked”
Oct 5, 2020DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Geographic mandate••• Locked
“••• Locked”
Mar 19, 2024DFX analyst research (General-assisted, every claim URL-cited) prnewswire.comFact
Headquarters••• Locked
“••• Locked”
Oct 5, 2020DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Invests directly••• Locked
“••• Locked”
Sep 21, 2026DFX analyst research (General-assisted, every claim URL-cited) sec.govInference
Legal entity••• Locked
“••• Locked”
Oct 5, 2020DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Legal entity••• Locked
“••• Locked”
Oct 5, 2020DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Office type (stated)Single family officeNov 5, 2025SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.govFact
Real estate strategy••• Locked
“••• Locked”
Oct 5, 2020DFX analyst research (General-assisted, every claim URL-cited) sec.govFact
Sectors••• Locked
“••• Locked”
Mar 19, 2024DFX analyst research (General-assisted, every claim URL-cited) prnewswire.comInference
Team size total••• Locked
“••• Locked”
Oct 5, 2020DFX analyst research (General-assisted, every claim URL-cited) sec.govEstimate
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.