DFX Intelligence
The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
T••••••• I•••••••••
Single family office (probable)Top 500· Newport Beach, CA
Single family office (probable), based in Newport Beach, CA, with 4 direct investments on record.
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
- 4
- Decision makers
- 1 of 7
- Last deployment
- Dec 2025
Deal announcements, Form D and filings
The office's site, Form ADV Schedule A and filings
The latest dated investment or commitment on record
As of · the latest observation of this office; filed figures carry their own filing dates
Why this matters
- Direct, 12 months 2Direct, all time 4
- Co-investors 12
- Contact points 4
Readings, classification basis and verificationidentity confidence 70% · 22 observations · 4 sourcesShowHide
Single family office (probable)Verified Sep 16, 2026 (7 days ago)7 people · 4 investments · 0 public positions · 7 events
Why this class: a filing by a third party describes it as a single family office (cited).
Direct investing
75
high
Private markets
15
moderate
Co-investment
90
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, sponsor-friendly, real estate.
Overviewshow
Profile completeness 63% (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
- ••• Locked
- Headquarters
- Newport Beach, CA
- Office address
- unknown
- Business phone
- unknown
- Website
- t•••••••.com
- Year established
- unknown
- Assets under management
- $2.0B as of Jan 1, 2025Fact
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
- Family office of the P•••• family, founded by BU P•••• and grown by sons M••• and T••••• P••••
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team7 people, 1 with investment decisionsshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| T••••• P•••• family | Chairman, Founder | Family principal · investment decisions | email: ••• Locked (unverified) | ocbj.com Fact |
| G••••• P•••• | Managing Director | Investment committee · investment decisions | none on record | investors.amneal.com Fact |
| G••••• P•••• | Managing Director | Leadership · investment decisions | email: ••• Locked (unverified) | sec.gov Fact |
| T••••• P•••• | Chairman and Founder | Leadership | email: ••• Locked (unverified) | ocbj.com Fact |
| T•• N••• | Senior Advisor | Other | none on record | sec.gov Fact |
| M•••••• C•••• | Managing Director | Public markets · investment decisions | none on record | ocbj.com Fact |
| R•••• R•••• | Managing Director and Head of Venture and Growth Equity | Venture · investment decisions | email: ••• Locked (unverified) | prnewswire.com Fact |
Office contact points
Investment mandateshow
••• Locked
Stated (their words, cited)
- Sectors
- ••• Locked Fact ocbj.com“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- minority (3), unknown (1) Fact
- Sectors
- Clinical Trial Site Network (1), Specialty Pharmacy Technology (1) Fact
- Subsectors
- none Fact
- Co investors
- M•••• V•••• C•••••• (1), S••• (1), S••••••• V••••••• (1), G••••••••• V••••••• (1), C•••••••• C•••••• (1), U••••• C•••••• (1) Fact
- Asset classes
- growth equity (1), venture (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 4 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 4 Fact
- Investment kinds
- round participation (2), growth equity (lead) (1), venture (participant) (1) Fact
- First and last deal
- Last: 2025-12-17 · First: 2019-05-15 Fact
- Lead vs participant
- lead (3), participant (1) Fact
- Disclosed check sizes
- Max: $25.0M · Min: $25.0M · Count: 1 Fact••• Locked
Inferred (regulatory shape and team)
- Venture team
- 1 Inferencenamed professionals with this responsibility
- Public markets team
- 1 Inferencenamed professionals with this responsibility
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- Investment mandate is public and private opportunities in healthcare and other growth markets
- Geography
- unknown
- Check size
- unknown
Direct investments3 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Dec 17, 2025 | C•••••••• R••••••• •••• | Growth equity (lead) | Clinical Trial Site Network | lead · minority | unknown | none named | prnewswire.com Fact “••• Locked” |
| Jan 12, 2022 | C•••••• H••••• | Round participation | unknown | lead · minority | unknown round $22.0M | M•••• V•••• C•••••• (co investor), S••• (co investor), S••••••• V••••••• (co investor) | globenewswire.com Fact “••• Locked” |
| May 15, 2019 | P••• | Venture (participant) | Specialty Pharmacy Technology | participant · minority | $25.0M | G••••••••• V••••••• (co investor), C•••••••• C•••••• (co investor), U••••• C•••••• (co investor) | ocbj.com Fact “••• Locked” |
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-investors6show
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| S••••••• V••••••• | organisation | 1 | Jan 12, 2022 (historical) | C•••••• H••••• | globenewswire.com |
| M•••• V•••• C•••••• | organisation | 1 | Jan 12, 2022 (historical) | C•••••• H••••• | globenewswire.com |
| S••• | organisation | 1 | Jan 12, 2022 (historical) | C•••••• H••••• | globenewswire.com |
| C•••••••• C•••••• | organisation | 1 | May 15, 2019 (historical) | P••• | ocbj.com |
| U••••• C•••••• | organisation | 1 | May 15, 2019 (historical) | P••• | ocbj.com |
| G••••••••• V••••••• | organisation | 1 | May 15, 2019 (historical) | P••• | ocbj.com |
- U••••• C•••••• May 15, 2019 recurring (2) Fact ocbj.com
- C•••••••• C•••••• May 15, 2019 recurring (2) Fact ocbj.com
- G••••••••• V••••••• May 15, 2019 recurring (2) Fact ocbj.com
- U••••• C•••••• May 15, 2019 recurring (2) Fact ocbj.com
- C•••••••• C•••••• May 15, 2019 recurring (2) Fact ocbj.com
- G••••••••• V••••••• May 15, 2019 recurring (2) Fact ocbj.com
- S••••••• V••••••• Jan 12, 2022 recurring (2) Fact globenewswire.com
- S••• Jan 12, 2022 recurring (2) Fact globenewswire.com
- M•••• V•••• C•••••• Jan 12, 2022 recurring (2) Fact globenewswire.com
- S••••••• V••••••• Jan 12, 2022 recurring (2) Fact globenewswire.com
- S••• Jan 12, 2022 recurring (2) Fact globenewswire.com
- M•••• V•••• C•••••• Jan 12, 2022 recurring (2) Fact globenewswire.com
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities2show
Signals and timeline7show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 7 events. 13F position changes are under Public stakes and holdings.
- Jun 3, 2025New investment vehicle••• LockedVehiclesInferencesec.gov
- Mar 24, 2023Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Dec 17, 2025Direct investment••• LockedDirect investmentsFactprnewswire.com
- Dec 17, 2025Direct investment••• LockedDirect investmentsFactprnewswire.com
- May 15, 2019Direct investment••• LockedDirect investmentsFactocbj.com
- May 15, 2019Direct investment••• LockedDirect investmentsFactocbj.com
Sources and evidence22show
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. 22 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
Data confidence
+10 w••••••
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
+50 d•••• p•••••• i••••••••• i• l••• 2• m••••• (C•••••••• R••••••• (2025-12-17); C•••••••• R••••••• •••• (2025-12-17))
+25 a• d•••• p•••••• i••••••••• i• l••• 1• m••••• (2025-12-17)
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+12 d••••• i••••••••• o• r•••••
+10 d••••••• i• l••• 2• m•••••
+0 r••• (106)
Mandate confidence
+40 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
+80 c••••••••• o• t•• r••••• (••• Locked)
+10 p••••••••• i• s••••••••• r•••••
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (••• Locked)
+20 f••••• p•••••••• o• s••••
Private markets propensity
+15 p•••••• m•••••• i••••••••• o•••••••
Current activity confidence
+50 d•••• p•••••• i••••••••• i• 2• m•••••
+25 a• s••••••••• f••• w••••• 1• m••••• (8 days)
External manager propensity
no components; scored 0
Direct investment propensity
+60 o••••••• d••••• i••••••••• (4 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Aum stated | ••• Locked “••• Locked” | Jan 1, 2025 | DFX analyst research (General-assisted, every claim URL-cited) ocbj.com | Fact |
| Assets under management | $2.0B | Jan 1, 2025 | DFX model output (c••••••••• rules, scores, mandates, matches) ocbj.com | Fact |
| Board participation | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) investors.amneal.com | Fact |
| Board participation | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) investors.amneal.com | Fact |
| Co invest behavior | ••• Locked “••• Locked” | Sep 12, 2025 | DFX analyst research (General-assisted, every claim URL-cited) finance.yahoo.com | Fact |
| Decision rights | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) ocbj.com | Fact |
| Decision rights | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) ocbj.com | Fact |
| Description | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com | Fact |
| Edgar fts discovery | family office | Mar 24, 2023 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family served | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) ocbj.com | Fact |
| Family served | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) ocbj.com | Fact |
| Liquidity event | ••• Locked “••• Locked” | Jan 1, 2011 | DFX analyst research (General-assisted, every claim URL-cited) ocbj.com | Fact |
| Office type (stated) | Single family office | Mar 24, 2023 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) investors.amneal.com | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) investors.amneal.com | Fact |
| Sectors | ••• Locked “••• Locked” | Jan 1, 2019 | DFX analyst research (General-assisted, every claim URL-cited) ocbj.com | Fact |
| Stage preference | ••• Locked “growth equity round led by T••••••• I•••••••••” | Dec 17, 2025 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) ocbj.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) ocbj.com | Fact |
| Website | ••• Locked | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) t•••••••.com | Inference |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com | Fact |
| Website title | ••• Locked | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) t•••••••.com | Fact |
Not yet on record: capital scale.