DFX Intelligence
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S••• I••••••••• L••
Family investment company
Family investment company, with 1 direct investment 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
- 1
- Decision makers
- 1 of 3
- Last deployment
- Dec 2015
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
What matters now
- Dec 2015latest direct deal
Latest direct deals: W•••••• R••• E••••• I••••••••• T••••• I••• (real estate, Dec 2015). No newer direct deal is on record since 31 Dec 2015.
What it bought last is the best guide to what it will buy next, and to the check it writes.
Factannounced deals, press and filingsFor Founders and sponsors raising equityAll direct i••••••••• →
Readings, classification basis and verificationidentity confidence 70% · 10 observations · 3 sourcesShowHide
Family investment companyVerified Sep 16, 2026 (8 days ago)3 people · 1 investment · 0 public positions · 4 events
Why this class: a filing by a third party describes it as a family investment company (cited).
Direct investing
15
moderate
Co-investment
80
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.
Profile completeness 41% (high value, high value shallow; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
- Classification
- Family investment company
- 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, 2026Family investment company 70%a filing by a third party describes it as a family investment company (cited)Fact
- Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Team3 people, 1 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J•••• H• K•••• | Chief Investment Officer | Chief investment officer · investment decisions | none on record | |
| R••••• J• S•••••• | Controlling Member | Leadership | none on record | ir.whlr.us Fact |
| J••••••• C• S•••••• family | Asset Manager | Operations and finance | none on record | sec.gov Fact |
1 former personShow fewer
J•••• H• K••••, Former Chief Investment Officer, until Sep 16, 2026
Signals and timeline4show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.
- Mar 29, 2019Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Jan 1, 2019Succession event••• Lockedp•••••Factfskkrcapitalcorp.com
- Dec 31, 2015Direct investment••• LockedDirect investmentsFactir.whlr.us
Investment mandateshow
••• Locked
Stated (their words, cited)
- Asset classes
- ••• Locked Fact sec.gov“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- minority (1) Fact
- Sectors
- real estate (1) Fact
- Subsectors
- none Fact
- Co investors
- R••••• J• S•••••• (1), J•••• H• K•••• (1) Fact
- Asset classes
- REIT preferred stock (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 1 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 1 Fact
- Investment kinds
- equity (1) Fact
- First and last deal
- Last: 2015-12-31 · First: 2015-12-31 Fact
- Lead vs participant
- unknown (1) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- Invests in private and public businesses focused on finance, REITs, and restaurants.
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments1 dealshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Dec 31, 2015 | W•••••• R••• E••••• I••••••••• T••••• I••• | Equity | real estate | unknown · minority | unknown | R••••• J• S•••••• (co investor), J•••• H• K•••• (co investor) | ir.whlr.us 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-investors2show
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| R••••• J• S•••••• | organisation | 1 | Dec 31, 2015 (historical) | W•••••• R••• E••••• I••••••••• T••••• I••• | ir.whlr.us |
| J•••• H• K•••• | organisation | 1 | Dec 31, 2015 (historical) | W•••••• R••• E••••• I••••••••• T••••• I••• | ir.whlr.us |
- J•••• H• K•••• Dec 31, 2015 recurring (2) Fact ir.whlr.us
- R••••• J• S•••••• Dec 31, 2015 recurring (2) Fact ir.whlr.us
- J•••• H• K•••• Dec 31, 2015 recurring (2) Fact ir.whlr.us
- R••••• J• S•••••• Dec 31, 2015 recurring (2) Fact ir.whlr.us
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Sources and evidence10show
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. 10 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
Data confidence
+10 s••••• m••••••
+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••••••
+3 d••••• i••••••••• o• r•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (807)
Mandate confidence
+10 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)
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
+15 o••••••• d••••• i••••••••• (1 on the record)
Independent sponsor propensity
no components; scored 0
View all 10 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Decision rights | ••• Locked “••• Locked” | Dec 31, 2015 | DFX analyst research (General-assisted, every claim URL-cited) ir.whlr.us | Fact |
| Edgar fts discovery | family investment office | Mar 29, 2019 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family involvement | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Former name | i3 Funds, LLC “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Headquarters | ••• Locked “••• Locked” | Dec 31, 2015 | DFX analyst research (General-assisted, every claim URL-cited) ir.whlr.us | Fact |
| Office type (stated) | Family investment company | Mar 29, 2019 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Website search | Not found | Sep 20, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| 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: capital scale.