DFX Intelligence
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M••••• B••••••• L•••••••
Family investment company· Charlotte, NC
Family investment company, based in Charlotte, NC.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Decision makers
- 1 of 1
The office's site, Form ADV Schedule A and filings
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% · 8 observations · 3 sourcesShowHide
Family investment companyVerified Sep 16, 2026 (8 days ago)1 people · 0 investments · 0 public positions · 2 events
Why this class: a filing by a third party describes it as a family investment company (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 22% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
- Classification
- Family investment company
- Description
- ••• Locked
- Headquarters
- Charlotte, NC
- 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
Team1 people, 1 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| H••• M•••••• I•• family | Managing Member of M••••• B••••••• L••••••• | Family principal · investment decisions | none on record |
Signals and timeline2show
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.
- Apr 23, 2026Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
Investment mandateshow
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
- 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.
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 entitiesshow
Sources and evidence8show
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. 8 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (H••• M•••••• I•• (Managing Member))
Data confidence
+10 d•••••••••
+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••• (1227)
Mandate confidence
no components; scored 0
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (152 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 8 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Decision rights | ••• Locked “••• Locked” | Apr 23, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | ••• Locked “••• Locked” | Apr 23, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | ••• Locked “••• Locked” | Jan 1, 2006 | DFX analyst research (General-assisted, every claim URL-cited) collwick.com | Fact |
| Edgar fts discovery | family investment office | Apr 23, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Office type (stated) | Family investment company | Apr 23, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Website search | research_hint:mbl-advisors.com “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | 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: direct investments, capital scale, last deployment.