DFX Intelligence

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M•• C••••••• L•••

Single family office (confirmed)Top 500· New York, NY

Single family office (confirmed), based in New York, NY, with 48 direct investments on record.

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

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

Direct investments: 48
Decision makers: 4 of 4
13F holdings: $102M
Last deployment: Sep 2026

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1 export, up to 5 contact reveals

Direct investments (48)Mandate

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

What matters now

2
direct deals, 12 months
Latest direct deals: The B•••••• I•••••••• Group (I•••••••• brokerage, Reported by FT, not announced, led, Sep 2026), H••• (Blood pressure health tech, Series B extension, $19M check, Jul 2026) and S••••••••• (Artificial intelligence software, Series C, $100M check, Oct 2019).
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••••••••• →
+1
new vehicle, 12 months
1 vehicle linked to it by a shared principal appeared on Form D on 11 Sep 2026 (B•• • M•• E•••••••• F••• 1• 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; Form D vehicles linked by a shared principalFor Sponsors seeking co-investors, fund managersIts funds and vehicles →

Readings, classification basis and verificationidentity confidence 75% · 153 observations · 6 sourcesShow

Single family office (confirmed)Verified Sep 13, 2026 (11 days ago)4 people · 54 investments · 3 public positions · 28 events

Why this class: M•• C•••••• (now DFO Management) is the family office that manages the capital of M•••••• D••• and his family..

Direct investing

high

External managers

moderate

Private markets

high

Sponsor-friendly

high

Real estate

elevated

Co-investment

100

high

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures.

Profile completeness 91% (high value, high value deep; the most valuable missing fact is real estate)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Overview

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Classification: Single family office (confirmed)
Description: ••• Locked
Headquarters: ••• Locked
Office address: unknown
Business phone: unknown
Website: d•••••••••.com
Year established: unknown
Assets under management: unknown
Foundation assets (IRS): $469M across 2 related private foundations, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale: Reported office AUM: unknown. 13F disclosed value $102M. Related foundation assets $469M. These are different facts and are never added together.
Form 13F: $102M across 3 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

Sep 13, 2026Single family office (confirmed) 75%The H••• release describes D••• Family Office as the family investment office of M•••••• D•••, which is a single family office.Factverifiedprnewswire.com“••• Locked”
Sep 13, 2026Single family office (confirmed) 75%M•• C•••••• (now DFO Management) is the family office that manages the capital of M•••••• D••• and his family.Factverifieden.wikipedia.org“••• Locked”
Sep 12, 2026Family investment company 70%a press release by H••• describes it as a family investment company (cited)Fact
Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference

Family and wealth origin

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Family served: M•••••• S• D••• and his family
Source of wealth: ••• Locked
Operating company origin: D••• Technologies (taken private 2013, EMC/VMware 2016, relisted 2018)

Team

4 people, 4 with investment decisions, decision makers firstshow

Person	Title	Responsibility	Business contact	Source
M••• R• L•••••	Manager of the General Partner	Leadership · investment decisions	phone: ••• Locked (published by the subject, Nov 14, 2024) phone: ••• Locked (published by the subject, Aug 14, 2024)	d•••••••••.com Factsec.gov Fact2 sources agree
A•••• M•••	Chief Investment Officer, DFO	Chief investment officer · investment decisions	none on record	d•••••••••.com Fact
M•••••• S• D••• family	Founder; controlling member of M•• C•••••• Management	Family principal · investment decisions	none on record	d•••••••••.com Fact
G•••• L•••••	Chairman, DFO; Co-CEO, BDT & M•• P•••••••	Leadership · investment decisions	none on record	d•••••••••.com Fact

2 former people

J••• C• P•••••, Former co-managing partner and CIO, M•• C••••••, until Sep 13, 2026

G•••• R• F••••••, Former co-managing partner, M•• C••••••, until Sep 13, 2026

Office contact points

Office address: ••• Locked (published by the subject) sec.gov

W••••••: ••• Locked (published by the subject) d•••••••••.com

Signals and timeline

14show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 14 events. 13F position changes are under Public stakes and holdings.

Sep 11, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
Sep 13, 2026Classification changed••• Lockedc•••••••••Factprnewswire.com
Sep 13, 2026Classification changed••• Lockedc•••••••••Facten.wikipedia.org
Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov
Jul 21, 2026Office discovered••• LockedDiscoveryFactprnewswire.com

Full timeline · 14 events

Sep 13, 2026Direct investment••• LockedDirect investmentsFactseekingalpha.com
Jul 21, 2026Direct investment••• LockedDirect investmentsFactprnewswire.com
Oct 28, 2024New manager relationship••• LockedFund relationshipsFactalternativeswatch.com
Oct 8, 2019Direct investment••• LockedDirect investmentsFactprnewswire.com
Feb 26, 2018Fund commitment disclosed••• LockedFund relationshipsFacttherealdeal.com
Aug 10, 2017Fund commitment disclosed••• LockedFund relationshipsFactrebusinessonline.com
Jul 27, 2016Fund commitment disclosed••• LockedFund relationshipsFacttherealdeal.com
Jul 1, 2016Direct investment••• LockedDirect investmentsFacten.wikipedia.org
Mar 19, 2009Direct investment••• LockedDirect investmentsFacthousingwire.com

Investment mandate

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••• Locked

Stated (their words, cited)

Asset classes: ••• Locked Fact d•••••••••.com
“••• Locked”
Allocates to managers: ••• Locked Fact alternativeswatch.com
“••• Locked”

Observed (from the investment record)

States: none Fact
Control: passive (33), significant influence (9), minority (6), unknown (3), majority (3) Fact
Sectors: Direct lending manager (1), B•••ing (1), Luxury hospitality (1), Landmark real estate / air rights (1), M••••••••• (1), Sports and entertainment (1), Blood pressure health tech (1) Fact
Subsectors: none Fact
Co investors: L•••••• M••••• I••••••••• (1), D••• C•••••• M••••••••• (1), J••• F•••••• • C•••••• (1), P•••••• • C•••••• (1), T••••••••• M••••••••• (1), L••••• R••• E••••• C•••••• p••••••••• (1), M•• P••••••• (1), KKR (1), S••••• L••• P••••••• (1), M•••• C•••••• P••••••• (1), T•••••• (1), L•••••• G•••• • P••••••• (1) Fact
Asset classes: public equity (42), real estate (5), private equity (3), private credit (2), venture (2) Fact
Direct vs fund: Fund: 1 · Direct: 48 · Real estate: 5 Fact
Sponsors backed: S••••• M•••••• • D••• C•••••• (1), T••••••••• M••••••••• (1), W•••••• (1) Fact
Investment count: 54 Fact
Investment kinds: public stake 13g (33), public stake 13d (9), acquisition (4), co investment (3), direct investment (2), round participation (2), credit (1) Fact
First and last deal: Last: 2026-09-13 · First: 2003-04-11 Fact
Lead vs participant: unknown (44), participant (6), lead (4) Fact
Disclosed check sizes: Max: $875M · Min: $19.0M · Count: 5 Fact
••• Locked

Inferred (regulatory shape and team)

Public equity book: $87.3M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only

Invests directly: unknown
Allocates to managers: Anchor LP and passive GP stake in 5C Investment Partners (private credit)
Asset classes: Public and private equities, credit, real estate and other asset classes, globally
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

6 dealsshow

Date	Company	Kind	Sector	Role	Amount	With	Source
Sep 13, 2026	T•• B•••••• I•••••••• G•••• •••••••• t••••••••• t•••••	Acquisition	I•••••••• brokerage	lead · majority	unknown	none named	seekingalpha.com Fact “••• Locked”
Jul 21, 2026	H••• •••••••	Round participation	Blood pressure health tech	unknown · minority	$19.0M	none named	prnewswire.com Fact “••• Locked”
Oct 8, 2019	S•••••••••	Round participation	Artificial intelligence software	participant · minority	$100M	M•••• C•••••• P••••••• (co investor), T•••••• (co investor)	prnewswire.com Fact “••• Locked”
Jul 1, 2016	U•• ••••••••• e••••• f•• W•••••• a•••••••••	Credit	Sports and entertainment	participant · minority	unknown	M•• P••••••• (co investor), K•• (co investor), S••••• L••• P••••••• (co investor), W•••••• (sponsor)	en.wikipedia.org Fact “••• Locked”
Mar 19, 2009	I•••••• F•••••• B••• • O•••••• B••• ••• H••••••	Acquisition	B•••ing	participant · minority	unknown	D••• C•••••• M••••••••• (co investor), J••• F•••••• • C•••••• (co investor), P•••••• • C•••••• (co investor), S••••• M•••••• • D••• C•••••• (sponsor)	housingwire.com Fact “••• Locked”
Date not disclosed	L••• T••• G•••• H••••••• ••• M•• L••• T••• I••••••••• s•••••• g•••••	Co investment	Fitness clubs	participant · minority	unknown	L•••••• G•••• • P••••••• (co investor), T•• (co investor), L•• P••••••• (co investor), L••••• L•• (co investor), P••••••• G•••• (co investor), T•••••• R••••••••• S••••• o• T•••• (co investor)	sec.gov Fact “••• Locked”

Investment vehicles (SEC Form D)

B•• • M•• E•••••••• F••• 1• L• · shared principal · Sep 11, 2026 · via G•••• L••••• Inference sec.gov

Fund and manager relationships

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The office's own managers

5• I••••••••• P••••••• ••••••••• s••••• d••••• l•••••• f•••• · Private credit, senior direct lending Fact “••• Locked” alternativeswatch.com

Funds held by the family's private foundation, from its Form 990-PF: the foundation reports each fund by name with its fair value. They are the foundation's holdings, never an amount the office itself committed.

Fund	Manager	Held through	Foundation's fair value	Period	Basis
J••• G••••• O••••••• F••• L•••	J••• Global	F•••••• F••••• F•••••••••	$3.5M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
M••••••• D••••••••• O••••••• F••• L•	M••••••• D•••••••••	F•••••• F••••• F•••••••••	$3.3M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
M•• R••• P••••••• L•	MSD R•••	F•••••• F••••• F•••••••••	$2.5M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
C••••• T••••••• S•••••••• C• O••••••• F••••• F••• B• L•	C••••• T••••••• S•••••••• Ct	F•••••• F••••• F•••••••••	$2.2M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
S•••••• 3• F••• 4• L•	S••••••	F•••••• F••••• F•••••••••	$2.0M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov

All 22 foundation holdingslargest fair value first

Fund	Manager	Held through	Foundation's fair value	Period	Basis
C•••• L••• E••••• F••• L•	C•••• L••• Equity	F•••••• F••••• F•••••••••	$1.9M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
C•••••• S•••••• O••••••••• F••• L•	C•••••• Special	F•••••• F••••• F•••••••••	$1.8M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
V••• H••• O••••••••• I• L••	V••• H•••	F•••••• F••••• F•••••••••	$1.7M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
T•• A•••• T••••••••• P••••••• C•• I• L•	TRU A•••• T••••••••• Civ	F•••••• F••••• F•••••••••	$1.4M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
C•••••• I••••••••• P••••••• V•••	C•••••• Investment	F•••••• F••••• F•••••••••	$1.4M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
C••••• S••••••••• O••••••• F••••• F••• L•	C••••• S•••••••••	F•••••• F••••• F•••••••••	$1.4M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
L••• E••• C•••••• V•• L•	L••• E••• Capital	F•••••• F••••• F•••••••••	$1.2M	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
M•• P•••••• C••••• O••••••••• F••• L•••	MSD Private Credit	F•••••• F••••• F•••••••••	$819,541	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
V••• V••••••• I••• L•	V••• Ventures	F•••••• F••••• F•••••••••	$763,484	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
M•• R••• E••••• C••••• O••••••••• F••• L•	MSD Real Estate Credit	F•••••• F••••• F•••••••••	$484,327	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
T•••• G••••• P•••••• I••••••••• P••••••• X•• F••••• L•	T•••• Global Private Investment	F•••••• F••••• F•••••••••	$347,772	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
J•• F••• L• C•• J•• P••••••• L••	JNE Jne LLP	F•••••• F••••• F•••••••••	$305,025	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
M•• S•••••• I••••••••• F••• ••••••• L•	MSD Special Investments	F•••••• F••••• F•••••••••	$293,883	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
S•••• V••••••• I•• L•	S•••• Ventures	F•••••• F••••• F•••••••••	$250,000	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
S•• M• B••••••• L••	S•• M• B•••••••	F•••••• F••••• F•••••••••	$42,781	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
C•••• R••• I••••••••• L•••	C•••• R••• I•••••••••	F•••••• F••••• F•••••••••	$12,823	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov
M•• A••• P••••••• L•••	MSD A•••	F•••••• F••••• F•••••••••	not stated	Dec 31, 2024	Inference foundation tied to the office apps.irs.gov

5• I••••••••• P••••••• •• s••••• Direct investment · Date not disclosed · amount unknown alternativeswatch.com

Public stakes and holdings

3 positionsshow

Stakes the office filed (Schedule 13D, 13G, Section 16)

First filed	Issuer	Filed as	Filings
Mar 3, 2025	5• L•••••• P••••••• C••••	Schedule 13D (with intent)	••• Locked sec.gov
Sep 23, 2024	H•••••• H•••••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
Feb 13, 2024	S••••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
Apr 6, 2023	S••••••• I••• ••	Schedule 13G (passive)	••• Locked sec.gov
Mar 3, 2022	M•• I••••••••• C••••	Schedule 13G (passive)	••• Locked sec.gov

All 42 stakes

First filed	Issuer	Filed as	Filings
Oct 14, 2021	L••• T••• G•••• H•••••••• I•••	Schedule 13D (with intent)	••• Locked sec.gov
Dec 4, 2020	I••••••••• C••••••• D•••••••• I•••	Schedule 13D (with intent)	••• Locked sec.gov
Nov 6, 2019	B•• G••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
Jun 14, 2016	O•• R••• C•••••• C•••	Schedule 13G (passive)	••• Locked sec.gov
Dec 29, 2014	E•••••••• T••••••••• C•••	Schedule 13G (passive)	••• Locked sec.gov
Jul 23, 2014	T••••••••• M••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
Aug 19, 2013	W•••• A••••••• H•••••••• I••	Schedule 13G (passive)	••• Locked sec.gov
Feb 22, 2011	A•••• E•••••• L•••	Schedule 13G (passive)	••• Locked sec.gov
Jan 31, 2011	A•••• P••••••• P••••••• L•	Schedule 13G (passive)	••• Locked sec.gov
Nov 5, 2010	J•••••• C••••••••• I••	Schedule 13G (passive)	••• Locked sec.gov
May 27, 2010	M•••••••• I••••••••• C• L••	Schedule 13G (passive)	••• Locked sec.gov
Jul 2, 2009	T••••••••• P•••••••• L•••	Schedule 13G (passive)	••• Locked sec.gov
May 26, 2009	E••••• X•• •••••••• L••	Schedule 13G (passive)	••• Locked sec.gov
Feb 17, 2009	B••••••••• E••••• P•••••••• L•••	Schedule 13D (with intent)	••• Locked sec.gov
Jan 27, 2009	S••••••• H•••• I••••••••• I•••	Schedule 13G (passive)	••• Locked sec.gov
Nov 10, 2008	A••••• A••••••••• G•••• I••	Schedule 13D (with intent)	••• Locked sec.gov
Oct 24, 2008	E••••••• C•••	Schedule 13G (passive)	••• Locked sec.gov
Oct 14, 2008	N•••• H•••••• C•	Schedule 13G (passive)	••• Locked sec.gov
Jul 7, 2008	W••••• E•••••• C•••	Schedule 13G (passive)	••• Locked sec.gov
Feb 12, 2008	F••••••••• C••••	Schedule 13G (passive)	••• Locked sec.gov
Nov 5, 2007	D•••••• P•••• I••	Schedule 13G (passive)	••• Locked sec.gov
Jul 9, 2007	A••• P•••••• W••• • C•••• C••• L••	Schedule 13D (with intent)	••• Locked sec.gov
May 7, 2007	I••••••• I••	Schedule 13G (passive)	••• Locked sec.gov
Feb 14, 2007	T••• W••••• T•••••• I••	Schedule 13G (passive)	••• Locked sec.gov
Feb 14, 2007	L••••• S••••••• I••	Schedule 13G (passive)	••• Locked sec.gov
Dec 11, 2006	D•••••• R•••• I•• ••	Schedule 13G (passive)	••• Locked sec.gov
Apr 13, 2006	S••••• S•••••••• I••	Schedule 13D (with intent)	••• Locked sec.gov
Mar 20, 2006	M••••••• I••	Schedule 13G (passive)	••• Locked sec.gov
Dec 27, 2005	L••••• S••••••• I••	Schedule 13G (passive)	••• Locked sec.gov
Jul 25, 2005	M•• S••••••• C•••	Schedule 13G (passive)	••• Locked sec.gov
Nov 12, 2004	N••••••••• C•••	Schedule 13G (passive)	••• Locked sec.gov
Aug 5, 2004	D••••• T•••••• A••••••••• G•••• I••	Schedule 13D (with intent)	••• Locked sec.gov
Apr 26, 2004	U•• H••••••• C•••	Schedule 13G (passive)	••• Locked sec.gov
Feb 17, 2004	D••••••••• I••	Schedule 13D (with intent)	••• Locked sec.gov
Aug 29, 2003	D•••••• I••••••••• I••	Schedule 13G (passive)	••• Locked sec.gov
Aug 29, 2003	T•••• T••••••••• I••	Schedule 13G (passive)	••• Locked sec.gov
Apr 11, 2003	S•••• • S•••• C•	Schedule 13G (passive)	••• Locked sec.gov

Form 13F holdings

Top 3 positions of 3 for the quarter ended Jun 30, 2026; $102M shown of $102M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
S••••••• I••	COM	$90.8M	5,782,745	89.2%
H•••••• H•••• I••	COM	$6.7M	384,229	6.5%
T••••••••• M•••• I••	CL A	$4.4M	615,279	4.3%

Changes between the last two quarters

Dec 31, 2025 ••• Locked sec.gov
Sep 30, 2025 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov
Sep 30, 2024 ••• Locked sec.gov

Real estate

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G•••• C•••••• a•• r••••• ••••••• s••• t• J••••••• f•• 2•• P••• A••• Co investment · Feb 26, 2018 therealdeal.com
S••••• a• V•••• L••• ••• u••••• F••• M•••• F•• Co investment · Aug 10, 2017 rebusinessonline.com
G•••• C•••••• T••••••• o•••••••• s•••• Acquisition · Jul 27, 2016 therealdeal.com
F••• S•••••• R••••• M••• a•• F••• S•••••• R••••• H••••••• Direct investment · Date not disclosed en.wikipedia.org
B••• R•••• R••••• • C••• Acquisition · Date not disclosed commercialobserver.com

Co-investors

22show

Counterparty	Kind	Shared deals	First, last	Examples	Source
M•••• C•••••• P•••••••	organisation	1	Oct 8, 2019 (historical)	S•••••••••	prnewswire.com
T••••••	organisation	1	Oct 8, 2019 (historical)	S•••••••••	prnewswire.com
T• C•••••••••	organisation	1	Feb 26, 2018 (historical)	G•••• C•••••• a•• r••••• ••••••• s••• t• J••••••• f•• 2•• P••• A•••	therealdeal.com
L••••• R••• E••••• C•••••• p•••••••••	organisation	1	Aug 10, 2017 (historical)	S••••• a• V•••• L••• ••• u••••• F••• M•••• F••	rebusinessonline.com
F•••••• M•• G•••• U• •••••••• b• H•••	organisation (lender)	1	Aug 10, 2017 (historical)	S••••• a• V•••• L••• ••• u••••• F••• M•••• F••	rebusinessonline.com

All 22 co-investorsmost shared deals first

Counterparty	Kind	Shared deals	First, last	Examples	Source
T••••••••• M•••••••••	independent sponsor (sponsor)	1	Aug 10, 2017 (historical)	S••••• a• V•••• L••• ••• u••••• F••• M•••• F••	rebusinessonline.com
T••••••••• M•••••••••	organisation	1	Aug 10, 2017 (historical)	S••••• a• V•••• L••• ••• u••••• F••• M•••• F••	rebusinessonline.com
S••••• L••• P•••••••	organisation	1	Jul 1, 2016 (historical)	U•• ••••••••• e••••• f•• W•••••• a•••••••••	en.wikipedia.org
K••	organisation	1	Jul 1, 2016 (historical)	U•• ••••••••• e••••• f•• W•••••• a•••••••••	en.wikipedia.org
M•• P•••••••	organisation	1	Jul 1, 2016 (historical)	U•• ••••••••• e••••• f•• W•••••• a•••••••••	en.wikipedia.org
W••••••	independent sponsor (sponsor)	1	Jul 1, 2016 (historical)	U•• ••••••••• e••••• f•• W•••••• a•••••••••	en.wikipedia.org
D••• C•••••• M•••••••••	organisation	1	Mar 19, 2009 (historical)	I•••••• F•••••• B••• • O•••••• B••• ••• H••••••	housingwire.com
S••••• M•••••• • D••• C••••••	independent sponsor (sponsor)	1	Mar 19, 2009 (historical)	I•••••• F•••••• B••• • O•••••• B••• ••• H••••••	housingwire.com
J••• F•••••• • C••••••	organisation	1	Mar 19, 2009 (historical)	I•••••• F•••••• B••• • O•••••• B••• ••• H••••••	housingwire.com
P•••••• • C••••••	family office	1	Mar 19, 2009 (historical)	I•••••• F•••••• B••• • O•••••• B••• ••• H••••••	housingwire.com
L••••• L••	organisation	1	undated (historical)	L••• T••• G•••• H••••••• ••• M•• L••• T••• I••••••••• s•••••• g•••••	sec.gov
L•••••• G•••• • P•••••••	organisation	1	undated (historical)	L••• T••• G•••• H••••••• ••• M•• L••• T••• I••••••••• s•••••• g•••••	sec.gov
T••	organisation	1	undated (historical)	L••• T••• G•••• H••••••• ••• M•• L••• T••• I••••••••• s•••••• g•••••	sec.gov
T•••••• R••••••••• S••••• o• T••••	organisation	1	undated (historical)	L••• T••• G•••• H••••••• ••• M•• L••• T••• I••••••••• s•••••• g•••••	sec.gov
L•••••• M••••• I•••••••••	organisation	1	undated (historical)	5• I••••••••• P••••••• •• s•••••	alternativeswatch.com
L•• P•••••••	organisation	1	undated (historical)	L••• T••• G•••• H••••••• ••• M•• L••• T••• I••••••••• s•••••• g•••••	sec.gov
P••••••• G••••	organisation	1	undated (historical)	L••• T••• G•••• H••••••• ••• M•• L••• T••• I••••••••• s•••••• g•••••	sec.gov

S••••• L••• P••••••• Jul 1, 2016 recurring (2) Fact en.wikipedia.org
K•• Jul 1, 2016 recurring (2) Fact en.wikipedia.org
M•• P••••••• Jul 1, 2016 recurring (2) Fact en.wikipedia.org
S••••• L••• P••••••• Jul 1, 2016 recurring (2) Fact en.wikipedia.org
K•• Jul 1, 2016 recurring (2) Fact en.wikipedia.org

All 36 co-investment links

M•• P••••••• Jul 1, 2016 recurring (2) Fact en.wikipedia.org
P•••••• • C•••••• Mar 19, 2009 recurring (2) Fact housingwire.com
J••• F•••••• • C•••••• Mar 19, 2009 recurring (2) Fact housingwire.com
D••• C•••••• M••••••••• Mar 19, 2009 recurring (2) Fact housingwire.com
P•••••• • C•••••• Mar 19, 2009 recurring (2) Fact housingwire.com
J••• F•••••• • C•••••• Mar 19, 2009 recurring (2) Fact housingwire.com
D••• C•••••• M••••••••• Mar 19, 2009 recurring (2) Fact housingwire.com
T• C••••••••• Feb 26, 2018 recurring (2) Fact therealdeal.com
T• C••••••••• Feb 26, 2018 recurring (2) Fact therealdeal.com
L••••• R••• E••••• C•••••• p••••••••• Aug 10, 2017 recurring (2) Fact rebusinessonline.com
T••••••••• M••••••••• Aug 10, 2017 recurring (2) Fact rebusinessonline.com
L••••• R••• E••••• C•••••• p••••••••• Aug 10, 2017 recurring (2) Fact rebusinessonline.com
T••••••••• M••••••••• Aug 10, 2017 recurring (2) Fact rebusinessonline.com
T•••••• Oct 8, 2019 recurring (2) Fact prnewswire.com
M•••• C•••••• P••••••• Oct 8, 2019 recurring (2) Fact prnewswire.com
T•••••• Oct 8, 2019 recurring (2) Fact prnewswire.com
M•••• C•••••• P••••••• Oct 8, 2019 recurring (2) Fact prnewswire.com
T•••••• R••••••••• S••••• o• T•••• recurring (2) Fact sec.gov
P••••••• G•••• recurring (2) Fact sec.gov
L••••• L•• recurring (2) Fact sec.gov
L•• P••••••• recurring (2) Fact sec.gov
T•• recurring (2) Fact sec.gov
L•••••• G•••• • P••••••• recurring (2) Fact sec.gov
T•••••• R••••••••• S••••• o• T•••• recurring (2) Fact sec.gov
P••••••• G•••• recurring (2) Fact sec.gov
L••••• L•• recurring (2) Fact sec.gov
L•• P••••••• recurring (2) Fact sec.gov
T•• recurring (2) Fact sec.gov
L•••••• G•••• • P••••••• recurring (2) Fact sec.gov
L•••••• M••••• I••••••••• recurring (2) Fact alternativeswatch.com
L•••••• M••••• I••••••••• recurring (2) Fact alternativeswatch.com

Independent sponsor relationships

6show

W•••••• Backed · Jul 1, 2016 Fact en.wikipedia.org
W•••••• Backed · Jul 1, 2016 Fact en.wikipedia.org
S••••• M•••••• • D••• C•••••• Backed · Mar 19, 2009 Fact housingwire.com
S••••• M•••••• • D••• C•••••• Backed · Mar 19, 2009 Fact housingwire.com
T••••••••• M••••••••• Backed · Aug 10, 2017 Fact rebusinessonline.com

All 6 sponsors

T••••••••• M••••••••• Backed · Aug 10, 2017 Fact rebusinessonline.com

Related entities

6show

Sources and evidence

153show

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. 153 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (7 days)

Contactability

+40 n•••• d••••••••• (••• Locked)

+30 v••••••• b••••••• e••••• (3)

+20 v••••••• b••••••• p••••• (2)

Data confidence

+10 w••••••

+10 d•••••••••

+10 s••••• m••••••

+10 p•••••

+15 i•••••••••

+5 p••••• h•••••••

+10 r••••••••• r•••••

+20 i••••••••• s•••••• (6 sources)

Active deployment

+50 d•••• p•••••• i••••••••• i• l••• 2• m••••• (••• Locked)

+25 a• d•••• p•••••• i••••••••• i• l••• 1• m••••• (2026-09-13)

Exists confidence

+50 r••••••••• i••••••••• •••• C•• o• E•••

+20 w••••••

+30 i••••••••• s•••••• (6 sources)

+30 a•••••••••

Research priority

+13 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($384,319,086)

+15 s••••• f••••• o• f••••• i••••••••• c••••••

+15 d••••• i••••••••• o• r•••••

+10 d••••••• i• l••• 2• m•••••

+10 i••••••••• s•••••• r•••••••••

+0 r••• (4)

Mandate confidence

+70 m•••••• s•••••••• b• o••••••• i•••••••••

+20 s••••• m•••••• o• t•• r•••••

Identity confidence

+75 c••••••••• (••• Locked)

Real estate propensity

+50 r••• e••••• i•••••••••

Co investment propensity

+80 c••••••••• o• t•• r••••• (••• Locked)

+20 p••••••••• i• s••••••••• r•••••

Family identity confidence

+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••

+40 f••••• n•••• (M•••••• S• D••• and his family)

+20 f••••• p•••••••• o• s••••

Private markets propensity

+60 p•••••• m•••••• i••••••••• o•••••••

Current activity confidence

+50 d•••• p•••••• i••••••••• i• 2• m•••••

+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••

+25 a• s••••••••• f••• w••••• 1• m••••• (7 days)

External manager propensity

+20 f••• o• m•••••• r•••••••••

Direct investment propensity

+70 o••••••• d••••• i••••••••• (48 on the record)

Independent sponsor propensity

+80 s•••••• r••••••••• o• t•• r••••• (••• Locked)

View all 153 observations

Fact	Value	Effective	Source	Class
Allocates to managers	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) alternativeswatch.com	Fact
Asset classes	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.com	Fact
Aum stated	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org	Fact
Co invest behavior	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Inference
Concentrated public position (13F)	S••••••• I••	Mar 31, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Fact
Concentrated public position (13F)	S••••••• I••	Mar 31, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Fact
Decision rights	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Description	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.com	Fact
Description	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com	Fact
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Edgar former name	M•• C•••••• L P	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Edgar forms	••• Locked	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Family served	M•••••• S• D••• and his family “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.com	Fact
Filing address	••• Locked	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	Non adviser filer	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-06-30	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-09-30	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-06-30	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-03-31	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	3	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	3	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	3	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	3	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	3	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	3	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	3	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	4	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	3	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	3	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$102M	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$87.3M	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$88.8M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$104M	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$155M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$178M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$183M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$598M	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$348M	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$317M	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Formation year	1998 “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.com	Fact
Former name	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.com	Fact
Headquarters	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.com	Fact
Headquarters	New York, NY	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	New York, NY	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Legal entity	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Legal entity	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Legal entity	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) sec.gov	Fact
Legal entity	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org	Fact
Office type (stated)	Family investment company	Sep 15, 2026	GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.com	Fact
Office type (stated)	Single family office “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org	Fact
Office type (stated)	Single family office “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com	Fact
Office type (stated)	Family investment company	Jul 21, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Office type (stated)	Family investment company	Jul 21, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Office type (stated)	Family investment company	Jul 21, 2026	PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com	Fact
Operating company origin	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.com	Fact
Operating company origin	S••••••• I••	Mar 31, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) no URL	Inference
Operating model inhouse	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.com	Fact
Philanthropy program	M•••••• & Susan D••• Foundation (1999) “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.com	Fact
Public stake filed (13D, 13G, Section 16)	5• L•••••• P••••••• C••••	Mar 3, 2025	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	H•••••• H•••••••• I•••	Sep 23, 2024	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	S••••••• I•••	Feb 13, 2024	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	S••••••• I••• ••	Apr 6, 2023	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	M•• I••••••••• C••••	Mar 3, 2022	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	L••• T••• G•••• H•••••••• I•••	Oct 14, 2021	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	I••••••••• C••••••• D•••••••• I••• (ICD, ICDI)	Dec 4, 2020	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	B•• G••••• I•••	Nov 6, 2019	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	O•• R••• C•••••• C•••	Jun 14, 2016	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	E•••••••• T••••••••• C•••	Dec 29, 2014	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	T••••••••• M••••• I•••	Jul 23, 2014	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	W•••• A••••••• H•••••••• I••	Aug 19, 2013	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	A•••• E•••••• L•••	Feb 22, 2011	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	A•••• P••••••• P••••••• L•	Jan 31, 2011	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	J•••••• C••••••••• I••	Nov 5, 2010	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	M•••••••• I••••••••• C• L••	May 27, 2010	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	T••••••••• P•••••••• L•••	Jul 2, 2009	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	E••••• X•• •••••••• L••	May 26, 2009	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	B••••••••• E••••• P•••••••• L•••	Feb 17, 2009	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	S••••••• H•••• I••••••••• I••• (SHO, SHO-PH, SHO-PI)	Jan 27, 2009	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	A••••• A••••••••• G•••• I••	Nov 10, 2008	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	E••••••• C•••	Oct 24, 2008	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	N•••• H•••••• C•	Oct 14, 2008	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	W••••• E•••••• C•••	Jul 7, 2008	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	F••••••••• C••••	Feb 12, 2008	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	D•••••• P•••• I••	Nov 5, 2007	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	A••• P•••••• W••• • C•••• C••• L••	Jul 9, 2007	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	I••••••• I••	May 7, 2007	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	L••••• S•••••••, Inc.	Feb 14, 2007	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	T••• W••••• T•••••• I••	Feb 14, 2007	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	D•••••• R•••• I•• ••	Dec 11, 2006	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	S••••• S•••••••• I••	Apr 13, 2006	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	M••••••• I••	Mar 20, 2006	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	L••••• S••••••• I••	Dec 27, 2005	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	M•• S••••••• C•••	Jul 25, 2005	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	N••••••••• C•••	Nov 12, 2004	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	D••••• T•••••• A••••••••• G•••• I••	Aug 5, 2004	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	U•• H••••••• C•••	Apr 26, 2004	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	D••••••••• I••	Feb 17, 2004	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	T•••• T••••••••• I••	Aug 29, 2003	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	D•••••• I••••••••• I••	Aug 29, 2003	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Public stake filed (13D, 13G, Section 16)	S•••• • S•••• C•	Apr 11, 2003	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Real estate strategy	••• Locked “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) commercialobserver.com	Fact
Satellite office	Santa Monica, CA (per Wikipedia) “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org	Fact
Satellite office	West Palm Beach, FL “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.com	Fact
Site mentions	Real estate	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Team page url	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Source of wealth	D••• Technologies, founded 1984 with $1,000 “••• Locked”	Sep 13, 2026	DFX analyst research (General-assisted, every claim URL-cited) d•••••••••.com	Fact
Website	••• Locked	Sep 12, 2026	DFX model output (c••••••••• rules, scores, mandates, matches) d•••••••••.com	Inference
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Website title	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact