DFX Intelligence
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S•••••••• C•••••• M•••••••••
Single family office (probable)· Fort Worth, TX
Single family office (probable), based in Fort Worth, TX.
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
- 2 of 2
- Last deployment
- Mar 2026
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
Nothing material in the last 365 days. Last change: 14 Sep 2026, ••• Locked.
Readings, classification basis and verificationidentity confidence 70% · 37 observations · 6 sourcesShowHide
Single family office (probable)Verified Sep 21, 2026 (3 days ago)2 people · 0 investments · 0 public positions · 35 events
Why this class: a filing by a third party describes it as a single family office (cited).
Private markets
10
low
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, sponsor-friendly, real estate, co-investment.
Profile completeness 53% (medium value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
How the office says it invests
- “••• Locked”s•••••••••.com
The office's own sentences, quoted from the pages linked beside each one and read on Sep 21, 2026. Nothing here is DFX's characterisation of the office.
- Classification
- Single family office (probable)
- Description
- ••• Locked
- Headquarters
- ••• Locked
- Office address
- unknown
- Business phone
- unknown
- Website
- s•••••••••.com
- Year established
- unknown
- Assets under management
- $203M as of Mar 30, 2026Fact
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
- unknown
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team2 people, 2 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| L••••• W• K••••• J•• family | Managing Principal; Principal and Chief Compliance Officer | Family principal · investment decisions | none on record | |
| L•• K••••• J• | Managing Principal | Leadership · investment decisions | none on record | sec.gov Fact |
Office contact points
Signals and timeline35show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 35 events. 13F position changes are under Public stakes and holdings.
- Aug 13, 2024Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Mar 30, 2026Private fund no longer reported••• LockedVehiclesFactno URL
- Mar 30, 2026Private fund no longer reported••• LockedVehiclesFactno URL
- Mar 28, 2024Private fund no longer reported••• LockedVehiclesFactno URL
Full timeline · 35 eventsShow fewer
- Mar 28, 2024Private fund no longer reported••• LockedVehiclesFactno URL
- Mar 28, 2024Private fund no longer reported••• LockedVehiclesFactno URL
- Mar 28, 2024Private fund no longer reported••• LockedVehiclesFactno URL
- Mar 30, 2023Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Mar 29, 2022Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Mar 29, 2022Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Mar 31, 2021Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Mar 25, 2020Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Mar 25, 2020Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Sep 9, 2019Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Sep 9, 2019Private fund first reported••• LockedVehiclesFactno URL
- Sep 9, 2019Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Sep 9, 2019Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Sep 9, 2019Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Mar 22, 2019Private fund first reported••• LockedVehiclesFactno URL
- Mar 22, 2019Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Mar 30, 2018Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Mar 30, 2018Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Mar 30, 2018Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Mar 30, 2018Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Mar 28, 2017Private fund first reported••• LockedVehiclesFactno URL
- Mar 30, 2016Private fund no longer reported••• LockedVehiclesFactno URL
- Mar 30, 2016Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Feb 16, 2016Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Oct 26, 2015Private fund first reported••• LockedVehiclesFactno URL
- Oct 26, 2015Private fund first reported••• LockedVehiclesFactno URL
- Oct 26, 2015Private fund first reported••• LockedVehiclesFactno URL
- Oct 26, 2015Private fund first reported••• LockedVehiclesFactno URL
- Oct 26, 2015Private fund first reported••• LockedVehiclesFactreports.adviserinfo.sec.gov
- Jul 1, 2008Office formed••• LockedOrganisationFactreports.adviserinfo.sec.gov
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
- Yes: the office manages a portfolio of small business investments and start-up ventures
- Allocates to managers
- unknown
- Asset classes
- Venture capital and small business private equity, with a life sciences fund platform (B••• F••• I•, II, III and single-company co-invest and SPV vehicles for Actuate, Immusoft, Lung Therapeutics, Memory, ONL, Sirpant)
- Sectors
- Biotech and life sciences through Bios Partners; also climate and industrial technology (Molten Industries)
- Geography
- Central U.S., outside the coastal venture hubs (Bios Partners thesis)
- Check size
- unknown
Direct investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Its own private funds (Form ADV Schedule D 7.B.(1))What these figures areEach fund as the office reported it on its own Form ADV. Gross asset value is the fund's assets on the filing date, not a fund size and not capital raised; the related share is what the adviser and its related persons own, which the SEC does not extend to the family's trusts.
| Fund | Type | Gross asset value | Related share | Reported | Form D |
|---|---|---|---|---|---|
| B••• F••• I••• L• | Venture Capital Fund | $81.8M Mar 30, 2026 | 7% | Mar 25, 2020 to now | 021-351807 |
| B••• F••• I• Q•• L• | Venture Capital Fund | $22.4M Mar 30, 2026 | 3% | Mar 30, 2018 to now | 021-294650 |
| B••• F••• I•• N•• L• | Venture Capital Fund | $13.5M Mar 30, 2026 | 0% | Mar 25, 2020 to now | 021-351805 |
| B••• O•• C•••••••• I• L• | Venture Capital Fund | $12.6M Mar 30, 2026 | 0% | Mar 31, 2021 to now | 021-376342 |
| B••• F••• I•• L• | Venture Capital Fund | $6.8M Mar 30, 2026 | 0% | Mar 30, 2018 to now | 021-292865 |
All 25 fundsShow fewer
| Fund | Type | Gross asset value | Related share | Reported | Form D |
|---|---|---|---|---|---|
| B••• F••• I• L• | Venture Capital Fund | $6.2M Mar 30, 2026 | 0% | Mar 30, 2018 to now | 021-283299 |
| B••• S•••••• C•••••••• I• Q•• L• | Venture Capital Fund | $5.4M Mar 30, 2026 | 2% | Mar 29, 2022 to now | 021-416620 |
| B••• S•••••• C•••••••• I• L• | Venture Capital Fund | $5.4M Mar 30, 2026 | 0% | Mar 29, 2022 to now | 021-412894 |
| B••• L•• C•••••••• I•• Q•• L• | Venture Capital Fund | $3.9M Mar 30, 2026 | 0% | Sep 9, 2019 to now | 021-339366 |
| B••• L•• C•••••••• I••• L• | Venture Capital Fund | $3.8M Mar 30, 2026 | 1% | Sep 9, 2019 to now | 021-336358 |
| B••• F••• I• Q•• L• | Venture Capital Fund | $3.6M Mar 30, 2026 | 13% | Mar 30, 2018 to now | 021-283297 |
| B••• A•••••• C•••••••• I•• L• | Venture Capital Fund | $3.6M Mar 30, 2026 | 0% | Mar 30, 2023 to now | 021-376344 |
| B••• F••• I• N•• L• | Venture Capital Fund | $3.0M Mar 30, 2026 | 0% | Mar 22, 2019 to now | 021-303782 |
| B••• M••••• S•• I• L• | Venture Capital Fund | $1.9M Mar 30, 2026 | 2% | Oct 26, 2015 to now | 021-241206 |
| B••• A•••••• C•••••••• I• L• | Venture Capital Fund | $1.8M Mar 30, 2026 | 1% | Sep 9, 2019 to now | 021-335626 |
| B••• L•• S•• I•• L• | Venture Capital Fund | $1.4M Mar 30, 2026 | 4% | Feb 16, 2016 to now | 021-253119 |
| B••• M••••• S•• I•• L• | Venture Capital Fund | $520,084 Mar 30, 2026 | 5% | Mar 30, 2016 to now | 021-260143 |
| B••• I••••••• C•••••••• I• L• | Venture Capital Fund | $107,950 Mar 30, 2026 | 2% | Sep 9, 2019 to now | 021-330585 |
| S••••••• L••• T••••••••• S••• L• · no longer reported | Venture Capital Fund | $8.8M Mar 30, 2023 | 4% | Oct 26, 2015 to Mar 28, 2024 | 021-223436 |
| B••• I•••••• C•••••••• I• L• · no longer reported | Venture Capital Fund | $1.4M Mar 28, 2024 | 5% | Mar 22, 2019 to Mar 30, 2026 | 021-312741 |
| B••• A••••• C•••••••• I• L• · no longer reported | Venture Capital Fund | $412,585 Mar 28, 2024 | 4% | Sep 9, 2019 to Mar 30, 2026 | 021-334513 |
| S•• K•••• S•• I• L• · no longer reported | Venture Capital Fund | $150,000 Feb 16, 2016 | 100% | Oct 26, 2015 to Mar 30, 2016 | 021-240054 |
| B••• V••••• S•• I•• L• · no longer reported | Venture Capital Fund | $33,404 Mar 30, 2023 | 4% | Oct 26, 2015 to Mar 28, 2024 | 021-245590 |
| S•• V•••••• L• · no longer reported | Venture Capital Fund | $29,750 Mar 30, 2023 | 5% | Oct 26, 2015 to Mar 28, 2024 | 021-207155 |
| B••• O•• S•• I• L• · no longer reported | Venture Capital Fund | $0 Mar 30, 2023 | 4% | Mar 28, 2017 to Mar 28, 2024 | 021-276029 |
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 entities1show
Sources and evidence37show
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. 37 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 day)
Contactability
+30 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (4)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+20 i••••••••• s•••••• (5 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (5 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+0 r••• (1524)
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
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+20 f••••• p•••••••• o• s••••
Private markets propensity
+10 s••••• v••••••
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 day)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 37 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Other names (Form ADV 1.B) | S•••••••• C•••••• M••••••••• L•• | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | S•••••••• C•••••• M••••••••• L•• | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 20 | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $203M | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Share of its funds owned by itself and related persons | N | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Adv roster match | Y | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Asset classes | ••• Locked “B••• A•••••• C•••••••• I• L•” | Mar 30, 2026 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Aum stated | ••• Locked “Discretionary: (a) $ 202,521,629 (d) 20” | Mar 30, 2026 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Assets under management | $203M | Mar 30, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) reports.adviserinfo.sec.gov | Fact |
| Assets under management | $203M | Mar 30, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Board participation | ••• Locked “••• Locked” | Feb 5, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Branch offices | 2 | Sep 21, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 2 | Sep 20, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Co invest behavior | ••• Locked “Sozo Ventures, Mark Heising, and S•••••••• C••••••.” | Jun 20, 2024 | DFX analyst research (General-assisted, every claim URL-cited) finsmes.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Fact |
| Edgar fts discovery | family office | Aug 13, 2024 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family generation | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) biospartners.com | Inference |
| Formation year | ••• Locked “07/2008 - Present S•••••••• C••••••” | Feb 5, 2020 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Geographic mandate | ••• Locked “Disrupting The Geographic Favoritism” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) biospartners.com | Inference |
| Headquarters | ••• Locked “1751 RIVER RUN” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Investment thesis (stated) | ••• Locked | Sep 21, 2026 | The office in its own words (d••••••••• and investment thesis from its home, about, approach and criteria pages) s•••••••••.com | Fact |
| Invests directly | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) biospartners.com | Fact |
| Legal entity | ••• Locked “••• Locked” | Mar 30, 2026 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Office type (stated) | Single family office | Aug 13, 2024 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Operating model inhouse | ••• Locked “B••• CAPITAL MANAGEMENT, LP 802-114151 298955” | Mar 30, 2026 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Sectors | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) biospartners.com | Inference |
| Sponsor behavior | ••• Locked “••• Locked” | Mar 30, 2026 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Stage preference | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) biospartners.com | Fact |
| Team size investment | 4 employees perform investment advisory functions “••• Locked” | Mar 30, 2026 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Team size total | 6 employees “••• Locked” | Mar 30, 2026 | DFX analyst research (General-assisted, every claim URL-cited) reports.adviserinfo.sec.gov | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) biospartners.com | Inference |
| Website | ••• Locked | Sep 19, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Website | ••• Locked | Sep 16, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) s•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
| Website search | research_hint:s•••••••••.com “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) s•••••••••.com | Inference |
| Website search | Not found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website title | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••••.com | Fact |
Not yet on record: direct investments, capital scale.