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P•••••• A••••••••• • P•••••• A••••••••• I• J•••• V••••••

CandidateTop 500Not hand-verified in 180 days· Dallas, TX

Candidate, based in Dallas, TX, with 8 direct investments on record.

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

Direct investments
8
Deal announcements, Form D and filings
13F holdings
$73.6M
Form 13F
Last deployment
May 2026
The latest dated investment or commitment on record
Team (1)Direct investments (8)Mandate
As of · the latest observation of this office; filed figures carry their own filing dates
This entity is a candidate. One public signal put it on the graph; it is not counted as a confirmed family office and nothing below should be read as saying it is one.
Why this matters
Readings, classification basis and verificationidentity confidence 30% · 59 observations · 5 sourcesShow
CandidateNot yet hand-verified1 people · 8 investments · 14 public positions · 36 events

Why this class: 13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company.

Direct investing
70
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, co-investment.

Profile completeness 47% (high value, high value shallow; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Candidate
Description
••• Locked
Headquarters
Dallas, TX
Office address
unknown
Business phone
unknown
Website
p•••••••••.com
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $73.6M. These are different facts and are never added together.
Form 13F
$73.6M across 14 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • 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
  • Sep 12, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Team
1 people, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
B••••••• D••• I••M••••••• M••••• o• P•••••• J• P•••••••• L••Leadership
phone: ••• Locked (published by the subject, Aug 13, 2025)
phone: ••• Locked (published by the subject, May 15, 2026)
sec.gov Fact
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) p•••••••••.com
Signals and timeline
2show

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.

  • Sep 11, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
  • Sep 11, 2026Office discovered••• LockedDiscoveryInferencesec.gov
Investment mandate
show

••• Locked

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
States
none Fact
Control
significant influence (8) Fact
Sectors
none Fact
Subsectors
none Fact
Co investors
none Fact
Asset classes
public equity (8) Fact
Direct vs fund
Fund: 0 · Direct: 8 · Real estate: 0 Fact
Sponsors backed
none Fact
Investment count
8 Fact
Investment kinds
public stake 13d (8) Fact
First and last deal
Last: 2020-09-18 · First: 2005-12-09 Fact
Lead vs participant
unknown (8) Fact
Disclosed check sizes
Max: unknown · Min: unknown · Count: 0 Fact
••• Locked
Inferred (regulatory shape and team)
Public equity book
$73.6M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Investment vehicles (SEC Form D)
  • P•••••• A••••••••• I••• L••• · shared principal · Jan 4, 2024 · via B••••••• D•••, III Inference sec.gov
  • P•••••• A••••••••• I•• L•• · shared principal · Jan 4, 2024 · via B••••••• D•••, III Inference sec.gov
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
14 positionsshow
Stakes the office filed (Schedule 13D, 13G, Section 16)
First filedIssuerFiled asFilings
Sep 18, 2020E•••••• E••••• L•••Schedule 13D (with intent)••• Locked sec.gov
Nov 25, 2015C•••••• I•••Schedule 13D (with intent)••• Locked sec.gov
Nov 4, 2014C•••••• M•••••••• I••Schedule 13D (with intent)••• Locked sec.gov
Nov 2, 2010S••••••••• C•••Schedule 13D (with intent)••• Locked sec.gov
Jan 8, 2009I••••• C•••Schedule 13D (with intent)••• Locked sec.gov
All 8 stakes
First filedIssuerFiled asFilings
Dec 11, 2008S••••• I••Schedule 13D (with intent)••• Locked sec.gov
Dec 11, 2008D••• P••••••••• I••Schedule 13D (with intent)••• Locked sec.gov
Dec 9, 2005T••••••••• F•••••••• C•••Schedule 13D (with intent)••• Locked sec.gov
Form 13F holdings

Top 14 positions of 14 for the quarter ended Mar 31, 2026; $73.6M shown of $73.6M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
C•••• M•• I••COM NEW$12.2M649,99916.6%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$9.8M15,00013.3%
C••••• I••COM$8.7M500,00011.8%
D•••••••• T••••••••• I••COM NEW$5.9M875,0008.1%
N•••••••• H•••• L••SHS$5.8M300,0007.9%
N•• I••••••••• I••COM SHS$5.4M375,0007.4%
S•••••• I••COM$5.2M804,1877.1%
A••••• E•••• M•••• L••COM$5.1M25,0006.9%
W•••••• M•••••••• P••••••• L•COM UNIT LP INT$4.1M100,0005.6%
E•••••• E••••• L••COM$4.0M650,0005.4%
All 14 positionslargest value first
IssuerClassValueSharesWeight
I••• G••• C•••COM$3.8M2,500,0005.2%
P••••••• M•• C•••COM NEW$1.8M276,0012.4%
I••••• C•••COM$1.0M1,000,0001.4%
N•••••••• M••••• C••••COM NEW$796,250325,0001.1%
Changes between the last two quarters
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
All 25 changes
  • Mar 31, 2026 ••• Locked sec.gov
  • Mar 31, 2026 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
  • Jun 30, 2025 ••• Locked sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
4show
Sources and evidence
59show

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. 59 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (3 days)
Contactability
+15 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (2)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+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)
Research priority
+9 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($73,584,751)
+3 c••••••••• i••••••• u•••••••••
+15 d••••• i••••••••• o• r•••••
+4 F••• D• v••••••• l•••••
+0 r••• (190)
Mandate confidence
+70 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+30 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (3 days)
External manager propensity
no components; scored 0
Direct investment propensity
+70 o••••••• d••••• i••••••••• (8 on the record)
Independent sponsor propensity
no components; scored 0
View all 59 observations
FactValueEffectiveSourceClass
Description••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,3,4,N-PX,SC 13D,SC 13D/ASep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar fts mention6Sep 12, 2026SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) efts.sec.govFact
Filing address••• LockedMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalNon adviser filerDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions14Mar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions12Dec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions12Sep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions15Jun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions13Mar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions12Dec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$73.6MMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$48.4MDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$56.1MSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$63.0MJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$42.7MMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$43.2MDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersDallas, TXMar 31, 2026SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersDallas, TXDec 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersDallas, TXSep 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersDallas, TXJun 30, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersDallas, TXMar 31, 2025SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersDallas, TXDec 31, 2024SEC F••• 13F data sets (quarterly holdings, all filers) sec.govFact
Public stake filed (13D, 13G, Section 16)E•••••• E••••• L•••Sep 18, 2020SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Public stake filed (13D, 13G, Section 16)C•••••• I•••Nov 25, 2015SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Public stake filed (13D, 13G, Section 16)C•••••• M•••••••• I••Nov 4, 2014SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Public stake filed (13D, 13G, Section 16)S••••••••• C•••Nov 2, 2010SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Public stake filed (13D, 13G, Section 16)I••••• C•••Jan 8, 2009SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Public stake filed (13D, 13G, Section 16)D••• P••••••••• I••Dec 11, 2008SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Public stake filed (13D, 13G, Section 16)S••••• I••Dec 11, 2008SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Public stake filed (13D, 13G, Section 16)T••••••••• F•••••••• C•••Dec 9, 2005SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Website••• LockedSep 16, 2026DFX model output (c••••••••• rules, scores, mandates, matches) p•••••••••.comInference
Website readsite-fo-3Sep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact
Website searchNot foundSep 12, 2026DFX model output (c••••••••• rules, scores, mandates, matches) no URLInference
Website title••• LockedSep 19, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) p•••••••••.comFact

Not yet on record: decision makers.