DFX Intelligence
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B•••••• G•••••• L••
Single family office (probable)· Milwaukee, WI
Single family office (probable), based in Milwaukee, WI, 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
- Capital scale
- Not established
- Last deployment
- Jul 2016
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
Why this matters
- Co-investors 4
Readings, classification basis and verificationidentity confidence 70% · 12 observations · 3 sourcesShowHide
Single family office (probable)Verified Sep 16, 2026 (7 days ago)3 people · 1 investments · 0 public positions · 2 events
Why this class: a filing by a third party describes it as a single family office (cited).
Direct investing
30
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.
Overviewshow
Profile completeness 47% (medium value, medium; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Single family office (probable)
- Description
- ••• Locked
- Headquarters
- Milwaukee, WI
- 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, 2026Single family office (probable) 70%a filing by a third party describes it as a single family office (cited)Fact
Family and wealth originshow
- Family served
- S••••• family
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team3 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| W••••• H• M••••• | Research Analyst | direct i••••••••• · investment decisions | none on record | sec.gov Fact |
| R•••••• S• S••••• family | Head of the S••••• family office | Family principal · investment decisions | none on record | sec.gov Fact |
| W••••• H• M••••• | Analyst | Operations and finance | none on record | sec.gov Fact |
Investment mandateshow
••• Locked
Stated (their words, cited)
- Control preference
- ••• Locked Inference sec.gov“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- majority (1) Fact
- Sectors
- e-cigarettes/tobacco (1) Fact
- Subsectors
- none Fact
- Co investors
- R•••••• S• S••••• (1), C••• W••••• P••••••••• (1) Fact
- Asset classes
- public equity (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: 2016-07-08 · First: 2016-07-08 Fact
- Lead vs participant
- lead (1) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
Inferred (regulatory shape and team)
- Direct investment team
- 1 Inferencenamed professionals with this responsibility
- 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
Stakes the office filed (Schedule 13D, 13G, Section 16)What these filings areFrom EDGAR's index of the office's own filings. A 13D is a stake of 5% or more held with intent, a 13G one held passively, a Form 3, 4 or 5 the office as an insider of the issuer. The size of the stake is inside each filing and is not shown here.
| First filed | Issuer | Filed as | Filings |
|---|---|---|---|
| Jul 8, 2016 | E••••••••• C••••••••• I••••••••• G••••• L••• | Section 16 insider | ••• Locked sec.gov |
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
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Signals and timeline2show
Sources and evidence12show
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. 12 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+15 n•••• d••••••••• (W••••• H• M••••• (Research Analyst))
Data confidence
+10 d•••••••••
+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••• (812)
Mandate confidence
+10 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
no components; scored 0
Co investment propensity
+80 c••••••••• o• t•• r••••• (••• Locked)
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (S••••• family)
+20 f••••• p•••••••• o• s••••
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)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Control preference | ••• Locked “••• Locked” | Jul 15, 2016 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Description | ••• Locked “••• Locked” | Jul 15, 2016 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Edgar fts discovery | family office | Jul 15, 2016 | 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” | Jul 15, 2016 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family served | S••••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family wealth estimate | ••• Locked “••• Locked” | May 27, 2004 | DFX analyst research (General-assisted, every claim URL-cited) spokesman.com | Fact |
| Liquidity event | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Office type (stated) | single_family_office | Jul 15, 2016 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | 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 |