DFX Intelligence
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S••••• • C•
Single family office (probable)
Single family office (probable), 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
- 12
- Capital scale
- Not established
- Last deployment
- 2006
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
- Contact points 10
Readings, classification basis and verificationidentity confidence 70% · 27 observations · 5 sourcesShowHide
Single family office (probable)Verified Sep 16, 2026 (7 days ago)20 people · 1 investments · 0 public positions · 4 events
Why this class: a filing by a third party describes it as a single family office (cited).
Direct investing
30
moderate
Real estate
25
moderate
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, co-investment.
Overviewshow
Profile completeness 47% (medium value, medium; the most valuable missing fact is fund relationships)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
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
- unknown
- Office address
- unknown
- Business phone
- unknown
- Website
- s•••••••.com
- 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
- 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
Team20 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J•••• E• S••••• family | Chairman & CEO | Family principal | email: ••• Locked (verified by provider, Sep 16, 2026) | s•••••••.com Fact |
| B•• L•••• | President | Leadership | email: ••• Locked (verified by provider, Sep 16, 2026) | s•••••••.com Fact |
| B•• L•••• | President | Leadership | email: ••• Locked (verified by provider, Sep 16, 2026) | s•••••••.com Fact |
| D•••• L• C•••• | Managing Director | Leadership | none on record | s•••••••.com Fact |
| J•••• E• S••••• | Chairman & CEO | Leadership | email: ••• Locked (verified by provider, Sep 16, 2026) | s•••••••.com Fact |
| J•••• J••• | Senior Vice President & Controller | Leadership | email: ••• Locked (verified by provider, Sep 16, 2026) | s•••••••.com Fact |
| K•••• F•• P••••• | Vice President and Legal Counsel | Leadership | email: ••• Locked (verified by provider, Sep 16, 2026) | s•••••••.com Fact |
| K•••• S••••••••• | Senior Vice President and Head of Tax | Leadership | email: ••• Locked (verified by provider, Sep 16, 2026) | s•••••••.com Fact |
| R•••••• W• H••••• | Vice President of Oil & Gas | Leadership | email: ••• Locked (verified by provider, Sep 16, 2026) | s•••••••.com Fact |
| Z••• S••••• family | Principal & Managing Director | Leadership · investment decisions | email: ••• Locked (verified by provider, Sep 16, 2026) | s•••••••.com Fact |
| Z••• S••••• | Principal & Managing Director | Leadership | email: ••• Locked (verified by provider, Sep 16, 2026) | s•••••••.com Fact |
| J•••• J••• | Senior Vice President & Controller | Operations and finance | email: ••• Locked (verified by provider, Sep 16, 2026) | s•••••••.com Fact |
| J•••• S•••• | Director of Operations | Operations and finance | none on record | s•••••••.com Fact |
| J•••• S•••• | Director of Operations | Operations and finance | none on record | s•••••••.com Fact |
| K•••• F•• P••••• | Vice President and Legal Counsel | Operations and finance · investment decisions | email: ••• Locked (verified by provider, Sep 16, 2026) | s•••••••.com Fact |
| K•••• S••••••••• | Senior Vice President and Head of Tax | Operations and finance · investment decisions | email: ••• Locked (verified by provider, Sep 16, 2026) | s•••••••.com Fact |
| J•••• S• C•••••••• | Head of Real Estate | Other | email: ••• Locked (verified by provider, Sep 16, 2026) | s•••••••.com Fact |
| R•••••• W• H••••• | Vice President of Oil & Gas | Other | email: ••• Locked (verified by provider, Sep 16, 2026) | s•••••••.com Fact |
| D•••• L• C•••• | Managing Director, Private Equity Group | Private equity · investment decisions | none on record | s•••••••.com Fact |
| J•••• S• C•••••••• | Head of Real Estate | Real estate · investment decisions | email: ••• Locked (verified by provider, Sep 16, 2026) | s•••••••.com Fact |
Office contact points
Investment mandateshow
••• Locked
Stated (their words, cited)
- Asset classes
- ••• Locked Fact s•••••••.com“••• Locked”
- Invests directly
- ••• Locked Fact s•••••••.com“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- minority (1) Fact
- Sectors
- property & casualty insurance (1) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- insurance (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 1 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 1 Fact
- Investment kinds
- founding equity investment (1) Fact
- First and last deal
- Last: 2006-01-01 · First: 2006-01-01 Fact
- Lead vs participant
- lead (1) Fact
- Disclosed check sizes
- Max: $10.3M · Min: $10.3M · Count: 1 Fact••• Locked
Inferred (regulatory shape and team)
- Real estate team
- 1 Inferencenamed professionals with this responsibility
- Private equity team
- 1 Inferencenamed professionals with this responsibility
- Invests directly
- Has been the principal owner of more than 20 operating companies, several of which have gone public
- Allocates to managers
- unknown
- Asset classes
- Real estate, oil & gas, and private equity/direct investment in operating companies are the firm's three focuses
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments1 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Jan 1, 2006 | A••••••• I•••••••• I•••••••• G••••• I••• | Founding equity investment | property & casualty insurance | lead · minority | $10.3M | none named | sec.gov Fact “••• Locked” |
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
Signals and timeline4show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 4 events. 13F position changes are under Public stakes and holdings.
- Apr 17, 2026Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Jan 1, 2006Direct investment••• LockedDirect investmentsFactsec.gov
- Jan 1, 1972Office formed••• LockedOrganisationFacts•••••••.com
Sources and evidence27show
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. 27 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (16)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+3 d••••• i••••••••• o• r•••••
+0 r••• (1015)
Mandate confidence
+10 m•••••• s•••••••• b• o••••••• i•••••••••
+20 s••••• m•••••• o• t•• r•••••
Identity confidence
+70 c••••••••• (••• Locked)
Real estate propensity
+25 r••• e••••• p••••••••• o• s••••
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
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)
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 |
|---|---|---|---|---|
| Asset classes | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Asset classes | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Edgar fts discovery | family office | Apr 17, 2026 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Formation year | Founded 1972 by J•••• E. S••••• “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Formation year | Founded 1972 by J•••• E. S••••• “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) 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 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Invests directly | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Legal entity | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Legal entity | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Office type (stated) | single_family_office | Apr 17, 2026 | 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 “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Site mentions | direct_i•••••••••,operating_companies,real_estate | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••.com | Fact |
| Sponsor behavior | ••• Locked “••• Locked” | Jan 1, 2006 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••.com | Fact |
| Team page url | ••• Locked | Sep 20, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••.com | Fact |
| Team page url | ••• Locked | Sep 19, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••.com | Fact |
| Team page url | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) s•••••••.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) s•••••••.com | 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 | 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 |