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C••••• F••••• O•••••• L••

Single family office (probable)Top 500· Austin, TX

Single family office (probable), based in Austin, TX.

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

Decision makers
2 of 3
The office's site, Form ADV Schedule A and filings
13F holdings
$167M
Form 13F
Last deployment
Aug 2026
The latest dated investment or commitment on record
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Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 11 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 70% · 104 observations · 7 sourcesShow
Single family office (probable)Verified Sep 16, 2026 (8 days ago)3 people · 0 investments · 67 public positions · 54 events

Why this class: a press release by Newsweek describes it as a single family office (cited).

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, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 56% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Single family office (probable)
Description
unknown
Headquarters
Austin, TX
Office address
unknown
Business phone
unknown
Website
c•••••••.com
Year established
unknown
Assets under management
$347M as of Apr 7, 2026Fact
Form 13F
$167M across 71 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 20, 2026Single family office (probable) 70%a press release by Newsweek describes it as a single family office (cited)Fact
  • Sep 12, 2026Single family office (probable) 70%unregistered 13F filer named as a family office: a multi-family office would have to registerInference
Team
3 people, 2 with investment decisions, decision makers firstshow
PersonTitleResponsibilityBusiness contactSource
A•••••• L••••••••Principal & Chief Investment OfficerChief investment officer · investment decisionsnone on record
M••••••• H•••PrincipalLeadership · investment decisionsnone on record
c•••••••.com Factsec.gov Fact2 sources agree
A••••• S•••CCOOperations and finance
phone: ••• Locked (published by the subject, Oct 21, 2024)
sec.gov Fact
1 former person
C•••• R••••••, Chief Compliance Officer, until Sep 16, 2026
Office contact points
Office address: ••• Locked (published by the subject) sec.gov
Office address: ••• Locked (published by the subject) sec.gov
W••••••: ••• Locked (published by the subject) c•••••••.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.

Investment mandate
show

••• Locked

Stated (their words, cited)
Asset classes
••• Locked Fact c•••••••.com
“••• Locked”
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$147M Inference
13F table value, quarter ended 2025-12-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
Cash, fixed income, ETFs, mutual funds, separately managed accounts, options, private investments as a portfolio component, real estate and commodities exposure
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.
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
40 positionsshow
Form 13F holdings

Top 40 positions of 71 for the quarter ended Jun 30, 2026; $158M shown of $167M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
I•••••• T•C••• S&P500 ETF$33.3M44,43419.9%
V••••••• I••• E••••• I•••• F•FTSE EMR MKT ETF$13.7M228,7178.2%
I•••••• T•C••• DIV GRWTH$9.9M130,0665.9%
F••••••• C•••••••• T••••VLU FACTOR ETF$9.6M123,1005.7%
I•••••• T•C••• MSCI EAFE$9.2M95,4125.5%
I•••••• T•MSCI USA MIN ETF$8.1M84,4194.9%
V••••••• I•••• F••MID CAP ETF$8.1M100,9544.9%
I•••••• I••C••• MSCI EMKT$7.5M90,7454.5%
I•••••• T•20 YR TR BD ETF$6.6M76,2173.9%
I•••••• Q•• T•UNIT SER 1$6.0M8,1053.6%
All 40 positionslargest value first
IssuerClassValueSharesWeight
I•••••• T•MSCI USA QLT FCT$5.3M24,2573.2%
A•••• I••COM$5.1M17,5143.0%
S•••• S•• S••• S•• 5•• E•• T•TR UNIT$4.1M5,5212.5%
C••• S••••••••• I•• N••COM$3.1M121,3061.9%
V••••••• I•••• F••TOTAL STK MKT$3.0M7,9821.8%
V••••••• W•••••••• F••EM MK GOV BD ETF$2.7M39,9931.6%
I•••••• T•MSCI INDIA ETF$2.5M49,9571.5%
V••••••• I••• E••••• I•••• F•FTSE EUROPE ETF$1.6M18,4281.0%
M•••••••• C•••COM$1.5M4,1160.9%
T•••• I••COM$1.5M3,4820.9%
C••••••••• H•••• I••CL A$1.4M1,7920.8%
I•••••• T•J••••••• USD EMG$1.3M13,3890.8%
N••••• C•••••••••COM$1.3M6,2960.8%
P•••••• I••COM$989,4637,3080.6%
C••••••• G••••• I••COM CL A$964,4156,5970.6%
N••• I••CL B$941,22322,9290.6%
M••• P•••••••• I••CL A$810,7301,4390.5%
B••••• C•COM$774,3133,5770.5%
R•••••••• M••• I••COM CL A$773,3597,7120.5%
I•••••• B•••••• T•••• E••SHS BEN INT$703,85021,1430.4%
A••••••• I••CAP STK CL A$672,5341,8820.4%
S••••• S•••••••• T•US BRD MKT ETF$651,69422,5030.4%
R••••• C•••CL A$598,18011,0000.4%
C••••••••• I••COM$556,9835230.3%
A••••• C•• I••COM$552,9492,3200.3%
V••••• E•• T••••G••• MINERS ETF$540,2187,1600.3%
U••••••••• G•••• I••COM$538,7741,2960.3%
M••••• T••••••••• I••COM$527,4074570.3%
S•••• S•• S••• S•• 5•• E•• T• CallTR UNIT$522,7397000.3%
B••••••• I••COM$513,9721,3610.3%
Changes between the last two quarters
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Jun 30, 2026 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
  • Dec 31, 2025 ••• Locked sec.gov
All 25 changes
  • 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
  • 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
  • Sep 30, 2025 ••• Locked sec.gov
  • Sep 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
show
Sources and evidence
104show

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. 104 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
+20 v••••••• b••••••• p••••• (3)
Data confidence
+10 w••••••
+10 s••••• m••••••
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (7 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (7 sources)
+30 a•••••••••
Research priority
+11 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($146,505,179)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+0 r••• (382)
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
no components; scored 0
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
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 104 observations
FactValueEffectiveSourceClass
Other names (Form ADV 1.B)C••••• F••••• O••••• LLCSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)C••••• F••••• O••••• LLCSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)C••••• F••••• O••••• LLCSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Asset allocation stated••• Locked
“Our minimum initial account value is $1,000,000”
May 15, 2020DFX analyst research (General-assisted, every claim URL-cited) c•••••••.comFact
Asset classes••• Locked
“••• Locked”
May 15, 2020DFX analyst research (General-assisted, every claim URL-cited) c•••••••.comFact
Aum stated••• Locked
“••• Locked”
Dec 31, 2019DFX analyst research (General-assisted, every claim URL-cited) c•••••••.comFact
Assets under management$347MApr 7, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
Branch offices4Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices4Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices4Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Decision rights••• Locked
“••• Locked”
May 15, 2020DFX analyst research (General-assisted, every claim URL-cited) c•••••••.comFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.govFact
Filing address32 LOVEGRASS, Austin, TX, 78745Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address32 LOVEGRASS, Austin, TX, 78745Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address••• LockedMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-06-30Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-09-30Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-06-30Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions71Jun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions67Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions60Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions65Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions73Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions67Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions70Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions55Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions55Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions46Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$167MJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$145MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$147MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$177MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$314MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$282MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$286MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$276MSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$250MJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$194MMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Formation year••• Locked
“••• Locked”
May 15, 2020DFX analyst research (General-assisted, every claim URL-cited) c•••••••.comFact
HeadquartersAustin, TXJun 30, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersAustin, TXMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersGreenwood Village, CODec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersGreenwood Village, COSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersGreenwood Village, COJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersGreenwood Village, COMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersGreenwood Village, CODec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersGreenwood Village, COSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersGreenwood Village, COJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersGreenwood Village, COMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Headquarters••• Locked
“••• Locked”
May 15, 2020DFX analyst research (General-assisted, every claim URL-cited) c•••••••.comFact
Office type (stated)Single family officeNov 14, 2025GlobeNewswire releases that name a family office (discovery and investment records, quoted) globenewswire.comFact
Website••• LockedSep 15, 2026DFX model output (c••••••••• rules, scores, mandates, matches) c•••••••.comInference
Website readsite-fo-3Sep 16, 2026Family office and investment company w••••••s (about, team, portfolio, news pages) c•••••••.comFact

Not yet on record: direct investments.