DFX Intelligence
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M••••• F••••• O•••••
Multi-family officeTop 500· St Louis, MO
Multi-family office, based in St Louis, MO.
Composed from this office's classification, location and record.
As of · the latest observation of this office; filed figures carry their own filing dates
- Regulatory AUM
- $3.8B
- Last deployment
- Jul 2026
Form ADV, Item 5.F
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 8
- Graphs 1
Readings, classification basis and verificationidentity confidence 90% · 50 observations · 4 sourcesShowHide
Multi-family officeVerified Sep 13, 2026 (9 days ago)12 people · 0 investments · 0 public positions · 21 events
Why this class: M•••••'s own site describes itself as a multifamily office with 140+ core client families and $10B under advisement..
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 47% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
- Classification
- Multi-family office
- Description
- ••• Locked
- Headquarters
- St Louis, MO
- Office address
- ••• Locked
- Business phone
- ••• Locked
- Website
- m•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $3.8B. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $3.8B as of Mar 31, 2026, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Dec 14, 1990 · 55 employeesFact
- Client mix (Form ADV 5.D)
- Individuals: 98 ($165M); Charitable organizations: 2 ($26.3M); High net worth individuals: 128 ($3.4B); Pooled investment vehicles: 1 ($172M)Fact
- Private funds advised
- 1 (PE n/a, VC n/a, hedge n/a, real estate n/a), gross assets $151MFact
- Elsewhere in DFX
- Independent Sponsor Intelligence (shared crd)
Classification history
- Sep 13, 2026Multi-family office 90%M•••••'s own site describes itself as a multifamily office with 140+ core client families and $10B under advisement.Factverifiedm•••••••••.com“••• Locked”
- Sep 13, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
- Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Team12 people, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| C•••••• A•••••••• W••••••• | Chief Executive Officer, Board of Directors | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | |
| K•••••••• B•••••• L•••• | Managing Partner, Board of Directors | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | |
| K•••• L•••• | Founder and Managing Partner | Leadership | email: ••• Locked (verified by provider, Sep 21, 2026) | m•••••••••.com Fact |
| A••••• B•••• F•••••• | Board of Directors | Board | none on record | |
| K•••• M•••••• M••••• | Board of Directors | Board | none on record |
Full team · 12 peopleShow fewerdecision makers first
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| K•••• T• O•• | Board of Directors | Board | none on record | |
| P••• T• C••••• | Board of Directors | Board | none on record | |
| P••••• E••••• R••••••• | Board of Directors | Board | none on record | |
| R••• L••••• G•••• | Board of Directors | Board | none on record | |
| T••••• J••• W••• | Board of Directors | Board | none on record | |
| C••••••••• J•• H••••• | Chief Compliance Officer | Operations and finance | none on record | |
| D••••• E•••• L•••• | Chief Operating Officer | Operations and finance | none on record |
Office contact points
Signals and timeline21show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 21 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changed••• Lockedc•••••••••Inferenceno URL
- Sep 13, 2026Classification changed••• Lockedc•••••••••Factm•••••••••.com
- Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov
- Mar 28, 2024Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Jul 20, 2016Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
Full timeline · 21 eventsShow fewer
- Mar 22, 2017Private fund no longer reported••• LockedVehiclesFactadviserinfo.sec.gov
- Jul 20, 2016Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 30, 2022Private fund no longer reported••• LockedVehiclesFactadviserinfo.sec.gov
- Jul 20, 2016Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Jul 20, 2016Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Jul 20, 2016Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Jul 20, 2016Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 30, 2022Private fund no longer reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 30, 2021Private fund no longer reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 29, 2018Private fund no longer reported••• LockedVehiclesFactadviserinfo.sec.gov
- Jul 20, 2016Private fund first reported••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 30, 2023Fund gross assets down••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 30, 2022Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 29, 2020Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Mar 29, 2018Fund gross assets up••• LockedVehiclesFactadviserinfo.sec.gov
- Jul 21, 2026Private fund no longer reported••• LockedVehiclesFactadviserinfo.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
- 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.
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 |
|---|---|---|---|---|---|
| F•• G••••••••• L•• | Other Private Fund | $151M Jul 21, 2026 | 0% | Jul 20, 2016 to now | |
| D••••••••• R••• E••••• F••• L•• · no longer reported | Other Private Fund | $14.7M Sep 16, 2016 | 0% | Jul 20, 2016 to Mar 22, 2017 | |
| F•• G••••••••• A•••• L•• · no longer reported | Other Private Fund | $6.6M Dec 5, 2024 | 4% | Jul 20, 2016 to Jul 21, 2026 | 021-162733 |
| J•••••• 1••• L•• · no longer reported | Other Private Fund | $3.8M Mar 30, 2021 | 1% | Jul 20, 2016 to Mar 30, 2022 | |
| S•••• F••••• P••••••• L•• · no longer reported | Other Private Fund | $2.3M Mar 30, 2021 | 2% | Jul 20, 2016 to Mar 30, 2022 |
All 7 fundsShow fewer
| Fund | Type | Gross asset value | Related share | Reported | Form D |
|---|---|---|---|---|---|
| E•• F••• L•• · no longer reported | Other Private Fund | $940,198 Apr 13, 2017 | 0% | Jul 20, 2016 to Mar 29, 2018 | 021-140088 |
| O•• R•••• L•• · no longer reported | Other Private Fund | $350,710 Dec 11, 2020 | 20% | Jul 20, 2016 to Mar 30, 2021 |
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. This office is also on the sponsor graph; see Elsewhere in DFX above.
Related entities3show
Sources and evidence50show
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. 50 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••••• (3)
+20 v••••••• b••••••• p••••• (2)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+18 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($3,811,053,690)
+8 m••••••••• o•••••
+10 F••• D• v••••••• l•••••
+5 o• a•••••• D•• g••••
+0 r••• (56)
Mandate confidence
no components; scored 0
Identity confidence
+90 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 50 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2026-03-31 | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 21, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 20, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 19, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | ••• Locked | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other services (Form ADV) | ••• Locked | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 1 | Jul 21, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private funds reported (latest Form ADV) | 2 | Dec 5, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $151M | Jul 21, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Gross assets of its private funds | $158M | Dec 5, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Share of its funds owned by itself and related persons | N | Jul 21, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Share of its funds owned by itself and related persons | N | Dec 5, 2024 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Inference |
| Advisory services (Form ADV 5.G) | Financial planning, portfolio management individuals, portfolio management pooled vehicles, selection of other advisers, educational seminars, other | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 1990-12-14 | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 31 | Sep 21, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 31 | Sep 20, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 31 | Sep 19, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 31 | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | ••• Locked | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 128 | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | Individuals: clients: 98; RAUM usd: 165,337,116; Fewer than 5: no; Charitable organizations: clients: 2; RAUM usd: 26,267,840; Fewer than 5: no; High net worth… | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Employees | 55 | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | St Louis, MO | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Independent Sponsor Intelligence entity | M••••• F••••• O••••• (capital_provider) | Sep 21, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | M••••• F••••• O••••• (capital_provider) | Sep 20, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | M••••• F••••• O••••• (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | M••••• F••••• O••••• (capital_provider) | Sep 12, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Independent Sponsor Intelligence entity | M••••• F••••• O••••• (capital_provider) | Sep 11, 2026 | DFX Independent Sponsor Intelligence graph (isi_*) dfxintel.com | Fact |
| Legal form | Limited Liability Company | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | ••• Locked | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | Outsourced family office | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Office type (stated) | Multi family office “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com | Fact |
| Private funds advised | 1 | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $151M | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Accounts (Form ADV) | 2,360 | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| HNW client assets (Form ADV) | $3.4B | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Regulatory AUM (Form ADV) | $3.8B | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 12 | Sep 11, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Site mentions | Real estate | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Team page url | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website | ••• Locked | Sep 21, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) m•••••••••.com | Inference |
| Website | ••• Locked “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) m•••••••••.com | Fact |
| Website | ••• Locked | Mar 31, 2026 | SEC F••• ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Website read | site-fo-3 | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
| Website title | ••• Locked | Sep 21, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) m•••••••••.com | Fact |
Not yet on record: direct investments, decision makers.