DFX Intelligence
Family office profile
V•••••• H••••••• I•• L••
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Based in Pittsburgh, PennsylvaniaSingle family office (probable)identity confidence 70%Top 500 by research priority
Why this class: a filing by a third party describes it as a single family office (cited).
Verified Sep 21, 2026 (2 days ago)
Last observed Sep 21, 2026 · 15 observations · 3 sources
2 people · 6 investments · 0 public positions · 9 events
Direct investing
70
high
External managers
20
moderate
Sponsor-friendly
60
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: private markets, real estate, co-investment.
Overviewshow
Profile completeness 50% (high value, high value deep; 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
- Based in Pittsburgh, Pennsylvania
- 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
- Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth originshow
- Family served
- D•••• family
- Source of wealth
- ••• Locked
- Operating company origin
- D•••• founded A••••• D••• in 2009, a cloud computing services provider to financial and legal firms, which he chairs alongside V••••••.
Team2 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| J•••• J• D•••• family | Chairman and CEO | Family principal · investment decisions | none on record | sec.gov Fact |
| J•••• J• D•••• | Chairman and CEO | Leadership | none on record | sec.gov Fact |
Investment mandateshow
••• Locked
Stated (their words, cited)
- Asset classes
- ••• Locked Fact sec.gov“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- majority (3), minority (2), unknown (1) Fact
- Sectors
- asset management (1), financial services technology (1), financial services data management SaaS (1), commercial banking (1), retirement planning services (1), ••• Locked (1) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- private equity (5), special purpose acquisition company (1) Fact
- Direct vs fund
- Fund: 1 · Direct: 5 · Real estate: 0 Fact
- Sponsors backed
- G••••• P••••• M••••••••• L•• (1) Fact
- Investment count
- 6 Fact
- Investment kinds
- board seat (1), SPAC sponsorship/chairmanship (1), operating company (1), founding investment (1), founding investment/board seat (1), founded operating company (1) Fact
- First and last deal
- Last: 2017-12-22 · First: 2009-01-01 Fact
- Lead vs participant
- unknown (3), lead (3) Fact
- Disclosed check sizes
- Max: $125M · Min: $125M · Count: 1 Fact••• Locked
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- Portfolio spans technology, financial services, real estate, aviation and natural resources.
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments5 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Jan 1, 2009 | A••••• D••• | Founded operating company | cloud computing services for financial and legal firms | lead · majority | unknown | none named | sec.gov Fact “••• Locked” |
| n/a | C•••••••• I••••••••• P••••••• | Board seat | asset management | unknown | unknown | none named | sec.gov Fact “••• Locked” |
| n/a | P••• M••••• F•••••••• C••••••••• | Founding investment/board seat | retirement planning services | unknown · minority | unknown | none named | sec.gov Fact “••• Locked” |
| n/a | T••••••• C•••••• H••••••• | Founding investment | commercial banking | unknown · minority | unknown | none named | sec.gov Fact “••• Locked” |
| n/a exit Jan 1, 2009 | A••••• D••• C••• | Operating company | financial services data management SaaS | lead · majority | unknown | none named | sec.gov Fact “••• Locked” |
Fund and manager relationshipsshow
- G••••• P••••• A••••••••• C•••• SPAC sponsorship/chairmanship · Dec 22, 2017 · $125M sec.gov
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-investors1show
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| G••••• P••••• M••••••••• L•• | independent sponsor (sponsor) | 1 | Dec 22, 2017 (historical) | G••••• P••••• A••••••••• C•••• | sec.gov |
Independent sponsor relationships2show
Related entitiesshow
Signals and timeline9show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 9 events. 13F position changes are under Public stakes and holdings.
- Apr 29, 2024Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Dec 22, 2017New investment vehicle••• LockedVehiclesFactsec.gov
- Dec 22, 2017Fund commitment disclosed••• LockedFund relationshipsFactsec.gov
- May 1, 2013Fund commitment disclosed••• LockedFund relationshipsFactsec.gov
- Jan 1, 2009Family liquidity event••• LockedwealthFactsec.gov
- Jan 1, 2009Direct investment••• LockedDirect investmentsFactsec.gov
- Jan 1, 2009Portfolio exit••• LockedDirect investmentsFactsec.gov
- Jan 1, 2009New investment vehicle••• LockedVehiclesFactsec.gov
Sources and evidence15show
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. 15 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+15 n•••• d••••••••• (J•••• J• D•••• (Chairman and CEO))
Data confidence
+10 d•••••••••
+10 s••••• m••••••
+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••••••
+15 d••••• i••••••••• o• r•••••
+10 i••••••••• s•••••• r•••••••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (46)
Mandate confidence
+60 m•••••• s•••••••• b• o••••••• i•••••••••
+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
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (D•••• family)
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
External manager propensity
+20 f••• o• m•••••• r•••••••••
Direct investment propensity
+70 o••••••• d••••• i••••••••• (5 on the record)
Independent sponsor propensity
+60 s•••••• r••••••••• o• t•• r••••• (••• Locked)
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | ••• Locked “••• Locked” | Dec 22, 2017 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Board participation | ••• Locked “••• Locked” | Dec 22, 2017 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Decision rights | ••• Locked “••• Locked” | Jan 1, 2020 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | ••• Locked “••• Locked” | Dec 22, 2017 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Edgar fts discovery | family office | Apr 29, 2024 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family served | D•••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Headquarters | Based in Pittsburgh, Pennsylvania “Chairman and CEO of V•••••• Group, Pittsburgh.” | Sep 21, 2026 | DFX analyst research (General-assisted, every claim URL-cited) bjtonline.com | Fact |
| Liquidity event | ••• Locked “••• Locked” | Dec 22, 2017 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Office type (stated) | single_family_office | Apr 29, 2024 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Operating company origin | ••• Locked “••• Locked” | Dec 22, 2017 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Operating model inhouse | ••• Locked “••• Locked” | Dec 22, 2017 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Sponsor behavior | ••• Locked “••• Locked” | Dec 22, 2017 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Source of wealth | ••• Locked “••• Locked” | Dec 22, 2017 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| 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 |