DFX Intelligence
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A•••••• I••••• N•••••• A•
Single family office (confirmed)Top 500
Single family office (confirmed), with 4 direct investments 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
- 4
- Decision makers
- 4 of 5
- Last deployment
- Aug 2026
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
What matters now
- +2new vehicles, 12 months
1 vehicle linked to it by a shared principal appeared on Form D on 19 Aug 2026 (A•••••• I••••• P•••• S•• I••••••••• L••); 1 vehicle linked to it by a shared principal appeared on Form D on 12 Aug 2026 (A•••••• I••••• P•••• S••• L••).
A new vehicle is capital being raised or parked for a specific purpose: a co-investment vehicle means a deal the office is in that no announcement names yet.
InferenceSEC Form D and Form ADV; Form D vehicles linked by a shared principalFor Sponsors seeking co-investors, fund managersIts funds and vehicles →
Readings, classification basis and verificationidentity confidence 75% · 22 observations · 4 sourcesShowHide
Single family office (confirmed)Verified Sep 16, 2026 (8 days ago)5 people · 4 investments · 0 public positions · 5 events
Why this class: A•••••• Invest's own w•••••• (independent of the PRNewswire source) independently describes A•••••• Invest as 'the family office and social impact arm spun out of the A•••••• Value Group,' confirming the class our_sentence gave..
Direct investing
75
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, co-investment.
Profile completeness 59% (high value, high value deep; the most valuable missing fact is fund relationships)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
How the office says it invests
- “••• Locked”a•••••••••.com
- “••• Locked”a•••••••••.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 (confirmed)
- Description
- ••• Locked
- Headquarters
- unknown
- Office address
- unknown
- Business phone
- unknown
- Website
- a•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
Classification history
- Sep 15, 2026Single family office (confirmed) 75%A•••••• Invest's own w•••••• (independent of the PRNewswire source) independently describes A•••••• Invest as 'the family office and social impact arm spun out of the A•••••• Value Group,' confirming the class our_sentence gave.Factverifieda•••••••••.com“••• Locked”
- Sep 13, 2026Single family office (confirmed) 75%Talkpool's release describes it as the family office and investment platform of B•••• G••••.Factverifiedprnewswire.com“••• Locked”
- Sep 12, 2026Single family office (probable) 70%a press release by a third party describes it as a single family office (cited)Fact
Family and wealth originshow
- Family served
- G•••• family (B•••• G••••)
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team5 people, 4 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| D••••• G•••• | Principal, Investments | direct i••••••••• · investment decisions | none on record | a•••••••••.com Fact |
| S•••••• S••••••• | Principal, Investments | direct i••••••••• · investment decisions | none on record | a•••••••••.com Fact |
| B•••• G•••• family | Executive Chairman & Founder | Family principal · investment decisions | none on record | a•••••••••.com Fact |
| M•••••• S••••••• | CFO, N•••••• | Operations and finance · investment decisions | none on record | a•••••••••.com Fact |
| B•••••• R•••••• | CFO | Operations and finance | none on record | a•••••••••.com Fact |
Office contact points
Signals and timeline5show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 5 events. 13F position changes are under Public stakes and holdings.
- Aug 19, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
- Aug 12, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
- Sep 13, 2026Classification changed••• Lockedc•••••••••Factprnewswire.com
- Mar 27, 2026Office discovered••• LockedDiscoveryFactprnewswire.com
- Aug 21, 2025Fund commitment disclosed••• LockedFund relationshipsFactciobulletin.com
Investment mandateshow
••• Locked
Stated (their words, cited)
- Invests directly
- ••• Locked Inference a•••••••••.com“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- unknown (4) Fact
- Sectors
- healthcare (1), diagnostics (1), mining (1), renewable energy (1) Fact
- Subsectors
- none Fact
- Co investors
- none Fact
- Asset classes
- direct equity (4) Fact
- Direct vs fund
- Fund: 0 · Direct: 4 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 4 Fact
- Investment kinds
- portfolio listed (4) Fact
- First and last deal
- Last: unknown · First: unknown Fact
- Lead vs participant
- unknown (4) Fact
- Disclosed check sizes
- Max: unknown · Min: unknown · Count: 0 Fact••• Locked
Inferred (regulatory shape and team)
- Direct investment team
- 2 Inferencenamed professionals with this responsibility
- Invests directly
- Holds a portfolio of direct operating-company i••••••••• across industrial, healthcare, and technology-adjacent sectors
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments4 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Date not disclosed | K••••••••• | Portfolio listed | mining | unknown | unknown | none named | a•••••••••.com Fact “••• Locked” |
| Date not disclosed | S•• D••••••••• | Portfolio listed | diagnostics | unknown | unknown | none named | a•••••••••.com Fact “••• Locked” |
| Date not disclosed | H•••• C••• G•••• | Portfolio listed | healthcare | unknown | unknown | none named | a•••••••••.com Fact “••• Locked” |
| Date not disclosed | E•••••• | Portfolio listed | renewable energy | unknown | unknown | none named | a•••••••••.com 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 entities3show
Sources and evidence22show
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. 22 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
+30 v••••••• b••••••• e••••• (4)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+15 i•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+12 d••••• i••••••••• o• r•••••
+0 r••• (344)
Mandate confidence
+40 m•••••• s•••••••• b• o••••••• i•••••••••
Identity confidence
+75 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•••• (G•••• family (B•••• G••••))
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
+25 a• s••••••••• f••• w••••• 1• m••••• (6 days)
External manager propensity
no components; scored 0
Direct investment propensity
+60 o••••••• d••••• i••••••••• (4 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
View all 22 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Aum stated | ••• Locked “••• Locked” | Aug 21, 2025 | DFX analyst research (General-assisted, every claim URL-cited) ciobulletin.com | Fact |
| Decision rights | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) ciobulletin.com | Fact |
| Description | ••• Locked | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) a•••••••••.com | Fact |
| Family served | G•••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Family served | G•••• family (B•••• G••••) “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) appliedvaluegroup.com | Fact |
| Formation year | ••• Locked “••• Locked” | Jan 1, 1997 | DFX analyst research (General-assisted, every claim URL-cited) appliedvaluegroup.com | Fact |
| Investment committee | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) appliedvaluegroup.com | 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) a•••••••••.com | Fact |
| Invests directly | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) a•••••••••.com | Inference |
| Office type (stated) | Single family office “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) a•••••••••.com | Fact |
| Office type (stated) | Single family office “••• Locked” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Office type (stated) | Single family office | Mar 27, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | Single family office | Mar 27, 2026 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) a•••••••••.com | Fact |
| Team size total | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) a•••••••••.com | Inference |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) appliedvaluegroup.com | Fact |
| Website | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) a•••••••••.com | Fact |
| Website | ••• Locked | Sep 15, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) a•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) a•••••••••.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) a•••••••••.com | Fact |
Not yet on record: capital scale.