DFX Intelligence
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W•••• B•••••••• L••
Single family office (probable)Top 500
Single family office (probable), with 7 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
- 7
- Decision makers
- 5
- Capital scale
- Not established
- Last deployment
- Sep 2025
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
- Direct, 12 months 1Direct, all time 7
- Co-investors 8
Readings, classification basis and verificationidentity confidence 70% · 26 observations · 3 sourcesShowHide
Single family office (probable)Verified Sep 16, 2026 (7 days ago)8 people · 7 investments · 0 public positions · 13 events
Why this class: a filing by a third party describes it as a single family office (cited).
Direct investing
85
high
Co-investment
90
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.
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
- ••• Locked
- 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, 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
- Sep 14, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth originshow
- Family served
- W•••• family
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team8 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| M••••• D• N••• | Chief Investment Officer | Chief investment officer | none on record | sec.gov Fact |
| M•••••• D• W•••• | Officer and Portfolio Manager | direct i••••••••• | none on record | sec.gov Fact |
| M•••••• D• W•••• family | E•••••••• C•••••••• P•••••• H•••••• C•••• | direct i••••••••• · investment decisions | none on record | sec.gov Fact |
| M•••••• D• W•••• | Portfolio Manager | direct i••••••••• · investment decisions | none on record | sec.gov Fact |
| M••••• D• N••• | S••••• Portfolio Manager | direct i••••••••• · investment decisions | none on record | sec.gov Fact |
| D•• W•••• family | Manager | Family principal · investment decisions | none on record | sec.gov Fact |
| F••••• W•••• family | Manager | Family principal · investment decisions | none on record | sec.gov Fact |
| J•••••••• L••• W•••• family | C•••• E•••••••• O••••••• P•••••• H•••••• C•••• | Family principal · investment decisions | none on record | sec.gov Fact |
Investment mandateshow
••• Locked
Stated (their words, cited)
- Sectors
- ••• Locked Fact forbes.com“••• Locked”
- Invests directly
- ••• Locked Fact sec.gov“••• Locked”
- Control preference
- ••• Locked Inference sec.gov“••• Locked”
Observed (from the investment record)
- States
- none Fact
- Control
- unknown (4), minority (2), majority (1) Fact
- Sectors
- oilfield services (2), hydraulic fracturing / oilfield services (2), oilfield services / geophysical data (1) Fact
- Subsectors
- none Fact
- Co investors
- B••• B•••• U•• (1), D•• W•••• (1), F••••• W•••• (1), S•••• W•••• (1) Fact
- Asset classes
- public equities (4), public equity (2), private credit (1) Fact
- Direct vs fund
- Fund: 0 · Direct: 7 · Real estate: 0 Fact
- Sponsors backed
- none Fact
- Investment count
- 7 Fact
- Investment kinds
- public share purchase (2), tender offer for control (1), equity stake (1), private credit / secured notes (1), controlling equity position (1), public minority equity stake (1) Fact
- First and last deal
- Last: 2025-09-30 · First: 2016-01-20 Fact
- Lead vs participant
- unknown (4), lead (2), participant (1) Fact
- Disclosed check sizes
- Max: $47.5M · Min: $20.0M · Count: 2 Fact••• Locked
Inferred (regulatory shape and team)
- Direct investment team
- 4 Inferencenamed professionals with this responsibility
- Invests directly
- Took a direct minority equity position in D••••• G••••••••• C••••••, judged undervalued
- Allocates to managers
- unknown
- Asset classes
- unknown
- Sectors
- Direct investing focus includes oilfield services and data companies, notably U••• W••• S••••••• and D••••• G•••••••••
- Geography
- unknown
- Check size
- unknown
Direct investments5 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | P•••••• H•••••• C•••• S••••• S•••••• F••••••• R••• N•••• | Private credit / secured notes | hydraulic fracturing / oilfield services | participant | $20.0M | B••• B•••• U•• (co investor), W•••• B•••••••• L•• (lender) | sec.gov Fact “••• Locked” |
| Apr 1, 2025 | P•••••• H•••••• C•••• | Controlling equity position | hydraulic fracturing / oilfield services | lead · majority | unknown | none named | sec.gov Fact “••• Locked” |
| Jan 1, 2025 | U••• W••• S•••••••• I••• | Equity stake | oilfield services | unknown · minority | $47.5M | none named | en.wikipedia.org Fact “••• Locked” |
| Jan 19, 2021 | D••••• G••••••••• C•••••• | Public minority equity stake | oilfield services / geophysical data | unknown · minority | unknown | D•• W•••• (co investor), F••••• W•••• (co investor), S•••• W•••• (co investor) | sec.gov Fact “••• Locked” |
| Sep 9, 2020 | C•••••• W••• S••••••• L•• | Tender offer for control | oilfield services | lead | unknown | 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
Stakes the office filed (Schedule 13D, 13G, Section 16)What these filings areFrom EDGAR's index of the office's own filings. A 13D is a stake of 5% or more held with intent, a 13G one held passively, a Form 3, 4 or 5 the office as an insider of the issuer. The size of the stake is inside each filing and is not shown here.
| First filed | Issuer | Filed as | Filings |
|---|---|---|---|
| Jul 20, 2017 | C•••••• W••• S••••••• L•• | Section 16 insider | ••• Locked globenewswire.com |
| Jan 20, 2016 | T••••• W••• S•••••• L•• | Section 16 insider | ••• Locked globenewswire.com |
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-investors5show
| Counterparty | Kind | Shared deals | First, last | Examples | Source |
|---|---|---|---|---|---|
| B••• B•••• U•• | organisation | 1 | Sep 30, 2025 | P•••••• H•••••• C•••• S••••• S•••••• F••••••• R••• N•••• | sec.gov |
| W•••• B•••••••• L•• | organisation (lender) | 1 | Sep 30, 2025 | P•••••• H•••••• C•••• S••••• S•••••• F••••••• R••• N•••• | sec.gov |
| F••••• W•••• | organisation | 1 | Jan 19, 2021 (historical) | D••••• G••••••••• C•••••• | sec.gov |
| D•• W•••• | organisation | 1 | Jan 19, 2021 (historical) | D••••• G••••••••• C•••••• | sec.gov |
| S•••• W•••• | organisation | 1 | Jan 19, 2021 (historical) | D••••• G••••••••• C•••••• | sec.gov |
- B••• B•••• U•• Sep 30, 2025 recurring (2) Fact sec.gov
- B••• B•••• U•• Sep 30, 2025 recurring (2) Fact sec.gov
- S•••• W•••• Jan 19, 2021 recurring (2) Fact sec.gov
- F••••• W•••• Jan 19, 2021 recurring (2) Fact sec.gov
- D•• W•••• Jan 19, 2021 recurring (2) Fact sec.gov
- S•••• W•••• Jan 19, 2021 recurring (2) Fact sec.gov
- F••••• W•••• Jan 19, 2021 recurring (2) Fact sec.gov
- D•• W•••• Jan 19, 2021 recurring (2) Fact sec.gov
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entitiesshow
Signals and timeline13show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 13 events. 13F position changes are under Public stakes and holdings.
- Apr 30, 2025Office discovered••• LockedDiscoveryFactsec.gov
- May 21, 2019Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Sep 30, 2025Direct investment••• LockedDirect investmentsFactsec.gov
- Apr 1, 2025Direct investment••• LockedDirect investmentsFactsec.gov
- Jan 1, 2025Direct investment••• LockedDirect investmentsFacten.wikipedia.org
- Jan 1, 2025Direct investment••• LockedDirect investmentsFacten.wikipedia.org
- Jan 19, 2021Direct investment••• LockedDirect investmentsFactsec.gov
- Jan 19, 2021Direct investment••• LockedDirect investmentsFactsec.gov
- Sep 9, 2020Direct investment••• LockedDirect investmentsFactsec.gov
- Sep 9, 2020Direct investment••• LockedDirect investmentsFactsec.gov
- Jan 1, 2011Family liquidity event••• LockedwealthFacten.wikipedia.org
Sources and evidence26show
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. 26 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+40 n•••• d••••••••• (••• Locked)
Data confidence
+10 d•••••••••
+10 s••••• m••••••
+10 p•••••
+15 i•••••••••
+15 i••••••••• s•••••• (3 sources)
Active deployment
+75 d•••• p•••••• i••••••••• i• l••• 2• m••••• (••• Locked)
+25 a• d•••• p•••••• i••••••••• i• l••• 1• m••••• (2025-09-30)
Exists confidence
+30 i••••••••• s•••••• (3 sources)
+30 a•••••••••
Research priority
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+15 d••••• i••••••••• o• r•••••
+10 d••••••• i• l••• 2• m•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (47)
Mandate confidence
+70 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
+80 c••••••••• o• t•• r••••• (••• Locked)
+10 p••••••••• i• s••••••••• r•••••
Family identity confidence
+60 w••••• o••••• o• o•••••••• c•••••• o• t•• r•••••
+40 f••••• n•••• (W•••• family)
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
+50 d•••• p•••••• i••••••••• i• 2• m•••••
External manager propensity
no components; scored 0
Direct investment propensity
+70 o••••••• d••••• i••••••••• (7 on the record)
+15 d••••• i••••••••• p••••••••• o• s••••
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Board participation | ••• Locked “Executive Chairman” | Jun 30, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Co invest behavior | ••• Locked “••• Locked” | Sep 30, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Control preference | ••• Locked “••• Locked” | Apr 1, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Control preference | ••• Locked “••• Locked” | Sep 9, 2020 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Decision rights | ••• Locked “••• Locked” | Jan 19, 2021 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | ••• Locked “••• Locked” | Jan 19, 2021 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Edgar fts discovery | family office | Apr 30, 2025 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Edgar fts discovery | family office | May 21, 2019 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family involvement | ••• Locked “Chief Executive Officer” | Jun 30, 2025 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Family served | W•••• family “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Headquarters | ••• Locked “17018 IH 20, Cisco, TX 76437” | Jan 19, 2021 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Invests directly | ••• Locked “••• Locked” | Jan 19, 2021 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Legal entity | ••• Locked “••• Locked” | Jan 19, 2021 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Liquidity event | ••• Locked “••• Locked” | Jan 1, 2011 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Office type (stated) | single_family_office | Apr 30, 2025 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Office type (stated) | single_family_office | May 21, 2019 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Sectors | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) forbes.com | Fact |
| Sectors | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) forbes.com | Fact |
| Sectors | ••• Locked “••• Locked” | Jan 1, 2015 | DFX analyst research (General-assisted, every claim URL-cited) en.wikipedia.org | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) forbes.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) forbes.com | Fact |
| Website search | not_found | Sep 21, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| Website search | not_found | Sep 19, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |
| 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 |
| Website search | not_found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |