DFX Intelligence
Family office profile
E••••••••• P••••••• L••
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OHFamily investment companyidentity confidence 85%Top 500 by research prioritye•••••••••.com
Why this class: The firm's own w••••••, tagged Proprietary Investment, states it was established by founder M•••••• S••••••• in 2017 to invest his own capital in alternative assets such as real estate, private equity, mezzanine funds, senior secured debt and venture capital funds, which matches a founder's personal holding vehicle rather than an outside manager taking in client money; the live site is currently behind a bot-challenge wall so this was verified via the Wayback Machine archive of the firm's own page..
Verified Sep 16, 2026 (7 days ago)
Last observed Sep 16, 2026 · 19 observations · 4 sources
1 people · 0 investments · 0 public positions · 2 events
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.
Overviewshow
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
- Classification
- Family investment company
- Description
- ••• Locked
- Headquarters
- OH
- Office address
- unknown
- Business phone
- unknown
- Website
- e•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Foundation assets (IRS)
- $7.4M across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
- Capital scale
- Reported office AUM: unknown. Related foundation assets $7.4M. These are different facts and are never added together.
Classification history
- Sep 14, 2026Family investment company 85%The firm's own w••••••, tagged Proprietary Investment, states it was established by founder M•••••• S••••••• in 2017 to invest his own capital in alternative assets such as real estate, private equity, mezzanine funds, senior secured debt and venture capital funds, which matches a founder's personal holding vehicle rather than an outside manager taking in client money; the live site is currently behind a bot-challenge wall so this was verified via the Wayback Machine archive of the firm's own page.Factverifiedweb.archive.org“••• Locked”
- Sep 14, 2026Candidate 40%named on a family foundation's 990-PF as substantial contributor (C•••••• C•••• I••)Inferenceapps.irs.gov“••• Locked”
Family and wealth originshow
- Family served
- unknown
- Source of wealth
- ••• Locked
- Operating company origin
- unknown
Team1 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| M•••••• S••••••• family | Founder | Family principal · investment decisions | email: ••• Locked (unverified) | e•••••••••.com Fact |
Office contact points
Investment mandateshow
Stated (their words, cited)
- Check size low usd
- Typical transaction size floor of $100, 000 Fact e•••••••••.com“••• Locked”
- Check size high usd
- Typical transaction size ceiling of $1, 000, 000 Fact e•••••••••.com“••• Locked”
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
- $100,000 to $1.0M
Direct investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
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 entities1show
Signals and timeline2show
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.
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factweb.archive.org
- Jan 1, 2017Office formed••• LockedOrganisationFacte•••••••••.com
Sources and evidence19show
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. 19 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (6 days)
Contactability
+10 v••••••• b••••••• e••••• (1)
+10 v••••••• b••••••• p••••• (1)
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+20 w••••••
+30 i••••••••• s•••••• (4 sources)
+30 a•••••••••
Research priority
+4 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($7,352,067)
+15 s••••• f••••• o• f••••• i••••••••• c••••••
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+0 r••• (427)
Mandate confidence
+20 s••••• m•••••• o• t•• r•••••
+10 c•••• s••• s••••• ($100,000 to $1,000,000)
Identity confidence
+85 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•••••
+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
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Check size (high) | Typical transaction size ceiling of $1,000,000 “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e•••••••••.com | Fact |
| Check size (high) | Typical transaction size ceiling of $1,000,000 “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e•••••••••.com | Fact |
| Check size (low) | Typical transaction size floor of $100,000 “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e•••••••••.com | Fact |
| Check size (low) | Typical transaction size floor of $100,000 “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e•••••••••.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e•••••••••.com | Fact |
| Description | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e•••••••••.com | Fact |
| Formation year | Founded by M•••••• S••••••• in 2017 “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e•••••••••.com | Fact |
| Formation year | Founded by M•••••• S••••••• in 2017 “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) e•••••••••.com | Fact |
| Foundation contributor | C•••••• C•••• I•• | Dec 31, 2024 | IRS Form 990-PF private foundation filings (e-file index and Exempt Organizations BMF) apps.irs.gov | Fact |
| Liquidity event | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) elvisridgecapital.com | Fact |
| Liquidity event | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) elvisridgecapital.com | Fact |
| Office type (stated) | family_investment_company “••• Locked” | Sep 14, 2026 | DFX analyst research (General-assisted, every claim URL-cited) web.archive.org | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) elvisridgecapital.com | Fact |
| Philanthropy program | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) elvisridgecapital.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) elvisridgecapital.com | Fact |
| Source of wealth | ••• Locked “••• Locked” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) elvisridgecapital.com | Fact |
| Website | ••• Locked | Sep 15, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) e•••••••••.com | Inference |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) e•••••••••.com | Fact |
| Website search | not_found | Sep 14, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) no URL | Inference |