DFX Intelligence
The office, people and counterparty names on this page are hidden. Create a free account to reveal 5 records a month, or get Family Office Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
U•• E•••••••••
Single family office (probable)Top 500
Single family office (probable), with 9 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
- 9
- Decision makers
- 1 of 5
- Last deployment
- Jul 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
- +1new vehicle, 12 months
1 vehicle linked to it by a shared principal appeared on Form D on 17 Jul 2026 (N••••••• E••••• O••••••••• I• 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 → - Dec 2019latest direct deal
Latest direct deals: M••••• G••••• L•• (metals, led, Dec 2019) and M••••••• L•• (metal fabrication (perforated products, expanded metal, safety grating), led, Dec 2019). No newer direct deal is on record since 13 Dec 2019.
What it bought last is the best guide to what it will buy next, and to the check it writes.
Factannounced deals, press and filingsFor Founders and sponsors raising equityAll direct i••••••••• →
Readings, classification basis and verificationidentity confidence 70% · 27 observations · 3 sourcesShowHide
Single family office (probable)Verified Sep 21, 2026 (2 days ago)5 people · 9 investments · 0 public positions · 8 events
Why this class: a filing by a third party describes it as a single family office (cited).
Direct investing
70
high
Co-investment
50
elevated
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.
Profile completeness 47% (high value, high value shallow; the most valuable missing fact is contacts)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overviewshow
- 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, 2026Candidate 25%no rule matched; held as a candidate pending researchInference
Family and wealth originshow
- Family served
- Two families, each with multi-generational operating experience.
- Source of wealth
- ••• Locked
- Operating company origin
- The families came out of steel, real estate and logistics operating companies and still run operating companies today.
Team5 people, 1 with investment decisions, decision makers firstshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| C•••• H••••• family | Co-Founder | Family principal · investment decisions | none on record | prnewswire.com Fact |
| P••• D••••••• family | Co-Founder | Family principal · investment decisions | none on record | sec.gov Fact |
| J•••• M••••• | Chief Executive Officer | Leadership · investment decisions | none on record | prnewswire.com Fact |
| S•••• D••••••• | Chief Financial Officer | Operations and finance · investment decisions | none on record | prnewswire.com Fact |
| C•••• H••••• | Co-Founder and Manager | Leadership | none on record | ir.ascentco.com Fact |
1 former personShow fewer
A••• K••••, Chief Financial Officer, until Apr 8, 2022
Signals and timeline8show
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 8 events. 13F position changes are under Public stakes and holdings.
- Jul 17, 2026New investment vehicle••• LockedVehiclesInferencesec.gov
- Feb 29, 2024Office discovered••• LockedDiscoveryFactsec.gov
- Sep 14, 2026Classification changed••• Lockedc•••••••••Factno URL
- Jan 16, 2023Investment professional joined••• Lockedp•••••Factprnewswire.com
- Mar 18, 2020Direct investment••• LockedDirect investmentsFactsec.gov
Full timeline · 8 eventsShow fewer
- Dec 13, 2019Direct investment••• LockedDirect investmentsFactprnewswire.com
- Dec 13, 2019Direct investment••• LockedDirect investmentsFactprnewswire.com
- Dec 13, 2019Direct investment••• LockedDirect investmentsFactprnewswire.com
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
- Acquires whole companies one at a time rather than investing passively.
- Allocates to managers
- No evidence of any allocation to outside funds or managers; capital goes into wholly owned operating businesses and one direct public stake.
- Asset classes
- Wholly owned private industrial operating companies, plus opportunistic listed equity in the same industry.
- Sectors
- Metals, manufacturing, distribution and logistics; within metals, processing, perforating, expanded metal, grating and tube.
- Geography
- North America.
- Check size
- unknown
Direct investments8 dealsshow
| Date | Company | Kind | Sector | Role | Amount | With | Source |
|---|---|---|---|---|---|---|---|
| Dec 13, 2019 | M••••• G••••• L•• | Portfolio operating company, acquirer of record on the M•••••• deal | metals | lead · majority | unknown | none named | prnewswire.com Fact “••• Locked” |
| Dec 13, 2019 | M••••••• L•• | Acquisition | metal fabrication (perforated products, expanded metal, safety grating) | lead · majority | unknown | none named | prnewswire.com Fact “••• Locked” |
| Date not disclosed | N••••••• M••••••••• | Wholly owned operating company | metal forming and tube | lead · majority | unknown | none named | prnewswire.com Fact “••• Locked” |
| Date not disclosed | M•••• • S••••• S•••• | Wholly owned operating company | steel processing | lead · majority | unknown | none named | prnewswire.com Fact “••• Locked” |
| Date not disclosed | M••••••• | Wholly owned operating company | steel processing (Canada) | lead · majority | unknown | none named | prnewswire.com Fact “••• Locked” |
| Date not disclosed | L••••••••• S••••••••• | Wholly owned operating company | metal stamping and laminations | lead · majority | unknown | none named | prnewswire.com Fact “••• Locked” |
| Date not disclosed | C••••••••• S•••• | Wholly owned operating company | steel service center | lead · majority | unknown | none named | prnewswire.com Fact “••• Locked” |
| Date not disclosed | S••••••• C••••••••• | Open market purchases of listed common stock, filed as a 13D group with P••••• F••• M••••••••• | specialty chemicals and metals | participant · minority | unknown | P••••• F••• M••••••••• L•• (co investor) | sec.gov Fact “••• Locked” |
Investment vehicles (SEC Form D)
- N••••••• E••••• O••••••••• I• L• · shared principal · Jul 31, 2026 · via J•••• M••••• Inference sec.gov
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-investors1show
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities1show
Sources and evidence27show
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. 27 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)
Contactability
+30 n•••• d••••••••• (••• Locked)
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•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (183)
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
+40 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•••• (Two families, each with multi-generational operating experience.)
+20 f••••• p•••••••• o• s••••
Private markets propensity
no components; scored 0
Current activity confidence
no components; scored 0
External manager propensity
no components; scored 0
Direct investment propensity
+70 o••••••• d••••• i••••••••• (9 on the record)
Independent sponsor propensity
no components; scored 0
View all 27 observationsShow fewer
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Allocates to managers | ••• Locked “••• Locked” | Mar 5, 2020 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Asset classes | ••• Locked “••• Locked” | Mar 5, 2020 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Board participation | ••• Locked “Nominate Five Highly-Qualified Candidates for Election” | Mar 18, 2020 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Co invest behavior | ••• Locked “••• Locked” | Mar 18, 2020 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Control preference | ••• Locked “••• Locked” | Jun 11, 2019 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Decision rights | ••• Locked “••• Locked” | Mar 5, 2020 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | ••• Locked “••• Locked” | Jan 16, 2023 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Description | ••• Locked “••• Locked” | Jan 16, 2023 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Description | ••• Locked “••• Locked” | Jan 16, 2023 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Description | ••• Locked “••• Locked” | Mar 5, 2020 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Description | ••• Locked “••• Locked” | Mar 5, 2020 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Edgar fts discovery | family office | Feb 29, 2024 | SEC EDGAR full-text search (a filing sentence that says what an entity is, quoted with its URL) sec.gov | Fact |
| Family generation | ••• Locked “••• Locked” | Mar 18, 2020 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Inference |
| Family involvement | ••• Locked “••• Locked” | Jan 16, 2023 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Family served | H••••• and D••••••• families “••• Locked” | n/a | DFX analyst research (General-assisted, every claim URL-cited) ir.ascentco.com | Fact |
| Family served | Two families, each with multi-generational operating experience. “••• Locked” | Mar 18, 2020 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Former name | ••• Locked “••• Locked” | Jun 11, 2019 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Geographic mandate | North America. “With 26 locations throughout North America” | Jan 16, 2023 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Headquarters | ••• Locked “••• Locked” | Mar 5, 2020 | DFX analyst research (General-assisted, every claim URL-cited) sec.gov | Fact |
| Invests directly | ••• Locked “••• Locked” | Jun 11, 2019 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Office type (stated) | Single family office | Feb 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” | Jun 11, 2019 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Inference |
| Operating model inhouse | ••• Locked “••• Locked” | Jan 16, 2023 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Inference |
| Sectors | ••• Locked “••• Locked” | Dec 13, 2019 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Source of wealth | S••••, real estate and logistics operating businesses. “••• Locked” | Jun 11, 2019 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | 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 |
Not yet on record: capital scale.