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Albuquerque Family Office List

This Albuquerque page currently has no listed family offices in the researched database in its coverage. That makes it a limited starting point for anyone screening family offices by city. The table does not provide profiles to compare by structure, investment focus, location or disclosed assets under management. If you are a founder or business owner seeking capital, consider widening the geographic scope or searching by the sectors and investment types that fit your opportunity. Fund managers, investors and advisors can also use a broader regional search to find relevant profiles beyond the city boundary. Treat the page as an indication of the database's present coverage for this location, not proof that no family offices operate in or around Albuquerque. A wider search can help define the relevant geography and profile criteria before outreach begins.

At a glance

  • No family offices are listed for Albuquerque.
  • No single-family or multi-family office profiles are listed.
  • No firms disclose assets under management on this page.

Family office profiles

Coverage here is limited, and the team can help scope a wider search.

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Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.

Also nearby

More family offices from nearby areas.

Class VI Family Office, LLC

Denver, CO | Multi-family office | Founded 2005

Class VI Family Office is a multi-family office serving entrepreneurs, business owners, and executives, including families navigating business liquidity events. Its services include wealth planning, tax efficiency, asset protection, philanthropy, and coordination with other advisers.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Not stated
  • Wealth Planning
  • Tax Planning
  • Asset Protection
  • Philanthropy
  • Liquidity Events

Perot Investments Inc.

Dallas, TX | Single family office | Founded 1984

Perot Investments manages the wealth and investments of the Perot family, whose business history includes information technology services and real estate development. Its stated investment areas span public and private equity, venture capital, hedge funds, natural resources, aviation, and land.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Public Equities, Private Equity, Venture Capital, Hedge Funds, Real Estate
Wealth source
Perot family; information technology services and real estate development
  • Public Equities
  • Private Equity
  • Middle-Market Companies
  • Growth Equity
  • Venture Capital
  • Natural Resources

Wilks Brothers, LLC

Cisco, TX | Single family office | Founded 2011

Wilks Brothers is a family-controlled office formed to hold and invest the Wilks family's capital. The family built its wealth in masonry and hydraulic fracturing, and the office invests across energy, real estate, land, ranching, manufacturing, construction, and related businesses.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Private Credit, Real Estate, Public Equities, Direct Investments
Wealth source
Wilks family; proceeds from the sale of a hydraulic fracturing business
  • Energy
  • Oil and Gas
  • Oilfield Services
  • Real Estate
  • Land and Ranching
  • Manufacturing

Black Forest Ventures, LLC

The Woodlands, TX | Single family office | Founded 2009

Black Forest Ventures is a single-family office and asset management firm founded by the Laukien family. It manages long-term investments across commercial real estate, aviation, hospitality, and technology.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Direct Investments
Wealth source
Laukien family; scientific instrumentation business
  • Commercial Real Estate
  • Hospitality
  • Private Aviation And Travel
  • Technology And Analytical Instrumentation

Jaggi Family Office

Tucson, AZ | Single family office | Founded 2011

The Jaggi Family Office manages family wealth through investments in real estate and early-stage technology. Its real estate activity includes acquisitions and development across property sectors, with a focus on build-to-rent projects.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Direct Investments, Funds
Wealth source
Jaggi family; proceeds from mortgage banking and technology and real estate company exits
  • Value-Add Real Estate
  • Real Estate Development
  • Early-Stage Technology
  • Build-to-Rent

Westcott Industries LLC

Dallas, TX | Single family office | Founded 2019

Westcott Industries is a private investment platform with interests in real estate, technology, energy, finance and consumer services. The family’s business history includes automotive dealerships and companies in automotive services, flowers, communications and venture investments.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Hedge Funds
Wealth source
Westcott family; automotive dealerships and business sales
  • Real Estate
  • Technology
  • Energy
  • Finance
  • Consumer Services
  • Venture Capital

Southern Wealth Management, LLP

Dallas, TX | Multi-family office | Founded 2005

Southern Wealth Management is a multi-family office that provides coordinated financial guidance to individuals and families. Its services include financial advice and planning, business valuation, estate and tax planning, investment consulting, and back-office management.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Not stated
  • Financial Planning
  • Business Valuation
  • Estate Planning
  • Tax Planning
  • Investment Consulting
  • Back-Office Management

True North Advisors, LLC

Dallas, TX | Multi-family office | Founded 2000

True North Advisors is a multi-family office and wealth management firm serving families, entrepreneurs, business owners, and institutions. It provides wealth planning and investment management, including private investment offerings through its alternative strategies platform.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Real Estate
  • Multifamily Real Estate

Trek One Capital, LLC

Houston, TX | Single family office | Founded 2023

Trek One Capital is a family office backed investment firm focused on acquisitions and strategic investments in lower and middle market businesses. It works with operators and capital partners across operating businesses, real assets, natural resource development, consumer brands, and environmental infrastructure.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Infrastructure, Direct Investments
Wealth source
Not stated
  • Natural Resources
  • Consumer Brands
  • Environmental Infrastructure
  • Gold Mining
  • Chocolate And Confectionery
  • Waste Management

Fortitude Family Office, LLC

Scottsdale, AZ | Multi-family office | Founded 2021

Fortitude Family Office is a privately owned multi-family office serving individuals, business owners, institutions, and families. Its services include wealth management, investment advice, tax, accounting, philanthropy, and business operations.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Hedge Funds, Private Credit, Real Estate
  • Private Investments
  • Ranching and Agriculture
  • Land Holdings
  • Private Lending
  • Private Equity
  • Venture Capital

Mantucket Capital

Greenwood Village, CO | Single family office | Founded 1998

Mantucket Capital is a single-family office that invests in private equity, private debt and special situations across multiple industries. It partners with management teams to support business growth.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Private Credit, Real Estate
Wealth source
Not stated
  • Energy
  • Natural Resources
  • Industrials
  • Software
  • Financial Services
  • Real Estate

CNTR Capital

Denver, CO | Single family office | Founded 2013

CNTR Capital manages assets for the Kunzi family and invests in small and medium-sized service businesses. Its current portfolio includes fitness technology, a health and wellness application, and commercial appliance repair and maintenance services.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Hedge Funds
Wealth source
Kunzi family
  • Service Businesses
  • Fitness Technology
  • Health and Wellness
  • Commercial Appliance Repair
  • Maintenance

Jumana Capital

Houston, TX | Single family office | Founded 2018

Jumana is a single family office that partners with entrepreneur-led companies using flexible, long-term capital. Its stated areas span private equity, energy, telecommunications, retail, business services, healthcare, manufacturing, and technology.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Infrastructure, Funds
Wealth source
Not stated
  • Private Equity
  • Alternative Energy
  • Telecommunications
  • Retail
  • Business Services
  • Healthcare

Mt. Vernon Investments, LP

Dallas, TX | Single family office | Founded 2002

Mt. Vernon Investments is a single family office for the Troutt family, whose wealth is associated with the founding of Excel Communications. It manages investments across public equities, private equity, venture capital and real estate.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Public Equities, Real Estate
Wealth source
Troutt family; proceeds from founding Excel Communications
  • Private Equity
  • Venture Capital
  • Public Equities
  • Real Estate

CĒDRUS Financial - Family Office Services

Littleton, CO | Multi-family office | Founded 2008

CĒDRUS Financial is a family advisory firm that helps client families coordinate wealth growth and protection strategies with family goals. Its stated investment area is fund of funds strategies.

AUM range
Under $50M
Check size
Not stated
Asset classes
Funds, Hedge Funds
  • Fund Of Funds
  • Long-Term Growth
  • Risk-Adjusted Returns

Videos for this list

Video thumbnail: New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real Estate
New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real EstateAn interview about a New York City multi-family office investor mandate, described as exceeding $1 billion. The title points to a focus on private equity and real estate.
Video thumbnail: New York City Private Investor Mandate Interview
New York City Private Investor Mandate InterviewAn interview about a private investor mandate associated with New York City. It outlines the investor's areas of interest and investment criteria.

Coverage here is limited, and the team can help scope a wider search.

Want more family offices in this area?

Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.

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Questions about this list

Does the empty page mean there are no family offices in Albuquerque?

No. It means the researched database has no listed profiles for Albuquerque on this page. Database coverage is not proof that no family offices operate in the area. A broader geographic search may identify relevant profiles beyond the city boundary.

Can I compare investment focuses on this page?

There are no listed profiles, so the page does not provide focus areas, office structures or AUM disclosures to compare. If you are researching a particular sector or investment type, a wider regional search can help establish whether relevant family office profiles are available.

How should I approach family offices around Albuquerque?

Begin by defining the geographic scope and investment criteria that fit your opportunity, then look for offices whose disclosed profile aligns with them. Prepare a concise summary of your business, capital need, stage and use of funds. Verify the right decision maker and process before outreach, since the page itself contains no listed contacts.

What can the team help scope?

The team can help define a wider search around Albuquerque, including the geography and profile criteria relevant to your research. This is useful when a city page has no listed offices and you need to assess whether nearby locations should be considered. Coverage and fit depend on the resulting search.

What does the full list add?

A full list can provide contact data, decision makers and check size fields for the profiles within an agreed search scope. Request it through the form to support your own research and outreach planning. The request does not promise introductions, funding or any investment outcome.

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