Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.
CH Investment Partners
Dallas, TX | Multi-family office | Founded 2011
CH Investment Partners advises ultra-high-net-worth families and develops customized investment portfolios. Its stated areas include global equities, hedge funds, private equity, direct investments, real estate, and fixed income.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Public Equities, Hedge Funds, Private Equity, Direct Investments, Real Estate, Fixed Income
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
Turtle Creek Wealth Advisors, LLC
Dallas, TX | Multi-family office | Founded 2022
Turtle Creek Wealth Advisors is a multi-family office founded by families. It provides investment advisory, family office, tax, and estate planning services, with investment interests that include energy, healthcare, ranching, real estate, and equities.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Public Equities, Real Estate
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
Robertson, Griege & Thoele
Dallas, TX | Multi-family office | Founded 1985
Robertson, Griege & Thoele is a multifamily office serving business owners, executives, wealthy families, and professional athletes. Its source text states a minimum investable asset threshold of $3,000,000.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
Western Alternative Strategies
Dallas, TX | Multi-family office | Founded 2011
Western Alternative Strategies is an alternative investment platform established within a multi-family office for wealth managers, family offices, and high-net-worth clients. It builds diversified portfolios using private and public market strategies.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Private Credit, Real Estate, Venture Capital, Public Equities, Hedge Funds
Lexington Hill Partners
Dallas, TX | Multi-family office | Founded 2019
Lexington Hill Partners is a multi-family office that provides private wealth management and financial planning services. Its engagements include oversight of public and private equity, liability management, cash flow and liquidity forecasting, estate planning, and risk management.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity
JF2 Capital Partners
Dallas, TX | Multi-family office | Founded 2017
JF2 Capital Partners is a family office backed investment firm that invests in lower middle market private equity and early-stage companies across industries. It considers growth-stage businesses and established operating companies.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
Odoomber Tree Capital
Dallas, TX | Multi-family office | Founded 2016
Odoomber Tree Capital is a family office whose client families invest together in shared themes and purposes. Its stated investment areas include private equity and real estate.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate
Strait Lane Capital Partners, LLC
Dallas, TX | Multi-family office | Founded 2009
Strait Lane Capital Partners is a family-owned private investment firm and the investment arm of two family offices. It focuses on private equity-style investments, including control investments and leveraged recapitalizations in industrial, business services and technology companies.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Direct Investments
Legacy Knight MFO, LLC
Dallas, TX | Multi-family office | Founded 2019
Legacy Knight is a Dallas-based multi-family office that works with client families on financial goals and investment opportunities. Its areas include growth-stage venture capital and real estate development projects across the United States.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Venture Capital, Real Estate
Consultas LLC
Dallas, TX | Multi-family office | Founded 2018
Consultas is a multi family office providing financial and investment management services. Its stated investment areas include liquid and illiquid investments, real estate, commodities, and alternative investments.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Commodities, Private Equity, Hedge Funds, Real Estate
Lynch Holdings LLC
Dallas, TX | Multi-family office | Founded 2021
Lynch Holdings is a family investment firm focused on diversified investments, including early-stage technology, fire protection businesses, agricultural technology, organic farming and ranching.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Venture Capital, Direct Investments
ICP Group
Dallas, TX | Multi-family office
ICP Group is a multifamily office investment firm that invests through private equity managers and in value-add opportunistic real estate. Its stated property areas include multifamily, industrial, commercial, and retail.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Funds
RWR Investments LLC
Dallas, TX | Multi-family office | Founded 2011
RWR Investments began managing assets for other families through a multi-family office platform in 2013. It allocates capital to long-only public equity, fixed income, private equity, hedge funds, and real assets.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Private Equity, Hedge Funds, Real Estate, Infrastructure
CW Partners
Dallas, TX | Multi-family office | Founded 2003
CW Partners is a multi-family office and trust company serving individuals and families. Its services include wealth planning, legal and tax, finance and accounting.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Hedge Funds
LaGrande Global LLC
Dallas, TX | Multi-family office | Founded 2013
LaGrande Global is a multi-family office that provides investment advice and support to individuals and families navigating changes in their financial circumstances. Its stated areas include real estate, cars, racing, and healthcare.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
Digital Ascension Group
Dallas, TX | Multi-family office | Founded 2022
Digital Ascension Group is a multi-family office focused on digital assets. It serves private clients and works with family offices on digital asset investments and related opportunities.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Digital Assets
Pappas Harris Capital
Dallas, TX | Multi-family office | Founded 2013
Pappas Harris Capital is a multi-family office and investment firm pursuing opportunistic and value-added strategies. It seeks long-term value through investments made with investor partners.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity
Edgemont Advisors, LLC
Dallas, TX | Multi-family office | Founded 2013
Edgemont Advisors is a registered investment adviser that provides family office services. It works with clients to develop coordinated investment and estate planning strategies.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Mojo Minerals LLC
Dallas, TX | Single family office | Founded 2022
Mojo Minerals is a private investment firm with a family office approach, focused on acquiring mineral, royalty, leasehold, and surface assets. It provides liquidity to landowners in the Permian and Haynesville Basins.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Commodities, Direct Investments
- Wealth source
- Not stated
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
Hersh Family Investments
Dallas, TX | Single family office | Founded 1997
Hersh Family Investments manages capital for the Hersh family and supports its financial, civic, and philanthropic interests. It invests in businesses with established management teams and potential for long term value creation.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Funds, Direct Investments
- Wealth source
- Hersh family
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
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
2M Companies LLC
Dallas, TX | Single family office | Founded 1985
2M Companies is the family office for the Meyerson family. It sources and manages investments across multiple industries, incubates startup ventures, and supports philanthropic activities through a family foundation.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Direct Investments
- Wealth source
- Meyerson family
Deason Capital Services, LLC
Dallas, TX | Single family office | Founded 2009
Deason Capital Services manages family assets that include public company shares, municipal bonds, operating company holdings, and investments across multiple funds and asset types.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Private Equity, Private Credit, Real Estate, Funds
- Wealth source
- Deason family
Copper Beech Capital, LLC
Dallas, TX | Single family office
Copper Beech Capital is a Dallas-based single-family office that invests alongside partners in real estate, private equity, and private debt.
- AUM range
- Under $50M
- Check size
- $2M to $20M
- Asset classes
- Real Estate, Private Equity, Private Credit
- Wealth source
- Not stated
LampoVentures, LLC
Dallas, TX | Single family office | Founded 2010
LampoVentures is a Dallas-based family office focused on turnarounds and restructurings.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity
- Wealth source
- Not stated
Gupta Capital Group
Dallas, TX | Single family office | Founded 1981
Gupta Capital Group manages a diversified portfolio of operating businesses and other investments. The Gupta family's business interests include steel and metals, including products for the oil and gas industry.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Direct Investments
- Wealth source
- Gupta family; steel and metals businesses
Leon Capital Group
Dallas, TX | Single family office | Founded 2009
Leon Capital Group is a single-family office of the Leon family. It owns and operates businesses across real estate, healthcare, and financial services.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Direct Investments
- Wealth source
- Leon family; real estate development
The Arnold Companies
Dallas, TX | Single family office | Founded 1964
The Arnold Companies is a family office and holding company with investments in private and public companies. Its investment activity spans petroleum, real estate, retail, banking, aviation, and technology.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Public Equities, Real Estate
- Wealth source
- Arnold family
Sowell & Co.
Dallas, TX | Single family office
Sowell & Co. is a privately held investment company that invests its own capital in ventures. Its stated areas include oil and gas, mineral interests, and several types of real estate.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Real Estate, Direct Investments, Commodities
- Wealth source
- Not stated
Paul Family Office
Dallas, TX | Single family office | Founded 2026
Paul Family Office is a single family office based in Dallas, Texas. Its stated investment activity is venture capital.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Venture Capital, Funds
- Wealth source
- Not stated
Jorgan Development, LLC
Dallas, TX | Single family office | Founded 2022
Jorgan Development is an investment company used as a holding and trading vehicle for midstream oil assets. Its activities have included crude logistics, equipment leasing, secured lending, and investments related to Vivakor.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Credit, Direct Investments
- Wealth source
- Not stated
Genus Holdings, LLC
Dallas, TX | Single family office | Founded 2012
Genus Holdings is the Duda family’s single-family office, managing and reporting on investment portfolios across multiple entities. It allocates capital across public equities, alternative investments, real assets, real estate, and fixed income.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Venture Capital, Hedge Funds, Real Estate, Fixed Income, Funds
- Wealth source
- Duda family
Gillon Capital, LLC
Dallas, TX | Single family office
Gillon Capital is a single-family office investing across asset classes, with stated expertise in real estate, energy, financial services, and healthcare. It focuses on building businesses and managing family wealth across generations.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Hunt family; oil and gas
Slate Hill Partners, LLC
Dallas, TX | Single family office | Founded 2020
Slate Hill Partners is a Dallas-based holding company backed by a single family office. It holds a minority stake in a local registered investment adviser that provides financial planning and investment management.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Not stated
Oak Legacy Management, LLC
Dallas, TX | Single family office | Founded 2021
Oak Legacy Management is a Dallas-based private investment firm and the private investment arm of the Fenton Family Office. It invests its own capital in real estate, venture capital, and lower-middle-market opportunities.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Venture Capital, Direct Investments
- Wealth source
- Fenton family
Patterson Thoma Family Office
Dallas, TX | Single family office | Founded 1982
Patterson Thoma Family Office is a privately held family investment holding company founded in 1982. It invests in established funds and management teams.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Private Credit, Real Estate, Funds
- Wealth source
- Not stated
Vanderbilt Capital
Dallas, TX | Single family office
Vanderbilt Capital is a family office based in Guatemala with interests in food and beverage, real estate, and agriculture. Its stated activities include commercial and residential real estate as well as private equity and venture capital.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Venture Capital
- Wealth source
- Not stated
Dundon Capital Partners LLC
Dallas, TX | Single family office | Founded 2015
Dundon Capital Partners is a private family office focused on private equity and credit investments across several industries. It considers control investments in cash-flow-oriented companies and other debt, equity, and structured investments.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Private Credit, Real Estate
- Wealth source
- Dundon family; entrepreneurial business activities
Rhino Ventures LLC
Dallas, TX | Single family office | Founded 2016
Rhino Ventures is a single-family office pursuing mid- to late-stage business opportunities. Its stated activity spans infrastructure, specialty trades, construction, materials, manufacturing, technology, energy, healthcare, life sciences, and real estate.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Infrastructure, Real Estate
- Wealth source
- Not stated
A.G. Hill Partners, LLC
Dallas, TX | Single family office | Founded 2012
A.G. Hill Partners is a family office based in Dallas, Texas.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Not stated
Miramar Holdings, LP
Dallas, TX | Single family office
Miramar Holdings manages family assets that include oil, gas and ranching interests, and directs philanthropic activity. It also invests in real estate, private equity and public markets.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Public Equities
- Wealth source
- Briscoe and Carpenter families; oil, gas and ranching
Crow Family Inc.
Dallas, TX | Single family office | Founded 1992
Crow Family Inc. was formed to own and manage the capital of the Trammell Crow family. It holds interests in commercial, residential, and hospitality properties, with varying levels of property management.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Trammell Crow family
Lang Partners LLC
Dallas, TX | Single family office | Founded 2008
Lang Partners is a real estate development firm and single-family office investor. Its investments include real estate, public equity, leveraged buyouts, acquisitions, fixed income, and special situations.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Public Equities, Private Equity, Fixed Income, Direct Investments
- Wealth source
- Not stated
SGF Capital
Dallas, TX | Single family office | Founded 2004
SGF Capital is a private investment firm and single family office based in Dallas. It manages the wealth and legacy of the family of the founder of Endeavor Energy Resources.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Fixed Income
- Wealth source
- Stephens family; energy
Cimarron Capital, Inc.
Dallas, TX | Single family office | Founded 1983
Cimarron Capital is the single-family office for the Soltero family, investing in upstream oil and gas technologies and biomedical ventures. It also works with other family offices.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Venture Capital
- Wealth source
- Soltero family
Capital 54
Dallas, TX | Single family office | Founded 2017
Capital 54 invests in boutique professional services firms and provides growth capital, relationships, and management support. It is the family office of an entrepreneur.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Direct Investments
- Wealth source
- Alexander family; professional services businesses