Family office research lists built from public sources(808) 600-9260Request the full list
FamilyOfficeList

City list

Dallas Family Office List

This Dallas list includes 50 family offices, split between 30 single-family offices and 20 multi-family offices. Real estate and private equity are the most frequently recorded focus areas, followed by venture capital, healthcare, technology, hedge funds, energy, and fixed income. AUM is disclosed for 20 profiles. The range of office types and investment interests makes the page useful for founders and business owners testing potential capital fit, as well as fund managers and advisors mapping prospects. A focus label is a research clue, not confirmation of an active mandate or available capital. Before outreach, check the office's preferred investment size, stage, geography, and decision process. The table offers a structured starting point for that work, with public firm-level information that can help narrow a broader search.

At a glance

  • The list contains 50 Dallas offices, including 30 single-family offices and 20 multi-family offices.
  • Real estate is recorded as a focus for 24 offices, and private equity for 21.
  • 20 offices disclose AUM.
  • 26 offices were founded after 2010.

Family office profiles (50)

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.

Multi-family office (20)

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
  • Global 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
  • Multifamily 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
  • Oil and Gas
  • Healthcare
  • Ranching
  • Real Estate
  • Private Equity
  • Public Equities

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

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
  • Public-Market Alternatives
  • Private Equity
  • Private Credit
  • Real Estate
  • Venture Capital
  • 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
  • Public Equity
  • 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
  • Private Equity
  • Venture Capital
  • Growth Companies
  • Operating Businesses

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
  • 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
  • Industrials
  • Business Services
  • Technology
  • Control Investments
  • Leveraged Recapitalizations

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
  • Growth Stage Venture Capital
  • Real Estate Development

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
  • Liquid Investments
  • Equities
  • Fixed Income
  • Commodities
  • Alternatives
  • Illiquid Investments

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
  • Technology
  • Fire Protection
  • Agricultural Technology
  • Organic Farming
  • Ranching

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
  • Lower Middle-Market Private Equity
  • Value-Add Real Estate
  • Multifamily
  • Industrial
  • Commercial
  • Retail

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
  • Long-Only Public Equity
  • Fixed Income
  • Private Equity
  • Hedge Funds
  • Real Assets

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
  • Investment Banking
  • Private Equity
  • Hedge Fund

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
  • Real Estate
  • Cars
  • Racing
  • Healthcare

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
  • Fintech
  • Technology
  • Blockchain
  • Web3
  • Digital Assets
  • Cryptocurrency

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
  • Real Estate
  • Damaged Property
  • Private Equity
  • Opportunistic Strategies
  • Value-Added Strategies

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
  • Wealth Management
  • Investments
  • Investment Banking
  • Mergers and Acquisitions
  • Strategic Planning

Single family office (30)

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
  • Oil and Gas
  • Minerals
  • Royalties
  • Leasehold
  • Surface Assets

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

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
  • Business Investments
  • Long Term Value Creation

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

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

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
  • Energy
  • Real Estate
  • Manufacturing
  • Technology
  • Healthcare
  • Financial Services

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
  • Oil and Gas
  • Entertainment
  • Tax Services
  • Real Estate
  • Auto Loans
  • Mezzanine Loans

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
  • Real Estate
  • Private Equity
  • Private Debt

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
  • Manufacturing
  • Food And Beverage
  • Technology
  • Construction
  • Private Equity
  • Turnarounds

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
  • Steel
  • Metals
  • Oil And Gas
  • Operating 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
  • Real Estate
  • Healthcare
  • Financial Services

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
  • Supply And Logistics
  • Fuel
  • Real Estate
  • Energy
  • Aviation
  • Banking

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
  • Oil and Gas
  • Mineral Interests
  • Real Estate
  • Retail Parcels
  • Industrial Sites
  • Multifamily Properties

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
  • Venture Capital

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
  • Oil and Gas
  • Crude Logistics
  • Equipment Leasing
  • Secured Lending
  • Oilfield Services

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
  • Public Equities
  • Private Equity
  • Debt Funds
  • Venture Capital
  • Hedge Funds
  • Real Estate

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
  • Real Estate
  • Energy
  • Financial Services
  • Healthcare
  • Business Services
  • Manufacturing and Industrial

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
  • Financial Services
  • Investment Management

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
  • Real Estate
  • Venture Capital
  • Lower-Middle-Market Opportunities

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
  • Private Equity
  • Distressed Debt
  • Special Situations
  • Land
  • Real Estate

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
  • Food And Beverage
  • Commercial Real Estate
  • Residential Real Estate
  • Agriculture
  • Private Equity
  • Venture Capital

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
  • Private Equity
  • Credit Investments
  • Healthcare
  • Real Estate
  • Hospitality
  • Technology

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
  • Infrastructure
  • Specialty Trades
  • Construction
  • Materials
  • Manufacturing
  • Technology

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
  • Real Estate
  • Energy
  • Financial Services
  • Healthcare

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
  • Oil and Gas
  • Ranching
  • Real Estate
  • Private Equity
  • Public Markets

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
  • Residential Real Estate
  • Commercial Real Estate
  • Industrial
  • Hotels
  • Hospitality

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
  • Real Estate
  • Commercial Real Estate
  • Industrial
  • Multifamily
  • Office
  • Retail

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
  • Energy
  • Public Equity
  • Private Equity
  • Fixed Income

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
  • Upstream Oil and Gas Technologies
  • Biomedical Ventures

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
  • Professional Services
  • Growth Capital

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.

From our events, workshops and tools

340 events hosted since 2007, from summits to small workshops.

Family Office Club AI tools graphic
Family Office Club AI tools, built by our team for investors and deal makers.

Questions about this list

What types of offices are in the Dallas list?

The page includes 50 offices identified in Dallas: 30 single-family offices and 20 multi-family offices. It presents public firm-level profile information and summarized investment interests to help readers decide which profiles merit closer review.

Which investment areas are most common in these profiles?

Real estate appears for 24 offices and private equity for 21. Venture capital is recorded for 10, healthcare and technology for 8 each, hedge funds and energy for 6 each, and fixed income for 5. These counts reflect profile tags, not current activity or available capital.

How should I approach Dallas family offices well?

Use the profile to identify a plausible fit, then make a focused approach that explains your strategy, stage, geography, and specific capital request. Keep materials concise and relevant to the stated interests. Confirm the office's mandate, check size, and process before investing time in a detailed proposal.

What does the full list add?

The full list adds contact data, decision makers, and check size fields. Those details can help founders, fund managers, investors, and advisors prioritize research and tailor outreach. Requesting the list does not provide or guarantee introductions, funding, or outcomes.

Does disclosed AUM show how much an office will invest?

No. AUM disclosure indicates that the profile includes an AUM figure, but it does not establish available capital, allocation plans, or a check size. Treat it as one reference point and confirm investment capacity and mandate directly with the office.

Request the full list

Request the full Dallas list

Use the form to request the full list with contact data, decision makers, and check size fields. These details can support focused research across Dallas offices and help you assess potential fit before outreach. A request does not promise introductions, funding, or outcomes.

Details that help us respond:

  • Target geography (states, cities, countries)
  • Office type: single family office, multi-family office or both
  • Stated investment focus, sector or strategy
  • How you plan to use the list

Prefer the phone? Call (808) 600-9260. Other ways to reach us: Get matched or Talk to us.

The request form loads here. If it does not appear, call (808) 600-9260 or email Richard@InvestorClub.com.

We use your details to answer your request. See our privacy policy. A request does not create an introduction or a promise of funding.