Check size
This page brings together three family office profiles associated with the $5M to $25M check size range. It may help founders, business owners, fund managers, and advisers identify initial research leads for opportunities at that scale. The entries include two single-family offices and one multi-family office, all located in the United States. Their listed cities are Waltham, Houston, and Dallas. Private equity appears as a focus for two offices, while the recorded interests also include institutional and endowment funds, oil and gas, petrochemicals, refining, chemical manufacturing, and power generation. Those varied labels suggest distinct profiles rather than one common mandate. A check size range is a screening signal, not a commitment. Review each office's investment structure and priorities, then verify whether the opportunity, geography, and proposed financing fit.
Coverage here is limited to three listed offices, and the team can help scope a wider search.
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.
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.
Ballentine Partners provides wealth management and family office services to families and entrepreneurs. Its services include financial planning, investment advice, and coordination among clients' advisors.
Brock Capital Group is a Houston-based single-family office and private equity investment firm. It invests in middle-market businesses across multiple industries, providing growth capital and operational and strategic support.
Copper Beech Capital is a Dallas-based single-family office that invests alongside partners in real estate, private equity, and private debt.
Coverage here is limited to three listed offices, and the team can help scope a wider search.
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.
340 events hosted since 2007, from summits to small workshops.
The range is associated with the profiles on this page and offers a starting point for screening. It does not mean every office will consider a check across the full range or invest in your opportunity. Confirm the relevant amount, structure, and mandate with each office before relying on the figure.
Tailor each message to the office's recorded interests and explain the transaction or company, requested capital, proposed structure, and use of proceeds. Include concise evidence relevant to the opportunity and ask whether it fits the office's current mandate. Verify the correct decision maker and process before sending sensitive information.
The full list adds contact data, decision makers, and check size fields to help qualify relevant offices and plan outreach. It can support a broader search if these three profiles do not match your geography, sector, or financing needs. Request access through the form on this page.
The three listed cities are Waltham, Houston, and Dallas, and all entries are in the United States. Location can help you plan research or identify potential geographic fit, but it does not establish investment territory. Confirm directly whether an office considers opportunities in your market.
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Use the form to request the full list with contact data, decision makers, and check size fields. These details can help you qualify potential offices and plan focused outreach. The request does not include introductions or promise funding or investment outcomes.
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