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Fort Worth Family Office List

This page lists six family offices recorded in Fort Worth, with nine nearby offices added to broaden the geographic search. The six local entries include five single family offices and one multi family office. Real estate is the most frequently recorded focus, appearing for three offices. Private equity and alternative investments appear for two offices each, alongside interests including hedge funds, charitable foundations, oil and gas, marketable securities and venture capital. AUM is disclosed for three listed offices. Their founding dates range from 1994 to 2017, and two were founded after 2010. The city and nearby entries give founders, fund managers and advisers a starting point for regional research. Compare each office's recorded focus with your opportunity, then verify its investment mandate, geography and appetite before treating the listing as a prospective funding source.

At a glance

  • The page lists 6 Fort Worth offices and adds 9 nearby offices.
  • The local entries include 5 single family offices and 1 multi family office.
  • Real estate appears as a focus for 3 offices.
  • AUM is disclosed for 3 offices.
  • Founded dates range from 1994 to 2017.

Family office profiles (6)

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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.

Single family office (5)

Q Family Office

Fort Worth, TX | Single family office | Founded 1994

Q Family Office manages investments and business holdings across hedge funds, private investments, banking, and real estate, alongside a charitable foundation. Past holdings include businesses in aviation leasing, grocery retail, and auto parts.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Hedge Funds, Private Equity, Real Estate
Wealth source
Not stated
  • Hedge Funds
  • Private Equity
  • Real Estate
  • Alternative Investments
  • Charitable Giving

AFO Capital, Ltd.

Fort Worth, TX | Single family office | Founded 2014

AFO Capital provides investment, wealth, accounting, reporting, tax, estate, and charitable activity coordination for a family and its related entities. The office was established following the sale of the family’s business.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Family; proceeds from the sale of a business
  • Investment Management
  • Wealth Management
  • Tax Planning
  • Trust And Estate Planning
  • Charitable Activities

Penrose Group, LLC

Fort Worth, TX | Single family office | Founded 1998

Penrose Group is a single-family office that works with strategic partners and industry participants. Its stated areas include private equity, venture capital, real estate, public equities, fixed income, and food and beverage manufacturing.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Public Equities, Real Estate, Fixed Income
Wealth source
Not stated
  • Private Equity
  • Venture Capital
  • Alternative Investments
  • Public Equities
  • Real Estate
  • Food and Beverage Manufacturing

Elm Fork Partners

Fort Worth, TX | Single family office | Founded 2017

Elm Fork Partners is a Texas-based single family office that provides capital to companies, teams, and assets seeking to create value.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Supply Chain
  • Logistics
  • Digital Technology
  • Oilfield Equipment

Chambers Interests

Fort Worth, TX | Single family office | Founded 1997

Chambers Interests is a single-family office for the Chambers family.

AUM range
Not stated
Check size
Not stated
Asset classes
Commodities
Wealth source
Chambers family
  • Oil
  • Natural Gas
  • Coal
  • Metals
  • Forest Products
  • Energy

Multi-family office (1)

Tailwind Advisors, LLC

Fort Worth, TX | Multi-family office | Founded 2009

Tailwind Advisors is a multi-family office serving families with wealth management and family planning services. Its stated investment areas include direct investments in private equity, real estate, and oil and gas.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Real Estate, Direct Investments
  • Private Equity
  • Real Estate
  • Oil And Gas
  • Marketable Securities

Also nearby

More family offices from nearby areas.

Patel Family Office LLC

Frisco, TX | Single family office | Founded 1955

Patel Family Office is a privately held family office with a history in hospitality and hotel development, ownership and management. Its investments also include multifamily housing, healthcare, technology, finance, education, media and entertainment.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Real Estate, Venture Capital
Wealth source
Patel family; hospitality and hotel businesses
  • Hospitality
  • Hotels
  • Multifamily Housing
  • Healthcare
  • Technology
  • Media

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

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

Sentinel Trust Company

Houston, TX | Multi-family office | Founded 1997

Sentinel Trust Company serves high-net-worth families with trust and investment services. Its stated investment areas include fixed income, hedge funds, private equity, public equities, and real estate.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Fixed Income, Hedge Funds, Private Equity, Public Equities, Real Estate
  • Fixed Income
  • Hedge Funds
  • Private Equity
  • Public Equities
  • Real Estate
  • Philanthropy

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

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

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

Woods Family Office

Houston, TX | Single family office | Founded 1963

Woods Family Office manages the investments and wealth of the Woods family of Houston. It invests family capital and does not serve non-family clients.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Hedge Funds, Private Equity, Venture Capital, Real Estate
Wealth source
Woods family
  • Hedge Funds
  • Private Equity
  • Venture Capital
  • Real Estate

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

What does nearby added mean on this page?

The page includes six offices recorded in Fort Worth and adds nine nearby offices to widen the geographic scope. the profiles on this page do not name the nearby cities. Check each profile's location and investment geography to decide whether it belongs in your regional search.

What investment interests are most common among the Fort Worth entries?

Real estate is recorded for three offices. Private equity and alternative investments each appear for two. Other listed areas include hedge funds, charitable foundations, oil and gas, marketable securities and venture capital. These counts describe stated focus areas and do not confirm an active mandate.

Are these offices all single family offices?

No. The six Fort Worth entries are classified as five single family offices and one multi family office. This is the database's office type classification. It does not indicate whether a firm accepts unsolicited proposals or invests directly in outside businesses and funds.

How should I approach a Fort Worth office?

Make the first message specific to the office's recorded interests and explain the opportunity, amount sought, timing and your relevant experience. Since the page also includes nearby offices, confirm location and investment geography. Ask whether the opportunity fits its mandate before sending detailed or confidential materials.

What does the full list add?

The full list includes contact data, decision makers and check size fields. Those details help you identify a relevant person and evaluate whether an office may fit your funding or research needs. Request it through the form, then verify any fit directly with the office.

Request the full list

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