City list
This page brings together 35 family offices listed in Houston. The group includes 24 single family offices and 11 multi family offices. Publicly recorded interests range across private equity, real estate and technology, with venture capital, hedge funds, alternative investments and energy also represented. Private equity appears most often among the listed focus labels, followed by real estate and technology. These tags can help narrow an initial review, but they do not confirm a live mandate or willingness to invest. AUM is disclosed for 10 offices. Founding dates span 1963 to 2024, and 16 offices were founded after 2010. For founders, fund managers and advisors, the list offers a local starting point for comparing office profiles and identifying which ones merit closer diligence on strategy, stage, geography and check size.
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.
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.
FOCUS Wealth Advisors provides financial guidance and services to high-net-worth individuals, families and business owners facing financial transitions.
Galapagos Partners is an employee-owned multi-family office and investment advisory firm that provides financial management services to families.
Americana Partners Family Office Group is a multi-family office practice serving individuals and families with complex wealth. It coordinates investment management, estate planning, tax strategy, risk management, lending and family office structuring.
Sequent Asset Management is a multi-family office that works with families who own, have owned or plan to own a business.
Inscription Capital is a multi-family office providing investment access, planning, reporting and wealth management services. Its platform includes global partnerships and investment opportunities across markets.
Acropolis Capital Partners is a multi-family office serving families and business owners across wealth management needs. Its services include investment advisory, financial planning, risk management, estate planning, tax management, philanthropy and family governance.
Autumn Lane Advisors is a multi-family wealth management firm providing financial consulting and portfolio oversight. It also identifies and manages private investment opportunities for qualified investors.
KDK Private Wealth Management is a multi-family office providing wealth planning and investment advice to families. Its stated investment areas include public equities, fixed income and private investments.
McNair Interests is a multi-generational family office managing direct and passive investments across public and private markets.
Calderwood Family Office provides financial support services to affluent families. Its stated services include net worth and cash flow reporting, health insurance claims support, family meetings and charitable giving.
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.
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.
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.
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.
Sallyport Investments originated as a single-family office for the Foshee family and evolved into an operationally focused private equity firm. It partners with management teams across industries and transaction types, including founder- and family-owned companies, corporate carve-outs and new ventures.
Ramsey Financial Group is a Houston-based single-family office that manages the Leo B. Womack Family Trust. It seeks to preserve wealth and invest in long-term opportunities.
Ramex is a family office based in Houston, Texas. It invests up to $10 million per transaction and may partner with other investors on larger transactions.
Spence Family Office manages the Spence family's financial investments and philanthropic activities. Its investment arm draws on experience in professional services, oilfield services, and engineering and construction.
Colton Capital Partners is a single-family office and family-owned investment company that acquires and invests in small and middle-market private companies. Its investments span industrial, healthcare, energy services, and related sectors, with deal sizes generally ranging from $500,000 to $10 million.
JSJ Investments is a Texas single-family office that invests in small and mid-cap businesses, including private placements, secondary offerings, and IPOs. Its portfolio includes public and private companies across North America, Europe, and other regions.
Stedman West Interests manages assets for the Stedman and Wesley West families, including mineral and royalty interests across multiple states. Its holdings include oil and gas interests and cattle operations.
Duncan Family Office manages wealth, investments, trusts and administrative affairs for descendants of the Duncan family. The family’s wealth is associated with energy infrastructure and its ownership interest in an energy transportation and storage business.
Finger Interests is a single-family office investing in marketable securities, real estate, and alternative investments. Its activities also include real estate development, business acquisition, and business consulting.
Edloe Ventures is a single-family office focused on healthcare and real estate. It uses institutional-style portfolio management to structure investment risk.
Across Asset Management is a single-family office with an investment portfolio anchored in commercial real estate. Its other stated areas include hospitality, manufacturing, technology, media, startups, and banking.
Seventh Capital is a private family office with holdings in commercial real estate and lower middle-market consumer businesses. It considers real estate and construction finance opportunities in the Houston metro area, as well as debt or equity investments in consumer businesses.
Wareing & Company is a single-family office investment firm that partners with established founder- and family-owned businesses. Its investment history includes a manufacturing company producing concrete products for transportation and petrochemical infrastructure.
Cathexis is a multi-strategy holding company and family office with a permanent capital base. It invests across multiple industries, including energy, real estate and food.
Bedrock Digital Investments is a family investment office focused on digital assets. Its source text describes holding Bitcoin and other digital assets for the long term.
McLeod Sears is a family office with commercial real estate development and investment activities. It also operates a foundation focused on women and girls, education, poverty alleviation, and documentary film.
Petro Lucrum is a single-family office focused on upstream oil and gas exploration and production and oilfield services in the United States. Its activities include direct sector investments and mergers and acquisitions.
Claybritt Ventures is a private family office. Its stated areas include commercial real estate, land, and due diligence.
LFO Capital is a single-family office providing investment, estate, and administrative services.
Goradia Family Office is a single family office for the Goradia family. Its stated industry interests include technology, plastics, and chemicals.
340 events hosted since 2007, from summits to small workshops.
The group consists of 24 single family offices and 11 multi family offices. This gives researchers a set of local profiles to screen before deciding whether to expand a search beyond the city.
Private equity appears in 11 listed focus labels, real estate in 9 and technology in 8. Venture capital appears in 5, while hedge funds, alternative investments and energy each appear in 4. These are profile tags, not proof of an active mandate or a commitment to review a specific proposal.
Make the relevance clear early. Describe your company or fund, its stage and geography, the capital sought, and how the opportunity connects to the office’s stated interests. Use a concise note with credible supporting information, then verify the decision maker and preferred submission process before following up.
AUM is disclosed for 10 offices. Recorded founding dates range from 1963 to 2024, and 16 offices were founded after 2010. These fields offer useful context for screening, but AUM does not reveal available allocation or check size, and a founding date does not explain an office’s present strategy.
The full list adds contact data, decision makers and check size fields, which can support more efficient diligence and outreach planning. Use those fields to evaluate fit and identify relevant contacts. A request does not include introductions and cannot guarantee an investment, response or other outcome.
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