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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.
Robertson Capital
Lafayette, LA | Single family office | Founded 2017
Robertson Capital is a single family office and holding company with operating companies in the energy and industrial sectors. Its investments include energy, industrial services, healthcare and real estate.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Not stated
Family Office Partners LLC
Lafayette, LA | Multi-family office | Founded 2025
Family Office Partners is a multi-family office that provides families with family office services through a partnership with an integrated wealth platform. Its described capabilities include custody, reporting, and personalized support for multigenerational wealth.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Lanclos Limited, LLC
Covington, LA | Single family office | Founded 2020
Lanclos Limited is a private family office investing in people. Its stated investment areas include angel investments, real estate, art, and equity capital.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Not stated
Paradiem, LLC
Covington, LA | Multi-family office | Founded 2007
Paradiem is a multi-family office providing financial, tax, and estate planning, investment, insurance, charitable giving, and family communication services.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
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
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
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
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
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