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Louisiana Family Office List

This Louisiana page lists nine offices associated with the state and adds six nearby offices for regional context. The state entries include five single-family offices and four multifamily offices. Lafayette and Covington each account for two offices; other listed cities include Thibodaux, Ruston and Monroe. Real estate and venture capital are the most frequent recorded interests, appearing three times each, followed by private equity, which appears twice. Other focus areas include energy, commercial and industrial sectors, health care and direct lending. These fields can help founders, fund managers and advisers develop a shortlist for research, but stated interests should be checked against an office's actual mandate and the opportunity at hand. The nearby additions broaden the geographic scope beyond Louisiana. The free page shows public firm-level information, while the full list provides contact data, decision makers and check size fields for more informed outreach planning.

At a glance

  • The page includes 9 Louisiana offices and 6 nearby additions.
  • The Louisiana entries include 5 single-family offices and 4 multifamily offices.
  • Lafayette and Covington each have 2 listed offices.
  • Real estate and venture capital each appear as a focus for 3 offices.
  • One office has disclosed AUM.

Family office profiles (9)

Coverage among Louisiana-based offices 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.

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.

Lafayette (2)

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
  • Energy
  • Industrial Services
  • Healthcare
  • Real Estate

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
  • Family Office Services
  • Wealth Management
  • Custody
  • Reporting

Thibodaux (1)

Callais Capital Management, LLC

Thibodaux, LA | Single family office | Founded 2014

Callais Capital Management began as a family office managing the Callais family's legacy investments. It invests in venture capital and supports businesses and economic development in the Third Coast and Mississippi River Valley regions.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Private Credit, Private Equity
Wealth source
Callais family
  • Real Estate
  • Venture Capital
  • Direct Lending
  • Financial Technology
  • Software
  • Renewable Energy

Ruston (1)

Argent Family Wealth Services

Ruston, LA | Multi-family office | Founded 1990

Argent Family Wealth Services is a multi-family office providing wealth counseling to families. Its services include investment management, estate and financial planning, and retirement planning.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Funds
  • Trusts
  • Charitable Giving
  • Estate Planning
  • Investment Management
  • Oil And Gas
  • Retirement Planning

Monroe (1)

Yarbrough Capital, LLC

Monroe, LA | Single family office | Founded 2014

Yarbrough Capital is a single-family office that manages assets associated with the founder of Video Gaming Technologies.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital
Wealth source
Yarbrough family; video gaming technology
  • Private Equity
  • Venture Capital
  • Video Gaming Technology

New Orleans (1)

Stokes Family Office, LLC

New Orleans, LA | Multi-family office | Founded 1987

Stokes Family Office is a multi-family office providing wealth management services to families and institutions. Its assets are managed by an executive management team.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated

Covington (2)

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
  • Angel Investments
  • Real Estate
  • Art
  • Equity Capital

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

Baton Rouge (1)

Bollinger Enterprises LLC

Baton Rouge, LA | Single family office

Bollinger Enterprises is a single-family investment office for the Bollinger family.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Bollinger family

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

Videos for this list

Video thumbnail: How to Start a Family Office Mini-Series | EP 1 of 14
How to Start a Family Office Mini-Series | EP 1 of 14Introduces a mini-series about starting a family office, with this first episode outlining the topic and the steps the series will cover.
Video thumbnail: What is a Family Office & Why Have 10,000 Ultra-Wealthy Families Decided to Have One? | EP 2
What is a Family Office & Why Have 10,000 Ultra-Wealthy Families Decided to Have One? | EP 2Explains what a family office is and explores why wealthy families choose to have one.

Coverage among Louisiana-based offices 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

How many Louisiana offices are included?

Nine offices are associated with Louisiana on this page, and six nearby offices are added for regional context. The Louisiana entries include five single-family offices and four multifamily offices. The nearby additions broaden coverage but are not counted as Louisiana-based.

Which cities have the most listed offices?

Lafayette and Covington each account for two offices. Thibodaux, Ruston and Monroe are also represented. These are the city counts recorded for the Louisiana entries and should be read as office locations, not limits on investment geography.

What investment interests are recorded most often?

Real estate and venture capital each appear as a focus for three offices, while private equity appears twice. Other recorded interests include energy, commercial and industrial sectors, health care and direct lending. Verify the office's mandate and fit before treating a focus label as an active investment priority.

How should I approach a Louisiana family office?

Tie your first message to a specific recorded interest and explain your business, fund or opportunity in straightforward terms. State what you are seeking and why it may fit, then keep the supporting detail focused. Confirm the right contact path before sharing sensitive information or lengthy materials.

What does the full list add?

The full list adds contact data, decision makers and check size fields to the public firm-level information shown here. Those fields can help you plan more targeted research across Louisiana and nearby offices. They do not indicate that a family office is actively investing or guarantee a response.

Request the full list

Request the full Louisiana family office list

Use the form to request the full list with contact data, decision makers and check size fields. These details can help you assess potential fit across Louisiana and nearby offices, then prepare outreach that reflects the opportunity and the office's recorded interests.

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