State list
This page covers family offices identified in Mississippi, with nearby offices added to widen the search for relevant capital and investment partners. The three listed firms include one single-family office and two multi-family offices, located in Hattiesburg, Ridgeland and Tupelo. Private equity appears across all three profiles. Other disclosed interests include hospitality, nationwide hotel operations, resource-based industries, energy, financial services, equipment distribution and business services. No assets under management are disclosed in the listed profiles, so the data does not support comparisons by reported AUM. Founding dates range from 2011 to 2018, with two offices founded after 2010. Founders, business owners, fund managers and research teams can use these profile fields to identify potential fit, then assess each office’s mandate and investment criteria through further diligence. The nearby additions may be useful when a Mississippi-only search returns too few relevant firms.
Coverage here is limited, 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.
The Payne Companies provides family office and investment management services to family enterprises and entrepreneurial ventures. Its investments include private equity, healthcare businesses, hotels, office properties, timber, and cattle.
Twain Capital is a family office and investment sponsor focused on operating companies in sectors where it has relevant knowledge and experience. It provides patient capital to cash flow generating businesses.
Addicus Advisory is a multi-family office serving closely held business owners with services related to family wealth. Its work includes helping clients manage and build wealth through financial, tax and business support.
More family offices from nearby areas.
Arlington Family Offices is a multi-client family office serving families in the United States and Europe. It provides guidance on wealth planning and intergenerational wealth management, and its stated investment approach uses fund-of-funds strategies.
Warren Averett Family Office manages investment portfolios and supports estate planning, real estate, staffing, and other family provisions.
OneAscent Family Office serves multiple families with coordinated planning, investing, and giving services. It oversees public and private market investments and supports families with financial planning and charitable giving.
Green Square Wealth Management is a multi-family office serving families, institutions, and endowments. It provides investment solutions to institutions including endowments, foundations, charities, and retirement plans.
Machen McChesney provides family office services to individuals in Alabama and surrounding states.
Tranquility Partners is a multi-family office and asset management firm that provides advice, support services, and oversight of family resources and assets. Its services are intended to support families' financial plans across generations.
Sentry is a multi-family office that provides family office services to a select group of families. Its stated services include customized investment consultation and management for individuals, trusts, estates, charitable organizations and qualified plans.
Lead Capital Partners is a multi-family office investment firm formed by its managing partners and a group of families seeking investments in privately owned companies. It works with investing families and draws on business operating experience.
The Lupton Company provides investment, management, legal, and other services to the Lupton family. It invests in private equity and venture capital managers.
Bodnar Investment Group is a single-family office with diversified holdings across several industries. It pursues lower middle-market acquisitions, with a control-oriented approach in services, technology, distribution and manufacturing.
Martin Ventures is a single-family office investing its own capital in healthcare and technology-enabled businesses. Its stated areas include digital health, healthcare services, value-based care, artificial intelligence and data science.
RBM Venture Company is a single-family office serving a high-net-worth family based in Memphis, Tennessee.
Coverage here is limited, 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.
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The page lists three family offices identified in Mississippi and includes twelve nearby offices as additional search coverage. The listed firms comprise one single-family office and two multi-family offices. The nearby entries can help widen an initial search when a strict state boundary leaves few profiles to assess.
Private equity appears in all three listed profiles. Other recorded interests include hospitality, nationwide hotel operations, resource-based industries, energy, financial services, equipment distribution and business services. These are profile-level indicators, not a guarantee that an office is actively seeking opportunities in each area.
Start with a concise explanation of your business or fund, the capital sought, intended use, and why the opportunity fits the office’s stated interests. Check the firm’s mandate and investment stage before reaching out. The free page withholds contact details, so use the full list to identify decision makers and relevant contact information.
No AUM figures are disclosed for the three Mississippi profiles. The list therefore cannot support comparisons based on reported assets. Other public firm-level details, including structure, location and stated investment interests, can help you decide which profiles merit further research.
The full list adds contact data, decision makers and check size fields to the public firm-level information shown here. Those details can help founders, fund managers and advisors assess whom to contact and whether a potential investment range may fit. They do not imply an introduction or investment outcome.
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