State list
No family offices are listed within New Mexico in this database view. To make the page useful for regional research, it includes 15 nearby firms instead. Those additions can give founders, fund managers, investors, and advisors a starting point for mapping family office activity around the state, but they are not New Mexico based entries. The page therefore does not provide a local breakdown by office type, city, investment focus, or disclosed assets. Use the nearby profiles to identify firms whose geography and public information merit further review, then verify fit before making contact. Geographic proximity alone says little about an office’s mandate or interest in a particular opportunity. If you need a more specific search, define the target region and investment criteria, then request help scoping coverage beyond this page.
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.
More family offices from nearby areas.
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.
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.
Belpointe operates as a multi-family office, making private investments and providing wealth management, legal, and real estate services.
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.
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.
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.
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.
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.
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.
Fortitude Family Office is a privately owned multi-family office serving individuals, business owners, institutions, and families. Its services include wealth management, investment advice, tax, accounting, philanthropy, and business operations.
AMG National Trust Bank provides family office services through a team-based approach tailored to family goals and financial circumstances. Its services include wealth management, tax planning, and wealth transfer.
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.
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.
Tolleson Private Wealth Management began as a private office managing one family’s assets and now serves other families. Its services include private wealth management, trusteeship and private banking.
Turtle Creek Wealth Advisors is a multi-family office founded by families. It provides investment advisory, family office, tax, and estate planning services, with investment interests that include energy, healthcare, ranching, real estate, and equities.
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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No offices are listed in New Mexico on this page. The 15 entries are nearby additions intended to support regional research. Check each firm’s profile for its location before including it in a New Mexico focused prospect set, since proximity does not mean the firm is based in or invests in the state.
There are no in-state listings to show, so nearby firms provide a broader starting point for research. This can be useful when your search can extend beyond state borders, though the page does not establish that these offices have a New Mexico mandate. Use profile details and your own criteria to decide which entries warrant follow-up.
The page shows that no in-state offices are listed and that 15 nearby firms have been added. It does not provide New Mexico counts by office structure, city, focus, AUM disclosure, or founding range. The nearby profiles may still offer firm-level information to help you begin a wider regional search.
First confirm the office’s location and review its public profile and stated interests. Explain why your opportunity fits those details, and keep the initial message brief and specific. Do not treat geographic proximity as evidence of investment appetite. Ask whether the opportunity is relevant and follow any available submission guidance.
Requesting the full list through the form adds contact data, decision makers, and check size fields for research and outreach planning. That information may help you assess the nearby firms and scope a wider search. The list does not provide introductions or guarantee funding, responses, or other outcomes.
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