State list
This page brings together six family offices listed in Oklahoma and nine nearby firms for a broader regional research set. Oklahoma City has three of the in-state entries; Broken Arrow, Sapulpa, and Tulsa each have one. Five listed offices are single-family and one is multi-family. Their stated interests include energy and real estate, alongside healthcare, technology, agtech, cannabis, and other areas. The range can help founders and fund managers identify profiles for further review, while investors and advisors can use the page to map potential relationships. No AUM is disclosed for the listed offices, so public profile depth and other available firm-level details are important when comparing them. Treat location and focus as screening clues, not evidence that an office is actively investing or that it will fit a particular raise. Confirm relevance and terms before starting an outreach process.
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.
Anderson Investments is a family office whose wealth originated in oil. The family invests across energy, healthcare, film and television, technology, real estate, and cannabis.
Westfall-Gooden is a single-family office managing wealth associated with an independent petroleum producer and related businesses. Its stated areas include energy, minerals, real estate, and securities.
Square Deal Capital manages investments for the McLaughlin family. Its stated investment areas include equity asset managers, income-oriented real estate, private equity acquisitions, and real estate development.
Snead & Stoffel Global Family Office invests in companies across energy, agriculture, technology, and finance. It also provides portfolio companies with strategic guidance, operational input, and technology support.
WIT Family Office is a single-family office focused on debt and equity investments in private markets.
Tao Private Wealth provides single-family office, multi-family office, wealth management, and portfolio management services.
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.
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.
1888 Investments is the investment arm of the Koch family office and manages portfolios that include third-party and affiliated funds, direct investments, and legacy holdings. Its strategies span public markets, hedge funds, private equity, real estate, cash, and short-duration fixed income.
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.
The Stephens Group is a single family office that invests the capital of the Stephens and Campbell families. It focuses on long-term ownership of businesses, including industrial products and services and specialty distribution.
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.
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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Six offices are listed in Oklahoma, and the page adds nine nearby firms. The in-state profiles include five single-family offices and one multi-family office. Nearby additions provide regional context but are not counted as Oklahoma-based offices.
Oklahoma City has three listed offices. Broken Arrow, Sapulpa, and Tulsa each have one. These counts describe the locations shown in the database and do not indicate an office's investment reach or activity.
Energy and real estate each appear for two offices. Other listed areas include healthcare, motion pictures and television, Silicon Valley tech, cannabis, agtech, and technology. A stated focus is a useful screening clue, but confirm the details in each profile.
Review the public profile and identify a specific connection between its stated focus and your opportunity. Keep the initial message concise and include the sector, stage, geography, and capital sought. Do not assume a profile means the office is actively looking to invest.
The full list includes contact data, decision makers, and check size fields beyond the public firm-level fields on this page. Request it through the form to support further research. It does not include a promise of introductions, funding, or outcomes.
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