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Texas Family Offices Investing in Healthcare

This page brings together 22 Texas family offices with healthcare among their stated investment interests. The list includes 18 single-family offices and four multi-family offices. Dallas accounts for 10 offices and Houston for six, with two in Austin. Healthcare appears alongside other recorded areas, notably real estate, technology, private equity, and financial services. Venture capital, hospitality, and retail also appear in the profiles. This mix offers a starting point for founders, fund managers, and researchers assessing whether a firm's broader investment interests may intersect with a healthcare opportunity. A listed focus does not establish a clinical specialty, preferred company stage, or present capacity to invest. Review the profile details and confirm relevant criteria and decision processes before making an approach.

At a glance

  • The list contains 22 offices, all based in the United States.
  • Dallas has 10 listed offices and Houston has six.
  • There are 18 single-family offices and four multi-family offices.
  • AUM is disclosed for five offices.
  • Healthcare is listed as a focus for 12 offices, while real estate appears for 14.

Family office profiles (22)

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.

Frisco (1)

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

Houston (6)

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

Brock Capital Group, LLC

Houston, TX | Single family office | Founded 2009

Brock Capital Group is a Houston-based single-family office and private equity investment firm. It invests in middle-market businesses across multiple industries, providing growth capital and operational and strategic support.

AUM range
Under $50M
Check size
$2M to $15M
Asset classes
Private Equity, Real Estate
Wealth source
Not stated
  • Private Equity
  • Oil & Gas
  • Petrochemicals
  • Refining
  • Manufacturing
  • Infrastructure

Colton Capital Partners, LLC

Houston, TX | Single family office | Founded 2011

Colton Capital Partners is a single-family office and family-owned investment company that acquires and invests in small and middle-market private companies. Its investments span industrial, healthcare, energy services, and related sectors, with deal sizes generally ranging from $500,000 to $10 million.

AUM range
Not stated
Check size
$500,000 to $10 million
Asset classes
Private Equity, Direct Investments
Wealth source
Not stated
  • Industrial
  • Healthcare Services
  • Energy Services
  • Oil and Gas
  • Logistics
  • Technology

Edloe Ventures

Houston, TX | Single family office | Founded 2018

Edloe Ventures is a single-family office focused on healthcare and real estate. It uses institutional-style portfolio management to structure investment risk.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital, Real Estate
Wealth source
Not stated
  • Healthcare
  • Venture Capital
  • Real Estate

McNair Interests LLC

Houston, TX | Multi-family office | Founded 1994

McNair Interests is a multi-generational family office managing direct and passive investments across public and private markets.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate, Public Equities, Direct Investments
  • Private Equity
  • Commercial Real Estate
  • Biomedical Sciences
  • Residential Real Estate
  • Energy
  • Hospitality

Calderwood Family Office

Houston, TX | Multi-family office | Founded 2000

Calderwood Family Office provides financial support services to affluent families. Its stated services include net worth and cash flow reporting, health insurance claims support, family meetings and charitable giving.

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

Dallas (10)

Turtle Creek Wealth Advisors, LLC

Dallas, TX | Multi-family office | Founded 2022

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.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Public Equities, Real Estate
  • Oil and Gas
  • Healthcare
  • Ranching
  • Real Estate
  • Private Equity
  • Public Equities

2M Companies LLC

Dallas, TX | Single family office | Founded 1985

2M Companies is the family office for the Meyerson family. It sources and manages investments across multiple industries, incubates startup ventures, and supports philanthropic activities through a family foundation.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Direct Investments
Wealth source
Meyerson family
  • Energy
  • Real Estate
  • Manufacturing
  • Technology
  • Healthcare
  • Financial Services

Gupta Capital Group

Dallas, TX | Single family office | Founded 1981

Gupta Capital Group manages a diversified portfolio of operating businesses and other investments. The Gupta family's business interests include steel and metals, including products for the oil and gas industry.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Gupta family; steel and metals businesses
  • Steel
  • Metals
  • Oil And Gas
  • Operating Businesses

Leon Capital Group

Dallas, TX | Single family office | Founded 2009

Leon Capital Group is a single-family office of the Leon family. It owns and operates businesses across real estate, healthcare, and financial services.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Direct Investments
Wealth source
Leon family; real estate development
  • Real Estate
  • Healthcare
  • Financial Services

Gillon Capital, LLC

Dallas, TX | Single family office

Gillon Capital is a single-family office investing across asset classes, with stated expertise in real estate, energy, financial services, and healthcare. It focuses on building businesses and managing family wealth across generations.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
Wealth source
Hunt family; oil and gas
  • Real Estate
  • Energy
  • Financial Services
  • Healthcare
  • Business Services
  • Manufacturing and Industrial

Dundon Capital Partners LLC

Dallas, TX | Single family office | Founded 2015

Dundon Capital Partners is a private family office focused on private equity and credit investments across several industries. It considers control investments in cash-flow-oriented companies and other debt, equity, and structured investments.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Private Credit, Real Estate
Wealth source
Dundon family; entrepreneurial business activities
  • Private Equity
  • Credit Investments
  • Healthcare
  • Real Estate
  • Hospitality
  • Technology

Rhino Ventures LLC

Dallas, TX | Single family office | Founded 2016

Rhino Ventures is a single-family office pursuing mid- to late-stage business opportunities. Its stated activity spans infrastructure, specialty trades, construction, materials, manufacturing, technology, energy, healthcare, life sciences, and real estate.

AUM range
Not stated
Check size
Not stated
Asset classes
Infrastructure, Real Estate
Wealth source
Not stated
  • Infrastructure
  • Specialty Trades
  • Construction
  • Materials
  • Manufacturing
  • Technology

A.G. Hill Partners, LLC

Dallas, TX | Single family office | Founded 2012

A.G. Hill Partners is a family office based in Dallas, Texas.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
Wealth source
Not stated
  • Real Estate
  • Energy
  • Financial Services
  • Healthcare

LaGrande Global LLC

Dallas, TX | Multi-family office | Founded 2013

LaGrande Global is a multi-family office that provides investment advice and support to individuals and families navigating changes in their financial circumstances. Its stated areas include real estate, cars, racing, and healthcare.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
  • Real Estate
  • Cars
  • Racing
  • Healthcare

Gittemeier Ventures

Dallas, TX | Single family office

Gittemeier Ventures is a single family office for the Gittemeier family. It acquires profitable, privately held businesses in Texas using proprietary capital and a long-term ownership approach.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Gittemeier family
  • Business Services
  • Retail
  • Consumer Goods
  • Industrials
  • Energy
  • Technology

Southlake (1)

N5B Management, LLC

Southlake, TX | Single family office | Founded 2021

N5B Management is the family investment office of the founders of Goosehead Insurance. It invests with partners across sectors and asset classes, with an emphasis on middle-market businesses and generally non-control investments.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Direct Investments
Wealth source
Jones family; insurance
  • Financial Services
  • Healthcare
  • Media
  • Consumer Services
  • Commercial Real Estate
  • Timberland

Lubbock (1)

Masked Rider Capital, LLC

Lubbock, TX | Single family office | Founded 2012

Masked Rider Capital is a private investment firm with a diversified portfolio that includes private equity, specialty finance, real estate, and growth capital. It partners with businesses, entrepreneurs, and developers on equity and financing solutions.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Private Credit, Real Estate, Direct Investments
Wealth source
Not stated
  • Private Equity
  • Specialty Finance
  • Real Estate
  • Growth Capital
  • Oil and Gas
  • Quick-Service Restaurants

Irving (1)

TRT Holdings, Inc.

Irving, TX | Single family office | Founded 1989

TRT Holdings is a private holding company that owns a hotel chain, a behavioral healthcare business, and investments in other companies.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Direct Investments
Wealth source
Not stated
  • Hotels
  • Hospitality
  • Behavioral Healthcare

Austin (2)

TK Capital, LLC

Austin, TX | Single family office | Founded 2009

TK Capital is a single-family office for the Keller family that invests in private equity. Its strategy targets controlling interests in health-related platform companies with potential for long-term value creation.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Direct Investments
Wealth source
Keller family
  • Private Equity
  • Healthcare

Excession LLC

Austin, TX | Single family office | Founded 2016

Excession is a single-family office formed to manage a family’s investments. Its stated areas include technology sectors, renewable energy, infrastructure, and real estate.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate, Venture Capital, Infrastructure
Wealth source
Not stated
  • Electric Vehicles
  • Aerospace
  • Neurotechnology
  • Artificial Intelligence
  • Renewable Energy
  • Real Estate

Videos for this list

Video thumbnail: Life Sciences, Medical Devices, & Healthcare Investor Mandate Interview
Life Sciences, Medical Devices, & Healthcare Investor Mandate InterviewAn interview about an investor mandate focused on life sciences, medical devices, and healthcare.
Video thumbnail: Healthcare, Private Lending, & Alternatives Investor Mandate Interview
Healthcare, Private Lending, & Alternatives Investor Mandate InterviewAn interview about an investor mandate spanning healthcare, private lending, and alternative investments. It discusses the investment areas of interest.

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Questions about this list

How were offices selected for the healthcare page?

The list includes Texas family offices whose recorded investment interests include healthcare. Their profiles also identify areas such as real estate, technology, private equity, financial services, and venture capital. This provides a way to screen for possible relevance, but it does not imply a dedicated healthcare fund or an active search for investments.

Where are the listed offices located?

Dallas has 10 listed offices and Houston has six. Two are in Austin, with one each in Frisco and Southlake among the locations shown in the list.

How should a healthcare company approach a family office?

Check the office profile for healthcare and related interests, then describe your company, care area, stage, geography, and capital need in a concise, relevant note. Explain why the office appears to fit and use its preferred contact route when possible. Confirm investment criteria and timing directly before assuming an opportunity is under consideration.

Can I infer check size from the public page?

No. AUM is disclosed for five offices, but assets under management do not identify a allocation or check size. The free page shows public firm-level fields and withholds contact details. Ask an appropriate contact to confirm mandate, decision process, and investment parameters.

What is included in the full list?

The full list adds contact data, decision makers, and check size fields. Those details can help you identify a suitable person and assess whether your healthcare opportunity merits further outreach. Requesting the list provides research support and does not guarantee an introduction, investment, or outcome.

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