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.
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
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
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
Hersh Family Investments
Dallas, TX | Single family office | Founded 1997
Hersh Family Investments manages capital for the Hersh family and supports its financial, civic, and philanthropic interests. It invests in businesses with established management teams and potential for long term value creation.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Funds, Direct Investments
- Wealth source
- Hersh family
Mt. Vernon Investments, LP
Dallas, TX | Single family office | Founded 2002
Mt. Vernon Investments is a single family office for the Troutt family, whose wealth is associated with the founding of Excel Communications. It manages investments across public equities, private equity, venture capital and real estate.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Public Equities, Real Estate
- Wealth source
- Troutt family; proceeds from founding Excel Communications
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
Western Alternative Strategies
Dallas, TX | Multi-family office | Founded 2011
Western Alternative Strategies is an alternative investment platform established within a multi-family office for wealth managers, family offices, and high-net-worth clients. It builds diversified portfolios using private and public market strategies.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Private Credit, Real Estate, Venture Capital, Public Equities, Hedge Funds
Deason Capital Services, LLC
Dallas, TX | Single family office | Founded 2009
Deason Capital Services manages family assets that include public company shares, municipal bonds, operating company holdings, and investments across multiple funds and asset types.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Private Equity, Private Credit, Real Estate, Funds
- Wealth source
- Deason family
Lexington Hill Partners
Dallas, TX | Multi-family office | Founded 2019
Lexington Hill Partners is a multi-family office that provides private wealth management and financial planning services. Its engagements include oversight of public and private equity, liability management, cash flow and liquidity forecasting, estate planning, and risk management.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity
JF2 Capital Partners
Dallas, TX | Multi-family office | Founded 2017
JF2 Capital Partners is a family office backed investment firm that invests in lower middle market private equity and early-stage companies across industries. It considers growth-stage businesses and established operating companies.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
Odoomber Tree Capital
Dallas, TX | Multi-family office | Founded 2016
Odoomber Tree Capital is a family office whose client families invest together in shared themes and purposes. Its stated investment areas include private equity and real estate.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate
Copper Beech Capital, LLC
Dallas, TX | Single family office
Copper Beech Capital is a Dallas-based single-family office that invests alongside partners in real estate, private equity, and private debt.
- AUM range
- Under $50M
- Check size
- $2M to $20M
- Asset classes
- Real Estate, Private Equity, Private Credit
- Wealth source
- Not stated
LampoVentures, LLC
Dallas, TX | Single family office | Founded 2010
LampoVentures is a Dallas-based family office focused on turnarounds and restructurings.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity
- Wealth source
- Not stated
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
Strait Lane Capital Partners, LLC
Dallas, TX | Multi-family office | Founded 2009
Strait Lane Capital Partners is a family-owned private investment firm and the investment arm of two family offices. It focuses on private equity-style investments, including control investments and leveraged recapitalizations in industrial, business services and technology companies.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Direct Investments
The Arnold Companies
Dallas, TX | Single family office | Founded 1964
The Arnold Companies is a family office and holding company with investments in private and public companies. Its investment activity spans petroleum, real estate, retail, banking, aviation, and technology.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Public Equities, Real Estate
- Wealth source
- Arnold family
Sowell & Co.
Dallas, TX | Single family office
Sowell & Co. is a privately held investment company that invests its own capital in ventures. Its stated areas include oil and gas, mineral interests, and several types of real estate.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Real Estate, Direct Investments, Commodities
- Wealth source
- Not stated
Genus Holdings, LLC
Dallas, TX | Single family office | Founded 2012
Genus Holdings is the Duda family’s single-family office, managing and reporting on investment portfolios across multiple entities. It allocates capital across public equities, alternative investments, real assets, real estate, and fixed income.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Venture Capital, Hedge Funds, Real Estate, Fixed Income, Funds
- Wealth source
- Duda family
Slate Hill Partners, LLC
Dallas, TX | Single family office | Founded 2020
Slate Hill Partners is a Dallas-based holding company backed by a single family office. It holds a minority stake in a local registered investment adviser that provides financial planning and investment management.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Not stated
Patterson Thoma Family Office
Dallas, TX | Single family office | Founded 1982
Patterson Thoma Family Office is a privately held family investment holding company founded in 1982. It invests in established funds and management teams.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Private Credit, Real Estate, Funds
- Wealth source
- Not stated
Consultas LLC
Dallas, TX | Multi-family office | Founded 2018
Consultas is a multi family office providing financial and investment management services. Its stated investment areas include liquid and illiquid investments, real estate, commodities, and alternative investments.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Commodities, Private Equity, Hedge Funds, Real Estate
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
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
Woods Family Office
Houston, TX | Single family office | Founded 1963
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.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Hedge Funds, Private Equity, Venture Capital, Real Estate
- Wealth source
- Woods family
Trek One Capital, LLC
Houston, TX | Single family office | Founded 2023
Trek One Capital is a family office backed investment firm focused on acquisitions and strategic investments in lower and middle market businesses. It works with operators and capital partners across operating businesses, real assets, natural resource development, consumer brands, and environmental infrastructure.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Infrastructure, Direct Investments
- Wealth source
- Not stated
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
Americana Partners Family Office Group
Houston, TX | Multi-family office
Americana Partners Family Office Group is a multi-family office practice serving individuals and families with complex wealth. It coordinates investment management, estate planning, tax strategy, risk management, lending and family office structuring.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Private Credit, Private Equity, Real Estate
Sallyport Investments LLC
Houston, TX | Single family office | Founded 2012
Sallyport Investments originated as a single-family office for the Foshee family and evolved into an operationally focused private equity firm. It partners with management teams across industries and transaction types, including founder- and family-owned companies, corporate carve-outs and new ventures.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Direct Investments
- Wealth source
- Foshee family
Spence Family Office LLC
Houston, TX | Single family office | Founded 2020
Spence Family Office manages the Spence family's financial investments and philanthropic activities. Its investment arm draws on experience in professional services, oilfield services, and engineering and construction.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Spence family; professional services, oilfield services, and engineering and construction
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
JSJ Investments Inc.
Houston, TX | Single family office | Founded 2004
JSJ Investments is a Texas single-family office that invests in small and mid-cap businesses, including private placements, secondary offerings, and IPOs. Its portfolio includes public and private companies across North America, Europe, and other regions.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Direct Investments
- Wealth source
- Not stated
Duncan Family Office
Houston, TX | Single family office
Duncan Family Office manages wealth, investments, trusts and administrative affairs for descendants of the Duncan family. The family’s wealth is associated with energy infrastructure and its ownership interest in an energy transportation and storage business.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Infrastructure
- Wealth source
- Duncan family; energy infrastructure
Autumn Lane Advisors, LLC
Houston, TX | Multi-family office | Founded 2014
Autumn Lane Advisors is a multi-family wealth management firm providing financial consulting and portfolio oversight. It also identifies and manages private investment opportunities for qualified investors.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Hedge Funds, Private Equity
Bull Creek Capital
Austin, TX | Single family office | Founded 2018
Bull Creek Capital is a single-family office and evergreen venture investment vehicle that invests principal capital in early-stage companies. It partners with companies seeking growth capital and provides advisory resources.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Venture Capital
- Wealth source
- Not stated
LBJ Family Wealth Advisors, Ltd
Austin, TX | Multi-family office | Founded 2006
LBJ Family Wealth Advisors is a multi-family office that manages investments for the heirs of the Johnson family and other families. Its investment areas include marketable securities, energy, timber, real estate, and private equity.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Direct Investments
Green Source Holdings LLC
Austin, TX | Multi-family office | Founded 2007
Green Source Holdings is a multifamily office investment vehicle focused on identifying and developing businesses using disruptive and transformational technologies.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
Davenforth
Austin, TX | Multi-family office | Founded 2012
Davenforth is a multi-family office and shared investment vehicle for two founding families. It invests in and acquires operating businesses, with a focus on cloud communications, through minority and majority equity investments.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Direct Investments
SGH Strategic Investment Partners
Austin, TX | Single family office | Founded 2019
SGH Strategic Investment Partners is a private family office that invests in lower middle market companies. It provides capital and strategic support to privately held businesses.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Direct Investments
- Wealth source
- Not stated