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Top Family Offices in Texas - Axial

Members (51 results)

Tamalpais Industries LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Tamalpais Industries was created to promote positive evolution through strategic investments and small business value creation. Tamalpais Industries is a private investment company with two areas of focus: (1) small businesses providing quality products and services to local communities, and (2) global technology companies with sustainable growth plans. 10+ years experience sourcing and growing quality CPG brands, with a focus on F&Bextensive knowledge of the public markets, maintaining a portfolio that has consistently outperformed common benchmarks

Fields Texas Ltd. Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Fields Texas Ltd. is the private investment firm founded by the late William Fields (former President & CEO of Walmart US Retail Stores Division). Our firm is entirely focused on investing in companies where Walmart Inc. is or has the potential to be a large customer.

Rhino Ventures LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Rhino Ventures LLC is a single family office that was confidentially formed in 2016 via the sale of Curaspan Health to Cardinal Health, approximately a $230m transaction. We are seeking mid to late-stage business opportunities in the infrastructure, specialty trades, asset-heavy construction and materials sectors as our experience and network lends well to these sectors - we believe strongly in the durability and growth prospects in these businesses over the next 30 years. Our thesis targets “always-needed” infrastructure related services and business in growth markets (mostly…

Sunstone Investments Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Sunstone Investments is a private investment firm focused on small to medium-sized acquisitions. We partner with exceptional companies seeking the next stage of growth. Post-acquisition, we work closely with our portfolio companies to drive measurable value for all stakeholders. 

Peak XV Realty Capital Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Peak XV Realty Capital was founded in 2020 as a spinout of Everest Properties, LLC by David Lesser and Jory Lesser. David most recently served as the President and CEO of Everest Properties, LLC. At Everest David invested in excess of $200,000,000 in more than 650 limited partnerships holding multiple real estate asset types. In addition to Everest’s partnership investments, David had general oversight responsibility for Everest’s multifamily, retail and self-storage portfolios. David also developed and managed Everest’s fixed income investment program which exceeded $1 Billion. Under…

Redline Capital Management, LLC Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Redline Capital Management is a single family office seeking select investment opportunities in early stage funding, venture capital, private equity, hedge funds, private lending, energy and real estate.

RC3 Advisors Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

After spending over 20 years on the buy-side investing in US public equities, I am looking to diversify my portfolio by acquiring a private company

Banzai Capital Partners Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Banzai Capital is a multi-family office investing both strategic debt and equity capital into leading operating businesses. With a broad mandate, Banzai focuses its efforts on identifying profitable steady growth businesses within the industrials, real estate, and food services sectors. Banzai offers value thought leadership and financial expertise to operators within its portfolio.

Sama Capital Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

Family Office investment firm led by experienced entrepreneurs and operators committed to unleashing the full potential of companies with exceptional DNA, serving as a catalyst for their next leap forward.Our background as founders and operators provides a unique vantage point into the real needs and challenges facing management teams. We take a collaborative approach, working with portfolio companies to identify opportunities to accelerate growth and expand margins. Our results-driven ethos empowers companies to execute strategies and achieve enduring success, creating value for all…

SGH Management Company Actively Sourcing Deals

Family Office
  • Actively Sourcing Deals
  • This member has no reported closed transactions.

SGH Strategic Investment Partners is a private investment company in Austin, Texas founded in 2019. We acquire control equity investments in established Texas-based companies in the professional services, wholesale distribution, specialized manufacturing and hospitality industries. Our founder, Sam Hanna, founded and built a substantial land surveying and engineering businesses. He sold a majority interest in the company to private equity and established our family office. Sam's lifetime of commercial experience provides our team with the unique capability to cultivate growth, develop and…

Rosewood Private Investments

Family Office
  • 20 Total Closed Deals
Rosewood Private Investments is the private equity arm of The Rosewood Corporation, a prominent family-owned company with diverse worldwide operations and investments. Rosewood is wholly owned by the Caroline Hunt Trust Estate and has grown over generations by developing and acquiring businesses that are leaders in their respective industries. Our structure and history enable us to be a unique resource and flexible investment partner. As an evergreen entity, Rosewood is continually seeking to invest capital in companies that share our commitment to entrepreneurism, integrity, and sound…
Most Recent Transactions
Investor
Jan 2016
acquired
Investor
Dec 2015
acquired
Investor
Mar 2015
acquired
Investor
Jan 2015
acquired

The Arnold Companies

Family Office
  • 7 Total Closed Deals
The Arnold Companies (TAC), is a Dallas, TX-based family investment management and services firm. Established in 1964 in Texarkana, Texas as a wholesale refinedpetroleum products distributor it has grown to lead in many different industries includingreal estate, retail, banking, aviation, technology and many varied sectors. TAC focusesinvestments on high-value companies that support their employees and communitieswhile maintaining the values of integrity, leadership, efficiency and a passion for greatservice. The almost 60-year legacy and traditions set the standards to allow innovationand…
Most Recent Transactions
Investor
May 2021
acquired
Investor
Oct 2020
acquired
Investor
Nov 2019
acquired
Investor
Aug 2018
acquired

CH Investment Partners

Family Office
  • 4 Total Closed Deals
CH Investment Partners is an investment advisor offering investment strategies across traditional and alternative asset classes to ultra-high net worth families across the country. With a focus on portfolio diversification and wealth preservation, our experienced investment specialists and advisors partner with families to deliver customized investment advice and services.
Most Recent Transactions
Investor
Oct 2010
acquired
Investor
Oct 2010
acquired
Investor
Oct 2010
acquired
Investor
Oct 2010
acquired

Preservation Holdings LLC

Family Office
  • 2 Total Closed Deals
Preservation Holdings is a group of family offices based in Dallas/Fort Worth, who are seeking to deploy committed capital through multiple control investments. We primarily invest in B2B and B2C Services companies in the Lower Middle Market, as well as other compelling opportunities. We are seeking long-term investments as part of a broader portfolio of operating companies. There is no mandate to return capital to investors. Our focus is on long-term returns and cash flow generation. We have built, bought and sold businesses. We intimately understand the frustration that comes with a sale…
Most Recent Transactions
Investor
Jul 2022
acquired
Investor
Jan 2022
acquired

Elm Fork Partners

Family Office
  • 2 Total Closed Deals
Elm Fork Partners stems from a history of entrepreneurship, corporate value creation, and successful outcomes for all parties involved. We are a Texas-based, single family office, focused on providing flexible and sustainable capital to companies, teams, and assets that are striving to create material value. We are not a private equity fund, but rather a permanent capital source focused on providing capital to high quality companies or assets that exhibit the following characteristics: High returns on invested capital (ROIC) and free cash flow generationSignificant barriers to entry and…
Most Recent Transactions
Investor
Jul 2018
invested in
Investor
Jan 2003
invested in

Rocky Point Ventures

Family Office

    This member has no reported closed transactions.

Rocky Point Ventures was founded in 2006 as a family office in Austin, Texas. In addition to investment work, RPV currently seeks to purchase operating businesses in the Texas/Southwest region. Although they will look at almost any opportunity, RPV is focused on low-tech, industrial/manufacturing businesses with a $2-20M purchase price. RPV is interested in a long term commitment with any business it buys. For more information, please contact Reg Hargrove at 512-637-3552 or via e-mail at [email protected].

TRT Holdings, Inc.

Family Office

    This member has no reported closed transactions.

TRT Holdings, Inc. (“TRT”) is the holding company and investment arm of the Rowling family, with large interests across hospitality (Omni Hotels & Resorts), energy and real estate. TRT also has a diversified portfolio of private investments spanning a number of industries including healthcare services, business services and manufacturing. Our firm offers an alternative approach to traditional private equity – with a permanent, patient capital base we have the ability to be a long term partner for founders and management teams.

Texas Atlantic Group

Family Office

    This member has no reported closed transactions.

I spent 30 years as an M&A Banker and now have a family office investing in and assisting private companies. We have made investments in fintech , tech enabled professional services, real estate and drug development. Have other family groups that would like to invest in any investment I make.

Sharif Management

Family Office

    This member has no reported closed transactions.

We are a family office with 20M capital raised following a successful exit of a previous business. We prefer to lead or coinvest in buyouts of existing ownership. We are based in Houston and are agnostic about geography but prefer to target b2b firms run by families with opportunities to shift company culture in a professional, growth-oriented direction.

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