DRA Family Office

DRA Family Office is a single family office based in San Diego, California, established in 2019. The firm operates as a private investments entity, focusing on a diverse range of opportunities across various stages and sectors. Its investment mandate includes both lower middle market private equity and early-stage companies, spanning real estate, operating businesses, and equity venture opportunities. DRA Family Office is particularly committed to fostering growth and building sustainable value by partnering with dynamic management teams, leveraging over two decades of operational experience in scaling organizations.

The firm actively seeks investment opportunities in growth-oriented operating businesses with at least four years of history and EBITDA between $2 million and $6 million, targeting acquisitions up to $25 million. For venture capital, DRA Family Office targets Seed and Series A stage opportunities, often serving as the first institutional capital with investments ranging from $250,000 to $5 million. A notable aspect of their strategy is a dedicated focus on supporting women business owners, exemplified by the creation of DRA Investment Fund I, a $10 million fund aimed at providing capital to female-led enterprises across various sectors.

DRA Family Office's portfolio and investment interests are broad, encompassing technology services, financial services, gaming & hospitality, and various real estate assets such as commercial properties, retail stores, gas stations, car washes, storage facilities, assistant living facilities, and student housing. The firm also looks for opportunities in land development and urban apartments. Specific portfolio companies include Vertical Harvest, an agricultural technology company, and Private Equity Weekly, an online financial publication. The firm's investment criteria emphasize U.S.-based acquisitions, recurring revenue, annual revenue growth, and a preference for non-capital-intensive companies with strong management teams.

The leadership team at DRA Family Office has seen transitions, with Rose W. Vitale, the founder and former Managing Partner, stepping down in March 2026 to dedicate more time to philanthropic initiatives focused on empowering women entrepreneurs. Jon Taber serves as a Managing Partner, and Neil Crabtree acts as an Advisor to the firm. Their collective expertise underpins the firm's disciplined investment approach, which centers on long-term value creation and strategic partnerships, guiding entrepreneurs from early-stage growth to institutional capital.