Family Offices in Texas

024 Family Office is a single-family office based in Houston, Texas, established in 2019. The firm manages the financial and personal affairs of a wealthy family, with assets overseen by the executive management team. It operates as a limited partner in various investment funds.

Adi Family Office (AFO) is a single-family office established by technology entrepreneurs, based in Dallas, Texas. The firm is dedicated to investing across a diverse range of asset classes, including public and private equity, debt, real estate, and venture opportunities. Their investment philosophy centers on generating alpha returns through strategic investments in an innovative portfolio, both domestically and in emerging global hubs.Founded in 2012, Adi Family Office was established by Adil Adi and his family with a mission to improve the quality of life for humanity through their investments. The firm's venture capital portfolio includes promising research, technologies, and entrepreneurs, particularly those driving new discoveries in technology and life sciences.The firm targets technology and digital transformation across various sectors, including healthcare, financial services, and media entertainment. They also show a preference for life-science startups driven by technology and engineering, such as new drug-delivery systems. Notable areas of interest include Digital Health, Healthtech, Medtech, Security, and Software Technologies.Adi Family Office is part of the broader ADI Group, which also includes WorldLink, an IT Services leader focused on 5G, cloud, AI/ML, application development, IoT, and blockchain, and Inspired Intellect, an end-to-end service provider for data management, analytics, and application development. This affiliation highlights the firm's deep roots and expertise in technology and innovation.

Burnett Companies is a family office managing the diverse investment interests of the Burnett family, whose legacy spans over 160 years beginning with Samuel 'Burk' Burnett and the iconic Four Sixes Ranch. The portfolio includes real estate development in Texas, oil and gas via Magnolia Petroleum Company, capital investments through Choctaw Capital, and technology ventures through JetCav LLC.

Capital Technologies, LLC operates as the single family office for the Bosarge family, known as The Bosarge Family Office. The firm is responsible for the administration, management, investment, and philanthropic endeavors of the family. Its investment activities are broad, reflecting the diverse interests and expertise of its founder, Dr. W.E. “Ed” Bosarge Jr. The firm's strategic approach encompasses various sectors, leveraging Dr. Bosarge's extensive background in finance, science, and technology.The firm was established in 1983, with Dr. W.E. “Ed” Bosarge Jr. at its helm as Founder and Chief Executive Officer. Dr. Bosarge is a distinguished entrepreneur and philanthropist, recognized for his pioneering work in applying advanced mathematics to finance, medicine, and energy. His career includes significant contributions to NASA's Saturn rocket program, the development of technologies for the first human heart-lung transplant, and the founding of Quantlab Financial, a prominent high-frequency trading firm. This rich history underpins the family office's multifaceted investment philosophy.While specific portfolio companies are not extensively detailed in public records for Capital Technologies as a family office, the firm's investment focus is inferred from Dr. Bosarge's ventures. These include significant involvement in regenerative medicine through Black Beret Life Sciences, LLC, and pioneering efforts in renewable energy, such as the development of the world's first wind- and solar-powered "green" island, Over Yonder Cay. The firm's investment management activities span private equity, venture capital, and real estate, aligning with the family's diverse asset allocations.The team at Capital Technologies, led by Dr. W.E. “Ed” Bosarge Jr., brings a wealth of experience across scientific, financial, and entrepreneurial domains. Dr. Bosarge's expertise in quantitative analysis, innovative medical science, and environmental initiatives guides the firm's investment strategies. The family office structure allows for a flexible and long-term investment horizon, supporting ventures that align with the family's vision for technological advancement, medical innovation, and sustainable development.

Crestline Investors is a premier alternative investment manager specializing in providing creative capital solutions across various market and economic cycles. The firm offers a multi-strategy approach, including Capital Solutions, Direct Lending, Fund Liquidity Solutions, and Derivative Solutions. Their Capital Solutions range from senior debt to structured equity for underserved middle-market companies, real estate lending, and specialty finance programs. Direct Lending focuses on flexible senior debt for lower-middle and middle-market businesses, encompassing senior secured, unitranche, and second-lien opportunities. Crestline also provides bespoke NAV finance solutions to mature private equity funds through its Fund Liquidity Solutions.Founded in 1997 by Douglas K. Bratton, Crestline Investors, Inc. is an institutional alternative investment management firm headquartered in Fort Worth, Texas. Mr. Bratton, who serves as Founder and Executive Managing Director, has extensive experience in alternative asset strategies, including hedge fund management, credit strategies, private equity, and venture capital. The firm has grown significantly since its inception, managing substantial assets for sophisticated institutions, family offices, and high-net-worth individuals globally.Crestline Investors has a global reach, serving clients in North America, Europe, and Asia. The firm's strategies aim to deliver consistent risk-adjusted returns through diverse capital offerings, including liquid and illiquid solutions. Notable activities include providing a $74.0 million upsized position in a credit facility to Ironclad Environmental Solutions and completing a $200 million NAV loan to a diversified alternative asset manager. In a significant development, Crestline Investors was acquired by Rithm Capital Corp. on December 1, 2025, further expanding Rithm's diversified asset management platform.The firm's executive team brings decades of industry experience in alternative investment management and multi-asset capital solutions. Key team members include Douglas K. Bratton (Founder and Executive Managing Director), John Cochran (Executive Managing Director & Chief Operating Officer), Michael Guy (Executive Managing Director & Head of European Capital Solutions), and David Philipp (Executive Managing Director & Head of Fund Liquidity Solutions). Crestline's expertise spans various asset classes and geographies, enabling them to navigate multiple market cycles effectively.

The Denniston Family Office is a private investment entity that manages the wealth of the Denniston Family of Texas. The firm operates as a single-family office, strategically deploying capital across a diverse range of asset classes globally. Their investment philosophy encompasses both fund investments and direct opportunities, aiming to build a robust and diversified portfolio.The firm's investment focus is broad, including allocations to hedge funds, private equity funds, and venture funds. In addition to these fund commitments, Denniston Family Office actively pursues direct investments in operating companies and other private opportunities, notably within the real estate sector. They maintain a portfolio that includes both early and later-stage start-up ventures, indicating a flexible approach to venture capital investments.Established in 2009, the Denniston Family Office is headquartered in Corpus Christi, Texas. The firm has made numerous investments, with PitchBook reporting 38 investments. Notable portfolio companies include Curvafix (Therapeutic Devices), LumiThera (Therapeutic Devices, Devices and Supplies), and BrainCheck (Healthcare Technology Systems). Tracxn also highlights that their portfolio has seen 2 IPOs and 6 acquisitions, with key companies like LumiThera, Cognition Therapeutics, and Tenfold.While specific details about the founding story and individual team members are not publicly available, the firm's consistent investment activity across various sectors and stages demonstrates a sophisticated and active investment strategy managed by the Denniston Family. Their global investment mandate and diverse asset allocation reflect a comprehensive approach to wealth management and growth.

Dorilton Capital is a multi-strategy private investment firm established in 2009, known for its flexible and patient capital approach. The firm focuses on control investments in small to medium-sized businesses across a diverse range of industry sectors. Beyond traditional private equity, Dorilton Capital also actively pursues venture opportunities, particularly in technology companies. Their investment philosophy centers on long-term value creation through operational improvements, strategic capital allocation, and management support, rather than short-term financial engineering.Founded in 2009, Dorilton Capital was established with a vision to provide enduring capital solutions. The firm operates as a family-backed private investment firm, allowing it the unique ability to think with a long-term perspective and without a set investment horizon. This patient capital model enables portfolio companies to execute transformational strategies over extended timeframes, contrasting with the typical shorter private equity fund lifecycles.Dorilton Capital manages a diversified portfolio that spans various sectors, including sports franchises, media properties, and technology platforms. Notable investments include the acquisition of Williams Racing in August 2020, where Dorilton Capital implemented comprehensive organizational restructuring while preserving the team's heritage, leading to significant performance and revenue improvements. The firm has also led funding rounds for technology companies such as JuliaHub, an AI platform for industrial digital twins, and invested in companies like Post Acute Analytics, Blackbird, Oriole Networks, and Noble AI, demonstrating a strong focus on data-centric ventures in IT infrastructure, data science, and cybersecurity.The firm's team comprises experienced professionals in operations, reporting systems, and M&A, who work closely with existing management teams of portfolio companies. Dorilton Capital provides strategic guidance through board representation, facilitates access to capital for growth initiatives, and leverages cross-portfolio synergies. This collaborative approach aims to streamline internal processes, invest in organic growth, and pursue strategic acquisitions, supporting management's goals without imposing undue cultural change.

EFO Holdings is a single-family office established in 1994 in Dallas, Texas, primarily managing the assets of the Esping family. The firm operates as a diversified investor with expertise spanning a wide array of asset classes, including private equity, public equity, hedge funds, real estate, fixed income, and alternative investments. They also specialize in fund-of-funds investments, demonstrating a comprehensive approach to wealth management and capital deployment.The firm's investment strategy focuses on both early-stage and mature companies, engaging in seed to late-stage venture investments. EFO Holdings employs various strategies such as buyouts, turnarounds, and fund-of-funds, typically committing capital in gradual, successive rounds. Their primary investment interests lie in sectors including business services, technology, energy, real estate, healthcare, financial services, and biotechnology, among others.Key individuals associated with EFO Holdings include William P. Esping, who serves as a Managing Partner and is also identified as a founder. Other team members listed in various capacities include Ballard Castleman, David Goduti, Robert Grammen, Brad Johl, Payne Lancaster, Charles N Rolfe, and Robert O Rolfe. These individuals contribute to the firm's investment and management activities, leveraging their collective experience across diverse industries and financial instruments.It is important to note that on December 19, 2012, EFO Holdings filed a voluntary petition for liquidation under Chapter 7 in the U.S. Bankruptcy Court for the Northern District of Texas. Despite this historical event, the firm continues to be referenced in various investment databases as an active entity, suggesting a potential restructuring, continuation of family office operations under a similar umbrella, or a focus on specific investment vehicles post-liquidation.

Hersh Family Investments (HFI) is a Dallas, Texas-based single-family office that actively invests across various markets and geographies. The firm focuses on opportunities with substantial value creation potential, prioritizing outstanding management teams, sustainable growth, and enduring competitive advantages. As a family office, HFI offers a non-bureaucratic infrastructure, flexible decision-making, and long-term investment horizons, often expediting transactions without external financing.Founded in 2004 by Kenneth A. Hersh, HFI manages the family's capital. Kenneth Hersh, the Chairman, has a distinguished background as the co-founder and former CEO of NGP Energy Capital Management, where he managed over $16 billion in capital. HFI's investment approach includes partnering with management teams in growth-focused businesses, utilizing buy-and-build strategies, and providing growth, special situations, and formation capital.HFI's portfolio includes a diverse range of initiatives and partnerships such as HFI Celina Realty, Endurance Lift Holdings, The Capital Design District, Havencrest Healthcare Partners, Veteran Ventures Capital, Sycamore Tree Capital Partners, Grafine Partners, Saxum Energy Partners, Building Industry Partners, Catalyst Education, Blue Drake Capital, and Ten Nine Technologies. The firm has deployed over $800 million in private capital.The leadership team at HFI brings extensive experience in public and private markets. Key members include Kenneth A. Hersh (Chairman), Randy Chappel (Managing Director), Phillip Thompson (Managing Director – Real Estate), Daniel Hersh (Vice President), and Andrew Frohman (Vice President). Daniel Hersh, for instance, focuses on real estate investments and has prior experience in real estate investment banking and family investment offices.

Rhino Ventures LLC is a single family office based in Dallas, Texas, formed in 2016 following the sale of Curaspan Health to Cardinal Health in an approximately $230 million transaction. The firm seeks mid to late-stage business opportunities in infrastructure, specialty trades, asset-heavy construction and materials sectors, targeting always-needed infrastructure-related services and businesses in growth markets, primarily in Texas.

Sallyport is an operationally focused private equity firm based in Houston, Texas, that partners with management teams to grow and build high-performing businesses. The firm primarily focuses on the lower to middle market, aiming to create enduring value for investors, companies, and communities. Sallyport's investment strategy emphasizes strong relationships, deep research, internal expertise, and market trends to identify new opportunities. They act as a value-add partner, working closely with management teams to foster growth and long-term value.The firm was founded in 2012, initially operating for over a decade as a single-family office, executing direct investments on behalf of the Foshee family. This period allowed the team to develop a robust network and investment process that generated top-decile returns, with a significant portion of deals originating from proprietary relationships. In 2023, desiring to apply this successful strategy on a larger scale, the team established Sallyport Partners Fund, which closed its inaugural fund at $160 million in capital commitments, exceeding its initial target.Sallyport invests across a range of industries, transaction types, and ownership structures, targeting businesses with strong management teams, a proven history of success, and opportunities for the firm to add value. Their industry focus includes specialty finance, infrastructure services, energy/transition, logistics, manufacturing, financial services, staffing, and technology sectors. Notable portfolio companies include Validere, EnGoPlanet Energy Solutions, Sallyport Commercial Finance, and VRGL.The Sallyport team brings extensive experience to their investments, including c-suite and board roles at Fortune 500 companies, positions at industry-leading private equity firms, and experience founding and scaling successful businesses. Key team members include Co-Founder and Chairman Doug Foshee, and Co-Founder and Managing Partner Kyle Bethancourt. Doug Foshee previously served as Chairman, CEO, and President of El Paso Corporation, leading it through a significant merger with Kinder Morgan. Kyle Bethancourt's background includes roles at The Blackstone Group and D. E. Shaw & Co.

Smith Family Office is a single-family office based in Fort Worth, Texas, founded in 2008 by Flavious Smith. The firm takes a multi-generational investment approach focused on energy, real estate, and aerospace and defense sectors, though not limited by charter to specific industries.