Here are ten family offices from our database that are based in the Southwest, along with their websites:
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HL Investments (Oklahoma City, Oklahoma)
HL Investments is the investment office of the Green family, founders of Hobby Lobby. David and Barbara Green started the business in 1970 with $600 to make picture frames in their garage, later opening a small store in Oklahoma City, and Hobby Lobby now has more than 1,000 stores in 48 states. HL Investments was established in 2014 to invest institutionally across private equity, real estate, venture capital, private credit and public equities, using fund investments, co-investments and direct transactions. -
Griffin Investments (Oklahoma City, Oklahoma)
Griffin Investments is a family-owned private investment company in Oklahoma City that seeks strategic media opportunities while building a diversified portfolio of assets for long-term growth. Its team sources, acquires and manages a portfolio of generational assets. The office's focus areas include private equity, energy and natural resources, and real estate, with sector interest in media and entertainment, mining and metals, and energy. -
Lochland Partners (Dallas, Texas)
Lochland Partners is a family office in Dallas that acquires and operates family-owned businesses in manufacturing, distribution and industrial supply. It partners with owners during transitions, offering capital along with hands-on operational leadership, continuity planning and a commitment to preserving legacy. Its approach follows a six-phase framework it calls The Lochland Way, covering evaluation through integration. Lochland also works with family offices, independent sponsors and investment groups that value careful execution and long-term partnership. -
JSJ Investments (Houston, Texas)
JSJ Investments is a family office in Texas with a 20-year history of investing in small and mid-cap companies that need capital to reach their next stage of growth. It provides seed money, bridge financing and other capital to companies in North America, Europe and elsewhere. JSJ backs companies with clear plans and experienced management, and its portfolio includes public and soon-to-be-public companies. It invests through private placements, secondary offerings and IPOs, and has experience with alternative funding structures. -
Ocho Capital (Austin, Texas)
Ocho Capital is a single family office in Austin made up of Ocho Capital LLC and Ocho Investments LLC. It keeps a small number of concentrated positions, with its top five public stocks typically accounting for more than 70% of the long portfolio and a similar level of concentration in its private holdings. A single investment decision maker allows the office to move quickly when it sees a compelling opportunity. Its focus areas are public equities and private equity. -
Anchor Investments (Southlake, Texas)
Anchor Investments is a family office in Southlake, near Fort Worth, that specializes in manufacturing and metal fabrication. It looks for manufacturing companies with a proven performance record and a growth-oriented culture, and for businesses that are willing to evolve with their customers. Anchor favors companies whose manufacturing capabilities and locations complement its existing portfolio. Private equity is its primary investment area, with a focus on manufacturing and industrial businesses. -
Stedman West Interests (Houston, Texas)
Stedman West Interests is a family investment office that manages the assets of the Stedman and Wesley West families. It oversees several related entities, including Wesley West Minerals, Wesley West Cattle, Faith Ranch, Wesley West Ranch, and a number of family partnerships and management companies. Wesley West Minerals owns mineral, royalty and land interests across multiple counties in Texas, Alabama, Mississippi and New Mexico. Its focus areas are energy and natural resources, including oil and gas and agriculture. -
Hale Holdings Group (Spicewood, Texas)
Hale Holdings Group manages a portfolio of investments for the Hale family, including public and private securities across a range of industries. The office is seeking private equity investments and will act as the sole investor or invest jointly with other private equity investors. It brings industry, financial and management experience to its investment partners. Listed sectors include business services, manufacturing, transportation and logistics, energy, technology and healthcare. -
The Albany Group (Albany, Texas)
The Albany Group is a private family investment office representing the A.V. Jones, Jr., Jean Jones and William E. Tucker families, based in Albany and Dallas, Texas, with roots going back more than 50 years. It manages long-term assets, oil and gas partnerships and direct private equity investments. The group has also seeded institutional investment managers, including Alturus Capital and Pennybacker Capital. -
Denniston Family Office (Corpus Christi, Texas)
The Denniston Family Office is a private entity that manages the investments of the Denniston family of Texas. It invests globally in hedge funds, private equity and venture funds, and it also makes direct investments in operating companies and other private opportunities, including real estate. The office holds a portfolio of early and later stage startup ventures.
How to use this list
The Southwest offices on this list are based in Texas and Oklahoma and cover lower middle market buyouts, manufacturing, media, energy and mineral interests, concentrated public equity portfolios and fund investments. Several are owned by operating families, so deals that connect to their industry background, such as manufacturing, distribution or energy, match their stated focus most closely. Check each office's website for its criteria and deal submission channel, and keep your first message centered on how your deal fits that focus.
Decision-makers at these family offices
- HL Investments: Scott Mclain (Chief Investment Officer)
- Griffin Investments: Steve Foerster (President); Christen Haller (Investment Operations Manager)
- Lochland Partners: Ian Galbraith (Managing Partner and CEO); Brad Cummings (Partner, Co-Founder)
- JSJ Investments: Matt Hirji (Chief Operating Officer); David Hirji (Managing Director)
- Ocho Capital: Dris Upitis (Founder and CEO)
- Anchor Investments: Tra Willbanks (CEO)
- Stedman West Interests: David Davas (Vice President of Land)
- Hale Holdings Group: John Hale (Principal); Bill Hale (Principal)
- The Albany Group: Don Fitzgibbons (Chief Financial Officer)
For more information and listings of active family offices: