Researched by a General · 13 August 2026
Texas family offices that have allocated to private credit
The brief was: single and multi family offices with a stated allocation to private credit or direct lending, Texas, chief investment officer or head of investments.
25
companies, each with its evidence
25
contact routes found, not published here
This is the map, not the contact sheet. The named person at each company, their verified email and their phone number went to whoever commissioned the research and are deliberately not on this page. Everything below is companies and public evidence.
01**Legacy Knight** (Dallas)
AWhat they do (one line)
MFO investing family capital across PE, RE, VC and private credit funds
Size signal + basis
~$2.85B AUM, Form ADV filed 14 May 2026 (Radient/SEC)
Why it fits + evidence (source)
Invests in **private credit funds** for families (Legacy Knight news profile); "targets private equity and debt investments" (Private Equity International)
02**LCM Group** (Dallas)
AWhat they do (one line)
SFO managing alternatives incl. private credit since 1988
Size signal + basis
30+ yr track record; direct + co-invest (Praxis Rock Dallas dir.)
Why it fits + evidence (source)
Own sector list names **private credit** alongside PE, RE, hedge funds (Praxis Rock)
03**Copper Beech Capital** (Dallas)
AWhat they do (one line)
SFO investing in real estate, PE and **private debt**
Size signal + basis
4-person team, founded 2008 (Tracxn, Jul 2026)
Why it fits + evidence (source)
"Selectively invests in real estate, private equity, and **private debt**" (own site; Bloomberg)
04**Tailwind Advisors** (Fort Worth)
AWhat they do (one line)
MFO from oil-and-gas families; **private credit** in stated mix
Size signal + basis
~$1.45B AUM, 22 clients (WiserAdvisor/ADV)
Why it fits + evidence (source)
Investment types include **private credit**; TREE does debt recapitalization (Altss; LinkedIn)
05**Banzai Capital Partners** (Dallas)
AWhat they do (one line)
MFO deploying **strategic debt and equity** into operating businesses
Size signal + basis
Multi-family capital base (Axial; Praxis Rock)
Why it fits + evidence (source)
"Investing both **strategic debt** and equity capital into leading operating businesses" (Axial)
06**Ramex Inc.** (Houston)
BWhat they do (one line)
SFO (est. 1987) committing to managers across alternatives, incl. non-correlated credit strategies
Size signal + basis
Permanent capital base; decades as allocator (Praxis Rock Houston)
Why it fits + evidence (source)
Allocates to "non-correlated strategies where return drivers have structural independence from equity and **credit markets**" (Praxis Rock), explicit credit-market framing
07**Cresset Family Office (fmr CH Investment Partners)** (Dallas)
BWhat they do (one line)
Large MFO whose private-investment menu includes **private credit**
Size signal + basis
Platform manages tens of $B AUAM; CHIP was $6.2B at 2024 acquisition (Wikipedia; Praxis Rock)
Why it fits + evidence (source)
"The firm's offerings extend to private investment opportunities, encompassing private equity, real estate, and **private credit**" (InforCapital)
08**Tolleson Wealth Management** (Dallas)
BWhat they do (one line)
Privately owned MFO with in-house private bank and investment management
Size signal + basis
Named CNBC Elite Advisors 2026; est. 1997 (Praxis Rock Dallas)
Why it fits + evidence (source)
MFO investing across private markets; runs its own credit/lending function via Tolleson Private Bank (Forbes; firm site)
09**Finger Interests, Ltd.** (Houston)
CWhat they do (one line)
SFO (est. 1996) in RE, marketable securities and alternatives
Size signal + basis
Led by Managing Partner Jonathan Finger (Praxis Rock Houston)
Why it fits + evidence (source)
Invests in "real estate, marketable securities, and **alternative investments**" where it can add capital/expertise (Praxis Rock), credit inferred within alternatives
10**Jumana Capital** (Houston)
BWhat they do (one line)
Evergreen SFO that explicitly does **debt financing** among its tools
Size signal + basis
Evergreen, flexible capital base; MD Chris Martin (Praxis Rock Houston)
Why it fits + evidence (source)
Deal set includes "recapitalizations, growth capital, **debt financing**" for entrepreneur-led companies (Praxis Rock)
11**CAZ Investments** (Houston)
CWhat they do (one line)
Thematic alternatives MFO; one of the largest allocators in TX
Size signal + basis
**$10.8B** discretionary AUM, Form ADV as of 31 Dec 2025 (Praxis Rock/SEC)
Why it fits + evidence (source)
Global thematic alternatives platform; 80+ private funds (Praxis Rock). Credit exposure inferred within thematic book
12**Buffalo Bayou Holdings** (Houston)
CWhat they do (one line)
SFO (est. 2017) across minerals, RE, finance, PE, incl. private investing
Size signal + basis
5 mineral basins; CEO Charles H. Dresser IV (Praxis Rock Houston)
Why it fits + evidence (source)
Portfolio spans "finance… and **private investing**" across diversified sectors (Praxis Rock), credit inferred
13**Woods Family Investments** (Houston)
CWhat they do (one line)
SFO (roots to 1928) managing alternatives and structured products
Size signal + basis
Multi-generational; broad mandate (Praxis Rock Houston)
Why it fits + evidence (source)
Manages "**alternative investments**, equities, fixed income, currencies, commodities and **structured products**" (Praxis Rock), credit/structured inferred
14**A.G. Hill Partners** (Dallas)
CWhat they do (one line)
SFO of the Hill (H.L. Hunt descendant) family across RE, PE, securities, energy
Size signal + basis
Led by Pres/CEO Joseph O'Brien; co-invests on large deals (Praxis Rock Dallas)
Why it fits + evidence (source)
Active co-investor (participated in $1.84B PureWest acquisition); diversified book with debt exposure inferred (Praxis Rock)
15**Hersh Family Investments** (Dallas)
CWhat they do (one line)
SFO (est. 2004) across PE, VC, RE, public equities and **fixed income**
Size signal + basis
Founder Kenneth A. Hersh (co-founder of NGP) (Praxis Rock Dallas)
Why it fits + evidence (source)
Named allocations include "**fixed income**" across financial and energy sectors; energy-credit adjacency (Praxis Rock)
16**Rosewood Corporation / Rosewood Private Investments** (Dallas)
CWhat they do (one line)
Caroline Hunt family holding co.; PE arm now offers structured capital
Size signal + basis
85+ self-storage deals; RPI added structured equity Mar 2026 (Praxis Rock Dallas)
Why it fits + evidence (source)
RPI "added **structured equity** to its capital solutions offerings" Mar 2026, moving along the capital stack (Praxis Rock)
17**Sentinel Trust Company** (Houston)
CWhat they do (one line)
Independent MFO and trust company (Flowers/Fruehauf families)
Size signal + basis
**$6B+** AUM; 1997; River Oaks (Praxis Rock Houston)
Why it fits + evidence (source)
MFO with full investment management across public and private markets; private credit inferred within alternatives (Praxis Rock)
18**Sendero Wealth Management** (San Antonio)
CWhat they do (one line)
Independent MFO with family-office and investment management
Size signal + basis
**~$6.5B** total reg. AUM, Form ADV 31 Dec 2025 (Praxis Rock/SEC)
Why it fits + evidence (source)
MFO offering investment management with alternatives access; credit inferred (Praxis Rock)
19**Arlington Family Offices** (Arlington/TX)
CWhat they do (one line)
Purpose-driven MFO, 84 families, trust + investment advisory
Size signal + basis
**$16B** under stewardship (firm-reported, Praxis Rock TX)
Why it fits + evidence (source)
MFO managing UHNW capital across asset classes incl. alternatives; private credit inferred (Praxis Rock)
20**Barshop Ventures** (San Antonio)
CWhat they do (one line)
La Quinta founders' SFO across RE, securities, alternatives, PE, VC
Size signal + basis
Diversified, active portfolio management (Praxis Rock TX)
Why it fits + evidence (source)
Invests via "Equity, **Fixed Income, Alternative Investments**, Private Equity, Venture Capital, Real Estate" (Praxis Rock), fixed income/credit named
21**Petrus Asset Management (Perot Investments)** (Plano)
CWhat they do (one line)
Perot family investment office; long-term capital and PE
Size signal + basis
Hired a CIO (reported 2019); Ross Perot Jr. leads (Praxis Rock TX)
Why it fits + evidence (source)
Provides "**long-term capital** and operational support" incl. debt-style structures; credit inferred (Praxis Rock)
22**McNair Interests** (Houston)
CWhat they do (one line)
Bob McNair family office; RE-heavy, plus healthcare ventures
Size signal + basis
**$3B+** portfolio; CEO Cary McNair (Praxis Rock Houston)
Why it fits + evidence (source)
Real-estate development and "**disciplined investments**" across a diversified book; RE debt inferred (Praxis Rock)
23**Cockrell Interests** (Houston)
CWhat they do (one line)
Fifth-generation SFO; PE, RE, energy, public markets, permanent capital
Size signal + basis
Permanent family capital; decades-long holds (Praxis Rock Houston)
Why it fits + evidence (source)
Permanent-capital SFO investing directly across PE/RE/energy; credit inferred within diversified book (Praxis Rock)
24**1900 Wealth Management** (San Antonio)
CWhat they do (one line)
MFO subsidiary of Jefferson Bank; alternatives in stated mix
Size signal + basis
**$3.1B** AUM, 350+ relationships (firm-reported, Praxis Rock TX)
Why it fits + evidence (source)
Invests via "Traditional Investments, **Alternative Investments**"; bank-affiliated credit access; private credit inferred (Praxis Rock)
25**Panteles Advisors** (Denton/Argyle)
CWhat they do (one line)
Boutique MFO from single-family-office roots; private investments
Size signal + basis
Select families; founders Aaron Junk & Stephen Shannon (Praxis Rock TX)
Why it fits + evidence (source)
Invests via "**Private Investments**, Multi-Asset Management, Real Estate, Private Equity" (Praxis Rock), private credit inferred within private investments
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