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Family Office - Multi • Houston, United States

Apex Heritage Group

Apex Heritage Group is a family office - multi based in Houston, United States, founded in 2014. Verified contact details, AUM data, and investment preferences on FindLPs.

2014
Year Founded
Family Office - Multi
Investor Type
Houston, United States
Headquarters
About

Apex Heritage Group

Apex Heritage Group is a multi-family office based in Houston, Texas. Established in 2014, the firm invests in small-to-mid-sized companies located in the Southern US region. The firm focuses on identifying and growing entrepreneurial industrial manufacturing and services companies. The assets of the firm are managed by the executive management team.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.