Treaty Oak Equity is a family office - single based in Austin, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Treaty Oak is an Austin-based private investment firm with capital commitments from two Texas family offices. We partner with privately held and family owned businesses to address funding needs, ownership transitions and succession planning issues while preserving legacy, existing culture and values. Our namesake, the Treaty Oak, is located in current-day downtown Austin. It is estimated to be over 500 years old and is a local symbol of Texas history and resilience. We seek to build long-term partnerships with our management teams. Our core values include conducting our business with honesty and composure. We are creative, outcome-oriented and accountable partners. Treaty Oak is actively seeking a value-added partner to assist with organic growth, corporate professionalization and strategic acquisitions. Financial Criteria: - Revenues above $10 million - Enterprise values above $10 million - $5-$20 million of capital per investment Circumstances: - Family-owned businesses seeking a value-added partner - Owner succession or management transition - Management buyouts - Growth capital - Corporate divestiture Industries: - Business services - Construction & building materials - Consumer products - Distribution - Food & Beverage - Healthcare products & services - Manufacturing/Industrial
Investment types: Co-Investing, Direct Investing, Growth Capital, Joint Venture/Partner, Long-Term Investments, Management Buyout, Management Partnership, Mergers & Acquisitions/Buyouts
Sectors & themes: Business & Administrative Services, Health & Organic Foods, Healthcare Services, Health & Wellness Products, Legal & Tax Services, Non-Alcoholic Beverages, Retirement Planning, Industrial Machinery Manufacturing & Components, Wealth & Estate Planning, Non-Ferrous Metals Commercial & Professional Services, Professional Business Services, Retail & Wholesale/Distribution, Food & Beverage, Healthcare & Life Sciences, Healthcare, Finance, Financial Services, High-Level Sectors, Manufacturing, Wholesale & Distribution, Materials, Metals & Mining
Preferred geographies: United States
Location: 1012 Rio Grande\nAustin\nTexas\n78701\nUnited States
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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.