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American Family Legacy Group
American Family Legacy Group was founded in 2009. It serves one family through wealth preservation, succession planning and discretionary portfolio management.
American Family Legacy Group
American Family Legacy Group was founded in 2009. It serves one family through wealth preservation, succession planning and discretionary portfolio management. The firm is headquartered in Tampa with an additional office in Oklahoma City. The office deploys across private equity in early and late stages. Confirmed sector focuses include FinTech, Industrial Tech, PropTech, Data Analytics and InsurTech, alongside technology interests in AI/ML and Edge & IoT. Geographic reach covers North America and South America. Rental properties supplement the portfolio in Oklahoma and Florida. Assets under management are estimated at $38 million. The firm has maintained membership in the Greater Oklahoma City Chamber since at least May 2012. No named principals or additional vehicles appear in public materials.
General information
Firm type
Single Family Office
Year founded
2009
Location
Region
North America
Country
United States
City
Tampa
Corporate office
3030 North Rocky Point Dr West, Suite 135, Tampa, FL 33607, United States
Additional offices
Oklahoma City, OK, United States
Sector focus
Frequently asked questions
Who runs investment decisions at American Family Legacy Group?
No principals are named in the firm's website or other available sources. Investment authority therefore remains undisclosed.
Does American Family Legacy Group participate in fund commitments or only direct deals?
The firm lists private equity as its investment type. No information distinguishes between fund commitments and direct co-investments.
What investment stages does American Family Legacy Group typically target?
Early Stage and Late Stage are the confirmed stages. No further detail on minimum check sizes or holding periods is available.
Where does the underlying wealth come from?
Wealth origin is not publicly attributed to any specific family branch or operating business.
How is American Family Legacy Group related to any parent or spinout vehicle?
No parent company, foundation or adjacent vehicle is disclosed in the sources reviewed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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