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Americana Partners
Americana Partners was established in 2019 by Jason Fertitta together with other former Morgan Stanley private-wealth advisers. The firm operates as a...
Americana Partners
Americana Partners was established in 2019 by Jason Fertitta together with other former Morgan Stanley private-wealth advisers. The firm operates as a multi-family office serving U.S. and Latin American ultra-high-net-worth families. It supplies integrated planning, investment management and access to traditional and alternative assets. The firm allocates across private equity, direct co-investments and SPVs, fund-of-funds vehicles, commodities and philanthropic structures. Geographic reach covers North America, South America and Asia. Confirmed holdings and partnerships include positions in Bitcoin ETFs, RCG Longview real-estate vehicles and the Americana-SG Credit Fund II. Deployment occurs through both primary fund commitments and co-investments alongside external managers. The firm employs an internal team that includes a Chief Investment Officer, Chief Compliance Officer and multiple Managing Directors. Additional offices operate in Beverly Hills and St. Thomas. In September 2024 Bobby Stillwell was promoted to CFO while retaining client-facing responsibilities; Lovell Minnick Partners announced a majority-stake investment the following month. Adjacent relationships include membership on the Addepar Client Advisory Board and the Dynasty Technology Advisory Board. Ownership remains primarily with founder Jason Fertitta, with Lovell Minnick Partners now holding a controlling interest. This structure separates the core family-office mandate from the strategic investor’s growth objectives while preserving client-advisory independence.
General information
Firm type
Multi Family Office
Year founded
2019
AUM
6.1B (Altss estimate)
Location
Region
North America
Country
United States
City
Houston
Corporate office
811 Louisiana Street, Suite 2420, Houston, TX 77002, United States
Additional offices
Beverly Hills, CA, United States · St. Thomas, U.S. Virgin Islands
Principals
Jason Fertitta
CEO and Founding Partner
Bobby Stillwell
Chief Financial Officer
David M. Darst
Chief Investment Officer
Ronald E. Thacker
Managing Partner and President
Billy Busch
Managing Director and Founding Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Americana Partners?
David M. Darst serves as Chief Investment Officer. Jason Fertitta, as CEO and Founding Partner, maintains oversight of overall strategy and client relationships.
How does Americana Partners source proprietary deal flow?
The firm leverages relationships formed during the founders’ Morgan Stanley tenure and platform access through Dynasty Financial Partners. It also participates in co-investments alongside external managers such as RCG Longview.
Is Americana Partners structured as a single family office or does it operate more like a venture firm?
It functions as a multi-family office. The firm provides planning and investment services to multiple U.S. and Latin American ultra-high-net-worth families rather than managing a single-family balance sheet.
Does Americana Partners participate in fund commitments or only direct deals?
Both. The firm commits to primary funds and also executes direct co-investments and SPVs, including vehicles such as Americana-SG Credit Fund II LP.
What investment stages does Americana Partners typically target?
The firm focuses on private equity and alternative investments without a stated preference for early-stage or growth equity. Its disclosed activity centers on established managers and direct opportunities in energy transition and real estate.
Where does the underlying client wealth come from?
Client wealth originates from U.S. and Latin American ultra-high-net-worth families. No single family or industry source is publicly identified as the dominant origin.
How is Americana Partners related to Lovell Minnick Partners?
Lovell Minnick Partners acquired a majority stake in October 2024. The transaction supplies growth capital while the original founding team retains day-to-day operational control.
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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