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Apex Heritage Group
Apex Heritage Group was established in 2012 by Steven H. Madden Sr. Its capital base traces to his ownership of industrial manufacturing and oilfield equipment...
Apex Heritage Group
Apex Heritage Group was established in 2012 by Steven H. Madden Sr. Its capital base traces to his ownership of industrial manufacturing and oilfield equipment businesses including Dan-Loc Group and WeldFit Energy Group. The firm functions as a single family office headquartered in Houston. The firm targets growth-stage direct investments in industrial manufacturing and services companies. It also allocates to real estate and passive holdings. Confirmed investment types include direct co-investments and SPVs alongside private equity structures. Geographic focus remains North America with activity concentrated in the Southern United States. Sector exposure spans Healthcare Services, Industrial Tech, and Supply Chain & Logistics. No professional headcount or AUM figure appears in public materials. The firm maintains a headquarters at 9821 Katy Freeway in Houston and additional industrial facilities in Floresville and West Odessa, Texas. It participates in Tiger 21 Houston chapter, Gulf States YPO, CEO Forum, and C-Club. Philanthropic activity includes support for Big Sky Bravery and Vanderbilt University. Apex Heritage Group operates as an owner-operator holding company rather than a conventional allocator. It supplies operational guidance on strategy, talent, and capital deployment to its portfolio companies while retaining family control over governance and succession decisions.
General information
Firm type
Single Family Office
Year founded
2012
Location
Region
North America
Country
United States
City
Houston
Corporate office
9821 Katy Freeway #880, Houston, TX 77024, United States
Principals
Steven H. Madden Sr.
Founder and Chairman
Todd Riedel
Business Partner
Joe Madden
Family Member
Sector focus
Frequently asked questions
Who runs investment decisions at Apex Heritage Group?
Steven H. Madden Sr. serves as Founder and Chairman. Todd Riedel acts as business partner with operational roles at related entities.
How does Apex Heritage Group source proprietary deal flow?
The firm identifies targets through direct operational networks in industrial manufacturing and services across the Southern United States.
Does Apex Heritage Group participate in fund commitments or only direct deals?
The firm executes direct co-investments and SPVs in growth-stage industrial companies alongside selective private equity structures.
What investment stages does Apex Heritage Group typically target?
The firm focuses on growth-stage opportunities in small- to mid-sized industrial manufacturers and service providers.
Where does the underlying wealth come from?
Wealth originates from Steven H. Madden Sr.'s ownership of industrial manufacturing and energy services enterprises including Dan-Loc Group and WeldFit Energy Group.
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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