# Apex Heritage Group

Apex Heritage Group is a Single Family Office based in Houston, United States.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** 9821 Katy Freeway #880, Houston, TX 77024, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** www.apexlp.com
- **LinkedIn:** https://www.linkedin.com/company/apex-heritage-group/

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Healthcare Services
- Industrial Tech
- Supply Chain & Logistics

## People

- Steven H. Madden Sr. — Founder and Chairman
- Todd Riedel — Business Partner
- Joe Madden — Family Member

## 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.

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- [APAC Family Office](https://altss.com/profile/apac-family-office)
- [Apolis Family Office](https://altss.com/profile/apolis-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

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