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Beaird Harris
Beaird Harris was established in 1988 by CPAs Pat Beaird and Don Harris. The firm originated from their accounting practice and developed into a multi-family...
Beaird Harris
Beaird Harris was established in 1988 by CPAs Pat Beaird and Don Harris. The firm originated from their accounting practice and developed into a multi-family office serving affluent families, entrepreneurs, and healthcare professionals. The firm allocates across digital assets, insurance-linked instruments, private credit, and real estate. It covers early, growth, and late stages through direct holdings and fund vehicles. Confirmed positions include the Bitwise Bitcoin ETF and the Vanguard Global ex-U.S. Real Estate ETF. Geographic exposure spans North America, Europe, Asia, Africa, South America, and Oceania. Beaird Harris reports approximately $1.9 billion in assets under management. Pat Beaird serves on the board of Texas A&M University’s Association of Former Students and maintains membership in YPO. The firm participates in the Zero Alpha Group network of independent wealth managers. No operational events from the last 24 months appear in public records. The firm’s structure ties directly to its founders’ accounting background, which shapes its emphasis on tax-integrated portfolio construction and estate coordination rather than standalone investment mandates.
General information
Firm type
Multi Family Office
Year founded
1988
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Dallas
Corporate office
12221 Merit Drive, Suite 750, Dallas, TX 75251
Principals
Pat Beaird
Co-founder and Managing Partner
Don Harris
Co-founder and Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Beaird Harris?
Pat Beaird serves as co-founder and CEO. Don Harris serves as co-founder and principal. Investment oversight integrates with the firm’s tax and estate planning functions.
How does Beaird Harris source proprietary deal flow?
The firm draws on relationships developed through its accounting practice and membership in the Zero Alpha Group network. It also maintains ties to Texas A&M University through Pat Beaird’s prior board role.
Does Beaird Harris participate in fund commitments or only direct deals?
The firm uses both fund vehicles and direct holdings. Positions include the Bitwise Bitcoin ETF and Vanguard Global ex-U.S. Real Estate ETF.
What investment stages does Beaird Harris typically target?
The firm targets early stage, growth stage, and late stage opportunities.
Where does the underlying wealth come from?
The firm serves entrepreneurs and healthcare professionals. No single family or corporate source is publicly identified as the origin of its client base.
Does Beaird Harris maintain philanthropic structures, and how are they separated?
The firm is linked to the Beaird Family Foundation and the Carolyn W. and Charles T. Beaird Family Foundation. These entities operate separately from client wealth management activities.
What is Beaird Harris’s known posture on co-investments alongside external GPs?
The firm’s investment types include private credit and real estate, consistent with participation in co-investment or club structures, though specific co-investors are not disclosed.
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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