# Beaird Harris

Beaird Harris is a Multi Family Office based in Dallas, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** 12221 Merit Drive, Suite 750, Dallas, TX 75251
- **Founded:** 1988
- **Assets under management:** Undisclosed
- **Website:** bh-co.com
- **LinkedIn:** https://www.linkedin.com/company/beairdharris

## Regulatory record

- **CRD number:** 107238
- **SEC file number:** 801-51938
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/107238

## About

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.

## Sectors

- Healthcare Services
- Real Estate
- Private Credit

## People

- Pat Beaird — Co-founder and Managing Partner
- Don Harris — Co-founder and Principal

## 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.

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Last updated: 2026-06-28T01:52:42.738Z

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