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Boardwalk Wealth Management
Boardwalk Wealth is a private equity firm focused on building healthier communities through strategic multifamily housing investments. It delivers for...
Overview
Boardwalk Wealth is a private equity firm focused on building healthier communities through strategic multifamily housing investments. It delivers for investors by acquiring and developing communities that power tomorrow's housing needs, offering multifamily investment opportunities via data-driven operations, a culture of resident satisfaction, and capital markets sophistication. The firm is headquartered in Dallas, Texas, operates in the Midwest and Sunbelt, and services investors throughout the country.
General information
Firm type
Multi Family Office
Location
Country
USA
City
Dallas, TX
Principals
Omar Khan
CFA — Founder & Managing Partner
Miles Grade — Director of Sales & Acquisitions
Marilynn Harrison — Financial Controller
Kristin Garcia — Asset Management
Brittany Blake — Investor Relations & Transaction Coordinator
Sadiya Sarwar — Fundraising
Sean Corbett — Marketing Director
Ross Mann — Chief Technology Officer
Matt Peoples — Sales
Bill Henderson — Managing Director of Capital Formation & Investor Relations
Christian Iniguez — Capital Markets Account Executive
Sector focus
Frequently asked questions
What investment stages does Boardwalk target?
Boardwalk focuses on direct and co-investments, often in control-oriented positions. Stage focus spans private credit, real estate, and infrastructure, but specific stages (e.g., growth equity, distressed) are not specified.
What known investments has Boardwalk made?
No specific portfolio companies or deals are publicly attributed to Boardwalk Wealth Management. The firm lacks a public track record outside its regulatory filings.
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