Multi-Family OfficeRIA · CRD 310308

Updated:

Boardwalk Wealth Management

Boardwalk Wealth is a private equity firm focused on building healthier communities through strategic multifamily housing investments. It delivers for...

Boardwalk Wealth Management

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

Private CreditReal EstateHedge FundsInfrastructureEnergy Transition & Renewables

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.

Profile maintained by 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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Dallas, TX Multi Family Office profiles