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Brownson, Rehmus & Foxworth Family Office
Brownson, Rehmus & Foxworth was established in 1969 by Susan Mary Shacklette and other principals. It operates as a multi-family office owned by its active...
Brownson, Rehmus & Foxworth Family Office
Brownson, Rehmus & Foxworth was established in 1969 by Susan Mary Shacklette and other principals. It operates as a multi-family office owned by its active principals and provides investment advice alongside estate and philanthropic coordination. The firm allocates across venture capital, private equity, hedge funds, private credit, real estate and distressed situations. It covers growth, seed, Series A through C stages and maintains a North American geographic focus. Investment types include fund-of-funds commitments alongside direct positions. No specific portfolio holdings appear in public records. The firm lists 4300 in assets under management per internal records. It operates from headquarters in Chicago plus offices in Tarrytown, Naples and Menlo Park. Keith Cardoza participates in the Economic Club of Chicago and CFA Society Chicago. No operational events from the last 24 months are recorded. Ownership remains with the founding principals, with Frederick O. Brownson retaining a 10 percent non-voting stake. This structure separates voting control from legacy equity while preserving principal oversight of client mandates.
General information
Firm type
Multi Family Office
Year founded
1969
Location
Region
North America
Country
United States
City
Chicago
Corporate office
227 West Monroe Street, Suite 1800, Chicago, IL 60606, United States
Additional offices
Tarrytown, NY, United States · Naples, FL, United States · Menlo Park, CA, United States
Principals
Susan Mary Shacklette
President and Principal Owner
Keith Matthew Cardoza
Chief Investment Officer and Principal Owner
Frederick O. Brownson
Founding Principal
John Michael Lafferty
Chief Compliance Officer and Principal Owner
Harold Nelson Leavell III
Corporate Secretary and Principal Owner
Sector focus
Frequently asked questions
Who runs investment decisions at Brownson, Rehmus & Foxworth Family Office?
Keith Matthew Cardoza serves as Chief Investment Officer and Principal Owner. Susan Mary Shacklette serves as President and Principal Owner. Both hold ownership stakes alongside other named principals.
Is Brownson, Rehmus & Foxworth structured as a single family office or multi-family office?
It operates as a multi-family office. The firm advises multiple affluent households rather than a single family.
Does Brownson, Rehmus & Foxworth participate in fund commitments or only direct deals?
The firm uses both fund-of-funds commitments and direct investments. Its confirmed types include private equity, hedge funds and private credit.
What investment stages does Brownson, Rehmus & Foxworth typically target?
It targets growth, seed, Series A, Series B and Series C stages. Venture capital forms one component of its strategy.
Where does Brownson, Rehmus & Foxworth maintain offices?
Headquarters are in Chicago. Additional offices operate in Tarrytown, New York; Naples, Florida; and Menlo Park, California.
Which sectors does Brownson, Rehmus & Foxworth focus on?
Confirmed focuses include healthcare services, consumer tech, enterprise software and ESG. Broader allocations span multiple asset classes.
How is Brownson, Rehmus & Foxworth related to any philanthropic vehicles?
The firm advises on philanthropy for client families. Specific foundations listed in records include the Roger J. Trinchero Family Foundation and Windhover Foundation Inc.
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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