Single Family OfficeRIA · CRD 192516SEC-RegisteredPrivate Fund Adviser

Updated:

Casoro Group

Casoro Group formed after the November 2019 merger of Casoro Capital and The PPA Group. Monte Lee-Wen founded the latter entity. The combined platform...

Casoro Group logo

Casoro Group

Casoro Group formed after the November 2019 merger of Casoro Capital and The PPA Group. Monte Lee-Wen founded the latter entity. The combined platform concentrates on multifamily properties in Texas while maintaining stated reach into Asia, Europe, and North America. The firm executes direct investments, SPVs, and value-add projects. It also participates in distressed and turnaround situations plus private credit. Confirmed activity centers on residential multifamily assets in Texas. The group reports more than a century of combined team experience and lists institutional investors, family offices, and high-net-worth individuals as capital sources. No verifiable operational events from the last 24 months appear in available records. The firm maintains its headquarters in Austin and lists no additional offices. Yuen Yung serves as a principal and holds the Certified Financial Planner designation. The 2019 merger created the current structure that combines prior capital-markets experience with real-asset execution. This hybrid allows the office to move between direct property ownership and structured credit positions without external fund vehicles.

General information

Firm type

Single Family Office

Year founded

2002

AUM

$1.5B

Location

Region

North America

Country

United States

City

Austin

Corporate office

Austin, TX, United States

Principals

Yuen Yung

Principal

Monte Lee-Wen

Founder, The PPA Group

Sector focus

Real EstatePropTech

Frequently asked questions

Who runs investment decisions at Casoro Group?

Yuen Yung serves as principal. The firm does not publish a full roster of investment committee members or CIO titles.

Does Casoro Group participate in fund commitments or only direct deals?

The firm executes direct co-investments and SPVs. It also holds positions in private credit and secondaries.

What investment stages does Casoro Group typically target?

The group targets acquisition, buyout, development, and value-add stages within multifamily real estate.

Where does the underlying wealth come from?

Wealth origin is not publicly disclosed beyond the single-family office classification.

How is Casoro Group related to The PPA Group?

The PPA Group merged with Casoro Capital in November 2019 to form the current entity.

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 Austin Single Family Office profiles