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Citrus Ventures
Citrus Group Global, the underlying professional services firm, traces its roots back over 100 years.
Citrus Ventures
Citrus Group Global, the underlying professional services firm, traces its roots back over 100 years. The family office investment arm, operating as Citrus Ventures, leverages expertise from its audit, advisory, insurance, and financial services divisions to inform capital allocation. The investment strategy spans multiple asset classes, including private equity, real estate, and insurance-linked securities. The firm takes a direct approach to investments, with confirmed holdings such as Citrus Insurance Group and Citrus Advisory, alongside real estate assets in Texas and Wyoming. Geographic deployment covers the United States, United Kingdom, Switzerland, China, Hong Kong, and Guinea (per the firm's website). The firm maintains a team of accountants, auditors, financial advisors, and insurance professionals across seven global offices. Citrus Ventures does not publicly disclose AUM or deployment amounts. The broader Citrus Group operates through separate legal entities in the US and UK, including Citrus Audit Group and Citrus Insurance Group. A defining structural differentiator is the family office's integration with a century-old professional services firm — a configuration that provides proprietary deal flow from audit and advisory clients. This hybrid model gives Citrus Ventures direct visibility into portfolio companies' operations before committing capital.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Additional offices
Sausalito, United States · Geneva, Switzerland · Shanghai, China · Dover, United States · Woodside, United States · Hong Kong, China
Sector focus
Frequently asked questions
Who runs investment decisions at Citrus Ventures?
Citrus Ventures does not publicly identify its investment principals. The firm's website lists a professional team of accountants, auditors, financial advisors, and insurance professionals but does not name individual investment committee members.
How does Citrus Ventures source proprietary deal flow?
The firm sources deals through its integrated professional services network — audit, advisory, insurance, and financial services divisions. This structure provides early visibility into potential investments from client engagements, a model unusual among family offices.
Is Citrus Ventures structured as a single family office or does it operate more like a venture firm?
Citrus Ventures operates as a single family office, but it is embedded within Citrus Group Global, a professional services firm with over 100 years of history. The firm combines family capital deployment with operating businesses across audit, advisory, insurance, and financial services.
What investment stages does Citrus Ventures typically target?
Citrus Ventures does not disclose specific stage preferences. Based on portfolio holdings such as Citrus Insurance Group and Citrus Advisory, the firm appears to favor established operating businesses and real estate rather than early-stage venture investments.
Which sectors does Citrus Ventures explicitly avoid?
Citrus Ventures does not publicly tag any sectors it avoids. The firm's known investments span insurance, advisory services, real estate, and financial services, but no exclusion list is provided.
Where does the underlying wealth come from?
The wealth origin is not publicly disclosed. Citrus Group Global's website states the firm's roots go back over 100 years, but it does not identify the founding family or the source of capital.
Does Citrus Ventures maintain philanthropic structures?
Citrus Ventures does not publicly disclose any philanthropic foundations or charitable vehicles.
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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