Single Family Office

Updated:

CSI IT LLC

CSI IT LLC was formed in Tallahassee, Florida, as a single-family office serving wealth built in the information technology industry.

CSI IT LLC

CSI IT LLC was formed in Tallahassee, Florida, as a single-family office serving wealth built in the information technology industry. The firm's founding principal has deep roots in IT entrepreneurship, shaping the office's investment approach (per public record, 2025). The office allocates capital across private equity, venture capital, real estate, and private credit. It targets direct co-investments alongside select general partners and operates through special-purpose vehicles for larger transactions. Portfolio holdings include technology infrastructure, commercial real estate, and credit-oriented assets, with a geographic focus on the southeastern United States. Co-investment partners include regional private equity firms active in tech and real estate (public record). Team size is undisclosed. CSI IT LLC operates solely from its Tallahassee headquarters, with no known additional offices. The firm does not manage external capital or maintain prominent philanthropic vehicles publicly associated with its name. The firm's primary differentiator lies in its founder-driven mandate: investment decisions flow from personal technology-industry experience and a concentrated network in the Southeast. This operator perspective shapes a focused, direct-investment approach rather than a diversified fund-of-funds model. Succession and governance structures remain private.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Tallahassee

Corporate office

Tallahassee, FL, United States

Sector focus

TechnologyReal EstatePrivate Credit

Frequently asked questions

Who runs investment decisions at CSI IT LLC?

Investment decisions are made by the founding principal, whose background in information technology entrepreneurship drives the firm's focus on direct investments and co-investments. The firm does not publicly name its executives, consistent with its private posture.

How does CSI IT LLC source proprietary deal flow?

The firm sources deal flow through its founder's network in the technology and real estate sectors, principally in the southeastern United States. It builds relationships with regional private equity sponsors and real estate developers to access direct co-investments. No public details on formal sourcing mechanisms are available.

Is CSI IT LLC structured as a single family office or does it operate more like a venture firm?

CSI IT LLC functions as a single-family office, managing the wealth of one family with no external investor capital. It does not operate as a venture capital firm or fund-of-funds; its investment activity is conducted through direct positions and co-investment vehicles without a commingled fund structure open to third parties.

Does CSI IT LLC participate in fund commitments or only direct deals?

The firm engages in both direct investments and co-investments alongside general partners. It does not participate in traditional fund commitments as a limited partner. This approach allows the family to maintain control over capital allocation and avoid management fees common in blind-pool funds (per public record, 2025).

What investment stages does CSI IT LLC typically target?

The firm targets later-stage private equity and growth equity, as well as real estate development and credit-oriented deals. It does not focus on early-stage venture capital. Stage preference is driven by the principal's preference for cash-flow-generating assets with tangible collateral.

Which sectors does CSI IT LLC explicitly avoid?

Publicly available information does not specify sectors the firm avoids. However, its known activity concentrates on technology, real estate, and credit, suggesting avoidance of sectors like healthcare services, energy, or consumer goods where it lacks expertise. This conclusion is inferential based on public data.

Where does the underlying wealth come from?

The wealth originates from a family whose principal founded or served as a key executive in an information technology company. The specific company and exit event are not publicly disclosed. The office's name—CSI IT LLC—references its technology-industry roots.

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