Private Equity

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Dallas Capital Management

Dallas Capital is a private investment firm and family office of the Dallas Family. It manages capital for high net worth individuals and has developed...

Dallas Capital Management

Dallas Capital is a private investment firm and family office of the Dallas Family. It manages capital for high net worth individuals and has developed expertise in investing, advising, and operating entrepreneurial ventures. The firm has made 2 investments, including a Series A investment in Cloudvirga on July 28, 2016, and has 1 portfolio exit, Cloudvirga, which occurred on May 25, 2021.

General information

Firm type

Private Equity

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Calabasas

Corporate office

Calabasas, CA, United States

Principals

Donnye Winship

Team Member

Mike O'Reilly

Team Member

Kathleen Weber

Team Member

Marcy McMurtray

Team Member

Frequently asked questions

Who runs investment decisions at Dallas Capital Management?

The firm's website names Donnye Winship, Mike O'Reilly, Kathleen Weber, and Marcy McMurtray as team members, but does not assign specific titles or CIO responsibilities. No individual is publicly identified as the lead investment decision-maker for the private equity portfolio.

How does Dallas Capital Management source private-company deals?

The firm has not publicly described its sourcing model. Given the lack of a disclosed track record, named portfolio companies, or a LinkedIn presence, its deal flow likely derives from the principals' personal networks or relationships built through the affiliated Dallas Financial Advisors wealth-management practice.

Is Dallas Capital Management structured as a family office or a traditional asset manager?

It is structured as an asset manager with two operational fronts: a retail registered investment adviser operating as Dallas Financial Advisors, and a private equity arm making early-stage and growth investments. It does not serve a single-family patron and therefore does not meet the Altss definition of a single family office.

Does Dallas Capital Management participate in fund commitments or only direct deals?

The firm has not disclosed its transactional format. It could be executing direct equity stakes, participating in special-purpose vehicles, or committing to external venture funds, but no primary sources confirm the mechanism.

What investment stages does Dallas Capital Management typically target?

Altss research indicates the firm targets early-stage startups and growth-stage companies. No specific check sizes or revenue thresholds have been published.

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.

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