Hackett Robertson Tobe Group

Hackett Robertson Tobe Group

Hackett Robertson Tobe Group was founded in 2011 in New Orleans, Louisiana. The firm operates as a registered investment advisor with a multi-family office structure, serving high-net-worth families, pensions, and government entities across the Gulf South. The principals — whose names are not widely published — built the practice around direct balance-sheet engagement rather than aggregation, a posture shaped by the region's preference for tangible assets and relationship-driven intermediation. The firm's investment strategy skews toward private credit and real assets, with a concentration in Gulf Coast and Southeastern US property. The group structures direct placements in income-producing real estate — multifamily, industrial, and specialized healthcare facilities — alongside private credit origination targeting middle-market borrowers underserved by regional banks. Asset-class exposure spans real estate, private credit, and energy transition opportunities tied to Louisiana's industrial corridor. The firm does not operate a fund-of-funds model; instead it sources and underwrites deals directly, often alongside operator-partners with multi-decade track records in specific submarkets. Hackett Robertson Tobe Group maintains a lean team footprint from its New Orleans headquarters. The firm's headcount is not publicly disclosed, but its operational model reflects the high-touch, low-volume approach typical of boutique family offices serving concentrated Southern wealth. Adjacent vehicles or philanthropic foundations tied to the group have not been publicly identified. The firm's structure emphasizes fiduciary advisory services — including pension consulting for local government plans — layered over its direct-investment capabilities. This dual RIA-and-principal-investor architecture distinguishes it from pure wealth managers that only allocate to third-party funds. The firm's structural differentiator rests in its dual role as both a fiduciary advisor to pension and government clients and a direct principal investor. This lets the group underwrite deals with an owner-operator's underwriting rigor — not just an allocator's screening lens — while still maintaining the regulatory posture of a registered investment advisor. The result is a boutique that behaves more like a private investment office with an advisory overlay than a conventional RIA aggregating AUM for fee-based management.