Single Family OfficeRIA · CRD 168467SEC-Registered

Updated:

Hagan Capital Group

Hagan Capital Group began operations in 2003 as a single-family office. Chad Hagan serves as founder. The original structure later shifted to oversight by...

Hagan Capital Group logo

Hagan Capital Group

Hagan Capital Group began operations in 2003 as a single-family office. Chad Hagan serves as founder. The original structure later shifted to oversight by Wessex Investments International. The firm focuses on transaction advisory, M&A support, and capital structuring. Asset classes include private equity, private credit, real estate, hedge funds, and commodities. Geographies span North America, Europe, and Asia. Investment stages cover buyouts, distressed situations, and public equities. The team remains small and Atlanta-based. An extended network of advisers operates in New York, Miami, and London. The firm holds memberships in the Eaton Square network since 2020. Philanthropic activity runs through the Hagan Family Foundation. Majority ownership by Wessex Investments International separates the original family office mandate from the current advisory business. This structure limits volume while preserving long-term client relationships across sectors.

General information

Firm type

Single Family Office

Year founded

2003

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Louisville

Corporate office

Roswell, GA, United States

Additional offices

New York · Miami · London

Principals

Chad Hagan

Founder and Managing Partner

Sector focus

FinTechHealthcare ServicesIndustrial TechInsurTechMedia & EntertainmentPropTechClimateTechEnergy Transition & Renewables

Frequently asked questions

Who runs investment decisions at Hagan Capital Group?

Chad Hagan serves as founder and managing partner. Decisions flow through a small internal team supported by external advisers in New York, Miami, and London.

How does Hagan Capital Group source proprietary deal flow?

The firm relies on its Eaton Square network membership since 2020 and long-term relationships with family offices and investment managers.

Is Hagan Capital Group structured as a single family office or does it operate more like a venture firm?

It began as a single-family office in 2003 and converted in 2017 to an advisory platform majority-owned by Wessex Investments International.

Does Hagan Capital Group participate in fund commitments or only direct deals?

Activity centers on direct transactions, M&A advisory, and capital structuring rather than broad fund commitments.

What investment stages does Hagan Capital Group typically target?

Stages include buyouts, distressed and turnaround situations, and public equities.

Where does the underlying wealth come from?

The firm originated as the Hagan family office with no further public attribution of the source wealth beyond that structure.

Does Hagan Capital Group maintain philanthropic structures, and how are they separated?

The Hagan Family Foundation handles philanthropic work separately from the advisory business now overseen by Wessex Investments International.

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 Louisville Single Family Office profiles