# HBC Investments

HBC Investments is a Family Office based in Dallas, United States.

## Overview

- **Organization type:** Family Office
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** https://hbcinvestments.com
- **LinkedIn:** https://www.linkedin.com/company/hbc-investments

## Regulatory record

- **CRD number:** 170804
- **SEC file number:** 802-79579
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170804

## About

HBC Investments was founded in 2011 by James M. Hoak Jr. The firm oversees capital generated from the family's prior ownership of Heritage Communications and related media assets. Investment activity centers on private equity, private credit, and co-investments. Stages include buyouts and growth equity. Confirmed focuses span Media & Entertainment, FinTech, AgriTech & FoodTech, Energy Transition & Renewables, Industrial Tech, Healthcare Services, SpaceTech, and Mobility & Transportation. Activity remains concentrated in North America. The team includes J. Hale Hoak, Chris J.S. Hoak, and Joe Colonnetta. Adjacent vehicles include several family philanthropic funds such as the David and Elizabeth Hoak Family Pediatric Neurosurgery Fund. No dated operational events from the last 24 months appear in available records. Governance ties the office directly to the founding family through named principals who also hold roles at Hoak & Co.

## Sectors

- Media & Entertainment
- FinTech
- AgriTech & FoodTech
- Energy Transition & Renewables
- Industrial Tech
- Healthcare Services
- SpaceTech
- Mobility & Transportation

## People

- James M. Hoak Jr. — Founder
- J. Hale Hoak — Principal
- Joe Colonnetta — Founding and General Partner
- Chris J.S. Hoak — Managing Partner

## Questions

### Which sectors does HBC Investments explicitly avoid?

The firm does not publicly disclose any sector exclusions or negative screens. Investment preferences are not documented in available public sources.

## Related profiles

- [KCR Wealth Management](https://altss.com/profile/kcr-wealth-management-llc)
- [Pinegrove Opportunity Partners](https://altss.com/profile/pinegrove-opportunity-partners-llc)

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Last updated: 2026-07-06T00:34:13.467Z

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