Single Family Office

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Henry Investment Group

Henry Investment Group traces to 2015 when David Henry established the office after liquidity events from Henry Petroleum and Henry Resources.

Henry Investment Group logo

Henry Investment Group

Henry Investment Group traces to 2015 when David Henry established the office after liquidity events from Henry Petroleum and Henry Resources. Jim Henry built those upstream assets before sales to Concho Resources and Linn Energy. The firm targets acquisition, buyout and growth equity in operating companies that show positive EBITDA. Allocations span private equity, private credit, real estate and direct co-investments or SPVs. Confirmed geographic focus remains North America. Portfolio holdings include Northlake RV & Boat Storage and Parker Square Town Center Office. Team size and total deployment remain undisclosed. The office lists no additional locations beyond its Flower Mound headquarters. David Henry maintains membership in the Salesmanship Club of Dallas; the firm holds Emerald Investor status with the Flower Mound Chamber of Commerce. The Henry Foundation operates as the family's separate philanthropic vehicle. The structure keeps investment decisions inside the family office while allowing co-investment alongside external partners on a selective basis.

General information

Firm type

Single Family Office

Year founded

2015

Location

Region

North America

Country

United States

City

Flower Mound

Corporate office

900 Parker Square Ste 250, Flower Mound, TX 75028, United States

Principals

David Henry

CEO and Partner

Jim Henry

Family Member

Christopher Michael Lowry

General Counsel

David Johnston

Senior Vice President and Principal

Jeff Hunter

Principal

Sector focus

Healthcare ServicesDigital HealthReal EstatePrivate Equity

Frequently asked questions

Who runs investment decisions at Henry Investment Group?

David Henry serves as CEO and Partner. Additional principals include David Johnston and Jeff Hunter.

Where does the underlying wealth come from?

The capital originates from Jim Henry's founding of Henry Petroleum and Henry Resources and subsequent asset sales to Concho Resources and Linn Energy.

Does Henry Investment Group participate in fund commitments or only direct deals?

The firm executes direct co-investments and SPVs alongside private equity, private credit and real estate holdings.

What investment stages does Henry Investment Group typically target?

The office focuses on acquisition, buyout and growth equity in companies with positive EBITDA history.

Does Henry Investment Group maintain philanthropic structures, and how are they separated?

The Henry Foundation exists as the family's philanthropic entity and operates separately from the investment office.

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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