HEVEL CAPITAL

James Hevel serves as the principal and primary investment decision-maker for the office. He previously founded and led Hevel Securities, an independent broker-dealer, until its sale. The office does not maintain a publicly listed investment committee or external CIO, indicating a concentrated governance structure typical of first-generation single-family offices.

Hevel Capital operates strictly as a single-family office — it does not manage outside capital or function as a venture firm. Unlike multi-family offices that serve dozens or hundreds of client families, Hevel's structure exists solely to invest and steward one family's assets. The office has not registered as an RIA with external clients, distinguishing it from platforms like Cresset or Iconiq Capital.

Hevel Capital pursues direct investments rather than fund-of-fund commitments. The office targets individual real estate acquisitions and structured private credit transactions. While it occasionally co-invests alongside operating partners, it does not appear to allocate through fund vehicles or serve as an LP in blind-pool private equity or credit funds, which keeps control and fee leakage low.

There is no evidence the office participates in early-stage venture capital, public equities, or hedge fund allocations. The investment footprint excludes technology growth equity and biotech — domains that require sector-specialist teams the office does not maintain. This constraint is consistent with a family office operating without an in-house research staff.

The wealth originated from the sale of Hevel Securities, an independent broker-dealer founded by James Hevel. He served as CEO of the firm through its growth and eventual transaction. The broker-dealer channel has produced a number of similarly structured family offices over the last two decades as founders monetized their equity upon retirement or consolidation.