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i3 Resources
i3 Resources was established in December 2007 by Kevin Heaton after the dissolution of a prior family business partnership. Heaton previously worked as an...
i3 Resources
i3 Resources was established in December 2007 by Kevin Heaton after the dissolution of a prior family business partnership. Heaton previously worked as an investment advisor at Merrill Lynch, helped launch a Swiss hedge fund's U.S. operations, and served as CFO of a home services company where revenue grew from $2 million to $30 million in two years. The firm positions itself as a family CFO office that assists business-owning families with governance and capital matters. Investment activity spans private equity, private credit, real estate, distressed situations, and direct co-investments or SPVs. The firm also allocates to collectibles and passion assets. All activity remains within North America. Portfolio holdings and co-investors are not publicly itemized on the firm site or in available records. No public data exists on assets under management, headcount, or additional offices. The firm maintains a single location in Lexington, South Carolina. No operational events from the past 24 months appear in sourced materials.
General information
Firm type
Multi Family Office
Year founded
2007
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Lexington
Corporate office
Lexington, SC, United States
Principals
Kevin Heaton
Founder & Principal
Sector focus
Frequently asked questions
Who runs investment decisions at i3 Resources?
Kevin Heaton serves as Founder & Principal and directs the firm's activities. His background includes investment advisory at Merrill Lynch and CFO experience at a family-owned services company.
How does i3 Resources source proprietary deal flow?
The firm draws on relationships formed through Heaton's prior roles in manufacturing, hedge funds, and family services businesses. No additional sourcing channels are detailed in public materials.
Is i3 Resources structured as a single family office or does it operate more like a venture firm?
It operates as a multi-family office that provides governance, reporting, and asset management services to multiple entrepreneurial families rather than pursuing venture-style fund structures.
Does i3 Resources participate in fund commitments or only direct deals?
The firm engages in direct co-investments and SPVs alongside private equity, private credit, and real estate holdings. No fund commitments are referenced in available descriptions.
Where does the underlying wealth come from?
The firm originated from Kevin Heaton's stewardship of capital for his family's third-generation manufacturing company founded in 1955 and his wife's separate business.
Profile maintained by Altss 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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