# J&T Roush Family

J&T Roush Family is a Single Family Office based in San Rafael, United States.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** San Rafael, United States
- **Region:** North America
- **Address:** San Rafael, CA, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed

## Regulatory record

- **Reports private funds:** No

## About

J&T Roush Family operates as the single-family office for Jeff Roush, the former Managing Partner and COO of Aperio Group. Roush spent decades scaling Aperio from a tax-optimization boutique into a direct-indexing giant that BlackRock acquired for roughly $1 billion in cash in 2020. The family office, headquartered in San Rafael, California, translates that quantitative portfolio management discipline into a multi-generational wealth preservation mandate that blends strategic asset allocation with concentrated direct investments. The office deploys capital across three primary silos: sports and esports franchise equity, energy assets, and a commercial real estate portfolio. Confirmed sports investments extend into both North American and European markets — a geographic split atypical for single-family offices of this profile. The energy exposure includes direct operating assets rather than fund-level commitments, signaling a hands-on operating posture. The real estate book is anchored by commercial properties, with a residential asset at 48 Surfwood Circle in San Rafael also held directly. The firm participates in professional networks including the Palm Beach Hedge Fund Association, Family Office Exchange, and is positioned within the Tiger 21 peer community, expanding its co-investment aperture. The office maintains a lean operating structure with Roush as Principal and Managing Partner, supported by long-term business associates Patrick Geddes and Paul Resnik — both Aperio Group co-founders whose continued involvement preserves the quantitative framework that built the underlying wealth. A donor-advised fund vehicle at the Community Foundation of Jackson Hole handles the family's philanthropic commitments, structurally separated from the investment entity. The firm's architecture is unusual: it combines the direct indexing and factor-based rigor of Roush's Aperio pedigree with concentrated, often illiquid positions in sports franchises and hard assets. That tension between quantitative portfolio construction and concentrated conviction investing defines the office's structural differentiator — Roush does not outsource the investment function to external OCIOs, preferring to run the portfolio with the same analytical discipline he applied to building Aperio's $40 billion book.

## Sectors

- Sports & Wellness
- Real Estate
- Energy Transition & Renewables

## People

- Jeff Roush — Principal and Managing Partner
- Patrick Geddes — Business Partner (Co-founder, Aperio Group)
- Paul Resnik — Business Partner (Co-founder, Aperio Group)

## Questions

### Who runs investment decisions at J&T Roush Family?

Jeff Roush serves as Principal and Managing Partner and leads all investment decisions. He is supported by long-term business partners Patrick Geddes and Paul Resnik, both co-founders of Aperio Group. The office does not employ an external OCIO — Roush runs the portfolio directly, applying the same quantitative discipline he used when building Aperio into a $40 billion direct-indexing platform before its sale to BlackRock.

### How does the firm source proprietary deal flow?

The office leverages its membership in the Palm Beach Hedge Fund Association, Family Office Exchange, and Tiger 21 network to access co-investment opportunities. Roush's deep connections from two decades at Aperio Group — a firm that served thousands of high-net-worth families and RIAs — provides a separate origination channel for sports franchise and energy deals, particularly in North American and European markets.

### Does the firm participate in fund commitments or only direct deals?

The office's known activity centers primarily on direct investments — sports franchise equity, energy operating assets, and directly held commercial real estate. The firm's professional network memberships and the principals' quantitative background suggest capacity for fund commitments as part of strategic asset allocation, but the publicly confirmed investment footprint tilts heavily toward direct deployment.

### Does the firm maintain philanthropic structures, and how are they separated?

Yes. The family operates a donor-advised fund at the Community Foundation of Jackson Hole, which handles all philanthropic grantmaking. This vehicle is structurally separated from the main investment entity, ensuring that charitable distributions follow an independent governance process while the main office focuses exclusively on investment management.

---

Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/j-t-roush-family

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology