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Libélula Family Office
Libélula Family Office was formed in 2015 by the Greer family in Hemet, California, as the central entity for managing the family's investment activities,...
Libélula Family Office
Libélula Family Office was formed in 2015 by the Greer family in Hemet, California, as the central entity for managing the family's investment activities, tax planning and estate interests. The firm also exercises oversight of select operating companies, positioning it as both a steward of multi-generational wealth and an active participant in the transactions it structures. The firm allocates capital across real estate, private equity and liquid markets, frequently using an investment- and merchant-banking framework. This means Libélula does not simply commit to third-party funds; it arranges transactions and invests family capital into the deals it originates. The portfolio spans direct investments and select operating-company holdings, with a stated focus on ESG considerations within its technology exposures. Geographic concentration is not publicly detailed beyond the Hemet headquarters, though the merchant-banking style suggests a flexible, deal-driven footprint. Team size and total deployment figures remain undisclosed. The firm describes itself as a boutique operation, implying a lean team likely numbering in the single digits or low teens. There is no public record of adjacent vehicles such as a philanthropic foundation or a real-asset arm, although the firm confirms philanthropic and mission-related investing as part of its mandate. Libélula's structure is distinct for a family office of its apparent scale: it operates with an explicit merchant-banking model, blurring the line between asset owner and investment bank. This architecture lets the Greer family not only allocate capital but also earn fee income from transaction structuring — a dual-revenue posture that differs from a conventional allocation-only single-family office.
General information
Firm type
Single Family Office
Year founded
2015
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Hemet
Corporate office
Hemet, CA, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Libélula Family Office?
The firm has not publicly named its principals or investment-committee members. As a single-family office created by the Greer family, decision-making authority very likely rests with one or more named Greer family members or a designated family trustee, but no specific individual has been disclosed in public filings or website materials.
How does Libélula source its deals?
Libélula describes itself as a merchant-banking firm that arranges investment-banking transactions in which it often invests family capital. This suggests a proprietary sourcing model where the firm structures transactions and then allocates its own capital into those deals, often alongside external parties. Specific sourcing channels or networks are not publicly detailed.
Is Libélula structured as a single-family office or does it operate more like a merchant bank?
It is legally a single-family office managing the Greer family's assets, but its operational model leans heavily toward merchant banking. The firm arranges a wide range of investment-banking transactions and invests family capital into those deals, a hybrid posture that generates both investment returns and potential fee income from structuring activity.
Does Libélula participate in fund commitments or only direct deals?
The firm states it allocates capital across real estate, private equity and liquid markets. The private-equity exposure could include fund commitments, co-investments or direct deals, but the emphasis on arranging its own transactions indicates a strong bias toward direct and co-investment structures rather than blind-pool fund commitments.
Which sectors does Libélula explicitly avoid?
No exclusionary sectors have been publicly disclosed. The firm's only stated thematic filter is a focus on ESG considerations within its technology exposures, but no negative screens — such as fossil fuels, defense or gambling — have been published.
Where does the underlying wealth come from?
The wealth originates with the Greer family, but the specific source industry or company that generated the family's capital has not been publicly disclosed. No operating-business history or liquidity event tied to the Greer name is available in the firm's own materials.
Does Libélula maintain philanthropic structures, and how are they separated?
The firm confirms philanthropic and mission-related investing as part of its mandate, but no separate philanthropic foundation or donor-advised-fund structure has been publicly disclosed. It is unclear whether charitable activities are housed within the family office entity or governed separately.
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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