Lockton Investment Advisors

David Lockton, the founder of the family office, oversees investment strategy. Specific CIO or investment team members are not publicly named, consistent with the office's private posture.

The office leverages relationships from Lockton Companies' extensive network in the insurance and business services sectors. It also participates in real estate and private equity opportunities sourced through its own team and external advisors.

It operates as a single-family office, managing only the Lockton family's wealth. It does not raise external capital or operate like a multi-family office or venture firm.

The office uses both approaches. It commits to private equity funds and also invests directly in real estate and other assets, though specific fund names or direct deals are not publicly disclosed.

The office targets a diversified portfolio across asset classes. In private equity, it likely targets late-stage or buyout funds, and in real estate, it invests across opportunistic and core-plus strategies. Stage specifics are not publicly detailed.

The office has not publicly stated any excluded sectors. Its known investments focus on real estate and private equity, with no reported exposure to venture capital, hedge funds, or cryptocurrency.

The wealth originates from the Lockton family's control of Lockton Companies, the largest privately held insurance brokerage in the world, founded by David Lockton in 1966.