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Loomis Capital Management
Craig Loomis runs a permanent-capital family office in Austin that does control buyouts and co-investments without fund structures.
Loomis Capital Management
Loomis Capital Management was established in 2006 by Craig Loomis, an Austin-based investor who built his initial capital base through real estate development and asset repositioning across the southwestern United States. Rather than raise a traditional blind-pool fund, Loomis structured the firm as a family-office platform that deploys capital alongside a tight network of operators and high-net-worth co-investors on a deal-by-deal basis. The firm pursues control and significant minority positions in lower-middle-market companies, with a preference for founder-owned businesses and corporate carve-outs in the business services, light manufacturing, and value-add real estate sectors. Loomis avoids auction processes when possible, instead sourcing through regional operating partners and decades-old industry relationships. Portfolio investments are typically held for five to ten years with a strong operational improvement mandate. Known investments include service-oriented companies across Texas, though specific portfolio names are not publicly disclosed. Loomis runs a deliberately small team from its Austin office, relying on independent sponsors and operating executives rather than a large in-house staff. The firm does not publish assets under management or deployment figures, consistent with its single-family-office posture. In recent years, Loomis has selectively backed early-stage technology companies through a separate venture sleeve, primarily in enterprise software and business-to-business marketplaces, though the venture allocation remains a small portion of overall activity. What distinguishes Loomis Capital Management from a conventional private equity firm is its permanent-capital structure. The firm invests partner equity without fund-life constraints, allowing it to hold assets beyond standard private equity timelines and to structure transactions that fall between institutional fund mandates and pure family-office discretion.
General information
Firm type
Single Family Office
Year founded
2006
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, Texas, United States
Principals
Craig Loomis
Founder & Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Loomis Capital Management?
Craig Loomis, the founder and managing partner, leads all investment decisions. The firm does not operate an investment committee with outside members, reflecting its single-family-office governance. Loomis works closely with a network of operating partners who source and manage portfolio companies on a deal-specific basis.
Is Loomis Capital Management structured as a single family office or does it operate more like a private equity firm?
Loomis Capital Management is a single family office that deploys capital through a co-investment model resembling private equity, but it does not raise third-party blind-pool funds. The firm invests partner capital alongside high-net-worth co-investors on a deal-by-deal basis. This structure avoids the fee pressure and investment-period constraints of a traditional fund manager.
Does Loomis participate in fund commitments or only direct deals?
Loomis Capital Management focuses almost exclusively on direct deals and co-investments rather than making commitments to outside private equity or venture capital funds. The firm prefers to lead or co-sponsor transactions where it can apply operational resources to portfolio companies. Occasionally it may participate passively in a venture round alongside a trusted co-investor, but this is rare.
What investment stages does Loomis Capital Management typically target?
In private equity, Loomis targets mature, cash-flow-positive companies in the lower middle market, typically with enterprise values between $10 million and $100 million. In real estate, the firm focuses on value-add repositioning of existing assets. A smaller venture sleeve targets early-stage enterprise software and B2B marketplace companies, but the venture strategy is opportunistic and secondary to the control-equity focus.
Where does the underlying wealth come from?
The wealth base originated from Craig Loomis's career in real estate investment and development, primarily across Texas and the southwestern United States. Loomis built and sold multiple real estate operating companies and asset portfolios before formalizing his investment activity under Loomis Capital Management in 2006. The firm's permanent capital is derived entirely from his personal and family assets.
What is Loomis's known posture on co-investments alongside external GPs?
Loomis Capital Management actively co-invests with other family offices, independent sponsors, and occasionally institutional investors on larger transactions. The firm does not market co-investment slots formally, relying instead on long-standing relationships with regional operators and family offices. Co-investors typically receive pass-through economics without the layered fees associated with fund-of-funds structures.
Which sectors does Loomis Capital Management explicitly avoid?
Loomis avoids sectors that require heavy regulatory engagement or binary-outcome risk, including biotech, pharmaceuticals, and financial services. The firm also stays away from commodity-price-dependent businesses such as oil and gas exploration. Investments are concentrated in sectors where operational involvement can directly influence returns, consistent with the firm's control-oriented strategy.
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