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Lowenberg Group
Mark Lowenberg founded the Lowenberg Group in Austin, Texas, in 2017 after a career within the wealth management and private banking complex.
Lowenberg Group
Mark Lowenberg founded the Lowenberg Group in Austin, Texas, in 2017 after a career within the wealth management and private banking complex. The firm operates as a registered investment advisor serving high-net-worth individuals, families and trusts, with a structure designed to deliver institutional-quality alternative investments to private capital. Its founding thesis deliberately merged an RIA's fiduciary framework with the direct asset access more common at single-family offices. The firm deploys capital across three primary asset classes: venture capital, private real estate, and structured income. In venture, the group targets early- and growth-stage technology companies, with a posture that suggests access to co-investment lines alongside established seed and Series A managers. Real estate investments concentrate on value-add and development projects in Texas and the Sun Belt. The group also constructs bespoke credit and structured-note allocations for family liquidity management, operating more like a deal-by-deal syndication hub than a passive allocator. The firm runs a lean Austin headquarters with a professional team drawing from trust, tax and portfolio management disciplines. Adjacent platforms include an affiliated tax advisory practice that coordinates estate and philanthropic structuring for the same families, creating continuity between investment strategy and wealth transfer. In May 2024, the firm expanded its real estate platform through a dedicated acquisitions vertical targeting mixed-use development in Central Texas (per the firm, May 2024). Lowenberg Group's structural differentiator lies in its willingness to bypass standard fund-of-funds channels. The firm sources direct co-investment opportunities and individual property acquisitions that its principals underwrite internally, rather than relying on third-party managers alone. For Texas-based entrepreneurial families seeking an alternative to wirehouse gridlock, that architecture provides a genuine alignment advantage — though it demands concentrated operational diligence from a compact team.
General information
Firm type
Multi Family Office
Year founded
2017
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Principals
Mark Lowenberg
Founder & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Lowenberg Group?
Founder and CEO Mark Lowenberg leads the firm's investment committee and directs asset allocation. The underwriting team operates under his oversight, blending internal analysis with external manager relationships. The firm does not disclose a separate CIO, consistent with its model of principal-led deal evaluation.
How does Lowenberg Group source its venture capital deals?
The firm leverages founder-led networks seeded during Mark Lowenberg's tenure in private banking, supplemented by direct relationships with emerging fund managers and accelerator programs. Its deal flow appears concentrated in Central Texas and broader Sun Belt ecosystems. The model prioritizes co-investment into specific portfolio companies rather than blind-pool fund commitments.
Does Lowenberg Group participate in fund commitments or only direct deals?
The firm uses a hybrid approach. In venture capital, it makes both direct co-investments alongside partner funds and opportunistic fund commitments. Real estate exposure is dominantly direct — acquiring or developing individual properties rather than participating in commingled real estate funds.
What investment stages does Lowenberg Group typically target?
In venture, the group targets early-stage (Seed and Series A) and select growth-stage technology companies. Real estate investments focus on value-add and ground-up development, typically in Central Texas and select Sun Belt markets. Structured income allocations serve as a liquidity sleeve, not a return engine.
How is the tax advisory affiliate related to the investment practice?
The affiliated tax practice operates as a separate entity but shares clients and coordinates strategy with the investment advisory side. This linkage allows families to structure direct investments and estate transfers within a single coordinated framework, a feature many standalone RIAs must outsource.
Does Lowenberg Group serve institutional investors or only private families?
The firm's primary clients are high-net-worth individuals, multi-generational families and their associated trusts. There is no public record of the firm soliciting institutional limited partners such as pensions or endowments, which keeps its capital base nimble but constrains its total asset base.
What is Lowenberg Group's known posture on co-investments alongside external GPs?
Co-investment is central to its model. Rather than acting solely as a fund-of-funds allocator, the group seeks to participate directly in individual portfolio company rounds and property-level real estate transactions. This posture reduces fee drag but requires internal underwriting capacity sufficient to evaluate each discrete opportunity.
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