# Lowenberg Group

Lowenberg Group is a Multi Family Office based in Austin, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** lwmg.com
- **LinkedIn:** linkedin.com/company/lowenberg-wealth-management

## Regulatory record

- **Reports private funds:** No

## About

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. 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.

## Sectors

- Venture Capital
- Real Estate

## People

- Mark Lowenberg — Founder & CEO

## Questions

### 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.

### 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.

## Related profiles

- [Lowell Road Asset Management](https://altss.com/profile/lowell-road-asset-management)
- [Lowery Thomas](https://altss.com/profile/lowery-thomas)

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Last updated: 2026-08-11T02:43:31.692Z

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