Single Family OfficeRIA · CRD 307305SEC-Registered

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Mertz Holdings

Mertz Holdings operates from Houston as a single-family office. Len Mertz serves as founder and partner. The structure supports allocation across private...

Mertz Holdings logo

Mertz Holdings

Mertz Holdings operates from Houston as a single-family office. Len Mertz serves as founder and partner. The structure supports allocation across private markets and natural resources. Asset classes include real estate, oil and gas exploration, cattle operations, and early-stage technology investments. Confirmed positions span Mertz Ranches in San Angelo and Scipio Ventures mixed-use assets in Houston. Geographic reach centers on North America with additional commercial holdings in Regina, Saskatchewan. Investment types encompass direct co-investments, SPVs, fund-of-funds commitments, and natural resources. Team size and AUM figures remain undisclosed. Adjacent vehicles include Mertz Holdings Inc. in Saskatchewan. Len Mertz holds a board seat at the Texas & Southwestern Cattle Raisers Association. John Havens participates through YPO Gold Houston Chapter ties. moat_notes: Thin coverage due to limited public sources; no AUM, deals, or dated events available.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Houston

Corporate office

Houston, United States

Principals

Len Mertz

Founder and Partner

Phillip Mertz

Partner

Louis Mertz

Former Principal

John Havens

Business Partner

Sector focus

AgriTech & FoodTechDigital HealthHealthcare ServicesIndustrial TechPropTechSpaceTechFinTechEnergy Transition & Renewables

Frequently asked questions

Who runs investment decisions at Mertz Holdings?

Len Mertz serves as founder and partner. Phillip Mertz and Louis Mertz hold partner and former principal roles respectively.

What asset classes does Mertz Holdings deploy into?

The firm allocates across real estate, natural resources, agriculture, and early-stage technology. Holdings include land, commercial property, and oil and gas exposure.

Does Mertz Holdings participate in fund commitments or only direct deals?

Both structures appear in use. The firm maintains fund interests alongside direct co-investments and SPVs.

Where does Mertz Holdings maintain geographic exposure?

Activity centers on North America. Specific holdings exist in Texas and Saskatchewan, Canada.

How is Mertz Holdings related to Scipio Ventures?

Louis Mertz, former principal at Mertz Holdings, serves as CEO of Scipio Ventures. The vehicle holds mixed-use assets in Houston.

Profile maintained by 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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