Nadel and Gussman

Max Nadel and Michael Gussman serve as the principals of the family office. They carry the founding surnames and are understood to be descendants of the families that generated the underlying wealth, per public record. Both are involved in investment decisions, though the office has not publicly disclosed whether there is a formal investment committee or a single CIO.

The capital managed by Nadel and Gussman traces back to oil and gas extraction in Oklahoma during the early-to-mid 20th century. The families were part of the generation of wildcatters and independents that built fortunes in the Midcontinent oil patch. That extractive-origin wealth forms the foundation of the office's multi-generational portfolio today.

Yes. The office is known to make direct investments in upstream and midstream energy assets, a direct legacy of the founding families' operational roots in the oil patch. In addition to traditional hydrocarbon exposure, the firm has shown increasing interest in energy transition technologies and carbon-management infrastructure, per public record, while maintaining its core real estate and private credit allocations.

Nadel and Gussman primarily executes direct deals and co-investments rather than serving as a limited partner in commingled funds. The private credit arm originates structured and mezzanine debt directly for industrial and energy-adjacent borrowers. The firm's lean structure and regional focus make direct origination the more natural path for deploying its capital.

The Tulsa headquarters gives the office a structural advantage in underwriting Midcontinent energy and industrial deals. The principals can diligence oil and gas assets with an operator's understanding of basin-level economics rather than treating energy as a portfolio allocation factor. That embedded local knowledge influences everything from deal sourcing to ongoing asset management, making the office a natural partner for regional operators who value informed, patient capital.