Single Family OfficeRIA · CRD 330230SEC-Registered

Updated:

Next Chapter Holdings

Next Chapter Holdings was established in 1996 by Mark R. Pattis. The firm manages capital originating from the Pattis family’s publishing businesses. Lisa J.

Next Chapter Holdings logo

Next Chapter Holdings

Next Chapter Holdings was established in 1996 by Mark R. Pattis. The firm manages capital originating from the Pattis family’s publishing businesses. Lisa J. Pattis serves as President, CEO, and CIO and holds board roles at the Newberry Library and National Philanthropic Trust. The office deploys capital through buyouts, growth equity, venture stages, real estate, and natural resources. Allocations include Blackstone Real Estate Partners VII, LaSalle Investment Management vehicles in Shanghai, and multiple residential communities across Indiana, South Carolina, Arkansas, Georgia, and Missouri. Geographic reach covers North America, Europe, Asia, and Oceania. Direct co-investments and fund-of-funds structures sit alongside hedge fund and blockchain exposures. Team leadership includes CFO Lynae Gregorian and Investment Manager Schuyler Samse. The firm maintains a single headquarters in Highland Park, Illinois. Lisa Pattis participates in the Chicago Council on Global Affairs and chairs the Finance and Investment Committee at the Newberry Library. No operational events from the last 24 months appear in available records. The family office structure keeps investment decisions inside the Pattis principals rather than delegating to an external CIO. This setup pairs operating-company discipline from the original publishing assets with a multi-asset mandate that includes the separate Pattis Family Foundation.

General information

Firm type

Single Family Office

Year founded

1996

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Highland Park

Corporate office

Highland Park, IL, United States

Principals

Mark R. Pattis

CEO and Director

Lisa J. Pattis

President, CEO, and CIO

Lynae Gregorian

Chief Financial Officer

Schuyler Samse

Investment Manager

Sector focus

Media & EntertainmentEdTechPropTechEnterprise Software

Frequently asked questions

Who runs investment decisions at Next Chapter Holdings?

Mark R. Pattis serves as CEO and Director. Lisa J. Pattis holds the roles of President, CEO, and CIO. Both family principals retain final authority over allocations.

Where does the underlying wealth come from?

The capital originates from the Pattis family’s publishing enterprises founded by S. Richard Pattis.

Does Next Chapter Holdings participate in fund commitments or only direct deals?

The firm uses both approaches. It holds positions in Blackstone Real Estate Partners VII and LaSalle Investment Management funds while also executing direct real estate acquisitions.

What investment stages does Next Chapter Holdings typically target?

The office covers buyouts, growth equity, Series A, and general venture capital. It also allocates to distressed debt and special situations.

How is Next Chapter Holdings related to the Pattis Family Foundation?

The foundation operates as a separate philanthropic vehicle. Lisa J. Pattis serves as a trustee and manages its investment committee functions independently from the family office.

Which sectors does Next Chapter Holdings explicitly avoid?

No explicit avoidance list is published. Confirmed focuses remain limited to Media & Entertainment, EdTech, PropTech, and Enterprise Software.

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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