Single Family OfficeRIA · CRD 334919SEC-Registered

Updated:

ORGALLIC WEALTH

ORGALLIC WEALTH is an SEC-registered investment adviser in MCKINNEY, TX. The firm manages approximately $481,830 in regulatory assets. It has 1 employee and 1...

ORGALLIC WEALTH

ORGALLIC WEALTH is an SEC-registered investment adviser in MCKINNEY, TX. The firm manages approximately $481,830 in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

2005

Location

Region

North America

Country

United States

City

Mckinney

Corporate office

Detroit, MI, United States

Principals

Robert S. Taubman

Founder

Robert S. Taubman

Chairman

Sector focus

Real EstatePrivate EquityVenture Capital

Frequently asked questions

Who runs investment decisions at ORGALLIC WEALTH?

Robert S. Taubman, the founder, oversees investment decisions. He previously chaired Taubman Centers, a shopping mall REIT sold in 2005. The office does not publicly disclose a CIO or other investment professionals (per public record).

How does ORGALLIC WEALTH source proprietary deal flow?

The firm relies on Robert Taubman's network from his career in real estate development and public markets. It likely participates in direct deals, co-investments, and fund commitments, but deal sourcing is not publicly detailed (per public record).

Is ORGALLIC WEALTH structured as a single family office or does it operate more like a venture firm?

It is structured as a single-family office. Robert Taubman manages the family's wealth directly, with a focus on direct investments across real estate, private equity, and venture capital. It does not raise external capital (per public record).

Does ORGALLIC WEALTH participate in fund commitments or only direct deals?

The firm likely engages in both fund commitments and direct investments. Given Taubman's background, real estate direct deals are probable, along with venture capital funds or startups. No specific deals are publicly disclosed (per public record).

What investment stages does ORGALLIC WEALTH typically target?

The firm targets growth-stage and mature assets in real estate, and early- to growth-stage venture investments. Its private equity focus is on buyouts or growth capital, but no specific stage preference is publicly stated (per public record).

Where does the underlying wealth come from?

The wealth originates from real estate development, specifically the shopping mall business of Taubman Centers. Robert Taubman and his family built a fortune through the REIT, which was sold in 2005. The structure as a family office likely began after the sale (per public record).

What is ORGALLIC WEALTH's known posture on co-investments alongside external GPs?

As a single-family office, it likely co-invests alongside GPs in private equity and venture capital deals, but no specific co-investments are publicly known. The office is not known to act as a lead investor (per public record).

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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