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Paul Orfalea Family Office
Paul Orfalea created the family office in 2004 after exiting Kinko's. The structure channels post-sale proceeds into direct co-investments, SPVs, and real...
Paul Orfalea Family Office
Paul Orfalea created the family office in 2004 after exiting Kinko's. The structure channels post-sale proceeds into direct co-investments, SPVs, and real estate. Natalie Orfalea co-founded the Orfalea Foundation alongside the office's formation. The office targets PropTech alongside traditional real estate. Confirmed holdings include 820 State Street in Santa Barbara and the Isla Vista Rental Portfolio. Activity remains limited to North America with no disclosed fund commitments or external co-investors. The Orfalea Fund completed its sunset process after 15 years of programming in school food, early childhood education, and disaster preparedness. No public data exists on team size or additional offices. The Natalie Orfalea Foundation continues in formative stages. Lance Helfert and Atticus Lowe maintain operational ties through West Coast Asset Management. The office maintains membership in the Giving Pledge since 2014 and YPO. Governance separates personal capital management from dissolved foundation vehicles.
General information
Firm type
Single Family Office
Year founded
2003
Location
Region
North America
Country
United States
City
Santa Barbara
Corporate office
Ventura, CA, United States
Principals
Natalie Orfalea
Co-founder, Orfalea Foundation
Altss tracks 3 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Paul Orfalea Family Office?
Paul Orfalea serves as founder. Lance Helfert and Atticus Lowe handle day-to-day allocation through West Coast Asset Management.
Where does the underlying wealth come from?
The capital originated from the $2.4 billion sale of Kinko's to FedEx in 2004.
Does Paul Orfalea Family Office participate in fund commitments or only direct deals?
The office executes direct co-investments and SPVs. No fund commitments appear in available records.
What investment stages does Paul Orfalea Family Office typically target?
Activity centers on mature real estate and PropTech assets in North America.
How is Paul Orfalea Family Office related to the Orfalea Foundation?
The Orfalea Fund sunsetted after 15 years. The Natalie Orfalea Foundation operates separately in early stages.
Profile maintained by Altss 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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