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Perot Investments
Perot Investments was established in 1962. Ross Perot Jr. serves as chairman of The Perot Companies and Hillwood while Margot B. Perot leads The Perot Family...
Perot Investments
Perot Investments was established in 1962. Ross Perot Jr. serves as chairman of The Perot Companies and Hillwood while Margot B. Perot leads The Perot Family Foundation. The firm allocates across buyouts, early-stage venture, growth equity and natural resources. Positions include direct co-investments and SPVs alongside hedge fund and private equity commitments. Confirmed holdings span oil and gas interests, AllianceTexas mixed-use development in Fort Worth, Circle T Ranch in Westlake and Frisco Station. Geographic focus remains North America with additional exposure through industrial parks in San Bernardino, California. Deployment totals 3,500 million USD. The team operates from Dallas headquarters at 3000 Turtle Creek Blvd with support from Petrus Asset Management. Ross Perot Jr. maintains memberships in YPO, Abundance 360, the U.S. Chamber of Commerce board, Dallas Citizens Council, American Enterprise Institute and Hoover Institution. No operational events from the last 24 months appear in available records. Ownership stays within the Perot family branch. Governance integrates operating companies such as Hillwood and The Perot Companies directly with the investment office rather than through external managers.
General information
Firm type
Single Family Office
Year founded
1962
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
Principals
Ross Perot Jr.
Chairman of The Perot Companies and Hillwood
Boaz Sidikaro
Chief Investment Officer of Perot Investments and President of Petrus Asset Management
Altss tracks 1 additional named team member 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 Perot Investments?
Boaz Sidikaro serves as Chief Investment Officer. Ross Perot Jr. sets overall direction as chairman of the controlling entities.
How does Perot Investments source proprietary deal flow?
Sourcing occurs through family operating companies Hillwood and The Perot Companies plus longstanding relationships in Dallas business networks.
Does Perot Investments participate in fund commitments or only direct deals?
The firm uses both fund commitments and direct co-investments or SPVs across private equity, venture and hedge fund strategies.
What investment stages does Perot Investments typically target?
Stages include buyout, early stage, growth and startup opportunities.
Where does the underlying wealth come from?
Wealth originates from the Ross Perot family, built through Electronic Data Systems and subsequent holdings.
Does Perot Investments maintain philanthropic structures, and how are they separated?
The Perot Family Foundation, Perot Foundation and related entities handle philanthropy separately from investment activities.
What is Perot Investments known posture on co-investments alongside external GPs?
The firm executes direct co-investments and SPVs in addition to fund commitments.
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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