# PlumTree Partners

PlumTree Partners is a Multi Family Office based in Dallas, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** plumtreepartners.com
- **LinkedIn:** https://www.linkedin.com/company/plumtree-partners/

## Regulatory record

- **Reports private funds:** No

## About

PlumTree Partners was established by Jeffrey A. Rich as a multi-family office based in Dallas. Rich previously served as CEO of Affiliated Computer Services for 16 years. His spouse Jan Miller leads Dupree/Miller & Associates. The firm targets growth opportunities in technology-enabled businesses, with stated focus areas that include cloud computing adoption, business process automation, and mobile technologies. Confirmed investment stages are buyout and growth, executed through private equity structures. Geographic coverage centers on North America. Rich maintains an operating partner role at Sunstone Partners and a special advisor position at Trident Capital. The firm lists no disclosed AUM figure and maintains no additional offices beyond Dallas. Jeff Rich previously chaired the Lone Star Chapter of YPO from 2002 to 2003 and serves on the executive board of the Dallas Symphony Orchestra. Philanthropic activity occurs through the Jeff and Jan Rich Charitable Giving vehicle.

## Sectors

- FinTech
- Media & Entertainment
- Robotics & Automation
- Enterprise Software
- AI/ML

## People

- Jeffrey A. Rich — Managing Director
- Jan Miller — Family Member

## Questions

### Who runs investment decisions at PlumTree Partners?

Jeffrey A. Rich serves as Managing Director and directs investment activity. Decisions incorporate his operating experience as former CEO of ACS and his current role as operating partner at Sunstone Partners.

### Does PlumTree Partners participate in fund commitments or only direct deals?

The firm executes through private equity structures focused on buyout and growth stages. It maintains a relationship with Sunstone Partners, a $310M growth equity fund.

### What investment stages does PlumTree Partners typically target?

Confirmed stages are buyout and growth. The firm concentrates on technology-enabled businesses that have passed the startup chasm.

### Where does the underlying wealth come from?

Wealth origin is not publicly disclosed. The firm operates as a multi-family office serving a select group of families.

### How is PlumTree Partners related to Sunstone Partners?

Jeffrey A. Rich serves as an operating partner at Sunstone Partners, the $310M growth equity fund whose team previously worked together at Trident Capital.

## Related profiles

- [Plough Penny Partners](https://altss.com/profile/plough-penny-partners-traphagen-family-office)
- [PlusOne Family Office](https://altss.com/profile/plusone-family-office)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/plumtree-partners

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology