Family OfficeRIA · CRD 166650SEC-Registered

Updated:

Scott and Associates of Texas

Scott Anderson's Scott and Associates of Texas is a Dallas family office that invests in private credit and real estate in the U.S. Sun Belt.

Scott and Associates of Texas

Scott and Associates of Texas was founded around 2010 by Scott Anderson, who previously spent over a decade in commercial banking and corporate finance roles in the Dallas-Fort Worth metroplex. The family office structure emerged from Anderson's own capital accumulation, though the specific wealth origin is not publicly disclosed. The firm focuses on direct private credit investments, real estate equity and debt, and infrastructure assets. Anderson typically coinvests alongside established sponsor partners in lower-middle-market transactions, often serving as a lead or anchor investor in deals ranging from $5 million to $50 million. Geographic focus is primarily the U.S. Sun Belt, with particular concentration in Texas, Florida, and the Southeast. Scott and Associates of Texas operates with a lean team—Anderson is the only publicly named professional—and does not maintain any disclosed additional offices or philanthropic vehicles. In 2024, the firm closed a $20 million private credit facility to a Texas-based industrial services company, structured as a senior secured note with a five-year maturity (per public record, 2024). The firm's structural differentiator is its deep specialization in the Texas lower-middle market, combined with a relationship-driven sourcing model that relies on Anderson's banking network rather than a broad intermediary base. This allows for proprietary deal flow in segments often overlooked by larger capital providers.

General information

Firm type

Family Office

Year founded

2010

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Dallas

Corporate office

Dallas, Texas, United States

Principals

Scott Anderson

Founder and President

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

Who runs investment decisions at Scott and Associates of Texas?

Scott Anderson, the founder and president, makes all final investment decisions. Anderson has a background in commercial banking and corporate finance, and he leads a lean team without publicly named investment committee members.

How does Scott and Associates of Texas source proprietary deal flow?

The firm sources deals primarily through Anderson's network of former banking colleagues and sponsor relationships in the Dallas-Fort Worth area. This relationship-driven model allows the firm to access off-market transactions in the lower-middle market.

What investment stages and instruments does Scott and Associates of Texas typically target?

The firm targets direct private credit, real estate equity and debt, and infrastructure assets. It typically structures investments as senior secured notes, mezzanine debt, or direct equity coinvestments, often in transactions between $5 million and $50 million.

Is Scott and Associates of Texas a single family office or a multi-family office?

Based on public information, Scott and Associates of Texas appears to be a single family office, with Scott Anderson as the sole publicly identified principal and capital source. The firm does not market itself as a multi-family office.

Which sectors does Scott and Associates of Texas explicitly avoid?

The firm publicly avoids venture capital, early-stage technology, and public equities. It focuses exclusively on private credit and real assets, particularly in the U.S. Sun Belt.

Does Scott and Associates of Texas participate in fund commitments or only direct deals?

The firm primarily engages in direct investments and coinvestments alongside sponsor partners, rather than committing to blind pool funds. It structures bespoke transactions with defined collateral and maturity profiles.

What is Scott and Associates of Texas's geographic focus?

The firm concentrates on the U.S. Sun Belt, with particular emphasis on Texas, Florida, and the Southeast. It avoids investments outside the United States.

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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