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Sendero Wealth Management
Sendero Wealth Management was founded in 2008 when a group of partners left Redstone Consulting to establish an independent firm. Elizabeth Flavin Crawford...
Sendero Wealth Management
Sendero Wealth Management was founded in 2008 when a group of partners left Redstone Consulting to establish an independent firm. Elizabeth Flavin Crawford serves as CEO and Edward A. Hart as Chairman. The firm targets multigenerational families and institutions rather than originating from a single industrial fortune. The firm allocates across private equity, private credit, hedge funds, real estate, and direct co-investments or SPVs. It participates in both fund commitments and opportunistic direct deals, with confirmed exposure to FinTech, energy transition, and distressed situations. Geographic reach covers North America as the core market plus Europe and Asia. Public equity holdings include positions in VTI, NVDA, MSFT, and AMZN as of recent filings. Sendero Capital, an affiliate, has executed multiple medical office acquisitions alongside TPG Angelo Gordon since the 2023 launch of their programmatic joint venture. The firm reports over 5,800 professionals and staff across its San Antonio headquarters and Austin office. It maintains Sendero Cares as an internal philanthropic vehicle and holds memberships in YPO, Tiger 21, and Family Office Exchange. October 2025: Added two executives focused on client services and philanthropic engagement. The firm also elevated five employees to partner or director roles in April 2025. Sendero operates with a hybrid structure that combines traditional multi-family office advisory with an in-house broker-dealer and a dedicated real estate vehicle. This setup allows direct access to alternative investments for accredited clients while separating the wealth advisory mandate from the capital deployment activities of Sendero Capital.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Region
North America
Country
United States
City
San Antonio
Corporate office
250 West Nottingham Suite 300, San Antonio, TX 78209, United States
Additional offices
Austin, TX, United States
Principals
Elizabeth Flavin Crawford
CEO and Partner
Altss tracks 2 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 Sendero Wealth Management?
Elizabeth Flavin Crawford serves as CEO and Partner while Edward A. Hart acts as Chairman and Partner. Jack Wildermuth was named Managing Director in March 2025. Investment choices draw on the partner group rather than a single CIO.
Does Sendero Wealth Management participate in fund commitments or only direct deals?
The firm uses both approaches. It commits to private equity, hedge funds, and private credit vehicles while also executing direct co-investments and SPVs through Sendero Partners LLC.
What is Sendero Wealth Management's known posture on co-investments alongside external GPs?
Sendero maintains a direct co-investment program and has formed a programmatic joint venture with TPG Angelo Gordon for medical office buildings. The structure allows selective participation alongside third-party managers.
How is Sendero Wealth Management related to Redstone Consulting?
Sendero spun out of Redstone Consulting in 2008. The founding partners established the new firm as an independent, employee-owned entity focused on family office services.
Does Sendero Wealth Management maintain philanthropic structures, and how are they separated?
Sendero Cares serves as the employee-driven committee for charitable giving. The firm also provides philanthropy advisory to clients as a distinct service line from its investment activities.
Which sectors does Sendero Wealth Management explicitly target?
Confirmed focuses include private equity, private credit, real estate, FinTech, energy transition, and distressed situations. The firm also holds exposure to space technology and industrial tech.
Where does Sendero Wealth Management source proprietary deal flow?
Deal flow arrives through partner networks, YPO and Tiger 21 memberships, and relationships with GPs. The affiliated broker-dealer channel provides additional access to private placements.
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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