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SRS Family Office Partners
David L. Parker established SRS Family Office Partners to deliver tailored wealth services to multiple families. The firm supplies investment management, tax...
SRS Family Office Partners
David L. Parker established SRS Family Office Partners to deliver tailored wealth services to multiple families. The firm supplies investment management, tax planning, philanthropy coordination and generational education. It maintains a global real estate portfolio with mixed-use assets in the United States and commercial development projects in China. SRS Family Office Partners allocates across PropTech, FinTech, Industrial Tech, InsurTech, ClimateTech and Healthcare Services. It targets Early Stage through Late Stage opportunities via alternative VC models, direct co-investments, hedge funds, private equity and real estate. Confirmed positions include exposure to Finicity alongside co-investors in enterprise software and semiconductor companies. Geographic coverage spans North America, Europe and Asia. The firm reports 17500 million dollars under advisement. It operates from its Orem headquarters with no additional offices disclosed. Adjacent vehicles include The Eagle Foundation and The Firm Foundation. Elliott Parker, son of David L. Parker, serves as CEO of High Alpha Innovation. No operational events from the last 24 months appear in available records. SRS Family Office Partners maintains an Executive Advisory Council that incorporates external operators such as Nick Thomas, CEO of Finicity. This structure supplies direct access to operating-company perspectives when evaluating co-investments and SPVs. The arrangement separates the multi-family advisory mandate from any single-family operating businesses.
General information
Firm type
Multi Family Office
Year founded
2004
Location
Region
North America
Country
United States
City
Orem
Corporate office
Orem, UT, United States
Principals
David L. Parker
CEO and Managing Partner
Stephen W. Harper
CIO
Sector focus
Frequently asked questions
Who runs investment decisions at SRS Family Office Partners?
David L. Parker serves as CEO and Managing Partner. Stephen W. Harper acts as CIO. The firm also maintains an Executive Advisory Council that includes external operators such as Nick Thomas.
Does SRS Family Office Partners participate in fund commitments or only direct deals?
The firm uses both structures. It executes direct co-investments and SPVs while also allocating to hedge funds and private equity vehicles.
What investment stages does SRS Family Office Partners typically target?
The firm covers Early Stage, Growth, Late Stage and Seed opportunities.
Which regions does SRS Family Office Partners invest in?
Allocations span North America, Europe and Asia, with real estate holdings in the United States and China.
How is SRS Family Office Partners related to The Eagle Foundation?
The Eagle Foundation is listed among the firm's philanthropic vehicles alongside The Firm Foundation.
What asset classes appear in the SRS Family Office Partners portfolio?
Holdings include PropTech, FinTech, Industrial Tech, InsurTech, ClimateTech, Healthcare Services, hedge funds, private equity and global real estate.
Does SRS Family Office Partners maintain a formal co-investment process?
Yes. The firm structures direct co-investments and SPVs and incorporates operating executives from portfolio companies into its advisory council.
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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