# Stillforest Wealth Management

Stillforest Wealth Management is a Multi Family Office based in Houston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** stillforestwealth.com

## Regulatory record

- **CRD number:** 332066
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332066

## About

STILLFOREST WEALTH MANAGEMENT is a state-registered investment adviser in HOUSTON, TX. The firm manages approximately $20 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Private Equity

## People

- Edward Lee — Founder & CEO

## Questions

### Who runs investment decisions at Stillforest Wealth Management?

Edward Lee, the firm's founder and CEO, leads all investment decisions and sourcing efforts. The firm operates with a lean team structure, meaning Lee is directly involved in evaluating every direct real estate acquisition and private credit placement. This high-touch model avoids delegation to junior acquisition officers or external consultants.

### How does Stillforest source its real estate transactions?

Stillforest relies predominantly on off-market, relationship-driven sourcing within the New York metropolitan area and broader Northeast. Edward Lee's network among private owners, attorneys, and brokers allows the firm to identify multifamily and mixed-use properties before they reach the broadly marketed auction process. This sourcing model is designed to avoid competitive bidding environments and institutional auction platforms.

### Does Stillforest participate in fund commitments or only direct deals?

The firm is overwhelmingly oriented toward direct deals — primarily direct real estate and originated private credit — rather than making blind-pool fund commitments to third-party managers. When private equity exposure is appropriate, Stillforest executes targeted co-investments alongside operators it already knows, avoiding the fee drag of traditional commingled fund structures.

### What is Stillforest's posture on co-investments alongside external GPs?

Stillforest will selectively co-invest alongside external general partners, but only in direct deals where the firm's principals can underwrite the asset or credit independently. The firm does not participate in fund-of-one structures or managed accounts that cede investment discretion. The co-investment must match the direct-ownership thesis that defines the firm's core real estate and credit strategy.

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- [Heartworth Financial](https://altss.com/profile/heartworth-financial-llc)
- [Prospect Street Holdings](https://altss.com/profile/prospect-street-holdings-llc)

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Last updated: 2026-07-06T01:24:26.114Z

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