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Haggerty Investment Group
The Haggerty Investment Group was founded by Thomas Haggerty, a former executive in the financial services sector.
Haggerty Investment Group
The Haggerty Investment Group was founded by Thomas Haggerty, a former executive in the financial services sector. The family office was established to manage the wealth generated from Haggerty’s career and subsequent entrepreneurial ventures, though the specific origin of the family's wealth is not publicly detailed. The firm's investment strategy spans private equity, venture capital, and real estate. Haggerty Investment Group makes direct investments in middle-market companies and participates in venture rounds for early-stage technology firms. The family office also allocates capital to select external fund managers, focusing on sectors such as healthcare, technology, and commercial real estate. Known portfolio positions have included co-investments in regional healthcare services companies and a stake in a Texas-based commercial real estate development. Geographic focus appears concentrated in the United States, with a particular emphasis on the Midwest and Southwest regions. Team size and total assets under management remain undisclosed. The firm does not maintain a public website or LinkedIn profile, and it operates with a lean structure typical of a single-family office. No recent operational events are publicly available — the firm's most recent known activity involves a co-investment in a commercial real estate project in Dallas, Texas, in 2022. Structurally, the Haggerty Investment Group distinguishes itself through its low-profile, direct-deal sourcing model. The firm does not market for external capital and relies on a network of former colleagues and intermediaries to source proprietary transactions. This closed architecture allows it to avoid regulatory filing requirements that larger multi-family offices face.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Principals
Thomas Haggerty
Founder & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Haggerty Investment Group?
Thomas Haggerty, founder and CEO, runs investment decisions. He brings a background in financial services and entrepreneurial ventures (public record).
How does Haggerty Investment Group source proprietary deal flow?
The firm sources deals through a network of former colleagues, intermediaries, and direct relationships in the healthcare, technology, and real estate sectors. It does not market for external capital and relies on a closed network (public record).
Is Haggerty Investment Group structured as a single family office or does it operate more like a venture firm?
It is structured as a single-family office. The firm makes direct investments and fund commitments but does not raise capital from outside investors (public record).
Does Haggerty Investment Group participate in fund commitments or only direct deals?
The firm does both — it commits capital to select external fund managers while also making direct co-investments in middle-market companies and real estate projects (public record).
What investment stages does Haggerty Investment Group typically target?
The firm targets early-stage venture rounds and middle-market private equity buyouts. It also engages in commercial real estate development (public record).
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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