# Tozer and Co.

Tozer and Co. is a Single Family Office based in Sydney, Australia.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** Sydney, Australia
- **Region:** Oceania
- **Address:** Sydney, New South Wales, Australia
- **Founded:** 2017
- **Assets under management:** 1500 (Altss estimate)
- **Website:** tozerandco.com
- **LinkedIn:** https://www.linkedin.com/company/david-tozer-740b76192

## Regulatory record

- **Reports private funds:** No

## About

Tozer and Co. was established in Sydney in 2017 by David Tozer following his tenure at Houlihan Lokey. The office manages capital generated from his investment-banking activities and operates as a single-family vehicle with participation from family member Craig Tozer. The firm deploys permanent capital across SME growth equity, special situations, private credit, hedge funds and real estate. It executes direct co-investments and SPVs rather than broad fund commitments. Confirmed holdings include The Royal Hotel Tumut. Activity spans Oceania and Asia with exposure to early-stage through buyout opportunities in sectors such as AgriTech & FoodTech, FinTech and PropTech. The office lists three named principals and maintains a philanthropy vehicle called Tozer and Co Philanthropy. No additional offices are recorded. Cash reserves are held in Sydney alongside the commercial property assets. The structure centers on a founder-led mandate that combines permanent capital with targeted co-investments alongside external partners in Australia-focused special situations. This approach differs from multi-family platforms by retaining full discretion over allocation without external LP reporting requirements.

## Sectors

- AgriTech & FoodTech
- FinTech
- PropTech
- Robotics & Automation
- Media & Entertainment

## People

- David Tozer — Founder and Managing Director

## Questions

### Who runs investment decisions at Tozer and Co.?

David Tozer serves as Founder and Managing Director. Craig Tozer participates as a family member co-investor. Simon Swanson acts as a business partner on select mandates.

### How does Tozer and Co. source proprietary deal flow?

The firm originates opportunities through David Tozer's prior Houlihan Lokey relationships and direct outreach to Australian SMEs. It also evaluates co-investments alongside external partners in special situations.

### Is Tozer and Co. structured as a single family office or does it operate more like a venture firm?

It functions as a single-family office that deploys permanent capital. The vehicle executes direct co-investments and SPVs rather than maintaining a venture-style fund structure with external LPs.

### Does Tozer and Co. participate in fund commitments or only direct deals?

The office focuses on direct co-investments, SPVs and outright ownership of operating assets. It maintains exposure to hedge funds and secondaries but does not emphasize blind-pool fund commitments.

### What investment stages does Tozer and Co. typically target?

The firm covers seed through buyout stages with emphasis on SME growth and special situations. It also holds positions in late-stage and pre-IPO opportunities.

### Does Tozer and Co. maintain philanthropic structures, and how are they separated?

The firm operates Tozer and Co Philanthropy as a distinct vehicle. No integration details with the investment office are publicly disclosed.

## Related profiles

- [3 Associates](https://altss.com/profile/3-associates)
- [39 North Capital](https://altss.com/profile/39-north-capital-bruckner-family-office)

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Last updated: 2026-08-10T15:54:10.904Z

Canonical page: https://altss.com/profile/tozer-and-co-tozer-family-office

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