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Trawalla Group
Trawalla Group operates as the single-family office for the Schwartz family. Alan Schwartz AO serves as Managing Director and Chair. Carol Schwartz AO holds...
Trawalla Group
Trawalla Group operates as the single-family office for the Schwartz family. Alan Schwartz AO serves as Managing Director and Chair. Carol Schwartz AO holds the Chair title as well. The office deploys across private equity, venture capital, real estate and public markets. It participates in direct co-investments, SPVs, fund-of-funds mandates and philanthropic vehicles. Confirmed holdings include Parliament Square and The Tasman Hotel in Hobart plus 167 Flinders Lane in Melbourne. Investment stages span seed through Series B with geographic focus limited to Oceania. The firm lists five named directors and maintains memberships in YPO and Chief Executive Women. It also holds a former chair role at Philanthropy Australia. No recent operational events from the last 24 months appear in available records. Trawalla Group separates its investment activities from the Trawalla Foundation, allowing distinct governance for mission-related capital.
General information
Firm type
Single Family Office
Year founded
2007
AUM
Undisclosed
Location
Region
Oceania
Country
Australia
City
Melbourne
Corporate office
Melbourne, Australia
Principals
Alan Schwartz AO
Managing Director and Chair
Carol Schwartz AO
Chair
Simon Jones
Chair of the board
Brian Delaney
Non-executive Director
Annette Kimmitt AM
Non-executive Director
Sector focus
Frequently asked questions
Who runs investment decisions at Trawalla Group?
Alan Schwartz AO serves as Managing Director and Chair. Carol Schwartz AO and Simon Jones also sit on the board.
Does Trawalla Group participate in fund commitments or only direct deals?
The firm uses both direct co-investments and SPVs alongside fund-of-funds commitments.
What investment stages does Trawalla Group typically target?
The office targets growth, seed, Series A and Series B opportunities.
Where does the underlying wealth come from?
Wealth origin is not publicly disclosed beyond attribution to the Schwartz family principals.
Does Trawalla Group maintain philanthropic structures, and how are they separated?
The firm operates the Trawalla Foundation as a distinct vehicle for philanthropic and impact allocations.
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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