# Treaty Oak Equity

Treaty Oak Equity is a Multi Family Office based in Austin, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** 1012 Rio Grande, Austin, TX 78701
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** treatyoakequity.com
- **LinkedIn:** https://www.linkedin.com/company/treatyoakequity

## Regulatory record

- **CRD number:** 300338
- **SEC file number:** 802-127804
- **Registration status:** ACTIVE
- **Latest Form ADV filing:** 2026-03-11T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300338

## About

Treaty Oak Equity was established in 2017 by Ben Williams. It receives commitments from two large Texas single-family offices and deploys that capital through control-oriented private equity transactions. The firm targets lower-middle-market businesses and deploys capital across business services, industrials, consumer products and distribution. Investment structures include management buyouts, growth equity and succession transactions. Confirmed holdings include Boundless Network, D.J.'s Boudain, ProFire Alliance and Integrity Project Services. Realized positions include Stan's Heating & Air Conditioning and Wagner Mechanical. Activity remains concentrated in North America with repeated execution inside Texas and New Mexico. The Austin headquarters at 1012 Rio Grande houses the operating team. Ben Williams serves as managing director and founder while Chris Mason and Aaron Hamer hold managing director and operating partner titles respectively. The firm participates in the Association for Corporate Growth Houston chapter. No material leadership or vehicle changes have been recorded in the last twenty-four months. Treaty Oak Equity maintains a hybrid mandate that blends single-family capital with multi-family execution. This structure permits direct control investments without external fund vehicles and allows co-investment alongside partners such as Hilltop Opportunity Partners and Point Rider Capital Management on selected transactions.

## Sectors

- Business Services
- Industrials
- Consumer Products
- Distribution

## People

- Ben Williams — Managing Director and Founder
- Chris Mason — Managing Director
- Aaron Hamer — Operating Partner

## Questions

### Who runs investment decisions at Treaty Oak Equity?

Ben Williams serves as managing director and founder. Chris Mason acts as managing director and Aaron Hamer serves as operating partner.

### How does Treaty Oak Equity source proprietary deal flow?

The firm draws on networks within Texas single-family offices and maintains active membership in the Association for Corporate Growth Houston chapter.

### Does Treaty Oak Equity participate in fund commitments or only direct deals?

The firm executes direct control investments and has partnered with co-investors on specific acquisitions such as Stan's Heating & Air Conditioning and Boundless Network.

### What investment stages does Treaty Oak Equity typically target?

The firm focuses on management buyouts, growth equity and succession transactions in lower-middle-market companies.

### What is Treaty Oak Equity's known posture on co-investments alongside external GPs?

The firm has completed transactions alongside Hilltop Opportunity Partners and Point Rider Capital Management.

## Related profiles

- [Treasure Capital Asia](https://altss.com/profile/treasure-capital-asia)
- [Treehouse Investments](https://altss.com/profile/treehouse-investments-bangasser-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/treaty-oak-equity-llc

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