Single Family OfficeRIA · CRD 126955SEC-Registered

Updated:

Westcott Investment Group

Westcott Investment Group was founded in 1996 by Carl Westcott to manage family capital after his exits from multiple operating businesses. Court Westcott...

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Westcott Investment Group

Westcott Investment Group was founded in 1996 by Carl Westcott to manage family capital after his exits from multiple operating businesses. Court Westcott serves as managing partner alongside his brother Chart Westcott and long-time partner Jack Smith. The office maintains a Dallas headquarters and invests globally. The firm allocates across private equity buyouts, growth equity, seed and venture capital, real estate, and private credit. It executes direct co-investments and SPVs rather than fund-of-funds commitments. Confirmed positions include stakes alongside Capital Factory in Texas startups and multiple Dallas-area commercial properties such as The Mark at Midtown Park and 100 Crescent Court. Geographic reach covers North America, Europe, Asia, and select markets in Africa and South America. The office employs a compact team of family principals and operating partners. It holds additional real-estate assets including Alta Midtown Park, Hartwell Ridge, and Montecito Mansion. Chart Westcott also co-founded Ikarian Capital. Court Westcott maintains membership in YPO Lonestar Dallas. No material operational changes occurred in the last 24 months. The family office structure keeps investment decisions inside the Westcott family with direct principal oversight. This setup allows rapid commitment to both control buyouts and early-stage SPVs without external LP reporting cycles.

General information

Firm type

Single Family Office

Year founded

1996

AUM

2.1B (Altss estimate)

Location

Region

North America

Country

United States

City

Danielson

Corporate office

Dallas, TX, United States

Principals

Carl Westcott

Founder

Court Westcott

Managing Partner

Chart Westcott

Managing Partner

Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.

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Sector focus

Private EquityReal EstateVenture CapitalFinTechDigital HealthPropTechEnergy Transition & Renewables

Frequently asked questions

Who runs investment decisions at Westcott Investment Group?

Court Westcott serves as managing partner and leads day-to-day investment activity. Carl Westcott remains founder and Jack Smith serves as president. Decisions stay within the family principal group.

How does Westcott Investment Group source proprietary deal flow?

Court Westcott co-invests regularly with Capital Factory in the Texas ecosystem. The office also draws on long-standing operating relationships from Carl Westcott's prior businesses.

Does Westcott Investment Group participate in fund commitments or only direct deals?

The firm executes direct co-investments and SPVs. It does not run a fund-of-funds program.

What investment stages does Westcott Investment Group typically target?

The office covers buyouts, growth equity, seed, and venture capital. It also allocates to real estate and distressed situations.

Where does the underlying wealth come from?

Capital originated from Carl Westcott's exits in a 17-dealership automotive chain, the original 1-800-FLOWERS business, and Westcott Communications.

Does Westcott Investment Group maintain philanthropic structures?

The Westcott Foundation exists as a separate vehicle. Family members also support the Sixth Floor Museum and Horatio Alger Association.

What is Westcott Investment Group's known posture on co-investments alongside external GPs?

The office frequently joins Capital Factory and other Texas-focused partners in direct SPVs. It maintains flexibility to lead or follow depending on the opportunity.

Profile maintained by 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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