Updated:
Westerman Family Office
Westerman Family Office was established in 2011 by the Westerman family. Howard G. Westerman Sr. built the underlying wealth through J-W Energy Company, a...
Westerman Family Office
Westerman Family Office was established in 2011 by the Westerman family. Howard G. Westerman Sr. built the underlying wealth through J-W Energy Company, a Dallas-area provider of natural gas compression and energy services. The office deploys capital through direct co-investments, SPVs, fund-of-funds commitments and hedge fund allocations. Holdings span private equity, real estate, natural resources and philanthropic vehicles. Geographic reach covers North America and Oceania. Confirmed sector exposure includes Healthcare Services, FinTech, Energy Transition & Renewables and AgriTech & FoodTech. The Westerman Foundation operates alongside the office. Multiple family members hold trustee or director roles. No verifiable operational events from the last 24 months appear in available records.
General information
Firm type
Single Family Office
Year founded
2011
Location
Region
North America
Country
United States
City
Addison
Corporate office
Addison, TX, United States
Principals
Howard G. Westerman Sr.
Founder
Paul D. Westerman
Trustee and Director
Avril Westerman
Chief Investment Officer
Katy Berger
President
Sector focus
Frequently asked questions
Who runs investment decisions at Westerman Family Office?
Avril Westerman holds the Chief Investment Officer title. Paul D. Westerman serves as Trustee and Director. Katy Berger acts as President of the LLC.
Where does the underlying wealth come from?
The fortune originates from J-W Energy Company, the natural gas compression and energy services business founded by Howard G. Westerman Sr.
Does Westerman Family Office participate in fund commitments or only direct deals?
The office uses both direct co-investments and SPVs as well as fund-of-funds commitments.
What investment stages does Westerman Family Office typically target?
The firm focuses on long-term holdings without a stated preference for early-stage or late-stage opportunities.
Does Westerman Family Office maintain philanthropic structures?
The Westerman Foundation exists as a separate philanthropic vehicle.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: