# Willton Investment Group (Luo Family Office)

Willton Investment Group (Luo Family Office) is a Single Family Office based in New York, United States.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2015
- **Assets under management:** 1600 (Altss estimate)
- **Website:** willtongroup.com
- **LinkedIn:** https://www.linkedin.com/company/willton-investment-management

## Regulatory record

- **Reports private funds:** No

## About

Willton Investment Group was established in 2015 by Chris Luo. The firm manages wealth generated by the Luo family’s prior luxury condominium and mixed-use projects in East Asia. It operates exclusively as a single-family office with no external fund vehicles. The office deploys capital into U.S. multifamily acquisitions, value-add developments, and joint-venture equity. Asset classes include stabilized rental housing and ground-up projects. Confirmed holdings comprise Lumara in Phoenix developed with Toll Brothers Apartment Living, Aspire Apollo and Allure Apollo in Suitland, Maryland, and Westshore Marina in South Tampa, Florida. Activity remains limited to North America with a focus on direct co-investments and SPVs rather than fund commitments. AUM stands at $1.6 billion. The team includes Daniel Lu as SVP of Investments. No additional offices are disclosed. The Luo Family Foundation Inc. handles separate philanthropic activities. No operational events from the past 24 months appear in available records. The firm’s structure keeps investment decisions inside the family office without external limited partners or carried-interest vehicles. This setup allows direct control over real-estate joint ventures and avoids typical fund timelines.

## Sectors

- PropTech
- Real Estate

## People

- Chris Luo — CEO
- Daniel Lu — SVP of Investments

## Questions

### Who runs investment decisions at Willton Investment Group?

Chris Luo serves as CEO and founder. Daniel Lu acts as SVP of Investments. Decisions remain internal to the family office.

### How does Willton Investment Group source proprietary deal flow?

The firm relies on direct relationships with developers and joint-venture partners such as Toll Brothers Apartment Living.

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

The office executes direct co-investments and SPVs in multifamily properties. No fund commitments are disclosed.

### What investment stages does Willton Investment Group typically target?

Acquisitions, buyouts, development, and value-add execution in residential real estate.

### Does Willton Investment Group maintain philanthropic structures, and how are they separated?

The Luo Family Foundation Inc. conducts philanthropic work separately from the investment office.

### What is Willton Investment Group’s known posture on co-investments alongside external GPs?

The firm forms joint ventures directly with operating partners on specific assets rather than committing to external funds.

## Related profiles

- [Granite Park Capital](https://altss.com/profile/granite-park-capital-menowitz-family-office)
- [Ciccarelli Advisory Services](https://altss.com/profile/ciccarelli-advisory-services)

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

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