Perot Investments

What Perot Investments does

Perot Investments, doing business as Petrus Asset Management, is a privately held family investment firm that manages long-term capital for the H. Ross Perot family and affiliated trusts through Petrus Trust Company, LTA, a Texas limited trust association. The firm does not provide investment advisory services to third-party clients and sources investment opportunities exclusively through direct relationships and referrals. Its core proposition is patient capital with a generational time horizon, deployed alongside business owners and management teams across the capital structure and at all stages of a company's life cycle.

The firm's holdings include wholly owned operating subsidiaries (Petrus Aviation, a commercial aviation finance and leasing company focused on passenger and cargo aircraft, engines, and parts; and GuideIt, a field services and technology solutions business) alongside minority equity positions in Cricut (a publicly listed crafting and design technology company whose revenue grew from approximately $50 million in 2013 to over $700 million under Perot's long-term partnership), Vector Capital (technology-focused private equity), Bowie Capital (investment management), Incline Energy Partners (energy), and Griffin Gaming Partners (gaming and interactive entertainment). The firm invests across public equities, public and private debt, structured products, derivatives, and direct private equity, with operational teams dedicated to each business line.

Perot's revenue model is unconventional: as a single-family office it does not earn third-party management fees, and its operating economics are driven by investment returns on the family's balance sheet plus operating revenue from wholly owned subsidiaries (principally Petrus Aviation). The team of 11–50 professionals operates from the Perot Campus in Dallas, Texas, with leadership drawn from major financial institutions including Goldman Sachs, Elliott Management, OZ Management/Sculptor Capital, Carlyle Group, Silver Lake, Siris Capital, Carlson Capital, and Highland Capital, alongside specialist aviation and legal personnel for Petrus Aviation.

Name

Perot Investments

Legal name

Petrus Asset Management Company, a division of Petrus Trust Company, LTA, a Texas limited trust association

Website

https://perot.com

Company type

Private

Founded year

1962

Operating status

Operating

Headcount range

11–50 employees

Short description

Perot Investments (d/b/a Petrus Asset Management) is a Dallas-based family investment firm managing long-term, patient capital for the H. Ross Perot family. It invests across public and private markets, wholly owns Petrus Aviation and GuideIt, and holds minority stakes in Cricut and several PE firms.

Ownership category

akta.pro rank

Headquarters

HQ city

Plano

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Others

Core offering

Perot Investments (operating as Petrus Asset Management) is a private family investment firm that manages investment funds for the H. Ross Perot family across public and private markets. It provides long-term capital and strategic partnership to business owners and management teams, operating through its core investment management division and a wholly-owned subsidiary, Petrus Aviation, which finances the leasing and trading of commercial passenger and cargo aircraft, engines, and related parts. The firm does not provide investment advisory services to third-party clients.

Product overview

Perot Investments (d/b/a Petrus Asset Management) is a family investment firm offering long-term capital and support to business owners and management teams. The company operates through its core investment management division (Petrus Asset Management) and subsidiary businesses including Petrus Aviation (commercial aviation finance for aircraft leasing and trading). The investment firm also maintains a portfolio of public and private investments across various sectors.

Differentiator

Problem solved

Functional benefit

Products and services

• Petrus Asset Management (Long-term Capital and Strategic Partnership)

Segments1 record

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Petrus AviationcoreOthersPetrus Aviation is a commercial aviation finance company owned by Perot Investments. It provides capital supporting the leasing and trading of commercial passenger and cargo aircraft, engines and other parts. The fleet comprises various mainline wide-body and narrow-body aircraft, regional jets and turboprops.

Recent moves10 records

Expansion highlights5 records

Direct peers

• Koch Disruptive Technologies: Koch family's direct investment arm deploying patient family capital into growth and technology — comparable to Perot in family-office scale, multi-strategy mandate, and willingness to take large, long-duration positions.
• Soros Fund Management: George Soros's family investment firm operating as a multi-strategy global asset manager — comparable to Perot in single-family governance, broad mandate across public/private markets, and long-horizon capital allocation.
• Duquesne Family Office: Stanley Druckenmiller's single-family investment office managing concentrated public and private investments — directly comparable to Perot/Petrus in structure, multi-strategy mandate, and family-balance-sheet-driven capital.
• Emerson Collective: Laurene Powell Jobs's family office investing across public/private markets and operating businesses — structurally analogous to Perot/Petrus as a family-controlled investment platform combining financial investments with operating exposure.
• Cascade Investment: Bill Gates's family investment vehicle managing diversified public/private holdings — directly comparable to Perot in single-family office structure, multi-asset-class mandate, and long-duration capital base.
• Vulcan Capital: Paul Allen estate's investment vehicle managing diversified holdings across public/private markets — closely comparable to Perot in single-family governance, multi-asset-class mandate, and long-duration family capital.

Regional players

• Hilltop Holdings: Tom Hicks's Dallas-based holding company with diversified financial services and investments — a regional/Texas-based family-controlled investment platform structurally similar to Perot Investments, though with broader operating-company exposure.

Broad incumbents

• Brown Brothers Harriman: Long-standing private partnership offering wealth management and investment services to families and institutions — comparable to Perot in private partnership structure, multi-generational client relationships, and emphasis on stewardship.
• Allen & Company: Private investment bank advising family-controlled and founder-led businesses — comparable to Perot in serving entrepreneur/family-owned enterprises with deep, relationship-driven capital and advisory services.

Emerging players

• Indus Capital Partners: Independent multi-strategy investment firm managing long/short equity and credit — overlapping with Perot's multi-strategy mandate and use of external talent with Goldman/Elliott-style backgrounds, though structured as a third-party asset manager rather than a family office.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments5 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Perot Investments