Patrick Ventures Family Office

What Patrick Ventures Family Office does

Patrick Ventures LLC is a privately held, single-family office headquartered in Scottsdale, Arizona, founded by Patrick O'Meara after a period of successful real estate investing. The firm deploys patient capital across three primary investment verticals: private equity partnerships with general partners, direct co-investments alongside portfolio companies, and real estate investments leveraging established relationships with owners, operators, developers, and tenants. Beyond capital deployment, the firm offers financial and strategic consulting, mergers and acquisitions advisory, and fairness opinions as professional service lines.

The portfolio currently spans 16 featured investments across diverse sectors including finance (Integro Bank, Asteroza Capital, Zinc Income Fund), consumer products (Laundry Sauce), technology (Fasetto, CIRQ), senior living (Acanthus Senior Living), banking (Audio CU), payments (Maxanapay), real estate (Taylor Street, Universe Holdings, Elk Development), electric vehicles (Eli Electric Vehicles), and tiny homes (United Tiny Homes, Winpra). Securities are distributed through a partnership with Finalis Securities LLC, a registered broker-dealer and FINRA/SIPC member, since Patrick Ventures itself is not a registered broker-dealer.

The go-to-market model is relationship-driven and consultative, with a four-person team sourcing deals through direct outreach to GPs, entrepreneurs, and real estate operators. Pricing is not publicly disclosed; investment amounts and advisory fees are determined case by case. The firm has no disclosed revenue, AUM, or funding data and operates with a small, founder-led structure concentrated in a single U.S. geography.

Name

Patrick Ventures Family Office

Legal name

Patrick Ventures LLC

Website

https://patrickventures.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Patrick Ventures is a Scottsdale-based family office that deploys capital via private equity partnerships, direct co-investments, and real estate projects, while offering M&A advisory and fairness opinions to clients.

Ownership category

akta.pro rank

Product category

Family Office Investment Services

NAICS

Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)

SIC

Investors, Nec (6799), Investment Advice (6282)

akta.pro industry

PRIMARYFSAAADAA

Single-Family Offices (SFOs)

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

SECONDARYFSAAADAH

Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest)

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

Keywords

• Private equity partnerships
• Direct co-investments
• Real estate investing
• Mergers acquisitions advisory
• Strategic consulting services

Headquarters

HQ city

Scottsdale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Investment Returns: Returns generated from private equity partnerships, direct co-investments, and real estate investments across portfolio companies including Taylor Street, Asteroza Capital, Acanthus Senior Living, Winpra, Laundry Sauce, Universe Holdings, Fasetto, Integro Bank, Zinc Income Fund, CIRQ, United Tiny Homes, Eli Electric Vehicles, Elk Development, Audio CU, Farmland, and MaxanaPay.
2. Financial and Strategic Consulting Services: Provides financial and strategic consulting services, mergers and acquisitions services, and fairness opinions to clients. Revenue generated from professional service fees.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Patrick Ventures is a family office that deploys capital through private equity partnerships, direct co-investments, and real estate investments alongside a portfolio of approximately 16 companies across finance, technology, consumer products, senior living, banking, and electric vehicles. The firm also provides financial and strategic consulting, mergers and acquisitions advisory, and fairness opinions to partner companies and clients.

Product overview

Patrick Ventures is a family office investment firm that operates as a single unified offering focused on capital partnership and strategic growth. The company provides financial and strategic consulting services, mergers and acquisitions services, and fairness opinions as core advisory products. Its investment activities span three primary verticals: Private Equity Partnerships (collaborative exposure to private investments with general partners), Direct Co-Investments (strategic investment opportunities alongside portfolio companies), and Real Estate Investments (projects leveraging industry relationships). The firm also maintains a diverse portfolio of featured investments including Taylor Street, Asteroza Capital, Acanthus Senior Living, Winpra, Laundry Sauce, Universe Holdings, Fasetto, Integro Bank, Zinc Income Fund, CIRQ, United Tiny Homes, Eli Electric Vehicles, Elk Development, Audio CU, Farmland, and Maxana Pay.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Equity Partnerships Investment offering under which Patrick Ventures partners with general partners (GPs) for collaborative exposure to private investments, targeting long-term capital appreciation and revenue generation. Intended for private equity fund managers seeking aligned co-investment capital.
• Direct Co-Investments Investment offering where Patrick Ventures participates in opportunities that embody strategic values to the Patrick Ventures family of businesses where the firm can add additional value. Intended for visionary entrepreneurs and businesses seeking aligned direct investment capital.
• Real Estate Investments Investment offering through which Patrick Ventures leverages long-standing relationships with owners, operators, developers, and tenants to invest in projects where the firm maintains a strategic advantage. Intended for real estate owners, operators, developers, and tenants seeking a relationship-driven capital partner.
• Strategic Consulting Services Financial and strategic consulting services provided to partner companies and clients. Offered as a paid professional service to support strategic growth, capital allocation, and business development initiatives.
• Mergers and Acquisitions Services M&A advisory offering that includes transaction support and fairness opinions for clients and partner companies. Provided as a paid professional service on a case-by-case basis.

Segments3 records

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.

• Finalis Securities LLCcoreChannel Partner/ Reseller/ DistributorSecurities are offered through Finalis Securities LLC Member FINRA/SIPC. Patrick Ventures LLC is not a registered broker-dealer, and Finalis Securities LLC and Patrick Ventures LLC are separate, unaffiliated entities. This partnership enables Patrick Ventures to distribute securities to qualified investors.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Direct peers

• Mercato Partners: A privately held investment firm that makes growth-stage and venture investments alongside operators, comparable in scale and multi-vertical deal sourcing to Patrick Ventures.
• Calera Capital: A lower middle-market private equity firm focused on operating partnerships, overlapping with the firm on privately negotiated, relationship-driven direct investments.
• Tailwind Capital Partners: A middle-market private investment firm executing direct investments and co-investments in operating companies, akin in deal structure and relationship-led sourcing.
• Sopris Capital: A small privately held investment firm with a flexible capital mandate spanning growth and structured capital, similar in team size and direct-investment orientation.
• Catalyst Capital Group: A privately held investment firm making direct and partnership-driven investments across sectors, comparable in multi-vertical portfolio construction.
• Pritzker Private Capital: A family-office-backed private investment firm that partners with operating companies through direct acquisitions and co-investments, structurally similar to Patrick Ventures' sponsor/co-invest model.
• DFW Capital Partners: A middle-market private investment firm making direct equity and co-investments in operating businesses, structurally comparable in deal size and partner-led engagement.

Broad incumbents

• Stone Point Capital: A larger, established private investment firm focused on financial services and direct co-investments, broader in scale but overlapping with Patrick Ventures' co-invest and financial-services holdings.
• Ares Private Markets Group: A large diversified alternatives manager running multi-manager and direct-investment platforms, comparable as a broad incumbent offering co-invest exposure to family-office capital.

Others

• Mercator Capital Advisors: A middle-market investment bank providing M&A advisory and fairness opinions, comparable on the advisory services side rather than principal investing.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/patrickventuresfo

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Patrick Ventures Family Office