Stokes Family Office
Investment Details
Investor Type
Family Office
Asset Class Focus
Private Equity, Real Estate, Fixed Income (Debt and Bonds), Hedge Funds, Venture Capital
Stage Focus
Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Consumer Goods
- Real Estate
- Materials
- Telecommunications
- Utilities
- Media
- Retail
- Transportation
- Financial Technology
- Biotechnology
- Industrial Goods
Investment Size:
500,000 to 10,000,000 USD
Investor Details Founded: 1987
Stokes Family Office is a 100% family-owned SEC-registered investment adviser based in New Orleans, managing over $3 billion in assets. The firm has been recognized by Forbes as one of America's Top Registered Investment Advisory firms for four consecutive years, ranking #40 in 2023. They focus on long-term client relationships and have been operating in the New Orleans area for over 35 years.
The firm offers a comprehensive suite of services, including financial planning, portfolio construction, tax and estate planning, and partner coordination. They emphasize a client-first, relationship-building strategy, aiming to create relationships measured in decades. Their team integrates financial planning, portfolio construction, tax and estate coordination, and direct investment sourcing to support long-term capital preservation and growth.
Stokes Family Office has been recognized by Forbes as one of America's Top Registered Investment Advisory firms for four consecutive years, ranking #40 in 2023. They focus on long-term client relationships and have been operating in the New Orleans area for over 35 years. Their team integrates financial planning, portfolio construction, tax and estate coordination, and direct investment sourcing to support long-term capital preservation and growth.
Requirements
- Accredited investors only
- Long-term investment horizon
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Email Hidden]
[Contact Number Hidden]
Portfolio Companies
- Stokes Asset Management
- Stokes Institutional
Mentioned In
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$49.95
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$14.95
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$19.95
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$24.95
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