Palmetto Capital

Palmetto Capital was founded on a simple belief: that Texas family offices deserve institutional-grade investment management delivered with personal high-touch partnership and regional understanding. We tailor every mandate to the individual needs, liquidity goals, and legacy objectives of the families we serve — designing strategies around them rather than fitting them into pre-set funds. Our partners work directly with family office principals and institutional allocators alike, ensuring transparency, accountability, and shared conviction in every decision. While our work remains centered on family offices, we operate with the same discipline, underwriting rigor, and structural precision expected by sophisticated institutional investors. This allows us to create opportunities in which families can invest confidently alongside institutional capital when appropriate, blending the relational trust of private partnership with the clarity and execution standards of institutional practice. The outcome is a model rooted in proximity — proximity to our investors, to our assets, and to the markets we know best — while still capable of bridging family and institutional perspectives where it enhances alignment and performance. Palmetto Capital is intentionally small, deliberately local, and uncommonly personal: managing capital not merely from an institutional perspective, but as a true family partner reinforced by institutional-quality discipline.