Treaty Oak Equity LLC logo

Treaty Oak Equity LLC Employee Directory

Investment ManagementTexas, United States2-10 Employees

Treaty Oak Equity LLC is a small private investment firm based in Austin, Texas. It collaborates with privately held and family-owned businesses to address funding needs, ownership transitions, and succession planning, with a focus on preserving the organization’s legacy, culture, and values. The firm seeks long-term partnerships with management teams and emphasizes honesty, composure, creativity, accountability, and an outcomes-oriented approach. Its name references the Treaty Oak in downtown Austin, a symbol of local history and resilience. In 2022, Treaty Oak Equity LLC completed the acquisition of Boundless Immigration Inc.

Find Treaty Oak Equity LLC employees' phone numbers or email addresses

Treaty Oak Equity LLC Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Treaty Oak Equity LLC's Leadership

  • Stylized image of a person
    A. S.
    Vice President
    Phone icon
  • Stylized image of a person
    C. M.
    Managing Director
    Phone icon
  • Stylized image of a person
    A. M.
    Senior Associate
    Phone icon
  • Stylized image of a person
    B. W.
    Managing Member
    Phone icon

Treaty Oak Equity LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Finance
  • Accounting
  • Administrative
  • Other
  • Consultant
  • Analytics

Contact profiles from Treaty Oak Equity LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. S.
    Vice President
    Phone icon
    United StatesTexas
    Apr 10, 2026
  • Stylized image of a person
    C. M.
    Managing Director
    Phone icon
    United StatesTexas
    Apr 28, 2026
  • Stylized image of a person
    A. M.
    Senior Associate
    Phone icon
    United StatesTexas
    Apr 16, 2026
  • Stylized image of a person
    B. W.
    Managing Member
    Phone icon
    United StatesTexas
    May 12, 2025

Frequently Asked Questions

What is Treaty Oak Equity LLC known for?

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Treaty Oak Equity LLC operates in the Investment Management industry. Explore Treaty Oak Equity LLC's company overview page for more information.

What is Treaty Oak Equity LLC's most common email format?

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Treaty Oak Equity LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Treaty Oak Equity LLC email formats with LeadIQ.

How many employees does Treaty Oak Equity LLC have currently?

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Treaty Oak Equity LLC has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Treaty Oak Equity LLC's key employees and leadership?

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As of July 2026, Treaty Oak Equity LLC's key employees include:

  • Vice President: A. S.
  • Managing Director: C. M.
  • Senior Associate: A. M.
  • Managing Member: B. W.

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