FI  Quail Lake Capital Management

     Office Locations:

15725 North Dallas Parkway, Suite 230
Dallas, TX 75001
Phone: 972-866-2131



  • Middle Market



  • Business Services
  • Manufacturing & Industrial
  • Real Estate & Construction



    Quail Lake Capital Management, LLC is a privately held family investment office that was founded in 2012. Its principals make direct investments with seasoned management teams and participate in established funds that can efficiently and consistently deploy capital into an array of strategies and industries. Quail Lake engages in a broad range of investment activities and has the flexibility to invest in a wide variety of asset classes. The goal is to build a diversified investment portfolio that is positioned for long term capital appreciation. The firm is affiliated with Phoenix Capital Management, a Private Equity Real Estate operation.

    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Keller Reese Associate
    Matthew Ogle Chief Investment Officer
    Sam Perry CFO
    Stephanie Wallace ANALYST


    Portfolio companies include:


    Recent News:

      There is no recent news for Quail Lake Capital Management.