Mt. Vernon Investments
Single family office of Kenny and Lisa Troutt (8 family members, 3 generations; ~10 staff).
Decision makers
| Name | Role |
|---|---|
| Kenny Troutt | Chairman / patriarch and family office president (FB Magazine) |
Latest investments
| Company | Deal | When |
|---|
News
- Office adds Arch for alternative investment data
- Office implements Cogency accounting software
Investment strategy
Institutionalised investment function; master limited partnership structure so all family members participate across asset classes; allocations vary by age and risk tolerance
| Focus | Detail |
|---|---|
| Asset classes | Alternatives at least 60% of portfolio; also traditional assets |
| Direct vs funds | Mostly via alternative investment funds (reported in Arch) |
Questions
Frequently asked questions
- What type of organisation is Mt. Vernon Investments?
Mt. Vernon Investments is described as: Single family office of Kenny and Lisa Troutt (8 family members, 3 generations; ~10 staff).
- Where is Mt. Vernon Investments based?
Mt. Vernon Investments is headquartered in Dallas, United States.
- Which family is behind Mt. Vernon Investments?
Troutt family (Kenny and Lisa Troutt). Source of wealth: Excel Communications (long-distance telecom), sold to Teleglobe in 1998 for US$3.5bn.
- When was Mt. Vernon Investments founded?
2002.
- How large is Mt. Vernon Investments?
more than $1bn (Investment portfolio), date not stated by the source.
- Who runs Mt. Vernon Investments?
Public roles include Kenny Troutt (Chairman / patriarch and family office president (FB Magazine)).
- What does Mt. Vernon Investments invest in?
Institutionalised investment function; master limited partnership structure so all family members participate across asset classes; allocations vary by age and risk tolerance.