---
title: "Mt. Vernon Investments: Single-Family Office in Dallas"
description: "Mt. Vernon Investments, a single-family office in Dallas, United States. Key facts, people, strategy and news, from public filings, company sites and press."
url: https://vestdoor.com/family-office/mt-vernon-investments
updated: 2026-11-11
---

# 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) |

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## Latest investments

[Access Mt. Vernon Investments investments](https://vestdoor.com/app/signup)

## News

- 2023: Office adds Arch for alternative investment data
- 2013: 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) |

## Key facts

- **Type:** Single-family office
- **Headquarters:** Dallas, United States
- **Founded:** 2002
- **Investment portfolio:** more than $1bn (Date not stated)
- **Family:** Troutt family (Kenny and Lisa Troutt)
- **Source of wealth:** Excel Communications (long-distance telecom), sold to Teleglobe in 1998 for US$3.5bn
- **LinkedIn:** [Company page](https://www.linkedin.com/company/mt-vernon-investments)

## Listed in

- [Family offices in Dallas](https://vestdoor.com/family-offices/north-america/dallas)

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## 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.

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Markdown twin: https://vestdoor.com/family-office/mt-vernon-investments.md