Insights

Family Capital Perot Investments is a family investment firm providing long-term capital and hands-on partnership with business owners and management, signaling a relationship-led sales approach and potential for evergreen mandate discussions.

Mid-market Focus Operating in the investment management space with revenue in the 50-100 million range and a relatively small team (11-50 employees) suggests opportunities to engage mid-market companies seeking scalable capital and strategic guidance.

Operational Tech Adoption of analytics and digital tools such as Alteryx, Tableau, Microsoft Azure and Adobe Experience Cloud indicates openness to data-driven processes; sales outreach can emphasize technology-enabled due diligence, reporting, and portfolio support.

Strategic Narratives Historical leadership connection to senior strategy roles and notable networks imply a value proposition centered on strategic transformation, governance support, and long-term value creation in portfolio companies.

Growth Readiness Recent headlines hint at leadership changes and a focus on sustained growth; target opportunities can focus on growth-stage businesses needing patient capital, strategic planning, and operational scaling.

Similar companies to Perot Investments

Perot Investments Tech Stack

Perot Investments uses 8 technology products and services including Alteryx, Tableau, WordPress, and more. Explore Perot Investments's tech stack below.

Perot Investments's Email Address Formats

Perot Investments uses at least 2 email formats:
Perot Investments Email FormatsExamplePercentage
First.Last@perot.comJohn.Doe@perot.com
81%
Last@perot.comDoe@perot.com
19%

Frequently Asked Questions

What is Perot Investments's phone number?

Minus sign iconPlus sign icon
You can contact Perot Investments's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Perot Investments's official website and social media links?

Minus sign iconPlus sign icon
Perot Investments's official website is perot.com and has social profiles on LinkedIn.

How much revenue does Perot Investments generate?

Minus sign iconPlus sign icon
As of October 2026, Perot Investments's annual revenue is estimated to be $50M - $100M.

What is Perot Investments's NAICS code?

Minus sign iconPlus sign icon
Perot Investments's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Perot Investments have currently?

Minus sign iconPlus sign icon
As of October 2026, Perot Investments has approximately 28 employees across 1 continents, including North America. Key team members include Family Office Chief Operating Officer And Portfolio Manager: B. R., Chairman: R. P. and Owner: T. B. Explore Perot Investments's employee directory with LeadIQ.

What industry does Perot Investments belong to?

Minus sign iconPlus sign icon
Perot Investments operates in the Investment Management industry.

What technology does Perot Investments use?

Minus sign iconPlus sign icon
Perot Investments's tech stack includes Alteryx, Tableau, WordPress, Adobe Experience Cloud, DocuSign, Cisco, Microsoft Azure and WP Engine.

What is Perot Investments's email format?

Minus sign iconPlus sign icon
Perot Investments's email format typically follows the pattern of First.Last@perot.com. Find more Perot Investments email formats with LeadIQ.
Perot Investments logo

Perot Investments

Investment ManagementTexas, United States11-50 Employees

Perot Investments operates as the trading name of Petrus Asset Management, a family-owned firm that partners with business owners and management teams to provide long-term capital and ongoing strategic backing. Its approach relies on decisiveness, perseverance, and flexibility to establish a foundation for companies to grow and contribute to their communities. Its heritage of entrepreneurship and culture of success shape how it engages with portfolio companies, reflecting a patient, thoughtful investment stance.

Its clients are business owners and management teams seeking patient capital and sustained support over the long term. In the investment management field, the firm is recognized as a patient partner that supports growth and long-term planning. The firm is based in Dallas, Texas, and maintains a relatively small team.

Section iconCompany Overview

Phone number
Website
perot.com
NAICS Code
5239 - Other Financial Investment Activities
Employees
11-50

Section iconFunding & Financials

  • $50M - $100M

    Perot Investments's revenue is estimated to be in the range of $50M - $100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.