Fundraising FoxBald Eagle
Family officeActively deployingSan Francisco · 3 people tracked
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Investment thesis
Bald Eagle Holdings is a family-led investment firm pursuing selective partnerships, strategic private investments, and generational stewardship. Its mission centers on preserving and growing capital through disciplined, discreet, high-impact advisory, supported by expertise in due diligence, deal structuring, quality-of-earnings analysis, and complex tax strategy. The firm emphasizes building durable structures, nurturing long-term partnerships, and making decisions that preserve opportunity across generations.
Source: firm website, verified Oct 26, 2026.
Team · 3 people
from the firm's website & public directories
Chairman of Bald Eagle Holdings, where he leads long-term strategy, oversees capital allocation, and advises on tax, M&A, and private enterprise matters. A CPA with USC degrees, he teaches corporate taxation at USC's Marshall School of Business and previously led M&A and tax groups at Big Four and middle-market advisory firms and served as CFO of his family's multi-state media company.
Frequently asked questions
- What sectors does Bald Eagle focus on?
- Bald Eagle focuses on PropTech.
- Where is Bald Eagle located?
- Bald Eagle is headquartered in San Francisco, US.
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