About Investments Contact Family Portal →
Est. 1999 · Private Family Office

Patel Holdings

Multigenerational Wealth, Global Vision

A distinguished private family firm with a rich history of strategic investments, operating businesses, and global ventures — built to endure across generations.

Our Portfolio Family Portal →
Scroll
$348M
Assets Under Management
25+
Years of Excellence
4
Global Office Locations
25%
Year-over-Year Growth

A Legacy Built on
Disciplined Capital

Patel Holdings is a private multigenerational family firm diversifying wealth across investment funds, operating businesses, real estate, and global ventures. Our approach centers on capital preservation and long-term compounding.

Investment Philosophy

We focus on diversified asset allocation across traditional and alternative investments, with particular emphasis on real estate, hospitality, and emerging markets. Every decision is made through a generational lens — not a quarterly one.

Our Vision

To create sustainable wealth while upholding family values and contributing to economic growth across the communities and economies we serve worldwide.

Family News & Updates
October 10, 2025
Retail & Beverage Portfolio Expanded with Acquisitions in the New York–New Jersey Metro Area
April 7, 2025
Addressing Market Volatility: Navigating Choppy Waters with a Long-Term Vision
February 15, 2025
PH Board Proposes Third Generation Leadership Integration Program
February 1, 2024
Annual Year-End Gala Celebrates Legacy of Multi-Generational Wealth Creation
View All Updates →

Diversified Across
Five Pillars

🏢
Operating Businesses
Motels, gas stations, liquor stores, franchise chains, and entertainment ventures across the US and Canada, diversified by geography and industry.
$97.5M
AUM · 28.0% of portfolio
📈
Growing Family Fund
Primary equity fund with diversified exposure across asset classes, managed in-house with a long-term growth focus and generational time horizon.
$83.3M
AUM · 23.9% of portfolio
🏗️
Real Estate Holdings
Residential, multifamily, and hospitality assets in high-performing markets, allocated for consistent cash flow and long-term appreciation.
$67.6M
AUM · 19.4% of portfolio
🌐
International Holdings
Overseas assets across Canada, UK, India, France, and Australia — including land, real estate, and private businesses for global diversification.
$59.6M
AUM · 17.1% of portfolio
Bright Future Fund
Next-generation investment vehicle designed for flexibility, liquidity, and innovation — seeding the foundation for the family's third generation of wealth.
$40.0M
AUM · 11.5% of portfolio
🔐
Family Portal
Authorized family members and stakeholders can access live performance data, equity positions, fund breakdowns, and private reports.
Sign In →

Four Offices Worldwide

Americas
New York
200 Park Ave, New York, NY 10166
Americas
Toronto
119 Spadina Ave, ON M5V 2L1, Canada
Europe
London
50 Jermyn St, St. James's, SW1Y 6LX
Asia-Pacific
Anand
Vithal Udyognagar, GIDC, Gujarat 388001