Tavistock Group founded 1975 by Joe Lewis; global family office w/ c.$8bn AUM, 200+ portfolio assets, 38 staff incl. 18 partners. Key holdings: Lake Nona (Orlando, 17 sq mi mixed-use dev), Tottenham Hotspur (via ENIC), Tavistock Restaurant Collection (15+ upscale brands), Ultimate Finance, Freebirds. HQ: Nassau, Bahamas; ops in 13 countries. Co-CEOs: Beucher, Levy; CFO: Weaver.
Investment Focus
Investment Thesis
Global diversified family office. Primary sectors: real estate, hospitality, agriculture, financial services, life sciences, sports, retail, energy. Strategy: opportunistic, hands-on, long-term value creation. 200+ assets across 13 countries. Recent tech investments incl. Calcey (software, Jul 2025), Break Sports, KinoTek. Avoids: unclear constraints evident. AUM est. $8bn+. Stage: growth-stage, mature buyouts, strategic acquisitions.
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