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Ferrell Capital, Inc.
Multifamily office listing in Leawood, Kansas, United States.
- Headquarters
- Leawood, KS
Ferrell Capital, Inc. was formed by the Ferrell family to manage family affairs and protect the family legacy.1
Overview
The organization is based in Leawood, Kansas.1 It provides investment support to Ferrell family members and affiliate entities.1 Its work combines investment oversight with professional and administrative support for the family.1
History
James E. “Jim” Ferrell took over his father’s butane company in 1965.2 The later family business became Ferrellgas, Inc.2 In 1994, Ferrellgas became a publicly traded master limited partnership after nearly half of the company was offered on the New York Stock Exchange under the symbol “FGP.”2 Jim Ferrell led formation of the Ferrell Companies Inc. Employee Stock Ownership Plan in 1998.2 Ferrell Capital, Inc. was created after that ESOP transaction.2 The family office has provided asset management and investment services for the Ferrell family.2
The firm lists historical investment areas including real estate, banking, investment advisory services, private equity, and other passive and active assets.2
Timeline
- 1965“Jim” Ferrell took over his father’s butane company in 1965.
- 1994In 1994, Ferrellgas became a publicly traded master limited partnership after nearly half of the company was offered on the New York Stock Exchange under the symbol “FGP.” Jim Ferrell led formation of the Ferrell Companies Inc.
- 1998Employee Stock Ownership Plan in 1998.
Leadership
The firm’s history identifies James E. “Jim” Ferrell as the person who took over the family’s butane company in 1965 and led formation of the Ferrell Companies Inc. Employee Stock Ownership Plan in 1998.2
Services
Ferrell Capital states that its investment support includes oversight of operating businesses, asset allocation, manager and investment selection, discretionary management, and formation and management of investment vehicles.1 Its professional and administrative services include tax advice, estate planning, education, succession planning, budgeting, and coordination of professional relationships for family members.1 The firm says it continually seeks opportunistic investments for the Ferrell family.
What the firm offers
- Tax planning
- Estate planning
- Administration and bill pay
Client focus
The firm describes its work as serving Ferrell family members and affiliate entities.1 Its stated professional services support family planning, education, succession, budgeting, and relationships with outside professionals.1
Investment philosophy and approach
The firm says its approach includes oversight of operating businesses, asset allocation, manager and investment selection, discretionary management, and the creation and management of investment vehicles.1 Its history describes investment activity across real estate, banking, investment advisory services, private equity, and other passive and active assets.2
FAQs
What is Ferrell Capital?
Ferrell Capital is an organization formed by the Ferrell family to manage financial, business, and personal affairs and protect the family legacy.1
Who does Ferrell Capital support?
The firm provides investment support to family members and affiliate entities.1
What additional services does it provide?
The firm lists tax advice, estate planning, education, succession planning, budgeting, and coordination of professional relationships.1
Related resources
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Sources
This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.
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