Trawalla Group
Melbourne family office of Alan and Carol Schwartz, set up in 2007 to manage the Schwartz family's investments and philanthropy (Trawalla Foundation).
USEFUL FOR Fund managers raising capital · Co-investors
Family & background
- FAMILY
- Schwartz
- HEADQUARTERS
- Melbourne, Australia
- FOUNDED
- 2007
Investment approach
- GEOGRAPHY
- Australia
- ROUTES
- Companies (own capital) · Funds (as LP)
- STRATEGIES
- Direct investmentsVenture capitalReal estateFunds (as LP)
Overview
Trawalla Group is the Schwartz family office, established in Melbourne in 2007 by Alan and Carol Schwartz to manage the family's investments and philanthropy. It has helped incubate and grow investment managers including Qualitas, Armitage Associates and Wollemi Capital, backs entrepreneurial companies such as NXT Bioscience, FoodByUs and Allume, and holds property assets. It also runs a Female-Led Ventures portfolio investing in female fund managers and founders, and the Trawalla Foundation.
Investment thesis
Invest at the intersection of people and vision with exceptional partners to build purposeful, long-term enterprises, bringing strategic partnership and patient capital.
Holdings & investments (8)
- QualitasReal Estate & PropTech
- Armitage Associates
- Wollemi CapitalClimate & Energy
- NXT BioscienceFood & Agriculture
- FoodByUsSoftware & SaaS
- AllumeClimate & Energy
- Rydges Bathurst Mount Panorama HotelReal Estate & PropTech
- Victoria Street, North MelbourneReal Estate & PropTech
People
- Patrick O'ReillyInvestment Director · source
- Anil BalaStrategy and Investment Manager · source
- Chenelle TanglaoFemale Led Ventures Investment Director · source
- Alan SchwartzChair · source
- Simon JonesLead Independent Director · source
- Carol SchwartzDirector · source
- Kevin SlomoiNon-Executive Director · source
- Annette KimmittNon-Executive Director · source
- Brian DelaneyNon-Executive Director · source
- Elise GoldCEO · source
- Kathy EllisCFO · source
- Ross DeamProperty Advisor · source
Frequently asked questions
Trawalla Group is a single family office based in Melbourne, Australia, founded in 2007.
Trawalla Group invests on behalf of the Schwartz family.
Trawalla Group invests its own capital into companies and in third-party funds as an LP. Its stated asset mix includes direct investments, venture capital, real estate and funds (as lp).
Trawalla Group invests in Climate & Energy, Food & Agriculture, Real Estate & PropTech, Software & SaaS and Fintech.
Key people at Trawalla Group include Alan Schwartz (Chair), Simon Jones (Lead Independent Director), Carol Schwartz (Director) and Kevin Slomoi (Non-Executive Director).
Trawalla Group's holdings and investments include Qualitas, Armitage Associates, Wollemi Capital, NXT Bioscience, FoodByUs, Allume, Rydges Bathurst Mount Panorama Hotel and Victoria Street, North Melbourne.