Family Office Directory

The family office directory for dealmakers.

Family office profiles — assets under management, headquarters, asset-class focus, and decision-makers. Get access for contacts, warm paths, and the full mandate.

Soros Economic Development Fund (SEDF)

$50M-$250M
New York, New York

The Soros Economic Development Fund (SEDF) is the impact investment arm of the Open Society Foundations. Established in 1997 by Ge

View profile

Steyn Group

$50M-$250M
London

Steyn Group is a single-family office based in the UK.

View profile

Great Lakes Wealth (GLW)

$50M-$250M
Northville, Michigan

Great Lakes Wealth was founded in 2016 and is headquartered in Northville, Michigan, US.The firm’s investment approach is led by C

View profile

CenterPoint Energy Inc. Post-Retirement Benefit Plans

$50M-$250M
Houston, Texas

CenterPoint Energy Inc. Post-Retirement Benefit Plans provides health care and life insurance benefits, which are a combination of

View profile

Newport

$133M
Lake Mary, Florida

Newport is a wealth management firm founded in 1984 and headquartered in Walnut Creek, California, US. The firm is a provider of p

View profile

Five Eleven Partners

$50M-$250M
Garden City, New York

Founded by Andrew Crofton and Scott Essex in 2025, Five Eleven Family Office LLC (“Five Eleven”) is a multi-family office headquar

View profile

Middleton Enterprises

$50M-$250M
London, United Kingdom

Middleton Enterprises backs profitable, high-quality UK businesses with £2m-£10m revenues and £250k-£1m EBITDA that have demonstra

View profile

Southern Company Gas Post-Retirement Benefit Plan

$50M-$250M
Atlanta, Georgia

Southern Company Gas operates utility networks. The Company distributes and transports liquified and compressed natural gas to res

View profile

Arta Finance

$50M-$250M
Mountain View, California

Arta Finance is a US wealth manager founded in 2021. It is headquartered in Mountain View, California, and has an additional locat

View profile

Three60 Wealth & Estate Solutions Inc

$50M-$250M
Calgary, Alberta

Three60 Wealth & Estate Solutions Inc (“Three60”) is a Canadian multi-family office headquartered in Calgary, Alberta. The firm wa

View profile

Herbert J. Sims & Co. (HJS)

$50M-$250M
Fairfield, Connecticut

Herbert J. Sims & Co. is a US wealth management firm based in Fairfield, Connecticut, founded in 1935.As of December 31, 2023, the

View profile

Castle Island Family Office LLC

$50M-$250M
West Palm Beach, Florida

Castle Island Family Office LLC (“CIFO”) is a multi-family office headquartered in West Palm Beach, Florida. The firm employs arou

View profile

StoryOne Family Office

$50M-$250M
Overland Park, Kansas

StoryOne LLC, doing business as StoryOne Family Office (“SO”), is an SEC Registered Investment Advisor based in Kansas. SO was fou

View profile

GFEP Family Equity GmbH

$50M-$250M
Munich

GFEP Family Equity (“GFEP”) is a German multi-family office that invests on behalf of high-net-worth individuals. It was founded i

View profile

The Beit Trust

$50M-$250M
Surrey

As of Dec. 31, 2017, the 45.20% allocation to UK equity comprises UK equities and unit trusts. Additionally, the 25.60% allocation

View profile

Castle Island Wealth

$50M-$250M
Palm Beach Gardens, Florida

Castle Island Wealth, an affiliate of Castle Island Family Office, is an investment advisory firm based in Palm Beach Gardens, Flo

View profile

Secure Wealth Planning Group (SWPG)

$50M-$250M
Boca Raton, Florida

Secure Wealth Planning Group is a US wealth management firm founded in 1997 by Richard Ehrlich and based in Boca Raton, Florida.

View profile

Blikkenburg BV

$50M-$250M
Zeist

Blikkenburg BV is a Dutch single-family office which was established in 1998.

View profile

Double Eagle Family Offices, LLC

$109M
Fort Worth, TX

Double Eagle Family Offices LLC ("DEFO") is a US multi-family office. The firm has been a Registered Investment Advisor with the S

View profile

Graham Family Growth Trust

$50M-$250M
Washington, District of Columbia (D.C.)

-

View profile

Berling Capital OY

$50M-$250M
Helsinki

Berling Capital Oy is a Finnish single-family office which was established in 1976.

View profile

Chelsea Venture Partners

$50M-$250M
New York, New York

Chelsea Venture Partners is a private investment firm headquartered in New York, US.Beth Steinberg serves as the director of the m

View profile

Divino Global Holdings (DGH)

$50M-$250M
New York, New York

Divino Global Holdings is a US wealth management firm founded in 2023 and based in New York. DGH provides its institutional and fa

View profile

Hinkel Family Office

$50M-$250M
Dusseldorf

Hinkel Family Office (“Hinkel”) is a multi-family office, part of the Hinkel Group based in Germany. Services are offered via Hink

View profile

New Form Capital

$50M-$250M
New York, New York

Early stage VC fund focused on FinTech & Blockchain

View profile

Stewardship Financial

$50M-$250M
Arcadia, California

Stewardship Financial is a US wealth management firm founded in 2021 by David Medina. It is headquartered in Arcadia, California.

View profile

Talis Capital

$50M-$250M
Wimbledon, United Kingdom

Talis invests with high conviction in tech and tech-enabled businesses at Seed and Series A stages across Europe and US, supportin

View profile

V+V Capital GmbH & Co. KG

$50M-$250M
Attendorn

Walter Viegener | Chairman of the Board - Viega Group | Chairman of the Board - Viega Group Rasmus Hinz | Managing Director | Chai

View profile

Werth Family Investment Associates

$50M-$250M
Woodbridge, Connecticut

Background to the wealth of Peter WerthPeter J Werth is Founder and CEO of ChemWerth Inc, a privately held Connecticut-based corpo

View profile

Willgrow UAB

$50M-$250M
Vilnius

Mantas Ranonis | Chief Executive Officer | Chief Executive Officer | mantas.ranonis@willgrow.com Adam Saulius Vaina | Member of th

View profile

Wisdom Family Office

$50M-$250M
Mexico City

Wisdom Family Office is an independent Multi Family Office, established and operated by financial, tax and legal experts; which pr

View profile

Parkview US

$50M-$250M
New York, New York

Parkview is an independent multi-family office established in 2011 that provides investment management and wealth management servi

View profile

MaieutCapital AG (MC)

$50M-$250M
Zurich

MaieutCapital AG is a partner-owned wealth management firm founded in 2014 and headquartered in Zurich, Switzerland.Founder and Ma

View profile

The Barrow Cadbury Trust

$50M-$250M
London

As of Mar. 31, 2018, the Trust had £89.5 million in investable assets, including an endowment valued at £61.7 million.

View profile

Contego Capital Group

$50M-$250M
Minneapolis, Minnesota

Contego Capital Group, Inc. (formerly Contego Capital Advisors, LLC and Jamieson Capital Advisors, LLC) is an asset management fir

View profile

MCM Wealth

$50M-$250M
Novato, California

MCM Wealth is a US investment advisory firm based in Novato, California, established in 1997. CIO Robert Hoyt leads the firm's inv

View profile

Quish & co. LLC

$50M-$250M
Boulder, Colorado

Quish & Co. is a multi-family office founded in 2008 that provides investment management, cash-flow planning, philanthropic guidan

View profile

Alzheimer’s Society

$50M-$250M
London

Alzheimer's Society invests up to £100k in transformative dementia innovations through their Accelerator Programme, supporting pro

View profile

Reed Capital Partners (RCP)

$50M-$250M
Singapore

Reed Capital Partners, founded in 2019 by CEO Lynn Lin, is an independent asset management firm based in Singapore. The firm offer

View profile

Royce Family Fund (RFF)

$50M-$250M
Greenwich, Connecticut

The Royce Family Fund is a US not-for-profit organization based in Greenwich, Connecticut. Established in 1985 by Charles M. Royce

View profile

Vested Partners: A Multi-Family Office

$50M-$250M
Salem, Virginia

Vested Partners A Multi-Family Office (“VP”) is a multi-family office based in Salem, Virginia. The firm employs around six person

View profile

The Gurkha Welfare Trust (GWT)

$50M-$250M
Salisbury

-

View profile

Andina Family Offices

$76M
US

Andina Family Offices is a premier wealth management firm dedicated to serving the unique needs of high-net-worth families. With a

View profile

Focus Point Capital (FPC)

$50M-$250M
Boulder, Colorado

Focus Point Capital is an asset manager that combines diversified multi-asset allocation with active risk management through propr

View profile

Keystone Group Family Office Inc

$50M-$250M
Newark, Delaware

Keystone Group Family Office Inc (“Keystone Group”) is a multi-family office headquartered in Newark, Delaware. The firm employs a

View profile

Abernathy Group II LLC Family Office (TAG)

$50M-$250M
New York, New York

Founded in the US in 2009, The Abernathy Group II LLC is a multi-family office with approximately four employees.

View profile

EVEN Family Office SAS

$50M-$250M
Paris

EVEN Family Office, SAS (“EVEN”) is a multi-family office based in Paris. It was founded in 2015 by its current president, Frédéri

View profile

Sphinx Investments (SIL)

$50M-$250M
Richmond, Virginia

Sphinx Investments is a US asset management firm headquartered in Richmond, Virginia.CEO and Portfolio Manager Joshua Curtis, who

View profile