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-$250MThe Soros Economic Development Fund (SEDF) is the impact investment arm of the Open Society Foundations. Established in 1997 by Ge…
View profileSteyn Group
$50M-$250MSteyn Group is a single-family office based in the UK.…
View profileGreat Lakes Wealth (GLW)
$50M-$250MGreat Lakes Wealth was founded in 2016 and is headquartered in Northville, Michigan, US.The firm’s investment approach is led by C…
View profileCenterPoint Energy Inc. Post-Retirement Benefit Plans
$50M-$250MCenterPoint Energy Inc. Post-Retirement Benefit Plans provides health care and life insurance benefits, which are a combination of…
View profileNewport
$133MNewport is a wealth management firm founded in 1984 and headquartered in Walnut Creek, California, US. The firm is a provider of p…
View profileFive Eleven Partners
$50M-$250MFounded by Andrew Crofton and Scott Essex in 2025, Five Eleven Family Office LLC (“Five Eleven”) is a multi-family office headquar…
View profileMiddleton Enterprises
$50M-$250MMiddleton Enterprises backs profitable, high-quality UK businesses with £2m-£10m revenues and £250k-£1m EBITDA that have demonstra…
View profileSouthern Company Gas Post-Retirement Benefit Plan
$50M-$250MSouthern Company Gas operates utility networks. The Company distributes and transports liquified and compressed natural gas to res…
View profileArta Finance
$50M-$250MArta Finance is a US wealth manager founded in 2021. It is headquartered in Mountain View, California, and has an additional locat…
View profileThree60 Wealth & Estate Solutions Inc
$50M-$250MThree60 Wealth & Estate Solutions Inc (“Three60”) is a Canadian multi-family office headquartered in Calgary, Alberta. The firm wa…
View profileHerbert J. Sims & Co. (HJS)
$50M-$250MHerbert J. Sims & Co. is a US wealth management firm based in Fairfield, Connecticut, founded in 1935.As of December 31, 2023, the…
View profileCastle Island Family Office LLC
$50M-$250MCastle Island Family Office LLC (“CIFO”) is a multi-family office headquartered in West Palm Beach, Florida. The firm employs arou…
View profileStoryOne Family Office
$50M-$250MStoryOne LLC, doing business as StoryOne Family Office (“SO”), is an SEC Registered Investment Advisor based in Kansas. SO was fou…
View profileGFEP Family Equity GmbH
$50M-$250MGFEP Family Equity (“GFEP”) is a German multi-family office that invests on behalf of high-net-worth individuals. It was founded i…
View profileThe Beit Trust
$50M-$250MAs of Dec. 31, 2017, the 45.20% allocation to UK equity comprises UK equities and unit trusts. Additionally, the 25.60% allocation…
View profileCastle Island Wealth
$50M-$250MCastle Island Wealth, an affiliate of Castle Island Family Office, is an investment advisory firm based in Palm Beach Gardens, Flo…
View profileSecure Wealth Planning Group (SWPG)
$50M-$250MSecure Wealth Planning Group is a US wealth management firm founded in 1997 by Richard Ehrlich and based in Boca Raton, Florida.…
View profileBlikkenburg BV
$50M-$250MBlikkenburg BV is a Dutch single-family office which was established in 1998.…
View profileDouble Eagle Family Offices, LLC
$109MDouble Eagle Family Offices LLC ("DEFO") is a US multi-family office. The firm has been a Registered Investment Advisor with the S…
View profileGraham Family Growth Trust
$50M-$250M-…
View profileBerling Capital OY
$50M-$250MBerling Capital Oy is a Finnish single-family office which was established in 1976.…
View profileChelsea Venture Partners
$50M-$250MChelsea Venture Partners is a private investment firm headquartered in New York, US.Beth Steinberg serves as the director of the m…
View profileDivino Global Holdings (DGH)
$50M-$250MDivino Global Holdings is a US wealth management firm founded in 2023 and based in New York. DGH provides its institutional and fa…
View profileHinkel Family Office
$50M-$250MHinkel Family Office (“Hinkel”) is a multi-family office, part of the Hinkel Group based in Germany. Services are offered via Hink…
View profileNew Form Capital
$50M-$250MEarly stage VC fund focused on FinTech & Blockchain…
View profileStewardship Financial
$50M-$250MStewardship Financial is a US wealth management firm founded in 2021 by David Medina. It is headquartered in Arcadia, California. …
View profileTalis Capital
$50M-$250MTalis invests with high conviction in tech and tech-enabled businesses at Seed and Series A stages across Europe and US, supportin…
View profileV+V Capital GmbH & Co. KG
$50M-$250MWalter Viegener | Chairman of the Board - Viega Group | Chairman of the Board - Viega Group Rasmus Hinz | Managing Director | Chai…
View profileWerth Family Investment Associates
$50M-$250MBackground to the wealth of Peter WerthPeter J Werth is Founder and CEO of ChemWerth Inc, a privately held Connecticut-based corpo…
View profileWillgrow UAB
$50M-$250MMantas Ranonis | Chief Executive Officer | Chief Executive Officer | mantas.ranonis@willgrow.com Adam Saulius Vaina | Member of th…
View profileWisdom Family Office
$50M-$250MWisdom Family Office is an independent Multi Family Office, established and operated by financial, tax and legal experts; which pr…
View profileParkview US
$50M-$250MParkview is an independent multi-family office established in 2011 that provides investment management and wealth management servi…
View profileMaieutCapital AG (MC)
$50M-$250MMaieutCapital AG is a partner-owned wealth management firm founded in 2014 and headquartered in Zurich, Switzerland.Founder and Ma…
View profileThe Barrow Cadbury Trust
$50M-$250MAs of Mar. 31, 2018, the Trust had £89.5 million in investable assets, including an endowment valued at £61.7 million.…
View profileContego Capital Group
$50M-$250MContego Capital Group, Inc. (formerly Contego Capital Advisors, LLC and Jamieson Capital Advisors, LLC) is an asset management fir…
View profileMCM Wealth
$50M-$250MMCM Wealth is a US investment advisory firm based in Novato, California, established in 1997. CIO Robert Hoyt leads the firm's inv…
View profileQuish & co. LLC
$50M-$250MQuish & Co. is a multi-family office founded in 2008 that provides investment management, cash-flow planning, philanthropic guidan…
View profileAlzheimer’s Society
$50M-$250MAlzheimer's Society invests up to £100k in transformative dementia innovations through their Accelerator Programme, supporting pro…
View profileReed Capital Partners (RCP)
$50M-$250MReed Capital Partners, founded in 2019 by CEO Lynn Lin, is an independent asset management firm based in Singapore. The firm offer…
View profileRoyce Family Fund (RFF)
$50M-$250MThe Royce Family Fund is a US not-for-profit organization based in Greenwich, Connecticut. Established in 1985 by Charles M. Royce…
View profileVested Partners: A Multi-Family Office
$50M-$250MVested Partners A Multi-Family Office (“VP”) is a multi-family office based in Salem, Virginia. The firm employs around six person…
View profileThe Gurkha Welfare Trust (GWT)
$50M-$250M-…
View profileAndina Family Offices
$76MAndina Family Offices is a premier wealth management firm dedicated to serving the unique needs of high-net-worth families. With a…
View profileFocus Point Capital (FPC)
$50M-$250MFocus Point Capital is an asset manager that combines diversified multi-asset allocation with active risk management through propr…
View profileKeystone Group Family Office Inc
$50M-$250MKeystone Group Family Office Inc (“Keystone Group”) is a multi-family office headquartered in Newark, Delaware. The firm employs a…
View profileAbernathy Group II LLC Family Office (TAG)
$50M-$250MFounded in the US in 2009, The Abernathy Group II LLC is a multi-family office with approximately four employees.…
View profileEVEN Family Office SAS
$50M-$250MEVEN Family Office, SAS (“EVEN”) is a multi-family office based in Paris. It was founded in 2015 by its current president, Frédéri…
View profileSphinx Investments (SIL)
$50M-$250MSphinx Investments is a US asset management firm headquartered in Richmond, Virginia.CEO and Portfolio Manager Joshua Curtis, who …
View profile