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Investor Directory

Family Offices in Chicago

This directory profiles family offices headquartered in and around Chicago, single-family and multi-family offices alike, drawn from each firm's own site and, where a firm files with the SEC, its current Form ADV. Most family offices keep their assets under management private; this directory shows a disclosed figure only where the firm itself has published one, so the combined total on this page reflects a small disclosed subset, not the overall size of the local market. Chicago's family office community is heavily rooted in operating-company wealth, manufacturing, industrial distribution, real estate, and trading, and many of these offices run direct-investment programs that buy and hold lower-middle-market businesses rather than allocating only to funds.

53 Firms Listed$21.2+ billion Combined AUM (4 of 53 firms reporting)

Data last verified: August 2026

By AUM band

1 <$500M0 $500M-$1B1 $1B-$5B1 $5B-$10B1 $10B-$50B0 >=$50B49 Undisclosed

4 of 53 disclose AUM

By region

35 North America0 Europe0 Middle East0 Asia-Pacific0 Latin America0 Africa

35 of 53 have a mapped headquarters region

By sector

1 Advertising1 Aerospace and Defense2 Agriculture1 AI1 Asset Management1 Behavioral Health2 Business Services1 Cannabis1 Clean Energy1 Clean Tech1 Commercial Real Estate1 Commodities1 Community Development2 Consumer Brands1 Consumer Products1 Consumer Products/Services1 Currencies1 Digital Platform Economy1 Digital Technology1 Direct Investments1 E-Commerce2 Education1 Energy1 Environmental Sustainability1 Equities1 Family Services1 Financial Management1 Financial Services1 Financial Technology1 Fintech1 Fintechs1 Fixed Income1 Food & Agriculture1 Food & Beverage1 Foodtech1 Government Services1 Health Services4 Healthcare1 Hedge Funds2 Hospitality1 Industrial1 Industrial Innovation1 Information1 Information Services1 Insurance1 Life Science1 Marketing1 Media1 Mining1 Multifamily1 Oceans1 Office1 Online6 Private Equity1 Public Equity1 Public Securities1 Real Assets9 Real Estate1 Retail1 Robotics1 Social Justice1 Space1 Special Situations3 Technology1 Venture Capital1 Web3

Counts exceed the firm total because a firm may carry more than one sector

By investment type

7 Co-Investments21 Direct Investments9 Fund Commitments

53 firms

  • Single-Family OfficeFirm-reported

    Agman Partners

    Est.1923

    Agman Partners describes itself as a firm investing its own permanent capital with a bias toward long-duration ownership. The firm states that its principals bring considerable expertise in financial services, hospitality, and real estate, built over a long history of creating lasting value, and that its broad investment mandate allows it to invest across the capital structure.[Firm website]

    Recent portfolio activity described by the firm spans an insurance program launch and underwriting expansion at Aurenity, continued hospitality expansion at Aparium Hotels, and an acquisition of portfolio company Potbelly by another operator. Agman Partners describes itself as based in Chicago with an additional office in Omaha, Nebraska.[Firm website]

    Focus

    Financial services, hospitality, and real estate

    Sectors

    Financial ServicesHospitalityReal Estate
  • Single-Family OfficeFirm-reported

    Armory Capital LLC

    Champaign, Illinois

    Key:Jake Ambrose

    Armory Capital describes itself as a family investment office funded with permanent capital. The firm states that it invests directly in private businesses across a range of growth stages, from start-ups to mature public companies, holding investments based on the merits of the opportunity rather than a fixed timeline.[Firm website]

    The firm's stated sector focus includes healthcare, consumer products, and agriculture. Armory Capital's own site lists a strategic investment in XSponse, a connected public-safety technology platform, among its recent portfolio activity; Jake Ambrose is listed as a contact for the firm.[Firm website]

    Focus

    Private companies and businesses across growth stages from startups to mature companies

    Sectors

    HealthcareConsumer ProductsAgriculture

    Invests via

    Direct Investments
  • Single-Family OfficeFirm-reported

    Atman LP

    Atman LP is a family office investing in global markets for health and wellness. It operates as a limited partnership for the Khatau Family.

    Focus

    Global health and wellness investments

  • Single-Family OfficeFirm-reported

    Beverly Capital

    Park City, UT

    Beverly Capital invests across multiple asset classes with a long-term perspective, private companies, real estate, PE and debt funds, and public equity. The firm also supports communities through the Nolan Family Foundation, created in 2019 to serve at-risk youth and underserved populations. The firm has invested in over 80 private companies and is currently invested in approximately 40 different private equity or debt funds, and is the primary investor in Juno Capital, which holds direct real estate investments in farmland, apartment buildings, and hotels.

    Focus

    Long-term investments across multiple asset classes including private companies, real estate, private equity and debt funds, and public equity

    Sectors

    Private EquityReal EstatePublic Equity

    Invests via

    Direct InvestmentsFund Commitments
  • Single-Family OfficeFirm-reported

    BLG Capital Advisors

    Chicago

    BLG Capital Advisors describes itself as a private markets investment firm based in downtown Chicago, focused on small and middle market private equity and real estate strategies globally. The firm states that its capital comes from a proprietary and evergreen single-family source, and that it does not manage outside capital or accept non-family clients.[Firm website]

    The firm's private equity mandate targets fund, co-investment, and minority positions across industries, sectors, and geographies, while its real estate strategy focuses on opportunistic and value-oriented commercial transactions domestically and abroad, spanning single-property deals, multi-property portfolios, operating-company-level equity, standalone asset acquisitions, and joint ventures with operating partners.[Firm website]

    Focus

    Small and middle market private equity and real estate strategies globally

    Sectors

    Private EquityReal Estate

    Invests via

    Fund CommitmentsCo-InvestmentsDirect Investments
  • VC FirmFirm-reported

    Bluestein Ventures

    Bluestein Ventures describes itself as a family-based venture capital firm investing in early-stage ventures across the food industry, spanning the value chain from consumer-facing brands to business-to-business technology. The firm states that its focus spans high-growth consumer brands, proprietary food technology, next-generation commerce, and value-add digital technology serving the sector.[Firm website]

    The firm frames itself as purpose-driven, prioritizing entrepreneurs and contributing its own time, experience, and network to help portfolio companies reach product-market fit and scale. Bluestein Ventures is led by Andrew Bluestein, Ashley Hartman, and Ilene Gordon.[Firm website]

    Focus

    Early-stage ventures in the food industry focused on high-growth consumer brands, proprietary foodtech, next-gen commerce, and value-add digital technology

    Sectors

    Food & BeverageFoodtechConsumer BrandsE-CommerceDigital Technology

    Invests via

    Direct Investments
  • Multi-Family OfficeFirm-reported

    BMO Family Office

    Chicago, IL

    AUM

    $8.1B

    BMO Family Office manages approximately $8.1 billion in assets as a subsidiary of BMO Financial Group. The firm provides integrated wealth management to ultra-affluent families, lending and cash management, family estate and trust services, and customized investment management. Originally built for a single banking family, it now operates as a full-service multi-family office. The office is led by President Michael Miranda, who also serves as Head of Investments for BMO Wealth Management-U.S.

    Focus

    Full multi-family office services including investment management, lending, estate and trust services, and wealth strategies

  • Single-Family OfficeFirm-reported

    Bondy Capital, LLC

    Est.2023

    Key:Craig Bondy, Founder & CEO

    Bondy Capital describes itself as a single-family office investing long-term capital in private markets through two tracks: direct investments partnering with founder- and family-owned businesses, CEOs, independent sponsors, continuation funds, and other family offices; and fund commitments, primarily control and growth buyout strategies with established and emerging managers in the middle and lower middle market, including co-investment capacity.[Firm website]

    The firm's direct investing focus spans technology, including enterprise software, technology-enabled services, and information services, as well as business services and the aerospace, defense, and government services sectors, generally favoring growing, profitable companies. Bondy Capital was founded by Craig Bondy, who serves as Founder and CEO, alongside Shivan Patel, Managing Director of Direct Investing, and Richard Rincon, Managing Director of Fund Investing.[Firm website]

    Focus

    Private equity investments in technology, information services, business services, and aerospace and defense and government services through direct investments and fund commitments

    Sectors

    TechnologyInformation ServicesBusiness ServicesAerospace and DefenseGovernment Services

    Invests via

    Direct InvestmentsFund CommitmentsCo-Investments
  • Single-Family OfficeFirm-reported

    Briar Hall

    Chicago, IL

    Briar Hall provides wealth management, alternative investments, and trust and fiduciary services for the billionaire Smith family that founded Northern Trust and Illinois Tool Works. President and CEO John Benevides leads the firm from 333 W. Wacker Drive, covering investment management, tax, estate, and philanthropic coordination.

    Focus

    Fully integrated wealth management, alternative investments, and trust and fiduciary services for the Smith family

  • Single-Family OfficeFirm-reported

    Bridge Ventures

    Chicago, IL

    Bridge Ventures invests in people and helps build great companies. The firm focuses on early stage companies looking to solve big problems in huge markets. Chicago-based. Portfolio investments include Replit, Crusoe, PsiQuantum, and Fluidstack, among others.

    Focus

    Venture capital and early stage investments

    Invests via

    Direct Investments
  • Single-Family OfficeFirm-reported

    Builders Vision

    Builders Vision describes itself as an investment and philanthropy platform built to scale and accelerate solutions across food and agriculture, energy, and oceans. The firm states that it applies a systems approach, combining investments, grants, and partnerships to drive change across these sectors.[Firm website]

    The firm's own recent updates describe an anchor investment in a new emerging markets blue economy bond fund and a joint program with the National Geographic Society focused on storytelling for healthy oceans. Builders Vision was founded by Lukas Walton, who has since moved from the chief executive role to chair a newly created board.[Firm website]

    Focus

    Impact investing and systems change in food and agriculture, energy, and oceans

    Sectors

    Food & AgricultureEnergyOceans

    Invests via

    Direct Investments
  • Single-Family OfficeFirm-reported

    Bulletproof Capital

    Chicago

    Bulletproof Capital is a single family office in Chicago providing wealth management services: tax planning, philanthropic management, estate planning, and investment oversight across public markets, private funds, and direct investments. Rooted in the entrepreneurial drive of the founding family.

    Focus

    Full wealth management services including tax planning, philanthropic management, estate planning and investment oversight across public markets, private funds and direct investments

    Invests via

    Direct InvestmentsFund Commitments
  • Single-Family OfficeFirm-reported

    Camp Lake Capital

    Chicago, IL

    Key:Matthew Parsons

    Camp Lake Capital describes itself as a Chicago-based private investment firm focused on acquiring and growing lower middle-market companies. The firm states that it targets businesses with durable competitive advantages and partners with management teams to drive long-term value creation.[Firm website]

    The firm's own site cites an exit from an investment in an electrical cable specialist business among its recent portfolio activity. Camp Lake Capital is led by Managing Partner Matt Parsons.[Firm website]

    Focus

    Acquiring and growing lower middle-market companies with sustainable competitive advantages

  • Single-Family OfficeFirm-reported

    Chaifetz Group

    Key:Dr. Richard A. Chaifetz, Entrepreneur and Investor

    Chaifetz Group describes itself as a firm investing permanent family capital across venture capital, private equity, real estate, and opportunistic strategies. The firm states that it backs entrepreneurs, business owners, and management teams building businesses that disrupt their industries.[Firm website]

    Chaifetz Group is led by Dr. Richard A. Chaifetz. The firm's own recent activity includes an investment, alongside a co-investor, in an ownership stake in the Portland Trail Blazers.[Firm website]

    Focus

    Venture capital, private equity, real estate, and opportunistic investments

  • RIAFirm-reported

    Composition Wealth

    AUM

    $10B+

    Key:Nate Angelo, CEO

    Composition Wealth describes itself as an independent, registered investment advisory firm operating as a fiduciary. The firm states that its service lines span Wealth Foundations, Private Wealth, a Multi-Family Office offering, and Retirement and Benefits services.[Firm website]

    The firm's own recent updates describe the appointment of Meghan McCartan as Chief Marketing Officer, part of a broader expansion of its leadership team alongside continued growth through combinations with other advisory teams.[Firm website]

    Focus

    Wealth management and financial planning services including investments, tax planning, estate planning, and philanthropic planning

  • Single-Family OfficeFirm-reported

    Concentric Equity Partners

    Chicago, ILEst.2002

    Concentric Equity Partners describes itself as a firm that provides capital and strategic support to companies pursuing rapid growth, investing its own capital with a long-term approach. The firm states that it partners with leading middle market companies through control equity investments, providing capital and operational resources intended to accelerate growth.[Firm website]

    The firm's own site cites a joint exit from a waste solutions company, completed alongside a co-investment partner, among its recent portfolio activity.[Firm website]

    Focus

    Partnering with middle market companies through control investments and operational support

  • Single-Family OfficeFirm-reported

    Council Ring Capital

    Chicago

    Council Ring Capital is a Chicago-based, multi-strategy investment firm affiliated with a single family. The team makes long-term investments in publicly-traded companies, privately-held or sponsor-backed companies, and partnerships with third-party investment funds. Concentrated in a select number of deeply researched ideas.

    Focus

    Publicly-traded companies, privately-held and sponsor-backed companies, and third-party investment partnerships

    Invests via

    Direct InvestmentsFund Commitments
  • Multi-Family OfficeFirm-reported

    Cresset Partners

    Chicago, IL

    Cresset Partners' own site content, per the associated record for its domain, describes its offering as spanning three strategies for individual and family office investors: real estate; private capital, covering private equity and private credit; and venture capital, covering fund investments and co-investments.[Firm website]

    The firm is associated with Eric Becker, listed as Co-Founder and Co-Chairman.[Firm website]

    Focus

    Direct investments in operating companies where the firm has deep experience and operational expertise

  • Single-Family OfficeFirm-reported

    DNS Capital

    DNS Capital describes itself as the investment office and internal merchant bank for Gigi Pritzker, Michael Pucker, and their immediate family. The firm states that it invests family capital directly into operating businesses, taking a long-term and flexible approach built on relationships with business owners, management teams, and entrepreneurs, with the stated goals of aligning interests, evolving businesses, and creating long-term value.[Firm website]

    The firm's leadership includes Gigi Pritzker, Michael A. Pucker, Jason Schroeder, and Emily Casey Brown. DNS Capital's own site cites a completed transaction involving portfolio company Naviant as an example of its recent activity.[Firm website]

    Focus

    Long-term value creation through direct investments in businesses and partnerships with entrepreneurs and management teams

  • Single-Family OfficeFirm-reported

    DOM Capital Group

    Chicago, IL

    DOM Capital Group invests growth capital in emerging branded food and consumer businesses from Chicago. The firm was established to continue a family legacy of supporting values-driven companies in the consumer sector. DOM targets high-growth brands with strong unit economics and clear paths to scale.

    Focus

    Growth capital for emerging branded food and consumer businesses

  • Single-Family OfficeFirm-reported

    Duchossois Capital Management

    Est.2013

    Duchossois Capital Management offers experience, operational expertise, and long-term vision to management teams, fund managers, and partners. With 100 years of excellence in operating businesses, the company is led by industry experts focused on long-term impact and value creation. Sectors: healthcare, behavioral health, insurance. Launched in 2013 by the Duchossois Group, with Michael Flannery named President that year.

    Focus

    Operating businesses with long-term perspective in healthcare, behavioral health, and insurance services

    Sectors

    HealthcareBehavioral HealthInsurance
  • RIAFirm-reported

    Efficient Capital

    Key:Ernest L. Jaffarian, Founder & Chairman

    Efficient Capital describes itself as a multi-manager managed futures firm serving financial advisors and institutional investors. The firm states that its flagship strategy blends a diversified portfolio of managers across trend-following and diversifying strategies, alongside focused solutions oriented toward trend and absolute return approaches.[Firm website]

    The firm also offers a publicly registered mutual fund blending trend and multi-asset exposure, as well as custom solutions built for large investors. Efficient Capital is led by Founder and Chairman Ernest L. Jaffarian.[Firm website]

    Focus

    Managed Futures investment strategies

    Sectors

    EquitiesFixed IncomeCurrenciesCommodities

    Invests via

    Fund Commitments
  • Single-Family OfficeFirm-reported

    Elmore Companies Inc

    Elmore Companies invests in profitable, founder-led, B2B companies. Long-term value creation with no intent to sell. As a family office without limited partners, the firm has flexibility on deal structure and no need for an exit. Target EBITDA: $1M-$8M.

    Focus

    Profitable, founder-led B2B companies with $1M-$8M EBITDA where the owner is seeking an exit

    Invests via

    Direct Investments
  • Single-Family Office

    Fernwood Management

    Rosemont
  • Multi-Family OfficeFirm-reported

    Flying Tiger Capital

    Chicago

    Key:Jasmine Yu Zhang, Founding Partner; Jia Peng, Founding Partner

    Flying Tiger Capital describes itself as a family office and investment firm investing in emerging fund managers and the next generation of founders and entrepreneurs leading high-growth businesses. The firm states that its mission is to preserve and accumulate wealth through alternative investment.[Firm website]

    Flying Tiger Capital is led by Founding Partners Jasmine Yu Zhang and Jia Peng. The firm's site names a broad roster of portfolio companies and fund managers spanning technology and other high-growth categories, reflecting the firm's approach of sourcing opportunities through emerging managers as well as direct investments.[Firm website]

    Focus

    Emerging fund managers, next-generation founders, and high-growth businesses; sectors include AI, Fintech, Web3, venture capital, and emerging markets

    Sectors

    TechnologyAIFintechWeb3Venture CapitalRoboticsSpaceHealthcareReal Estate

    Invests via

    Direct InvestmentsFund Commitments
  • Single-Family OfficeFirm-reported

    Fulcrum Investing

    Fulcrum Investing describes itself as a family office dedicated to advancing and assisting start-up companies and the broader entrepreneurial community. The firm states that it invests in early and growth-stage start-ups nationwide, from seed rounds through Series B financings.[Firm website]

    The firm's own site states that it is not currently taking on new investments at this time, reflecting its present focus on its existing portfolio relationships rather than new sourcing.[Firm website]

    Focus

    Seed through Series B start-ups

  • Single-Family OfficeFirm-reported

    Globe Corporation

    Globe Corporation describes itself as a family-owned, diversified investment company active in real estate, asset management, and private equity. The firm states that its real estate holdings span institutional-quality industrial, office, and retail space, with additional developments underway.[Firm website]

    Asset management is conducted through the firm's wholly owned subsidiary, Globe Financial Corporation, which the firm states operates exclusively for the Getz family and related family members and does not solicit or provide investment management services to any outside parties. Globe Corporation is associated with George F. Getz and Bert A. Getz, Jr.[Firm website]

    Focus

    Real estate, asset management, and private equity

    Sectors

    Real EstateAsset ManagementPrivate Equity

    Invests via

    Direct Investments
  • Single-Family Office

    Huizenga Capital Management

    Oak Brook
  • Single-Family OfficeFirm-reported

    Kinship Capital

    Kinship Capital describes itself as an entrepreneurial real estate investment firm operating without outside investors, fundraising, or a fixed investment hurdle. The firm states that its mandate is to generate significant capital appreciation over a generational time horizon, realizing investments only once a project's value has been maximized.[Firm website]

    The firm's own site cites past acquisitions of research and development campus space and office buildings as examples of its long-hold approach to real estate ownership.[Firm website]

    Focus

    Long-term real estate investments with focus on multifamily, office, life science, and industrial assets across the United States

    Sectors

    MultifamilyOfficeLife ScienceIndustrialRetailHospitality

    Invests via

    Direct InvestmentsCo-Investments
  • Single-Family OfficeFirm-reported

    Lead Lap Enterprises, LLC

    Chicago, IllinoisEst.1994

    AUM

    $35 million

    Key:David F. Zucker, Managing Partner

    Lead Lap Enterprises describes itself as a family office and private investment firm seeking control investments in buyouts of small to mid-size companies undergoing an ownership transition, alongside non-control growth capital investments in promising businesses. The firm states its target criteria span a defined range of revenue or EBITDA rather than a fixed deal size.[Firm website]

    The firm's stated sector focus includes business services, consumer products and services, health services, education, and the marketing, media, advertising, and information and online sectors. Lead Lap Enterprises is led by Managing Partner David F. Zucker, who the firm states made his first private company investment early in his career and has since overseen numerous acquisitions.[Firm website]

    Focus

    Control investments in small to mid-size company buyouts and ownership transitions; growth capital investments in promising businesses with revenue of $3 million to $40 million or EBITDA of $500 thousand to $4 million

    Sectors

    Business ServicesConsumer Products/ServicesHealth ServicesEducationMarketingMediaAdvertisingInformationOnline

    Invests via

    Direct Investments
  • PE FirmFirm-reported

    Majic Investments, Inc

    Chicago

    Majic Investments is a Chicago-based private equity and family office firm founded to deploy its equity individually or in combination with a collection of private investors to acquire and build a portfolio of high-quality, small and middle-market midwest-based businesses. Its mission is to identify companies that are leaders in their niche markets and create added value through strategic planning in pursuit of organic and add-on acquisition growth strategies. The firm partners with talented management teams to build solid businesses for the long term with the goal of generating fair returns for investors.

    Focus

    Acquisition and building of small and middle-market midwest-based businesses in niche markets with strong fundamentals and growth potential through leveraged buyouts, recapitalizations, industry consolidations, family succession transactions, and growth investments

    Invests via

    Direct InvestmentsCo-Investments
  • Single-Family OfficeFirm-reported

    MB Investments

    Chicago, IL

    Established in 1982 by Matthew Bucksbaum, chairman of General Growth Properties, MB Investments is the Bucksbaum family office. The office advises a private trust company and multiple family members, handling accounting, tax, insurance, property management, and philanthropy across trusts and foundations. The Maurice & Dorothy Bucksbaum Family Foundation operates as a subsidiary.

    Focus

    Single-family office for the Bucksbaum family handling investments, accounting, tax, insurance, property management, and philanthropy

  • Single-Family OfficeFirm-reported

    Medallion Investment Partners

    Evanston, Illinois

    Medallion Investment Partners is a family office and investment platform. The firm assists HNW and UHNW investors in compounding wealth through curated private investment vehicles. Open to collaboration with investors and private investment funds.

    Focus

    Private investments for high net worth and ultra high net worth investors

  • Single-Family OfficeFirm-reported

    MPG Equity Partners

    Chicago, IL

    Michael Goy founded MPG Equity Partners in 2013 after building his career at Sterling Partners and JPMorgan M&A. The firm acquires profitable companies throughout the Midwest where ownership is looking to retire or transition. Sectors: healthcare, IT, business services, niche manufacturing, and value-added distribution. Revenue target: $5-25M.

    Focus

    Acquiring privately held Midwest businesses with $5-25M revenue and $500K-$2.5M EBITDA where ownership is transitioning

  • Single-Family OfficeFirm-reported

    North Park Group

    Chicago, IL

    North Park Group acquires and operates U.S.-based manufacturing and distribution businesses. The firm brings operational expertise and patient capital to build lasting industrial companies.

    Focus

    Acquiring and operating US-based manufacturing and distribution businesses

  • Single-Family OfficeFirm-reported

    Prairie Management Group

    Chicago

    Key:Gordon Segal, Co-Founder; Matt Frekko, President

    Prairie Management Group describes itself as a single-family investment firm investing private family capital across investment opportunities with the potential to create substantial long-term value. The firm states that its portfolio spans hedge fund, private equity, and real estate investments.[Firm website]

    The firm is associated with Crate & Barrel co-founder Gordon Segal, and Matt Frekko serves as its President.[Firm website]

    Focus

    Private equity, hedge funds, real estate, and public securities investments across multiple asset classes

    Sectors

    Private EquityReal EstateHedge FundsPublic Securities

    Invests via

    Direct InvestmentsFund Commitments
  • Single-Family OfficeFirm-reported

    Pritzker Group

    Pritzker Group has acquired or invested in more than 100 companies. A family-backed investment firm, it partners with companies for the long term, focusing on entrepreneur- and family-owned businesses.

    Focus

    Direct company investments, particularly in entrepreneur- and family-owned businesses

    Invests via

    Direct Investments
  • Multi-Family OfficeFirm-reported

    Promus Holdings

    Chicago, IL

    AUM

    $3.1B

    Key:Brian Musso and Andy Code, Co-Founders

    Promus Holdings describes itself as a diversified private markets organization historically operating as a multi-family office, founded when the Musso and Code families combined their private markets and family investing experience. The firm states that Promus Equity Partners, its direct private equity investment arm, remains independently owned and was not part of a later transaction involving its other business lines.[Firm website]

    The divested capabilities the firm describes span private equity and real estate strategies, including primary fund allocations, buyouts, co-investments, GP solutions, and opportunistic joint ventures. Promus Holdings' leadership includes co-founders Brian Musso and Andy Code, alongside Sarah Wuellner, Brett Moore, Jr., Joseph Chang, and Steve Brown.[Firm website]

    Focus

    Multi-family office blending private markets investing with wealth management across real estate, private equity, and alternative assets

  • Multi-Family Office

    R.J. O'Brien

    Chicago
  • Single-Family OfficeFirm-reported

    Rellim Capital Management

    Glenview

    Rellim Capital Management is a family investment firm dedicated to creating value for generations. Based in Glenview.

    Focus

    Private wealth management and value creation

  • Single-Family OfficeFirm-reported

    Sawdust Investment Management

    Chicago, IL

    Sawdust Investment Management is the single-family office of the founder of CDW Corp., headquartered at 30 S. Wacker, Suite 2500. CIO Kate Lindberg oversees diversified global portfolios for the family and the Circle of Service Foundation. The firm manages across public and private markets with a disciplined approach to capital preservation.

    Focus

    Diversified global investment portfolios for the founder of CDW Corp. and the Circle of Service Foundation

  • Single-Family OfficeFirm-reported

    Schwartz Capital Group

    Schwartz Capital Group describes itself as a single-family investment firm investing across a set of platforms spanning growth equity in emerging consumer brands, a financial technology platform, multi-family real estate, and special-situations opportunistic equity.[Firm website]

    The firm also maintains a philanthropic platform focused on education, Jewish life and history, and medical research. Schwartz Capital Group is led by Ted Schwartz.[Firm website]

    Focus

    Growth equity, financial technology, real estate, opportunistic equity, consumer brands

    Sectors

    Consumer BrandsFinancial TechnologyReal EstateSpecial Situations

    Invests via

    Direct InvestmentsCo-Investments
  • Single-Family OfficeFirm-reported

    Singh Capital Partners

    Key:Manpreet Singh, Chief Investment Officer

    CIO Manpreet Singh leads Singh Capital Partners, a family office investing across private markets, real assets, and funds. The firm combines institutional discipline with entrepreneurial insight, deploying capital strategically to build lasting enterprises and long-term value.

    Focus

    Venture capital, private equity, roll-ups, commercial real estate, and funds with emphasis on technology, healthcare, industrial innovation, and real assets

    Sectors

    TechnologyHealthcareIndustrial InnovationCommercial Real EstateReal Assets

    Invests via

    Direct InvestmentsFund CommitmentsCo-Investments
  • Single-Family OfficeFirm-reported

    SJK Capital

    SJK Capital describes itself as a Brazil-based family office investing in private businesses and building new ventures, with a sector-agnostic approach. The firm states a preference for companies open to consolidation, businesses facing operational inefficiency, or those built around emerging technologies, generally seeking control of the assets or companies it invests in.[Firm website]

    The firm's disclosed investment areas span mining, real estate development and commercial rental properties, cattle and beef production for domestic and international meatpackers, and a later stage technology arm targeting fintech and clean energy start-ups. SJK Capital was previously known under a different name before adopting its current one as part of a broader repositioning.[Firm website]

    Focus

    Private investments in mining, fintechs, real estate, agriculture, and clean energy through multiple investment subsidiaries

    Sectors

    MiningFintechsReal EstateAgricultureClean Energy
  • Single-Family OfficeFirm-reported

    Skydeck Capital

    Chicago

    Skydeck Capital describes itself as a Chicago-based investment firm deploying capital on behalf of the Polsky family. The firm states that because it draws on a proprietary capital base, it is not bound by pre-defined time horizons or investment hurdles, which the firm frames as central to its focus on long-term impact and value creation rather than near-term liquidity.[Firm website]

    The firm's stated scope spans direct investments across private equity, early-stage companies, real estate, venture capital, and other traditional and alternative asset classes, with particular depth in real estate and energy. Skydeck Capital is associated with Michael Polsky.[Firm website]

    Focus

    Investing in people and partnerships

  • Multi-Family OfficeSEC Form ADV

    Tallwoods Partners

    Chicago, IL

    AUM

    $569,438,290 total regulatory AUM ($157,486,133 discretionary + $411,952,157 non-discretionary), SEC Form ADV Part 1 Item 5.F, CRD 168865, as of December 31, 2025

    as of 2025-12-31

    Tallwoods Partners describes itself as an independent multi-family investment office offering tailored investment management and family office wealth advisory to family offices and ultra-high-net-worth clients. The firm states that it backs top-tier managers through fund commitments, co-investments, and direct deals, including seeding alternative asset managers with anchor capital.[Firm website]

    The firm emphasizes bottom-up fundamental due diligence and portfolio-level management of liquidity, correlation, and duration, with a stated focus on after-tax returns. Tallwoods Partners is associated with Stephen Siderow.[Firm website]

    Focus

    Independent multi-family investment office providing custom portfolio management and family office coordination

    CRD#168865
    Visit
  • Single-Family OfficeFirm-reported

    Temple Hall Group

    Chicago, IL

    Key:Samuel M. Mencoff, Chairman; John Goedert, President; Pietro Suero, Associate

    Temple Hall Group describes itself as a family-owned private company investing permanent capital in best-in-class North American manufacturing businesses. The firm states that it targets companies with a defensible market position, low risk of technological obsolescence, and modest capital requirements, generally preferring majority controlling investments.[Firm website]

    The firm's stated subsectors of interest include precision machining and fabrication, paper, packaging, and forest products, utility services, castings, forgings and alloy production, glass tempering and fabrication, value-added distribution, and contract manufacturing. Temple Hall Group is an affiliate of Temple Hall Capital Management, the family office of Chairman Samuel M. Mencoff, alongside President John Goedert and Associate Pietro Suero.[Firm website]

    Focus

    Investing in best-in-class North American manufacturing businesses

  • Single-Family OfficeFirm-reported

    The Mayer & Morris Kaplan Family Foundation

    Chicago

    A multi-generational family foundation inspired by a tradition of Tzedakah, lifelong learning, and a commitment to social justice. Dedicated to advancing educational opportunities for young people and promoting environmental sustainability. Focus: Chicago and communities where family members live.

    Focus

    Educational opportunities for young people, environmental sustainability, and social justice initiatives

    Sectors

    EducationEnvironmental SustainabilitySocial JusticeCommunity Development
  • Single-Family OfficeFirm-reported

    V. Gastevich Investments, LLC

    ChicagoEst.2005

    Founded in 2005, V. Gastevich Investments is a Chicago family office with roots in real estate, PE, and cannabis-based investments. Unique perspectives and an entrepreneurial spirit guide the firm across digital platform economy, clean tech, and traditional asset classes.

    Focus

    Investment opportunities in private equity, digital platform economy, real estate, and clean technology

    Sectors

    Private EquityDigital Platform EconomyReal EstateClean TechCannabis

    Invests via

    Direct InvestmentsCo-Investments
  • RIAFirm-reported

    Wealth Strategist Partners

    Chicago

    Wealth Strategist Partners is an investment adviser registered with the Securities and Exchange Commission, serving as an advisor to exceptional families on investment, wealth, and family business matters. They serve their clients as they serve their own families, advising on key strategic issues across the family enterprise. Their investment philosophy focuses on the unique needs of taxable investors.

    Focus

    Investment, wealth, and family business advisory services for exceptional families

  • Single-Family OfficeFirm-reported

    Wicklow Capital

    Chicago, IL

    Wicklow Capital manages the private capital of GETCO co-founder Dan Tierney. Founded in 2004, the firm has made 50+ investments in companies spanning financial software, logistics, and emerging technology. Investment thesis: ABCD, AI, blockchain, climate, and democracy. In March 2026, portfolio company GlobalComix raised $13 million, acquired INKR, and appointed a new CEO.

    Focus

    AI, blockchain, climate, and democracy investments across financial services, software, and information technology

  • Single-Family OfficeFirm-reported

    William Harris Investors, Inc.

    Chicago, ILEst.1976

    William Harris Investors describes itself as a privately owned investment and wealth management firm serving as the family office for the Irving B. Harris family. The firm states that it provides investment and wealth management services across multiple generations of the Harris family.[Firm website]

    The firm was founded by Irving B. Harris, who the firm states built it to manage his own family's capital, and William Harris Investors describes its ongoing mission as continuing his legacy of fairness, intelligence, and philanthropy.[Firm website]

    Focus

    Investment and wealth management services for the Harris family

  • Single-Family OfficeFirm-reported

    Zell Family Office

    Chicago, Illinois

    Zell Family Office describes itself as a family-focused office supporting the needs of the Zell family, with services spanning overall well-being, from health to financial matters. The firm operates as one of two primary divisions of Chai Trust, the Zell family's private trust company.[Firm website]

    The firm distinguishes its own mandate from that of Chai Trust's other division, Equity Group Investments, which the firm describes as a separate private investment firm focused on direct investing in privately held companies across a variety of industries.[Firm website]

    Focus

    Direct investing in privately held companies, family well-being, financial management, health services

    Sectors

    Private EquityDirect InvestmentsFamily ServicesFinancial Management

    Invests via

    Direct Investments

CAPITAL LANDSCAPE

The Chicago Family Office Landscape

Chicago family offices are predominantly rooted in operating-company wealth, manufacturing, industrial distribution, real estate, and trading, and many run direct-investment programs that buy and hold lower-middle-market businesses rather than allocating only to funds.

Most Chicago family offices do not publicly disclose assets under management. This directory shows a disclosed figure only where the firm itself has published one, so the combined total shown reflects a small disclosed subset, not the size of the market.

LOCAL MARKET

Why Chicago

Chicago family offices have deep industrial and manufacturing expertise unavailable on the coasts. A manufacturer or industrial company raising capital from Chicago offices benefits from investor knowledge of supply chain, production economics, and operational efficiency that creates tangible value-add beyond capital.

Financial services sophistication from Chicago's derivatives trading heritage creates investor ability to evaluate complex capital structures. A company with complex financial engineering or structured investment needs finds Chicago offices to be uniquely capable partners.

Chicago's logistics and distribution geography creates distinctive expertise in supply chain, industrial real estate, and distribution businesses. The city's role as the nation's largest inland logistics hub means family offices understand these businesses deeply.

Frequently Asked Questions

What is a family office?

A family office is a private organization set up to manage the wealth, investments, and often the personal and philanthropic affairs of a single wealthy family, or, in the multi-family form, several unrelated families sharing one platform. Family offices typically handle investment management, tax and estate planning, and succession planning under one roof, structured to keep the family's financial affairs private and centrally coordinated rather than spread across multiple outside advisors.

What are the most popular family office structures in the United States?

Most family offices in the United States take one of a small number of common forms. A single-family office serves the wealth and affairs of one family exclusively, often growing out of that family's operating business. A multi-family office serves several unrelated client families under a shared advisory and investment-management platform. Some families instead use an embedded structure, housing their investment function inside an existing operating company or holding company rather than as a separate entity, while others rely on a virtual or outsourced model that combines a small internal team with external managers and advisors rather than building a full in-house office.

What is the difference between a single-family office and a multi-family office?

A single-family office serves the wealth, investments, and often the philanthropic and succession affairs of one family, and is typically set up and controlled directly by that family, frequently operating as an extension of the family's core operating business. A multi-family office serves multiple, usually unrelated, client families under one shared advisory or investment-management platform, offering pooled infrastructure, governance support, and access to co-investment opportunities across the families it serves. Several of the multi-family offices in Chicago profiled in this directory grew out of a single family's own office before expanding to serve outside client families, a common path for offices in this market given the city's concentration of multi-generational operating-company wealth.

How do I connect with family offices in Chicago?

This directory is a reference platform, not an outreach or advisory service: it lists Chicago-area family offices drawn from each firm's own website and, where a firm files with the SEC, its current Form ADV, so a founder or fund manager can identify which offices' stated focus and sector interests actually match a given opportunity. From there, the most direct path is to reach out to each firm's own listed contact channel or website, since most family offices in this directory do not maintain public deal-intake processes and prefer to be approached through a warm introduction or direct outreach describing the specific opportunity.