Family Offices in Connecticut

Greenwich-based family office providing equity and debt capital to growth-oriented middle-market companies. Ambina targets investments of $40 to $100 million in enterprise software, financial services, insurance, and technology-enabled businesses. In many situations, the firm is the first institutional investor and helps management teams transition to a more corporate structure while preserving the culture that drove their success.

Belpointe started as a family office in 2007 and grew into a 13-business-line platform spanning asset management, Opportunity Zone investing (through Belpointe OZ), specialty insurance, and Greenwich Legal Associates. Co-founders Brandon Lacoff and Gregory Skidmore now oversee more than 200 professionals across offices nationwide. Belpointe OZ acquired a development site in Darien, Connecticut in January 2026, and the firm refinanced $204 million on a Florida property in October 2025.

Founded in 2004 by Tom and Paula McInerney in Westport, Connecticut. Bluff Point specializes in control investments in fintech and healthcare IT companies, particularly enterprise-focused platforms where technology is core to the business model. Over $200 million in capital under management, with professionals bringing deep operating and investing backgrounds. In March 2021, Bluff Point acquired True North Networks.

Connecticut-based family office founded by a former hedge fund investor focused on acquiring and growing lower-middle-market businesses with revenues under $50 million. The firm applies institutional-quality due diligence and analytical rigor developed through years of public market investing to private company investments. Byram River Capital focuses on the Business Services and Health Care sectors and has been an Axial member since 2019.

Established in 2018 in Greenwich, Colter Lewis Investment Partners advises UHNW families and invests personal capital alongside them. The firm was built by experienced financial executives from investment banking and asset management who saw that sophisticated investors were underserved by money center brokerage firms and private banks. Partners invest substantially all of their own assets alongside clients, ensuring complete alignment. Eric Felder joined the firm as Chief Investment Officer and partner in February 2026.

Greenwich-based MFO founded in 2005 by Eiichiro Kuwana and Yumi Mera Kuwana, both former Goldman Sachs and Morgan Stanley professionals. The firm manages generational capital for a select group of UHNW families globally, building portfolios that span public and private markets with emphasis on fundamental bottom-up investing, minimal debt, and tax efficiency. Registered with both the US SEC and Japan's Ministry of Finance.

The Dalio Family Office manages the personal wealth of Bridgewater Associates founder Ray Dalio and his family, with Mark Dalio also involved as a principal. After stepping back from day-to-day management of Bridgewater in 2022, Ray Dalio described himself as CIO of his own family office as of September 2025. The family office invests across PE, VC, real estate, and credit, with offices in Westport, New York, Singapore, and Abu Dhabi, and disclosed a $500 million bet on US stocks in February 2026. Dalio has committed to giving away more than half his wealth through Dalio Philanthropies.

David Yarnell brings 25+ years of operating, consulting, and investing experience in the broad consumer sector, spanning products and services with multi-channel distribution strategies. His investment history includes LoveSac (2007), Travel Holdings (2005), Profitlogic (2004), Retail Solutions (2004), and Alloy Media (1998), along with advising on Mom365's 2011 acquisition by Bounty UK.

Fairfield, Connecticut-based family office that partners with seasoned operating executives to target control acquisitions in high-quality small businesses. Frasier focuses on companies generating $2 to $10 million in revenue, pairing family office capital with hands-on management expertise.

Founded in 1999 in Darien, G. Scott Capital Partners is a family office and PE investment firm. The firm uses a strategic buy-and-build approach focused on value creation and capital preservation, acting as a patient, long-term partner. Scott Capital targets management buyouts, family succession situations, recapitalizations, and growth equity, completing over 40 investments across its history. In February 2026, the firm co-invested with Verdane in Bluewater Bio and Aquavest, water reuse technology companies.

Influx Capital offers a wide range of working capital financing solutions for small to medium-sized companies, providing flexible capital structures to support growth and operational needs. Services include asset-based financing, debt restructuring, growth capital, commercial real estate services, mergers and acquisitions, and leveraged buyouts for lower middle market companies.

The Jones Family Office manages the personal wealth of Paul Tudor Jones II, founder of Tudor Investment Corporation, one of the most successful macro hedge funds in history. The family office invests across diverse asset classes including Singita, an eco-tourism company operating luxury safari lodges in Africa. Jones founded Tudor in 1980 and has been based in the Greenwich corridor since the early 1990s.

Kidd & Company traces its roots to 1976 when founding partner Bill Kidd made his first PE investment. The firm takes control equity positions in middle-market companies, combining intensive research with operational expertise. Unlike traditional PE, KCO funds operational costs from its own resources and invests proprietary capital in every deal, no LPs, no exit requirements, no predetermined hold periods. Recent exits include the $185 million sale of Logistyx Technologies to E2open in March 2022 and the recapitalization of Pierce Washington in January 2022.

Kokino Family Office manages the wealth of the Estate of Jonathan Sackler and related family clients from Stamford, Connecticut. Founded in 2014, the firm provides discretionary investment management exclusively to Sackler family members. Kokino maintains significant public equity positions including a controlling stake in Gulf Island Fabrication, a Houston-based producer of offshore oil rigs and complex steel structures.

Named for Longwall Street in Oxford (co-founder Kerry Stirton was a Rhodes Scholar there), this Westport MFO launched in 2021 with a team averaging 30+ years in institutional investing. Custom portfolio construction, risk management, and tax-efficient wealth management for high-net-worth families.

A privately held investment firm focused on long-term ownership of durable operating businesses. Founded by a team with deep experience in investment banking, buyouts, and operations. Mica Basin invests its own capital exclusively, taking an active approach alongside existing management teams without external fund structures.

Stamford-based family office established in 2008, led by Aleem Mawji. The firm invests with a principal orientation designed to protect and compound capital over the long term, with deep experience across both private and public markets.

A Greenwich-based single-family office focused on investing in small to mid-sized companies across a wide range of industries. Osprey Island partners with ambitious founders, entrepreneurs, and management teams seeking to build lasting businesses. Rather than targeting specific sectors or geographies, the firm prioritizes identifying exceptional leaders committed to lasting enterprises.

Connecticut-based multi-family office that actively seeks acquisitions in the Middle Atlantic region. Piper Riggs combines patient family office capital with operational expertise to partner with business owners and management teams pursuing growth or ownership transitions.

Founded in 2017 by veteran SFO chief investment and chief operating officers Peter Pauley and Brendan MacMillan. QP Global operates a shared single-family office platform, managing eleven SFOs with capacity for a select few more. The firm assumes key leadership roles including President, CIO, and COO for each family, providing strategic planning, governance frameworks, investment management, and financial operations. Minimum net worth of $200 million.

Founded in 2008 in Manchester, Connecticut, Red Deer Capital specializes in acquisitions across manufacturing, distribution, and real estate. The firm provides strategic guidance, operational expertise, and governance support beyond equity capital. Long-term investment horizon with a deep commitment to collaborative partnership with management teams.

RoundTable Financial Group is a partnership specializing in alternative assets, including hedge funds, PE and venture funds, direct investments in operating companies, and other private opportunities. The firm operates as an alternative investment merchant bank, providing capital raising, fund placement, and advisory services to hedge fund managers, private equity fund managers, and alternative asset investors. RoundTable maintains affiliate relationships with Boone Opportunity Lenders, a middle-market credit and structured equity fund, and BridgeStreet Partners, a C-level executive search firm.

Chris Shumway, a former Senior Managing Director at Tiger Management, founded Shumway Capital in 2002. The firm converted to a family office structure in 2011, reoriented toward long-term investing with capital drawn entirely from the firm's partners as a permanent base for patient decision-making. Shumway grew the firm from $70 million to over $9 billion, investing across private investments, public equities, and seed capital globally. Chris Shumway and his wife Carrie established the Chris and Carrie Shumway Foundation, focused on education reform.

Squadron Capital is a private investment vehicle funded by a Chicago-based trust established by Jennifer Pritzker, an heiress to the Hyatt Hotels fortune. Founded in 2008 near Hartford, the firm is exceptionally well-capitalized and typically requires no debt financing. Squadron has grown from a startup to a portfolio valued at nearly $1 billion, targeting companies with $10 to $100 million in revenues. The firm invests alongside private equity partners at Brooke Private Equity Advisors, providing debt or equity financing up to $150 million with a multi-generational investment horizon.

Trove provides sophisticated financial administration for UHNW families, delivering the benefits of a single-family office without the burden of building one. Formed through the combination of Cornerstone Family Office, JDJ Family Office Services, and accounting firm Martin DeCruze, rebranding as Trove in late 2023. Offices in Stamford, Boston, Bryn Mawr, New York, and Salt Lake City manage over $30 billion in AUM and advisement. Trove received a High Commendation for Best Multi-Family Office (over $25 billion) at the 2026 Private Asset Management Awards and was shortlisted for the 2026 Family Wealth Report Awards.