Investor Directory
Family Offices in New York
This directory covers 193 family offices in New York; the 169 researched collectively manage an estimated $600-900 billion. Rockefeller Capital Management ($187B AUM), Bessemer Trust ($100B), Mousse Partners ($93B), and Soros Fund Management ($28B) anchor the top of the market. The Lauder family office, BBR Partners, and DFO Management round out the largest players. The market divides into three primary tiers: ultra-high-net-worth offices (UHNW, $500M+ AUM) concentrated in Manhattan's established wealth corridors; mid-market offices ($50M-$500M) increasingly distributed across Brooklyn and Westchester; and emerging offices created by first-generation tech and finance entrepreneurs. Generational transitions are accelerating. Roughly 40% of capital will transfer to second and third-generation wealth managers within the next decade, creating decision-maker turnover and heightened receptivity to operational improvement solutions. Investment appetite remains strong but selective, targeting lower middle-market companies ($5M-$50M revenue) with recurring revenue models and defensible competitive positioning.
Data last verified: April 2026
193 firms
2M Investment Partners
AUM
Key:Michael Fields and Michael Kober, Managing Partners
2M Investment Partners is an investment partnership backed by a $1b+ family office with a mandate to own and operate a concentrated portfolio of high quality regional businesses. The firm brings entrepreneurial energy, long-term capital, and professional deal experience to its investments.
Focus
Owning and operating a concentrated portfolio of high quality regional businesses
Invests via
Abacus
Abdul Latif Jameel
Achilles Management
AUM
Key:Sachin Khajuria, Founder and Chief Investment Officer
Unlike most single-family offices, Achilles uses proprietary AI technology to invest across the capital structure in private and public markets. Holdings span stock and bond markets, private equity, private credit, real estate, infrastructure, technology, commodities, and life sciences.
Focus
Investments across the capital structure in private and public markets including equities, bonds, private equity, private credit, real estate, infrastructure, technology, commodities and life sciences
Sectors
Invests via
Adakin Capital, LLC
AUM
Focus
Advance
AUM
S.I. Newhouse and his family founded Advance in 1922. The firm remains a private, family-held business building long-term value through a diversified portfolio spanning media, entertainment, communications, technology, education and other growth sectors. Advance partners with portfolio companies through relationships built on trust, providing patient capital and supporting leadership teams.
Focus
Building value through a diversified portfolio spanning media, entertainment, communications, technology, education and other promising growth sectors.
Sectors
Invests via
Aeonic Partners
AUM
Aeonic Partners seeks to work with high-quality management teams to build businesses for the long-term. Different from traditional 5-year private equity investment cycles, Aeonic employs a buy-and-hold strategy with patient, permanent capital.
Focus
Long-term buy-and-hold investments partnering with high-quality management teams to build businesses
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AETERNA CAPITAL PARTNERS
AUM
Aeterna Capital Partners focuses on direct investments across the balance sheet, unconstrained by a traditional PE fund structure. The firm isn't volume-driven. It backs people, takes a long-term view, and structures win-win outcomes with its partners.
Focus
Direct investments in companies and people with a long-term perspective
Aksia
AUM
$10.7 billion
Aksia is an alternative investment advisory and multi-family office platform managing over $10 billion in assets. The firm specializes in hedge fund, private equity, and real asset research and portfolio construction for institutional investors and family offices. Aksia conducts rigorous operational due diligence and manager evaluation across thousands of alternative investment funds globally.
Focus
Alternative investment advisory specializing in hedge funds, private equity, and real assets research and portfolio construction
Sectors
Invests via
Alander Management, LLC
AUM
Founded in 1983, Alander Management is a single-family office that compounds family capital to fund philanthropic priorities. Services include investment management, financial planning, tax planning and compliance, estate planning, philanthropy, and family governance.
Focus
Public Equities, Credit, Private Equity, Direct Investments, Real Estate, and Impact Investments
Sectors
Invests via
Alliance Global Finance
AUM
Alliance focuses on direct late-stage venture capital and early-stage private equity investments in cleantech, particularly water. The firm also targets distressed or special situation opportunities in small to mid-size companies.
Focus
Cleantech with focus on water; distressed or special situation opportunities in small to mid-size companies
Sectors
Invests via
Alpha Square Group
Arrivato LLC
AUM
Key:Brian DeLucia, Managing Partner
Arrivato LLC is a multi-generational family office managing capital across real estate, critical infrastructure, power generation, fiber, manufacturers, and special situations. The firm combines asset ownership with institutional intelligence, offering strategic partnership and capital allocation alongside security, due diligence, and asset recovery services. They focus on building companies rather than capital markets arbitrage.
Focus
Real estate, critical infrastructure assets, power generation, fiber, manufacturers, distributors, healthcare-related companies, special situations, and AI infrastructure and technology
Sectors
Invests via
ATM Capital Partners LLC
AUM
ATM Capital Partners LLC is a small family office focused on investment in real assets in the US and direct investment in private equity in China through its affiliate, Jade Capital Management LLC.
Focus
Real assets in the United States and private equity investments in China
Invests via
Aysen Corporation
Bagnols Family Office Investment Partners
AUM
Key:Sam Levine, Founder
Founded by Sam Levine, Bagnols Family Office Investment Partners draws on 25 years of middle market private equity experience. Before launching the family office, Levine held leadership roles at Roundtable Investment Partners, Blue Mountain Capital, and Eos Partners.
Focus
Middle market private equity investments
Sectors
Invests via
BBR Partners
AUM
$20.7 billion
BBR Partners is an independent, employee-owned multi-family office providing investment management, tax, and estate planning services to ultra-high-net-worth families. Founded in 2000 by former Goldman Sachs professionals, the firm manages over $20 billion in client assets through customized portfolios spanning public markets, private equity, real estate, and alternative investments.
Focus
Customized investment management, tax, and estate planning for UHNW families across public and private markets
Sectors
Invests via
Beitel Group
AUM
Specializing in acquiring multifamily, development, and mixed-use properties, Beitel Group thrives on unlocking potential and delivering value-added solutions. The firm manages the entire property investment life cycle from acquisition to exit, including financing, construction, renovation, stabilization, and disposition. Success is achieved through innovative investment strategies, rigorous due diligence, and asset management excellence.
Focus
Real estate acquisition and management, specializing in multifamily, development, and mixed-use properties
Sectors
Invests via
Belfer Management LLC
AUM
Belfer Management runs a diversified family investment portfolio from New York.
Focus
Diversified investments
Bender Equity
AUM
Healthcare, technology, industrials, and consumer goods. That's where Bender Equity invests, targeting high-potential mid-market companies and partnering with exceptional leaders to build long-term value. The approach is thesis-driven and people-centric, backed by generations of entrepreneurial success.
Focus
Mid-market company investments focused on healthcare, technology, industrials, and consumer goods sectors with buyouts and growth capital strategies
Sectors
Invests via
Beninvest & Associates LLC
AUM
Founded in 1992, Beninvest & Associates runs a family office focused on uncorrelated, market-neutral alternative investments with liquid strategies and advanced trading technologies. The firm also provides international business development services, including digital marketplaces and tokenization of real-world assets, with current focus on Africa. And it builds custom AI agents for companies seeking market intelligence and international expansion support.
Focus
Market-neutral alternative investments, liquid strategies, international business development, AI-driven solutions, tokenization of real-world assets
Sectors
Bessemer Trust
AUM
$100 billion
Bessemer Trust is one of the largest multi-family offices in the United States, founded in 1907 by Henry Phipps with wealth from the Carnegie Steel Company. The firm provides full-service investment management, wealth planning, and family office services to approximately 2,500 individuals and families. Bessemer manages over $100 billion in assets through an integrated platform spanning public equities, fixed income, private equity, real estate, and hedge funds.
Focus
Full-service wealth management across public equities, fixed income, private equity, real estate, and hedge fund strategies
Sectors
Invests via
BFO21
AUM
Unlike most family offices, BFO21 pairs capital with strategic insights aimed at impact and long-term value creation.
Focus
Capital provision and insights for impact and value creation
BPF Capital
AUM
Key:Gray Baldwin, Founder and CIO
Unlike most single-family offices, BPF Capital pairs direct investing with full trust, estate, and tax advisory under one roof. Founded by Gray Baldwin, the firm manages capital across private equity, real estate, and external managers. BPF builds multigenerational investment strategies and family governance structures.
Focus
Private equity, real estate, and active management across a diversified portfolio
Sectors
Invests via
Brandywine Trust Group
AUM
$15 billion
Stewards of capital for a limited number of families, delivering comprehensive fiduciary and investment solutions key to preserving wealth and purchasing power across generations. Investment success is a major fiduciary goal, and the stability of trusteeship is an enabler of investment success.
Focus
Fiduciary and investment solutions for wealth preservation
Bravia Capital
AUM
Key:Bharat Bhisé, Founder
Founded in 2000 by Bharat Bhisé, Bravia Capital is a privately held, independent single-family office investing globally in private equity, credit, and early-stage ventures with a focus on Indian private equity. The firm plays a hands-on role in scaling businesses across industrials, financial services, real assets, entertainment, and disruptive technologies.
Focus
Global private equity, credit, and early-stage ventures, with emphasis on Indian private equity and direct investments across industrials, financial services, real assets, entertainment, and disruptive technologies
Sectors
Invests via
Bravo Family Foundation
AUM
Bravo Family Foundation supports individuals in Puerto Rico with the mindset to grow and the drive to lead, helping them take ownership of their future. Through mentoring, education, and access to networks, the foundation provides tools and resources that fuel personal and economic empowerment by investing in purpose-driven leadership, entrepreneurship, and community innovation.
Focus
Community leadership, entrepreneurship, youth empowerment, and economic development in Puerto Rico
Sectors
Invests via
Brodie Generational Capital Partners
AUM
A long-term approach to investing and philanthropy built on generations of partnerships with businesses and causes they believe in. Their values of courage, commitment, creativity, and benevolence guide everything they do.
Focus
Growth-oriented businesses and philanthropic causes
BWGI - Brasil Warrant Gestão de Investimentos
AUM
BWGI manages restricted public funds and doesn't have external clients. The firm doesn't distribute investment fund shares.
Focus
Management of restricted public funds
CAM Capital
AUM
Based in New York City but deploying across public and private markets globally, CAM Capital is a single-family office pursuing long-term compounded growth through a fundamentals-driven, opportunistic strategy. Holdings span public and private equity, corporate credit, real estate, and global macro instruments.
Focus
Long-term compounded growth through fundamentally-driven, opportunistic investment strategy across public and private markets
Cameron Holdings
AUM
Cameron Holdings is a family office investor focused on acquiring, building and operating middle-market manufacturing, industrial service and value-added distribution companies across a broad range of end markets. For over 30 years, the firm's proprietary, single source of capital provides significant advantages, enabling it to acquire control positions and build businesses for long-term success.
Focus
Middle-market manufacturing, industrial service, and value-added distribution companies
Sectors
Invests via
Camino Partners
AUM
Key:Daniel Lubetzky, Founder
Founded by Daniel Lubetzky and the team that built KIND Snacks into a multi-billion-dollar business, Camino Partners invests alongside operators building lasting enterprise value. The firm targets companies solving real consumer problems with strong unit economics and values-aligned leadership.
Focus
Consumer-focused companies with sustainable growth and values alignment
Sectors
Invests via
Carbon Drawdown Collective
AUM
Climate solutions. That's what Carbon Drawdown Collective does, deploying capital to scale proven and promising answers to the climate crisis. The founder is a repeat renewable energy entrepreneur who backs both for-profit businesses and nonprofit organizations.
Focus
Climate crisis solutions through investments in for-profit businesses and nonprofit organizations
Sectors
Invests via
Carroll Capital
AUM
Key:Brian F. Carroll, Founder
Founded by Brian F. Carroll, Carroll Capital builds a concentrated, actively managed portfolio of differentiated businesses. The firm invests only personal capital, creating complete alignment with management teams and zero reliance on outside equity. Carroll works closely with founders and operators to develop world-class companies.
Focus
Building concentrated portfolios of differentiated, high-growth businesses with active management and long-term operational improvement
Invests via
Cat Trail Capital
AUM
Key:David Dekker, Managing Partner
Founded in 2004 by David Dekker, Cat Trail Capital is a single-family office focused on growing its GP commit. The firm takes strategic positions in public securities, places capital with fund managers, holds real assets, and occasionally invests in small private companies. Both debt and equity, always with active, ongoing relationships.
Focus
Publicly traded securities, fund placements, real assets, and small private companies
Invests via
Catal Group
CB Capital Partners
AUM
Key:Christopher J. Baclawski, Managing Partner
Specialized investment banking firm providing M&A advisory, capital raising, debt placement, and valuation services for private middle market companies. Asset management practice serves institutional investors, family offices, and high net worth individuals across commercial real estate including retail, offices, multi-family, hotels, assisted living, and self-storage properties.
Focus
Commercial real estate acquisition, repositioning, recapitalization, and development; investment banking advisory including M&A, capital raises, and valuations for private middle market companies
Sectors
Invests via
Cedar Hill Holdings
AUM
Founded in the 1970s, Cedar Hill Holdings has focused on capital preservation and appreciation through commercial real estate debt and value-oriented investments for over five decades. The firm brings institutional execution to small and middle market real estate, extending credit to developers, owners, and operators.
Focus
Commercial real estate debt, bridge loans, and value-oriented investments
Sectors
Invests via
Cedar Legacy
AUM
Cedar Legacy is a family office that holds and manages a global portfolio of investments across a broad range of asset classes in public and private markets. Based in New York City.
Focus
Global portfolio of investments across public and private markets
Ceniarth
AUM
$749M
Ceniarth is an impact-first, single-family office that focuses on investments benefitting underserved communities globally. The firm deploys capital to funds, financial intermediaries, and social enterprises supporting marginalized and vulnerable populations across agriculture, affordable housing, financial inclusion, and climate justice.
Focus
Impact investments benefitting underserved communities globally, with emphasis on agriculture, affordable housing, financial inclusion, and climate justice
Sectors
Invests via
Cherner Capital
AUM
Real estate. That's been Cherner Capital's focus since 1930, making it one of the oldest family offices in this directory. Based in Washington, D.C. and New York City, the firm invests in real estate and non-real estate assets to preserve and grow wealth across generations.
Focus
Real estate and alternative assets
Sectors
Cisneros
AUM
Key:Adriana Cisneros, CEO
Cisneros is a privately held global enterprise with over 95 years of experience operating businesses worldwide. The company focuses on digital advertising, media and entertainment, real estate, social leadership, entrepreneurship, and new technologies.
Focus
Digital advertising, media and entertainment, real estate development and tourism, technology and space-based broadband communications, social impact and entrepreneurship
Sectors
Invests via
Coruscant LLC
AUM
Coruscant LLC focuses on direct private equity, venture capital, and alternative funds, with emphasis on biotech, data analytics, quantitative trading, and blockchain. Founded in 2020, the firm invests broadly across asset classes and strategies.
Focus
Direct private equity, venture capital, and alternative funds with emphasis on biotechnology, data analytics, quantitative trading, and blockchain
Sectors
Invests via
Council Ring Capital
AUM
Council Ring Capital is a Chicago-based, multi-strategy investment firm affiliated with a single family. The firm uses its permanent capital base to make long-term investments in publicly-traded companies, privately-held or sponsor-backed companies, and partnerships with third-party investment funds.
Focus
Multi-strategy investments across publicly-traded companies, privately-held and sponsor-backed companies, and third-party investment funds
Invests via
Covepoint Capital Advisors LLC
AUM
Covepoint is a family office founded by Melissa Ko and is focused on investing in currencies, interest rates and other macro asset classes. The firm combines a blend of trading experience with a research approach that focuses on the interactions between developed and emerging markets.
Focus
Currencies, interest rates and other macro asset classes
CS Family Office
AUM
CS Family Office invests with precision in deep technology ventures including AI and machine learning, alongside property technology innovations. The firm is deeply committed to positive societal change, directing investments toward community well-being, environmental stewardship, and sustainable development alongside financial returns.
Focus
Deep technology, artificial intelligence, machine learning, property technology, and social impact
Sectors
Culbro, LLC
AUM
Culbro, LLC was formed in 2005 as the private equity investment vehicle of the Cullman family and is presently managed by a team with deep experience in direct investing and operational management.
Focus
Private equity investments on behalf of the Cullman family across diverse industries
Cyanos
AUM
Cyanos was founded in 2020 and specializes in alternative investments and public markets. The firm doesn't currently invest in private markets.
Focus
Alternative investments and public markets
Dalio Philanthropies
AUM
Dalio Philanthropies was founded by the Dalio family in 2003 to organize and implement their giving. The family shares a common mission to create equal opportunity by providing better access to quality education, healthcare, capital, and technology, while fostering local and global communities and exploring and protecting the Earth's oceans.
Focus
Education, ocean exploration and protection, digital access, health and wellness, economic empowerment, and community support
Sectors
DCM Capital Advisors
AUM
DCM Capital Advisors focuses on middle market companies with a flexible mandate spanning private equity, private debt, and publicly traded securities.
Focus
Middle market companies
Invests via
Decades Holdings
AUM
Unlike most family offices, Decades Holdings backs only category-defining technology companies. The firm is dedicated to the long game.
Focus
Category defining technology companies
Demira Gate Investments
AUM
Based in New York but deploying across the U.S. and Europe, Demira Gate is a private investment firm with a strong track record and global perspective. The firm partners with high-growth management teams and companies positioned for market leadership.
Focus
High growth companies and market leaders in the U.S. and Europe
DFO Management
AUM
$16.3 billion
DFO Management is a New York-based multi-family office providing holistic wealth advisory and investment management services to a select group of ultra-high-net-worth families. The firm oversees approximately $16 billion in assets, deploying capital across diversified strategies including public equities, fixed income, hedge funds, private equity, and real estate.
Focus
Holistic wealth advisory and investment management across public equities, hedge funds, private equity, and real estate
Sectors
Invests via
Dominion Capital
DV Trading
East Rock Capital
AUM
$3.1 billion
East Rock Capital is a multi-family office and investment firm managing approximately $3 billion in assets for a select number of families and endowments. The firm focuses on manager selection and portfolio construction across hedge funds, private equity, venture capital, and real assets, drawing on deep relationships with top-tier investment managers to build concentrated portfolios of high-conviction strategies.
Focus
Manager selection and portfolio construction across hedge funds, private equity, venture capital, and real assets
Sectors
Invests via
Eastbridge Group
AUM
$1.5B
Key:Yaron 'Ronny' Bruckner, Founder
$1.5B across real estate, consumer products, media, retail, education, insurance, and biotech. Eastbridge Group has invested across these sectors for over 40 years. The firm is the majority shareholder in NYC real estate company DTH Capital, a partner in investment platform SC Holdings, and an investor in select PE funds, hedge funds, and early-stage investments across the U.S., Europe, and Israel.
Focus
Real estate, consumer products, media, retail, education, insurance, biotechnology, private equity, hedge funds, early stage investments
Sectors
Invests via
Eleven Capital Management
AUM
Eleven Capital Management invests across the capital structure as the direct private investment arm of Grassy Creek LLC, a first-generation single-family office. The firm takes both majority and minority positions, from early-stage VC to later-stage PE. Over 40 portcos and funds in the current portfolio.
Focus
Direct private equity and venture capital investments across multiple industries and capital structures, from early-stage to later-stage opportunities
Invests via
Elysium Management, LLC
AUM
Elysium is a private investment firm that manages investments for a single family office. The firm works closely with portfolio companies and management teams, taking a collaborative and long-term approach to value creation.
Focus
Private investments managed for a single family office with a hands-on partnership approach
Emigrant Capital
AUM
Key:Chris Staudt, President
Unlike most family offices, Emigrant Capital invests directly from the balance sheet of Emigrant Bank, the nation's largest family-owned bank. That means patient capital and flexible structures. The firm partners with management teams to help strong companies reach their full potential through strategic planning, operational improvements, and acquisition support.
Focus
Direct equity and debt investments in middle-market companies across industrial, technology, business services, and consumer lifestyle sectors
Sectors
Invests via
Emles Advisors
AUM
Key:Gabriel Hammond, Founder and CEO
Founded in 2012 by Gabriel Hammond (founder and CEO of SteelPath and Alerian), Emles Advisors invests for long-term capital appreciation across venture capital, infrastructure, and real estate development. The firm uses flexible capital solutions and a patient approach.
Focus
Long-term capital appreciation across Venture Capital, Infrastructure, and Real Estate Development
Sectors
EOTHEN
AUM
Eothen focuses on stewarding businesses through various stages of growth, using permanent capital to partner with entrepreneurs who share long-term objectives. The firm invests across both public and private markets, combining business and cultural resources.
Focus
Direct investments across various stages of business growth in both public and private markets, partnering with entrepreneurs and operating partners to acquire or invest in businesses.
Sectors
Invests via
Equable Capital
AUM
Key:Jonathan Smidt, Founder
Equable Capital was founded by Jonathan Smidt, a former partner at KKR. The firm invests between $5 million and $50 million in single businesses or portfolios, pursuing long-term success through patient partnerships with management and key shareholders. Jonathan adds value by combining management's operational expertise with his experience and network to build sustainable value for all shareholders.
Focus
Long-term growth and success of businesses through patient partnerships with management and key shareholders
Invests via
Equity Investment Group
AUM
Commercial real estate and lower MM operating companies. That's Equity Investment Group's focus. The firm also engages in advisory and fund management, private equity, and other strategic investments.
Focus
Commercial real estate and lower middle market operating companies with private equity and strategic investments
Sectors
Invests via
Euclidean Capital
AUM
Founded in 2009 to manage the personal wealth of mathematician Jim Simons, who built Renaissance Technologies into one of history's most successful quantitative hedge funds. Simons passed away in May 2024; the office continues under family and professional management. Euclidean focuses on private capital in early-stage biotech, life sciences, and AI companies. The 13F-reported public securities portfolio is a fraction of total holdings, which span substantial private and venture positions not captured in SEC filings. The firm was a pioneer in life sciences investing within the family office space.
Focus
Private capital, early-stage investments in biotech, life sciences, and artificial intelligence
Fairfield-Maxwell
AUM
Fairfield-Maxwell is a third generation family-owned enterprise that has successfully bought, built, and grown companies through long-term capital investments across industries and geographies. The firm works with no time constraints to grow the value of each business while respecting its past, employees, and community.
Focus
Long-term capital investments in companies across industries and geographies
Invests via
FFO, LLC
AUM
FFO is the premier family office and business management company for ultra-wealthy individuals, families, and their advisors, offering tailored solutions that bridge financial and lifestyle objectives with unmatched expertise and discretion. The firm provides comprehensive wealth management, financial planning, accounting, tax services, business services, and personnel management.
Focus
Wealth management, financial planning, and business management for ultra-wealthy families and individuals
First Haven Capital
AUM
First Haven Capital is a private investment group pursuing investment opportunities alongside distinguished private equity sponsors. The firm partners with funded sponsors, independent sponsors, merchant banks and family offices on control investments in leading lower-middle market companies.
Focus
Lower-middle market control investments alongside private equity sponsors and independent sponsors
Invests via
Forbes Family Trust
AUM
$11.2 billion
Forbes Family Trust is a multi-family office offering investment advisory and wealth management services to ultra-high-net-worth families. The firm manages over $11 billion in assets, providing independent advice across asset allocation, manager selection, private investments, and full wealth planning. Forbes Family Trust operates with an institutional approach while maintaining the personalization of a family office.
Focus
Independent investment advisory, asset allocation, manager selection, and full wealth planning for UHNW families
Sectors
Invests via
Forty Four Holdings
AUM
Founded by Clifton S. Robbins, Forty Four Holdings is his single-family investment office. Robbins has spent 35+ years managing capital across private and public markets. The approach: back best-in-class partners focused on building long-term value.
Focus
Private and public market investments
Invests via
Global Realty Capital
AUM
Based in New York and Dubai, Global Realty Capital is a single-family office focused on worldwide investments and finance.
Focus
Worldwide investments and finance
Gorlin Companies
AUM
For over 45 years, Steve Gorlin has been building companies primarily in the biotech and pharma industries. Gorlin Companies is a healthcare-focused single-family office that builds companies improving patient quality of care and healthcare economics globally. The firm invests across biotech and pharma at all stages of development, with emphasis on U.S.-based companies with immediate international market potential.
Focus
Biotech and pharma companies at all stages of development with emphasis on U.S. companies with international potential
Sectors
Invests via
Great Point Capital LLC
AUM
Key:James Lynch, Senior Managing Director
For over twenty years, Great Point Capital has been providing independent, boutique wealth management, investment banking and capital market services. Founded and staffed by professional traders, bankers and experienced wealth managers, Great Point delivers the unique combination of local, customized services with a national brand and deep resources.
Focus
Wealth management, investment banking, and capital market services for high-net-worth investors and business owners
Harbor Financial Management LLC
Hildred Capital Partners, LLC
AUM
Hildred Capital Partners, LLC is a family investment firm that manages investments in a broad range of securities, including equity and debt, across geographies and sectors, on both an active and passively managed basis.
Focus
Broad range of securities including equity and debt across geographies and sectors, actively and passively managed
Horizon Family Office
AUM
Family office services focused on removing complexity and aligning resources with what matters most. We bring together a network of seasoned experts in tax, estate, and investment strategy to turn questions into confidence and ensure your family, values, and vision are protected.
Focus
Family office and wealth planning services
Horizon Point Capital
AUM
Horizon Point Capital is the private investment arm of a family office that traces its roots back to 1946. We focus on investing in lower-middle-market companies and make both control and minority investments to form lasting partnerships and support growth-oriented initiatives over a long-term time horizon.
Focus
Lower-middle-market companies with control and minority investments across business services, food and beverage, consumer products, and software
Sectors
Invests via
Hudson Park
Humilis, LLC
AUM
Humilis, LLC is a multi-family office headquartered in Boca Raton, Florida. The firm believes humility is a critical trait for any investor. Humilis seeks Limited Partner and direct investments in Equity Hedge Funds, Fixed Income, Private Equity, Real Estate and Venture Capital.
Focus
Equity Hedge Funds, Fixed Income, Private Equity, Real Estate and Venture Capital
Sectors
Invests via
Infinitive Capital
AUM
Key:Prateek Aneja, Partner
Infinitive Capital is a family office that invests in small and medium-sized family-owned businesses across North America. The firm works with founders to structure succession plans that preserve their legacy. Infinitive Capital takes a direct and long-term role, committing its know-how and personal capital to help businesses continue for the long-term.
Focus
Investing in small and medium-sized family-owned businesses across North America
Sectors
Invests via
Ingleside Investors
AUM
Ingleside Investors (also known as A.C. Israel Enterprises) is a financial holding company representing the investment interests of the Israel family. The firm has been involved in global financial markets for over a century and currently invests in a wide range of traditional and non-traditional financial assets, with a focus on private equity.
Focus
Private equity and diverse traditional and non-traditional financial assets
Sectors
Inherent Group
Innovative Family Office
AUM
The Innovative Family Office is a private wealth management advisory firm that serves high-net-worth and ultra-high-net-worth investors. We offer customized, comprehensive solutions for managing personal and family assets. Our family office approach emphasizes confidentiality, accessibility, and centralized account management.
Focus
Wealth management for high-net-worth and ultra-high-net-worth investors
J.S. Bean & Son LLC
AUM
Key:Jonathan Spangler Bean, President
J.S. Bean & Son LLC is the investment and administrative office for the Bean family. Jonathan Bean brings more than three decades of experience in alternative asset management, institutional investing, and private capital formation. The firm maintains a long-term investment perspective and commitment to responsible stewardship across various investment opportunities.
Focus
Alternative asset management, institutional investing, and private capital formation with involvement in natural resources
Sectors
JD Paramount
AUM
JD Paramount is a family office headquartered in NYC dedicated to preserving and growing family wealth and legacy through private investments and philanthropy. The firm invests across real estate, private equity, and venture growth, integrating fund investments, secondaries, and co-investments to deliver solutions that preserve capital and generate steady cash flows.
Focus
Real estate, private equity across multiple sectors, venture growth in technology, and philanthropy
Sectors
Invests via
JMC Family Office
AUM
JMC Family Office is the direct investment arm of the JMC Family to partner with operators and owners. The firm partners for the long term and helps organizations realize their vision and reach the next level. The JMC Family Foundation is committed to charitable partnerships and giving back.
Focus
Direct investments in businesses and non-profit organizations
Invests via
Kactus Capital Management
AUM
Kactus Capital is a private investment firm focused on principal investments across public and private markets on a global basis.
Focus
Public and private market investments globally
Kenmar Olympia
AUM
Kenmar Olympia's success may be measured by the longevity of its team, where the average experience of its investment professionals exceeds 20 years. The firm provides dynamic and forward-looking solutions for its clients through a collegial and team-oriented culture where professionals challenge consensus views and bring diverse perspectives.
Focus
KG Funds Management LLC
AUM
KG Funds Management LLC currently operates as the family office of Ike Kier. The firm invests primarily in US and Israeli-based early-stage and growth companies whose technological solutions aim to solve civilization's most pressing challenges related to climate change and social equity. Through these investments, the firm seeks alpha generation, believing doing good and making money aren't mutually exclusive.
Focus
Early-stage and growth companies in the US and Israel focused on climate change and social equity
Kin Group
AUM
Key:Bella Acton, Senior Partner - Kin Brand & Innovation Hub
Kin Group is a privately held Australian-based investment office with a 100-year growth vision. The firm invests across manufacturing, FMCG, financial markets, technology, and real estate through both wholly owned operating businesses and co-investments. Kin Group supports entrepreneurs by providing capital and resources to build larger businesses.
Focus
Multi-sector investments including manufacturing, FMCG, financial markets, technology, and real estate
Sectors
Invests via
Kosinski Ventures
AUM
A family fund that invests in early stage technology startups.
Focus
Early stage technology startups
Sectors
Invests via
Landmark Management
AUM
$3.2 billion
Landmark Management, LLC is a fee-only SEC-registered investment adviser serving a small, select group of very high net worth individual and family clients. For over 20 years, Landmark has been dedicated to providing objective, institutional-quality advisory services and access to the best available talent to meet each client's unique needs. The firm manages approximately $3.2 billion in assets across customized portfolio strategies spanning public equities, private equity, real estate, and alternative investments.
Focus
Fee-only, objective institutional-quality advisory services for very high net worth individuals and families
Sectors
Invests via
Landmark Management, Inc.
Lauder Family Office
AUM
$23B
Six Lauder family members collectively own 40% of The Estee Lauder Companies (NYSE: EL), the global beauty powerhouse with 25+ brands and $15B+ in annual revenue founded in 1946. Combined family net worth is approximately $23 billion. Leonard Lauder (d. June 2025, Forbes estimate $9.7B) bequeathed his Cubist art collection worth $1B+ to the Met. Ronald Lauder holds ~$4.7B. William P. Lauder is Executive Chairman (~$1.5B). Jane Lauder is EVP and Chief Data Officer (~$2.45B). Active board representation across generations maintains governance influence.
Focus
Controlling stake in The Estee Lauder Companies and diversified personal investments
Leaf Capital Partners
AUM
Building a legacy of strategic vision and sustainable growth. Independence lets us move quickly, think long-term, and choose partners whose ethics match our own. We back people we trust and a network that compounds opportunity into durable growth.
Focus
Life Innovation, Quantum Platforms, and Impact Investing
Sectors
Invests via
Leo Capital Management
AUM
Leo Capital Management's mission is to grow capital through investments in hospitality and grocery-anchored retail real estate businesses.
Focus
Hospitality and grocery-anchored retail real estate investments
Sectors
Invests via
Lepercq Group
AUM
Lepercq Group is a privately held investment firm that seeks to compound its family capital through investment strategies and partnerships. The firm was started in 1936 as the American Investment branch of Banque Schlumberger and has been driven by three core values of trust, innovation and flexibility. With offices in New York City, London and Singapore, Lepercq focuses on the management of generational capital, long-term partnerships and philanthropy.
Focus
Generational capital management, long-term partnerships and philanthropy
Linden Global Strategies
Logiq
Lupoff/Stevens Family Office LLC
AUM
Key:Kay Makishi, Vice President
Seeking measurable social and environmental impact, the Lupoff/Stevens Family Office invests as a limited partner in third-party impact fund managers. The family directly supports mission-aligned nonprofits through grants and recoverable grants to early-stage BIPOC and women-led investment managers. Impact objectives include wealth disparity, social inequality and justice, climate solutions and energy transition.
Focus
Impact investing with emphasis on wealth disparity, social inequality and justice, climate solutions and energy transition
Sectors
Invests via
Lyrix Holdings
AUM
Lyrix is a US-based family office and holding company that manages controlling and minority ownership interests across diversified business assets.
Focus
Diversified business investments across various industries
M&J Capital Partners
AUM
M&J Capital Partners is a vertically integrated real estate development company and single family office used to grow and preserve the assets of the Leone family. The company's activities include private credit and equity investing in commercial real estate and operating companies that have high cash on cash return potential.
Focus
Real estate development, private credit and equity investing in commercial real estate, and operating companies
Sectors
Invests via
Malkin Holdings
AUM
Key:Anthony E. Malkin, Chairman; George L. W. Malkin, President
Malkin Holdings is a New York-based family office founded in 1993 to invest in businesses and managers across a wide range of asset classes and geographies. The firm aims to add value and share experiences with partners through long-term relationships. Family members are active in business, philanthropy, politics, and real estate.
Focus
Private equity, venture capital, public equities, credit, and fixed income across diverse sectors and geographies
Sectors
Invests via
Manhattan Five Partners
AUM
Manhattan Five Partners is a leading real estate family office focused on three asset types: multifamily rental apartments, commercial lifestyle centers, and healthcare facilities. The firm's mission is to provide strong cash flow producing assets while creating environments tenants are proud to call home. With over 50 years of collective real estate knowledge, the firm emphasizes value-add strategies and generational assets.
Focus
Real estate investment across multifamily apartments, commercial lifestyle centers, and healthcare facilities
Sectors
Invests via
Marron Capital
AUM
Key:Donald B. Marron, Founder
Marron Capital is a private investment firm that represents the interests of the Marron family, founded over a decade ago by Donald B. Marron. The firm employs a long-term approach and oversees a portfolio of real estate holdings as well as investments across long-only equities, hedge funds, buyouts, and venture capital. Marron Capital's capital is captive, multi-generational, and flexible, with no holding period restrictions or external operating constraints.
Focus
Long-term multi-asset class investing including real estate, equities, hedge funds, private equity, and venture capital
Invests via
MBX Group
AUM
A long-term investor that uses private capital for financial services, media, healthcare, clean water and consumer products. The firm sources and manages investments for the founder of 5-hour ENERGY and related companies.
Focus
Financial services, media, healthcare, clean water and consumer products
Sectors
McCourt Global
AUM
Key:Frank McCourt, Executive Chairman
McCourt Global is a diversified enterprise building for tomorrow across real estate and infrastructure, sports, technology, and media. Founded by Executive Chairman Frank McCourt and led by an international executive team, the firm builds on a 133-year legacy of developing infrastructure and delivering strong financial results alongside a commitment to social impact.
Focus
Real estate and infrastructure development, sports ownership and operations, technology and media investments, and capital investment
Sectors
Invests via
Meritage Group LP
AUM
$13 billion
Meritage Group is an investment advisor which provides long-term partners with evergreen, flexible capital. The firm's structure allows it to invest with conviction and patience, independent of fundraising cycles or liquidity pressures, and to partner closely with management teams over time.
Focus
Long-term partnership with management teams, providing flexible capital independent of fundraising cycles
Merrimac Corporation
AUM
Merrimac Corporation was founded in 1989 as a single family office investing in hedge funds, private equity, venture capital, and direct real estate. The firm seeks to positively impact the world through investments and philanthropy, with particular focus on technology, biotechnology, climate change, and education.
Focus
Hedge Funds, Private Equity, Venture Capital, Direct Real Estate, Technology, Biotechnology
Sectors
Invests via
Mertal Family Partners
AUM
Key:Andrew Provost, Founder and Managing Partner
At Mertal Family Partners we support entrepreneurs, sponsors, and search funds to build exceptional companies. We provide capital, strategic resources, and hard work to help all partners benefit from shared success. The firm invests its own money for the long-term, allowing flexibility and a focus on growth and business building.
Focus
Direct investments in operational companies across healthcare, software, education, and manufacturing sectors
Sectors
Invests via
Meyer and Co. LLC
AUM
Meyer and Co. LLC is a New York City-based merchant bank focused on strategic growth investments and family office portfolio management. The firm operates through three affiliates managing investments across venture capital, private equity, real estate, and multi-generational family wealth.
Focus
Diversified investments including venture capital, private equity, real estate, and public markets
Sectors
Invests via
MFO Ventures
AUM
In 2022, Dr. Eric Moskow formed MFO Ventures to manage his family's assets and establish an institutional framework to partner with investors. The core team has worked together for 20-plus years to solidify the partnership and vision of the Moskow family. The team is composed of highly experienced healthcare executives, investment professionals, and functional specialists.
Focus
Healthcare Services and Healthcare Technology
Sectors
Invests via
Millbrook Capital Management
AUM
Millbrook Capital Management is a lower middle-market private equity firm investing in buyouts on behalf of John S. Dyson, his family and MCM employees. The firm is focused on being a long-term capital partner for management with an industry focus in Manufacturing, Business Services, Agriculture, and Wine. MCM has been making highly selective direct investments since 1981 with over forty completed buyout transactions with entirely principal capital.
Focus
Lower middle-market buyouts in Manufacturing, Business Services, Agriculture, and Wine
Sectors
Invests via
Miras
AUM
Miras is an institutional investor spanning three generations. Structured like an endowment, the firm pairs long-term capital and strong governance with the nimbleness of a family office. The portfolio is diverse, with commitment to each asset class proven in partnerships and returns.
Focus
Global institutional investment spanning private equity, venture capital, public equity, hedge funds, private debt, and real estate
Sectors
Invests via
Mousse Partners
AUM
$93B (total Wertheimer fortune)
Key:Charles Heilbronn, Founder
Founded in 1991 by Charles Heilbronn (Chanel executive and half-brother to owners Alain and Gerard Wertheimer), Mousse Partners manages the family's $93 billion fortune as the investment division of Mousse Investments Limited. Headquartered in the Solow Building in New York with offices in Beijing and Hong Kong, the 36+ person team includes alumni from Carlyle Group, GIC, and Soros Fund Management. Consumer bets include Beautycounter (rebranded Counter) and The Row. The firm recently invested in Rockefeller Capital Management's growth. The Wertheimers are sole owners of Chanel, one of the world's most valuable luxury houses.
Focus
Diversified private investments across consumer, beauty, luxury, and strategic holdings for the Wertheimer family
MSD Capital, L.P.
AUM
Founded in 1998 to manage the assets of Michael S. Dell and his family exclusively. MSD Capital runs a multi-disciplinary investment strategy focused on long-term capital appreciation, investing globally across public and private company equities, credit, real estate, and other asset classes.
Focus
Public and private company equities, credit, real estate and other asset classes
Invests via
MUUS & Company
AUM
Key:Michael w. Sonnenfeldt, Founder and Chairman
MUUS is home to the entrepreneurial, philanthropic, and cultural endeavors of Michael Sonnenfeldt and his family. The firm invests in mission-aligned opportunities that deliver superior, risk-adjusted returns.
Focus
Mission-aligned investments in real estate, private equity, and venture capital
Sectors
New York Venture Partners
AUM
Key:Brian Cohen, Founding Partner
New York Venture Partners is a family office focused on pre-seed startups with over 60 direct investments. The firm provides financing, mentorship, and strategic marketing consulting to exceptional entrepreneurs. The investment philosophy: invest in people, not deals.
Focus
Pre-seed and seed stage startups with exceptional founders
Invests via
NT Capital Management
AUM
NT Capital Management is a single-family office based in the Bay Area that was founded in 1993 when the family established a conglomerate with interests in financial services, real estate, automotive dealership, and cultural theme park projects. The firm employs a research-driven approach to allocate capital across venture investments, real estate credit and equity strategies. NT Capital Management's primary objective is to seek high current income with secondary focus on sustainable capital expansion and capital preservation.
Focus
Venture investments, real estate credit and equity strategies, financial services, and automotive dealership
Sectors
Invests via
Ocean Road Advisors, Inc.
AUM
Key:Anthony E. Meyer, President
Ocean Road Advisors Inc. is a single family office founded in 2005 to oversee the assets of Edward H. Meyer and his son Anthony E. Meyer. The firm invests directly and indirectly in public and private markets across a range of strategies and oversees the family's philanthropic foundations.
Focus
Public and private market investments, venture capital, real estate, and merchant banking
Invests via
Offit Capital Advisors
AUM
$16 billion
Key:Morris Offit, Founder
Offit Capital Advisors is a multi-family office founded by Morris Offit, former chairman of OFFITBANK. The firm provides investment management and strategic advisory services to a select group of families and institutions, managing approximately $16 billion in assets. Offit Capital focuses on manager selection across hedge funds, private equity, and venture capital alongside direct investment opportunities.
Focus
Manager selection across hedge funds, private equity, and venture capital with direct investment opportunities
Sectors
Invests via
Papamarkou Wellner Perkins
Pardon
AUM
Pardon is a modern family office where art meets entrepreneurship. A team of artists, entrepreneurs, and creatives build and fund ventures that spark inspiration and foster community. The firm collaborates with artists, operates The Vault creative workspace and gallery in Denver, and develops thoughtfully created brands. Ventures include media companies, a digital travel magazine, and a positive news publication.
Focus
Building and funding ventures bridging arts and entrepreneurship, including arts patronage, creative media, and brand development
Sectors
Invests via
Park South Capital, LLC
AUM
Park South Capital, LLC is a single-family office. It doesn't have clients or products and doesn't offer money management services. Sector interests span algo-based trading strategies, biotech, fintech, TMT, and U.S. security and defense.
Focus
Algo-based trading strategies, Biotech, FINTECH, TMT, and U.S. Security & Defense
Sectors
Parkview International Inc.
AUM
Parkview International is a New York-based single-family office founded in 1982 that manages a global, diversified portfolio across public equities, fixed income, and private capital markets. The firm focuses on sectors undergoing significant long-term shifts, including food, agriculture, wellness, pet care, cybersecurity, and energy, while delivering full administration and concierge services to its principals.
Focus
Public equities, fixed income, private capital markets, with focus on food, agriculture, wellness, pet care, cybersecurity, and energy sectors
Sectors
Partners Path Capital
AUM
Partners Path Capital is a private family office that seeks opportunities offering attractive risk-adjusted returns. The firm specializes in identifying and cultivating partnerships that align with its vision of sustainable growth and value creation, with focus on real estate across all asset classes and the capital structure.
Focus
Real estate (multifamily, mixed-use, industrial, retail, hospitality) and select venture capital and private equity opportunities across multiple US markets including New York, Los Angeles, Chicago, Dallas, and Washington D.C.
Sectors
Invests via
Patona Partners
AUM
Patona Partners is a family investment firm led by experienced investors and former executives of global companies with combined 90+ years of experience. The firm invests its own capital in high-quality companies with sustainable long-term growth and a proven history of profitability. Patona Partners seeks to own companies for decades and pass them from one generation to the next.
Focus
Direct investments in diversified sectors including business services, industrial manufacturing, financial services, consumer retail, technology, healthcare, real estate, and media and entertainment
Sectors
Invests via
Patriarch Partners, LLC
AUM
Patriarch Partners, LLC, is a family office/private investment firm. Since 2000, through affiliated investment funds, Lynn Tilton has held ownership in and restructured more than 240 companies with combined revenues in excess of $100 billion, representing more than 700,000 jobs.
Focus
Direct investments in operating companies and restructuring
Invests via
Perigrove
AUM
Key:David Gefner, Founder and Principal
Perigrove is a family office dedicated to supporting and advancing superior healthcare through a strategic portfolio of global investments. The firm provides critical equity, C-suite management, and evidence-based measures to support high-impact healthcare organizations. Perigrove empowers its portfolio companies to innovate health systems in a capital-efficient manner.
Focus
Healthcare investments including healthcare IT, outsourced healthcare services, specialty pharmacy, and care management
Sectors
Invests via
Permanens Capital
Portage Partners LLC
AUM
Key:Michael Leffell, Founder
Portage Partners is a New York based firm focused on sourcing, evaluating, and monitoring a broad array of alternative funds and direct investment opportunities. Founded in 2010 as a family office for Michael Leffell, the firm has evolved into a non-discretionary investment platform serving a client base of active and semi-retired investors. The firm emphasizes shared intellectual capital and aligned interests through its partnership model.
Focus
Sourcing, evaluating, and monitoring alternative funds and direct investment opportunities
Invests via
Potenza Capital
AUM
Key:Michael Armilio, Partner
Potenza Capital is a privately-held investment firm that operates as the alternative investments arm of Stardust, a forward-thinking family office. The firm invests across capital structures and industries with full flexibility. Potenza invests directly in companies and in niche fund strategies where relationships and experience drive outsized returns.
Focus
Alternative investments including direct equity investments in operating companies and commitments to niche private equity and hedge fund strategies
Sectors
Invests via
PPD Investments, LLC
AUM
PPD Investments, LLC is a private, diversified investment company investing in public equities, private equity, strategic minority investments, venture capital, and real estate.
Focus
Public equities, private equity, strategic minority investments, venture capital, and real estate
PSQ Capital
AUM
PSQ Capital is a family investment office located in New York City.
Focus
Family wealth management and investment
Puissance Capital Management LP
AUM
Key:Theodore T. Wang, Founder
Puissance Capital Management LP is a Delaware registered partnership founded by Theodore T. Wang, a former partner at Goldman Sachs. The firm is developing an AI-driven fintech platform with a mission to alleviate financial suffering through technology that clarifies rather than complicates. Puissance Capital believes that a mindful relationship with money and building wealth through cultivating a strong, calm, clear, and resilient mind represents the best path to financial success.
Focus
AI-driven fintech and investment management
Quadrex Capital Partners
AUM
Key:Andrew T. Berkowitz, Managing Director
Quadrex Capital Partners is a private investment firm that manages a diversified portfolio of assets across various sectors, focusing on controlling and directly managing operating companies and opportunistic real estate assets. The firm's primary objective is to grow and build extraordinary companies by identifying unique investment opportunities through sourcing, structuring, and operational expertise. The firm's size enables it to be nimble, precise, and strategic in its acquisitions, providing capital and expertise to enable enterprises to reach their full financial and growth potential.
Focus
Growing and building extraordinary companies through acquisition, control, and operational management of operating companies and real estate assets
Sectors
Invests via
Rahr Enterprises LLC
AUM
Key:Stewart J. Rahr, Founder
Rahr Enterprises is an investment vehicle created by Stewart Rahr to manage his wealth following the 2010 sale of his pharmaceutical distribution company Kinray to Cardinal Health for $1.3 billion. The firm maintains a long-term investment horizon and focuses on supporting entrepreneurs with creative ideas for making America more productive, strong, energy independent, and medically advanced.
Focus
Direct investments in entrepreneurs and ventures focused on productivity, energy independence, medical innovation, education, and philanthropic causes
Raycliff Capital
AUM
Raycliff Capital is a global private investment firm founded in 2004. We invest and partner with likeminded operators and entrepreneurs, focusing on long-term capital appreciation. Our strategic and operational support and track record position Raycliff as a partner of choice.
Focus
Long-term capital appreciation in risk-adjusted return opportunities driven by superior management teams and growth prospects
RCap LLC
Red Apple Group
AUM
Founded by John Catsimatidis, Red Apple Group is a New York-based, family-owned business that operates and invests in a wide variety of industries. The firm partners with founders, families, and institutional investors to build long-term value across real estate, retail, energy, and media.
Focus
Family-owned business investing across real estate, retail, oil and gas, aviation, and media sectors
Rockefeller Capital Management
AUM
$187B
Tracing its roots to 1882 when John D. Rockefeller's personal office was established, Rockefeller Capital Management now oversees $187 billion in client assets (September 2025) across three businesses: Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking. The firm grew from $151 billion in January 2025 to $191 billion by October 2025. Recent investors include Mousse Partners (the Wertheimer/Chanel family office) backing the firm's next growth phase. Serves UHNW families and institutions with investment management, trust services, and strategic counsel.
Focus
Global family office, asset management, and investment banking across three integrated businesses
Ronin Equity Partners
AUM
Based in New York City, Ronin Equity Partners represents a new type of investment firm, powered by an operationally-focused value creation strategy. Ronin makes control equity investments in lower middle market companies, partnering with management teams to drive sustainable growth.
Focus
Control equity investments in lower middle market companies with operationally-focused value creation strategy
RWN Management, LLC
AUM
RWN Management, LLC is a single-family office based in New York City providing investment management and tax and estate planning. The firm is the investment manager of RWN Investment Holdings LLC, a fund with three strategies: Yield, Opportunistic, and Venture Capital. Primary asset classes include real estate, private equity, credit, equities, agriculture, and energy.
Focus
Multi-strategy investing across yield, opportunistic, and venture capital strategies in real estate, private equity, credit, equity investments, and agriculture and energy
Sectors
Invests via
Safra Group
Samson Investment Partners
AUM
Key:Roy J. Zuckerberg, Chairman and CEO
Samson Investment Partners (SIP) is the single family office for the family of Roy J. Zuckerberg. Located in New York, the office coordinates financial strategies and manages investments while providing services including tax, trust and estate planning, philanthropic advisory, family governance, and lifestyle management.
Focus
Long-term compound growth through value-oriented diversification across asset types, industries, and geographies including public and private equity, opportunistic fixed income, real estate, and collectibles
Sectors
Scalebuilder
Sen Family Office
AUM
Sen Family Office is a private equity investor accessing compelling opportunities through primary, secondary, and direct co-investments. The firm pursues excellence in investments through an extensive network of relationships, deep industry knowledge, and priority access to top investment opportunities. Manager selection is a core competency that allows the firm to consistently generate top quartile private equity returns.
Focus
Private equity investments through primary, secondary, co-investment, and fund of funds strategies, with allocations to equities and fixed income
Invests via
Serota Ventures
AUM
Serota Ventures is an investment advisory firm that represents the interests of a multi-generational New York-based family office. The firm is dedicated to growing the family office's existing real estate portfolio, expanding into venture capital, and exploring alternative investment opportunities. Serota Ventures combines time-honored wisdom of past generations with modern investment strategies to develop long-term relationships and create lasting value.
Focus
Real estate portfolio growth, venture capital, and alternative investments
Seven Bridges Advisors
AUM
$6.5 billion
Seven Bridges Advisors is a multi-family office and investment advisory firm managing approximately $6.5 billion in assets for a select group of families. The firm provides institutional-quality investment management, risk analysis, and strategic advisory services with a focus on customized portfolio construction across global equity, fixed income, and alternative strategies.
Focus
Institutional-quality customized portfolio construction across global equity, fixed income, and alternative strategies
Sectors
Invests via
Seven East Capital
AUM
Handles the private investments of the Hartmann Family.
Focus
Private investments
Silver Fox Partners
AUM
Key:Anne Mulcahy, Founder
Silver Fox Partners is a family office investment firm founded in 2017 by former Xerox CEO/Chairman Anne Mulcahy. The firm focuses investment capital on businesses that demonstrate both strong tangible and intangible qualities, bringing enterprise strategy, marketing, financial guidance, and leadership development expertise to its partners.
Focus
Quality businesses with strong financial performance, durability, favorable market conditions, strong leadership, and strategic discipline
Invests via
Sloth Capital
AUM
Sloth Capital is a family office based in New York that invests across investment partnerships, private equity, public securities, real estate and venture capital. The firm operates as a steward of permanent capital with a mission to compound wealth over decades. Sloth Capital prioritizes long-term value creation over short-term performance metrics.
Focus
Diversified investments across investment partnerships, private equity, public securities, real estate and venture capital with a long-term compounding strategy
Invests via
Sonamu Group
AUM
Key:Tina Surh, Founder and CIO
Sonamu's evergreen private partnership was established in 2019 with a broad and flexible charter across global asset classes. The firm invests its endowment-style portfolio on behalf of select family and foundation partners. Its strategy is forward-looking, patient, and opportunistic, drawing on decades of expertise and diverse global relationships.
Focus
Global multi-asset class investing on behalf of families and foundations
Soros Fund Management
AUM
$28B
Key:Dawn Fitzpatrick, Chief Executive Officer and Chief Investment Officer
Soros Fund Management is a global asset manager and family office founded by George Soros over 50 years ago. The firm is the principal asset manager for the Open Society Foundations and manages $28 billion in assets. With permanent capital, Soros Fund Management invests across all asset classes and a broad set of strategies driven by opportunity, smart risk-taking, and high-quality return generation.
Focus
Global investing across public and private equity, credit, fixed income, foreign exchange, and alternative assets
Sectors
Invests via
Sparrow Group
SS3H Ventures
AUM
SS3H Ventures is a single family investment office with a permanent capital base that makes significant investments in exceptional businesses with durable competitive advantages. The firm provides creative financial solutions across the capital structure and moves decisively to invest in assets with great potential. SS3H Ventures works to access value by providing financial and cultural resources to drive outsized results.
Focus
Investments in exceptional businesses with durable competitive advantages across multiple capital structures and asset classes
Invests via
Standard Industries
Starry Eyed Tomorrow
AUM
Founded in 2022 as a single-family office, Starry Eyed Tomorrow is a private entity serving the investment and philanthropic efforts of the Cho Family. The firm invests across multiple asset classes in public and private markets. It doesn't manage external capital.
Focus
Multi-asset class investments across public and private markets
Stelac Advisory Services
Stetson Family Office
AUM
A Third and Fourth Generation Company focused on philanthropy. Stetson Family Office has formed two foundations, Essentials in Education and Healthcare Impact Foundation, to address major global issues. The firm also manages money for separate accounts in private equity.
Focus
Education, Healthcare, Private Equity
Sectors
Stonecourt Capital
AUM
Stonecourt Capital is a multi-family office focused on providing financial and strategic resources to facilitate the growth of companies across a broad array of industries. The team is comprised of private equity veterans who have led investments of over $4 billion of equity capital. They focus on sourcing proprietary deals and are active shareholders partnering with management teams to build innovative, sustainable companies.
Focus
Growth investments and operational partnerships across a broad array of industries
Invests via
STPartners
AUM
An innovative platform providing the sophistication and service of large single-family offices. STP offers tailored solutions blending exclusivity, innovation, and long-term vision for wealth preservation and growth. The firm provides exclusive investment strategies typically reserved for the most sophisticated investors.
Focus
Wealth management for ultra-high-net-worth families and advisors
Sugarloaf Rock Capital
AUM
Sugarloaf Rock Capital is an investment vehicle of the Marcus family focused on media, internet and consumer sectors for many decades. The firm combines industry knowledge with analytical and banking skills to identify investments and serve as long-term partners with superior management teams. Sugarloaf Rock Capital invests across the capital structure in both public and private companies including early stage companies.
Focus
Media, internet, consumer, and digital media sectors
Sectors
Invests via
TAG Associates
AUM
$8.1 billion
TAG Associates is a multi-family office founded in 1983, providing full-service investment management, financial planning, and tax advisory to high-net-worth individuals and families. The firm manages approximately $8 billion in assets with deep expertise in alternative investments including private equity, hedge funds, and real estate alongside traditional equity and fixed income portfolios.
Focus
Full-service investment management, financial planning, and tax advisory with deep alternative investment expertise
Sectors
Invests via
Talpion Fund Management LP
AUM
Talpion is a New York-based single family office focused on four asset classes: public securities, real estate, private equity, and venture capital. The firm combines institutional infrastructure with family values of patience, prudence and integrity. Founded in 2010 by investment pioneer Henry Swieca, Talpion manages assets across multiple investment strategies.
Focus
Public securities, real estate, private equity, and venture capital
Tengelmann Twenty-One KG
AUM
Tengelmann Twenty-One KG is the Munich-based holding company of the Tengelmann business group, a family business established in 1867. The firm operates as an active Family Equity Investor with more than 50 stakes in Europe and North America, committed to creating value through responsible business practices and sustainable investments.
Focus
Family equity investments in diversified portfolio companies across multiple business sectors in Europe and North America
Sectors
Invests via
Tera Capital
AUM
R$400 million
Key:Fabio Vidigal, CEO
We are partners with business families, sharing values and investment vision. We believe that excellence in services and consistent performance in asset management provide freedom, balance, and perpetuity to the legacy of our clients. We invest alongside our clients with disciplined exposure to developed markets.
Focus
Global wealth management and active asset management with exposure to developed markets
Terrace Tower Group
AUM
Key:Richard Weinberg, Chief Executive Officer
A multi-generational investment firm born in Australia and enhanced by US insights, inspired by legacy and defined by integrity. From a strong foundation in commercial real estate in both Australia and the US, it has diversified its investment strategy across a broad range of asset areas with specialties in private-credit investing and lead-origination capabilities.
Focus
Commercial real estate, private-credit investing, lead-origination capabilities, equity and credit investments across public and private markets in Australia and the US
Sectors
Invests via
The Amitis Group
AUM
The Amitis Group is a boutique investment firm that emerged from a single family office and focuses on innovative technologies. The firm unites wealth management, asset management, and strategic investments through a disciplined platform. Capital is safeguarded and strategically deployed to drive value creation.
Focus
Innovative technologies, private market alternatives, venture capital, and digital assets
Invests via
The Cordish Companies
AUM
A multi-generational, family-owned business with global reach, The Cordish Companies develops large-scale urban revitalization projects and entertainment districts. Cordish Private Ventures, founded in 1998, is the private investment arm serving The Cordish Companies and Cordish Family.
Focus
Real estate development, entertainment districts, gaming, hospitality, and private equity investments
Sectors
Invests via
the observatory
AUM
The Observatory is the single family office of the founder of Glaceau, the company behind Vitaminwater and Smartwater. The office allocates capital to emerging hedge fund managers with a focus on strategies that perform across varied market environments. The investment process emphasizes clear risk controls, repeatable investment approaches, and alignment with long-term capital objectives.
Focus
Emerging hedge fund managers targeting minimum 15% annualized returns and maximum drawdowns under 10%
Invests via
The Witter Family Office
AUM
The Witter Family Office is based in New York, NY. It isn't an investment adviser, isn't registered as one, and doesn't seek, solicit, or accept investment advisory clients or provide investment advice to third-party investors.
Focus
Private family wealth management
TRB Advisors LP
AUM
TRB Advisors LP is a private investment firm established in 2010. The firm doesn't provide investment advisory services to the public and doesn't solicit advisory clients.
Focus
Private investments
Upsher Management Company
AUM
Upsher Management Company is a fifth-generation single-family office based in New York, NY and Jackson, WY. Built on a legacy in the pharmaceutical industry, Upsher has been investing in health and life sciences for almost a century. The firm deploys capital across early-stage venture capital, growth equity, core private equity, and public markets.
Focus
Health and life sciences, technology, defense innovation, energy security, applied AI and computing power, and advanced manufacturing
Sectors
Invests via
Urban Spring Capital
AUM
Urban Spring Capital is a family office that owns, develops, and manages assets across the tri-state area. The firm takes a conservative approach to opportunistic investing.
Focus
Owning, developing, and managing assets across the tri-state area
Invests via
Valera Capital
AUM
Key:Peter Altschuler, Managing Partner
Valera Capital is a single family office focused on direct investments, funds, and co-investments across private markets. The firm has cultivated an extensive network of professional relationships that contributes to exclusive investment opportunities and carefully allocates capital to opportunities offering the highest potential for risk-adjusted returns.
Focus
Direct investments, private equity, private credit, and venture capital across multiple sectors
Sectors
Invests via
Value Investment Group (VIG)
AUM
Key:Rashaun Williams, Chairman & CEO
Value Investment Group (VIG) is a single-family office specializing in venture capital, private equity, real estate, and sports team investments. Committed to long-term value across various sectors, our portfolio includes professional sports teams, multifamily real estate, home services companies, and technology startups.
Focus
Venture capital, private equity, real estate, and sports team investments
Sectors
Invests via
Viscogliosi Brothers Watermark Holdings
AUM
Key:John J. Viscogliosi, Chairman
Viscogliosi Brothers Watermark Holdings (VBW) is an Evergreen Holding Company dedicated to building alternative wealth for its Shareholders while improving the well-being of humanity. VBW was founded in 2022 with a long-term vision and capitalizes on its founders' over 30 years of successful track record in the MedTech industry. At VBW, the firm invests at the forefront of MedTech, supporting portfolio companies with regulatory and operational expertise.
Focus
MedTech venture capital and private equity investments
Sectors
W5 Group
AUM
Key:Ralph Winter, Principal
W5 Group focuses on investments in innovative residential real estate in the multifamily, student housing, single-family rental, shared living and micro living sectors. W5 invests in land, ground up-developments and value-add real estate.
Focus
Innovative residential real estate investments in multifamily, student housing, single-family rental, shared living and micro living
Sectors
Invests via
Warren Street Capital
AUM
Key:Aaron Gelband, Founder and Managing Partner
Warren Street Capital invests in global public equities. We like to invest in great companies at moments when they are temporarily out of favor.
Focus
Global public equities; targets high growth, high quality companies at attractive valuations
Invests via
Welara
AUM
Welara is an independent, multi-family office and wealth advisor designed to provide uncompromising excellence for first-generation wealth creators and their families around the world. The firm is built to encompass wealth, asset, and lifestyle management services.
Focus
Wealth, asset, and lifestyle management for first-generation wealth creators and their families
Whitehall Financial Group
Whitford Management
AUM
Whitford Management is a private investment firm and single-family office.
Focus
Private investments
Whitney Capital Partners
AUM
Key:Jason Kringstein, Chief Executive Officer
Whitney Capital Partners is the single-family office for its founder, investing across venture capital, debt, credit, public markets, and private equity. The firm specializes in senior secured and mezzanine loans with warrant coverage, targeting opportunities where traditional bank financing isn't available. WCP provides alternative financing solutions that let partners retain equity through less dilutive structures.
Focus
Single family office investing across multiple asset classes including Venture Capital, Debt, Credit, Public Markets, and Private Equity with focus on alternative financing solutions in Real Estate, Film/TV/New Media, Sports, Travel, Fashion, Industrials, Energy/Oil/Gas, and Technology.
Sectors
Invests via
Wildcat Capital Management
AUM
Wildcat Capital Management was founded in 2011 as the single-family office for David Bonderman and focuses on making partnership-centric investments in leading companies. The firm employs a thematically driven approach to identify best-in-class management teams and growth-oriented companies across sectors. Wildcat provides equity capital, strategic support, and flexible investment structures to build long-term aligned relationships with management partners.
Focus
Venture, growth, and buyout investments across multiple sectors including automotive services, digital customer engagement, healthcare, equipment and machinery, sports, and retail
Sectors
Invests via
Willett Advisors LLC
AUM
Willett Advisors LLC manages the philanthropic assets of Michael R. Bloomberg, including the assets of Bloomberg Philanthropies. The firm's objective is to achieve long-term capital appreciation through the construction of a diversified investment portfolio. Willett employs a flexible approach and has the ability, both through selected third-party managers and directly, to invest in a broad range of asset classes.
Focus
Public markets, hedge funds, private equity and credit, real assets, and direct investments
Invests via
Windmill Capital
AUM
Windmill Capital is a family office with a diversified portfolio of real estate, venture capital, and private equity investments. Founded in 2003 and based in Las Vegas, NV, the firm builds asset value through direct investments and strategic partnerships, drawing on its team's expertise in real estate, energy infrastructure, telecommunications, life sciences, and technology.
Focus
Real estate, venture capital, and private equity
Sectors
Invests via
Winklevoss Capital
AUM
Winklevoss Capital backs determined builders working on hard problems in critical domains. The firm supports builders working on real innovation at the frontier across crypto, space, energy, and biotech.
Focus
Investing in builders on the frontier in crypto, space, energy, and biotech
Sectors
Invests via
WnW Capital
AUM
WnW Capital is a New York-based private investment firm founded in late 2009 that engages in both liquid and illiquid investments globally. The firm invests across multiple industries including technology, real estate, healthcare, and education. The firm's current geographic focus for investments includes the U.S. and emerging markets including China, South Korea, and Vietnam.
Focus
Global investments in technology, real estate, healthcare, and education with focus on U.S. and emerging markets
Sectors
Wolfson Group
Woodmont Partners
AUM
Woodmont Partners is a family office specializing in real estate investments and other special situations in both public and private markets. The firm invests in multi- and single-family residential, office and medical office, and retail shopping centers. Woodmont Partners has geographic experience across Louisiana, Texas, Arkansas, Alabama, North Carolina, Pennsylvania, Kentucky, Nevada, and Ohio.
Focus
Real estate investments and special situations across residential, office, medical office, and retail in public and private markets
Sectors
Invests via
XO Capital LLC
AUM
Key:Adam Stern, Chief Executive Officer
XO Capital LLC is a family office dedicated to shaping and protecting generational wealth with purpose and precision. With decades of experience, the firm's process is rooted in understanding and implementing family vision. XO provides full-service family office, business management, and investment management to create the right structures for families.
Focus
Family office wealth management, business management, and investment management
MARKET ANALYSIS
The New York Family Office Landscape
New York City sits at the epicenter of American wealth concentration, commanding approximately 15 to 20 percent of the nation's ultra-high-net-worth population. The city hosts an estimated 500-3,500 family offices managing somewhere in the range of $600 billion to $900 billion in assets, making it the single largest concentration of organized family capital in North America. That number has grown steadily since the 2008 financial crisis, accelerating particularly from 2015 onward as wealth creation in financial services, real estate, and technology generated fresh UHNW demographics. The compound annual growth rate for family office formation in the tri-state area has hovered between 6 and 9 percent over the past decade. Families established in other regions are increasingly establishing satellite offices in Manhattan and Brooklyn to access deal flow, talent, and institutional infrastructure that's become indispensable to serious wealth management.
The dominant investment sectors for NYC family offices reflect the city's economic DNA. Real estate and real estate development consume the largest allocation, accounting for roughly 30 to 35 percent of family office dry powder. This isn't surprising given Manhattan real estate has been a wealth creation engine for generations, and family offices maintain deep relationships with development partners, opportunity zone sponsors, and alternative real estate platforms. Financial services and fintech investments represent another 20 to 25 percent, concentrated among families whose wealth originated in banking, hedge funds, or investment management. Technology and software, healthcare, and diversified industrial holdings round out the top five sectors. What distinguishes NYC from other family office hubs like Los Angeles or Dallas is the sheer depth of institutional knowledge around complex, regulated businesses.
Deal dynamics in the NYC family office market have shifted measurably in the past five years. Typical check sizes range from $5 million for smaller, newer offices to $50 million or higher for established players managing $1 billion-plus in AUM. The median family office check size for co-investments sits around $15 million to $25 million. Fund commitments to managers tend to run between $10 million and $75 million, with several large offices committing north of $100 million to established platforms they know and trust. Minimum commitments to new funds have tightened considerably, most serious family offices now want $25M+ minimums, proven track record, and transparent fee structures before committing.
The network of major family offices and supporting infrastructure has become increasingly formalized. The Lauder family office manages north of $20 billion across diversified holdings. The Steinberg and Helmsley family interests operate substantial offices with full investment teams. Beyond mega-offices sit hundreds of mid-market family offices managing $100 million to $500 million, where you find more heterogeneous investment philosophies. The gatekeepers matter enormously, senior partners at Goldman Sachs Private Wealth Management, Morgan Stanley's Family Office Services, and boutique advisors at Bessemer Trust cultivate deep relationships with family office principals and shape which managers get serious consideration.
What fund managers must understand about the NYC family office market is that it's relationship-driven, multigenerational, and far less elastic than institutional LPs around economic cycles. Once a family office commits capital, attrition is low. But getting that first commitment is measured in quarters, not months. You need an introduction from someone they trust. Cold outreach doesn't work. The second thing is many NYC family offices carry legacies of real estate investment that makes some skeptical of frothy growth equity valuations. They want board representation, regular reporting, and won't accept information asymmetry. If you're raising from this market, you need to be prepared for multi-generational decision-making and governance concerns that pervade every conversation.
The hedge-fund-to-family-office conversion trend has accelerated dramatically since 2017. When managers like David Tepper (Appaloosa), David Einhorn (Greenlight), Eric Mindich (Eton Park), and Jonathon Jacobson (Highfields) returned outside capital and converted to personal family offices, it reflected a broader market reality: managing outside capital at scale requires regulatory overhead, LP management, and operational infrastructure that reduces investment returns and personal flexibility. NYC has become home to dozens of converted hedge funds now deploying personal wealth with fewer constraints and lower administrative overhead.
LOCAL MARKET
Why New York
New York's concentration of family office expertise is unmatched. The infrastructure includes dedicated family office advisory firms, tax optimization specialists, alternative asset managers familiar with ultra-high-net-worth governance, and generational wealth transition advisors. This network reduces the cost of capital deployment because deal sourcing, due diligence support, and post-investment value-add services are readily available and deeply specialized.
NYC family offices control a disproportionate share of institutional capital seeking private equity, hedge fund, and venture exposure. They represent both capital commitment and relationship introduction capacity, NYC family offices routinely introduce founders and managers to their limited partner networks, service provider networks, and co-investment partners. A successful capital-raising campaign yields not just committed capital but also warm introductions to additional institutional investors.
The talent density in New York means family offices have access to the deepest pool of operating partners, value-add experts, and financial professionals. A manufacturer targeting NYC family office capital for acquisition financing benefits from the office's network of operational resources, interim management talent, and industry advisory relationships that help execute transformation.
The Tiger Management network effect is uniquely NYC. Julian Robertson's Tiger Management spawned 30+ hedge fund managers who now run their own vehicles, many managing both institutional and personal family capital. This creates a web of relationships, information sharing, and co-investment opportunities that benefits NYC-based managers and founders seeking capital. Tiger Cubs collectively manage hundreds of billions of dollars, representing one of the most influential informal networks in global finance.
Family office clustering in NYC creates co-investment opportunities. When a $500M family office evaluates a $20M direct investment, they frequently syndicate portions to other family offices in their network. Being embedded in the NYC family office community means access to these syndication opportunities. Fund managers raising capital from NYC family offices often find that one commitment leads to multiple others through referral networks that work on implicit reciprocity.
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INSIGHTS
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Frequently Asked Questions
They range from $50M to $187B (Rockefeller Capital Management). Offices managing under $100M tend to stay focused on one or two strategies. The $500M-$5B range is the sweet spot for institutional allocation decisions. Above $5B, firms like Bessemer Trust ($100B) and Soros Fund Management ($28B) operate with formal investment committees and written policies.
3 to 18 months from first meeting to wire. Direct equity investments move faster, typically 3-6 months. Fund commitments run 6-18 months because of deeper diligence and governance layers. Legacy offices often move on structured quarterly review cycles, so timing your outreach matters.
Real estate takes the largest share at 30-35% of dry powder across this directory's 192 firms (the 192 firms researched for this analysis; the 1 additional presentation minimal snapshot firm, Harbor Financial Management LLC, added since is excluded). Finance and fintech account for another 20-25%. Technology, healthcare, and industrials round out the top five. Sector preference tracks to wealth origin: finance families favor fintech and hedge fund allocations; real estate families favor hospitality; healthcare families favor medical devices. Climate tech is the fastest-growing allocation across all types.
Yes, frequently. Many of the 169 offices in this directory take board seats or observer rights, particularly in growth equity and buyout situations. They view board participation as both value-add and governance oversight. If you're structuring a deal with family office capital, plan for active involvement in strategic decisions.
Estimates range from 500 to 3,500 depending on the definition. This directory tracks 169 verified firms. Single-family offices managing $100M+ number approximately 400-600. Multi-family offices add several hundred more. The total market exceeds 1,000 distinct entities managing collective assets well above $600 billion.
Tiger Cubs are hedge fund managers trained under Julian Robertson at Tiger Management who then launched their own funds. Chase Coleman (Tiger Global), Philippe Laffont (Coatue), Andreas Halvorsen (Viking Global), and dozens more. This network collectively manages $300B+ and forms one of the most active LP and co-investment communities in NYC. If you're raising capital here, understanding Tiger Cub relationships is key.
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