191 family offices are on our New York list. Of those that report assets from a New York main office, Bessemer Trust, a multi-family office, is the largest: $47.0 billion in regulatory assets through Bessemer Investment Management LLC, all of it for investment companies (filed ).
Rockefeller Capital Management follows with $36.8 billion through Rockefeller & Co. LLC (). The 20 advisers with a New York main office report $175.2 billion together, and the ten largest hold 98% of it. Among single family offices that report, Wildcat Capital Management is the largest: $4.1 billion ().
Updated . Rechecked quarterly; next check . Figures read , as filed through (listed stocks: June and September 2026).
Where they are: 22 of 191 offices on the mapManhattan, the Battery to 110th Street, north up. One square per office at its filed main office address; open squares report fund assets only; the crossed square is Seven Bridges Advisors, registration withdrawn October 2026. Squares link to their rows.
Not on the map: 131 file no current Form ADV, 2 file one with no street address, 5 give a main office outside Manhattan, 1 is a name match only and 30 are under review. Addresses as filed, placed with NYC Planning GeoSearch; outline and neighborhoods from NYC Open Data. Read .
Family offices listed134 single, 20 multi-family, 37 of other kinds; list of November 2026
191
Combined assets reported20 advisers with a New York main office; as filed through October 2026
$175.2BN
Largest: Bessemer TrustAs filed
$47.0BN
Median adviserHalf of the 20 report less; as filed through October 2026
$1.6BN
Held by the ten largestOf the $175.2BN combined
98%
The ten largest New York family offices by assets
Ranked by the regulatory assets their advisers report. Together they report $171.0BN, 98% of the $175.2BN the 20 advisers report; eight of the ten are multi-family offices, whose figures include client money.
Regulatory assets each adviser reported in its latest filing (March to October 2026), with the client mix it reports. A multi-family office's figure includes its client families' money. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .
One adviser holds a quarter of the assets
How the 20 advisers with a New York main office spread by size: most are small, the dollars sit at the top.
Every adviser on one scaleEach dot is one office's regulatory assets in its latest filing. Filled: multi-family offices, whose figure includes client families' money; open: single family offices and others. Dollar scale is logarithmic.
One dot per adviser with a New York main office; 7 advisers with a main office elsewhere, under review, matched by name only or no longer registered are left out. Read .
The 20 advisers, by size
Size bandOf 20Share of $175.2BN
Under $500MM71%$1.2BN
$500MM to $1BN21%$1.4BN
$1BN to $5BN47%$12.0BN
$5BN to $10BN311%$19.6BN
$10BN to $25BN112%$20.6BN
$25BN and over369%$120.3BN
Assets each adviser reported in its latest filing; shares are of the $175.2BN combined, one row per adviser. Read .
27%
of the assets New York family offices report sits with one adviser, Bessemer Investment Management LLC (Bessemer Trust). The five largest hold 84%; 9 of 20 report under $1 billion.
27%Largest58%Next 416%Other 15
Who the 191 offices are
Single family offices134
Multi-family offices20
Holding companies9
Wealth managers7
Investment firms6
Private equity firms6
Kind of each office, from its own words, as classified for the list (October 2026).
Whose money it isShare of the 20 advisers' assets by type of client
High net worth45%
Funds (1940 Act)30%
Private funds16%
Other4%
Charities3%
Businesses2%
Client types each adviser reports with its assets, latest filing; sums of filed figures.
Leaders beyond the ranking
The largest single family offices, the largest holders of US listed stocks, and the offices most named in private offerings.
The largest single family officesAssets of the single family offices that report them; for those that report only their funds, fund assets (hatched).
Hildred Capital Partners, LLC is left out: its name matches Hildred Capital Management, LLC, whose filing lists a private equity firm's website and does not name the office.
The largest holdings of US listed stocksUS listed securities each office reported for its latest quarter. Several hold them without reporting assets as advisers.
Bessemer Group's values read as thousands of dollars, so they are left out of the totals. Brandywine Trust Group (main office Hockessin, DE), Forbes Family Trust (main office Philadelphia, PA), Meritage Group LP (main office San Francisco, CA), Permanens Capital (main office Charleston, SC), Seven Bridges Advisors (registration withdrawn) are left out.
Most named in private offeringsPrivate offering notices filed to by funds or companies that name the office.
Counts notices, new and amended, in which the office is named; offering amounts are not shown. Aksia, Meritage Group LP, Permanens Capital, Seven Bridges Advisors, Sonamu Group (under review, matched by name only, no longer registered or with a main office elsewhere) are left out.
A to Z, with each office's assets, private funds, listed stocks and offerings, each with a pin to its filing; offices with no figure show the interests they state on their own sites.
Showing all 191 offices
Kind
Size
Order
Family offices in New York 191 offices, A to Z
Office
Assets
Bar
Private funds
Listed stocks
Offerings
1E
10 East
Multi-family office, under review.Detail and sources for 10 East
Form ADV of 10 East Partners LLC (CRD 322360), SEC registered adviser, filed , main office New York, NY: regulatory assets $603MM; 36 private funds, $603MM gross; 21 employees.
Files as 10 East Partners LLC; Form ADV website 10east.co, not the listed prospectstreet.com.
Under review: earlier edition site link doubtful: prospectstreet.com is not 10 East (10east.co per its Form ADV).
Single family office, New York.Detail and sources for Achilles Management
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Possible match by name only, not counted: Achilles Management (CRD 336323), exempt reporting adviser, withdrawn 2025-12-10, last filed , Sheridan, WY.
Possible match by name only, not counted: a private offering notice filed by Achilles Management LLC, 787 Seventh Avenue, New York.
Interests, from its website: 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.
Files: no federal filing found.
No figure on fileInvestments across the capital structure in private and public markets including equities, bonds, private equity, private credit, real estate and more
Holding company, New York.Detail and sources for Advance
No Form ADV found by website, name or identifier.
Interests, from its website: Building value through a diversified portfolio spanning media, entertainment, communications, technology, education and other promising growth sectors.
Files: no federal filing found.
No figure on fileBuilding value through a diversified portfolio spanning media, entertainment, communications, technology and more
Fund of funds or allocator, under review. Alternative investment advisory specializing in hedge funds, private equity and more.Detail and sources for Aksia
Form ADV of Aksia LLC (CRD 143422), SEC registered adviser, filed , main office New York, NY: regulatory assets $35.2BN; 21 private funds, $7.7BN gross; 177 employees.
A second adviser lists the office's website on its Form ADV: Aksia SGR S.p.a. (CRD 161848), exempt reporting adviser, filed , main office Milan. Shown here only, never ranked or summed.
Named in 1 private offering notice since October 2024, latest , by 1 issuer; the latest was filed by Calamos Aksia Alternative Credit & Income Fund (Offshore), Ltd., as the notice names it.
Interests, from its website: Alternative investment advisory specializing in hedge funds, private equity, and real assets research and portfolio construction.
Under review: listed as a multi-family office; its own site describes an investment consultant, so its kind is under review.
Single family office, Midtown.Detail and sources for Alpha Square Group
Form ADV of Alpha Square Group S, LLC (CRD 308022), SEC registered adviser, filed , main office New York, NY: regulatory assets $1.6BN; 35 private funds, $1.6BN gross; 21 employees.
Files as Alpha Square Group S, LLC.
On the map in Midtown, at its filed main office address.
Listed stocks: last filed 2024-11-14 (period 2024-09-30); no current 13F.
Named in 1 private offering notice since October 2024, latest , by 1 issuer; the latest was filed by Alpha Square Group Fund III, LP, as the notice names it.
Files: SEC Form ADV, SEC Form 13F in the past, Form D notices name it.
Single family office, New York.Detail and sources for Arrivato LLC
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Real estate, critical infrastructure assets, power generation, fiber, manufacturers, distributors, healthcare-related companies, special situations, and artificial intelligence infrastructure and technology.
Files: no federal filing found.
No figure on fileReal estate, critical infrastructure assets, power generation, fiber, manufacturers, distributors, healthcare-related companies, special situations and more
Multi-family office, Midtown. Customized investment management, tax, and estate planning for UHNW families across...Detail and sources for BBR Partners
Form ADV of BBR Partners, LLC (CRD 109688), SEC registered adviser, filed , main office New York, NY: regulatory assets $36.5BN; 41 private funds, $7.1BN gross; 175 employees.
On the map in Midtown, at its filed main office address.
Listed stocks, Form 13F-HR of BBR PARTNERS, LLC, quarter ended , filed : 250 holdings, $2.1BN. Largest, as filed: SPDR S&P 500 ETF TR 38%, ISHARES TR 13%, AB ACTIVE ETFS INC 10%.
Named in 19 private offering notices since October 2024, latest , by 11 issuers; the latest was filed by BBR Fixed Income Opportunities Fund LP, as the notice names it.
Interests, from its website: Customized investment management, tax, and estate planning for UHNW families across public and private markets.
Files: SEC Form ADV, SEC Form 13F, Form D notices name it.
Single family office, New York.Detail and sources for Bender Equity
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Mid-market company investments focused on healthcare, technology, industrials, and consumer goods sectors with buyouts and growth capital strategies.
Files: no federal filing found.
No figure on fileMid-market company investments focused on healthcare, technology, industrials, and consumer goods sectors with buyouts and growth capital strategies
Single family office, New York.Detail and sources for Beninvest & Associates LLC
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Market-neutral alternative investments, liquid strategies, international business development, machine learning solutions, tokenization of real-world assets.
Files: no federal filing found.
No figure on fileMarket-neutral alternative investments, liquid strategies, international business development, machine learning solutions and more
Multi-family office, Midtown. Full-service wealth management across public equities, fixed income and more.Detail and sources for Bessemer Trust
Form ADV of Bessemer Investment Management LLC (CRD 112215), SEC registered adviser, filed , main office New York, NY: regulatory assets $47.0BN; 70 employees.
Bessemer Trust's SEC registered adviser is Bessemer Investment Management LLC; the trust company itself is a bank.
On the map in Midtown, at its filed main office address.
Listed stocks, Form 13F-HR of BESSEMER GROUP INC, quarter ended , filed : 10,064 holdings. The filing gives a value total of 72,730,243, with implied share prices about one thousandth of market, so its values read as thousands of dollars; we show the holding count and leave the total out of every sum.
Bessemer Investment Management LLC files a 13F notice (quarter ended , filed ): its holdings are reported on Bessemer Group's 13F above.
Named in 10 private offering notices since October 2024, latest , by 5 issuers; the latest was filed by FIFTH AVENUE ABSOLUTE RETURN FUND LLC, as the notice names it.
Interests, from its website: Full-service wealth management across public equities, fixed income, private equity, real estate, and hedge fund strategies.
Files: SEC Form ADV, SEC Form 13F, Form D notices name it.
Wealth manager, main office Hockessin, DE; not in New York totals. Fiduciary and investment solutions for wealth preservation.Detail and sources for Brandywine Trust Group
Form ADV of Brandywine Managers, LLC (CRD 137388), SEC registered adviser, filed , main office Hockessin, DE: regulatory assets $14.0BN; 42 private funds, $14.0BN gross; 5 employees.
Brandywine Trust Company, LLC files no Form ADV: it is a trust company, and the Advisers Act treats a trust company as a bank, which is not an investment adviser (15 U.S.C. 80b-2(a)(2) and (a)(11)(A)); the funds are advised by Brandywine Managers, LLC, whose Form ADV lists brandywinetrust.com as its website and the trust company as administrator and qualified custodian.
Main office Hockessin, DE, outside New York City, so the office is listed but not counted in the New York totals, charts or boards.
Brandywine Trust Company, LLC: brandywinetrust.com: 'Brandywine Trust Company, LLC is currently responsible for approximately $16.7 billion of client capital, of which approximately $13.9 billion is invested in entities managed by Brandywine Managers, LLC' (read 2026-10-30).
Website: brandywinetrust.com (the listed brandytrust.com forwards to it). Its contact page gives Brandywine Trust Company, LLC at 7234 Lancaster Pike, Hockessin, Delaware, the address on the cover of the 13F below, and Brandywine Group Advisors, Inc. at 501 Madison Avenue, New York.
Listed stocks, Form 13F-HR of BRANDYWINE TRUST CO, quarter ended , filed : 33 holdings, $621MM. Largest, as filed: VANGUARD INTL EQUITY INDEX F 53%, STATE STR SPDR S&P 500 ETF T 19%, THE CAMPBELLS COMPANY 7%.
Its adviser also files: Form 13F-HR of BRANDYWINE MANAGERS, LLC, quarter ended , filed : 46 holdings, $202MM.
Interests, from its website: Fiduciary and investment solutions for wealth preservation.
Single family office, New York.Detail and sources for Bravia Capital
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: 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.
Files: no federal filing found.
No figure on fileGlobal private equity, credit, and early-stage ventures, with emphasis on Indian private equity and direct investments across industrials and more
Foundation, under review.Detail and sources for Bravo Family Foundation
No Form ADV found by website, name or identifier.
Form 990-PF of Bravo Family Foundation (EIN 82-3513069), year ended , filed : total assets $70MM, revenue $19MM, expenses $6.7MM; address on the return Miami, Florida. Matched by exact name: the only organization of that name in the IRS file.
Interests, from its website: Community leadership, entrepreneurship, youth empowerment, and economic development in Puerto Rico.
Under review: listed in New York; its Form 990-PF gives a Miami, Florida address, so its place is under review.
Files: IRS Form 990-PF.
FoundationTotal assets $70MM at (its foundation return). Community leadership, entrepreneurship, youth empowerment, and economic development in Puerto Rico
Single family office, New York.Detail and sources for CAM Capital
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Long-term compounded growth through fundamentally-driven, opportunistic investment strategy across public and private markets.
Files: no federal filing found.
No figure on fileLong-term compounded growth through fundamentally-driven, opportunistic investment strategy across public and private markets
Single family office, New York.Detail and sources for Carroll Capital
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Building concentrated portfolios of differentiated, high-growth businesses with active management and long-term operational improvement.
Files: no federal filing found.
No figure on fileBuilding concentrated portfolios of differentiated, high-growth businesses with active management and long-term operational improvement
Bank, listed in Newport Beach, CA, under review.Detail and sources for CB Capital Partners
No Form ADV found by website, name or identifier.
Interests, from its website: Commercial real estate acquisition, repositioning, recapitalization, and development; investment banking advisory including M&A, capital raises, and valuations for private middle market companies.
Under review: earlier edition location "Newport Beach, CA" is outside New York; check the row belongs on this page.
Files: no federal filing found.
No figure on fileCommercial real estate acquisition, repositioning, recapitalization, and development; investment banking advisory including M&A, capital raises and more
Single family office, New York.Detail and sources for Cedar Hill Holdings
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Commercial real estate debt, bridge loans, and value-oriented investments.
Files: no federal filing found.
No figure on fileCommercial real estate debt, bridge loans, and value-oriented investments
CL
Cedar Legacy
Single family office, New York. Global portfolio of investments across public and private markets.Detail and sources for Cedar Legacy
Filed Form ADV in the past: Cedar Legacy LLC (CRD 306454), last filed , SEC registration terminated ; main office on that filing New York, NY. Not counted.
Interests, from its website: Global portfolio of investments across public and private markets.
Single family office, New York.Detail and sources for Ceniarth
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Impact investments benefitting underserved communities globally, with emphasis on agriculture, affordable housing, financial inclusion, and climate justice.
Files: no federal filing found.
No figure on fileImpact investments benefitting underserved communities globally, with emphasis on agriculture, affordable housing, financial inclusion and more
Holding company, New York.Detail and sources for Cisneros
No Form ADV found by website, name or identifier.
Interests, from its website: Digital advertising, media and entertainment, real estate development and tourism, technology and space-based broadband communications, social impact and entrepreneurship.
Files: no federal filing found.
No figure on fileDigital advertising, media and entertainment, real estate development and tourism, technology and space-based broadband communications and more
Single family office, New York.Detail and sources for Coruscant LLC
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Direct private equity, venture capital, and alternative funds with emphasis on biotechnology, data analytics, quantitative trading, and blockchain.
Files: no federal filing found.
No figure on fileDirect private equity, venture capital, and alternative funds with emphasis on biotechnology, data analytics, quantitative trading, and blockchain
Single family office, listed in Chicago, under review. Multi-strategy investments across publicly-traded companies and more.Detail and sources for Council Ring Capital
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Listed stocks, Form 13F-HR of Council Ring Capital, LLC, quarter ended , filed : its one line is held back under a request for confidential treatment, value 0 as filed, so no total is shown.
Interests, from its website: Multi-strategy investments across publicly-traded companies, privately-held and sponsor-backed companies, and third-party investment funds.
Under review: earlier edition location "Chicago" is outside New York; check the row belongs on this page.
Foundation, New York.Detail and sources for Dalio Philanthropies
No Form ADV found by website, name or identifier.
Interests, from its website: Education, ocean exploration and protection, digital access, health and wellness, economic empowerment, and community support.
Files: no federal filing found.
No figure on fileEducation, ocean exploration and protection, digital access, health and wellness, economic empowerment, and community support
Single family office, New York. Public and private company equities, credit, real estate and other asset classes.Detail and sources for DFO Management (formerly MSD Capital, L.P.)
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Listed stocks, Form 13F-HR of MSD CAPITAL, L.P., quarter ended , filed : 3 holdings, $102MM. Largest, as filed: SAFEHOLD INC 89%, HAYWARD HLDGS INC 6%, TOWNSQUARE MEDIA INC 4%.
Interests, from its website: Public and private company equities, credit, real estate and other asset classes.
Single family office, New York.Detail and sources for Dominion Capital
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Possible match by name only, not counted: Dominion Capital (CRD 297044), exempt reporting adviser, withdrawn 2022-02-24, last filed , 256 West 38th Street, New York.
Files: no federal filing found.
No figure on fileNo interests stated on its own site
Multi-family office, Midtown. Manager selection and portfolio construction across hedge funds, private equity and more.Detail and sources for East Rock Capital
Form ADV of East Rock Capital, LLC (CRD 157433), SEC registered adviser, filed , main office New York, NY: regulatory assets $4.8BN; 15 private funds, $4.7BN gross; 38 employees.
On the map in Midtown, at its filed main office address.
Named in 18 private offering notices since October 2024, latest , by 9 issuers; the latest was filed by East Rock Victoria Fund, L.P., as the notice names it.
Interests, from its website: Manager selection and portfolio construction across hedge funds, private equity, venture capital, and real assets.
Single family office, listed in Luxembourg, under review.Detail and sources for Eastbridge Group
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Real estate, consumer products, media, retail, education, insurance, biotechnology, private equity, hedge funds, early stage investments.
Under review: earlier edition location "Luxembourg" is outside New York; check the row belongs on this page.
Files: no federal filing found.
No figure on fileReal estate, consumer products, media, retail, education, insurance, biotechnology, private equity, hedge funds, early stage investments
Single family office, New York.Detail and sources for Eleven Capital Management
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Direct private equity and venture capital investments across multiple industries and capital structures, from early-stage to later-stage opportunities.
Files: no federal filing found.
No figure on fileDirect private equity and venture capital investments across multiple industries and capital structures, from early-stage to later-stage opportunities
EM
Elysium Management, LLC
Single family office, New York.Detail and sources for Elysium Management, LLC
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Private investments managed for a single family office with a hands-on partnership approach.
Files: no federal filing found.
No figure on filePrivate investments managed for a single family office with a hands-on partnership approach
Private equity firm, New York.Detail and sources for Emigrant Capital
No Form ADV found by website, name or identifier.
Interests, from its website: Direct equity and debt investments in middle-market companies across industrial, technology, business services, and consumer lifestyle sectors.
Files: no federal filing found.
No figure on fileDirect equity and debt investments in middle-market companies across industrial, technology, business services, and consumer lifestyle sectors
Single family office, New York. Long-term capital appreciation across Venture Capital, Infrastructure and more.Detail and sources for Emles Advisors
Filed Form ADV in the past: Emles Advisors LLC (CRD 299296), last filed , SEC registration terminated ; main office on that filing New York, NY. Not counted.
Interests, from its website: Long-term capital appreciation across Venture Capital, Infrastructure, and Real Estate Development.
Single family office, New York. Direct investments across various stages of business growth in both public and...Detail and sources for EOTHEN
Filed Form ADV in the past: EOTHEN LLC (CRD 311496), last filed , exempt reporting adviser filing withdrawn ; main office on that filing New York, NY. Not counted.
Interests, from its website: 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.
Single family office, New York.Detail and sources for Equity Investment Group
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Commercial real estate and lower middle market operating companies with private equity and strategic investments.
Files: no federal filing found.
No figure on fileCommercial real estate and lower middle market operating companies with private equity and strategic investments
EC
Euclidean Capital
Single family office, New York. Private capital, early-stage investments in biotech, life sciences and more.Detail and sources for Euclidean Capital
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Listed stocks, Form 13F-HR of Euclidean Capital LLC, quarter ended , filed : 11 holdings, $440MM. Largest, as filed: VANGUARD INTL EQUITY INDEX F 62%, VANGUARD INDEX FDS 26%, ISHARES TR 4%.
Interests, from its website: Private capital, early-stage investments in biotech, life sciences, and artificial intelligence.
Private equity firm, New York.Detail and sources for First Haven Capital
No Form ADV found by website, name or identifier.
Interests, from its website: Lower-middle market control investments alongside private equity sponsors and independent sponsors.
Files: no federal filing found.
No figure on fileLower-middle market control investments alongside private equity sponsors and independent sponsors
FF
Forbes Family Trust
Multi-family office, main office Philadelphia, PA; not in New York totals. Independent investment advisory, asset allocation, manager selection and more.Detail and sources for Forbes Family Trust
Form ADV of Corient SHC Wealth Management (US) LP (CRD 151225), SEC registered adviser, filed , main office Philadelphia, PA: regulatory assets $2.3BN; 1 private fund, $12MM gross; 36 employees.
Now files as Corient SHC Wealth Management (US) LP, Philadelphia; Forbes Family Trust is listed among its other business names.
Single family office, Midtown. Name match only; not counted. Broad range of securities including equity and debt across geographies and sectors and more.Detail and sources for Hildred Capital Partners, LLC
Form ADV of Hildred Capital Management, LLC (CRD 301293), SEC registered adviser, filed , main office New York, NY.
Files as Hildred Capital Management, LLC; its Form ADV website is hildred.com, not the listed hildredpartners.com.
Name match only, so not ranked or counted: Hildred Capital Management, LLC (CRD 301293) lists hildred.com, a healthcare private equity firm's site, in Item 1.I and does not name Hildred Capital Partners, LLC; the office's own site hildredpartners.com describes a family investment firm at 745 Fifth Avenue, the adviser's street address too.
Interests, from its website: Broad range of securities including equity and debt across geographies and sectors, actively and passively managed.
Single family office, New York.Detail and sources for Horizon Point Capital
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Lower-middle-market companies with control and minority investments across business services, food and beverage, consumer products, and software.
Files: no federal filing found.
No figure on fileLower-middle-market companies with control and minority investments across business services, food and beverage, consumer products, and software
HP
Hudson Park
Multi-family office, under review.Detail and sources for Hudson Park
No Form ADV found by website, name or identifier.
Under review: earlier edition site link doubtful: livehudsonpark.com is a residential building.
Files: no federal filing found.
No figure on fileNo interests stated on its own site
Investment firm, Midtown.Detail and sources for Inherent Group
Form ADV of Inherent Group, LP (CRD 290080), exempt reporting adviser, filed , main office New York, NY: 3 private funds, $65MM gross.
On the map in Midtown, at its filed main office address.
Listed stocks: last filed 2024-11-14 (period 2024-09-30); no current 13F.
Files: SEC Form ADV, SEC Form 13F in the past.
$65MMfund assets
3
IF
Innovative Family Office
Wealth manager, under review. Wealth management for high-net-worth and ultra-high-net-worth investors.Detail and sources for Innovative Family Office
Filed Form ADV in the past: Innovative Family Office LLC (CRD 329496), last filed , SEC registration terminated ; main office on that filing Somers, NY. Not counted.
Interests, from its website: Wealth management for high-net-worth and ultra-high-net-worth investors.
Under review: earlier edition site link doubtful: broadstreetfamilyoffice.com does not match the name.
Single family office, New York.Detail and sources for J.S. Bean & Son LLC
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Alternative asset management, institutional investing, and private capital formation with involvement in natural resources.
Files: no federal filing found.
No figure on fileAlternative asset management, institutional investing, and private capital formation with involvement in natural resources
Investment firm, Midtown.Detail and sources for Kenmar Olympia
Form ADV of Kenmar Preferred Investments, LLC (CRD 226658), SEC registered adviser, filed , main office New York, NY: regulatory assets $31MM; 2 employees.
Files as Kenmar Preferred Investments, LLC.
On the map in Midtown, at its filed main office address.
Single family office, Midtown. Early-stage and growth companies in the US and Israel focused on climate change and...Detail and sources for KG Funds Management LLC
Form ADV of KG Funds Management LLC (CRD 163281), exempt reporting adviser, filed , main office New York, NY: 1 private fund, $25MM gross.
On the map in Midtown, at its filed main office address.
Listed stocks: last filed 2021-11-15 (period 2021-09-30); no current 13F.
Interests, from its website: Early-stage and growth companies in the US and Israel focused on climate change and social equity.
Wealth manager, Upper East Side. Fee-only, objective institutional-quality advisory services for very high net worth...Detail and sources for Landmark Management
Form ADV of Landmark Management, LLC (CRD 157511), SEC registered adviser, filed , main office New York, NY: regulatory assets $6.3BN; 2 private funds, $2.3BN gross; 30 employees.
On the map in Upper East Side, at its filed main office address.
Named in 2 private offering notices since October 2024, latest , by 1 issuer; the latest was filed by LMI Partners, LLC, as the notice names it.
Interests, from its website: Fee-only, objective institutional-quality advisory services for very high net worth individuals and families.
Multi-family office, Midtown.Detail and sources for Linden Global Strategies
Form ADV of Linden Global Strategies LLC (CRD 159667), SEC registered adviser, filed , main office New York, NY: regulatory assets $1.6BN; 8 employees.
On the map in Midtown, at its filed main office address.
Files: SEC Form ADV.
$1.6BNMar 2026
LO
Logiq
Single family office, under review.Detail and sources for Logiq
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Under review: earlier edition site link doubtful: visionlogiq.com does not look like the family office.
Files: no federal filing found.
No figure on fileNo interests stated on its own site
Single family office, New York.Detail and sources for Lupoff/Stevens Family Office LLC
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Impact investing with emphasis on wealth disparity, social inequality and justice, climate solutions and energy transition.
Files: no federal filing found.
No figure on fileImpact investing with emphasis on wealth disparity, social inequality and justice, climate solutions and energy transition
LH
Lyrix Holdings
Single family office, listed in Nashville, Tennessee, under review.Detail and sources for Lyrix Holdings
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Diversified business investments across various industries.
Under review: earlier edition location "Nashville, Tennessee" is outside New York; check the row belongs on this page.
Files: no federal filing found.
No figure on fileDiversified business investments across various industries
Holding company, listed in Los Angeles, under review.Detail and sources for McCourt Global
No Form ADV found by website, name or identifier.
Interests, from its website: Real estate and infrastructure development, sports ownership and operations, technology and media investments, and capital investment.
Under review: earlier edition location "Los Angeles" is outside New York; check the row belongs on this page.
Files: no federal filing found.
No figure on fileReal estate and infrastructure development, sports ownership and operations, technology and media investments, and capital investment
Investment firm, main office San Francisco, CA; not in New York totals. Long-term partnership with management teams, providing flexible capital independent...Detail and sources for Meritage Group LP
Form ADV of Meritage Group LP (CRD 142622), SEC registered adviser, filed , main office San Francisco, CA: regulatory assets $14.1BN; 9 private funds, $20.9BN gross; 55 employees.
Main office San Francisco.
Listed stocks, Form 13F-HR of Meritage Group LP, quarter ended , filed : 12 holdings, $2.6BN. Largest, as filed: MICROSOFT CORP 18%, AMAZON COM INC 14%, CAPITAL ONE FINL CORP 10%.
Named in 12 private offering notices since October 2024, latest , by 7 issuers; the latest was filed by Meritage International LP, as the notice names it.
Interests, from its website: Long-term partnership with management teams, providing flexible capital independent of fundraising cycles.
Files: SEC Form ADV, SEC Form 13F, Form D notices name it.
Single family office, New York.Detail and sources for Miras
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Global institutional investment spanning private equity, venture capital, public equity, hedge funds, private debt, and real estate.
Files: no federal filing found.
No figure on fileGlobal institutional investment spanning private equity, venture capital, public equity, hedge funds, private debt, and real estate
Single family office, New York. Mission-aligned investments in real estate, private equity, and venture capital.Detail and sources for MUUS & Company
Filed Form ADV in the past: MUUS Asset Management Co LLC (CRD 329868), last filed , exempt reporting adviser filing withdrawn ; main office on that filing New York, NY. Not counted.
Interests, from its website: Mission-aligned investments in real estate, private equity, and venture capital.
Multi-family office, Midtown. Manager selection across hedge funds, private equity and more.Detail and sources for Offit Capital Advisors
Form ADV of Offit Capital Advisors LLC (CRD 144474), SEC registered adviser, filed , main office New York, NY: regulatory assets $20.6BN; 123 private funds, $4.1BN gross; 82 employees.
On the map in Midtown, at its filed main office address.
Listed stocks: last filed 2023-10-05 (period 2023-09-30); no current 13F.
Named in 46 private offering notices since October 2024, latest , by 25 issuers; the latest was filed by OCA Preferred Income LLC, as the notice names it.
Interests, from its website: Manager selection across hedge funds, private equity, and venture capital with direct investment opportunities.
Files: SEC Form ADV, SEC Form 13F in the past, Form D notices name it.
Private equity firm, Midtown.Detail and sources for Papamarkou Wellner Perkins
Form ADV of Papamarkou Wellner Asset Management, Inc. (CRD 131796), SEC registered adviser, filed , main office New York, NY: regulatory assets $358MM; 1 private fund, $14MM gross; 11 employees.
Files as Papamarkou Wellner Asset Management, Inc.
On the map in Midtown, at its filed main office address.
Listed stocks, Form 13F-HR of Papamarkou Wellner Asset Management inc., quarter ended , filed : 75 holdings, $159MM. Largest, as filed: APPLE INC 12%, NVIDIA CORPORATION 8%, ALPHABET INC 8%.
Single family office, New York.Detail and sources for Pardon
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Building and funding ventures bridging arts and entrepreneurship, including arts patronage, creative media, and brand development.
Files: no federal filing found.
No figure on fileBuilding and funding ventures bridging arts and entrepreneurship, including arts patronage, creative media, and brand development
Single family office, New York.Detail and sources for Parkview International Inc.
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Public equities, fixed income, private capital markets, with focus on food, agriculture, wellness, pet care, cybersecurity, and energy sectors.
Files: no federal filing found.
No figure on filePublic equities, fixed income, private capital markets, with focus on food, agriculture, wellness, pet care, cybersecurity, and energy sectors
Single family office, New York.Detail and sources for Partners Path Capital
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: 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.
Files: no federal filing found.
No figure on fileReal estate (multifamily, mixed-use, industrial, retail, hospitality) and select venture capital and private equity opportunities across multiple US...
Single family office, listed in Greenwich, Connecticut, under review.Detail and sources for Patona Partners
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Direct investments in diversified sectors including business services, industrial manufacturing, financial services, consumer retail, technology, healthcare, real estate, and media and entertainment.
Under review: earlier edition location "Greenwich, Connecticut" is outside New York; check the row belongs on this page.
Files: no federal filing found.
No figure on fileDirect investments in diversified sectors including business services, industrial manufacturing, financial services, consumer retail, technology and more
Multi-family office, main office Charleston, SC; not in New York totals.Detail and sources for Permanens Capital
Form ADV of Permanens Capital L.P. (CRD 157476), SEC registered adviser, filed , main office Charleston, SC: regulatory assets $4.0BN; 10 private funds, $708MM gross; 17 employees.
Main office Charleston, SC.
Listed stocks, Form 13F-HR of Permanens Capital L.P., quarter ended , filed : 100 holdings, $972MM. Largest, as filed: VANGUARD INDEX FDS 24%, SPDR SERIES TRUST 17%, ISHARES GOLD TR 7%.
Named in 9 private offering notices since October 2024, latest , by 5 issuers; the latest was filed by Permanens Capital Physical Precious Metals Fund, L.P., as the notice names it.
Files: SEC Form ADV, SEC Form 13F, Form D notices name it.
$4.0BNSep 2026
10
$972MMQ2 2026
9
PP
Portage Partners LLC
Multi-family office, New York.Detail and sources for Portage Partners LLC
No Form ADV found by website, name or identifier.
Interests, from its website: Sourcing, evaluating, and monitoring alternative funds and direct investment opportunities.
Files: no federal filing found.
No figure on fileSourcing, evaluating, and monitoring alternative funds and direct investment opportunities
Single family office, New York.Detail and sources for Potenza Capital
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Alternative investments including direct equity investments in operating companies and commitments to niche private equity and hedge fund strategies.
Files: no federal filing found.
No figure on fileAlternative investments including direct equity investments in operating companies and commitments to niche private equity and hedge fund strategies
Single family office, listed in Houston, under review.Detail and sources for Quadrex Capital Partners
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Growing and building extraordinary companies through acquisition, control, and operational management of operating companies and real estate assets.
Under review: earlier edition location "Houston" is outside New York; check the row belongs on this page.
Files: no federal filing found.
No figure on fileGrowing and building extraordinary companies through acquisition, control, and operational management of operating companies and real estate assets
RE
Rahr Enterprises LLC
Single family office, under review.Detail and sources for Rahr Enterprises LLC
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Direct investments in entrepreneurs and ventures focused on productivity, energy independence, medical innovation, education, and philanthropic causes.
Under review: earlier edition site link doubtful: rahrfoundation.org is the foundation, not the office.
Files: no federal filing found.
No figure on fileDirect investments in entrepreneurs and ventures focused on productivity, energy independence, medical innovation, education, and philanthropic causes
Single family office, New York.Detail and sources for Raycliff Capital
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Long-term capital appreciation in risk-adjusted return opportunities driven by superior management teams and growth prospects.
Files: no federal filing found.
No figure on fileLong-term capital appreciation in risk-adjusted return opportunities driven by superior management teams and growth prospects
Multi-family office, Midtown. Global family office, asset management, and investment banking across three...Detail and sources for Rockefeller Capital Management
Form ADV of Rockefeller & Co. LLC (CRD 294197), SEC registered adviser, filed , main office New York, NY: regulatory assets $36.8BN; 39 private funds, $4.1BN gross; 602 employees.
The firm also files through Rockefeller Financial LLC (CRD 291361), SEC registered adviser, filed : regulatory assets $99.6BN; 1,005 employees. That figure is shown here only; the list ranks Rockefeller & Co. LLC.
On the map in Midtown, at its filed main office address.
Listed stocks, Form 13F-HR of Rockefeller Capital Management L.P., quarter ended , filed : 11392 holdings, $65.2BN. Largest, as filed: ISHARES TR 10%, VANGUARD INDEX FDS 5%, ALPHABET INC 4%.
Interests, from its website: Global family office, asset management, and investment banking across three integrated businesses.
Single family office, New York. Multi-strategy investing across yield, opportunistic and more.Detail and sources for RWN Management, LLC
Filed Form ADV in the past: RWN Management, LLC (CRD 157085), last filed , SEC registration terminated ; main office on that filing New York, NY. Not counted.
Interests, from its website: Multi-strategy investing across yield, opportunistic, and venture capital strategies in real estate, private equity, credit, equity investments, and agriculture and energy.
Single family office, New York.Detail and sources for Samson Investment Partners
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: 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.
Files: no federal filing found.
No figure on fileLong-term compound growth through value-oriented diversification across asset types, industries, and geographies including public and private equity and more
Hedge fund manager, Midtown.Detail and sources for Scalebuilder
Form ADV of Scalebuilder, LLC (CRD 313276), SEC registered adviser, filed , main office New York, NY: regulatory assets $146MM; 3 private funds, $160MM gross; 4 employees.
On the map in Midtown, at its filed main office address.
Named in 4 private offering notices since October 2024, latest , by 2 issuers; the latest was filed by Scalebuilder T8 Fund, LP, as the notice names it.
Single family office, New York.Detail and sources for Sen Family Office
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Private equity investments through primary, secondary, co-investment, and fund of funds strategies, with allocations to equities and fixed income.
Files: no federal filing found.
No figure on filePrivate equity investments through primary, secondary, co-investment, and fund of funds strategies, with allocations to equities and fixed income
Serota Ventures
Single family office, New York.Detail and sources for Serota Ventures
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Real estate portfolio growth, venture capital, and alternative investments.
Files: no federal filing found.
No figure on fileReal estate portfolio growth, venture capital, and alternative investments
Wealth manager, Midtown. Registration withdrawn October 2026. Institutional-quality customized portfolio construction across global equity and more.Detail and sources for Seven Bridges Advisors
Form ADV of Seven Bridges Advisors LLC (CRD 158722), SEC registered adviser, filed , main office New York, NY: regulatory assets $4.6BN; 16 private funds, $1.0BN gross.
Registration withdrawn October 2026: the SEC record shows the registration terminated effective . The figures above are from its last filing; they are not counted in the New York totals.
On the map in Midtown, at its filed main office address (its last filing).
Listed stocks, Form 13F-HR of Seven Bridges Advisors LLC, quarter ended , filed : 17 holdings, $221MM. Largest, as filed: VANGUARD SCOTTSDALE FDS 31%, STATE STR SPDR S&P 500 ETF T 24%, ISHARES TR 15%.
Named in 9 private offering notices since October 2024, latest , by 5 issuers; the latest was filed by Seven Bridges Strategic Equity Fund LP, as the notice names it.
Interests, from its website: Institutional-quality customized portfolio construction across global equity, fixed income, and alternative strategies.
Files: SEC Form ADV (registration withdrawn October 2026), SEC Form 13F, Form D notices name it.
Single family office, New York.Detail and sources for Silver Fox Partners
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Quality businesses with strong financial performance, durability, favorable market conditions, strong leadership, and strategic discipline.
Files: no federal filing found.
No figure on fileQuality businesses with strong financial performance, durability, favorable market conditions, strong leadership, and strategic discipline
Single family office, New York.Detail and sources for Sloth Capital
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Diversified investments across investment partnerships, private equity, public securities, real estate and venture capital with a long-term compounding strategy.
Files: no federal filing found.
No figure on fileDiversified investments across investment partnerships, private equity, public securities and more
Multi-family office, main office Chatham, NY; not in New York totals. Global multi-asset class investing on behalf of families and foundations.Detail and sources for Sonamu Group
Form ADV of Sonamu Group LP (CRD 324293), exempt reporting adviser, filed , main office Chatham, NY: 1 private fund, $100MM gross.
Main office Chatham, NY.
Named in 4 private offering notices since October 2024, latest , by 2 issuers; the latest was filed by Evergreen Sonamu Partners LP, as the notice names it.
Interests, from its website: Global multi-asset class investing on behalf of families and foundations.
Single family office, New York. Global investing across public and private equity, credit, fixed income and more.Detail and sources for Soros Fund Management
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Listed stocks, Form 13F-HR of SOROS FUND MANAGEMENT LLC, quarter ended , filed : 266 holdings, $8.1BN. Largest, as filed: AMAZON COM INC 4%, ALPHABET INC 3%, TAIWAN SEMICONDUCTOR MANUFAC 3%.
Interests, from its website: Global investing across public and private equity, credit, fixed income, foreign exchange, and alternative assets.
Files: SEC Form 13F.
Not an adviser on file
$8.1BNQ2 2026
SP
Sparrow Group
Single family office, under review.Detail and sources for Sparrow Group
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Possible match by name only, not counted: Sparrow Group Management Company, LLC (CRD 342954), exempt reporting adviser with New York State, last filed .
Possible match by name only, not counted: a private offering notice filed by Sparrow Group, L.P., New York, NY.
Under review: earlier edition site link doubtful: thesparrownyc.com may not be the family office.
Files: no federal filing found.
No figure on fileNo interests stated on its own site
Single family office, New York.Detail and sources for SS3H Ventures
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Investments in exceptional businesses with durable competitive advantages across multiple capital structures and asset classes.
Files: no federal filing found.
No figure on fileInvestments in exceptional businesses with durable competitive advantages across multiple capital structures and asset classes
Multi-family office, Upper East Side.Detail and sources for Stelac Advisory Services
Form ADV of Stelac Advisory Services LLC (CRD 145103), SEC registered adviser, filed , main office New York, NY: regulatory assets $6.3BN; 3 private funds, $42MM gross; 21 employees.
A second adviser lists the office's website on its Form ADV: Stelac Capital Partners LLC (CRD 163081), SEC registered adviser, filed , main office New York, NY: regulatory assets $1.0BN. Shown here only, never ranked or summed.
On the map in Upper East Side, at its filed main office address.
Listed stocks, Form 13F-HR of Stelac Advisory Services LLC, quarter ended , filed : 168 holdings, $537MM. Largest, as filed: ALPHABET INC 9%, ISHARES TR 8%, NVIDIA CORPORATION 5%.
Multi-family office, Midtown. Growth investments and operational partnerships across a broad array of industries.Detail and sources for Stonecourt Capital
Form ADV of Stonecourt Capital LP (CRD 286234), SEC registered adviser, filed , main office New York, NY: regulatory assets $451MM; 5 private funds, $451MM gross; 9 employees.
On the map in Midtown, at its filed main office address.
Interests, from its website: Growth investments and operational partnerships across a broad array of industries.
Multi-family office, Midtown. Wealth management for ultra-high-net-worth families and advisors.Detail and sources for STPartners
Form ADV of Stone Temple Partners LLC (CRD 332833), SEC registered adviser, filed , main office New York, NY: regulatory assets $669MM; 3 private funds, $45MM gross; 11 employees.
Files as Stone Temple Partners LLC.
On the map in Midtown, at its filed main office address.
Interests, from its website: Wealth management for ultra-high-net-worth families and advisors.
Single family office, New York. Media, internet, consumer, and digital media sectors.Detail and sources for Sugarloaf Rock Capital
Filed Form ADV in the past: Sugarloaf Rock Capital, LLC (CRD 149406), last filed , Connecticut registration terminated ; main office on that filing Greenwich, CT. Not counted.
Interests, from its website: Media, internet, consumer, and digital media sectors.
Multi-family office, Midtown. Full-service investment management, financial planning and more.Detail and sources for TAG Associates
Form ADV of TAG Associates LLC (CRD 116959), SEC registered adviser, filed , main office New York, NY: regulatory assets $7.1BN; 10 private funds, $316MM gross; 71 employees.
A second adviser lists the office's website on its Form ADV: TAG Associates Florida LLC (CRD 325292), SEC registered adviser, filed , main office New York, NY: regulatory assets $35MM. Shown here only, never ranked or summed.
On the map in Midtown, at its filed main office address.
Named in 8 private offering notices since October 2024, latest , by 4 issuers; the latest was filed by TAG RELATIVE VALUE OFFSHORE FUND LTD, as the notice names it.
Interests, from its website: Full-service investment management, financial planning, and tax advisory with deep alternative investment expertise.
Holding company, listed in Munich, Germany, under review.Detail and sources for Tengelmann Twenty-One KG
No Form ADV found by website, name or identifier.
Interests, from its website: Family equity investments in diversified portfolio companies across multiple business sectors in Europe and North America.
Under review: earlier edition location "Munich, Germany" is outside New York; check the row belongs on this page.
Files: no federal filing found.
No figure on fileFamily equity investments in diversified portfolio companies across multiple business sectors in Europe and North America
Single family office, listed in Sydney, under review.Detail and sources for Terrace Tower Group
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Commercial real estate, private-credit investing, lead-origination capabilities, equity and credit investments across public and private markets in Australia and the US.
Under review: earlier edition location "Sydney" is outside New York; check the row belongs on this page.
Files: no federal filing found.
No figure on fileCommercial real estate, private-credit investing, lead-origination capabilities, equity and credit investments across public and private markets in...
Single family office, New York.Detail and sources for Upsher Management Company
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Health and life sciences, technology, defense innovation, energy security, applied artificial intelligence and computing power, and advanced manufacturing.
Files: no federal filing found.
No figure on fileHealth and life sciences, technology, defense innovation, energy security, applied artificial intelligence and computing power and more
Single family office, New York.Detail and sources for Value Investment Group (VIG)
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Venture capital, private equity, real estate, and sports team investments.
Files: no federal filing found.
No figure on fileVenture capital, private equity, real estate, and sports team investments
VB
Viscogliosi Brothers Watermark Holdings
Single family office, New York. MedTech venture capital and private equity investments.Detail and sources for Viscogliosi Brothers Watermark Holdings
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Named in 1 private offering notice since October 2024, latest , by 1 issuer; the latest was filed by VISCOGLIOSI BROTHERS WATERMARK HOLDINGS, LLC, as the notice names it.
Interests, from its website: MedTech venture capital and private equity investments.
Single family office, listed in Miami, FL, under review.Detail and sources for W5 Group
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Innovative residential real estate investments in multifamily, student housing, single-family rental, shared living and micro living.
Under review: earlier edition location "Miami, FL" is outside New York; check the row belongs on this page.
Files: no federal filing found.
No figure on fileInnovative residential real estate investments in multifamily, student housing, single-family rental, shared living and micro living
Multi-family office, Flatiron and Union Square. Wealth, asset, and lifestyle management for first-generation wealth creators and...Detail and sources for Welara
Form ADV of Welara Asset Management LLC (CRD 334534), SEC registered adviser, filed , main office New York, NY: regulatory assets $84MM; 13 employees.
Files as Welara Asset Management LLC.
On the map in Flatiron and Union Square, at its filed main office address.
Interests, from its website: Wealth, asset, and lifestyle management for first-generation wealth creators and their families.
Single family office, New York.Detail and sources for Whitney Capital Partners
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: 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.
Files: no federal filing found.
No figure on fileSingle family office investing across multiple asset classes including Venture Capital, Debt, Credit, Public Markets and more
Single family office, Midtown. Venture, growth, and buyout investments across multiple sectors including...Detail and sources for Wildcat Capital Management
Form ADV of Wildcat Capital Management, LLC (CRD 162178), SEC registered adviser, filed , main office New York, NY: regulatory assets $4.1BN; 5 private funds, $4.1BN gross; 13 employees.
On the map in Midtown, at its filed main office address.
Listed stocks, Form 13F-HR of Wildcat Capital Management, LLC, quarter ended , filed : 5 holdings, $174MM. Largest, as filed: FRONTIER GROUP HLDGS INC 96%, ALLOGENE THERAPEUTICS INC 3%, NETSKOPE INC 1%.
Interests, from its website: Venture, growth, and buyout investments across multiple sectors including automotive services, digital customer engagement, healthcare, equipment and machinery, sports, and retail.
Single family office, New York. Public markets, hedge funds, private equity and credit, real assets and more.Detail and sources for Willett Advisors LLC
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Listed stocks: last filed 2014-11-04 (period 2014-09-30); no current 13F.
Interests, from its website: Public markets, hedge funds, private equity and credit, real assets, and direct investments.
Single family office, New York.Detail and sources for Woodmont Partners
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Real estate investments and special situations across residential, office, medical office, and retail in public and private markets.
Files: no federal filing found.
No figure on fileReal estate investments and special situations across residential, office, medical office, and retail in public and private markets
XC
XO Capital LLC
Single family office, New York.Detail and sources for XO Capital LLC
No Form ADV found by website, name or identifier; an office that serves one family need not register as an adviser.
Interests, from its website: Family office wealth management, business management, and investment management.
Files: no federal filing found.
No figure on fileFamily office wealth management, business management, and investment management
The first 30 are shown here; find, a kind or a size shows every match.
No row matches. Clear the find field or choose All.
Assets are the regulatory assets in the adviser's latest filing (solid bar; grey when the office is not in the New York totals); advisers that report only their private funds show fund assets instead (hatched bar, same scale). Listed stocks are the US listed securities an office reports each quarter; offerings count the private offering notices that name the office in two years. Under the name: the kind on our list, where the office is, and the interests its own website names. Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes. "Under review" marks rows whose listed place or website does not match the office; they stay listed and are not ranked until checked.
Most of the money is clients' money
Six findings from the 20 advisers and the offices around them.
27%
of the $175.2 billion the 20 advisers report is one adviser's: Bessemer Investment Management LLC. Without it, the other 19 report $128.2 billion.
Regulatory assets, latest filing of each adviser; sums of filed figures
45%
of their assets is high net worth individuals' money; the next largest client type is investment companies (registered funds), at 30%.
Client types each adviser reports with its assets; sums of filed figures
$29.9BN
sits in 298 private funds run by the advisers counted here, gross of borrowing.
Private funds each adviser reports, latest filing; sums of filed figures
$80.5BN
of US listed stocks reported by 13 offices for mid 2026; the largest, Soros Fund Management, reported $8.1 billion for Q2 2026 without registering as an adviser.
Quarterly listed stock reports, June and September 2026; Bessemer's values left out of the sum
109
private offering notices in two years name 9 of the offices counted here, from 59 funds and companies; Offit Capital Advisors appears in 46.
Private offering notices, to
5
of the 134 single family offices report their assets publicly; the largest that does is Wildcat Capital Management, at $4.1 billion. An office that serves one family need not register, so most never do.
Multi-family offices dominate the figures because they manage many families' money and must register; a single family office's figure, where it reports one at all, is its own capital. For the largest offices worldwide, see Largest family offices; for single and multi-family offices across the country, single family offices and multi-family offices.
Questions
How many family offices are there in New York City?
No regulator publishes a count: under the SEC family office rule an office that serves one family need not register. This list holds 191 offices in New York; 20 of them report assets as advisers from a New York main office, $175.2 billion together, and most of the rest publish no figure at all.
What are the largest family offices in New York?
By the regulatory assets their advisers report: Bessemer Trust $47.0 billion, Rockefeller Capital Management $36.8 billion, BBR Partners $36.5 billion, Offit Capital Advisors $20.6 billion, TAG Associates $7.1 billion. All five are multi-family offices, whose figures include client money. Among single family offices that report, Wildcat Capital Management is the largest, $4.1 billion. Soros Fund Management reports no assets as an adviser but reported $8.1 billion of US listed stocks for Q2 2026.
How much do NYC family offices typically manage?
Most do not say. Of the 20 advisers with a New York main office that report, the median reports $1.6 billion in regulatory assets; 9 report under $1 billion.
What is a family office?
A company that manages the money of one family and its members, owned and controlled by them, that does not offer advice to the public. The SEC's family office rule, 17 CFR 275.202(a)(11)(G)-1, exempts such an office from adviser registration. A multi-family office serves many families and registers.
How do you start a relationship with a family office in New York?
Each office on this page links to its own website, and each figure carries a pin that opens the public filing it comes from. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.
Family offices in New York from our earlier editions, 134 single family, 20 multi-family and 37 of other kinds as classified from each office's own words, each kept and each checked against public filings. No office leaves the list; rows that look misplaced are marked under review and move to the list of their real kind once checked.
Ranking rule
The top 10, every total, share and median, the charts and the answers to the questions use one set: the 20 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in New York City, that the filing itself ties to the office (the office's own website in Item 1.I, or the office named in the filing as owner or related person), that are not under review and whose registration is not withdrawn. A name match with no such tie is listed with its figure but not ranked or counted. The boards and the map apply the same place, tie and review rules to offices that report only their funds or their listed stocks. A multi-family office's figure includes its clients' money; it is not a measure of family wealth.
Name matches
Hildred Capital Partners, LLC: name only, so not ranked or counted. Its name matches Hildred Capital Management, LLC (CRD 301293), whose Form ADV lists hildred.com, a healthcare private equity firm's site, and does not name the office; the two share a building at 745 Fifth Avenue. Bessemer Trust: ranked, because Bessemer Investment Management LLC's Form ADV names Bessemer Group, Incorporated as owner and the Bessemer Trust companies as related persons. East Rock Capital: ranked, because the website on its Form ADV, eastrockcap.com, is the office's own site (the listed eastrockcapital.com is a parked domain for sale), so the row now links there.
Our arithmetic
The $175.2BN (one figure per adviser), the $80.5BN of listed stocks (Bessemer left out), shares, medians, charts and boards are sums and medians of filed numbers over that one set. Brandywine Trust Group (Hockessin, DE), Forbes Family Trust (Philadelphia, PA), Meritage Group LP (San Francisco, CA), Permanens Capital (Charleston, SC) stay listed with their figures but are not counted; neither are rows under review, Aksia among them, nor Hildred Capital Partners, LLC (name match) or Seven Bridges Advisors (withdrawn).
Seven Bridges Advisors
Its SEC registration was terminated effective (adviser record read ). The row keeps the figures of its last Form ADV, filed , with the note "Registration withdrawn October 2026", and is left out of every count and sum; the map marks it at the address that filing gives, 9 West 57th Street.
Brandywine
Brandywine Trust Company, LLC files no Form ADV because it is a trust company: the Advisers Act treats a trust company as a bank, and a bank is not an investment adviser (15 U.S.C. 80b-2(a)(2) and (a)(11)(A)). Its funds are advised by Brandywine Managers, LLC (CRD 137388), whose Form ADV lists brandywinetrust.com as its website and the trust company as their administrator and qualified custodian; that adviser's main office is in Hockessin, Delaware, so its $14.0BN is shown but not counted in New York.
Rockefeller
Rockefeller Capital Management files through two advisers. The list ranks Rockefeller & Co. LLC (CRD 294197, $36.8BN, filed Mar 2026), as our October 25 edition did; Rockefeller Financial LLC (CRD 291361, $99.6BN) is shown in the row detail and is not ranked or summed. Other second advisers found by website (TAG, Stelac, Aksia) are shown the same way.
Map
One square per office under the same rules (advisers that report only their funds included, as open squares) at the street address of its main office as filed, placed with NYC Planning GeoSearch and drawn north up on NYC Open Data's Manhattan outline and 2020 neighborhood areas, plus Seven Bridges at its last filed address. Districts are groups of neighborhood areas. 22 of 191 offices are drawn.
Under review
30 rows: places outside New York on our earlier edition (Luxembourg, Melbourne, Munich, Sydney, Sao Paulo and others), websites that belong to another business, Aksia, whose own site describes an investment consultant, and Bravo Family Foundation, whose foundation return gives a Miami, Florida address.
Pins
Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, the SEC filing index of the 13F report or of the latest private offering notice (Form D) that names the office, or the foundation's page on the IRS Tax Exempt Organization Search. The pin's label names the source and its date.
What we searched
On we searched every office by its name and its short name, by its website against the websites advisers list on Form ADV, and by every CRD, CIK and EIN found, for Form ADV (with any second adviser that lists the office's website), 13F, Form D, Form 990 and 990-PF, and re-read every adviser's registration status that day. Of the 191 offices, 31 report on a current Form ADV, 7 filed one in the past and Seven Bridges Advisors withdrew in October 2026; 20 file current 13F reports and 8 filed them in the past only; 14 are named in private offering notices; 1 files a foundation return; 139 have no federal filing we could find, which is expected: an office that serves one family need not register (17 CFR 275.202(a)(11)(G)-1). 4 more show possible matches by name only in their detail, not counted.
Words
Interests are each office's own, from its website. No person names are shown.
Sources and dates
Figure
Source
Period, read
Regulatory assets, registration, main office, client types, private funds