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Investor Directory

Family Offices in San Diego

San Diego's 80-110 family offices manage $125B centered on life sciences and defense. Wealth from biotech/pharma, defense contracting, real estate. Biotech/life sciences 34% (exceeds national averages), healthcare 12%, defense 11%, real estate 18%, tech 10%. Employ 6-12 professionals with biotech/pharma backgrounds. Check sizes $15-75M averaging $35-45M.

DIRECTORY

6 Family Offices in San Diego

Firms — 6 listed

Jacobs Family

Est.1947Family

AUM

$5-7B

Jacobs Engineering and defense wealth.

FocusEngineering, defense
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Levine Leichtman Family Office

Est.2003Lauren Leichtman & Arthur Levine

AUM

$2B+

Levine Leichtman Family Office manages the personal wealth of the Levine Leichtman family alongside their institutional PE platform. The office deploys capital across opportunistic US real estate, microcap private equity, credit, and listed equities.

FocusOpportunistic real estate, private equity in US microcap, credit, venture
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Rady Asset Management

Est.2000Ernest Rady

AUM

$250M+

Rady Asset Management manages the equity investment portfolio of the Rady family, whose wealth originated from real estate and financial services businesses. The firm focuses on fundamental, bottom-up research in mid-to-large cap US equities.

FocusMid-to-large cap US equities, long-short and long-only strategies
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Torrey Pines Investment

Est.2005Management Team

AUM

$500M+

Torrey Pines Investment is a San Diego-based life science investment firm deploying capital across biotech, medical devices, and pharmaceutical opportunities. The firm leverages deep connections in the San Diego biotech cluster.

FocusLife sciences, biotech, medical devices, early-stage
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Forward Ventures

Est.1990Management Team

AUM

$450M+

Forward Ventures is a San Diego-based life science venture capital firm managing $450M+ since 1990. The firm specializes in early to late-stage biopharmaceutical therapeutics, leveraging deep San Diego biotech relationships and UCSD research partnerships.

FocusLife sciences, biopharmaceutical therapeutics, early-stage biotech
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CONNECT San Diego

Est.1985Management Team

AUM

$100M+

CONNECT San Diego is one of the nation's premier innovation accelerators and early-stage investment organizations. Founded in 1985, CONNECT has helped launch and grow thousands of life science and technology companies in the San Diego ecosystem.

FocusLife sciences, technology, early-stage companies, accelerator programs
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MARKET ANALYSIS

The San Diego Family Office Landscape

San Diego $125B centers on life sciences and defense. Biotech (34%), healthcare (12%), defense (11%), real estate (18%), tech (10%).

Founders bring extraordinary life sciences sophistication. Check sizes ($35-45M average) exceed national norms. 55% San Diego County concentration, 45% national/international.

San Diego shows lower venture risk than Bay Area but higher biotech conviction.

Why San Diego

San Diego combines extraordinary life sciences expertise with defense knowledge. Offices employ experienced professionals with regulatory and FDA expertise.

Military and defense relationships create unique deal flow. Proximity to military installations and defense base creates information advantage.

Real estate expertise (28-35% of portfolios) reflects coastal appreciation. Growing climate tech investment.

Frequently Asked Questions

34-46% to biotech, exceeding 8-12% national average.

Yes. 6-12 professionals with biotech/pharma backgrounds conduct diligence.

Life sciences $15-75M averaging $35-45M.

11-15% to defense and aerospace.

Yes. 8-12% targets climate solutions.

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