Family Offices in Seattle

20 family offices are on this list, 11 are single family offices, 4 are wealth managers, 1 is a multi-family office and 4 are of other kinds, in 4 places. The largest group is in Seattle, with 16.

Few of them report assets in a public filing: Cercano Management $7.3 billion. Most family offices manage their own capital and need not register with a regulator, so the list leads with what each states about itself.

Updated October 2026. Rechecked quarterly; next check January 2027. Filings searched October 30, 2026.

Who the 20 are

Single family offices11
Wealth managers4
Multi-family office1
Venture capital firm1
Holding company1
Investment firm1

Kind of each, from its own website, checked October 2026.

Family offices listedList of October 2026: 20
Single family officesKind from each office's own site: 11
Wealth managersKind from each office's own site: 4
Multi-family officeKind from each office's own site: 1
PlacesMost in Seattle (16): 4

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All 20 family offices

A to Z, with each office's regulatory assets, private funds, listed stocks and fund offerings, each with a pin to its filing; offices with no figure show the interests they state on their own sites.

Find in this list

Showing all 20 offices

Family Offices in Seattle 20 offices, A to Z
Office	Assets	Private funds	Listed stocks	Fund offerings
Avantia Multi-family office, Seattle. Detail and sources for Avantia No Form ADV found by website, name or identifier. Avantia provides family office and wealth management services to families through purposeful planning and thoughtful investing. As an independent registered investment advisor, the firm creates personalized solutions with clear reporting and works with reputable custodians to ensure asset security. Interests: Family office and wealth management services for corporate executives, business owners, entrepreneurs, and multi-generational families. Files: no federal filing found.	No figure on fileFamily office and wealth management services for corporate executives
Bezos Expeditions Single family office, Seattle. Detail and sources for Bezos Expeditions No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Manages the investment portfolio and ventures of the Bezos family. Bezos Expeditions oversees multiple entities including Blue Origin, The Washington Post, Bezos Day One Fund, and Bezos Family Foundation. The portfolio spans technology, aerospace, healthcare, media, real estate, and other sectors. In 2026, the office increased its pace of artificial intelligence investing, backing startups including Perplexity, Physical Intelligence, and Skild artificial intelligence. Interests: Diverse portfolio including technology, aerospace, healthcare, media, real estate, and venture investments. Sectors: Technology, Aerospace, Healthcare, Media, Real Estate, Financial Services. Kind as first listed: its own website did not confirm it when read October 30, 2026. Files: no federal filing found.	No figure on fileDiverse portfolio including technology, aerospace, healthcare, media
Bristlecone Advisors (acquired by Corient) Wealth manager, Bellevue, WA. Detail and sources for Bristlecone Advisors (acquired by Corient) No Form ADV found by website, name or identifier. Bellevue-based MFO founded in 1999, managing roughly $2B in AUM. Acquired by Corient in October 2025. Provides integrated financial planning, tax and estate services, philanthropy, real asset and risk management, and specialized projects. Blends personalized planning with a disciplined, research-driven investment process for Pacific Northwest affluent families and technology executives. Interests: Wealth management and family office services for technology executives and affluent families. States $2BN on its own website (as read July 2026); not filed with the SEC, so not ranked. Also on RIA Firms in the United States. Files: no federal filing found.	No figure on fileWealth management and family office services for technology executives
Capital6 Single family office, Seattle. Detail and sources for Capital6 No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Family office of its principal, overseeing investments in traditional PE, the permissionless future, and arts and culture. Since 2015, Capital6 and affiliated entities have advised, invested in, or structured over $6B in flotations. Sectors: Private Equity, Digital Assets, Arts & Culture. Interests, from its website: Traditional private equity, digital assets, and arts and culture. Files: no federal filing found.	No figure on fileTraditional private equity, digital assets, and arts and culture
Cascade Investment Single family office, Kirkland, WA. Detail and sources for Cascade Investment No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Primary investment vehicle of its owner, managed by its principal since 1994. Cascade oversees an estimated $70B, making it one of the world's largest SFOs. The portfolio spans public equities, farmland, hospitality (Four Seasons Hotels), energy infrastructure, and private companies, reflecting a long-duration, diversified approach. In May 2026, the firm added a $101.8 million stake in Republic Services, continuing its pattern of concentrated public-equity positions. Interests: Diversified long-term investments across public equities, real estate, energy, and hospitality. States $70BN on its own website (as read July 2026); not filed with the SEC, so not ranked. Kind as first listed: its own website did not confirm it when read October 30, 2026. Files: no federal filing found.	No figure on fileDiversified long-term investments across public equities, real estate
Cercano Management Wealth manager, Bellevue, WA. Investment advisory across public markets, private equity. Detail and sources for Cercano Management Form ADV of Cercano Management LLC (CRD 315897), SEC registered adviser, filed September 2026, main office Bellevue, WA: regulatory assets $7.3BN; 29 private funds, $6.8BN gross; 62 employees. Tied to this row by the CRD the list cites from the filing. Listed stocks, Form 13F-HR/A of Cercano Management LLC, quarter ended June 30, 2026, filed August 2026: 155 holdings, $750MM. SEC-registered investment adviser based in Bellevue managing $7.2 billion in regulatory AUM, spun out of Vulcan Capital (the Allen family office) in late 2021. Led by a former Vulcan CIO, Cercano provides investment advisory exclusively to UHNW individuals and their families, family foundations, charitable organizations, and related entities. Offices in Bellevue, Atlanta, Singapore, and Wayzata, MN. Interests: Investment advisory across public markets, private equity, private credit, and real estate for ultra-high-net-worth individuals and family foundations. Files: SEC Form ADV, SEC Form 13F.	$7.3BNSep 2026	29	$750MMQ2 2026
Clarius Group (acquired by Clearstead) Wealth manager, Seattle, WA. Detail and sources for Clarius Group (acquired by Clearstead) No Form ADV found by website, name or identifier. Seattle-based MFO managing roughly $5.1B in AUM. Acquired by Clearstead Advisors, announced February 2026. Provides wealth management, investment advisory, and family office services to UHNW families in the Pacific Northwest. About $3B in discretionary AUM. States $5.1BN on its own website (as read July 2026); not filed with the SEC, so not ranked. Interests, from its website: Full wealth management, investment advisory, and family office services. Files: no federal filing found.	No figure on fileFull wealth management, investment advisory, and family office services
Dahl Investments Single family office, Seattle, WA. Detail and sources for Dahl Investments No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Seattle-based SFO managing private investments and wealth for one family. Dahl is not registered as an investment adviser serving external clients. Kind as first listed: its own website did not confirm it when read October 30, 2026. Interests, from its website: Private investment management for one family. Files: no federal filing found.	No figure on filePrivate investment management for one family
Fisher Investments Family Office Wealth manager, Camas, WA. Detail and sources for Fisher Investments Family Office No Form ADV found by website, name or identifier. The founder and Executive Chairman of Fisher Investments manages roughly $5B in personal wealth. Fisher Investments itself is one of the world's largest independent RIAs with over $250B in client assets. Its founder retained full ownership through the firm's growth, and his personal fortune remains substantially tied to the enterprise value of the business. States $5BN on its own website (as read July 2026); not filed with the SEC, so not ranked. Interests, from its website: Personal wealth management tied to Fisher Investments enterprise value. Files: no federal filing found.	No figure on filePersonal wealth management tied to Fisher Investments enterprise value
Graham Capital Group Single family office, Seattle, WA. Detail and sources for Graham Capital Group No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Seattle-based family office investment firm that acquires and partners with established small to mid-market companies in the Pacific Northwest. Graham uses a buy-and-hold strategy with no external investors or capital pools, eliminating traditional PE exit pressures. The team brings over eighty years of collective experience building privately owned businesses. Sectors: Diversified. Interests, from its website: Buy-and-hold acquisitions of established Pacific Northwest companies. Files: no federal filing found.	No figure on fileBuy-and-hold acquisitions of established Pacific Northwest companies
Hoban Family Office Single family office, Seattle, Washington. Detail and sources for Hoban Family Office No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Real estate-focused family office dedicated to creating value and income for the family and others. Hoban brings together experienced professionals with deep expertise in commercial real estate, development, and community partnerships. The office combines investment capital with active management and development capabilities. Interests: Real estate investment and services including commercial real estate, development, affordable housing, workforce housing, property management, and brokerage. Sectors: Commercial Real Estate, Real Estate Development, Housing, Property Management. Files: no federal filing found.	No figure on fileReal estate investment and services including commercial real estate
Keiretsu Capital Venture capital firm, Seattle, WA. Co-investment vehicles for angel-backed deal flow in cleantech. Detail and sources for Keiretsu Capital No Form ADV found by website, name or identifier. 2 private offering notices since October 2024 by 2 funds and vehicles named for the office, latest December 2025 by Keiretsu Capital Blockchain Fund of Funds II, LP, as the notice names it. Exclusive fund affiliate of the Keiretsu Forum global angel network, founded in 2013 in Seattle. Manages co-investment, blockchain fund-of-funds, and real estate fund access vehicles for LPs and accredited investors to co-invest alongside Keiretsu Forum angels. The Forum has invested over $750M in more than 1,000 fundings since inception. Keiretsu Family Office, founded in 2020, provides a direct co-investment community for family offices accessing qualified angel-backed deal flow. Interests: Co-investment vehicles for angel-backed deal flow in cleantech, fintech, health tech, impact, blockchain, and real estate. Files: Form D notices of funds named for it.	Not an adviser on file			2
Laird Norton Company Holding company, Seattle, WA. Detail and sources for Laird Norton Company No Form ADV found by website, name or identifier. An eighth-generation family-owned investment enterprise deploying patient capital as a minority and majority investor in lower middle-market private companies and real estate. Laird Norton focuses on capital-efficient, cash-flow-generative assets including light industrial, retail, office, and multifamily real estate, guided by a philosophy of shared prosperity and long-term corporate citizenship. The firm announced a minority investment in CFO Selections in April 2026. Its family president was featured in Business Insider in June 2026 discussing family engagement. Interests: Patient capital investments in lower middle-market companies and commercial real estate. Sectors: Private Companies, Real Estate. Files: no federal filing found.	No figure on filePatient capital investments in lower middle-market companies
Mawer Investment Management Ltd Investment firm, Seattle. Main office Calgary, Alberta, Canada; not in the totals. Global and domestic equity, balanced, and fixed income strategies. Detail and sources for Mawer Investment Management Ltd Form ADV of Mawer Investment Management Ltd. (CRD 159100), SEC registered adviser, filed March 2026, main office Calgary, Alberta, Canada: regulatory assets $40.9BN; 17 private funds, $26.2BN gross; 278 employees. Tied to this row by the CRD the list cites from the filing. Main office Calgary, Alberta, Canada; shown but not counted in the totals, charts or boards. Listed stocks, Form 13F-HR of Mawer Investment Management Ltd., quarter ended June 30, 2026, filed August 2026: 142 holdings, $14.7BN. Mawer Investment Management Ltd specializes in global and domestic equity, balanced, and fixed income strategies to meet a variety of investment needs. Known for boring, long-term investing since 1974, the firm was founded on a single mantra: 'do the right thing' for clients, employees, and the community. The founder's unrivalled integrity continues to guide the firm today. Sectors: Equities, Fixed Income, Balanced Funds, Emerging Markets. Files: SEC Form ADV, SEC Form 13F.	$40.9BNMar 2026	17	$14.7BNQ2 2026
MJS Investors Single family office, Seattle, WA. Detail and sources for MJS Investors No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Family-owned private investment firm in Bellevue, focused on privately owned businesses and real estate in the Pacific Northwest. MJS acquires residential, commercial, and mixed-use real estate and makes direct investments in private businesses through offices in Bellevue and Vancouver. Interests: Real estate acquisition and private business investment in the Pacific Northwest. Sectors: Real Estate, Private Companies. Files: no federal filing found.	No figure on fileReal estate acquisition and private business investment in the Pacific
Montlake Capital Private equity firm, Seattle, WA. Detail and sources for Montlake Capital No Form ADV found by website, name or identifier. Seattle-based family office investment firm tracing its roots to the 1980s when founding principals helped grow Costco, Commerce Bank, Olympic Stain Corporation, and Shurgard Mini Storage. Its principal joined in 1999 to continue the legacy. Invests from its own balance sheet in companies with $10-100M revenue and $1-10M EBITDA. Transaction types include growth equity, management buyouts, recaps, and search funds. Currently building platforms in HVAC/Plumbing, Heavy Equipment, Road Maintenance, Home Health, and HR. Interests: Buy-and-build acquisitions of Pacific Northwest companies with $10-100M revenue. Files: no federal filing found.	No figure on fileBuy-and-build acquisitions of Pacific Northwest companies with $10-100M
Progeny 3 Single family office, Seattle, WA. Detail and sources for Progeny 3 No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Seattle-based SFO founded in 2007 to manage the Smith Hemingway family portfolio, tax reporting, estate planning, and family wealth planning. Latest SEC filings disclose 34 equity positions with a portfolio value of $1.94B. Top holdings include Cameco Corporation, Acuren Corporation, Interactive Brokers Group, APi Group, and SS&C Technologies. In April 2026, Progeny 3 provided capital to Permian Basin-focused Cadre Energy Solutions to accelerate its growth in contract compression. Interests: Diversified long-term generational wealth across public equities, private equity, and alternative investments. States $1.9BN+ on its own website (as read July 2026); not filed with the SEC, so not ranked. Kind as first listed: its own website did not confirm it when read October 30, 2026. Files: no federal filing found.	No figure on fileDiversified long-term generational wealth across public equities
SDKB Family Office Single family office, Seattle, WA. Detail and sources for SDKB Family Office No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Seattle-based SFO managing private wealth and investments for one family. Kind as first listed: its own website did not confirm it when read October 30, 2026. Interests, from its website: Private wealth management for one family. Files: no federal filing found.	No figure on filePrivate wealth management for one family
Vulcan Capital Single family office, Seattle, WA. Detail and sources for Vulcan Capital No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Investment arm of the holding company established by a Microsoft co-founder. Following its founder's death in 2018, the firm continues to manage roughly $20B on behalf of the Allen estate, overseen by his sister. The portfolio covers technology ventures, commercial real estate, professional sports franchises, and conservation-oriented investments. Now named Cercano Management. Interests: Technology, real estate, sports, and impact investments continuing the legacy of its founder. States $20BN on its own website (as read July 2026); not filed with the SEC, so not ranked. Kind as first listed: its own website did not confirm it when read October 30, 2026. Files: no federal filing found.	No figure on fileTechnology, real estate, sports
Watermark Estate Management Single family office, Seattle, WA. Detail and sources for Watermark Estate Management No Form ADV found by website, name or identifier. An office that serves one family need not register as an adviser. Seattle-area SFO providing private estate management services. The firm handles full management of family wealth, properties, and related affairs for one family. Kind as first listed: its own website did not confirm it when read October 30, 2026. Interests, from its website: Private estate and wealth management. Files: no federal filing found.	No figure on filePrivate estate and wealth management

Assets are the regulatory assets in the adviser's latest Form ADV (solid bar; grey when the office is not in the totals; hatched when an exempt adviser reports only its funds). Listed stocks are the US listed securities a firm reports each quarter; fund offerings count the private offering notices of funds named for the office in two years. Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.

Most family offices here publish no figure, so the list leads with their own words

Four findings from the list itself.

20
family offices are on this list: 11 are single family offices, 4 are wealth managers, 1 is a multi-family office and 4 are of other kinds.
Kind of each, from its own website
16
are in Seattle, the most of any place on the list; Bellevue 2, Camas 1, Kirkland 1.
Place of each, as listed
20
of the 20 state their interests on their own sites; each row gives them in the office's own words.
Each office's own website
2
of the 20 report assets in a public filing; an office that manages one family's money need not register as an adviser.
Adviser filings read October 2026; 17 CFR 275.202(a)(11)(G)-1

Questions

How many family offices are there in Seattle?

No regulator publishes a count. This list holds 20: 11 are single family offices, 4 are wealth managers, 1 is a multi-family office and 4 are of other kinds; most are in Seattle (16).

How do you start a relationship with family offices in Seattle?

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.

Sources and method

Who is listed: 20 family offices, 11 are single family offices, 4 are wealth managers, 1 is a multi-family office and 4 are of other kinds, as researched for this list; no row leaves the list.
Ranking rule: No ranking: fewer than three offices on this list report regulatory assets in a public filing, so the list runs A to Z.
Our arithmetic: Counts of kinds and places are counts of the rows as listed.
Pins: Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its 13F report or of the latest private offering notice (Form D). The pin's label names the source and its date.
What we searched: On October 30, 2026 we searched every office by its website against the websites advisers list on Form ADV, by the CRD the list cites, by name for Form ADV, and by every CIK found for 13F reports, and searched private offering notices for funds named for it. Of the 20, 2 report on a current Form ADV, 2 file 13F reports (2 for a 2026 quarter with a value), 1 have funds named for them in private offering notices, and 0 more show a possible match by name only in their detail, not counted. An office that serves one family need not register (17 CFR 275.202(a)(11)(G)-1).
Words: Kinds and interests are each office's own, from its website. No person names are shown.

Sources and dates
Figure	Source	Period, read
Assets, private funds, client types, main office, employees	SEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 2 advisers	Filings to 2026-10-01; read 2026-10-30
Listed stocks	SEC EDGAR Form 13F, 2 filers	Latest quarter; read 2026-10-30
Private offering notices of funds named for a firm	SEC EDGAR full text search, Form D and D/A	2024-10-30 to 2026-10-30
Kind, interests and website	Each office's own website, as researched for this list	Checked 2026-10-30
Logos	Each office's own website; a monogram where none checks	Read 2026-10-30

Cite as: Praxis Rock Advisors, "Family Offices in Seattle," updated October 31, 2026, praxisrock.com/resources/investors/family-offices-seattle

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