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Baltimore Family Office List

This Baltimore family office list has five offices listed in the city, plus ten nearby additions to provide a wider regional view. The Baltimore profiles include two single-family offices and three multi-family offices. Recorded interests are varied: real estate, family partnerships, angel investing, equity, leisure activities, alternative investing and concierge services each appear in the focus data. Three offices disclose assets under management. Because the city-specific group is small, the nearby profiles may be useful to founders, fund managers and advisors willing to consider a broader search area. Treat the focus labels as starting points for research, and review each office's public profile to assess whether its stated interests match your opportunity or mandate.

At a glance

  • Five offices are listed in Baltimore, with 10 nearby offices added.
  • The Baltimore profiles include 2 single-family offices and 3 multi-family offices.
  • Three offices disclose assets under management.
  • Each of the listed focus areas appears once in the profiles on this page.
  • Two offices were founded after 2010.

Family office profiles (5)

Coverage here is limited to five Baltimore offices, and the team can help scope a wider search.

Want more family offices in this area?

Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.

Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.

Multi-family office (3)

Brightside Partners

Baltimore, MD | Multi-family office | Founded 2019

Brightside Partners is a multi-family office and investment advisor serving families with an interest in private market investing.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Private Credit, Real Estate, Infrastructure
  • Private Market Investing

The Family Financial Group

Baltimore, MD | Multi-family office | Founded 2003

The Family Financial Group combines an accounting firm with a multi-family office to provide independent financial services. Its stated asset coverage includes liquid and illiquid holdings such as real estate, tangible assets, family partnerships, and family-owned business stock.

AUM range
Under $50M
Check size
Not stated
Asset classes
Real Estate, Direct Investments
  • Financial Services
  • Accounting
  • Real Estate
  • Family Partnerships
  • Business Ownership

Batoff Associates Family Office

Baltimore, MD | Multi-family office | Founded 1990

Batoff Associates Family Office provides planning and personal services to affluent individuals and multigenerational families. Its services include lifestyle planning, legacy planning, philanthropy and legal assistance.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Leisure Activities
  • Alternative Investing
  • Concierge Services

Single family office (2)

Djuric Family Office

Baltimore, MD | Single family office | Founded 2015

Djuric Family Office is a private family investment management company based in the Washington, DC metropolitan area. Its stated areas include angel and equity investments.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Angel Investing
  • Equity

ATAPCO Family Office

Baltimore, MD | Single family office

ATAPCO Family Office is a single-family office based in Baltimore, Maryland.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated

Also nearby

More family offices from nearby areas.

Chevy Chase Trust Company

Bethesda, MD | Multi-family office | Founded 1999

Chevy Chase Trust is an independent investment management firm providing investment management, estate planning, and financial planning services. Its stated investment areas include long-term equity and fixed income, as well as molecular medicine and genomic sequencing technology.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Public Equities, Fixed Income
  • Long-Term Equity
  • Fixed Income
  • Molecular Medicine
  • Genomic Sequencing Technology

WMS Partners, LLC

Towson, MD | Multi-family office | Founded 1993

WMS Partners is a multi-family office that provides wealth planning, investment management and family legacy advice. Its investment approach can include public securities, private investments and outside managers.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Hedge Funds, Public Equities, Funds
  • Wealth Planning
  • Investment Management
  • Family Legacy Advice
  • Private Equity
  • Hedge Funds

Verdence Capital Advisors

Hunt Valley, MD | Multi-family office | Founded 2017

Verdence Capital Advisors is a multi-family office providing private wealth advisory and family office services. Its stated areas include financial planning, business exit and liquidity event planning, institutional consulting, and due diligence.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Not stated
  • Financial Advisory
  • Wealth Management
  • Business Exit Planning
  • Liquidity Event Planning
  • Institutional Consulting
  • Due Diligence

Pathstone

Potomac, MD | Single family office | Founded 2010

Pathstone provides single family office services and advisory support to families. Its activities include family advising and investment strategy.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated

M&J Capital Partners

Rockville, MD | Single family office

M&J Capital Partners is a single-family office for the Leone family and a real estate development company. It invests in commercial real estate and operating companies, including through private credit and equity investments.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Private Equity, Private Credit, Direct Investments
Wealth source
Leone family
  • Real Estate
  • Private Equity
  • Private Credit
  • Operating Companies
  • Special Situations

Oracle Capital Strategies, LLC

Lutherville, MD | Multi-family office | Founded 2008

Oracle Capital Strategies is a multi-family office providing wealth management services to investors, executives, foundations, entrepreneurs, and multigenerational families.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Not stated
  • Wealth Management
  • Tax and Investment Accounting

Pennington Partners & Co., LLC

Bethesda, MD | Multi-family office | Founded 2015

Pennington Partners is a multi-family office that serves families with financial planning, advice, strategy, and family office services. It works with families whose wealth was built through privately held companies or real estate.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Private Equity, Hedge Funds, Real Estate
  • Private Equity
  • Hedge Funds
  • Real Estate

Harbor Investment Advisory, LLC

Lutherville, MD | Multi-family office | Founded 1992

Harbor Investment Advisory is a multi-family office serving individuals, families, and institutions with integrated portfolio management.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Not stated
  • Portfolio Management
  • Investment Advisory

Floreat Park

Bethesda, MD | Single family office | Founded 2016

Floreat Park is the Carson family’s single family office, managing family affairs and private investments. It invests directly and indirectly in several asset classes and supports initiatives in education, financial literacy, workforce development, poverty, and healthcare.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Fixed Income, Direct Investments
Wealth source
Carson family
  • Education
  • Financial Literacy
  • Workforce Development
  • Poverty
  • Healthcare

Corchiarino Family Office

Stevensville, MD | Single family office

The source text describes an individual's public service, legal career, and involvement in a family food service business. It does not provide information about the Corchiarino Family Office's activities.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated

Videos for this list

Video thumbnail: New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real Estate
New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real EstateAn interview about a New York City multi-family office investor mandate, described as exceeding $1 billion. The title points to a focus on private equity and real estate.
Video thumbnail: New York City Private Investor Mandate Interview
New York City Private Investor Mandate InterviewAn interview about a private investor mandate associated with New York City. It outlines the investor's areas of interest and investment criteria.

Coverage here is limited to five Baltimore offices, and the team can help scope a wider search.

Want more family offices in this area?

Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.

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Questions about this list

How many offices are included in the Baltimore page?

The city-specific group has five offices, and the page adds ten nearby profiles for a wider regional view. The five Baltimore offices include two single-family offices and three multi-family offices. Check each profile's location when deciding whether it fits your geographic scope.

What interests are recorded for the Baltimore offices?

The listed focus data includes real estate, family partnerships, angel, equity, leisure activities, alternative investing and concierge services, with each appearing once. The categories are varied and should be read as profile-level indicators. They do not confirm that an office is actively considering a particular investment.

How can I approach these offices well?

First confirm the office's location and review its recorded interests and available profile details. Tailor your note to the specific office, state why your opportunity or mandate may fit, and provide a concise explanation of the capital need or investment strategy. The nearby additions can help broaden a search when Baltimore-only coverage is too narrow.

Are assets under management disclosed?

Three offices in the list disclose assets under management. The page does not fill gaps with estimates. For the other profiles, use the public firm-level information available to understand the office, and avoid reading a missing figure as an indication of size or investment capacity.

What does the full list provide?

The full list adds contact data, decision makers and check size fields. Request it through the form to support further research and more focused outreach across the Baltimore and nearby profiles. The free page withholds contact details, and the full list does not promise introductions, funding or outcomes.

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