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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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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