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.
Womack Wealth Management, Inc.
Beverly Hills, CA | Multi-family office | Founded 2008
Womack Wealth Management provides family office services to individuals and families, including financial management and advice. Its services address clients' family, lifestyle, and career needs.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Not stated
Legacy Road Family Offices
Beverly Hills, CA | Multi-family office | Founded 2006
Legacy Road is a multi-family office providing investment management and advisory services to individuals and families. Its stated sector areas include life sciences and healthcare.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Not stated
Galliott Capital Advisors
Beverly Hills, CA | Multi-family office | Founded 2020
Galliott Capital Advisors provides financial advisory and stewardship services to multigenerational families with international and multi-jurisdictional needs. Its stated areas include technology, real estate, private equity, and securitized credit.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Digital Assets, Real Estate, Private Equity, Private Credit
Private Beverly Hills
Beverly Hills, CA | Multi-family office | Founded 2010
Private Beverly Hills is a multi-family office providing real estate-related services. Its stated area is real estate.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
N3 Capital
Beverly Hills, CA | Multi-family office | Founded 2020
N3 Capital is a multi-strategy family office focused on long-term, responsible investing. It invests directly and indirectly across venture capital, private equity, and real estate.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Venture Capital, Private Equity, Real Estate, Direct Investments, Funds
Global Wealth Solutions Group
Beverly Hills, CA | Multi-family office | Founded 2011
Global Wealth Solutions Group provides family office services, financial planning, and investment support to families. Its services include tax planning, cash flow planning, legacy planning, philanthropy, investment due diligence, risk assessment, and reporting.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
AMG Family Trust
Beverly Hills, CA | Multi-family office | Founded 2000
AMG Family Trust is a multi-family office group overseeing investments in real estate and development, private and direct public investments, private equity and lending.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Public Equities, Private Credit, Direct Investments
JMS Family Office
Beverly Hills, CA | Single family office
JMS Family Office is a single-family office that invests in commercial real estate and private equity funds, and provides capital for real estate transactions.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Funds, Private Credit
- Wealth source
- Stein family
InwestCo.
Beverly Hills, CA | Single family office | Founded 2020
InwestCo is a single-family office with roots in finance, real estate, agriculture and manufacturing in the Middle East and Europe. Its activities include a private investor club and services that connect entrepreneurs with investors.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Venture Capital
- Wealth source
- Not stated
Inflection Capital | Family Office
Beverly Hills, CA | Single family office | Founded 2014
Inflection Capital is a single-family office investing across private businesses, real estate, and publicly traded securities. Its stated areas include businesses at different stages and across industries such as software, consumer products, financial technology, and biotechnology.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Public Equities, Fixed Income, Direct Investments
- Wealth source
- Proceeds from a hedge fund
Brener International Group, LLC
Beverly Hills, CA | Single family office
Brener International Group is a single-family office investing in small and middle-market companies, with an emphasis on businesses serving the U.S. Hispanic market.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Public Equities
- Wealth source
- Not stated
Levine Leichtman Family Office
Beverly Hills, CA | Single family office | Founded 1985
Levine Leichtman Family Office is a multigenerational single-family office focused on long-term capital preservation through a diversified portfolio. It invests directly and through third-party managers across a range of asset classes.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Public Equities, Real Estate, Private Credit, Venture Capital
- Wealth source
- Levine and Leichtman families; private equity
Nazarian Enterprises
Beverly Hills, CA | Single family office
Nazarian Enterprises manages and diversifies capital for the Nazarian family. The family office invests in private equity and real estate.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate
- Wealth source
- Nazarian family; investment in a transportation tracking systems company
LH Capital
Beverly Hills, CA | Single family office | Founded 2019
LH Capital is the family office of the Lowe and Hermes families. It invests in funds and directly in media, fashion and consumer technology.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Funds, Direct Investments
- Wealth source
- Not stated
Allen Family Capital, LLC
Beverly Hills, CA | Single family office
Allen Family Capital is the private investment firm and family office of a media entrepreneur. Its areas include media and entertainment.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Not stated
INDORUS Holdings LP.
Beverly Hills, CA | Single family office | Founded 2009
INDORUS Holdings is a single-family office formed following the sale of an investment firm that served families and institutional investors.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Sury family; proceeds from the sale of an investment firm