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FamilyOfficeList

State and sector

California Family Offices Investing in Energy

This list brings together California family offices whose recorded investment interests include energy. It can help founders, business owners and fund managers identify potential investors to research, while giving advisors and investors a view of how energy sits alongside other reported interests. The database includes 26 offices, with 20 single-family offices and 6 multi-family offices. San Francisco and Los Angeles have the largest city counts in the list. Energy appears among several focus areas, alongside real estate, private equity, education and venture capital. These overlapping interests matter: a recorded energy focus does not by itself indicate a mandate, preferred instrument or readiness to invest in a particular opportunity. Use the table as a starting point, then check each office’s public materials and investment criteria before reaching out. Public firm-level fields support initial research; additional contact and decision-maker details are available through the full list.

At a glance

  • The list contains 26 offices: 20 single-family and 6 multi-family.
  • San Francisco has 7 listed offices and Los Angeles has 5.
  • Energy is a recorded focus for 6 offices.
  • Real estate is recorded for 12 offices, while private equity and education are each recorded for 8.
  • AUM is disclosed for 9 offices.

Family office profiles (26)

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.

San Francisco (7)

Jordan Park Group, LLC

San Francisco, CA | Multi-family office | Founded 2017

Jordan Park Group is a multi-family office serving families, foundations, and related institutions. Its stated investment areas include private equity, mergers and acquisitions, oil and gas, real estate, venture capital, and hedge funds.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Real Estate, Venture Capital, Hedge Funds
  • Private Equity
  • Mergers and Acquisitions
  • Oil and Gas
  • Real Estate
  • Venture Capital
  • Hedge Funds

Tao Capital Partners

San Francisco, CA | Single family office | Founded 2002

Tao Capital Partners manages the Pritzker family’s capital with a long-term approach and does not raise funds from outside investors. It invests across early-stage venture, growth equity and later-stage opportunities, including sustainable technologies, mobility, energy, healthcare, education, food systems, consumer technology and real estate.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Real Estate, Direct Investments
Wealth source
Pritzker family; wealth originating in significant part from Hyatt Hotels
  • Mobility
  • Energy Transition
  • Healthcare
  • Education
  • Sustainable Food Systems
  • Consumer Technology

Lupine Crest Capital

San Francisco, CA | Single family office | Founded 2025

Lupine Crest Capital is a family office with experience in the private equity industry.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate
Wealth source
Conte family; private equity
  • Waste Energy
  • Private Equity
  • Venture Capital
  • Real Estate

Asia Capital Advisor, Ltd Family Office

San Francisco, CA | Single family office | Founded 2006

Asia Capital Advisor, Ltd Family Office is a single-family office involved in venture capital, private equity, mergers and acquisitions, and long-short hedge fund transactions. Its activities have included investments and advisory work across several sectors and regions.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Hedge Funds
Wealth source
Not stated
  • Technology
  • Angel Investing
  • Venture Capital
  • Private Equity
  • Mergers & Acquisitions
  • Hedge Funds

Willcrest Partners

San Francisco, CA | Multi-family office | Founded 2011

Willcrest Partners provides equity investments and operational support to business-to-business service and product companies. Its stated areas include telecommunications, aerospace, renewable energy, electric vehicles, energy storage, and power generation.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity
  • Business-to-Business Services
  • Product Companies
  • Telecommunications
  • Aerospace
  • Renewable Energy
  • Energy Storage

TIME Ventures

San Francisco, CA | Single family office | Founded 2019

TIME Ventures is a private family office and investment firm. Its stated investment interests include enterprise software, business technology, climate, clean energy, digital health and space technology.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital, Direct Investments
Wealth source
Benioff family
  • Enterprise Software
  • B2B Technology
  • Climate
  • Clean Energy
  • Digital Health
  • Space Technology

Watchtower Management Group, LLC

San Francisco, CA | Single family office

Watchtower Management Group is a single-family office for the Heising-Simons family. It invests for the benefit of charitable and other organizations associated with the family.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Private Credit, Funds
Wealth source
Heising-Simons family
  • Climate And Clean Energy
  • Education
  • Human Rights
  • Equity Long/Short
  • Credit And Fixed Income
  • Multi-Strategy Funds

South Pasadena (1)

Whittier Trust Company

South Pasadena, CA | Multi-family office | Founded 1935

Whittier Trust Company is an independent multi-family office and wealth management firm serving families, individuals, and foundations across the United States. Its services address a range of wealth management needs.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Real Estate, Direct Investments
  • Equities
  • Fixed Income
  • Alternatives
  • Direct Investments
  • ESG
  • Impact Investing

Los Angeles (5)

Zhang Capital

Los Angeles, CA | Single family office | Founded 1995

Zhang Capital is a single-family office with investments across global markets. Its stated areas of interest include technology, real estate, healthcare, energy, and electric vehicles.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Real Estate, Direct Investments
Wealth source
Zhang family
  • Technology
  • Real Estate
  • Healthcare
  • Energy
  • Electric Vehicles

Alt+J Holdings

Los Angeles, CA | Multi-family office | Founded 2026

Alt+J Holdings is a private investment firm and multi-family office focused on lower middle-market businesses. It invests in companies across services, consumer, and traditional industry sectors through control recapitalizations, founder transitions, carve-outs, special situations, and technology-enabled transformations.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Direct Investments
  • Services
  • Consumer
  • Traditional Industries
  • Control Recapitalizations
  • Founder Transitions
  • Special Situations

Kwanza Jones & José E. Feliciano Initiative

Los Angeles, CA | Single family office | Founded 2014

The Kwanza Jones and José E. Feliciano Initiative is a single-family office managing capital across sports, media, private markets, and mission-aligned platforms. It also conducts philanthropic grantmaking and invests in education, entrepreneurship, equity, and empowerment.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Funds
Wealth source
Not stated
  • Sports
  • Media
  • Private Markets
  • Education
  • Entrepreneurship
  • Impact Investing

LIG Capital US

Los Angeles, CA | Single family office

LIG Capital US is a single family office investing in liquid strategies, deep technology venture capital, and mid-market buyouts. Its areas of interest include climate technology, semiconductors, biotechnology, defence, and other emerging technologies.

AUM range
Not stated
Check size
Not stated
Asset classes
Hedge Funds, Private Credit, Venture Capital, Private Equity, Digital Assets, Funds
Wealth source
Not stated
  • Deep Technology
  • Climate Technology
  • Semiconductors
  • Biotechnology
  • Defence
  • Novel Technologies

Nagel Family Office

Los Angeles, CA | Single family office | Founded 2021

Nagel Family Office manages a family’s diversified holdings through direct investments, an internally managed portfolio, and external public and private managers. Its services include performance reporting, internal controls, and due diligence.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Private Equity, Direct Investments
Wealth source
Not stated
  • Public Equities
  • Private Equities

San Mateo (1)

2M Investment Partners, LLC

San Mateo, CA | Single family office | Founded 2017

2M Investment Partners is an investment partnership backed by a family office. It seeks to own and operate a concentrated portfolio of regional businesses, providing capital and operational support.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity
Wealth source
Not stated
  • Regional Businesses
  • Business Operations

Carlsbad (1)

Highcrest Management Group

Carlsbad, CA | Single family office | Founded 2011

Highcrest Management Group is a direct private investment firm that partners with business owners and management teams in lower-middle-market companies. It provides capital and operational support to help companies grow.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Technology-Enabling Services
  • Business Process Outsourcing
  • Financial Services
  • Software
  • Healthcare Services
  • Energy And Industrial Services

Venice (1)

Steyn Group

Venice, CA | Single family office | Founded 2013

Steyn Group is a single-family office platform focused on private market investments. It provides capital and infrastructure to investment managers and operating businesses, with platforms in the United Kingdom, United States, and South Africa.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate
Wealth source
Not stated
  • Real Estate
  • Private Equity
  • Venture Capital
  • Investment Managers
  • Operating Businesses

Palo Alto (3)

Emerson Collective, LLC

Palo Alto, CA | Single family office | Founded 2011

Emerson Collective is a single-family office and impact investment company that invests and gives through venture capital, philanthropy, advocacy, and media. Its work focuses on education and economic mobility, immigration, energy, and the environment.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital
Wealth source
Powell Jobs family
  • Education
  • Economic Mobility
  • Immigration
  • Energy
  • Environment
  • Media

ONE WORLD Investments

Palo Alto, CA | Single family office | Founded 2015

ONE WORLD Investments is a single-family office that invests family and foundation capital across asset classes and makes direct investments in early-stage companies. Its areas of interest include healthcare, climate, education, and financial access.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Healthcare
  • Climate
  • Education
  • Financial Access

Koop LLC

Palo Alto, CA | Single family office | Founded 2012

Koop is a single family office managing family wealth, investments, lifestyle, and related affairs.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate
Wealth source
Not stated
  • Technology
  • Mobility and Transportation
  • Space Technology
  • Energy Transition
  • Renewables
  • Real Assets

Foothill Ranch (1)

True Family Enterprises

Foothill Ranch, CA | Single family office | Founded 2012

True Family Enterprises is a privately held family office involved in energy infrastructure projects that provide on-site power for data centers, manufacturing and distribution. Its stated interests also include media, fashion, real estate, food and beverage, health and beauty, private equity and venture capital.

AUM range
Not stated
Check size
Not stated
Asset classes
Infrastructure, Real Estate, Private Equity, Venture Capital
Wealth source
Not stated
  • Energy Infrastructure
  • Data Centers
  • Manufacturing
  • Real Estate
  • Food and Beverage
  • Venture Capital

Washington (1)

LI Family Office

Washington, CA | Single family office | Founded 2008

LI Family Office is a single family office investing globally across industries and stages. It focuses on sustainable investments, particularly in sectors and projects with potential use in emerging markets.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Commodities
Wealth source
Not stated
  • Healthcare
  • Education
  • Food
  • Technology
  • Consumer Products And Services
  • Financial Services

Marina del Rey (1)

Arrowroot Family Office, LLC

Marina del Rey, CA | Multi-family office

Arrowroot Family Office provides holistic wealth management services to families across a range of net worth levels. Its approach uses technology and partnerships to support client service and transparency.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Technology
  • Holistic Wealth Management
  • Partnerships

Beverly Hills (1)

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
  • Communications
  • Media And Entertainment
  • Sports
  • Transportation
  • Food And Beverage
  • High Technology

Tiburon (1)

Private Client Services, Inc - Family Office

Tiburon, CA | Multi-family office | Founded 2005

Private Client Services provides family office and wealth management services, including investment and real estate portfolio support, estate planning, insurance, succession planning, and retirement and compensation programs.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity, Hedge Funds
  • Real Estate
  • Oil and Gas
  • Private Equity
  • Hedge Funds
  • Estate Planning
  • Family Business Succession

Yorkville (1)

Meyer Family Enterprises

Yorkville, CA | Single family office | Founded 2004

Meyer Family Enterprises funds regenerative businesses and projects addressing social and environmental issues. Its stated areas include agriculture, renewable energy, and sustainable real estate development.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
Wealth source
Meyer family
  • Agriculture
  • Renewable Energy
  • Social Impact
  • Sustainable Real Estate
  • Regenerative Food

Claremont (1)

MLO Family Office

Claremont, CA | Single family office

MLO Family Office is a single family office with experience in consulting and utility demand-side management programs. Its stated areas include real estate and energy.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
Wealth source
Not stated
  • Real Estate
  • Energy

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Questions about this list

What does it mean for an office to appear on this energy list?

An office is included because its recorded investment interests include energy and its location is in California. That signal is useful for building a research list, but it does not confirm that the office is actively investing, has an open mandate, or considers every energy subsector or deal structure.

Are these offices focused only on energy?

No. The recorded interests span several areas. Real estate, private equity, education and venture capital are also common in this list. Review each office’s profile and public materials to understand how energy fits with its broader investment activity.

How should a founder or fund manager approach these offices?

Start with a concise note explaining the business, the energy segment, the financing need and why the office may be relevant. Refer to a specific public investment interest where possible. Confirm that the office considers your stage, geography and instrument before sending detailed materials.

How complete is the AUM information?

AUM is disclosed for 9 of the listed offices. For the others, the free page does not provide a disclosed AUM figure. Treat absent figures as unavailable rather than as evidence of fund size, capacity or check size.

What does the full list add?

The full list adds contact data, decision makers and check size fields to help with prospect research. These details can support more targeted outreach, but inclusion does not promise an introduction, funding or any particular outcome.

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