Iconiq Capital, LLC
Iconiq Capital is a global multi family office operating as an independent registered investment adviser.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate
State list
California Family Office List
This list brings together 50 family offices based in California, including 20 single-family offices and 30 multi-family offices. San Francisco accounts for 13 listed offices and Los Angeles for 10, with additional entries in Palo Alto, La Jolla and San Diego. The reported investment interests include real estate, private equity and venture capital, alongside alternative investments, hedge funds, technology and healthcare. These focus areas offer a starting point for assessing fit, but a listed interest does not establish that an office is actively seeking investments or matches a particular mandate. Use the profiles to narrow your research by location, office type, investment focus and disclosed assets under management. The list is intended for founders, fund managers, investors and advisors who want a clearer view of the California family office population before deciding which firms merit further diligence and a tailored approach.
At a glance
- The list includes 20 single-family offices and 30 multi-family offices.
- San Francisco has 13 listed offices, and Los Angeles has 10.
- Real estate appears as a focus for 24 offices, while private equity appears for 21.
- All 50 listed offices are in the United States.
- Assets under management are disclosed for all 50 listed offices.
Family office profiles (50)
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 (13)
IEQ Capital Family Office
IEQ Capital is an independent wealth management firm with a multi-family office offering. It helps families coordinate investment strategies and related services tailored to their needs.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Private Equity, Public Equities, Fixed Income, Real Estate
Farther Family Office
Farther Family Office provides advisory services and technology-supported financial management for families. Its services are designed to address integrated financial and personal planning needs.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Not stated
Baker Street Advisors Group, LLC Family Wealth Management
Baker Street Advisors Group provides wealth management services to families and individuals. Its stated investment areas include hedge funds, private equity and alternative investments.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Hedge Funds, Private Equity
Jordan Park Group, LLC
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
Seven Post Investment Office, LP
Seven Post is an independent, privately owned partnership that manages global multi-asset-class portfolios for clients. Its approach includes core investments, third-party sub-advisers, risk management and planning for client objectives.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Not stated
Paris-Roubaix Group
Paris-Roubaix Group is a single-family office with investments and operating companies across multiple continents. It makes direct investments and allocates to private equity opportunities and industrial operating companies.
- AUM range
- $5B-$20B
- Check size
- $25M
- Asset classes
- Private Equity, Venture Capital, Direct Investments, Digital Assets, Funds
- Wealth source
- Not stated
Tao Capital Partners
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
Thomvest Ventures
Thomvest is a single-family office with a venture investment arm focused on technology and company-building. Its investments include technology businesses, private equity funds and co-investments, and public and private credit.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Venture Capital, Private Equity, Private Credit, Public Equities, Infrastructure, Real Estate, Funds
- Wealth source
- Thomson family
Chan Family Office
Chan Family Office manages investments for a family associated with Franklin Templeton and the San Francisco Giants, including private markets and public equities.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Venture Capital, Private Equity, Hedge Funds, Real Estate, Public Equities
- Wealth source
- Chan family; financial services
UMANA
UMANA is a multi-family office serving technology entrepreneurs and other clients. Its model uses equity and carried interest, and its stated client net worth range is $1 million to $100 million.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Venture Capital, Private Equity, Direct Investments
LL3 Ventures
LL3 Ventures is a single-family office investment vehicle backed by three generations of the Leichtman Levine family. It invests in early-stage startups and selected fund managers, with a focus on seed-stage companies that have launched a product and are generating early revenue.
- AUM range
- Under $50M
- Check size
- $25,000 to $500,000+
- Asset classes
- Venture Capital, Private Equity, Funds
- Wealth source
- Leichtman Levine family
Sivia Capital
Sivia Capital is a multi-family office providing asset management and wealth advisory services to entrepreneurs, business owners, and high-net-worth families.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
Palo Alto (3)
Bayshore Global Management LLC
Bayshore Global Management is a single-family office established in 2006. Its stated areas of interest are technology and startups.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Venture Capital
- Wealth source
- Brin family; technology
C.M. Capital Management
C.M. Capital Management advises on global investments across asset classes. The firm traces its roots to managing the Cha family’s real estate investments in the United States.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Real Estate, Venture Capital, Private Equity, Hedge Funds
Caldicot Capital LLC
Caldicot Capital is a family office investing in middle market businesses. It partners with business owners and management teams, using flexible transaction structures and patient capital.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
- Wealth source
- Not stated
Menlo Park (1)
Premji Invest
Premji Invest is the investment arm of the Premji family, investing in private equity, venture capital, and public markets. Its stated sector interests include technology, financial services, and consumer businesses.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Public Equities
- Wealth source
- Premji family; proceeds from Wipro
Los Angeles (10)
Lido Advisors, LLC
Lido Advisors is a multifamily office providing financial planning that considers investment, tax, and estate matters. Its stated areas include alternative investments.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Not stated
Mavros
Mavros is a multi-family office and investment bank serving families, entrepreneurs, investors and businesses. It provides wealth advisory, strategic advice and investment services across public and private markets.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Funds
Zhang Capital
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
AG Asset Advisory Family Office
AG Asset Advisory provides wealth planning and financial coordination to entrepreneurs and families. Its services include family office development and oversight of financial, family, and lifestyle matters.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Not stated
Alt+J Holdings
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
Legacy Road LLC
Legacy Road is a multi-family office providing investment management and family office services to individuals and families. Its services include investment advice across major asset classes, support for family owned businesses, cash flow analysis, and coordination with clients’ advisors.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Fixed Income, Public Equities, Real Estate, Hedge Funds, Private Equity, Venture Capital
Kwanza Jones & José E. Feliciano Initiative
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
Salem Partners Wealth Management LLC
Salem Partners provides customized investment solutions in a multi-family office environment. Its stated areas include media and entertainment, healthcare, life sciences, technology, real estate, and aerospace and defense transactions.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Venture Capital
Shinnecock Partners L.P.
Shinnecock Partners is a family office investment firm focused on alternative investments and fund of funds portfolios. Its approach includes investment analysis and due diligence.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Funds, Hedge Funds
- Wealth source
- Not stated
The Coury Firm
The Coury Firm is a multi-family office and business advisory firm serving individuals, families, and their businesses. It advises on investment portfolios across public and private markets and provides planning and investment office services.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity
Irvine (1)
Excellent Capital LLC
Excellent Capital is a single-family office with holdings in commodities trading, real estate and asset management. Its investment strategies include private and public equities and real estate, with a long-term investment horizon.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Commodities, Real Estate, Private Equity, Public Equities
- Wealth source
- Not stated
South Pasadena (1)
Whittier Trust Company
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
Pasadena (1)
Cherng Family Trust
Cherng Family Trust is the investment office of the Cherng family, founders of Panda Express and Panda Restaurant Group. It invests directly and through funds across industries and manages a real estate portfolio.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Funds, Direct Investments
- Wealth source
- Cherng family; restaurant business
La Jolla (2)
Jermyn Street Capital Partners, Inc.
Jermyn Street Capital Partners is a multi-family office that makes private equity investments using senior convertible preferred stock structures. Its investment sectors include consumer products, software, technology, manufacturing, water, craft beer, and quick service restaurants.
- AUM range
- $1B-$5B
- Check size
- $1,000,000 to $10,000,000
- Asset classes
- Private Equity
CoastEdge Partners, LLC
CoastEdge Partners is an independent investment office offering multi-family office services. It provides global investment advice and management, including asset allocation, manager selection, due diligence, and portfolio monitoring.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Hedge Funds
Roseville (1)
DCA Family Office
DCA Family Office works with families on asset management, family matters, and legacy planning. It focuses on private market opportunities, including real estate, agriculture, real assets, and private operating companies.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Direct Investments
Newport Beach (1)
Tarsadia Investments
Tarsadia Investments is a single-family office focused on public and private investment opportunities in healthcare and other growth markets.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity
- Wealth source
- Tarsadia family
San Mateo (1)
2M Investment Partners, LLC
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
Rancho Santa Fe (1)
Sunrise Capital Partners LLC
Sunrise Capital Partners is a multi-family office that manages quantitative investment strategies and invests across traditional and alternative opportunities.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Real Estate
Pomona (1)
cadence.capital
cadence.capital is a single family office focused on operating companies, commercial real estate, and selected venture capital investments. It invests its own capital and takes a long-term approach to its portfolio companies.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Real Estate, Venture Capital, Direct Investments
- Wealth source
- Not stated
Campbell (1)
Kapital Partners
Kapital Partners is a family office for the Nanda family that invests directly and alongside partners. Its stated investment areas include real estate, hospitality, technology startups, and real estate technology.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Venture Capital, Direct Investments
- Wealth source
- Nanda family
Hermosa Beach (1)
Nolan Capital, Inc.
Nolan Capital manages private equity, real estate, and other investments for the Nolan family. Its private equity strategy includes control investments in middle-market companies and support for management teams.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Direct Investments
- Wealth source
- Nolan family
San Diego (2)
Friedman Brannen LLP
Friedman Brannen provides family office services to individuals and extended families. Its services include organizing financial information and preparing asset balances and long-range tax projections.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Not stated
Andina Capital Management, LLC
Andina Capital Management is a multi-family office providing planning, concierge and asset management services to families and individuals. Its stated investment areas include residential and multifamily real estate.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Real Estate
Napa (1)
5T Wealth, LLC
5T Wealth is a multi-family office founded to advise individuals and families on financial planning and the use of their personal and financial resources.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Hedge Funds, Funds
Carlsbad (1)
Highcrest Management Group
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
Anaheim Hills (1)
Genrich Family Office
Genrich Family Office is a multi-family office that provides infrastructure for families to manage their wealth.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Hedge Funds
Calabasas (1)
Smith Family Circle
Smith Family Circle manages the Smith family's wealth and business ventures. Its stated areas include venture capital, sports, entertainment, and angel investing.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Venture Capital, Direct Investments
- Wealth source
- Smith family
Marina Del Rey (1)
Ivernia Capital, LLC
Ivernia Capital is a multi-family office that coordinates financial resources with clients’ tax and legal advisors. It provides services related to clients’ overall financial structures.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Not stated
Beverly Hills (1)
Womack Wealth Management, Inc.
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
Santa Barbara (1)
Athens Capital Management, LLC
Athens Capital Management is a multi-family office focused on capital preservation and investing for generational wealth. It invests across public and private markets, seeking diversified exposure to different asset categories.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Hedge Funds, Real Estate, Private Equity, Venture Capital, Funds
Porter Ranch (1)
Forward PWS, Inc.
Forward PWS provides multi family office and tax services for high net worth individuals, families, and their advisors.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Not stated
Malibu (1)
Living Well Family Office
Living Well Family Office is a multi-family office serving clients with a focus on long-term family needs.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
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Questions about this list
What types of family offices are included?
The page includes 20 single-family offices and 30 multi-family offices associated with California. The profiles provide public firm-level information to help you distinguish office types and identify which firms warrant additional research.
Which California locations have the most entries?
San Francisco has 13 listed offices and Los Angeles has 10. Palo Alto has 3, while La Jolla and San Diego each have 2. These counts describe the locations in this list and are not a measure of investment activity.
Which investment interests appear in the list?
Real estate is listed as a focus for 24 offices, private equity for 21 and venture capital for 14. Other reported interests include alternative investments, hedge funds, technology and healthcare. A stated focus is a research signal, not confirmation of current investment appetite.
How should I approach a family office on this list?
First check the public profile for office type, location and investment interests, then assess whether those details fit your fund or company. Make your initial message specific, concise and relevant to the office’s stated focus. Do not assume that a listed firm is accepting proposals or that its disclosed information replaces direct diligence.
What does the full list add?
The full list is available by request through the form and adds contact data, decision makers and check size fields. These details can help you plan targeted research and outreach. A request provides list information only and does not promise introductions, funding or a particular outcome.
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