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State and sector

California Family Offices Investing in Healthcare

This directory covers California family offices with recorded investment interests in healthcare. It is intended as a practical starting point for founders and business owners seeking capital, fund managers researching prospective limited partners, and advisors mapping private investment activity. The list has 41 offices: 32 single-family and 9 multi-family. Los Angeles has the largest city count, followed by San Francisco, with additional entries in Menlo Park, Carlsbad and Palo Alto. Healthcare is one of several recorded interests. Real estate and technology are also frequent, as are private equity and venture capital; some profiles note consumer, artificial intelligence or education interests. These categories help frame research, but they do not establish a specific healthcare mandate or investment stage. Check each office’s public information for fit, and treat the table as a prospecting resource rather than a list of confirmed active investors.

At a glance

  • The list contains 41 offices: 32 single-family and 9 multi-family.
  • Los Angeles has 11 offices, the largest city count shown.
  • Healthcare is a recorded focus for 15 offices.
  • Real estate is recorded for 16 offices and technology for 14.
  • AUM is disclosed for 12 offices.

Family office profiles (41)

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.

Menlo Park (3)

Premji Invest

Menlo Park, CA | Single family office | Founded 2006

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
  • Private Equity
  • Venture Capital
  • Public Markets
  • Technology
  • Financial Services
  • Consumer

Dalgaard Family Office

Menlo Park, CA | Single family office | Founded 2005

Dalgaard Family Office invests across technology, environmental initiatives, cancer and mental health research, real estate, art, and selected technology and crypto funds.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Digital Assets, Funds
Wealth source
Not stated
  • Technology
  • Environmental Initiatives
  • Cancer Research
  • Mental Health
  • Real Estate
  • Art

Kings Mountain Capital Group, LLC

Menlo Park, CA | Single family office | Founded 2011

Kings Mountain Capital Group is a single-family office providing family governance, investment management and real estate management. Its investments include early-stage venture capital.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Hedge Funds
Wealth source
Not stated
  • Early-Stage Venture Capital
  • Real Estate
  • Investment Management
  • Family Governance

San Francisco (5)

Paris-Roubaix Group

San Francisco, CA | Single family office | Founded 2012

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
  • Private Equity
  • Industrial Companies
  • Global Investments
  • Digital Assets

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

I.D.I.T. Family Office

San Francisco, CA | Single family office | Founded 2018

I.D.I.T. Family Office is a single-family office investing patient capital in early-stage companies, with a focus on deep tech and frontier technologies. It emphasizes long-term investment horizons and direct relationships with founders.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Direct Investments
Wealth source
Not stated
  • Deep Tech
  • Frontier Technology
  • Early-Stage Companies
  • FinTech
  • Healthtech
  • Hardware

Verita Strategic Wealth Partners LLC

San Francisco, CA | Multi-family office | Founded 2025

Verita Strategic Wealth Partners is an investment and multi-family office serving founders, creators, and families. It provides wealth strategy, investment guidance, and personalized support across family, community, and legacy matters.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Wealth Strategy
  • Investment Advisory
  • Family Wealth
  • Legacy Planning

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

Pasadena (2)

Cherng Family Trust

Pasadena, CA | Single family office | Founded 2001

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
  • Private Equity
  • Venture Capital
  • Real Estate
  • Consumer
  • Technology
  • Healthcare

Vida Private Wealth LLC

Pasadena, CA | Multi-family office | Founded 2018

Vida Private Wealth is an independent multi-family office offering asset management and financial life planning to individuals and families. Its services include financial advice and planning based on clients' stated values.

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

Newport Beach (1)

Tarsadia Investments

Newport Beach, CA | Single family office

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
  • Healthcare
  • Real Estate
  • Life Sciences
  • Technology
  • Hospitality
  • Light Manufacturing

Los Angeles (11)

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

Salem Partners Wealth Management LLC

Los Angeles, CA | Multi-family office | Founded 1997

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
  • Media and Entertainment
  • Healthcare
  • Life Sciences
  • Technology
  • Real Estate
  • Aerospace and Defense

NALA Investments, LLC

Los Angeles, CA | Single family office | Founded 1999

NALA Investments is a single-family office with investment interests in communications, transportation, consumer products, real estate, technology and media.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Real Estate
Wealth source
Not stated
  • Communications
  • Transportation
  • Consumer Products
  • Real Estate
  • Technology
  • Media

Chapman Office

Los Angeles, CA | Single family office

Chapman Office is a single-family office that invests across asset classes. Its stated areas include technology, logistics, beauty, fashion, health, and medical cannabis.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated
  • Technology
  • Logistics
  • Beauty
  • Fashion
  • Health
  • Medical Cannabis

Aquatecture Holdings

Los Angeles, CA | Single family office

Aquatecture Holdings is a single-family office investing private capital in water and wastewater technology businesses and asset finance opportunities. It focuses on growth-stage companies and projects related to distributed water supply and treatment.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Private Credit
Wealth source
Not stated
  • Water Technology
  • Wastewater
  • Distributed Utilities
  • Asset Finance

Blue Zone Wealth Advisors

Los Angeles, CA | Multi-family office | Founded 2019

Blue Zone Wealth Advisors provides integrated family office services and financial strategies. Its stated areas include healthcare, health technology, wellness, and wellbeing.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Healthcare
  • Health Technology
  • Wellness
  • Wellbeing

Roots Equity Group LLC

Los Angeles, CA | Single family office | Founded 2017

Roots Equity Group is a family office focused on acquiring controlling interests in US-based companies. Its stated areas include manufacturing, industrials, business services and medical devices.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Industrial Components
  • Aerospace Manufacturing
  • Niche Manufacturing
  • Repair and Maintenance
  • Information Services
  • Medical Devices

ÉO Management

Los Angeles, CA | Single family office | Founded 2003

ÉO Management manages the assets of the Coury family and an affiliated foundation. Its activities include investments, philanthropy, and management services for eligible family clients.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Coury family
  • Investments
  • Philanthropy

Outcomes Fund

Los Angeles, CA | Single family office

Outcomes Fund is a single-family office investing in digital health and enterprise software companies from late seed through Series A. It takes minority positions and may continue investing over the long term.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital
Wealth source
Not stated
  • Venture Capital
  • Digital Health
  • Enterprise Software
  • Social Impact

Rural Route 3 Holdings

Los Angeles, CA | Single family office | Founded 2022

Rural Route 3 Holdings is a US-based single-principal family office focused on real estate, private equity, and alternative assets.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity
Wealth source
Not stated
  • Technology
  • MedTech
  • Angel Investing
  • Real Estate
  • Private Equity
  • Alternative Assets

Carlsbad (3)

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

Prime Family Office

Carlsbad, CA | Multi-family office | Founded 2026

Prime Family Office is a multi-family office working with company founders before and after major liquidity events. Its services include planning for transactions, investment portfolios, trusts, asset protection, insurance, and risk management.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Funds, Hedge Funds
  • Private Equity
  • Private Funds
  • Alternative Investments
  • Hedge Funds

West Nonpublic Holdings

Carlsbad, CA | Single family office | Founded 2015

West Nonpublic Holdings makes direct investments in private companies on behalf of the West family. It seeks equity stakes in businesses across several sectors, with a long-term investment horizon.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate, Infrastructure, Direct Investments
Wealth source
West family
  • Private Equity
  • Real Estate
  • Manufactured Housing
  • Gaming
  • Business Services
  • Technology

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

Kellman Family Office

Palo Alto, CA | Single family office

Kellman Family Office is a single-family office focused on public equity portfolios, venture capital, and investments in electronics and healthcare. Its wealth management activities followed investment work for executives in Silicon Valley.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Venture Capital
Wealth source
Kellman family
  • Public Equities
  • Venture Capital
  • Electronics
  • Healthcare

Santa Monica (1)

Homsher Family Office

Santa Monica, CA | Single family office | Founded 2015

Homsher Family Office is a single-family office investing across private debt, real estate and middle-market companies, with a focus on income-generating assets and capital preservation. It also supports philanthropic initiatives.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Credit, Private Equity, Real Estate, Fixed Income, Direct Investments
Wealth source
Homsher family
  • Private Debt
  • Consumer Credit
  • Private Equity
  • Middle-Market Companies
  • Real Estate
  • Financial Technology

Brea (1)

T&J Brothers Group, LLC

Brea, CA | Multi-family office | Founded 2019

T&J Brothers Group is a multi-family office that considers private and public investments across several sectors. Its investment approach includes environmental, social, and governance criteria.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Public Equities, Real Estate, Direct Investments
  • Real Estate
  • Financial Services
  • Construction
  • Technology
  • Healthcare
  • ESG Investing

Beverly Hills (1)

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
  • Life Sciences
  • Healthcare

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

Sacramento (2)

BarronKent Family Office

Sacramento, CA | Single family office

BarronKent is a private family office that invests in entrepreneurs and manages a portfolio across technology, real estate, professional staffing, and private equity. Its investments include businesses developed internally and through acquisitions.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity, Direct Investments, Funds
Wealth source
Not stated
  • Technology
  • Real Estate
  • Professional Staffing
  • Private Equity

Mission Oak Capital, LLC

Sacramento, CA | Single family office | Founded 2017

Mission Oak Capital is a family office that makes seed and equity investments in sustainable food, healthcare and real estate ventures. It also provides financial and operational support to portfolio teams.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate
Wealth source
Not stated
  • Sustainable Food
  • Healthcare
  • Real Estate

San Diego (2)

Crest Capital Advisors

San Diego, CA | Multi-family office | Founded 2012

Crest Capital Advisors provides wealth management services to families who have founded, financed, or managed businesses. Its clients include families with concentrated equity ownership and ties to venture capital, technology, and healthcare.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Venture Capital
  • Technology
  • Healthcare

R3 Investments LLC

San Diego, CA | Single family office | Founded 2015

R3 Investments is a single-family office focused on investments in telecommunications, technology, health, and wellness.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Telecom
  • Technology
  • Health
  • Wellness

El Segundo (1)

Faggen Family Office

El Segundo, CA | Single family office | Founded 2020

Faggen Family Office is a single family office. Its stated investment areas include private equity, real estate, healthcare, and restaurants.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate
Wealth source
Not stated
  • Private Equity
  • Real Estate
  • Healthcare
  • Restaurants

West Hollywood (1)

Thiel Capital LLC

West Hollywood, CA | Single family office | Founded 2018

Thiel Capital provides strategic and operational support for a family office's investment initiatives and entrepreneurial activities. Its stated interests include technology, biotechnology, healthcare, aerospace and defense, public equities, and digital assets.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital, Public Equities, Digital Assets, Private Equity
Wealth source
Not stated
  • Venture Capital
  • Technology
  • Artificial Intelligence
  • Defense and National Security Technology
  • Biotechnology
  • Healthcare

Sunnyvale (1)

Rana Family Trust

Sunnyvale, CA | Single family office | Founded 2024

Rana Family Trust is a single family office for the Rana family that manages and distributes a portfolio of strategic land holdings and early- and mid-stage investments.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Direct Investments
Wealth source
Rana family
  • Artificial Intelligence
  • Consumer
  • Digital Health
  • Infrastructure Startups
  • Strategic Land

Sausalito (1)

Zhang Family Office

Sausalito, CA | Single family office | Founded 2024

Zhang Family Office is a single-family office. Its stated areas span software, financial technology, gaming, media, education, food and beverage, retail, health and wellness, and artificial intelligence.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Zhang family
  • Software
  • Financial Technology
  • Gaming
  • Media
  • Education
  • Food And Beverage

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Life Sciences, Medical Devices, & Healthcare Investor Mandate InterviewAn interview about an investor mandate focused on life sciences, medical devices, and healthcare.
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Questions about this list

How were offices selected for this healthcare list?

Entries have a California location and a recorded healthcare investment interest in the researched database. A listed interest is a useful discovery signal, but it does not confirm an active mandate, a particular healthcare subsector preference or willingness to review a specific proposal.

Does the list cover only healthcare investors?

No. Family offices may report several investment interests. Real estate and technology are common alongside healthcare on this page, with private equity and venture capital also appearing often. Review each profile to see the range of recorded interests before assessing potential fit.

How should a healthcare company approach these offices?

Explain the care or life sciences problem, the product or service, evidence of progress, capital need and intended use of funds. Be clear about regulatory or reimbursement considerations where relevant. Personalize the note to a documented interest and verify stage and geography fit before sharing sensitive information.

What can I infer from disclosed AUM?

AUM is disclosed for 12 of the 41 offices. The remaining entries do not have disclosed AUM on this page. AUM alone does not show available capital, the size of a potential commitment or whether an office invests directly in healthcare companies.

What does the full list add?

The full list provides contact data, decision makers and check size fields alongside the public firm-level information. It is designed to support more focused research and outreach. Requesting it does not guarantee introductions, investment or any other outcome.

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