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 and sector
California Family Offices Investing in Impact Investing
This list identifies California family offices with a recorded interest in impact investing. It gives founders, fund managers, investors and advisors a way to explore a focused group while seeing the other areas these offices report. There are 23 entries, split between 12 single-family offices and 11 multi-family offices. San Francisco and Los Angeles have the largest city counts, followed by Palo Alto, Mountain View and Santa Barbara. Impact investing appears alongside real estate, venture capital, private equity, education and philanthropy in the recorded focus areas. The mix can help shape follow-up research, especially when an opportunity connects a financial case with a defined social or environmental objective. A database category is only an initial signal, however. Review an office’s public materials for its stated approach, instruments, geography and evidence requirements before making contact.
At a glance
- The list contains 23 offices: 12 single-family and 11 multi-family.
- San Francisco has 5 offices and Los Angeles has 4.
- Impact investing is a recorded focus for 4 offices.
- Real estate is recorded for 9 offices; venture capital and private equity are each recorded for 6.
- AUM is disclosed for 7 offices.
Family office profiles (23)
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 (5)
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
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
I.D.I.T. Family Office
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
Verita Strategic Wealth Partners LLC
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
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
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
Los Angeles (4)
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
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
Aquatecture Holdings
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
ÉO Management
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
Alamo (1)
Sepio Capital, LP
Sepio Capital is a multi-family office and investment advisor providing investment counsel and management. Its stated areas include alternative investments, hedge funds, private equity, venture capital, real estate, equities, fixed income, commodities, and digital assets.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Fixed Income, Hedge Funds, Commodities
Venice (1)
Steyn Group
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
Mountain View (2)
Catalyst Family Office, LLC
Catalyst Family Office is an independent multi-family office serving entrepreneurs, investors, executives and their families. It provides wealth strategy and financial reporting services tailored to family needs.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
Rockefeller Brothers
Rockefeller Brothers is a single-family office for the Rockefeller family.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Rockefeller family
Palo Alto (3)
Emerson Collective, LLC
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
ONE WORLD Investments
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
Koop LLC
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
Santa Barbara (2)
Impact Family Office
Impact Family Office is a collaborative multifamily office focused on impact strategy. It helps align financial resources, investments, spending, and philanthropy with clients’ values.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Lineage Family Office
Lineage Family Office helps families manage their financial affairs and plan for a legacy of positive impact. It works with clients to develop plans and make adjustments as their needs evolve.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Sacramento (1)
BarronKent 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
Pasadena (1)
Vida Private Wealth LLC
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
Yorkville (1)
Meyer Family Enterprises
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
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Questions about this list
What qualifies an office for this impact investing page?
The database records an impact investing interest for the office, and the office is located in California. This is a way to identify relevant profiles for further research. It does not establish that impact is the office’s sole objective or that it is accepting proposals.
What other investment areas appear in the list?
Profiles also record interests such as real estate, venture capital, private equity, education, philanthropy and healthcare. These overlapping categories offer context for research, but each office’s public materials are the better source for understanding how it defines impact and evaluates investments.
How can an impact-focused business approach these offices?
Describe the business model and capital need, then explain the intended impact in specific, measurable terms. Include how outcomes are tracked and how the investment supports them. Connect the proposal to a documented interest, and check whether the office’s approach and investment stage fit before sending a full deck.
How many offices disclose AUM?
Seven offices have disclosed AUM in the database. AUM is not shown for the other entries on the free page, and a disclosed figure should not be treated as a measure of available capital, impact commitment or check size.
What does the full list add?
The full list adds contact data, decision makers and check size fields to the firm-level information shown here. These fields can make prospect research more actionable, while leaving the visitor to assess fit and conduct outreach. No introduction or investment outcome is promised.
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