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 Private Equity
This list covers California family offices with recorded private equity investment interests. It is relevant to founders and business owners seeking growth or transaction capital, fund managers researching potential investors, and advisors mapping family office activity. The database includes 50 offices, with 26 single-family and 24 multi-family offices. San Francisco and Los Angeles have the highest city counts, followed by Palo Alto. Private equity is recorded for 41 offices, while real estate and venture capital are also common. Alternative investments and hedge funds appear among the other reported focus areas. This range suggests that profiles may reflect different approaches, from direct company investing to broader allocations, so the category alone cannot establish fit. Review each office’s public information for strategy, investment vehicle and preferred opportunity type before reaching out.
At a glance
- The list contains 50 offices: 26 single-family and 24 multi-family.
- San Francisco has 12 offices and Los Angeles has 9.
- Private equity is a recorded focus for 41 offices.
- Real estate is recorded for 29 offices and venture capital for 20.
- AUM is disclosed for 36 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 (12)
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
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
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
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
Lupine Crest Capital
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
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
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
Irvine (2)
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
Family Wealth Leadership
Family Wealth Leadership is a multi-family office focused on asset growth, preservation, and intergenerational wealth transfer. Its stated investment areas include private real estate and private equity.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity
Pasadena (2)
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
The Holdsworth Group, LLC
The Holdsworth Group is a multi-family investment office that identifies alternative investment opportunities and works with investors, family offices, and businesses. It also provides business and investment strategy and advisory oversight services.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Real Estate, Private Credit, Private Equity, Funds
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
Palo Alto (4)
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
C.M. Capital Corporation
C.M. Capital Corporation is the single-family office for the Cha family and the Cha Group of affiliated companies. Its stated investment areas include alternative asset classes.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Venture Capital, Private Equity, Hedge Funds, Real Estate, Public Equities, Commodities
- Wealth source
- Cha family
Ardenwood Advisors, LLC
Ardenwood Advisors is a multi-family office and registered investment advisor serving families, entrepreneurs, and family offices. Its stated investment areas include private equity, real estate, and hedge funds.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Hedge Funds, Funds
Los Angeles (9)
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
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
LinePoint Partners & Co., LLC
LinePoint Partners & Co. provides an affiliation platform for financial advisers and single-family office executives. The firm’s platform supports independent practice operations and services for their high-net-worth clients.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Funds, Hedge Funds, Private Credit, Private Equity, Venture Capital, Real Estate
NALA Investments, LLC
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
Cherng Family Trust Office
Cherng Family Trust Office is the investment firm of the founders of Panda Express. It makes direct private equity and venture capital investments across industries and invests in real estate.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Direct Investments
- Wealth source
- Cherng family; restaurant business
Gelman Brothers Family Investment Office
Gelman Brothers Family Investment Office is a private investment firm established by the Gelman family following startup exits. It focuses on micro-cap private equity and venture funding.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
- Wealth source
- Gelman family; startup exits
LIG Capital US
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
Andell Holdings, LLC
Andell Holdings is a private investment firm and family office managing assets originating from the family’s controlling position in a beverage company. Its activities include direct and indirect investments in public and private companies, real estate, and partnerships with investment managers.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Public Equities, Direct Investments
- Wealth source
- Proceeds and assets from the family's controlling position in the beverage industry
InnoVise Family Wealth Advisors
InnoVise Family Wealth Advisors provides family office and private wealth services to individuals and families with complex wealth needs. It manages liquid and illiquid portfolios and sources private investment opportunities.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Private Credit
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
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
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
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
Carlsbad (1)
Prime Family Office
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
Larkspur (1)
CANY Capital, LLC
CANY Capital is a single family office and sister firm to a private placement firm that raises institutional capital for alternative investment products. Its stated areas include hedge funds, private equity, real estate and fund of funds.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Hedge Funds, Private Equity, Real Estate, Funds
- Wealth source
- Not stated
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
Beverly Hills (2)
JMS 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.
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
Woodland Hills (1)
Innocreative Capital, LLC
Innocreative Capital invests family funds across private equity, venture capital, real estate, special situations, direct lending, public markets, and environmental, social, and governance strategies. It also supports portfolio companies with business and operational resources.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Private Credit, Public Equities
- Wealth source
- Not stated
Santa Monica (1)
Homsher Family Office
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
Fremont (1)
GROCO Family Office Advisors
GROCO Family Office Advisors provides family office services and financial management and consulting for businesses, organizations, individuals, and families. Its services include financial management and tax planning.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Public Equities
San Diego (1)
ARC Family Office
ARC Family Office manages wealth for multiple families and provides direct lending, with a focus on commercial real estate opportunities. Its stated property areas include multifamily, industrial, hospitality, senior living, adaptive reuse, and telecommunications.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Private Credit, Private Equity
Encino (1)
Confluence Capital Advisors, LLC
Confluence Capital Advisors provides investment and financial planning services as a multi family office, including divorce financial planning. Its stated investment areas include publicly traded securities, real estate, private equity, credit, and hedge funds.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Real Estate, Private Equity, Private Credit, Hedge Funds
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Questions about this list
What does inclusion in this private equity list indicate?
Each entry has a California location and private equity recorded as an investment interest. This helps identify profiles to investigate, but does not show that an office is actively deploying capital, accepts external proposals or follows a particular private equity strategy.
Do the offices invest only in private equity?
No. Recorded interests also include real estate, venture capital, alternative investments and hedge funds. The breadth of these tags means offices may invest through different strategies or vehicles. Check public profiles and materials to understand each office’s stated approach.
How should a company or fund manager approach these offices?
Explain the transaction or strategy, target size, stage, geography and expected role for the investor. Show why the opportunity fits a documented interest and make the next step clear. Verify whether the office invests directly or through funds before sending a detailed proposal.
How much AUM information is available?
Disclosed AUM is available for 36 of the 50 offices. The remaining entries have no disclosed AUM on the free page. AUM does not indicate available capital, investment pace or the amount an office may consider for a particular opportunity.
What does the full list add?
The full list adds contact data, decision makers and check size fields for more focused research. Use those fields to assess potential relevance and plan outreach. The list does not guarantee an introduction, capital or an investment result.
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