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 Real Estate
This list brings together 50 family offices based in California that report a real estate investment focus. It includes 23 single family offices and 27 multi family offices, all located in the United States. Los Angeles has the largest city count, with 9 offices, followed by San Francisco with 7. Irvine, Pasadena and Palo Alto each account for 3. Real estate appears as a focus for 43 offices, alongside interests such as private equity, venture capital and alternative investments. The list may help founders, fund managers and advisors identify firms for further research, while the wider mix of stated interests offers context for assessing fit. Disclosed AUM is available for 37 offices. Use the table as a starting point: review each firm’s public profile and investment focus before deciding whether its mandate, geography and approach align with your opportunity.
At a glance
- The list includes 50 offices, with 23 single family offices and 27 multi family offices.
- Los Angeles has 9 listed offices and San Francisco has 7.
- Real Estate is a stated focus for 43 offices.
- AUM is disclosed for 37 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 (7)
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
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
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
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
Irvine (3)
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
IHSV Inc.
IHSV is a business acquisition and management company focused on developing enterprise value and maintaining family wealth. It seeks investments aligned with its stated values and philosophy.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Real Estate, Venture Capital, Direct Investments
- 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 (3)
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
Pasadena Private Financial Group
Pasadena Private Financial Group is a multi-family office serving business owners and families through portfolio management, commercial lending, retirement solutions, mergers and acquisitions, property management and venture capital. It also makes direct investments in private loans, real estate and early-stage companies.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Credit, Real Estate, Venture Capital, Direct Investments
La Jolla (1)
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
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
Los Angeles (9)
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
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
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
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
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
Palo Alto (3)
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
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
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
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
San Diego (2)
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
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
Century City (1)
Morgan Browning Capital LLC
Morgan Browning Capital is a multi-family office focused on investments in commercial and residential real estate globally. Its work draws on research and experience in real estate and capital markets.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Real Estate
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
Menlo Park (1)
S-Cubed Capital
S-Cubed Capital is a single-family office with interests in technology, financial asset management, sports management, agribusiness, philanthropy, and real estate. Its investment portfolio includes direct investments and partnerships with investment managers.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Direct Investments, Real Estate
- 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
Mountain View (1)
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
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
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
West Hollywood (1)
Platinum Family Wealth of Beverly Hills
Platinum Family Wealth of Beverly Hills is a multi-family office serving entrepreneurs, real estate investors and families. It provides investment, trust and estate planning services using an independent investment platform.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Real Estate, Funds
Brea (1)
T&J Brothers Group, LLC
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
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Questions about this list
What does this list include?
It covers 50 California family offices with a stated real estate investment focus. The table includes public firm-level information, including office type, location, areas of investment focus and AUM where disclosed. It is a research starting point for founders, business owners, fund managers, investors and advisors.
Are these offices all based in California?
Yes. The page is scoped to California, and all 50 listed offices are in the United States. Los Angeles and San Francisco have the largest city counts in the profiles on this page, with 9 and 7 offices respectively. Other listed locations include Irvine, Pasadena and Palo Alto.
Does every office invest only in real estate?
No. Real estate is a stated focus for 43 offices, and the profiles may show additional interests. Private equity, venture capital and alternative investments are also common in this set. Review each profile’s disclosed focus areas to assess whether they fit your sector and investment needs.
How should I approach a family office on this list?
Start by checking the firm’s public profile, investment focus and location against your opportunity. Make a concise, tailored case that explains the asset, business or fund, the proposed role for the office and the relevant terms. The page does not provide contact details, so use the full list if you need contact and decision maker fields.
What does the full list add?
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