City list
This list centers on Chapel Hill and includes two profiled multi-family offices, with thirteen nearby additions extending the search area. Both listed offices are associated with the United States, and the listed focus tags include hedge funds alongside two other recorded labels. One tag appears as “Eton Preservation Ultra Growth” and another as “Open-Ar27517Itecture,” wording that may require review against the underlying profiles before it is used to assess fit. Assets under management are disclosed for both listed offices, while the listed founding dates fall between 1990 and 2009. For founders, fund managers, investors, and advisors, the small city-level set is best treated as a focused research starting point. Compare each profile’s details and mandate carefully, then use the nearby additions if you need a wider regional view.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
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.
Eton Advisors is a multi-family office providing wealth management and family office services. Its services include investment, education, retirement, and estate planning.
Franklin Street Partners serves individuals, multigenerational families, foundations, and institutions. Its work combines financial market perspectives with attention to client goals.
More family offices from nearby areas.
Colmont Group is a single-family office that invests its own capital in family- and founder-owned businesses in the lower middle market. It seeks majority equity positions and provides capital, operational experience, and strategic support.
Biltmore Family Office is a collaborative multi-family office serving business owners, entrepreneurs, and their families. It provides investment advisory services.
Cannondale Capital Investors is the family investment office for the Ripp family, focused on lower-middle-market businesses in the Charlotte area. It acquires and operates companies with an emphasis on long-term portfolio growth.
Timonier Family Office offers wealth advisory services to families and retirement plans, including wealth management, risk management, tax advice, retirement planning, and estate preparation.
Colony Family Offices is a multi-family office serving families in the southeastern United States. Its stated focus includes alternative investments.
Granville Capital manages investments for a limited group of family office clients. It serves as investment manager and general partner for funds of hedge funds and a private equity fund of funds.
Broyhill Asset Management is an investment firm established as a family office with a value-oriented approach. It focuses on identifying investments for its partners.
McGeever is a single-family office focused on private investment management and the family’s financial and philanthropic goals. Its stated investment areas include healthcare, information technology, and energy companies.
ARC Industries is a single-family office that invests permanent family capital to acquire established, profitable businesses from retiring owners and owner-operators. Its acquisitions include manufacturing, plastics, environmental services, architectural signs and logistics.
Long Family Office is a single family office serving the Long family. Its stated areas include alternative investments and technology.
The Magan Group is a single-family office that invests its own capital in corporate carveouts and divestitures. Its stated sectors include manufacturing, industrial services, software, logistics, consumer products, distribution, specialty chemicals, and media.
Asymmetrix is a Charlotte-based single family office founded in 2019. It invests its own capital across early-stage ventures, digital assets, private equity, and private real estate.
Byron Financial is an independently managed asset management firm providing financial services to high-net-worth clients. Its services include financial planning and support around liquidity events, with an emphasis on tax-efficient strategies.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
340 events hosted since 2007, from summits to small workshops.
The two listed profiles are both multi-family offices. This classification describes the office type in the profiles on this pagebase and does not by itself indicate which investors, funds, or businesses a firm will consider. Check profile details for the relevant scope and mandate.
The statistics include hedge funds and two additional focus labels: “Eton Preservation Ultra Growth” and “Open-Ar27517Itecture.” The wording of those two labels is unusual, so consult the underlying profiles before drawing conclusions. Focus tags are starting points, not confirmation of current investment appetite.
Yes. the profiles on this page show disclosed assets under management for both listed offices. The page does not establish that the figures are comparable in scope or definition, so use them as profile information and consider other details when assessing fit.
Research each profile and make your case specific to its recorded investment interests, office type, and your own financing or investment proposition. Verify the right decision maker and check size before outreach. The nearby additions can broaden your search if the two Chapel Hill profiles do not fit.
The full list provides contact data, decision makers, and check size fields. Those details can help you qualify the Chapel Hill profiles and the nearby additions before outreach. Request the full list through the form; it does not promise introductions, funding, or outcomes.
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