City list
This page brings together 21 family offices listed in Charlotte. The profiles include 13 single-family offices and 8 multi-family offices. Their recorded focus areas point to a mix of operating businesses and investment activity: distribution, industrials and private equity each appear for three offices, while building materials, business services, manufacturing, logistics and real estate also feature. For founders and business owners, that mix may offer useful starting points when researching strategic or financial capital. Fund managers and advisers can use the profiles to identify offices whose stated interests merit further review. Public information is uneven, and only four offices disclose assets under management. Check each profile directly and assess its relevance to your sector, stage and proposal before making contact. The table is a research aid, not confirmation that an office is seeking deals or fund commitments.
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.
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.
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.
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.
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.
Hillandale Advisors is a single-family office and merchant bank that invests in and holds private businesses, generally with $1 million to $10 million in EBITDA. It also advises private company owners on capital raising, mergers and acquisitions, valuations, and growth or sale preparation.
Ten Oaks Group is a single-family office focused on corporate carve-outs and divestiture opportunities across industries and geographies. It also considers other investments with long-term value creation potential.
Cornwell Capital is a single family office pursuing direct investments in lower middle-market companies.
Dozer Capital is a single-family office based in Charlotte that acquires established businesses. It works with business owners seeking a transition and targets companies with a history and potential for growth.
Zwick Partners is a single-family office based in Charlotte that invests in small businesses in the United States and parts of Western Europe. Its investments include growth capital, recapitalizations, and buyouts.
Tillery Capital is a family office structured private investment firm that invests in and builds lower middle-market companies alongside management teams. It focuses on companies with annual EBITDA above $2 million.
StrategicMFO is a collection of single-family offices serving family business owners.
Amy Gross Family Office oversees investment, legal, accounting and tax matters for multiple entities belonging to a family. Its services include jewelry valuation and legacy planning.
Biltmore Family Office is a collaborative multi-family office serving business owners, entrepreneurs, and their families. It provides investment advisory services.
Colony Family Offices is a multi-family office serving families in the southeastern United States. Its stated focus includes alternative investments.
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.
Hayden Harper Advisory provides family office, tax, and financial services to entrepreneurs, families, and businesses. Its services include coordination of financial affairs, private transactions, tax and legal professionals, partnerships, and trusts.
SilverRock Wealth Partners is a multi-family office serving individuals and families with financial planning. Its stated areas include private real estate, private equity, philanthropic and estate planning, tax planning, and stocks and bonds.
Sparta Wealth Partners provides private client and multi-family office services to individuals, families, and businesses. Its advisory scope includes assets, banking, estate and succession planning, insurance, valuation, and retirement planning.
Toucan Financial is a multi-family office and advisor that charges a fixed annual fee and invests for the long term. It favors passive management in public markets.
Mattei Holdings is a multi-family office headquartered in Charlotte. It manages a diversified portfolio across private investments and real assets, serving families with a focus on capital preservation, growth, and intergenerational planning.
340 events hosted since 2007, from summits to small workshops.
No.If your search can extend beyond the city, use the full list request to explore additional firms and assess whether a wider geographic scope suits your research.
Distribution, industrials and private equity each appear as a focus for three offices. The recorded interests also include building materials, business services, manufacturing, logistics and real estate. These profile labels can guide further research, but they do not establish that a firm is actively pursuing a particular transaction.
Review each office’s public information and focus areas before contacting it. Make the first note specific: describe the business or fund, explain the relevance to the office’s interests and provide a clear next step. Keep the material concise and check whether the office publishes guidance for proposals.
Four of the 21 offices disclose assets under management in their profiles. The rest may not make that information public. The absence of a figure should not be read as a measure of investment capacity, and a disclosed AUM figure does not show how much may be available for a specific opportunity.
The full list includes contact data, decision makers and check size fields, giving you more information for targeted outreach and fit assessment. Request it through the form. The information supports research and does not include a promise of introductions, funding or investment outcomes.
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