City list
This list covers 11 family offices based in Cleveland. It includes eight single-family offices and three multi-family offices. Private equity is the most frequently recorded focus, appearing for three offices. Consumer products, investment management, private equity funds and hedge funds each appear for two, alongside interests such as middle market business, wholesale distribution and manufacturing. These focus areas may give founders, fund managers and advisers a useful way to narrow profile research. Three offices disclose assets under management, and the founding dates span from 1994 to 2012. The table reflects public firm-level information, which can be incomplete and does not establish an office’s current investment plans. Review the profile details and any public submission guidance before making a concise, relevant approach.
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.
Key Family Wealth is the multi-family office division of Key Private Bank, providing wealth planning and investment services to families. Its offerings include investment, tax, philanthropic, credit and estate planning, as well as enterprise consulting, legacy planning, education, foundation and accounting services.
Wellspring Financial Advisors is an independent multi-family office providing personal wealth management to individuals and families. Its services include investment advisory, tax planning, financial and estate planning, risk management, and family education.
Planned Financial Services provides family office coordination across retirement planning, investments, education, insurance, tax planning, business succession, philanthropy, and cash management.
CWC Capital is a single-family office founded following the sale of Calvert Wire and Cable. It invests in middle market businesses, including wholesale distribution, manufacturing, and gourmet foods.
Weinberg Capital Group invests in control equity positions in lower middle-market businesses across North America. Its stated sectors include consumer products, business services, manufacturing, and value-added distribution.
Bratenahl Capital Partners invests on behalf of the Howley family and the Howley Foundation. Its activity includes commitments to private equity funds, co-investments in individual deals and secondary transactions.
Brownhelm Capital is a single-family office that invests through third-party funds and directly across companies, industries and stages. Its investment interests include financial services and real estate.
RIK Enterprises is a single-family office located in the Cleveland and Akron area of Ohio.
RMS Investment Group is a single-family office serving the founding families of Forest City Realty Trust. It provides investment and real estate expertise, with stated areas including real estate, private equity and venture capital.
Nottingham Spirk is a single-family office and innovation consulting firm based in Cleveland.
Rockside Capital Partners is a single-family office based in Cleveland, Ohio.
340 events hosted since 2007, from summits to small workshops.
The Cleveland page includes eight single-family offices and three multi-family offices. All 11 profiles are listed in Cleveland. The office type helps describe the organization, but other profile details are needed to assess relevance to a particular opportunity.
Private equity is recorded for three offices. Consumer products, investment management, private equity funds and hedge funds each appear for two. Other listed interests include middle market business, wholesale distribution and manufacturing. These focus labels can guide further review, but do not guarantee an active mandate.
Review the office profile and any public submission instructions before writing. Keep your first message concise and specific to the office’s stated interests, explain the opportunity clearly, and include only the supporting information needed to assess fit. Do not assume the office accepts unsolicited approaches.
No. Three of the 11 offices disclose assets under management in their profiles. The other offices may not publish a figure. Disclosed AUM provides context, but it does not show how much may be available for an investment or whether an office is reviewing opportunities.
The full list adds contact data, decision makers and check size fields to the public profile information. Those details can help you research fit and plan a targeted approach. Request it through the form. The list does not promise introductions, funding or investment results.
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