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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.
Temerity Capital Partners
Washington, DC | Single family office | Founded 2016
Temerity Capital Partners is a private investment company managed for its founder, family interests, and eligible employees. It invests in publicly traded securities, private companies, direct real estate, and other opportunities across the capital structure.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Real Estate, Direct Investments
- Wealth source
- Not stated
SK Impact Fund Japan
Washington, DC | Single family office
SK Impact Fund Japan is a single-family office for the Kuno family, based in Washington, DC. Its stated investment areas include digital health, healthcare services, education technology, financial technology, agricultural technology, and food technology.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Kuno family
Gardner Family Office
Washington, DC | Single family office
Gardner Family Office is a single-family office with stated areas in alternative investments and private equity.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity
- Wealth source
- Gardner family
EFO Capital Management Inc.
Washington, DC | Single family office | Founded 1993
EFO Capital Management is a single-family investment and consulting office based in Washington, D.C. Its stated areas include private equity, venture capital, hedge funds, agriculture, and farming.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Hedge Funds
- Wealth source
- Not stated
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Chevy Chase Trust Company
Bethesda, MD | Multi-family office | Founded 1999
Chevy Chase Trust is an independent investment management firm providing investment management, estate planning, and financial planning services. Its stated investment areas include long-term equity and fixed income, as well as molecular medicine and genomic sequencing technology.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income
WMS Partners, LLC
Towson, MD | Multi-family office | Founded 1993
WMS Partners is a multi-family office that provides wealth planning, investment management and family legacy advice. Its investment approach can include public securities, private investments and outside managers.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Hedge Funds, Public Equities, Funds
Verdence Capital Advisors
Hunt Valley, MD | Multi-family office | Founded 2017
Verdence Capital Advisors is a multi-family office providing private wealth advisory and family office services. Its stated areas include financial planning, business exit and liquidity event planning, institutional consulting, and due diligence.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
Pathstone
Potomac, MD | Single family office | Founded 2010
Pathstone provides single family office services and advisory support to families. Its activities include family advising and investment strategy.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Not stated
M&J Capital Partners
Rockville, MD | Single family office
M&J Capital Partners is a single-family office for the Leone family and a real estate development company. It invests in commercial real estate and operating companies, including through private credit and equity investments.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Private Credit, Direct Investments
- Wealth source
- Leone family
Canal Capital Management
Richmond, VA | Multi-family office | Founded 2011
Canal Capital Management is a multi-family office and wealth management firm serving families, businesses and foundations. It provides support for wealth growth, protection and transfer based on clients’ goals.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Real Estate
Keel Point Advisors, LLC
Vienna, VA | Multi-family office | Founded 1994
Keel Point Advisors is a multi-family office serving families with substantial, multi-generational wealth. Its stated approach includes portfolio allocation and consideration of risk tolerance and investment time horizons.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Private Equity, Real Estate, Hedge Funds, Funds
Brightside Partners
Baltimore, MD | Multi-family office | Founded 2019
Brightside Partners is a multi-family office and investment advisor serving families with an interest in private market investing.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Private Credit, Real Estate, Infrastructure
Oracle Capital Strategies, LLC
Lutherville, MD | Multi-family office | Founded 2008
Oracle Capital Strategies is a multi-family office providing wealth management services to investors, executives, foundations, entrepreneurs, and multigenerational families.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Not stated
Autumn Wind Asset Management, LLC
Reston, VA | Multi-family office | Founded 2000
Autumn Wind Asset Management is a multi-family office managing portfolios of individual securities for taxable clients. Its investment objectives range from capital preservation to growth, and its services can be coordinated with estate plans and trust structures.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Hedge Funds
Pennington Partners & Co., LLC
Bethesda, MD | Multi-family office | Founded 2015
Pennington Partners is a multi-family office that serves families with financial planning, advice, strategy, and family office services. It works with families whose wealth was built through privately held companies or real estate.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Hedge Funds, Real Estate