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Washington DC Family Office List

This Washington DC list includes four offices in Washington, with 11 nearby additions for visitors whose search extends beyond the district. The four listed offices are all single-family offices. Their recorded interests include fintech, financial technology, alternative investments and private equity, each appearing for two offices. Early-stage impact, real estate, baseball and regtech also appear in the focus data. These categories help frame initial research, but they do not show whether an office is actively considering a specific company or fund. The list is suited to founders, fund managers, investors and advisors who want a focused starting point for reviewing local profiles and considering a wider regional search. Public firm-level fields are shown on the free page. Assets under management are not disclosed for any of the four Washington offices in the statistics, so the profiles may offer different levels of financial detail.

At a glance

  • The list has 4 Washington offices and 11 nearby additions.
  • All 4 Washington entries are single-family offices.
  • Fintech, financial technology, alternative investments and private equity each appear for 2 offices.
  • Real estate, early-stage impact, baseball and regtech also appear among the focus areas.
  • No Washington offices in the list have disclosed assets under management.

Family office profiles (4)

Coverage among Washington offices here is limited, and the team can help scope a wider search.

Want more family offices in this area?

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.

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
  • Public Securities
  • Private Companies
  • Real Estate
  • FinTech
  • RegTech
  • Sports

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
  • Digital Health
  • Healthcare Services
  • Education Technology
  • Financial Technology
  • Agricultural Technology
  • Food Technology

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
  • Alternative Investments
  • Private Equity

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
  • Private Equity
  • Venture Capital
  • Hedge Funds
  • Agriculture
  • Farming

Also nearby

More family offices from nearby areas.

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
  • Long-Term Equity
  • Fixed Income
  • Molecular Medicine
  • Genomic Sequencing Technology

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
  • Wealth Planning
  • Investment Management
  • Family Legacy Advice
  • Private Equity
  • Hedge 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
  • Financial Advisory
  • Wealth Management
  • Business Exit Planning
  • Liquidity Event Planning
  • Institutional Consulting
  • Due Diligence

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
  • Real Estate
  • Private Equity
  • Private Credit
  • Operating Companies
  • Special Situations

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
  • 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
  • Traditional Investments
  • Alternative Investments
  • Asset Allocation
  • Risk Management

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
  • Private Market Investing

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
  • Wealth Management
  • Tax and Investment Accounting

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
  • Portfolio Management
  • Capital Preservation
  • Growth
  • Estate Planning
  • Trusts

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
  • Private Equity
  • Hedge Funds
  • Real Estate

Videos for this list

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What is a Family Office & Why Have 10,000 Ultra-Wealthy Families Decided to Have One? | EP 2Explains what a family office is and explores why wealthy families choose to have one.

Coverage among Washington offices here is limited, and the team can help scope a wider search.

Want more family offices in this area?

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.

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Questions about this list

How many offices are listed in Washington?

The list includes four offices in Washington, all recorded as single-family offices. It also has 11 nearby additions, which can extend research beyond the district entries.

Which investment interests appear in the Washington profiles?

Fintech, financial technology, alternative investments and private equity each appear for two offices. Other reported interests include early-stage impact, real estate, baseball and regtech. These are profile categories and do not confirm that an office is seeking investments in those areas.

Are assets under management disclosed?

The provided statistics show no disclosed assets under management for the four Washington offices. The profiles still offer other public firm-level fields for initial research, but financial detail may be limited. The nearby additions are separate from the Washington office count.

How should I approach a Washington family office?

Review the profile for relevant interests and explain the fit between those interests and your fund or company. Keep your message tailored and direct, and confirm the office’s criteria and process with the firm. A listed focus should not be taken as an invitation to submit a proposal.

What does the full list provide?

Request the full list through the form to access contact data, decision makers and check size fields. These details can help you plan a more targeted search across Washington and nearby offices. The list does not promise introductions, funding or outcomes.

Request the full list

Request the full Washington DC family office list

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