More family offices from nearby areas.
Colmont Group, LLC
Charlotte, NC | Single family office | Founded 2019
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.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Private Equity, Direct Investments
- Wealth source
- Not stated
Biltmore Family Office, LLC
Charlotte, NC | Multi-family office | Founded 2008
Biltmore Family Office is a collaborative multi-family office serving business owners, entrepreneurs, and their families. It provides investment advisory services.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Real Estate, Direct Investments, Funds
Eton Advisors Group, LLC
Chapel Hill, NC | Multi-family office | Founded 2009
Eton Advisors is a multi-family office providing wealth management and family office services. Its services include investment, education, retirement, and estate planning.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
Cannondale Capital Investors, LLC
Charlotte, NC | Single family office | Founded 2017
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.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Direct Investments
- Wealth source
- Ripp family
Timonier Family Office, Ltd.
Winston-Salem, NC | Multi-family office | Founded 1997
Timonier Family Office offers wealth advisory services to families and retirement plans, including wealth management, risk management, tax advice, retirement planning, and estate preparation.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Hedge Funds
Colony Family Offices®
Charlotte, NC | Multi-family office | Founded 2012
Colony Family Offices is a multi-family office serving families in the southeastern United States. Its stated focus includes alternative investments.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
Franklin Street Partners
Chapel Hill, NC | Multi-family office | Founded 1990
Franklin Street Partners serves individuals, multigenerational families, foundations, and institutions. Its work combines financial market perspectives with attention to client goals.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Hedge Funds
Granville Capital Inc.
Greensboro, NC | Multi-family office | Founded 1995
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.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Hedge Funds, Funds
Broyhill Asset Management LLC
Lenoir, NC | Multi-family office | Founded 2011
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.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Not stated
McGeever, LLC
Raleigh, NC | Single family office | Founded 2001
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.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Direct Investments
- Wealth source
- Not stated
ARC Industries, Inc.
Charlotte, NC | Single family office | Founded 1999
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.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Direct Investments
- Wealth source
- Not stated
Long Family Office, Inc.
Wilmington, NC | Single family office | Founded 2013
Long Family Office is a single family office serving the Long family. Its stated areas include alternative investments and technology.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Long family
The Magan Group
Charlotte, NC | Single family office | Founded 2026
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.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Direct Investments
- Wealth source
- Magan family
Asymmetrix
Charlotte, NC | Single family office | Founded 2019
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.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Venture Capital, Digital Assets, Private Equity, Real Estate
- Wealth source
- Not stated
Byron Financial LLC
Charlotte, NC | Multi-family office | Founded 1986
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.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated