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Check size

Family Offices with Check Size Under $1M

This page is organized around family offices associated with checks under $1 million. No offices are listed for this specific screen in the researched database, so there are no profiles or geographic patterns to review here. That does not establish that no family offices make investments below this amount. It means the current selection criteria and available profile evidence did not produce a listed match. If you are assessing a smaller raise, it may help to widen the search across check-size bands, investment stages, sectors, and geographies. Compare each prospective office’s mandate with the amount, structure, and timing of your financing need. The form offers a way to request the full list and its contact and decision-maker fields for broader research.

At a glance

  • No family offices are listed for this check-size screen.
  • No single-family or multi-family offices are listed.
  • No top cities or countries are reported.
  • No AUM is disclosed for this page.

Family office profiles

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

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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.

Also nearby

Related offices with a stated focus in this area. Ask our team for offices that match a specific check size.

Fargo Wealth Group Limited

Tsim Sha Tsui, Hong Kong | Multi-family office | Founded 2017

Fargo Wealth Group is a multi-family office and external asset manager serving global clients. It provides investment access and wealth services, with a strategy focused on new economy businesses and pre-IPO structures.

AUM range
Under $50M
Check size
Not stated
Asset classes
Real Estate, Private Equity, Public Equities
  • FinTech
  • Telecommunications, Media And Technology
  • Renewable Energy
  • Real Estate
  • Retail
  • Electric Vehicles

Sandalwood Securities, Inc.

Roseland, NJ | Single family office | Founded 1990

Sandalwood Securities is a single family investment office with experience in global futures trading and alternative investments, including hedge fund activity.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Hedge Funds, Private Equity, Real Estate, Venture Capital, Funds
Wealth source
Not stated
  • Hedge Funds
  • Private Equity
  • Real Estate
  • Venture Capital
  • Manufactured Housing Funds
  • Futures

Offit Capital Advisors

New York, NY | Multi-family office | Founded 2007

Offit Capital is a multi-family office serving individuals, families, endowments, and foundations. It provides investment advisory services across asset classes, including public equities, fixed income, private equity, private credit, real estate, and hedge funds.

AUM range
Over $20B
Check size
Not stated
Asset classes
Fixed Income, Private Equity, Public Equities, Hedge Funds, Private Credit, Real Estate
  • Fixed Income
  • Private Equity
  • Equities
  • Hedge Funds
  • Private Credit
  • Real Estate

Perot Investments Inc.

Dallas, TX | Single family office | Founded 1984

Perot Investments manages the wealth and investments of the Perot family, whose business history includes information technology services and real estate development. Its stated investment areas span public and private equity, venture capital, hedge funds, natural resources, aviation, and land.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Public Equities, Private Equity, Venture Capital, Hedge Funds, Real Estate
Wealth source
Perot family; information technology services and real estate development
  • Public Equities
  • Private Equity
  • Middle-Market Companies
  • Growth Equity
  • Venture Capital
  • Natural Resources

Peak Pride Management GmbH

Wien, Austria | Multi-family office

Peak Pride manages investments and portfolios for the Haselsteiner Family Private Foundation, with a focus on early-stage companies. It invests in proptech, automation, healthcare and well-being, and sustainability, and provides capital and strategic advice.

AUM range
Under $50M
Check size
Not stated
Asset classes
Venture Capital
  • Proptech
  • Automation
  • Healthcare
  • Well-Being
  • Sustainability
  • Early-Stage Companies

CoastCap Group GmbH & Co. KG

Vienna, Austria | Single family office | Founded 2021

CoastCap is a single-family office focused on private capital markets, including seed and growth-stage investments. It invests across industries, with interest in businesses applying automation, technology or applied science.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Private Equity, Venture Capital
Wealth source
Thiele family; proceeds from the sale of a financial technology company
  • Automation
  • Technology
  • Applied Science
  • Aerospace
  • Mobility
  • Green Energy

Skip Capital Pty Limited

Darlinghurst, NSW, Australia | Single family office | Founded 2018

Skip Capital is a single-family office deploying private capital in technology companies and essential infrastructure. Its investments include early-stage through pre-IPO businesses and real assets focused on renewable energy, data infrastructure, waste, food systems, health, and transport.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Public Equities, Infrastructure, Direct Investments
Wealth source
Farquhar family; proceeds associated with Atlassian
  • Venture Capital
  • Private Equity
  • Startups
  • Listed Equities
  • Health Technology
  • Software

Morales Capital Partners

Coral Gables, FL | Single family office | Founded 2015

Morales Capital Partners is a single-family office investing in venture, growth capital, and buyout opportunities. Its focus areas include healthcare, financial services, education technology, and consumer companies.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Venture Capital
Wealth source
Not stated
  • Healthcare
  • Financial Services
  • Education Technology
  • Consumer Companies

CapFund Group

Sunny Isles Beach, FL | Multi-family office | Founded 2011

CapFund Group is a multi-family office and merchant banking firm involved in investments, restructurings, and financings across business transactions, real estate, corporate finance, banking, and healthcare. Its activities include direct investments in public and private companies and debt and equity transactions.

AUM range
Over $20B
Check size
$1M to $5M
Asset classes
Private Equity, Public Equities, Real Estate, Private Credit, Direct Investments
  • Business Transactions
  • Real Estate
  • Corporate Finance
  • Banking
  • Healthcare
  • Restructuring

Cowles Company

Spokane, WA | Single family office

Cowles Company is a family-owned enterprise that operates businesses and invests in growth companies. Its activities span media, forestry, real estate, and early-stage growth investments.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Direct Investments
Wealth source
Cowles family; publishing and media businesses
  • Print Media
  • Broadcasting
  • Forestry
  • Real Estate
  • Early-Stage Companies
  • Growth Investments

Jaggi Family Office

Tucson, AZ | Single family office | Founded 2011

The Jaggi Family Office manages family wealth through investments in real estate and early-stage technology. Its real estate activity includes acquisitions and development across property sectors, with a focus on build-to-rent projects.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Direct Investments, Funds
Wealth source
Jaggi family; proceeds from mortgage banking and technology and real estate company exits
  • Value-Add Real Estate
  • Real Estate Development
  • Early-Stage Technology
  • Build-to-Rent

Legacy Road LLC

Los Angeles, CA | Multi-family office | Founded 2010

Legacy Road is a multi-family office providing investment management and family office services to individuals and families. Its services include investment advice across major asset classes, support for family owned businesses, cash flow analysis, and coordination with clients’ advisors.

AUM range
Under $50M
Check size
Not stated
Asset classes
Fixed Income, Public Equities, Real Estate, Hedge Funds, Private Equity, Venture Capital
  • Investment Management
  • Family Office Services
  • Family Owned Businesses

Declaration Partners LP

New York, NY | Single family office | Founded 2017

Declaration Partners is a private investment firm anchored by a family office and investing on behalf of family offices and institutional investors. Its strategies include growth equity, real estate, seeding and other opportunistic investments.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Real Estate, Funds
Wealth source
Not stated
  • Growth Equity
  • Real Estate
  • Seeding
  • Opportunistic Strategies

Mousse Partners Limited

New York, NY | Single family office | Founded 1991

Mousse Partners is a single-family office that invests across a range of asset classes through funds and direct company investments. It provides sector knowledge and long-term capital to its partners.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Public Equities, Hedge Funds, Funds
Wealth source
Wertheimer family; Chanel
  • Private Equity
  • Venture Capital
  • Real Assets
  • Equities
  • Hedge Funds

PCG Investments

Loosdrecht, Netherlands | Single family office | Founded 2013

PCG Investments is a single-family office that invests in commercial properties, social impact initiatives, and companies and funds. Its property activity includes owning, developing, and renting commercial real estate.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Private Equity, Private Credit, Funds
Wealth source
Not stated
  • Commercial Real Estate
  • Social Impact Investing
  • Venture Capital
  • Private Equity
  • Philanthropy

Videos for this list

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Alternative Investment, Hedge Fund, & Exotic Investment Private Investor Mandate InterviewAn interview about a private investor mandate spanning alternative investments, hedge funds, and exotic investments. It outlines the investment areas under consideration.
Video thumbnail: Diversified Commercial Real Estate Investor Mandate Interview
Diversified Commercial Real Estate Investor Mandate InterviewAn interview about an investor mandate focused on diversified commercial real estate.

Coverage 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

Does an empty page mean no family office writes checks under $1 million?

No. It means this database screen has no listed matches. Some offices may invest at this level but lack public evidence, may be categorized differently, or may not appear in the research set. Use a broader search and verify each office’s current mandate before relying on a check-size assumption.

Why might an office with a smaller check size not appear?

The office may not publish check-size information, or its investment activity may not be documented in the profile fields used for this screen. It could also fall under a different stage, transaction, or investment category. Absence from this page is not evidence that an office would decline a proposal.

What information does this page provide?

There are no firm profiles or geography details to inspect on this page. The list angle is under $1 million, but no AUM or firm-type counts are reported. Public list pages show firm-level fields when available, while contact details are withheld from the free page.

How should I approach family offices for a smaller raise?

Define the amount, instrument, stage, use of funds, and location before building a prospect list. Look for evidence that an office invests at a comparable scale and follows a compatible process. A tailored, concise note and a clear rationale for fit are more useful than sending the same materials broadly.

What does the full list add if this page has no matches?

The full list request adds contact data, decision makers, and check size fields to support a wider search across family offices. These fields may help you find relevant prospects outside this narrow screen and assess their fit. They do not guarantee introductions, funding, or investment outcomes.

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