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
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
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
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
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
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
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
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
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
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
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
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
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
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
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