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.
UMANA
San Francisco, CA | Multi-family office | Founded 2018
UMANA is a multi-family office serving technology entrepreneurs and other clients. Its model uses equity and carried interest, and its stated client net worth range is $1 million to $100 million.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Venture Capital, Private Equity, Direct Investments
Chapman Office
Los Angeles, CA | Single family office
Chapman Office is a single-family office that invests across asset classes. Its stated areas include technology, logistics, beauty, fashion, health, and medical cannabis.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Not stated
ZFO
Parkland, FL | Single family office | Founded 2021
ZFO is a South Florida single-family office active in venture capital, private equity, and technology-related investments. Its stated areas also include longevity, mental health, credit, and real estate development in Costa Rica.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Private Credit, Real Estate
- Wealth source
- Not stated
Anderson Investments
Oklahoma City, OK | Single family office | Founded 1920
Anderson Investments is a family office whose wealth originated in oil. The family invests across energy, healthcare, film and television, technology, real estate, and cannabis.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Anderson family; proceeds from an oil business
Cliintel Capital
Greenwood Village, CO | Single family office | Founded 2015
Cliintel Capital is a single-family office for the Batenburg family and a venture capital firm. It invests across business categories, including emerging markets, and provides funding and strategic guidance to portfolio companies.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Venture Capital
- Wealth source
- Batenburg family
Mehta Ventures Family Office Investments
La Habra, CA | Single family office | Founded 2018
Mehta Ventures is a single-family office investing in startups and other opportunities across estate, cryptocurrency, blockchain, technology, logistics and cannabis. It provides venture capital for early-stage businesses and funding for later-stage ventures.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Venture Capital, Digital Assets
- Wealth source
- Not stated
SGG World, LLC / Sokol Family Office
San Ramon, CA | Single family office | Founded 2006
Sokol Family Office manages investment allocations across the Americas. Its stated areas include technology, blockchain, mining, oil and gas, and cannabis.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Digital Assets, Direct Investments
- Wealth source
- Not stated
Big Plan Holdings
Nashville, TN | Single family office
Big Plan Holdings is a diversified investment portfolio owned and operated by the Joseph family. Its holdings span cannabis, real estate, music and entertainment, film, professional sports, fashion, hospitality, and philanthropy.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Joseph family
CapStone Holdings Inc.
Ft Myers, FL | Single family office
CapStone Holdings is a private family office focused on technology-based industries and private capital investments. Its portfolio includes investments in cannabis.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate
- Wealth source
- Not stated
Stable Road Capital
Paia, HI | Single family office | Founded 2017
Stable Road Capital is a single-family office that invests in operating businesses, assets, and funds. Its investment approach considers capital preservation, current yield, and risk-adjusted returns.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Private Credit, Private Equity, Real Estate, Venture Capital, Hedge Funds
- Wealth source
- Not stated
Batu Capital Management LLC
New York, NY | Multi-family office | Founded 2018
Batu Capital is a multi-family office investing in technologies and businesses at late-stage or pre-IPO phases. Its stated areas include venture capital, real estate, crypto, cannabis, and consumer services.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Venture Capital, Real Estate, Digital Assets
BIMA Capital, LLC
New York, NY | Single family office | Founded 2016
BIMA Capital is an extension of a single-family office that invests in small-cap and micro-cap public and private companies. Its stated areas include innovative technology, life sciences, biotechnology, medical cannabis, energy and natural resources.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Public Equities
- Wealth source
- Not stated
The Zittman Family Office (ZFO)
New York, NY | Single family office | Founded 2020
The Zittman Family Office manages direct and fund investments across private and public markets. Its stated focus areas include cannabis, psychedelics, biotechnology, longevity, artificial intelligence, crypto, and real estate.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Direct Investments, Funds, Public Equities, Digital Assets, Real Estate
- Wealth source
- Not stated
LMT Investments LLC
Miami Beach, FL | Single family office | Founded 2011
LMT Investments is a family office investment vehicle. Its targeted investments include real estate, private equity, credit, and startup companies.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Private Credit, Venture Capital
- Wealth source
- Tannenbaum family