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.
Hightower Family Office
Chicago, IL | Multi-family office | Founded 2007
Hightower Family Office coordinates wealth management services for families, entrepreneurs and business owners. Its work spans investment decisions, tax and estate planning, philanthropy and family governance.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Private Equity, Venture Capital, Real Estate, Private Credit
Bessemer Trust
New York, NY | Multi-family office | Founded 1907
Bessemer Trust is a privately owned, independent multi-family office serving individuals and families with substantial wealth. Its stated investment areas include equities, fixed income, credit, commodities, currencies and hedge funds.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Private Credit, Commodities, Hedge Funds
Patriarch Partners, LLC
New York, NY | Single family office | Founded 2000
Patriarch Partners is a family office and private investment firm that acquires and restructures companies, with a focus on undervalued American brands and business operations.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Venture Capital, Hedge Funds
- Wealth source
- Not stated
AlTi Tiedemann Global
New York, NY | Multi-family office | Founded 1999
AlTi Tiedemann Global is a multi-family office and wealth management firm serving families, family offices, foundations, and institutions. Its services include investment management, advisory, trust, administrative, and family office support.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Private Equity, Private Credit, Hedge Funds, Real Estate
Orchard Holdings Group, LLC
Cincinnati, OH | Single family office | Founded 2005
Orchard Holdings Group is a private investment firm that invests family capital in businesses with potential for long-term value creation. It partners with management teams to build businesses over time.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Private Equity, Funds
- Wealth source
- Not stated
Archegos Capital Management, LP
New York, NY | Single family office
Archegos Capital Management is a family office that manages the wealth of the Hwang family.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Hedge Funds
- Wealth source
- Hwang family
Silvercrest Asset Management Group LLC
New York, NY | Multi-family office | Founded 2002
Silvercrest Asset Management Group is an independent investment advisor providing asset management and family office services to families and select institutional investors. Its approach includes portfolio construction, risk management, and diversification.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Funds, Hedge Funds, Private Equity
Berman Capital Advisors, LLC
Atlanta, GA | Multi-family office | Founded 2010
Berman Investment Advisors is a multi-family office providing wealth management and support with asset transfers, beneficiary education, and tax planning. It coordinates with legal and financial professionals on these matters.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Public Equities, Funds
Oxford Financial Group, Ltd.
Indianapolis, IN | Multi-family office | Founded 1981
Oxford Financial Group is a multi-family office and independent wealth management firm serving families and institutions. It provides estate planning advice and investment strategies, with expertise in alternative investments and private equity.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Private Equity, Hedge Funds
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
LDJ Capital Multi-Family Office
New York, NY | Multi-family office | Founded 2005
LDJ Capital Multi-Family Office provides advice and services to families and individuals. Its stated areas span private equity, venture capital, real estate, public markets, commodities, technology, media, and consumer sectors.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Public Equities, Hedge Funds, Commodities
Rockefeller Capital Management
New York, NY | Multi-family office | Founded 2018
Rockefeller Capital Management provides family office, wealth management, asset management and strategic advisory services to individuals, families, institutions and corporations. The firm launched following the acquisition of the Rockefeller family private investment office.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Private Equity, Funds
Veritable LP
Newtown Square, PA | Multi-family office | Founded 1986
Veritable LP is a multi-family office and investment advisory firm providing integrated investment solutions for families. Its stated investment areas include public markets, private equity, real estate, and alternative investments.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Hedge Funds, Private Equity, Real Estate, Funds
L Investments
New York, NY | Single family office | Founded 1999
L Investments is a single-family office with a portfolio of public and private equity.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Hedge Funds
- Wealth source
- Not stated
Kensington Investment Company, Inc.
Boston, MA | Single family office | Founded 1983
Kensington Investment Company is the family office of the Lewis family. Its investments include real estate in New England and Utah, direct investments in private companies, and private equity and venture capital funds.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Real Estate, Direct Investments, Private Equity, Venture Capital, Funds
- Wealth source
- Not stated
Ehrenkranz Partners L.P.
New York, NY | Multi-family office | Founded 1966
Ehrenkranz Partners is a multi-family office and wealth management firm that advises families on financial matters. It invests across asset classes and market cycles.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Funds
Arlington Family Offices
Birmingham, AL | Multi-family office | Founded 1998
Arlington Family Offices is a multi-client family office serving families in the United States and Europe. It provides guidance on wealth planning and intergenerational wealth management, and its stated investment approach uses fund-of-funds strategies.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Funds
Baker Street Advisors Group, LLC Family Wealth Management
San Francisco, CA | Multi-family office | Founded 2003
Baker Street Advisors Group provides wealth management services to families and individuals. Its stated investment areas include hedge funds, private equity and alternative investments.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Hedge Funds, Private Equity
CH Investment Partners
Dallas, TX | Multi-family office | Founded 2011
CH Investment Partners advises ultra-high-net-worth families and develops customized investment portfolios. Its stated areas include global equities, hedge funds, private equity, direct investments, real estate, and fixed income.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Public Equities, Hedge Funds, Private Equity, Direct Investments, Real Estate, Fixed Income
Jordan Park Group, LLC
San Francisco, CA | Multi-family office | Founded 2017
Jordan Park Group is a multi-family office serving families, foundations, and related institutions. Its stated investment areas include private equity, mergers and acquisitions, oil and gas, real estate, venture capital, and hedge funds.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Venture Capital, Hedge Funds
1888 Investments, LLC
Wichita, KS | Single family office | Founded 2015
1888 Investments is the investment arm of the Koch family office and manages portfolios that include third-party and affiliated funds, direct investments, and legacy holdings. Its strategies span public markets, hedge funds, private equity, real estate, cash, and short-duration fixed income.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Public Equities, Hedge Funds, Private Equity, Real Estate, Fixed Income, Direct Investments, Funds
- Wealth source
- Koch family; wealth from Koch Industries
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
Sentinel Trust Company
Houston, TX | Multi-family office | Founded 1997
Sentinel Trust Company serves high-net-worth families with trust and investment services. Its stated investment areas include fixed income, hedge funds, private equity, public equities, and real estate.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Fixed Income, Hedge Funds, Private Equity, Public Equities, Real Estate
Council Ring Capital
Northbrook, IL | Single family office | Founded 2021
Council Ring Capital is an investment firm affiliated with a single family. It invests in publicly traded and privately held companies, sponsor-backed businesses and third-party investment funds.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Funds
- Wealth source
- Not stated
Paris-Roubaix Group
San Francisco, CA | Single family office | Founded 2012
Paris-Roubaix Group is a single-family office with investments and operating companies across multiple continents. It makes direct investments and allocates to private equity opportunities and industrial operating companies.
- AUM range
- $5B-$20B
- Check size
- $25M
- Asset classes
- Private Equity, Venture Capital, Direct Investments, Digital Assets, Funds
- Wealth source
- Not stated
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
Jumana Capital
Houston, TX | Single family office | Founded 2018
Jumana is a single family office that partners with entrepreneur-led companies using flexible, long-term capital. Its stated areas span private equity, energy, telecommunications, retail, business services, healthcare, manufacturing, and technology.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Infrastructure, Funds
- Wealth source
- Not stated
Permanens Capital Partners
New York, NY | Multi-family office | Founded 2011
Permanens Capital Partners is a multi-family office based in New York. Its stated investment areas include long-only equities, private equity, hedge funds, and alternative investments.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Public Equities, Hedge Funds