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.
DeBruce Companies
Kansas City, MO | Single family office | Founded 2011
DeBruce Companies is a single-family office managing a portfolio that includes private equity and investments across biotech, energy, manufacturing, technology, and real estate. The family wealth originated from an agricultural and grain-trading business.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate
- Wealth source
- DeBruce family; proceeds from the sale of a grain-trading business
SBP Management
New York, NY | Multi-family office | Founded 2011
SBP Management invests across direct funds and co-investments, long/short equity, credit, and special situations. Its target industries include life sciences, technology, financials, consumer products, real estate, industrials, and natural resources.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Private Credit, Public Equities, Funds, Direct Investments
Roystone Management Holdings LLC
New York, NY | Single family office | Founded 2012
Roystone Management Holdings is a single family office that invests in small and medium-sized businesses with established products or services. It considers minority and control positions in companies at growth inflection points.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Direct Investments
- Wealth source
- Not stated
Tarsadia Investments
Newport Beach, CA | Single family office
Tarsadia Investments is a single-family office focused on public and private investment opportunities in healthcare and other growth markets.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity
- Wealth source
- Tarsadia family
Forty Four Holdings, LLC
Palm Beach, FL | Single family office | Founded 2018
Forty Four Holdings is a single-family investment office investing across private and public markets. Its source text describes direct deals and investments across a range of industries and geographies.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Direct Investments, Funds
- Wealth source
- Robbins family; proceeds from investment management
Westcott Industries LLC
Dallas, TX | Single family office | Founded 2019
Westcott Industries is a private investment platform with interests in real estate, technology, energy, finance and consumer services. The family’s business history includes automotive dealerships and companies in automotive services, flowers, communications and venture investments.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Real Estate, Venture Capital, Hedge Funds
- Wealth source
- Westcott family; automotive dealerships and business sales
Alt+J Holdings
Los Angeles, CA | Multi-family office | Founded 2026
Alt+J Holdings is a private investment firm and multi-family office focused on lower middle-market businesses. It invests in companies across services, consumer, and traditional industry sectors through control recapitalizations, founder transitions, carve-outs, special situations, and technology-enabled transformations.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Direct Investments
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
Sawdust Investment Management Corp.
Chicago, IL | Single family office | Founded 2003
Sawdust Investment Management is a US-based single-family office. Its stated investment areas include technology, healthcare-related sectors, retail and real estate.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Private Credit, Hedge Funds, Real Estate
- Wealth source
- Not stated
Montanti Advisory Services, LLC
Boca Raton, FL | Multi-family office | Founded 1969
Montanti Advisory Services is a family office serving business owners and families in Florida and across the United States. It provides financial planning solutions for the needs of businesses and families.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Not stated
Salem Partners Wealth Management LLC
Los Angeles, CA | Multi-family office | Founded 1997
Salem Partners provides customized investment solutions in a multi-family office environment. Its stated areas include media and entertainment, healthcare, life sciences, technology, real estate, and aerospace and defense transactions.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Venture Capital
Murray FO LLC
New York, NY | Multi-family office | Founded 2016
Murray Capital Group is a multi-family office focused on life sciences, technology, and natural resources. It uses fundamental research to build long-term capital appreciation portfolios.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income
Avtar Investments, LLC
Palm Beach Gardens, FL | Single family office
Avtar Investments manages family assets for the Patel family. The family founded a pharmaceutical company and other businesses.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Patel family; pharmaceutical and other businesses
Beacon Capital LLC
New York, NY | Multi-family office | Founded 2010
Beacon Capital is a multi-family office focused on socially responsible investments and deal structuring. Its stated areas of expertise include life sciences and biotechnology, real estate, banking and insurance, and energy.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Infrastructure
NALA Investments, LLC
Los Angeles, CA | Single family office | Founded 1999
NALA Investments is a single-family office with investment interests in communications, transportation, consumer products, real estate, technology and media.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Not stated
Ramsey Financial Group
Houston, TX | Single family office | Founded 1992
Ramsey Financial Group is a Houston-based single-family office that manages the Leo B. Womack Family Trust. It seeks to preserve wealth and invest in long-term opportunities.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Womack family
Clarke Capital Partners
Provo, UT | Single family office | Founded 2001
Clarke Capital Partners is a family office focused on technology-enabled consumer companies. Its principals have founded and led businesses in consumer electronics, home services, healthcare, online insurance comparison and pet health.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Clarke family; proceeds from business exits
N5B Management, LLC
Southlake, TX | Single family office | Founded 2021
N5B Management is the family investment office of the founders of Goosehead Insurance. It invests with partners across sectors and asset classes, with an emphasis on middle-market businesses and generally non-control investments.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Direct Investments
- Wealth source
- Jones family; insurance
Martin Ventures Ltd
Nashville, TN | Single family office | Founded 2009
Martin Ventures is a single-family office investing its own capital in healthcare and technology-enabled businesses. Its stated areas include digital health, healthcare services, value-based care, artificial intelligence and data science.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Venture Capital, Real Estate, Direct Investments
- Wealth source
- Martin family; healthcare
SOJA Ventures LLC
New York, NY | Single family office | Founded 2021
SOJA Ventures is a single-family office investing primarily in technology-focused growth companies. It provides structured debt, alternative credit financing and non-control equity investments to technology and service businesses.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Private Credit, Hedge Funds
- Wealth source
- Swig family
Landmark Family Office
Greenwich, CT | Single family office | Founded 2008
Landmark Angels hosts investor forums where early- and growth-stage companies present to its investor and family office membership. Its forums cover health, emerging technologies, energy and agriculture.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Direct Investments
- Wealth source
- Not stated
Upsher Management Company
New York, NY | Single family office | Founded 2002
Upsher Management Company is a single-family office with a family legacy in healthcare as operators, clinicians, and investors.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Upsher family; healthcare
Emerson Collective, LLC
Palo Alto, CA | Single family office | Founded 2011
Emerson Collective is a single-family office and impact investment company that invests and gives through venture capital, philanthropy, advocacy, and media. Its work focuses on education and economic mobility, immigration, energy, and the environment.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Venture Capital
- Wealth source
- Powell Jobs family
Sunstone Family Office
Boca Raton, FL | Multi-family office
Sunstone Family Office provides administrative and wealth management services to individuals, families, businesses, and family offices. Its services include strategic guidance tailored to clients’ circumstances and priorities.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Felpel Ventures
New York, NY | Single family office | Founded 2019
Felpel Ventures is the U.S.-based investment arm of a family office, backing early-stage and growth companies. Its stated areas include healthcare, technology, biotechnology, and digital therapeutics.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Venture Capital
- Wealth source
- Not stated
LIG Capital US
Los Angeles, CA | Single family office
LIG Capital US is a single family office investing in liquid strategies, deep technology venture capital, and mid-market buyouts. Its areas of interest include climate technology, semiconductors, biotechnology, defence, and other emerging technologies.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Hedge Funds, Private Credit, Venture Capital, Private Equity, Digital Assets, Funds
- Wealth source
- Not stated
One One Five Group of Companies
Fort Lauderdale, FL | Single family office | Founded 2015
One One Five Group is a single family office headquartered in Fort Lauderdale, Florida. Its investment areas include real estate, fintech, health technology, biotechnology, and industrial sectors, from seed-stage funding to pre-IPO opportunities.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate
- Wealth source
- Not stated
JSJ Investments Inc.
Houston, TX | Single family office | Founded 2004
JSJ Investments is a Texas single-family office that invests in small and mid-cap businesses, including private placements, secondary offerings, and IPOs. Its portfolio includes public and private companies across North America, Europe, and other regions.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Direct Investments
- Wealth source
- Not stated
T&J Brothers Group, LLC
Brea, CA | Multi-family office | Founded 2019
T&J Brothers Group is a multi-family office that considers private and public investments across several sectors. Its investment approach includes environmental, social, and governance criteria.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Public Equities, Real Estate, Direct Investments
Aceana Group
Key Biscayne, FL | Single family office | Founded 2006
Aceana Group is a single-family office that invests in private markets, with activity across funds, direct investments, and co-investments. Its stated areas include venture capital, private equity, real estate, and infrastructure, with a focus on technology-driven companies and strategies.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Venture Capital, Private Equity, Real Estate, Infrastructure, Funds, Direct Investments
- Wealth source
- Not stated
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
Rosenbaum Family Office
Lakewood, NJ | Single family office | Founded 2014
Rosenbaum Family Office is the single-family office for the Rosenbaum family.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Rosenbaum family