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
Iconiq Capital, LLC
San Francisco, CA | Multi-family office | Founded 2011
Iconiq Capital is a global multi family office operating as an independent registered investment adviser.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate
IEQ Capital Family Office
San Francisco, CA | Multi-family office | Founded 2019
IEQ Capital is an independent wealth management firm with a multi-family office offering. It helps families coordinate investment strategies and related services tailored to their needs.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Private Equity, Public Equities, Fixed Income, Real Estate
Sagard Holdings
New York, NY | Multi-family office | Founded 2025
Sagard Wealth provides wealth management and family office services to individuals, families, and foundations. Sagard invests across venture capital, private equity, private credit, and real estate.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Venture Capital, Private Equity, Private Credit, Real Estate
Bayshore Global Management LLC
Palo Alto, CA | Single family office | Founded 2006
Bayshore Global Management is a single-family office established in 2006. Its stated areas of interest are technology and startups.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Venture Capital
- Wealth source
- Brin family; technology
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
Chevy Chase Trust Company
Bethesda, MD | Multi-family office | Founded 1999
Chevy Chase Trust is an independent investment management firm providing investment management, estate planning, and financial planning services. Its stated investment areas include long-term equity and fixed income, as well as molecular medicine and genomic sequencing technology.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income
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
Premji Invest
Menlo Park, CA | Single family office | Founded 2006
Premji Invest is the investment arm of the Premji family, investing in private equity, venture capital, and public markets. Its stated sector interests include technology, financial services, and consumer businesses.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Public Equities
- Wealth source
- Premji family; proceeds from Wipro
Patel Family Office LLC
Frisco, TX | Single family office | Founded 1955
Patel Family Office is a privately held family office with a history in hospitality and hotel development, ownership and management. Its investments also include multifamily housing, healthcare, technology, finance, education, media and entertainment.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Real Estate, Venture Capital
- Wealth source
- Patel family; hospitality and hotel businesses
Simon Quick Advisors, LLC
Morristown, NJ | Multi-family office | Founded 2004
Simon Quick Advisors is an independent wealth management and multi-family office firm serving individuals and families across the United States. Its stated areas include equities, fixed income, alternative investments, cash, venture capital, private equity, real estate and private credit.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Venture Capital, Private Equity, Real Estate, Private Credit
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
TwinFocus Capital Partners, LLC
Boston, MA | Multi-family office | Founded 2006
TwinFocus Capital Partners is a multi-family office providing investment and family office management services to individuals and families.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Not stated
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
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
Dunes Point Capital, LLC
Rye, NY | Single family office | Founded 2013
Dunes Point Capital is a family office and private investment firm pursuing control transactions in general industrial and business services sectors. Its investment approach emphasizes organic growth and operational transformation.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity
- Wealth source
- Not stated
Beamonte Investments
New York, NY | Single family office | Founded 2000
Beamonte Investments is a single-family office based in Boston with operations in Latin America. It identifies investment opportunities across industries and markets.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
- Wealth source
- Not stated
Cherng Family Trust
Pasadena, CA | Single family office | Founded 2001
Cherng Family Trust is the investment office of the Cherng family, founders of Panda Express and Panda Restaurant Group. It invests directly and through funds across industries and manages a real estate portfolio.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Funds, Direct Investments
- Wealth source
- Cherng family; restaurant business
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
The Stephens Group, LLC
Little Rock, AR | Single family office | Founded 1933
The Stephens Group is a single family office that invests the capital of the Stephens and Campbell families. It focuses on long-term ownership of businesses, including industrial products and services and specialty distribution.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Direct Investments
- Wealth source
- Stephens and Campbell families; energy and financial businesses
Silver Rock Capital Partners, LP
New York, NY | Single family office
Silver Rock Capital Partners is an alternative credit asset manager and family office firm originating from the Milken family office.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Credit
- Wealth source
- Milken family
Concentric Equity Partners
Chicago, IL | Multi-family office
Concentric Equity Partners is the direct investing arm of Financial Investments Corporation, a Chicago-based family office serving the Steans family and aligned partners. It invests in middle-market companies and provides strategic, operational, and industry support.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate
Wildcat Capital Management
New York, NY | Single family office | Founded 2011
Wildcat Capital Management is a family office associated with the Bonderman family.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate
- Wealth source
- Bonderman family
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
Willoughby Capital Holdings, LLC
New York, NY | Single family office | Founded 2009
Willoughby Capital Holdings is a United States-based family office that makes private investments.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Direct Investments
- Wealth source
- Not stated
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
M3 Family Office LLC
Boston, MA | Multi-family office | Founded 2013
M3 Family Office serves private equity professionals, their families, and other high-net-worth individuals. Its services include investment management, asset allocation, tax and estate planning, and coordination of cash flows and capital calls.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Public Equities, Digital Assets