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Florida Family Offices Investing in Energy

This list covers 20 Florida family offices with a stated energy investment focus. It includes 14 single family offices and 6 multi family offices. The listed locations include Boca Raton, Palm Beach, Jupiter, Miami and West Palm Beach, with no one city accounting for more than 3 offices in the profiles on this page. Energy is a stated focus for 8 offices. Related interests in the profiles include real estate, manufacturing, venture capital, private equity and energy infrastructure. AUM is disclosed for 9 offices, so the available scale information varies across the set. The page can help business owners, fund managers and advisors identify firms for additional research, but a broad energy label may cover different assets and investment approaches. Review each profile’s public information and look for a clear connection to your proposal before making contact.

At a glance

  • The list contains 14 single family offices and 6 multi family offices.
  • Boca Raton has 3 listed offices.
  • Energy is a stated focus for 8 offices.
  • AUM is disclosed for 9 offices.

Family office profiles (20)

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.

Miami Beach (1)

JAWS Estates Capital, LLC

Miami Beach, FL | Single family office | Founded 1991

JAWS Estates Capital is the family office associated with the Sternlicht family. Its stated investment areas include global real estate, hotel management, oil and gas, and energy infrastructure.

AUM range
Over $20B
Check size
Not stated
Asset classes
Real Estate, Infrastructure
Wealth source
Sternlicht family; investment and business activities in real estate, hotel management, oil and gas, and energy infrastructure
  • Global Real Estate
  • Hotel Management
  • Oil And Gas
  • Energy Infrastructure
  • Private Alternative Investments

Palm Beach (2)

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
  • Public Equities
  • Private Direct Deals
  • Enterprise Software
  • Financial Services
  • Healthcare Services
  • Industrials

Zarro Family Office

Palm Beach, FL | Single family office | Founded 2022

Zarro Family Office is a single-family office focused on private markets investments. Its stated areas include private equity, energy sector analysis, and investment banking.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity
Wealth source
Not stated
  • Private Equity

Coral Gables (1)

Corallum

Coral Gables, FL | Single family office | Founded 2001

Corallum is a single-family office with interests in the energy, marine, and renewable energy industries.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Infrastructure, Direct Investments
Wealth source
Not stated
  • Energy
  • Renewables
  • Marine
  • Project Finance
  • Capital Markets
  • Cross-Border Finance

Jupiter (2)

Avestix Group

Jupiter, FL | Multi-family office | Founded 2017

Avestix Group is a woman-owned fund management firm and multi-family office that provides wealth architecture and alternative asset management. Its investment areas include commercial real estate and emerging technologies such as artificial intelligence and blockchain.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Public Equities, Digital Assets
  • Commercial Real Estate
  • Venture Capital
  • Public Equities
  • Digital Assets
  • Artificial Intelligence
  • Blockchain

Trog Hawley Capital, LLC

Jupiter, FL | Single family office | Founded 2012

Trog Hawley Capital is a single-family office that invests in companies from seed to pre-IPO stages and provides capital and strategic involvement. Its areas include data, cybersecurity, energy infrastructure, financial technology, gaming, and health technology.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Infrastructure
Wealth source
Not stated
  • Big Data
  • Cybersecurity
  • Energy Infrastructure
  • Financial Technology
  • Gaming
  • Health Technology

Miami (2)

Ligo Partners LLC

Miami, FL | Single family office | Founded 2019

Ligo Partners is a single-family office investing alongside a consortium of investors in technology-focused opportunities. Its deal flow is sourced from family offices and venture capital firms.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Venture Capital
Wealth source
Not stated
  • DeepTech
  • Software
  • FinTech
  • Digital Health
  • ClimateTech
  • Artificial Intelligence

ASK Family Office

Miami, FL | Single family office

ASK Family Office is a single-family office seeking purpose-driven investment opportunities in energy and venture capital.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital
Wealth source
Not stated
  • Energy
  • Venture Capital

Boca Raton (3)

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

The Strand Partners

Boca Raton, FL | Single family office | Founded 2010

The Strand Partners is the single-family office of the Powers family.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity, Venture Capital, Funds
Wealth source
Powers family
  • Real Estate
  • Private Equity
  • Venture Capital
  • Metals and Mining
  • Energy
  • Emerging Managers

Alta Mara Capital, LLC

Boca Raton, FL | Single family office | Founded 2022

Alta Mara Capital manages the Rabil family's capital, with a primary investment focus on real estate. Its stated areas also include energy infrastructure and oil and gas.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Infrastructure
Wealth source
Rabil family
  • Real Estate
  • Energy Infrastructure
  • Oil And Gas

Lake Worth (1)

Cottonwood Acquisitions, LLC

Lake Worth, FL | Single family office | Founded 2010

Cottonwood Acquisitions is a family office partnership that invests in small and mid-sized businesses. It partners with management teams with a long-term investment horizon.

AUM range
Under $50M
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Small and Mid-Sized Businesses
  • Business Acquisitions

West Palm Beach (2)

Confidential Single Family Office

West Palm Beach, FL | Single family office | Founded 1989

The office provides accounting oversight and related functions for a single family office and venture capital firm. Its stated interests include startups, oil and gas, staffing, information technology, and manufacturing.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Venture Capital, Direct Investments
Wealth source
Not stated
  • Startups
  • Oil and Gas
  • Staffing
  • Information Technology
  • Manufacturing
  • Venture Capital

Gonzalez Family Office

West Palm Beach, FL | Single family office | Founded 2014

Gonzalez Family Office manages investments for the Gonzalez family, including direct real estate and alternative investments. Its activities include multifamily housing and mixed-use office and retail properties, alongside operating businesses in specialty engineering tax services.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Direct Investments
Wealth source
Gonzalez family; specialty engineering tax services
  • Specialty Engineering Tax
  • Direct Real Estate
  • Alternative Investments
  • Multifamily Housing
  • Mixed-Use Properties

Tampa (1)

Athlon Family Office

Tampa, FL | Multi-family office | Founded 2020

Athlon Family Office provides investment and wealth solutions for athletes, entertainers and families. Its stated investment pillars include private equity, trade finance, hedge funds, sports and education.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Private Credit, Hedge Funds, Direct Investments
  • Private Equity
  • Trade Finance
  • Hedge Funds
  • Sports
  • Education
  • Athlete Financial Literacy

St. Petersburg (1)

Ballast Point Capital, LLC

St. Petersburg, FL | Single family office | Founded 2014

Ballast Point Capital is a single-family office managing investments for the Theofilos family. Its allocations span public and private equities, fixed income, commodities, derivatives, alternative investments, and real estate.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Public Equities, Fixed Income, Commodities, Real Estate
Wealth source
Theofilos family
  • Public Equity
  • Private Equity
  • Technology
  • Energy
  • Manufacturing
  • Real Estate

Fort Lauderdale (2)

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
  • Real Estate
  • Fintech
  • Health Technology
  • Biotechnology
  • Industrial Sectors
  • Early-Stage Companies

Corient Holdings Inc.

Fort Lauderdale, FL | Multi-family office

Corient is a multi-family office serving individuals, families, and businesses. Its stated investment areas include fixed income, equities, private equity, private real estate, private credit, and hedge funds.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate, Private Credit, Hedge Funds, Public Equities, Fixed Income
  • Cash Management
  • Fixed Income
  • Equities
  • Private Equity
  • Private Real Estate
  • Private Credit

Weston (1)

Bremen Capital Group, Inc.

Weston, FL | Multi-family office | Founded 2013

Bremen Capital Group is a multi-family office with origins in Central America and experience across several industries. It partners with families on investments in privately held companies and provides investment, planning, administrative, and lifestyle services.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments, Real Estate
  • Telecommunications
  • Food Industry
  • Printing And Packaging
  • Energy
  • Real Estate
  • Impact Investing

Casselberry (1)

Avanti Capital

Casselberry, FL | Multi-family office | Founded 2026

Avanti Capital is a multi-generational family office investing in real estate, green energy, and high-growth businesses.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate
  • Private Equity
  • Real Estate
  • Green Energy
  • High-Growth Businesses
  • Technology
  • Energy

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Florida Based Angel Investor Mandate InterviewAn interview about an investor mandate for an angel investor based in Florida.
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Florida Based Private Investor Mandate InterviewAn interview about an investor mandate for a private investor based in Florida.

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Questions about this list

How many Florida family offices are on the energy list?

There are 20 listed family offices with a stated energy investment focus. The set includes 14 single family offices and 6 multi family offices. The table provides public firm-level information for initial research; it does not establish that every office is actively seeking energy investments.

Which locations are represented?

The listed city data includes Boca Raton, Palm Beach, Jupiter, Miami and West Palm Beach. Boca Raton has 3 listed offices, while each of the other named cities has 2. These counts describe the offices included on this page.

What kinds of interests appear alongside energy?

Profiles may also list real estate, manufacturing, venture capital, private equity, fintech, energy infrastructure or technology. Energy is recorded as a focus for 8 offices. The range of additional interests is a reason to review individual firm profiles rather than infer a specific investment mandate from the page title.

How should I approach an office about an energy opportunity?

Check its profile for relevant interests and prepare a brief explanation of the asset, business or fund, the investment sought and why it may fit. Make the proposed role and key terms easy to understand. Contact details are not provided on the free page, so use the full list if you need contact and decision maker fields.

What extra fields are included in the full list?

The full list adds contact data, decision makers and check size fields. These can help you research the right office and plan a more relevant enquiry. Requesting the information does not provide introductions or promise investment, funding or any other result.

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