State and sector
This list brings together 9 family offices in Florida with an impact investing angle. The group includes 7 single-family offices and 2 multi-family offices, all based in the United States. Coral Gables has the most listed offices, with 2. The database also records interests across several sectors: real estate appears most often, followed by private equity, retail, technology and energy. These tags offer a starting point for understanding how an office describes its investment activity, but they do not establish that every opportunity it reviews has an impact mandate. Only 2 offices disclose assets under management. The listed offices span founding dates from 1906 to 2018, and 6 were founded after 2010. Founders, fund managers and advisors can use the table to identify potential research leads, then check fit against their own criteria, such as geography, impact objectives, investment stage and capital structure.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
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.
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.
Pakamara Investments is a single family office that manages global assets. Its stated approach centers on diligence, patience, and transparency in managing a multigenerational portfolio.
Kislak Family Office manages customized investment services for the family. The broader organization has a history in real estate, with commercial brokerage activities across investment sales, leasing, and property types.
Soref Family SFO describes its work as impact investing and philanthropy, including regenerative real estate and land development, climate technology, economic development, and media. Its stated interests also include blockchain and community projects.
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.
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.
Laurion Capital Management provides integrated wealth management to business owners, executives, and families, covering investments and their broader financial affairs.
Nickolas Asset Management manages investments for the Nickolas family, with an emphasis on long-term stewardship of businesses and generational continuity.
Cisneros Family Office is a single family office serving the Cisneros family. Its stated areas include digital media, private equity, real estate, technology and social impact.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
340 events hosted since 2007, from summits to small workshops.
Not necessarily. The list identifies offices associated with impact investing through their public profile information. A sector or strategy label is a useful research clue, but it does not confirm an office's current mandate, impact measurement approach or appetite for a particular opportunity. Verify those points directly before treating a profile as a match.
All 9 listed offices are in the United States, and Coral Gables has 2. Other listed locations include Miami Lakes, Palm Beach, St. Petersburg and Weston. The city figures show where offices are based on this page, not the full geographic scope of their investment activity.
Start with a concise explanation of the opportunity, the impact objective and how outcomes are measured. Connect the proposal to the office's recorded investment interests, then state the stage, capital sought and role you are seeking. Treat the profile as a lead for further research, and confirm who reviews proposals and whether the mandate fits before sending detailed materials.
The full list request adds contact data, decision makers and check size fields. Those details can help you move from reviewing public firm-level profiles to identifying the relevant person and assessing whether the investment scale fits your raise or fund. They do not guarantee a response, an introduction or an investment.
No. The recorded interests span real estate, private equity, retail, technology, energy and other sectors. The list's impact angle helps identify relevant research leads, while the other tags provide context about broader interests. Confirm whether impact is central to the office's mandate or one consideration among several.
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