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Florida Family Offices Investing in Private Credit

This Florida list covers 10 family offices with private credit interests. It is evenly split between 5 single-family offices and 5 multi-family offices, and none of the records are nearby additions. Tampa is the most represented city, with 4 offices, followed by Boca Raton with 2. Private credit appears as a recorded focus for 6 offices, while private equity appears for 9 and real estate for 5. Other recorded interests include venture capital, hedge funds, fund investments and healthcare. The profiles can help fund managers, business owners and advisors map potential research leads, but a listed focus does not establish a current mandate or willingness to review a specific transaction. Assets under management are disclosed for 3 offices. The listed founding dates range from 2001 to 2021, with 4 offices founded after 2010. Use the table as a starting point, then verify fit, investment structure and decision process.

At a glance

  • The list has 5 single-family offices and 5 multi-family offices.
  • Tampa has the most listed offices, with 4.
  • Private credit appears as a recorded focus for 6 offices.
  • Private equity is recorded for 9 offices.
  • Assets under management are disclosed for 3 offices.

Family office profiles (10)

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.

Hallandale Beach (1)

Ovadiya Aharonoff Multi-Family Office LLC

Hallandale Beach, FL | Multi-family office | Founded 2011

Ovadiya Aharonoff Multi-Family Office is a multi family office and merchant banking organization investing directly in public and private companies and assets. Its activities span corporate finance, real estate, healthcare, restructuring, and specialized financing.

AUM range
Over $20B
Check size
Not stated
Asset classes
Public Equities, Private Equity, Private Credit, Real Estate, Direct Investments, Digital Assets
  • Public Equity
  • Private Equity
  • Private Credit
  • Direct Lending
  • Real Estate
  • Healthcare

Tampa (4)

Questmont Virtual Family Office, LLC

Tampa, FL | Multi-family office | Founded 2013

Questmont Virtual Family Office is a multi-family office serving business owners, entrepreneurs, and families. It coordinates wealth, business, investment, tax, estate, and succession planning.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Hedge Funds, Private Equity, Private Credit, Real Estate
  • ETFs
  • Mutual Funds
  • Individual Equities
  • Fixed Income
  • Private Securities
  • Hedge Funds

Bayshore Capital Advisors LLC

Tampa, FL | Multi-family office | Founded 2001

Bayshore Capital Advisors is a multi-family office providing investment strategies and seeking investment opportunities through a global network.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Credit, Private Equity, Venture Capital, Infrastructure, Real Estate
  • Private Debt
  • Private Equity
  • Venture Capital
  • Infrastructure
  • Real Estate

Third Lake Capital, LLC

Tampa, FL | Single family office | Founded 2013

Third Lake Capital manages capital for a family whose wealth comes from ownership of a privately held company. Its investment activities include private equity, direct real estate, and selected investments with third-party private equity, private debt, and hedge fund managers.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate, Private Credit, Hedge Funds, Direct Investments, Funds
Wealth source
Proceeds from a privately held company
  • Private Equity
  • Real Estate
  • Private Credit
  • Hedge Funds
  • Industrial
  • Healthcare

Hestia Holdings, LLC

Tampa, FL | Single family office | Founded 2021

Hestia Holdings is a private investment vehicle focused on opportunistic investments in real estate, pre-IPO opportunities, private credit, and private equity.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Credit, Private Equity
Wealth source
Not stated
  • Real Estate
  • Pre-IPO
  • Private Credit
  • Private Equity

Boca Raton (2)

Ulin & Co. Wealth Management

Boca Raton, FL | Multi-family office | Founded 2002

Ulin & Co. provides wealth management, financial planning, and multi-family office services to individuals, families, and business owners. Its services include portfolio management, retirement, tax, business exit, and estate planning.

AUM range
Not stated
Check size
Not stated
Asset classes
Fixed Income, Public Equities, Private Credit, Private Equity, Real Estate, Funds
  • Municipal Bonds
  • Domestic Equities
  • International Equities
  • Structured Notes
  • Private Credit
  • Private Equity

Scott Holdings LLC

Boca Raton, FL | Single family office | Founded 2008

Scott Holdings is a family office focused on active and passive investments in private and public markets, as well as philanthropic activities.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Private Credit, Public Equities
Wealth source
Not stated
  • Private Investments
  • Public Investments
  • Private Equity
  • Private Credit
  • Healthcare
  • Philanthropy

Fort Lauderdale (1)

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

Sarasota (1)

Antares Single Family Office

Sarasota, FL | Single family office | Founded 2009

Antares Single Family Office manages an investment portfolio with experience across alternative investments, including hedge funds, real estate, private credit, private equity, venture capital and commodities. Its investment activities have included real estate development and land banking.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Hedge Funds, Private Credit, Private Equity, Venture Capital, Commodities
Wealth source
Not stated
  • Real Estate
  • Hedge Funds
  • Private Credit
  • Private Equity
  • Venture Capital
  • Commodities

Miami (1)

Sagar Family Office

Miami, FL | Single family office | Founded 2004

Sagar Family Office allocates to alternative investments, including private funds with specialized strategies and, occasionally, hedge funds. Its stated areas include private credit, secondaries, real assets and cash flow generating businesses.

AUM range
Not stated
Check size
Not stated
Asset classes
Hedge Funds, Private Equity, Private Credit, Real Estate, Funds
Wealth source
Sagar family
  • Alternative Investments
  • Private Credit
  • Secondaries
  • Real Assets
  • Cash Flow Generating Businesses

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

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Questions about this list

Does a private credit focus confirm an office is actively making loans?

No. The recorded focus signals an association with private credit in the public profile, but it does not confirm current activity, available capital, preferred instruments or underwriting criteria. Use the table to identify research leads, then verify whether the office considers the specific lending or credit strategy you have in mind.

What other investment interests appear in this list?

The profiles also record private equity, real estate, venture capital, hedge funds, fund investments, healthcare and ETFs. These categories provide context for each office's stated interests. They should not be read as a complete portfolio or as evidence that every office pursues each listed area.

How should a fund manager or borrower approach these offices?

Be specific about the credit opportunity: describe the borrower or strategy, use of proceeds, structure, collateral or risk controls, and expected return profile. Keep the initial note concise and show why the opportunity matches the office's recorded interests. Confirm the right decision maker and current criteria before sharing sensitive materials.

What does the full list add beyond the free page?

The full list adds contact data, decision makers and check size fields. Those details can help you identify whom to contact and assess whether a potential investment scale is relevant. They support research and outreach planning, but do not provide introductions or promise funding or outcomes.

How much of the list's assets under management information is public?

Assets under management are disclosed for 3 of the 10 offices. For the others, this field is not disclosed in the list data. A missing figure should not be treated as an estimate of an office's size or capacity; use the other public profile fields and verify relevant details directly.

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