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FamilyOfficeList

State and sector

Florida Family Offices Investing in Private Equity

This list includes 50 family offices based in Florida with private equity interests. It contains 27 single-family offices and 23 multi-family offices. Miami is the most represented city, with 9 offices, followed by Tampa with 6. Private equity is recorded for 44 offices. Real estate appears for 25, venture capital for 20 and hedge funds for 12, alongside interests such as healthcare, fixed income, alternative investments and direct investments. These tags help frame an initial search, but they do not confirm that an office is reviewing deals or funds in a particular segment. Assets under management are disclosed for 25 offices. Founding dates span 1978 to 2026, and 27 offices were founded after 2010. Founders and fund managers can use the table to shortlist profiles, then assess strategy, stage, geography and investment scale against their own needs.

At a glance

  • The list contains 27 single-family offices and 23 multi-family offices.
  • Miami has the most listed offices, with 9, followed by Tampa with 6.
  • Private equity is recorded for 44 offices.
  • Real estate appears as a focus for 25 offices, while venture capital appears for 20.
  • Assets under management are disclosed for 25 offices.

Family office profiles (50)

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

Sunny Isles Beach (1)

CapFund Group

Sunny Isles Beach, FL | Multi-family office | Founded 2011

CapFund Group is a multi-family office and merchant banking firm involved in investments, restructurings, and financings across business transactions, real estate, corporate finance, banking, and healthcare. Its activities include direct investments in public and private companies and debt and equity transactions.

AUM range
Over $20B
Check size
$1M to $5M
Asset classes
Private Equity, Public Equities, Real Estate, Private Credit, Direct Investments
  • Business Transactions
  • Real Estate
  • Corporate Finance
  • Banking
  • Healthcare
  • Restructuring

Tampa (6)

DeBartolo Holdings LLC

Tampa, FL | Single family office | Founded 2002

DeBartolo Holdings manages the diversified businesses and investments of the DeBartolo family. Its activities include real estate development and strategic private equity investments across various industries.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Real Estate
Wealth source
DeBartolo family
  • Private Equity
  • Real Estate Development
  • Sports
  • Philanthropy

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

Liberty Group

Tampa, FL | Single family office | Founded 1980

Liberty Group is a single family office focused on capital diversification and preservation.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Private Equity
Wealth source
Not stated
  • Hospitality Management
  • Hotel Development
  • Real Estate Investment
  • Senior Living Facilities
  • Private Equity
  • Commercial Real Estate

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

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

West Palm Beach (3)

Asena Advisors, LLC

West Palm Beach, FL | Multi-family office | Founded 2010

Asena Advisors provides outsourced multi-family office administration for families, including support for managing family office operations across borders.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Direct Investments, Venture Capital, Real Estate
  • Private Equity
  • Direct Investments
  • Venture Capital
  • Real Estate
  • Cross-Border Investments
  • M&A

Castle Island Family Office

West Palm Beach, FL | Multi-family office | Founded 1998

Castle Island is a multi-family office platform providing public and private investment services, banking, tax and accounting, and cash flow management. It also offers multi-generational planning and asset management.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Public Equities
  • Public Investments
  • Private Investments
  • Banking
  • Tax And Accounting
  • Cash Flow Management
  • Multi-Generational Planning

Esko, Inc.

West Palm Beach, FL | Single family office | Founded 1991

Esko is a single-family office based in West Palm Beach, Florida.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Private Equity, Real Estate
Wealth source
Not stated

Coral Gables (1)

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
  • Healthcare
  • Financial Services
  • Education Technology
  • Consumer Companies

Boca Raton (3)

Amzak Capital Management, LLC

Boca Raton, FL | Single family office

Amzak Capital Management is the private investment firm of the Kazma family, whose wealth originated in the cable television industry. It focuses on private equity, fixed income, real estate, and healthcare, with additional investments in public equity and selected alternatives.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Fixed Income, Real Estate, Public Equities
Wealth source
Kazma family; cable television
  • Private Equity
  • Fixed Income
  • Real Estate
  • Healthcare
  • Public Equity
  • Alternative Investments

Humilis, LLC

Boca Raton, FL | Multi-family office

Humilis is a multi-family office seeking limited partner and direct investments across equity hedge funds, fixed income, private equity, real estate, and venture capital.

AUM range
Under $50M
Check size
Not stated
Asset classes
Hedge Funds, Fixed Income, Private Equity, Real Estate, Venture Capital, Direct Investments
  • Equity Hedge Funds
  • Fixed Income
  • Private Equity
  • Real Estate
  • Venture Capital

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

Winter Park (1)

Prosperity Venture Partners LLC

Winter Park, FL | Single family office | Founded 2002

Prosperity Venture Partners is a single family office and investment holding company that invests directly in asset and wealth management firms, venture capital, private equity, franchises and real estate. It also provides consulting to family offices and financial services businesses.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Direct Investments, Venture Capital, Private Equity, Real Estate
Wealth source
Mayes family; wealth management entrepreneurship
  • Asset Management
  • Wealth Management
  • Venture Capital
  • Private Equity
  • Franchises
  • Real Estate

Naples (3)

Evertern Wealth

Naples, FL | Multi-family office | Founded 2026

Evertern Wealth is an independent multi-family office providing coordinated wealth management services to families, entrepreneurs, and executives. Its services include investment management, tax, estate planning, and governance.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital
  • Alternative Investments
  • Private Equity
  • Venture Capital
  • Tax Planning
  • Estate Planning
  • Governance

Horizon Partners, Ltd.

Naples, FL | Single family office | Founded 1988

Horizon Partners is a private family investment holding company that uses its own capital to acquire and build private companies. It focuses on established businesses with a history of sales and earnings growth.

AUM range
$50M-$250M
Check size
$3 million to $50 million
Asset classes
Private Equity, Direct Investments
Wealth source
Not stated
  • Private Equity

Fifth Avenue Family Office ®

Naples, FL | Multi-family office | Founded 2006

Fifth Avenue Family Office assists families with financial planning, governance and legacy planning. It reviews family assets and coordinates tailored solutions with internal teams and outside professionals.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity, Venture Capital
  • Real Estate
  • Private Equity
  • Venture Capital

Bradenton (1)

Cameron Holdings Corporation

Bradenton, FL | Single family office | Founded 1978

Cameron Holdings is a family office investor that acquires and operates US-based middle-market companies. Its areas of focus include manufacturing, industrial services, and value-added distribution, with a long-term approach to investment and company growth.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Hedge Funds, Direct Investments
Wealth source
Gorguze family
  • Private Equity
  • Hedge Funds
  • Manufacturing
  • Industrial Services
  • Value-Added Distribution

Tequesta (1)

Loxahatchee Capital

Tequesta, FL | Multi-family office | Founded 2025

Loxahatchee Capital is a multi-family office providing wealth planning, investment management, estate and tax strategies, and generational stewardship. Its stated investment areas include private equity, venture capital, hedge funds, alternative investments, and technology.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Hedge Funds
  • Private Equity
  • Venture Capital
  • Hedge Funds
  • Alternative Investments
  • Technology

Miami (9)

Greytown Advisors, Inc.

Miami, FL | Multi-family office | Founded 2012

Greytown Advisors is a registered investment adviser with multi-family office and institutional asset management mandates. It provides investment management, estate and trust planning, family governance, and portfolio monitoring and reporting.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Not stated
  • Investment Management
  • Estate Planning
  • Trust Planning
  • Family Governance
  • Portfolio Monitoring

BigSur Partners, LLC

Miami, FL | Multi-family office | Founded 2007

BigSur Partners is a multi-family office that provides wealth management services to families.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Real Estate
  • Venture Capital
  • Private Equity
  • Real Estate

Element Pointe Advisors, LLC

Miami, FL | Multi-family office | Founded 2016

Element Pointe Advisors is a multi-family office and investment management firm. Its stated areas include asset allocation, private equity, hedge funds, complex credit, estate planning techniques, and hedging strategies.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Private Equity, Hedge Funds, Private Credit
  • Asset Allocation
  • Private Equity
  • Hedge Funds
  • Complex Credit
  • Estate Planning
  • Hedging Strategies

Echo Family Office

Miami, FL | Single family office | Founded 2010

Echo Family Office allocates and raises capital to support its financial objectives. Its stated investment areas include funds, hedge funds, private equity, venture capital, and alternative investments.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Funds, Hedge Funds, Private Equity, Venture Capital
Wealth source
Not stated
  • Funds
  • Hedge Funds
  • Private Equity
  • Venture Capital
  • Alternative Investments

Hoskinson Family Office

Miami, FL | Single family office

Hoskinson Family Office manages a diversified portfolio for the Hoskinson family. Its investments span public equities, private equity, real estate, digital assets, healthcare, and ranching.

AUM range
Under $50M
Check size
Not stated
Asset classes
Public Equities, Private Equity, Real Estate, Digital Assets
Wealth source
Hoskinson family; cryptocurrency and blockchain industry
  • Public Equities
  • Private Equity
  • Real Estate
  • Digital Assets
  • Healthcare
  • Ranching

Caoba Capital Partners

Miami, FL | Single family office | Founded 2017

Caoba Capital Partners is a family office and proprietary investment firm based in South Florida. It invests globally in hedge funds, private equity, venture funds, operating companies, private opportunities and real estate.

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

Moto Capital Group Inc.

Miami, FL | Single family office | Founded 2014

Moto Capital Group is a single-family office using a multi-strategy investment approach informed by research and risk management. Its stated investment areas include private equity, real estate, and fixed income.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate, Fixed Income
Wealth source
Not stated
  • Private Equity
  • Real Estate
  • Fixed Income

CAPLINX LLC

Miami, FL | Multi-family office | Founded 2013

CAPLINX is a multi-family office serving entrepreneurs, high-net-worth individuals, and private companies. Its financing areas include aviation, marine, artwork, collectibles, commercial real estate, securities, private equity, and hedge funds.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity, Hedge Funds, Public Equities
  • Aviation
  • Marine
  • Artwork
  • Collectibles
  • Commercial Real Estate
  • Private Equity

Regarde Familia

Miami, FL | Single family office | Founded 1980

Regarde Familia manages wealth strategy and investment decisions for the Empire Electric and Regarde families. It supports the families' wealth preservation and education objectives.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Fixed Income, Real Estate
Wealth source
Empire Electric and Regarde families
  • Wealth Preservation
  • Family Education

Clearwater (1)

Five Points Family Ventures LLC

Clearwater, FL | Single family office | Founded 2022

Five Points Family Ventures manages assets for the Hawkins family and invests across asset classes, liquidity profiles, and time horizons. It seeks risk-adjusted growth opportunities and may invest alongside other investors.

AUM range
Under $50M
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Funds
Wealth source
Hawkins family
  • Private Equity
  • Venture Capital
  • Real Estate
  • Funds

Dade City (1)

M4 Investing

Dade City, FL | Single family office | Founded 2020

M4 Investing is a private family office managed for the Mitchell family. It holds investments in real estate, equities, and funds, and makes angel investments in technology startups.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Real Estate, Public Equities, Funds, Venture Capital
Wealth source
Not stated
  • Real Estate
  • Equities
  • Funds
  • Technology Startups

Parkland (1)

ZFO

Parkland, FL | Single family office | Founded 2021

ZFO is a South Florida single-family office active in venture capital, private equity, and technology-related investments. Its stated areas also include longevity, mental health, credit, and real estate development in Costa Rica.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Private Credit, Real Estate
Wealth source
Not stated
  • Venture Capital
  • Private Equity
  • Longevity
  • Artificial Intelligence
  • Mental Health
  • Costa Rica Real Estate

St. Petersburg (2)

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

SI Private Capital Management, LLC

St. Petersburg, FL | Single family office | Founded 2023

SI Private Capital is a family office-backed fund manager that provides debt and equity capital to lower middle-market companies. It partners with management teams to support operations, capital structure, and long-term growth.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Private Credit, Venture Capital
Wealth source
Not stated
  • Lower Middle-Market Companies
  • Debt and Equity Capital
  • Southeastern United States
  • Operational Growth

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

New Port Richey (1)

MPI Family Office

New Port Richey, FL | Single family office | Founded 2008

MPI Family Office is a single-family office that originated from a family accounting firm and businesses including diabetic care facilities and real estate investments. It later opened its services to extended family members, other family offices, and entrepreneurs.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Hedge Funds, Real Estate
Wealth source
MPI family; accounting, diabetic care facilities, and real estate businesses
  • Private Equity
  • Venture Capital
  • Hedge Funds
  • Real Estate

Jupiter (1)

Velvet Hammer Capital

Jupiter, FL | Single family office | Founded 2024

Velvet Hammer Capital is an investment and operating platform associated with the Young family. It acquires, invests in and supports the growth of founder-led businesses across industries.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Direct Investments
Wealth source
Young family
  • Founder-Led Businesses
  • Private Equity
  • Venture Capital

Key Biscayne (1)

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
  • Technology
  • Blockchain
  • Artificial Intelligence
  • Deep Technology
  • Space Technology
  • Healthcare

Sarasota (2)

Adi Dassler International Family Office LLC

Sarasota, FL | Multi-family office | Founded 2015

Adi Dassler International Family Office is a privately owned multi-family office founded by descendants of the Dassler family. It provides investment and family office services to families and qualified individuals.

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

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

North Palm Beach (1)

Certuity Family Office

North Palm Beach, FL | Multi-family office | Founded 2003

Certuity is a multifamily office and wealth management firm serving high and ultra-high net worth families. Its family office services support families and businesses within family office structures, including across multiple generations.

AUM range
Not stated
Check size
Not stated
Asset classes
Funds, Hedge Funds, Private Equity, Real Estate
  • Alternative Investments
  • Funds
  • Hedge Funds
  • Private Equity
  • Real Estate

Orlando (1)

Springlake Partners

Orlando, FL | Multi-family office | Founded 2014

Springlake Partners is a multi-family office with operating platforms and investments in real estate, financial services and hospitality. It invests with a long-term perspective and works with companies through active management and partner alignment.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity
  • Real Estate
  • Financial Services
  • Hospitality
  • Agriculture
  • Water
  • AgriTech

Lake Mary (1)

Green Street Trust International

Lake Mary, FL | Multi-family office | Founded 2008

Green Street Trust International is a multi-family office providing wealth management and investment services to business owners and investors. Its activities include mergers and acquisitions, financing, and tax planning.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity, Private Credit, Infrastructure, Hedge Funds
  • Alternative Investments
  • Real Estate
  • Private Equity
  • Credit
  • Infrastructure
  • Absolute Return

Delray Beach (1)

Banyan Family Office LLC

Delray Beach, FL | Single family office | Founded 2024

Banyan Family Office manages investments as an extension of Banyan Group, a real estate investment and development firm. Its portfolio includes real estate and other assets, with services spanning investment management and project planning.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Public Equities, Private Equity, Venture Capital
Wealth source
Not stated
  • Real Estate
  • Residential Property
  • Commercial Property
  • Affordable Housing
  • Hospitality
  • Venture Capital

Miami Beach (2)

W5 Group, LLC

Miami Beach, FL | Single family office | Founded 2009

W5 Group is a single-family office with investment teams in Europe and the United States. It invests across asset classes and capital structures, using an opportunistic approach.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity
Wealth source
Not stated
  • Opportunistic Investing

Archstone Capital Inc.

Miami Beach, FL | Multi-family office | Founded 2014

Archstone Capital is a multi family office that builds diversified portfolios through direct deal sourcing and partnerships with outside managers. Its stated approach emphasizes long-term growth.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity, Venture Capital, Public Equities, Funds
  • Real Estate
  • Residential
  • Commercial
  • Retail
  • Private Equity
  • Technology

Ft Myers (1)

CapStone Holdings Inc.

Ft Myers, FL | Single family office

CapStone Holdings is a private family office focused on technology-based industries and private capital investments. Its portfolio includes investments in cannabis.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate
Wealth source
Not stated
  • Technology
  • Cannabis
  • Real Estate
  • FinTech
  • Private Equity

Lakewood Ranch (1)

Mallitz Investment Group, LLC

Lakewood Ranch, FL | Multi-family office | Founded 2012

Mallitz Investment Group is a multi-family office focused on credit investments in lower middle market companies.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Credit
  • Credit Investments
  • Lower Middle Market

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Questions about this list

Does a private equity focus mean an office is open to new investments?

Not by itself. The focus tag reflects information in the office's public profile, not a commitment to invest or an active mandate. Check whether the office backs direct deals, funds or both, and confirm its preferred stage, geography, sector and timing before treating it as a live prospect.

What kinds of investment interests accompany private equity in these profiles?

Real estate and venture capital are also common recorded interests, followed by hedge funds. The list includes additional tags such as healthcare, fixed income, alternative investments and direct investments. These profile fields help with initial screening, but each office's investment activity should be confirmed independently.

How should I approach an office about a private equity opportunity?

Explain the strategy and opportunity in plain terms, including sector, stage, geography, target size and the role you are seeking. If you are raising a fund, summarize the team's track record and deployment plan. For a company raise, clarify the business model and capital use. Match the note to the office's stated focus and verify its process.

What does requesting the full list add?

The full list includes contact data, decision makers and check size fields. These can help you identify the appropriate person and judge whether the potential investment scale aligns with your raise or fund. The data supports targeted research and outreach, without providing introductions or promising investment outcomes.

How should I interpret the disclosed assets under management figures?

Assets under management are disclosed for 25 of the 50 offices. For the remaining profiles, the field is not disclosed in the list data. A disclosed figure can add context, but it does not indicate how much capital an office can allocate to a particular investment or whether it is available for deployment.

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