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Idaho Family Office List

This page covers three family office profiles based in Idaho and adds 12 nearby profiles to extend the search. The Idaho entries are all multi-family offices, with two in Boise and one in Sandpoint. Their recorded interests include alternative assets, private equity, venture capital, hedge funds and private wealth management. One Idaho profile discloses AUM. For founders and fund managers, the page offers a compact starting point for checking whether local or nearby firms merit further research. Advisors and investors can compare location, office type and stated investment themes, then broaden the search if the initial pool is too narrow. The small number of Idaho profiles limits how much can be inferred about the state as a whole. Stated interests are profile signals, not confirmation of an active mandate or a fit with a particular raise.

At a glance

  • The page contains 3 Idaho profiles and 12 nearby additions.
  • All 3 Idaho profiles are multi-family offices.
  • Boise has 2 listed profiles, and Sandpoint has 1.
  • The listed focus areas are alternative assets, private equity, venture capital, hedge funds and private wealth management.
  • AUM is disclosed for 1 Idaho profile.

Family office profiles (3)

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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.

Boise (2)

The CAPROCK Group

Boise, ID | Multi-family office | Founded 2005

The CAPROCK Group is a multi-family office that provides financial solutions and wealth management services to client families. Its services include investment advice and support for preserving and growing family wealth.

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

Buffington Mohr McNeal

Boise, ID | Multi-family office | Founded 1998

Buffington Mohr McNeal is an investment adviser and multi-family office based in Boise, Idaho. It manages client assets for individuals, families, trusts, partnerships, foundations, charitable organizations, corporations, and public institutions.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Investment Management
  • Wealth Management

Sandpoint (1)

Legacy Global Financial Group, Inc.

Sandpoint, ID | Multi-family office | Founded 2017

Legacy Global Financial Group is a multi-family office providing financial and administrative services. Its offerings include business, tax, wealth transfer, accounting, and international planning.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Business Planning
  • Tax Planning
  • Wealth Transfer Planning
  • Accounting
  • Administrative Services
  • International Planning

Also nearby

More family offices from nearby areas.

Orchard Ventures

Salt Lake City, UT | Single family office

Orchard Ventures is a single-family office that invests in businesses and real estate projects through an evergreen structure.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Real Estate, Private Equity, Venture Capital
Wealth source
Not stated
  • Business Buyouts
  • Growth Equity
  • Venture Capital
  • Real Estate

Cowles Company

Spokane, WA | Single family office

Cowles Company is a family-owned enterprise that operates businesses and invests in growth companies. Its activities span media, forestry, real estate, and early-stage growth investments.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Direct Investments
Wealth source
Cowles family; publishing and media businesses
  • Print Media
  • Broadcasting
  • Forestry
  • Real Estate
  • Early-Stage Companies
  • Growth Investments

Kera Capital Partners

Park City, UT | Multi-family office | Founded 2021

Kera Capital Partners is a privately held investment firm and multi-family office providing discretionary wealth management services. Its stated areas include life, liquidity, and risk.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Not stated
  • Life
  • Liquidity
  • Risk

Keiretsu Family Office

Seattle, WA | Multi-family office | Founded 2020

Keiretsu Family Office provides family office structuring services and access to deal flow, resources, and educational content. Its affiliated network and fund partner support angel co-investment and real estate funds.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Venture Capital, Real Estate, Funds
  • Technology
  • Life Sciences
  • Impact Investing
  • Real Estate
  • Blockchain

Ten Eighty LLC

Park City, UT | Single family office | Founded 2018

Ten Eighty is a single family office investment firm focused on alternative assets. Its activities include technical trading in public markets, investments in operating companies and funds, and residential and commercial property investments and development.

AUM range
Under $50M
Check size
Not stated
Asset classes
Public Equities, Private Equity, Real Estate, Funds
Wealth source
Not stated
  • Technical Trading
  • Operating Companies
  • Alternative Funds
  • Residential Real Estate
  • Commercial Real Estate
  • Real Estate Development

Onelin Capital Corporation

Seattle, WA | Single family office | Founded 2015

Onelin Capital Corporation is a multi-asset strategy single family office affiliated with a global investment conglomerate. It invests across venture capital, funds, debt, and real estate, with stated industry interests in real estate, technology, and financial services.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Venture Capital, Funds, Private Credit, Real Estate
Wealth source
Not stated
  • Real Estate
  • Technology
  • Financial Services
  • Venture Capital
  • Funds
  • Debt

Blue Diamond Capital, LLC

Provo, UT | Single family office | Founded 2007

Blue Diamond Capital is a single family office for the Bingham family of Alaska. Its investments include residential development, hospitality, multifamily properties, private equity, and publicly traded securities.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Private Equity, Public Equities
Wealth source
Bingham family
  • Residential Development
  • Hospitality
  • Multifamily Properties
  • Private Equity
  • Publicly Traded Securities

SRS Family Office Partners, LLC

Provo, UT | Multi-family office | Founded 2015

SRS Family Office Partners is a multi-family office providing customized wealth and asset management services for families.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Public Equities, Private Equity, Real Estate
  • Marketable Securities
  • Direct Private Equity
  • Real Estate

Ballmer Group

Bellevue, WA | Single family office | Founded 2015

Ballmer Group is a family office that manages wealth and supports economic mobility for children from low-income families.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Not stated
Wealth source
Ballmer family; technology
  • Technology
  • Mobility

Bristlecone Advisors, LLC

Bellevue, WA | Multi-family office | Founded 1999

Bristlecone Advisors is an independent investment advisory firm and multi-family office providing personalized advice and solutions. Its stated investment areas include hedge funds, private equity, and impact investments.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Hedge Funds, Private Equity
  • Hedge Funds
  • Private Equity
  • Impact Investing

Bezos Expeditions

Mercer Island, WA | Single family office | Founded 2003

Bezos Expeditions manages personal investments across early- and later-stage ventures. Its holdings also include a newspaper, space projects, and a family foundation.

AUM range
Under $50M
Check size
Up to $14M
Asset classes
Venture Capital, Direct Investments
Wealth source
Not stated
  • Early Stage Venture
  • Late Stage Venture
  • Seed
  • Space

Graham Capital Group, LLC

Seattle, WA | Single family office | Founded 2007

Graham Capital Group is a single-family office formed to acquire and partner with traditional small- to middle-market companies and their management teams. Its stated area includes commercial real estate development.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Direct Investments
Wealth source
Graham family
  • Commercial Real Estate Development
  • Small- and Middle-Market Companies

Videos for this list

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Coverage here is limited, and the team can help scope a wider search.

Want more family offices in this area?

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.

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Questions about this list

How many Idaho family offices are included?

The page includes three profiles based in Idaho and 12 nearby additions. The three Idaho profiles are all multi-family offices. Two are located in Boise and one in Sandpoint, according to the listed city counts.

What investment interests appear in the Idaho profiles?

The profile statistics include alternative assets, private equity, venture capital, hedge funds and private wealth management. Each listed focus appears once. With a small local set, these categories describe the profiles shown and should not be generalized to all family offices in Idaho.

How should I approach an Idaho family office?

Check the office's public profile and stated interests first, then send a concise message that explains the fit and outlines your strategy and capital need. Ask about its preferred review process before sharing detailed materials. Since the local set is limited, nearby offices may also be worth researching if geography allows.

What does the full list add?

The full list adds contact data, decision makers and check size fields, which can support further qualification and targeted outreach planning. Nearby additions provide a broader search pool than the Idaho-based profiles alone. The list does not promise an introduction, investment, response or outcome.

Does undisclosed AUM mean an office has no assets?

No. AUM is disclosed for one of the three Idaho profiles, so the other profiles simply do not have a disclosed figure in these statistics. Use the public information available to decide whether further research is relevant, and do not interpret missing disclosure as a measure of assets or investment capacity.

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Request the full Idaho list

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