City list
This page covers 8 family offices associated with Indianapolis and adds 7 nearby offices for a wider regional view. The local group includes 3 single family offices and 5 multi family offices. listed investment interests include private equity and real estate, along with alternative investments, hedge funds and several industry specific areas such as consumer packaged goods, recreational vehicles, marine products and horticulture distribution. These profile tags offer a starting point for research, not a statement that an office is actively seeking investments in each area. AUM is disclosed for 4 offices. Founding dates span 1981 to 2014, with 2 offices founded after 2010. Founders, fund managers and advisors can use the city and nearby coverage to identify profiles for further screening against stage, geography, mandate and check size.
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.
Oxford Financial Group is a multi-family office and independent wealth management firm serving families and institutions. It provides estate planning advice and investment strategies, with expertise in alternative investments and private equity.
Cardinal Equity Partners is a multi-family investment firm that acquires controlling interests in middle-market businesses in the eastern United States. It invests its own capital in niche manufacturing, value-added distribution, and service companies.
Grace Legacy Capital is an institutional investment consultant and multi-family office serving faith-based investors. It advises on strategic management of investments and legacy goals.
LDI is a family office that funds and operates middle-market companies. It invests with a patient approach and supports companies through business cycles.
Fi3 Advisors is an independent, fee-only registered investment adviser and multi-family office. It provides financial planning and investment management services to high-net-worth families.
Conormara Investments is a private family investment corporation that acquires and invests in smaller entrepreneurial businesses in the Midwest. It takes a long-term approach and focuses on supporting business growth.
The DeHaan family office manages the family’s affairs. Its stated areas include real estate, philanthropy, aircraft and yacht management, and collectibles.
Falcon Legacy is the private single-family office of the Morgan family, based in Indianapolis.
More family offices from nearby areas.
Patoka Capital is a single-family office that invests family capital in niche businesses and partners with company founders and management teams. Its investment interests include manufacturing, distribution, retail, services, franchising, commercial real estate, entertainment, and media.
IAP Family Office supports families with investment management, estate and financial planning, tax strategies, philanthropy, and wealth transfer planning. It coordinates financial matters and planning across generations.
Levinson Family Investments manages the Levinson family’s private real estate portfolio and is expanding into private equity and real estate development. Its stated areas include residential property and multifamily real estate.
S.W.A.N. Virtual Family Office provides planning and advisory services to individuals, families, and business owners. Its services include tax and business planning, financing, estate and charitable planning, insurance, and private wealth management.
Ash Crest is a single family office established to preserve and grow capital assets. Its assets primarily come from investing dividends from a closely held insurance brokerage company.
Wealth Strategies provides financial, estate, and investment planning to individuals, business owners, executives, and families. Its services include advice on financial planning needs.
Corya Capital is a single-family office focused on agriculture, natural resources and commercial real estate. It invests permanent capital in the acquisition, development and leasing of assets.
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.
The page lists 8 offices associated with Indianapolis and adds 7 nearby offices. The local group includes 3 single family offices and 5 multi family offices. Nearby profiles broaden the research scope, though each office’s location and relevance should be checked against the opportunity being considered.
Private equity appears in 3 listed focus labels and real estate in 2. Other recorded areas include alternative investments, hedge funds, consumer packaged goods, recreational vehicles, marine products and horticulture distribution. These are profile descriptors and may not reflect current priorities or an active interest in a particular raise.
Lead with a clear explanation of your business or fund, the capital sought, and why the opportunity may fit the office’s publicly described interests. State relevant details such as stage, geography and traction, and keep supporting material easy to review. Confirm the right contact and process before following up.
AUM is disclosed for 4 offices. Founding dates span 1981 to 2014, with 2 offices founded after 2010. These details can help with initial context, but disclosed AUM is not the same as deployable capital or check size. Further research is needed to assess mandate and fit.
The full list adds contact data, decision makers and check size fields. These can help you research potential fit and plan outreach across the Indianapolis area. The request is for list information and does not include introductions or guarantee a response, investment or any particular result.
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