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.
Lido Advisors, LLC
Los Angeles, CA | Multi-family office | Founded 1999
Lido Advisors is a multifamily office providing financial planning that considers investment, tax, and estate matters. Its stated areas include alternative investments.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Not stated
Mavros
Los Angeles, CA | Multi-family office | Founded 2023
Mavros is a multi-family office and investment bank serving families, entrepreneurs, investors and businesses. It provides wealth advisory, strategic advice and investment services across public and private markets.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Funds
AG Asset Advisory Family Office
Los Angeles, CA | Multi-family office | Founded 2010
AG Asset Advisory provides wealth planning and financial coordination to entrepreneurs and families. Its services include family office development and oversight of financial, family, and lifestyle matters.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Not stated
Alt+J Holdings
Los Angeles, CA | Multi-family office | Founded 2026
Alt+J Holdings is a private investment firm and multi-family office focused on lower middle-market businesses. It invests in companies across services, consumer, and traditional industry sectors through control recapitalizations, founder transitions, carve-outs, special situations, and technology-enabled transformations.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Direct Investments
Legacy Road LLC
Los Angeles, CA | Multi-family office | Founded 2010
Legacy Road is a multi-family office providing investment management and family office services to individuals and families. Its services include investment advice across major asset classes, support for family owned businesses, cash flow analysis, and coordination with clients’ advisors.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Fixed Income, Public Equities, Real Estate, Hedge Funds, Private Equity, Venture Capital
Salem Partners Wealth Management LLC
Los Angeles, CA | Multi-family office | Founded 1997
Salem Partners provides customized investment solutions in a multi-family office environment. Its stated areas include media and entertainment, healthcare, life sciences, technology, real estate, and aerospace and defense transactions.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Venture Capital
The Coury Firm
Los Angeles, CA | Multi-family office | Founded 1984
The Coury Firm is a multi-family office and business advisory firm serving individuals, families, and their businesses. It advises on investment portfolios across public and private markets and provides planning and investment office services.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity
LinePoint Partners & Co., LLC
Los Angeles, CA | Multi-family office | Founded 2024
LinePoint Partners & Co. provides an affiliation platform for financial advisers and single-family office executives. The firm’s platform supports independent practice operations and services for their high-net-worth clients.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Funds, Hedge Funds, Private Credit, Private Equity, Venture Capital, Real Estate
InnoVise Family Wealth Advisors
Los Angeles, CA | Multi-family office | Founded 2020
InnoVise Family Wealth Advisors provides family office and private wealth services to individuals and families with complex wealth needs. It manages liquid and illiquid portfolios and sources private investment opportunities.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Private Credit
Private Family Wealth Partners (UBS)
Los Angeles, CA | Multi-family office
Private Family Wealth Partners provides multi-family office advice to clients with substantial wealth. Its services include estate and tax planning, philanthropy, family governance, risk management and financing.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Blue Zone Wealth Advisors
Los Angeles, CA | Multi-family office | Founded 2019
Blue Zone Wealth Advisors provides integrated family office services and financial strategies. Its stated areas include healthcare, health technology, wellness, and wellbeing.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Legacy Multi‑Family Group (UBS)
Los Angeles, CA | Multi-family office
Legacy Multi-Family Group provides private wealth management services to executives, entrepreneurs, and families. It helps clients organize and navigate their financial affairs across generations.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Heights LLC
Los Angeles, CA | Multi-family office | Founded 2021
Heights LLC is a multi-family office founded by the Cohen family and serves as an investor in Bedford.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
BW Consulting, Inc.
Los Angeles, CA | Multi-family office | Founded 2012
BW Consulting is an independent multi-family office advising entrepreneurs, business owners, and families. Its services include real estate and private equity deal sourcing and underwriting, capital sourcing, entity planning, and asset management.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Direct Investments
Zhang Capital
Los Angeles, CA | Single family office | Founded 1995
Zhang Capital is a single-family office with investments across global markets. Its stated areas of interest include technology, real estate, healthcare, energy, and electric vehicles.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Real Estate, Direct Investments
- Wealth source
- Zhang family
Kwanza Jones & José E. Feliciano Initiative
Los Angeles, CA | Single family office | Founded 2014
The Kwanza Jones and José E. Feliciano Initiative is a single-family office managing capital across sports, media, private markets, and mission-aligned platforms. It also conducts philanthropic grantmaking and invests in education, entrepreneurship, equity, and empowerment.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Funds
- Wealth source
- Not stated
Shinnecock Partners L.P.
Los Angeles, CA | Single family office | Founded 1988
Shinnecock Partners is a family office investment firm focused on alternative investments and fund of funds portfolios. Its approach includes investment analysis and due diligence.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Funds, Hedge Funds
- Wealth source
- Not stated
NALA Investments, LLC
Los Angeles, CA | Single family office | Founded 1999
NALA Investments is a single-family office with investment interests in communications, transportation, consumer products, real estate, technology and media.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Not stated
Cherng Family Trust Office
Los Angeles, CA | Single family office
Cherng Family Trust Office is the investment firm of the founders of Panda Express. It makes direct private equity and venture capital investments across industries and invests in real estate.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital, Real Estate, Direct Investments
- Wealth source
- Cherng family; restaurant business
Chapman Office
Los Angeles, CA | Single family office
Chapman Office is a single-family office that invests across asset classes. Its stated areas include technology, logistics, beauty, fashion, health, and medical cannabis.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Not stated
Gelman Brothers Family Investment Office
Los Angeles, CA | Single family office | Founded 2020
Gelman Brothers Family Investment Office is a private investment firm established by the Gelman family following startup exits. It focuses on micro-cap private equity and venture funding.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
- Wealth source
- Gelman family; startup exits
LIG Capital US
Los Angeles, CA | Single family office
LIG Capital US is a single family office investing in liquid strategies, deep technology venture capital, and mid-market buyouts. Its areas of interest include climate technology, semiconductors, biotechnology, defence, and other emerging technologies.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Hedge Funds, Private Credit, Venture Capital, Private Equity, Digital Assets, Funds
- Wealth source
- Not stated
Andell Holdings, LLC
Los Angeles, CA | Single family office
Andell Holdings is a private investment firm and family office managing assets originating from the family’s controlling position in a beverage company. Its activities include direct and indirect investments in public and private companies, real estate, and partnerships with investment managers.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Public Equities, Direct Investments
- Wealth source
- Proceeds and assets from the family's controlling position in the beverage industry
Aquatecture Holdings
Los Angeles, CA | Single family office
Aquatecture Holdings is a single-family office investing private capital in water and wastewater technology businesses and asset finance opportunities. It focuses on growth-stage companies and projects related to distributed water supply and treatment.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Private Credit
- Wealth source
- Not stated
Broad Family Office
Los Angeles, CA | Single family office
Broad Family Office manages investments for the benefit of the Broad Foundation and its activities. It invests in public and private equity across sectors and regions, including hedge funds, private equity, real estate, and direct investments.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Public Equities, Real Estate, Hedge Funds, Direct Investments
- Wealth source
- Broad family
Nagel Family Office
Los Angeles, CA | Single family office | Founded 2021
Nagel Family Office manages a family’s diversified holdings through direct investments, an internally managed portfolio, and external public and private managers. Its services include performance reporting, internal controls, and due diligence.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Direct Investments
- Wealth source
- Not stated
Admiralty Partners Inc.
Los Angeles, CA | Single family office | Founded 1992
Admiralty Partners is a private family office investment firm focused on the global aerospace, defense, and federal information technology industries. It provides capital and strategic guidance to portfolio companies.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Direct Investments
- Wealth source
- Not stated
Roots Equity Group LLC
Los Angeles, CA | Single family office | Founded 2017
Roots Equity Group is a family office focused on acquiring controlling interests in US-based companies. Its stated areas include manufacturing, industrials, business services and medical devices.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Direct Investments
- Wealth source
- Not stated
ÉO Management
Los Angeles, CA | Single family office | Founded 2003
ÉO Management manages the assets of the Coury family and an affiliated foundation. Its activities include investments, philanthropy, and management services for eligible family clients.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Coury family
Karlin Asset Management, Inc.
Los Angeles, CA | Single family office | Founded 2005
Karlin Asset Management is a Los Angeles-based single-family office with an equity capital base exceeding one billion dollars. Its stated investment areas include private equity, real estate, value securities, natural resources, venture capital, and direct lending.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Public Equities, Commodities, Venture Capital, Private Credit
- Wealth source
- Not stated
Outcomes Fund
Los Angeles, CA | Single family office
Outcomes Fund is a single-family office investing in digital health and enterprise software companies from late seed through Series A. It takes minority positions and may continue investing over the long term.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Venture Capital
- Wealth source
- Not stated
JDM Confidential
Los Angeles, CA | Single family office | Founded 2001
JDM Confidential is a single-family office investing in real estate, assets, and other opportunities suited to its needs. Its investment activity focuses on deals in the United States.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Funds
- Wealth source
- Not stated
Rural Route 3 Holdings
Los Angeles, CA | Single family office | Founded 2022
Rural Route 3 Holdings is a US-based single-principal family office focused on real estate, private equity, and alternative assets.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity
- Wealth source
- Not stated
Pastewka Family Holdings
Los Angeles, CA | Single family office | Founded 1983
Pastewka Family Holdings is a California-based single family office for the Pastewka family. Its stated investment areas include technology, media, entertainment, real estate, and other frontier industries.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Digital Assets
- Wealth source
- Not stated
OW Management, LLC
Los Angeles, CA | Single family office
OW Management is a single-family office that manages private investments, real estate and wealth management needs. Its investments include businesses in food, agriculture technology, consumer products and healthcare.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Direct Investments
- Wealth source
- Winfrey family; entertainment