State list
The Maryland list brings together 21 family office profiles across Bethesda, Baltimore, Hunt Valley, Lutherville and Towson. The database includes both single-family and multi-family offices, with multi-family offices making up a somewhat larger share. Publicly recorded interests range from real estate, hedge funds and private equity to education, healthcare, hospitality and technology. These categories can help founders and fund managers narrow an initial search, but a focus label alone does not confirm an active mandate or appetite for a particular opportunity. Assets under management are disclosed for 11 profiles, while the rest do not have a disclosed figure in the profiles on this page. The list is designed as a research aid for capital seekers, fund managers and advisors looking at Maryland-based firms. Review each public profile for context, then use a defined fit rationale to guide any next steps.
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.
Chevy Chase Trust is an independent investment management firm providing investment management, estate planning, and financial planning services. Its stated investment areas include long-term equity and fixed income, as well as molecular medicine and genomic sequencing technology.
Pennington Partners is a multi-family office that serves families with financial planning, advice, strategy, and family office services. It works with families whose wealth was built through privately held companies or real estate.
Floreat Park is the Carson family’s single family office, managing family affairs and private investments. It invests directly and indirectly in several asset classes and supports initiatives in education, financial literacy, workforce development, poverty, and healthcare.
Focus Partners Family Office Services provides wealth management and investment solutions alongside financial administration, cash flow management, and accounting. Its planning services include tax, estate, legacy, and philanthropic matters.
Family Office Research is a multi-family office providing comprehensive wealth management. Its services include investment coordination with insurance, estate, and tax planning, credit needs, and support for concentrated and restricted stock positions.
Ansaco is a privately held family office investing in manufacturing and commercial real estate. Its investment areas include retail, office, multifamily, hospitality, and mixed-use properties.
WMS Partners is a multi-family office that provides wealth planning, investment management and family legacy advice. Its investment approach can include public securities, private investments and outside managers.
Verdence Capital Advisors is a multi-family office providing private wealth advisory and family office services. Its stated areas include financial planning, business exit and liquidity event planning, institutional consulting, and due diligence.
Acadia Family Office is a multi-family office and tax firm serving high-net-worth individuals and families. Its stated areas include manufacturing, hospitality, technology, healthcare, education, and not-for-profit organizations.
Pathstone provides single family office services and advisory support to families. Its activities include family advising and investment strategy.
M&J Capital Partners is a single-family office for the Leone family and a real estate development company. It invests in commercial real estate and operating companies, including through private credit and equity investments.
Brightside Partners is a multi-family office and investment advisor serving families with an interest in private market investing.
The Family Financial Group combines an accounting firm with a multi-family office to provide independent financial services. Its stated asset coverage includes liquid and illiquid holdings such as real estate, tangible assets, family partnerships, and family-owned business stock.
Djuric Family Office is a private family investment management company based in the Washington, DC metropolitan area. Its stated areas include angel and equity investments.
Batoff Associates Family Office provides planning and personal services to affluent individuals and multigenerational families. Its services include lifestyle planning, legacy planning, philanthropy and legal assistance.
ATAPCO Family Office is a single-family office based in Baltimore, Maryland.
Oracle Capital Strategies is a multi-family office providing wealth management services to investors, executives, foundations, entrepreneurs, and multigenerational families.
Harbor Investment Advisory is a multi-family office serving individuals, families, and institutions with integrated portfolio management.
The source text describes an individual's public service, legal career, and involvement in a family food service business. It does not provide information about the Corchiarino Family Office's activities.
Hendricks Investment Holdings is a private holding company for the activities and assets of its founder, a media entrepreneur. Its stated areas include media, science, technology, civilization, and the human spirit.
Fenorton is a single-family office that manages assets for a family across four generations.
340 events hosted since 2007, from summits to small workshops.
The page contains 21 family office profiles selected for Maryland. They include 9 single-family offices and 12 multi-family offices. Bethesda and Baltimore account for the largest city counts in the profiles on this page.
Real estate appears most often, followed by hedge funds and private equity. The list also records interests in education, healthcare, hospitality, technology and long-term equity. These are profile categories and should be checked against each office’s own description.
AUM is disclosed for 11 of the 21 profiles. The other profiles have no disclosed AUM figure in the profiles on this page. An undisclosed value should not be interpreted as zero or used alone to judge whether an office may fit a particular opportunity.
Identify offices whose stated focus and location fit your business or fund, then make a concise case for relevance. Explain your strategy, stage, sector and capital needs clearly, and refer to the firm’s public information. Contact details are withheld on the free page.
Requesting the full list through the form adds contact data, decision makers and check size fields. Those details can help prioritize research and prepare targeted outreach. The request does not include a promise of introductions, funding or investment outcomes.
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