City list
This Menlo Park page includes 4 offices associated with the city and 11 nearby additions, providing a broader regional research set. All 4 Menlo Park offices are classified as single-family offices. Technology is the most frequently recorded focus among them, while consumer, healthcare, artificial intelligence, real estate, fintech and financial technology also appear in the profiles. The page can help founders, fund managers, investors and advisors identify public profile information for an initial review. Its local count is small, so the nearby additions are relevant when building a wider search. Focus tags are not confirmation of an active mandate or investment appetite. Compare the available firm-level details, then verify fit, stage and check size before making an approach. Two of the 4 Menlo Park offices disclose AUM, while the other profiles do not show that field.
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.
Premji Invest is the investment arm of the Premji family, investing in private equity, venture capital, and public markets. Its stated sector interests include technology, financial services, and consumer businesses.
S-Cubed Capital is a single-family office with interests in technology, financial asset management, sports management, agribusiness, philanthropy, and real estate. Its investment portfolio includes direct investments and partnerships with investment managers.
Dalgaard Family Office invests across technology, environmental initiatives, cancer and mental health research, real estate, art, and selected technology and crypto funds.
Kings Mountain Capital Group is a single-family office providing family governance, investment management and real estate management. Its investments include early-stage venture capital.
More family offices from nearby areas.
Iconiq Capital is a global multi family office operating as an independent registered investment adviser.
IEQ Capital is an independent wealth management firm with a multi-family office offering. It helps families coordinate investment strategies and related services tailored to their needs.
Bayshore Global Management is a single-family office established in 2006. Its stated areas of interest are technology and startups.
Farther Family Office provides advisory services and technology-supported financial management for families. Its services are designed to address integrated financial and personal planning needs.
Lido Advisors is a multifamily office providing financial planning that considers investment, tax, and estate matters. Its stated areas include alternative investments.
Baker Street Advisors Group provides wealth management services to families and individuals. Its stated investment areas include hedge funds, private equity and alternative investments.
Jordan Park Group is a multi-family office serving families, foundations, and related institutions. Its stated investment areas include private equity, mergers and acquisitions, oil and gas, real estate, venture capital, and hedge funds.
Seven Post is an independent, privately owned partnership that manages global multi-asset-class portfolios for clients. Its approach includes core investments, third-party sub-advisers, risk management and planning for client objectives.
Excellent Capital is a single-family office with holdings in commodities trading, real estate and asset management. Its investment strategies include private and public equities and real estate, with a long-term investment horizon.
Paris-Roubaix Group is a single-family office with investments and operating companies across multiple continents. It makes direct investments and allocates to private equity opportunities and industrial operating companies.
Whittier Trust Company is an independent multi-family office and wealth management firm serving families, individuals, and foundations across the United States. Its services address a range of wealth management needs.
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 4 offices associated with Menlo Park and adds 11 nearby offices for regional coverage. The 4 local entries are all classified as single-family offices. Check the geography in each profile when narrowing research to the city itself.
Technology is the most frequently recorded focus, appearing for 3 offices. Consumer, healthcare, artificial intelligence, real estate, fintech and financial technology also appear. The tags provide a screening reference, but they do not confirm that an office is making investments in those areas now.
Start with the profile and connect your proposal to a clearly relevant focus area. Keep the first message concise, explain the opportunity and stage, and state what you are asking the office to consider. Confirm mandate and check size before sending detailed materials or assuming a fit.
The page includes 4 offices associated with Menlo Park, plus 11 nearby additions. Family office presence is represented here through researched firm-level profiles, and not every office publicly discloses the same information. The team can help scope a wider search if your research extends beyond the city.
The full list adds contact data, decision makers and check size fields to the public firm-level details. This can support a more specific review of local and nearby offices and help plan outreach. It does not promise introductions, funding or any particular outcome.
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Use the form to request the full list with contact data, decision makers and check size fields for the local and nearby profiles. These details can support a wider regional search and more focused outreach planning. No introductions, funding or outcomes are promised.
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