City list
This list covers four family offices located in Milwaukee, with three single family offices and one multi family office. The recorded investment interests include alternative investments, private equity, buyouts, fixed income, hedge funds, and private equity and real assets. Two profiles list alternative investments as a focus. The database also includes nearby offices as a separate addition, which can help broaden a search beyond Milwaukee itself. For founders, this is a starting point for identifying firms whose stated interests may align with a business or transaction. Fund managers and advisors can use the profiles to review office type and disclosed investment details before deciding whether to research a potential fit further. The list has limited local coverage, so a narrow city search may not capture every relevant investor in the wider region.
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.
RMB Jacobus provides family office services tailored to the needs and requested scope of multigenerational families. Its service models accommodate families with an established office, a fully outsourced arrangement, or an approach between those options.
Lubar & Co. is a single-family office that provides capital and business support to companies associated with the Lubar family.
Marshall Street Capital manages assets for a family across generations. Its investments span domestic and international equities, fixed income, hedge funds, private equity, and real assets.
Stark Family Office is a single family office serving the Stark family, with stated interests in alternative investments.
More family offices from nearby areas.
Vogel Consulting is an independent multi-family office offering integrated wealth management, business consulting, tax, estate planning and investment advisory services.
Endowment Wealth Management is an employee-owned multi-family office providing wealth management services to families, business owners, professionals, trusts, retirement plans, and foundations. Its services include financial planning and investment management.
Lancaster Investments is a multi-family office with roots in the automotive industry. It makes direct investments in early-stage companies and allocates capital to venture capital funds.
Sonoma Capital Management is a private family office investment company managing individual accounts and a family partnership. It invests in public securities across corporate capital structures, including equities, debt and bank loans.
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.
It shows four family office profiles located in Milwaukee, along with a separate set of four nearby additions. Public firm-level information includes office type and recorded investment focus. The free page does not show contact details, so use it to scope relevant profiles before requesting the full dataset.
Recorded interests include alternative investments, private equity, buyouts, fixed income, hedge funds, and private equity and real assets. These labels reflect profile information and do not establish that an office is actively seeking a particular investment or transaction.
Start by checking whether the office type and stated investment focus fit your opportunity. Keep an initial message concise, explain why the opportunity is relevant to that office, and provide a clear summary of the business, fund, or transaction. Avoid assuming that a listed focus means the office is currently deploying capital.
The page is centered on Milwaukee, and the nearby additions provide a way to widen a regional search without mixing those firms into the city count. This can be useful when relevant investors operate outside the city boundary but remain practical candidates for further research.
The full list request includes contact data, decision makers, and check size fields. Those details can support more targeted research and outreach planning. They do not imply an introduction or a funding outcome.
Request the full list
Use the form to request the full list with contact data, decision makers, and check size fields. These details can help you assess fit and plan focused outreach to Milwaukee and nearby offices. A request does not include introductions or promise funding or other outcomes.
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