City list
This page lists seven family offices in Nashville and includes eight nearby additions for a wider regional view. The city profiles are mostly single family offices: six are single family and one is multi family. Recorded focus areas include manufacturing and healthcare technology, each appearing twice, along with software, information technology, food and beverage, retail, commercial real estate, and packaged goods. The page can help founders and business owners identify profiles to investigate, while fund managers, investors, and advisors can use the focus labels to guide additional research. Only one office has disclosed AUM in the available statistics, so profile details may be a more useful first filter for much of the list. Nearby additions broaden the search beyond Nashville proper.
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.
Lead Capital Partners is a multi-family office investment firm formed by its managing partners and a group of families seeking investments in privately owned companies. It works with investing families and draws on business operating experience.
Bodnar Investment Group is a single-family office with diversified holdings across several industries. It pursues lower middle-market acquisitions, with a control-oriented approach in services, technology, distribution and manufacturing.
Martin Ventures is a single-family office investing its own capital in healthcare and technology-enabled businesses. Its stated areas include digital health, healthcare services, value-based care, artificial intelligence and data science.
Otter Creek Investments is a single-family office focused on impact investing in companies and initiatives seeking financial returns and measurable social or environmental outcomes. It also considers opportunities in data analytics and rare disease.
Big Plan Holdings is a diversified investment portfolio owned and operated by the Joseph family. Its holdings span cannabis, real estate, music and entertainment, film, professional sports, fashion, hospitality, and philanthropy.
Griffin Family Trading is a family office specializing in commodities trading, particularly crude oil, heating oil and natural gas.
Pine Haven Family Office is a single family office that manages a closely held, diversified portfolio of public and private investments.
More family offices from nearby areas.
Green Square Wealth Management is a multi-family office serving families, institutions, and endowments. It provides investment solutions to institutions including endowments, foundations, charities, and retirement plans.
Tranquility Partners is a multi-family office and asset management firm that provides advice, support services, and oversight of family resources and assets. Its services are intended to support families' financial plans across generations.
Sentry is a multi-family office that provides family office services to a select group of families. Its stated services include customized investment consultation and management for individuals, trusts, estates, charitable organizations and qualified plans.
The Lupton Company provides investment, management, legal, and other services to the Lupton family. It invests in private equity and venture capital managers.
RBM Venture Company is a single-family office serving a high-net-worth family based in Memphis, Tennessee.
SouthWorth is a family office that grew from experience owning, managing and providing financial services to small and midsize companies. It invests across industries and partners with management teams to support business growth.
Multi-Family Office USA provides multi-generational planning and strategy for wealthy families. Its areas include healthcare, food, agriculture, medium-sized businesses, and real estate.
Kemmons Wilson Companies is a single-family office established by the Wilson family. Its investment activities focus on aviation, financial services, hotels, insurance, real estate, and time sharing.
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.
Yes. The city list contains seven Nashville profiles and adds eight nearby offices for broader regional coverage. The city and nearby counts are separate, so use the profile location details to confirm where an office is based before prioritizing outreach.
Manufacturing and healthcare technology each appear twice. Other recorded areas include software, information technology, food and beverage, retail, commercial real estate, and packaged goods. Focus labels are useful for screening, but do not confirm that an office is actively reviewing opportunities in those areas.
The Nashville records include six single family offices and one multi family office. These figures describe the seven city profiles, not the nearby additions. Office type can inform how you research a potential fit, but does not by itself indicate investment capacity or decision process.
Check the location, office type, and recorded focus before contacting a firm. Keep the first note specific and concise, describe your business, fund, or transaction, and explain the connection to that office's stated interests. Confirm fit and investment appetite through your own research.
The full list request adds contact data, decision makers, and check size fields to the public firm-level information. These fields support more targeted research and outreach planning. They do not include a promise of introductions, funding, or any particular result.
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Use the form to request the full list with contact data, decision makers, and check size fields. The added regional profiles can help you research potential fit around Nashville and plan focused outreach. The request does not promise introductions, funding, or outcomes.
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