State list
This list brings together 33 family offices identified in New Jersey. It includes 18 single family offices and 15 multi family offices, giving researchers both direct family investment entities and firms serving multiple families to review. Morristown has the largest city count at 3, followed by Princeton and Madison with 2 each. Recorded interests range from real estate and private equity to hedge funds, technology, venture capital, alternative investments, and healthcare. These categories can help founders and fund managers narrow an initial prospect set, while investors and advisors can use the profiles for market mapping. The fields describe public firm-level information and do not establish whether an office is accepting proposals. Check the details of each profile and match your outreach to its stated focus and investment context.
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.
Simon Quick Advisors is an independent wealth management and multi-family office firm serving individuals and families across the United States. Its stated areas include equities, fixed income, alternative investments, cash, venture capital, private equity, real estate and private credit.
Healey Development is a family office that manages portfolios and makes principal investments in investment management businesses. It also conducts charitable activities through a private foundation and produces research on financial policy and investment topics.
DMB Holdings is a private family office with a diverse investment portfolio. Technology is its stated investment area.
Sandalwood Securities is a single family investment office with experience in global futures trading and alternative investments, including hedge fund activity.
Seven Mile Advisory is a US-based multi-family office and registered investment adviser. It provides customized financial planning and family office services based on clients’ needs and goals.
Pathstone Family Office is an independent, employee- and family-owned advisory firm serving multigenerational families and institutions. It provides strategic wealth management, customized investment services, family office support, and sustainable and impact investing services.
BRAVE Family Office provides financial coordination and support to families, including a central point of contact for financial matters. Its services may include internally provided support and coordination with external providers.
Kaufman Family Office focuses on real estate investments, acquisitions, asset management, and capital markets. Its stated property experience includes office, retail, and industrial real estate.
Enceladus Partners is a family office that partners with founders, families, and management teams of small and mid-sized businesses. It invests firm capital alongside a network of limited partners and offers a flexible investment approach.
Krieger, Ruderman & Co. provides personal financial and investment management services to individuals with substantial assets. It describes its model as a shared family office.
Intelligent Family Office Group is a multi-family office providing financial, accounting, legal and business advice. It works with families on investment portfolios, business operations and real estate holdings.
Transcend Capital Advisors provides multi-family office and wealth management services, including public and private investments and strategic advice. Its investment platform offers access to a range of asset classes.
NLS Advisory Group is a single-family office associated with a former private equity founder.
Rosenbaum Family Office is the single-family office for the Rosenbaum family.
Think Investments invests across asset classes and has focused its private investments on seed-stage enterprise application software companies. The family office was formed by partners whose earlier business operated in demand management technology.
Heritage Wealth Counselors is a multi-family office providing family advisory, investment review or management, financial administration, trustee services, and back-office support. Its stated investment areas include private equity, hedge funds, and real estate.
Total Alignment Wealth Advisors is an independent, fee-only financial planning and multi-family office advisory firm. It provides family wealth advisory services intended to address needs beyond the scope of traditional advisory services.
JZJ Holdings is a single-family office investing directly and alongside other investors in real estate, operating businesses, and private equity and venture capital opportunities. Investments may be made in stages based on milestones.
Integrated Financial Partners provides financial planning and investment services to individuals, families, and business owners. Its services address wealth accumulation, management, and preservation.
East Gate Alliance was established as a single family office for the Feiler family. Its experience includes owning and managing commercial real estate and growing a medical business, which the family and partners later sold.
Wiss Family Office is a financial advisory firm serving family business owners, entrepreneurs, executives, and their families. It provides integrated services addressing financial planning and wealth management.
GenHenn Capital is a single-family office investing in private equity and venture capital. It focuses on companies with distinct technology in life sciences, healthcare, infrastructure, biotechnology, and information technology.
The Straus Group is a single family office based in Fort Lee, New Jersey. It invests in hedge funds, private credit, equity, and real estate across traditional and alternative investments, including positions throughout the real estate capital structure.
Parisi Gray Wealth Management provides financial advice and wealth management services to individuals and families with complex financial needs. Its services are tailored to clients seeking confidentiality and discretion.
Summit Investment Management is a multi-family office that helps families plan and invest for current and multigenerational needs. Its services address wealth preservation and lifestyle management.
Mountain Hill Investment Partners is a multi-family office providing investment advisory and money management services to individuals, families, charitable organizations, corporations, and pension plans.
IJP Family Partners is a multi-family office advisory firm. Its stated investment areas include private equity buyouts and real estate.
Meehan & Associates is a single family office serving a New York City family. It oversees accounting, tax, legal matters, charitable donation tracking, and investment risk reporting across the family’s entities.
Chestnut Ridge Capital is a private family office that manages money through a non-marketed hedge fund and allocates capital to registered investment advisors and other hedge funds. It also manages a charitable foundation and a private real estate portfolio.
FoxHill Asset Management is a first generation single family office that invests in medical science. Its stated aim is to support innovation in the field.
Astor Family Holdings is a private family office for the Astor family. Its stated interests include private equity, hedge funds, media, television, and entertainment.
BHB Holdings is a single-family office. Its stated investment areas include mezzanine funds and private equity funds.
TRM Ventures is a single-family office based in Towaco, New Jersey.
340 events hosted since 2007, from summits to small workshops.
The page includes 33 offices identified in New Jersey. The set has 18 single family offices and 15 multi family offices. These counts describe the entries on this page and can help you understand the scope of this database view before reviewing individual profiles.
Real estate appears as a recorded focus for 9 offices, followed by private equity for 8 and hedge funds for 6. Technology is listed for 4, while venture capital, alternative investments, and healthcare each appear for 3. Treat these classifications as a way to guide research, not as a complete or active mandate.
Morristown has 3 entries. Princeton and Madison have 2 each, and the profile set also includes offices in Roseland and Ewing. These city counts can help with location-based research, but should not substitute for checking the individual profile or confirming where an office makes investment decisions.
Review the office’s profile and stated investment interests first. In a concise initial message, explain what you are seeking, why the opportunity aligns with the office’s focus, and what evidence supports your case. Avoid assuming that a listed focus means the office is actively reviewing proposals, and follow any stated submission process.
The full list adds contact data, decision makers, and check size fields to the firm-level research shown on the free page. Use the form to request it when those details would help qualify prospects or plan research. The list does not include a promise of introductions, funding, or outcomes.
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