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City list

New York City Family Office List

This list covers fifty family office profiles in New York City, with forty eight located in New York and two in Brooklyn. The database records twenty four single family offices and twenty six multi family offices. Private equity is the most common listed focus, appearing in twenty seven profiles, followed by real estate in twenty three. Hedge funds appear in sixteen profiles, while venture capital and alternative investments each appear in fourteen. All fifty profiles have disclosed AUM in the available statistics. Founders and business owners can use the focus areas to identify profiles for further fit research. Fund managers, investors, and advisors can compare office types and disclosed firm information. These labels provide a starting point for research, not evidence of an active mandate or a investment.

At a glance

  • The list includes fifty profiles: forty eight in New York and two in Brooklyn.
  • There are twenty four single family offices and twenty six multi family offices.
  • Private equity appears as a focus for twenty seven offices, and real estate for twenty three.
  • AUM is disclosed for all fifty offices.

Family office profiles (50)

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.

Multi-family office (26)

Bessemer Trust

New York, NY | Multi-family office | Founded 1907

Bessemer Trust is a privately owned, independent multi-family office serving individuals and families with substantial wealth. Its stated investment areas include equities, fixed income, credit, commodities, currencies and hedge funds.

AUM range
Over $20B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Private Credit, Commodities, Hedge Funds
  • Mid- and Small-Cap Equities
  • Fixed Income
  • Credit
  • Commodities
  • Currencies
  • Hedge Funds

AlTi Tiedemann Global

New York, NY | Multi-family office | Founded 1999

AlTi Tiedemann Global is a multi-family office and wealth management firm serving families, family offices, foundations, and institutions. Its services include investment management, advisory, trust, administrative, and family office support.

AUM range
Over $20B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Private Equity, Private Credit, Hedge Funds, Real Estate
  • Equities
  • Fixed Income
  • Private Equity
  • Private Debt
  • Hedge Funds
  • Real Estate

Silvercrest Asset Management Group LLC

New York, NY | Multi-family office | Founded 2002

Silvercrest Asset Management Group is an independent investment advisor providing asset management and family office services to families and select institutional investors. Its approach includes portfolio construction, risk management, and diversification.

AUM range
Over $20B
Check size
Not stated
Asset classes
Funds, Hedge Funds, Private Equity
  • Funds
  • IPOs
  • Hedge Funds
  • Private Equity
  • Alternative Investments
  • Endowments & Foundations

Sagard Holdings

New York, NY | Multi-family office | Founded 2025

Sagard Wealth provides wealth management and family office services to individuals, families, and foundations. Sagard invests across venture capital, private equity, private credit, and real estate.

AUM range
Over $20B
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Private Credit, Real Estate
  • Venture Capital
  • Private Equity
  • Private Credit
  • Real Estate
  • Financial Services
  • Healthcare

Offit Capital Advisors

New York, NY | Multi-family office | Founded 2007

Offit Capital is a multi-family office serving individuals, families, endowments, and foundations. It provides investment advisory services across asset classes, including public equities, fixed income, private equity, private credit, real estate, and hedge funds.

AUM range
Over $20B
Check size
Not stated
Asset classes
Fixed Income, Private Equity, Public Equities, Hedge Funds, Private Credit, Real Estate
  • Fixed Income
  • Private Equity
  • Equities
  • Hedge Funds
  • Private Credit
  • Real Estate

LDJ Capital Multi-Family Office

New York, NY | Multi-family office | Founded 2005

LDJ Capital Multi-Family Office provides advice and services to families and individuals. Its stated areas span private equity, venture capital, real estate, public markets, commodities, technology, media, and consumer sectors.

AUM range
Over $20B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Public Equities, Hedge Funds, Commodities
  • Private Equity
  • Venture Capital
  • Real Estate
  • Public Markets
  • Commodities
  • Technology

Rockefeller Capital Management

New York, NY | Multi-family office | Founded 2018

Rockefeller Capital Management provides family office, wealth management, asset management and strategic advisory services to individuals, families, institutions and corporations. The firm launched following the acquisition of the Rockefeller family private investment office.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Funds
  • Family Office Services
  • Wealth Management
  • Asset Management
  • Strategic Advisory

Ehrenkranz Partners L.P.

New York, NY | Multi-family office | Founded 1966

Ehrenkranz Partners is a multi-family office and wealth management firm that advises families on financial matters. It invests across asset classes and market cycles.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Real Estate, Funds
  • Wealth Management
  • Alternative Investments
  • Private Equity
  • Real Estate

TAG Associates, LLC

New York, NY | Multi-family office | Founded 1983

TAG Associates is a multi-client family office that provides portfolio management services. Its stated investment areas include private equity, real estate, and venture capital.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Real Estate, Venture Capital
  • Private Equity
  • Real Estate
  • Venture Capital

Seven Bridges Advisors, LLC

New York, NY | Multi-family office | Founded 2011

Seven Bridges Advisors is a multifamily investment office serving institutions, individuals, and families. It sources and evaluates investments across markets, assets, and strategies, and builds customized portfolios.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Fixed Income, Public Equities, Private Equity, Real Estate
  • Fixed Income
  • Hedged Equities
  • Developed Market Equities
  • Emerging Markets
  • Private Assets
  • Real Assets

FFT Wealth Management, LLC

New York, NY | Multi-family office | Founded 2009

FFT Wealth Management is a multi-family office providing investment management and family office services. Its stated offering includes access to alternative investments, venture capital, private equity, and funds.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Funds
  • Investment Management
  • Alternative Investments
  • Venture Capital
  • Private Equity
  • Family Office Services
  • Consolidated Reporting

Permanens Capital Partners

New York, NY | Multi-family office | Founded 2011

Permanens Capital Partners is a multi-family office based in New York. Its stated investment areas include long-only equities, private equity, hedge funds, and alternative investments.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Public Equities, Hedge Funds
  • Long-Only Equity
  • Private Equity
  • Hedge Funds
  • Alternative Investments

Stonecourt Capital LP.

New York, NY | Multi-family office | Founded 2016

Stonecourt Capital is a multi-family office providing financial and strategic resources to companies across industries. It invests in partnership with management teams and can take control or non-control positions.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Direct Investments
  • Private Equity
  • Company Growth

Family Management Corporation

New York, NY | Multi-family office | Founded 1989

Family Management Corporation is a registered investment adviser serving individuals, families, and not-for-profit organizations. It provides tailored plans using stocks, bonds, mutual funds, alternative investments, insurance, and tax-aware products.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Funds, Hedge Funds, Real Estate, Private Equity
  • Investment Management
  • Stocks
  • Bonds
  • Mutual Funds
  • Alternative Investments
  • Tax-Aware Products

The Confidas Group

New York, NY | Multi-family office | Founded 1999

The Confidas Group is a multi-family office serving family groups in Latin America and Europe. It provides investment management and corporate finance advice across traditional investments, alternatives, and mergers and acquisitions.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Hedge Funds, Private Equity, Venture Capital, Real Estate, Public Equities, Fixed Income
  • Traditional Investments
  • Hedge Funds
  • Private Equity
  • Venture Capital
  • Real Estate
  • Mergers and Acquisitions

SBP Management

New York, NY | Multi-family office | Founded 2011

SBP Management invests across direct funds and co-investments, long/short equity, credit, and special situations. Its target industries include life sciences, technology, financials, consumer products, real estate, industrials, and natural resources.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Private Credit, Public Equities, Funds, Direct Investments
  • Life Sciences
  • Technology
  • Financials
  • Luxury and Consumer Products
  • Real Estate
  • Natural Resources

East End Advisors

New York, NY | Multi-family office | Founded 2007

East End Advisors is an independent multi-family advisory firm serving a small number of wealthy families and affiliated foundations. It manages customized, diversified investment portfolios.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Not stated
  • Investment Portfolio Management

Old City Investment Partners LLC

New York, NY | Multi-family office | Founded 2006

Old City Investment Partners works with alternative investment managers to provide strategies to families, foundations, endowments, and private institutions.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Hedge Funds, Private Equity
  • Hedge Funds
  • Private Equity
  • Alternative Investments

BBH Multi-Family Office

New York, NY | Multi-family office | Founded 1818

BBH Multi Family Office helps families establish and coordinate family office services tailored to their circumstances and values. Its work includes identifying needs, organizing service providers, and sharing practices based on experience with families.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity
  • Endowment Fund
  • Foundation
  • Private Equity
  • Alternative Investments
  • Investment Banking

Stelac Advisory Services LLC

New York, NY | Multi-family office | Founded 2007

Stelac Advisory Services is a multifamily office that provides investment advice to clients. The firm describes its role as an intermediary between clients and financial institutions.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital
  • Private Equity
  • Venture Capital
  • Information Technology

Collaborative Capital Advisors LLC

New York, NY | Multi-family office

Collaborative Capital Advisors is a multi-family office offering investment opportunities, family office services, and philanthropic guidance to families and individuals.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Hedge Funds
  • Private Equity
  • Venture Capital
  • Hedge Funds
  • Alternative Investments
  • Technology
  • Philanthropy

East Rock Capital

New York, NY | Multi-family office | Founded 2005

East Rock Capital is a multi-family office whose investment approach developed through its work with a family that was its founding client.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Not stated

FFO LLC

New York, NY | Multi-family office | Founded 2014

FFO provides family office and business management services to individuals, families, and their advisors. Its services address financial and lifestyle objectives for clients including entrepreneurs, investment managers, athletes, artists, and entertainers.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Hedge Funds
  • Private Equity
  • Hedge Funds
  • Alternative Investments

Tamra-Tacoma Capital Partners

New York, NY | Multi-family office | Founded 2012

Tamra-Tacoma Capital Partners is a multi-family office that makes direct placements in traditional and renewable energy. The firm reports $1.75 billion in discretionary capital.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Direct Investments, Infrastructure
  • Traditional Energy
  • Renewable Energy

Eagle Bay Advisors LLC

New York, NY | Multi-family office | Founded 2015

Eagle Bay Advisors is a multi-family office providing financial advice and planning to individuals and families. Its services address family finances, businesses, causes, and legacy matters.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate
  • Wealth Management
  • Investment Advice
  • Financial Planning
  • Risk Management
  • Trust and Estate Planning
  • Real Estate

Ferro Capital (Vatera Holdings LLC)

New York, NY | Multi-family office | Founded 2007

Vatera Holdings is a family office advisor investing across traditional sectors and alternative strategies. Its healthcare team makes direct venture capital and private equity investments.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Commodities, Real Estate, Venture Capital, Private Equity
  • Healthcare
  • Traditional Markets
  • Alternative Investments

Single family office (24)

Patriarch Partners, LLC

New York, NY | Single family office | Founded 2000

Patriarch Partners is a family office and private investment firm that acquires and restructures companies, with a focus on undervalued American brands and business operations.

AUM range
Over $20B
Check size
Not stated
Asset classes
Real Estate, Private Equity, Venture Capital, Hedge Funds
Wealth source
Not stated
  • Real Estate
  • Private Equity
  • Venture Capital
  • Hedge Funds
  • Alternative Investments
  • Company Acquisitions

Archegos Capital Management, LP

New York, NY | Single family office

Archegos Capital Management is a family office that manages the wealth of the Hwang family.

AUM range
Over $20B
Check size
Not stated
Asset classes
Hedge Funds
Wealth source
Hwang family
  • Hedge Funds

L Investments

New York, NY | Single family office | Founded 1999

L Investments is a single-family office with a portfolio of public and private equity.

AUM range
Over $20B
Check size
Not stated
Asset classes
Public Equities, Private Equity, Hedge Funds
Wealth source
Not stated
  • Oil And Gas
  • Clean Technology
  • Clean Energy

DFO Management, LLC

New York, NY | Single family office | Founded 1998

DFO is the family investment office of the Dell family. It invests across a range of asset classes, including publicly traded securities, private equity, real estate, special opportunities, and investments with external managers.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Public Equities, Private Equity, Real Estate, Funds
Wealth source
Dell family; technology business
  • Publicly Traded Securities
  • Private Equity
  • Real Estate
  • Special Opportunities
  • External Managers

MSD Capital, L.P.

New York, NY | Single family office | Founded 1998

MSD Capital manages the assets of the Dell family and invests across public securities, private equity, real estate, special opportunities and third-party funds.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Real Estate, Public Equities, Funds
Wealth source
Dell family
  • Publicly Traded Securities
  • Private Equity
  • Real Estate
  • Special Opportunities
  • Private And Public Markets

The Heyman Enterprise

New York, NY | Single family office

The Heyman Enterprise is a single-family office and investment firm focused on real estate.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Real Estate
Wealth source
Heyman family
  • Real Estate

Seven Valleys LLC

New York, NY | Single family office | Founded 2009

Seven Valleys is a New York-based single-family office managing investments in commercial real estate, venture capital, private equity and other asset classes.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Private Equity
Wealth source
Zhang and Pan families; real estate development
  • Commercial Real Estate
  • Venture Capital
  • Private Equity

Beamonte Investments

New York, NY | Single family office | Founded 2000

Beamonte Investments is a single-family office based in Boston with operations in Latin America. It identifies investment opportunities across industries and markets.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Venture Capital
Wealth source
Not stated
  • Private Equity
  • Media
  • Pharmaceuticals
  • Manufacturing
  • Venture Capital
  • Financial Technology

Silver Rock Capital Partners, LP

New York, NY | Single family office

Silver Rock Capital Partners is an alternative credit asset manager and family office firm originating from the Milken family office.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Credit
Wealth source
Milken family
  • Aerospace
  • Defense
  • Automotive
  • Consumer
  • Retail
  • Industrials

Wildcat Capital Management

New York, NY | Single family office | Founded 2011

Wildcat Capital Management is a family office associated with the Bonderman family.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Real Estate
Wealth source
Bonderman family
  • Private Equity
  • Real Estate
  • Financial Services
  • Technology
  • Car Washes

Declaration Partners LP

New York, NY | Single family office | Founded 2017

Declaration Partners is a private investment firm anchored by a family office and investing on behalf of family offices and institutional investors. Its strategies include growth equity, real estate, seeding and other opportunistic investments.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Real Estate, Funds
Wealth source
Not stated
  • Growth Equity
  • Real Estate
  • Seeding
  • Opportunistic Strategies

Willoughby Capital Holdings, LLC

New York, NY | Single family office | Founded 2009

Willoughby Capital Holdings is a United States-based family office that makes private investments.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Direct Investments
Wealth source
Not stated

The Scharf Group

Brooklyn, NY | Single family office | Founded 1946

The Scharf Group is a fourth-generation family-office investment company founded in 1946. Its business activities include real estate, healthcare, and banking, with property holdings across residential, commercial, industrial, and retail sectors.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Real Estate, Venture Capital
Wealth source
Scharf family
  • Real Estate
  • Healthcare
  • Financial Services
  • Venture Capital

Roystone Management Holdings LLC

New York, NY | Single family office | Founded 2012

Roystone Management Holdings is a single family office that invests in small and medium-sized businesses with established products or services. It considers minority and control positions in companies at growth inflection points.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Consumer Goods
  • Industrials
  • Technology
  • Retail
  • Business Services
  • Materials

HRS Management LLC

New York, NY | Single family office

HRS Management is a single-family office investing across multiple industries, platforms and asset classes. Its stated investment areas include private equity and hedge funds.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Hedge Funds
Wealth source
Not stated
  • Private Equity
  • Hedge Funds

Lupa Systems, LLC

New York, NY | Single family office | Founded 2019

Lupa Systems is a private investment holding company that invests across venture capital, private equity, and public equities. It works with founders and management teams on business strategy and development.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Public Equities, Real Estate
Wealth source
Not stated
  • Technology
  • Media
  • Sustainability
  • Innovation
  • Entrepreneurship
  • Business Building

Mousse Partners Limited

New York, NY | Single family office | Founded 1991

Mousse Partners is a single-family office that invests across a range of asset classes through funds and direct company investments. It provides sector knowledge and long-term capital to its partners.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Public Equities, Hedge Funds, Funds
Wealth source
Wertheimer family; Chanel
  • Private Equity
  • Venture Capital
  • Real Assets
  • Equities
  • Hedge Funds

Beitel Group

Brooklyn, NY | Single family office | Founded 2007

Beitel Group is a single-family office focused on acquiring and managing multifamily, retail, and mixed-use properties. Its activities span acquisition, financing, construction and renovation, stabilization, and exit.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Real Estate
Wealth source
Not stated
  • Multifamily
  • Retail Properties
  • Mixed-Use Properties
  • Property Acquisition
  • Property Management

James Alpha Advisors, LLC

New York, NY | Single family office | Founded 2006

James Alpha Advisors is a single family office founded in 2006 to manage the financial affairs of one individual. Its stated areas include private equity, venture capital, alternative investments, hedge funds, liquid alternatives, and seed-stage investments.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Hedge Funds
Wealth source
Not stated
  • Private Equity
  • Venture Capital
  • Alternative Investments
  • Hedge Funds
  • Liquid Alternatives
  • Seed Stage

Willett Advisors LLC

New York, NY | Single family office | Founded 2010

Willett Advisors manages the philanthropic assets of its founder, including assets of Bloomberg Philanthropies. Its stated investment areas include hedge funds, alternative investments, public equity markets, and oil and natural gas focused real assets.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Hedge Funds, Public Equities, Commodities
Wealth source
Not stated
  • Hedge Funds
  • Alternative Investments
  • Public Equity Markets
  • Oil And Natural Gas

Jefferson River Capital LLC

New York, NY | Single family office

Jefferson River Capital operates as a single-family office and invests in a range of market sectors. Its stated areas include technology and real estate, including industrial, multifamily, retail, and office properties.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Real Estate
Wealth source
Not stated
  • Technology
  • Industrial Real Estate
  • Multifamily Real Estate
  • Retail Real Estate
  • Office Real Estate

Horton Point LLC

New York, NY | Single family office | Founded 2006

Horton Point is a family office platform offering alternative investment opportunities across multiple strategies. It provides investors access to strategies managed by fund managers and uses technology to support investment processes.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Funds, Hedge Funds, Private Equity, Real Estate, Private Credit
Wealth source
Not stated
  • Alternative Investments
  • Technology

Ocean Road Advisors, Inc.

New York, NY | Single family office | Founded 2005

Ocean Road Advisors is a family office and investment management company overseeing family assets. The family’s business background includes advertising, marketing, communications, real estate, healthcare, and education.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Public Equities, Private Equity, Hedge Funds, Real Estate, Venture Capital
Wealth source
Meyer family; advertising, marketing, and communications
  • Public Equities
  • Private Equities
  • Hedge Funds
  • Real Estate
  • Venture Capital

Dorilton Capital

New York, NY | Single family office | Founded 2009

Dorilton Capital is a family equity investment firm focused on lower middle-market companies. It invests on behalf of a single family and works with company management teams to support business growth.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Direct Investments
Wealth source
Not stated
  • Private Equity
  • Venture Capital
  • Mergers and Acquisitions
  • Motor Sports
  • Automobiles

Videos for this list

Video thumbnail: New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real Estate
New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real EstateAn interview about a New York City multi-family office investor mandate, described as exceeding $1 billion. The title points to a focus on private equity and real estate.
Video thumbnail: New York City Private Investor Mandate Interview
New York City Private Investor Mandate InterviewAn interview about a private investor mandate associated with New York City. It outlines the investor's areas of interest and investment criteria.

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Questions about this list

Which locations are covered by the New York City list?

The list contains forty eight profiles in New York and two in Brooklyn, for fifty total.These location counts describe the profiles shown and can help you narrow research to the part of the city most relevant to your plans.

What investment focuses are most common?

Private equity appears in twenty seven profiles and real estate in twenty three. Hedge funds are recorded for sixteen offices, while venture capital and alternative investments each appear for fourteen. These are profile focus labels, not confirmation that an office is actively pursuing a specific deal.

How should I approach a New York family office?

Use the profile's office type and investment focus to decide whether there is a plausible fit. Send a concise, tailored note that describes your company, fund, or transaction and connects it to the office's stated interests. Verify the decision process and appetite for your opportunity before investing heavily in outreach.

Does disclosed AUM indicate available investment capital?

No. AUM is disclosed for all fifty profiles, but that figure does not establish how much capital an office can allocate to a particular opportunity. Use it as firm-level context alongside investment focus and other profile details, then confirm fit independently.

What does the full list add to the free page?

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