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FamilyOfficeList

State and sector

New York Family Offices Investing in Energy

This list covers 31 family offices located in New York state with energy among their reported investment interests. New York City accounts for 29 profiles, with the remainder in Keene and Bedford. The group includes 22 single-family offices and 9 multi-family offices. Energy appears alongside real estate, private equity and venture capital, while some profiles also note hedge funds, alternative investments, infrastructure and technology. Assets under management are disclosed for 10 offices, with other profiles offering less public financial detail. The list can help founders, fund managers and advisors identify firms for further research across energy and related investment themes. Check each profile for context on the office's stated interests and location. A reported energy focus does not establish a current mandate, a preferred part of the sector or willingness to consider a specific project.

At a glance

  • The list includes 31 offices, with 22 single-family offices and 9 multi-family offices.
  • New York City accounts for 29 profiles, the largest city count.
  • Energy appears as a focus for 8 offices, while real estate appears for 11.
  • Assets under management are disclosed for 10 profiles.

Family office profiles (31)

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.

New York (29)

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

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

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

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

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

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

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

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

RWN Management, LLC

New York, NY | Single family office

RWN Management is a New York-based single-family office providing investment management and tax and estate planning services.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Real Estate, Private Credit, Private Equity, Public Equities
Wealth source
Not stated
  • Real Estate
  • Credit Strategies
  • Real Estate Lending
  • Equity Investments
  • Agriculture
  • Energy

Beacon Capital LLC

New York, NY | Multi-family office | Founded 2010

Beacon Capital is a multi-family office focused on socially responsible investments and deal structuring. Its stated areas of expertise include life sciences and biotechnology, real estate, banking and insurance, and energy.

AUM range
Under $50M
Check size
Not stated
Asset classes
Real Estate, Private Equity, Infrastructure
  • Life Sciences
  • Biotechnology
  • Real Estate
  • Banking
  • Insurance
  • Energy

Bawden Capital

New York, NY | Single family office | Founded 2000

Bawden Capital is a single-family office rooted in the Bawden family’s work in finance and industry. It invests and partners in early-stage and strategic situations across energy, mining, defense technology, and information technology, and provides business and financing support in those sectors.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Direct Investments
Wealth source
Bawden family; finance, oil and gas, aviation, mining, and insurance businesses
  • Early-Stage Companies
  • Energy
  • Clean Technology
  • Gold Mining
  • Defense Technology
  • Information Technology

Felpel Ventures

New York, NY | Single family office | Founded 2019

Felpel Ventures is the U.S.-based investment arm of a family office, backing early-stage and growth companies. Its stated areas include healthcare, technology, biotechnology, and digital therapeutics.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital
Wealth source
Not stated
  • Venture Capital
  • Healthcare
  • Life Sciences
  • Regulated Technology
  • Fintech
  • Artificial Intelligence

Belfer Management LLC

New York, NY | Single family office | Founded 2000

Belfer Management is a family office affiliated with the Belfer family that manages family investment and philanthropic activities. Its portfolio spans the United States and international markets, with an equity emphasis and selective allocations to third-party managed funds.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Hedge Funds, Real Estate, Funds, Direct Investments
Wealth source
Belfer family; historical businesses in energy, real estate and financial services
  • Energy
  • Real Estate
  • Financial Services
  • Private Equity
  • Hedge Funds
  • Alternative Investments

House of Vanderbilt LLC

New York, NY | Single family office

House of Vanderbilt is associated with the Vanderbilt family. The source text describes activities in music, jewelry, and a social networking platform for creative professionals.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Vanderbilt family; shipping and railroad wealth

Malkin Holdings, LLC

New York, NY | Single family office | Founded 1993

Malkin Holdings is a single-family office that invests in businesses and managers across asset classes and geographies. Its stated areas include private equity, venture capital, public equities, credit, fixed income, and several industry sectors.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Public Equities, Fixed Income
Wealth source
Not stated
  • Private Equity
  • Venture Capital
  • Public Equities
  • Credit
  • Fixed Income
  • Agriculture

SP Group Capital Partners LLC

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

SP Group Capital Partners is a multi-family office focused on private, income-producing companies. Its stated areas include entertainment, natural resources, disaster relief, and alternative debt strategies.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Credit, Infrastructure
  • Entertainment
  • Natural Resources
  • Disaster Relief
  • Alternative Debt Strategies
  • Mobility
  • Sustainable Energy

Kactus Capital Management

New York, NY | Single family office | Founded 2014

Kactus Capital Management is a single family office investing as principal across global public and private markets. Its investments include external managers, co-investments and direct investments.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Private Credit, Public Equities, Fixed Income, Hedge Funds, Real Estate, Commodities, Direct Investments
Wealth source
Not stated
  • External Managers
  • Co-Investments
  • Direct Investments
  • Public Markets
  • Private Markets
  • Real Assets

AVM Investments, LLC

New York, NY | Single family office | Founded 2010

AVM Investments is a single-family office investment company focused on real assets, commodities, and energy strategies. It also invests opportunistically in macro themes, funds, non-correlated strategies, and technology.

AUM range
Not stated
Check size
Not stated
Asset classes
Commodities, Infrastructure, Funds
Wealth source
Not stated
  • Real Assets
  • Commodities
  • Energy
  • Macro Themes
  • Technology

Lifschultz Organization Family Office

New York, NY | Single family office | Founded 1999

The Lifschultz Organization manages the family’s business ventures and investments across Europe, the United States, Asia, and other regions.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Lifschultz family
  • Environmental Technologies
  • Oil And Gas

GRC Investment Group

New York, NY | Single family office | Founded 2000

GRC Investment Group is a single-family office investing its own capital in direct investments and co-investments. Its portfolio includes renewable energy, pharmaceuticals and medical technology, and it is developing a commercial real estate lending platform.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Credit, Direct Investments
Wealth source
Proceeds from investments in fossil fuels, renewable energy and real assets
  • Fossil Fuels
  • Renewable Energy
  • Real Assets
  • Pharmaceuticals
  • Medical Technology
  • Commercial Real Estate

Nirvana Capital LLC

New York, NY | Single family office | Founded 2024

Nirvana Capital is a New York-based micro family office deploying flexible capital across liquid markets and private investments.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated
  • Liquid Markets
  • Private Investments

Blackhawk Partners, Inc.

New York, NY | Single family office | Founded 2008

Blackhawk Partners is a private family office with business activities related to metals, minerals, crude oil, and energy.

AUM range
Not stated
Check size
Not stated
Asset classes
Commodities
Wealth source
Not stated
  • Metals
  • Minerals
  • Crude Oil
  • Oil And Gas
  • Green Energy
  • Fuel

BIMA Capital, LLC

New York, NY | Single family office | Founded 2016

BIMA Capital is an extension of a single-family office that invests in small-cap and micro-cap public and private companies. Its stated areas include innovative technology, life sciences, biotechnology, medical cannabis, energy and natural resources.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Public Equities
Wealth source
Not stated
  • Innovative Technology
  • Life Sciences
  • Biopharma
  • Biotechnology
  • Energy
  • Natural Resources

Pepper International LLC

New York, NY | Multi-family office | Founded 2001

Pepper International provides multi-family office services in New York City. Its stated areas include clean energy and fund-of-funds investments.

AUM range
Not stated
Check size
Not stated
Asset classes
Funds
  • Clean Energy
  • Fund of Funds

MK Capital Partners LLC

New York, NY | Multi-family office | Founded 2004

MK Capital Partners is a partner-owned multi-family office serving families. Its stated investment areas span private equity and a range of industries, including consumer products, healthcare, technology, real estate, and logistics.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate
  • Private Equity
  • Consumer Products
  • Healthcare
  • Technology
  • Real Estate
  • Logistics

Vinart Corp Capital Management

New York, NY | Single family office | Founded 2006

Vinart Corp Capital Management is a single-family office investing its own capital in mid-sized companies globally. Its stated sectors include real estate, commodities, technology, media and telecommunications, infrastructure, and clean energy.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Public Equities, Real Estate, Infrastructure, Commodities
Wealth source
Not stated
  • Real Estate
  • Infrastructure
  • Oil and Gas
  • Commodities
  • Technology, Media and Telecommunications
  • Biotechnology

Beechwood Ventures, LLC

New York, NY | Single family office | Founded 2003

Beechwood Ventures is a single-family office focused on investments in high-technology and life sciences sectors.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital, Private Equity
Wealth source
Not stated
  • High Technology
  • Life Sciences
  • Cybersecurity
  • FinTech
  • Energy
  • Healthcare

Sosa Strategic Partners

New York, NY | Single family office | Founded 2012

Sosa Strategic Partners is a single family office for the Sosa family. Its stated areas include private equity, venture capital and corporate development.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital
Wealth source
Sosa family
  • Private Equity
  • Venture Capital
  • LNG to Power
  • Public-Private Partnerships
  • Corporate Development
  • Banking

CaaS Capital Management

New York, NY | Single family office

CaaS Capital Management is a single-family office investing across regions, industries, and capital structures. Its investment decisions use fundamental and quantitative inputs, with attention to providing liquidity to partners and stakeholders.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated
  • Multi-Region Investing
  • Multi-Industry Investing
  • Capital Structures
  • Liquidity

Keene (1)

Wytrwal Industries Holding Company, LLC

Keene, NY | Single family office | Founded 2011

Wytrwal Industries is a single-family office providing consulting and advisory services focused on finance, economics, and analytics. Its areas of emphasis include energy, natural resources, and commodities in global emerging markets.

AUM range
Not stated
Check size
Not stated
Asset classes
Commodities, Funds
Wealth source
Wytrwal family
  • Finance
  • Economics
  • Analytics
  • Energy
  • Natural Resources
  • Emerging Markets

Bedford (1)

Mellon Stud Ventures, LLC

Bedford, NY | Single family office | Founded 2017

Mellon Stud Ventures is a family investment firm that partners with business leaders. Its stated areas of interest include control investments, real estate, and alternative energy.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate, Infrastructure
Wealth source
Mellon family
  • Control Investments
  • Real Estate
  • Alternative Energy

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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.
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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

What does an energy focus mean on this list?

It means the office profile reports energy among its investment interests. Other reported interests include real estate, private equity, venture capital and infrastructure. The page does not specify that every firm has an active energy mandate, nor does it define a preferred technology, asset type or stage for each office.

Are all listed offices in New York City?

New York City accounts for 29 of the 31 profiles. The other listed locations are Keene and Bedford. The location counts reflect where profiles are based and can guide research, but they do not determine an office's investment geography.

How should an energy company or fund approach these offices?

Review the firm's profile, then explain the opportunity's sector, geography, capital structure, development or operating stage, and financing need. Be specific about how the proposal relates to the office's reported interests, and keep the initial message concise. A broad energy focus alone does not confirm present interest.

How many profiles disclose assets under management?

AUM is disclosed for 10 of the 31 profiles. Other offices may provide different public firm-level information, but the table does not contain disclosed AUM for every firm. Treat available figures as research context and verify details that matter to a potential investment.

What additional information does the full list include?

The full list provides contact data, decision makers and check size fields. These details can help a fund manager, founder or advisor plan a targeted inquiry and assess possible fit. Requesting the data does not include introductions or guarantee funding, consideration or other outcomes.

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