State and sector
This list covers 42 family offices based in New York State that have healthcare among their recorded investment interests. Most are in New York City, with additional offices in Rye, Brooklyn, Melville and Katonah. The group includes 32 single-family offices and 10 multi-family offices, so readers can compare different office structures while researching potential investors. Healthcare is one of several reported interests: private equity, real estate and venture capital also appear frequently. That overlap may be relevant to companies whose healthcare model connects with other sectors, though a recorded focus alone does not establish an office’s current mandate or appetite for a particular opportunity. Use the table to narrow research by location and profile, then assess each firm’s investment history, stage, instrument and fit before reaching out. The data is intended as a starting point for targeted research, not a substitute for confirming investment criteria directly.
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.
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.
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.
Beamonte Investments is a single-family office based in Boston with operations in Latin America. It identifies investment opportunities across industries and markets.
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.
Collaborative Capital Advisors is a multi-family office offering investment opportunities, family office services, and philanthropic guidance to families and individuals.
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.
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.
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.
Hildred Capital Partners is a multi-family office investing in equity and debt across sectors and geographies. It has a particular interest in private equity and is open to co-investment opportunities.
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.
Broad Creek Capital is a family office and private investment partnership with a focus on U.S. real estate, complemented by venture and growth equity. It invests in properties and in companies across technology, healthcare, sustainability and consumer markets.
Table Management is a single-family office overseeing the Ackman family’s wealth, philanthropic activities, and personal finances. Its portfolio includes passive investments and select private investments, with a focus on venture capital and growth opportunities.
Upsher Management Company is a single-family office with a family legacy in healthcare as operators, clinicians, and investors.
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.
NewEdge Family Office is a specialized offering within NewEdge Wealth for families with complex planning and asset coordination needs. Its services include investment management, estate strategy, tax planning and administration.
North Haven Capital is a multi-family office-backed investment group that invests in lower middle market family and owner-operator businesses in New England. It provides capital and networks to support business growth and operations.
Spring St. Group is an investment firm within a private family office that partners with emerging consumer brands. It provides portfolio companies with development, advisory, and operational management support.
COX Capital Group is a multi-family office serving families with financial governance and wealth management needs across generations. Its services include wealth structuring, inheritance planning and philanthropy.
Achilles Management is a single-family office that invests across the capital structure and seeks co-investments in large deals. Its portfolio includes investments in funds managed by Apollo and Blackstone.
Bagnols Family Office Investment Partners is a single family office focused on middle market private equity. Its industry experience includes business services, industrial services, healthcare services, transportation and logistics, finance, consumer and pet care.
JMC Investment makes direct private equity investments in businesses, including those led by entrepreneurs pursuing growth. The broader family office also allocates to third-party managers in public markets.
Dubin & Co. is a private investment company and single-family office. It invests in and builds businesses across healthcare, financial services, commodities, consumer products, media, and real estate.
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.
Kapoor Family Office manages and grows the Kapoor family's wealth through investments and philanthropic initiatives. It focuses on health and wellness, human connection, and ventures that support women-led businesses.
SMVentures is a family office that invests in companies at any stage when its interests and expertise align with their vision. Its stated areas include technology, healthcare, financial services, and consumer health and wellness.
Foreview Ventures is a vertically integrated single-family office active in real estate and venture capital investments across the United States.
Ziff Capital Partners is a single-family office managing capital for the Ziff family. Its investments span private equity, venture capital, real estate, and public markets, with interests including healthcare, media, and sports.
Sandbridge Capital is a private equity firm embedded within a family office. Its stated investment areas include retail, food and beverage, apparel, healthcare, and consumer durables.
The office manages a private holding company focused on building and growing early-stage companies. Its interests include mental health and human potential.
Stetson Family Office is a single-family office established by the Stetson family. Its history includes organizing a public offering for a beverage company and work in banking and rail transportation.
Cooper Family Office manages family assets derived from stock trading. It invests globally, primarily through alternative investments including hedge funds and private equity funds.
Lalia Capital is a single-family office and private investment firm. It makes principal investments across public and private markets globally, with stated interests in consumer products, services, and medical devices.
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.
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.
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.
Stillwater is a single-family office that invests directly across industries and stages, from early-stage businesses to mature operating companies. Its investments include growth equity, value businesses and real estate.
The confidential family office manages a multi-currency, cross-border investment portfolio that includes equities, real estate and fixed income.
Summer Road is a single family office that manages part of the Sackler family’s wealth, derived from the former pharmaceutical business.
Dunes Point Capital is a family office and private investment firm pursuing control transactions in general industrial and business services sectors. Its investment approach emphasizes organic growth and operational transformation.
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.
Broadfin Holdings is a single-family office investing across public and private companies and asset classes, with a particular focus on healthcare. Its investment activities use principal capital.
Titan Grove Holdings is a private holding company that builds and owns businesses focused on sustainable and impact-driven operations.
340 events hosted since 2007, from summits to small workshops.
It indicates that healthcare appears among the office’s recorded investment interests and that the office is based in New York State. It does not confirm that the firm is actively investing, accepts outside proposals, or has a mandate that fits a particular company. Verify those points against public information and direct responses before treating an office as a prospect.
No. Thirty-eight of the 42 listed offices are in New York City. The remaining profiles are associated with Rye, Brooklyn, Melville and Katonah.Check each profile’s location details when geography matters to your search.
The recorded focus tags span several sectors. Private equity appears for 20 offices, real estate for 18, venture capital for 15 and technology for 11. These tags describe reported areas of interest, not the amount allocated to each sector or a commitment to consider a specific healthcare opportunity.
Start by checking whether the office’s public profile and investment history fit your company’s stage, sector, geography and financing needs. Send a concise, tailored note that explains the opportunity and why it may match the office’s stated interests. Confirm its current process and criteria before sharing sensitive material.
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