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New York Family Offices Investing in Impact Investing

This list brings together 18 family offices based in New York State with impact investing among their recorded interests. Fourteen are in New York City, while the others are in Brooklyn, Woodmere, Millerton and Katonah. The group includes 13 single-family offices and five multi-family offices. Impact investing appears alongside interests such as private equity, venture capital and real estate, which may help readers identify offices whose broader portfolios intersect with a particular business model or fund strategy. The recorded tags are a research clue, not evidence of a specific impact thesis, measurable goals or current investment appetite. Review each profile and look for public examples that clarify how the office defines impact and evaluates opportunities. For founders, fund managers and advisors, the table offers a focused starting point for building a more carefully qualified New York prospect list.

At a glance

  • The list includes 18 offices, all based in the United States.
  • New York City accounts for 14 listed offices.
  • There are 13 single-family offices and five multi-family offices.
  • Private equity and venture capital each appear as a focus for five offices; impact investing appears for two.
  • AUM is disclosed for three offices.

Family office profiles (18)

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 (14)

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

Rai Family Office

New York, NY | Single family office | Founded 2010

The Rai Family Office manages the Rai family’s financial, business, and personal affairs. Its stated investment interests include mobile applications, social media, and technology with social impact and humanitarian benefit.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Mobile Applications
  • Social Media
  • Technology
  • Social Impact

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

Private Capital Investments LLC

New York, NY | Multi-family office

Private Capital Investments invests in and advises social impact early-stage venture capital funds and companies. It also provides family office support and advisory services across investments, transactions, philanthropy, and estate matters.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Hedge Funds, Real Estate
  • Mission-Driven Investments
  • Venture Capital
  • Private Equity
  • Hedge Funds
  • Real Estate
  • Art

Band Family Office

New York, NY | Single family office | Founded 2017

Band Family Office serves the Band family.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Band family

Saint Partners Philanthropy Services

New York, NY | Multi-family office | Founded 2013

Saint Partners provides philanthropy services and operates as a multi-family office serving family offices. Its work supports the use of wealth and influence for social good.

AUM range
Not stated
Check size
Not stated
Asset classes
Funds
  • Philanthropy
  • Impact Investing

Angeles Family Office

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

Angeles is a multi asset investment firm serving institutional and private wealth clients. It provides customized investment solutions across full portfolios or focused segments.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated

Kapoor Family Office

New York, NY | Single family office

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.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital
Wealth source
Not stated
  • Health and Wellness
  • Human Connection
  • Women-Led Businesses
  • Consumer Technology
  • Enterprise Software
  • Healthcare

Lupoff/Stevens Family Office LLC

New York, NY | Single family office | Founded 2009

Lupoff/Stevens Family Office invests with the aim of combining financial returns with social and environmental impact. Its investment policy supports social and climate equity.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Lupoff and Stevens families
  • Social Equity
  • Climate Equity
  • Impact Investing

Amrit Global

New York, NY | Single family office | Founded 2008

Amrit Global is a family investment holding company and advisory firm that invests in and supports businesses, including through incubation. Its stated areas include impact-driven innovation, hospitality, real estate, and new technologies.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Direct Investments
Wealth source
Not stated
  • Impact-Driven Innovation
  • Hospitality
  • Real Estate
  • New Technologies

David D. Burstein Family Office

New York, NY | Single family office | Founded 2018

The office manages a private holding company focused on building and growing early-stage companies. Its interests include mental health and human potential.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Early Stage Companies
  • Mental Health
  • Human Potential

Cerity Partners Family Office

New York, NY | Multi-family office

Cerity Partners serves individuals, families, businesses, employees, and nonprofit organizations. Its services include financial advice and coordination with legal, tax, planning, and investment professionals.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated

BFO21 LLC

New York, NY | Single family office

BFO21 is a private family investment office based in New York and Los Angeles. It provides capital and insights for impact-oriented initiatives.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated

Felman Family Office

New York, NY | Single family office | Founded 2014

Felman Family Office is a single family office for the Felman family.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital
Wealth source
Felman family
  • Impact
  • Venture Capital
  • Deep Tech
  • Technology
  • Education Technology
  • Biotechnology

Brooklyn (1)

Lupoff Friends and Family Interests, LLC

Brooklyn, NY | Single family office | Founded 2009

Lupoff Friends and Family Interests is a family office and holding company for the family’s investments, academic work, advisory activities, and projects.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Public Equities, Funds, Hedge Funds
Wealth source
Lupoff family
  • Liquid Securities
  • Fund Investments
  • Deep Value
  • Event-Driven
  • Impact Investing

Woodmere (1)

Fishman Family Office

Woodmere, NY | Single family office | Founded 2022

Fishman Family Office is a single-family office investing in private equity, venture capital, traditional equities, real estate, and digital assets, with an emphasis on impact and sustainability. It also invests alongside other family offices and investment funds.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Public Equities, Real Estate, Digital Assets, Funds
Wealth source
Not stated
  • Impact Investing
  • Sustainability

Millerton (1)

Alander Management, LLC

Millerton, NY | Single family office | Founded 2023

Alander Management is a single-family office that manages family capital and supports philanthropic priorities. Its services include investment management, financial, tax and estate planning, philanthropy, and family governance.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate, Private Credit, Public Equities, Direct Investments
Wealth source
Not stated
  • Equities
  • Private Equity
  • Credit
  • Real Estate
  • Impact Investments
  • Direct Investments

Katonah (1)

Titan Grove Holdings

Katonah, NY | Single family office | Founded 2018

Titan Grove Holdings is a private holding company that builds and owns businesses focused on sustainable and impact-driven operations.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Software
  • Technology
  • Real Estate
  • Wireless
  • Internet
  • Data

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

Does an impact investing tag mean an office has a defined impact mandate?

Not necessarily. The list reflects recorded investment interests, and the impact investing tag appears for two offices. It does not establish that an office uses a particular framework, measures specific outcomes or is accepting new proposals. Review public materials and ask how the office evaluates impact and financial performance.

Where are the listed offices located?

Fourteen of the 18 offices are in New York City. The other listed locations are Brooklyn, Woodmere, Millerton and Katonah. Every profile is in the United States. Use the location fields to refine research where local presence matters.

What other interests may overlap with impact investing?

The recorded focus areas include private equity and venture capital, each appearing for five offices, as well as real estate for four. Mobile, equities, hedge funds and healthcare also appear. These categories can guide further research, but they do not reveal a firm’s allocation or criteria for a particular opportunity.

How should I approach these offices well?

Explain the problem your company or fund addresses, the evidence behind its expected outcomes and how those outcomes relate to the investment case. First review the office’s public materials for signals about its approach, sector interests and preferred stages. Ask directly about current criteria rather than assuming that a broad impact label implies a fit.

What does the full list add?

The free page shows public firm-level fields and withholds contact details. The full list adds contact data, decision makers and check size fields, which can help with prospect qualification and outreach planning. It does not provide introductions or guarantee a response, funding or any other outcome.

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