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New York Family Offices Investing in Private Credit

This focused list covers 11 family offices in New York City with private credit among their recorded investment interests. Seven are single-family offices and four are multi-family offices. Private credit appears alongside private equity and real estate, each recorded for nine offices, and venture capital for seven. Other tags include alternative investments, hedge funds and fixed income. This mix gives fund managers, borrowers and advisors useful context for researching potential fit, but broad categories do not show whether an office lends directly, invests through funds, or is open to a particular structure. The list is small, so each profile warrants individual review. Check public information for evidence of relevant transactions, preferred instruments and any stated investment parameters, then confirm those points directly before preparing an approach.

At a glance

  • The list includes 11 offices, all in New York City and the United States.
  • There are seven single-family offices and four multi-family offices.
  • Private credit appears as a focus for five offices.
  • Private equity and real estate each appear for nine offices.
  • AUM is disclosed for four offices.

Family office profiles (11)

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.

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

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

Central Family Advisors LLC

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

Central Family Advisors provides independent advice to families on financial goals. Its stated areas include portfolio construction, manager selection, public securities, alternative investments, and non-securities assets.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Public Equities, Hedge Funds, Private Equity, Private Credit, Venture Capital, Real Estate
  • Public Securities
  • Asset Allocation
  • Manager Selection
  • Private Equity
  • Private Credit
  • Real Estate

SOJA Ventures LLC

New York, NY | Single family office | Founded 2021

SOJA Ventures is a single-family office investing primarily in technology-focused growth companies. It provides structured debt, alternative credit financing and non-control equity investments to technology and service businesses.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Private Credit, Hedge Funds
Wealth source
Swig family
  • Technology
  • Growth Companies
  • Alternative Credit
  • Structured Debt
  • Artificial Intelligence
  • Aerospace

Valera Capital

New York, NY | Single family office | Founded 2019

Valera Capital is a single-family office investing directly and through funds and co-investments. It seeks to preserve and grow family assets through a diversified portfolio with a long-term horizon.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Private Credit, Funds, Direct Investments
Wealth source
Not stated
  • Private Equity
  • Venture Capital
  • Private Credit
  • Sensors And Controls
  • Software
  • Services

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

Wedgewood Capital LLC

New York, NY | Single family office

Wedgewood Capital is a single family office focused on long-term capital appreciation. Its stated strategies include lower middle market private equity, private credit and venture capital.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Private Credit, Venture Capital
Wealth source
Not stated
  • Lower Middle Market Private Equity
  • Private Credit
  • Venture Capital

LCA Capital LLC

New York, NY | Single family office | Founded 2008

LCA Capital is a multi-generational Latin American family office with operating businesses in infrastructure, real estate, hotels, and self-storage. Its portfolio also includes venture capital, life sciences, GP stakes, and structured credit.

AUM range
Not stated
Check size
Not stated
Asset classes
Infrastructure, Real Estate, Venture Capital, Private Credit
Wealth source
Not stated
  • Infrastructure
  • Real Estate
  • Hotels
  • Self-Storage
  • Venture Capital
  • Structured Credit

SIAR Capital, LLC

New York, NY | Single family office

SIAR Capital is a single-family office focused on undervalued and emerging growth companies. Its stated areas include private equity, alternative investments, closed-end funds, and private debt funds.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Private Credit, Funds
Wealth source
Not stated
  • Private Equity
  • Alternative Investments
  • Closed-End Funds
  • Private Debt Funds

Misha Investment

New York, NY | Single family office | Founded 2016

Misha Investments is a single-family office investing across private equity, private debt funds, real estate, venture capital, public securities and other alternative assets.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Private Credit, Public Equities, Funds
Wealth source
Not stated
  • Private Equity
  • Private Debt Funds
  • Real Estate
  • Venture Capital
  • Public Securities
  • Alternative Investments

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 a private credit focus mean an office lends directly?

The recorded focus does not establish how an office participates in private credit. It may reflect interest in direct lending, credit funds or another strategy, and the page does not specify a current mandate. Review available firm-level information and confirm the preferred instrument, borrower profile and process with the office.

How broad is this New York list?

It contains 11 offices, all located in New York City. Seven are single-family offices and four are multi-family offices.Given its focused scope, treat the table as a starting point for research and assess each profile individually.

What other focus areas are recorded?

Private equity and real estate each appear for nine offices, while venture capital appears for seven. Alternative investments and private credit each appear for five, and hedge funds for four. These tags describe reported interests; they do not indicate allocation, seniority or willingness to consider a specific deal.

How should borrowers or fund managers approach these offices?

First establish whether the office participates in the type of credit strategy you are offering. Present the structure, borrower or fund profile, return and risk considerations, and relevant track record clearly. Tailor the message to the office’s public interests and confirm its current criteria before sending detailed or sensitive materials.

What does the full list add?

The free page provides public firm-level fields and withholds contact details. The full list adds contact data, decision makers and check size fields to help you assess and research potential counterparties. It does not promise introductions, funding, a reply or any other outcome.

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