State list
This page covers 35 family offices listed in North Carolina. The set includes 18 single family offices and 17 multi family offices. Charlotte is the main location in the database, accounting for 21 profiles, while Greensboro and Raleigh have 3 each. Recorded investment interests include private equity, real estate, alternative investments, technology, and distribution, with industrials, hedge funds, and building materials also represented. Eleven offices have disclosed AUM, which offers one point of context alongside each profile’s other public fields. The list can help founders and managers identify potential prospects, while investors and advisors can use it to map family office activity across the state. Treat focus areas as starting signals, then assess each office’s public profile and verify whether its mandate fits your work.
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.
Colmont Group is a single-family office that invests its own capital in family- and founder-owned businesses in the lower middle market. It seeks majority equity positions and provides capital, operational experience, and strategic support.
Biltmore Family Office is a collaborative multi-family office serving business owners, entrepreneurs, and their families. It provides investment advisory services.
Cannondale Capital Investors is the family investment office for the Ripp family, focused on lower-middle-market businesses in the Charlotte area. It acquires and operates companies with an emphasis on long-term portfolio growth.
Colony Family Offices is a multi-family office serving families in the southeastern United States. Its stated focus includes alternative investments.
ARC Industries is a single-family office that invests permanent family capital to acquire established, profitable businesses from retiring owners and owner-operators. Its acquisitions include manufacturing, plastics, environmental services, architectural signs and logistics.
The Magan Group is a single-family office that invests its own capital in corporate carveouts and divestitures. Its stated sectors include manufacturing, industrial services, software, logistics, consumer products, distribution, specialty chemicals, and media.
Asymmetrix is a Charlotte-based single family office founded in 2019. It invests its own capital across early-stage ventures, digital assets, private equity, and private real estate.
Byron Financial is an independently managed asset management firm providing financial services to high-net-worth clients. Its services include financial planning and support around liquidity events, with an emphasis on tax-efficient strategies.
Hillandale Advisors is a single-family office and merchant bank that invests in and holds private businesses, generally with $1 million to $10 million in EBITDA. It also advises private company owners on capital raising, mergers and acquisitions, valuations, and growth or sale preparation.
Hayden Harper Advisory provides family office, tax, and financial services to entrepreneurs, families, and businesses. Its services include coordination of financial affairs, private transactions, tax and legal professionals, partnerships, and trusts.
SilverRock Wealth Partners is a multi-family office serving individuals and families with financial planning. Its stated areas include private real estate, private equity, philanthropic and estate planning, tax planning, and stocks and bonds.
Ten Oaks Group is a single-family office focused on corporate carve-outs and divestiture opportunities across industries and geographies. It also considers other investments with long-term value creation potential.
Cornwell Capital is a single family office pursuing direct investments in lower middle-market companies.
Sparta Wealth Partners provides private client and multi-family office services to individuals, families, and businesses. Its advisory scope includes assets, banking, estate and succession planning, insurance, valuation, and retirement planning.
Dozer Capital is a single-family office based in Charlotte that acquires established businesses. It works with business owners seeking a transition and targets companies with a history and potential for growth.
Toucan Financial is a multi-family office and advisor that charges a fixed annual fee and invests for the long term. It favors passive management in public markets.
Zwick Partners is a single-family office based in Charlotte that invests in small businesses in the United States and parts of Western Europe. Its investments include growth capital, recapitalizations, and buyouts.
Tillery Capital is a family office structured private investment firm that invests in and builds lower middle-market companies alongside management teams. It focuses on companies with annual EBITDA above $2 million.
StrategicMFO is a collection of single-family offices serving family business owners.
Amy Gross Family Office oversees investment, legal, accounting and tax matters for multiple entities belonging to a family. Its services include jewelry valuation and legacy planning.
Mattei Holdings is a multi-family office headquartered in Charlotte. It manages a diversified portfolio across private investments and real assets, serving families with a focus on capital preservation, growth, and intergenerational planning.
Eton Advisors is a multi-family office providing wealth management and family office services. Its services include investment, education, retirement, and estate planning.
Franklin Street Partners serves individuals, multigenerational families, foundations, and institutions. Its work combines financial market perspectives with attention to client goals.
Timonier Family Office offers wealth advisory services to families and retirement plans, including wealth management, risk management, tax advice, retirement planning, and estate preparation.
Granville Capital manages investments for a limited group of family office clients. It serves as investment manager and general partner for funds of hedge funds and a private equity fund of funds.
Hutchinson Family Office provides private wealth management and family office services to a select group of affluent families.
Piedmont is a privately owned trust company and wealth management firm serving multi generational families. Its services include investment and wealth management for families with at least $10 million in investable assets.
Broyhill Asset Management is an investment firm established as a family office with a value-oriented approach. It focuses on identifying investments for its partners.
McGeever is a single-family office focused on private investment management and the family’s financial and philanthropic goals. Its stated investment areas include healthcare, information technology, and energy companies.
Gilder Partners for Growth is a registered investment adviser offering families a customized investment platform and family office infrastructure. Its services support investment diversification and outsourced investment management.
West 10 is a single-family office established to support the personal, operational, and lifestyle needs of a family. Its activities include household operations, property management, and family administration.
Long Family Office is a single family office serving the Long family. Its stated areas include alternative investments and technology.
Insight Family Office is a single-family office focused on direct investments, including venture capital through pre-IPO shares, secondary limited partner interests, and distressed debt.
CAV_OK is a multi-family office providing wealth and well-being support to families. Its services include counsel, strategy, planning, and project execution.
RFA Management Company is a single-family office.
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The page includes 35 family offices listed in North Carolina. There are 18 single family offices and 17 multi family offices. These counts describe the records on this page, which can help you understand its coverage before reviewing individual firms and their public profile details.
Charlotte accounts for 21 listed offices. Greensboro and Raleigh have 3 each, while Chapel Hill and Wilmington have 2 each. The distribution can help you orient location-based research, but it does not indicate where an office’s investment decisions are made or whether it reviews opportunities from outside its area.
Private equity is recorded as a focus for 9 offices, and real estate for 5. Alternative investments and technology each appear for 4, while distribution and industrials each appear for 3. These categories reflect the available profile data and can guide screening, but should be confirmed against each office’s broader mandate.
Review the public profile and connect your outreach to the office’s stated interests. Describe your business or fund, the opportunity, and the reason the office may be a fit in a short, tailored note. Avoid assuming a listed focus means active interest, and use any submission preferences the office makes public.
The full list includes contact data, decision makers, and check size fields, which can help qualify profiles and plan targeted outreach. Request it through the form if those details would be useful for your research. The list does not promise introductions, funding, responses, or investment outcomes.
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