State list
Ohio's family office profiles span single-family and multi-family structures, with 19 of the listed offices classified as single-family and 17 as multi-family. Cleveland accounts for 11 entries, while Cincinnati and Columbus have four each. The stated investment interests range from private equity and alternative investments to venture capital, hedge funds, and real estate. These are useful starting points for founders seeking capital and for fund managers or advisors mapping potential investors, but a listed focus alone does not confirm current appetite for a particular deal. Compare each profile's public information with your sector, stage, geography, and target check size. AUM is disclosed for 17 offices, while the list's founding dates span 1983 to 2019. Use these details to prioritize further research, and verify fit before outreach. The page offers firm-level context rather than a promise of access or investment interest.
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.
Orchard Holdings Group is a private investment firm that invests family capital in businesses with potential for long-term value creation. It partners with management teams to build businesses over time.
The Loring Group is a single-family office with a history of investing in real estate and managing properties. It also supports and invests in a range of actively managed investments.
Vigran Investments is a single-family office based in Cincinnati and Indianapolis. It manages investments across private equity, public equity, hedge funds, and real estate.
Constellation Wealth Advisors is a privately held wealth management firm that provides multi-family office services. The source text describes its services as financial guidance for clients.
Key Family Wealth is the multi-family office division of Key Private Bank, providing wealth planning and investment services to families. Its offerings include investment, tax, philanthropic, credit and estate planning, as well as enterprise consulting, legacy planning, education, foundation and accounting services.
CWC Capital is a single-family office founded following the sale of Calvert Wire and Cable. It invests in middle market businesses, including wholesale distribution, manufacturing, and gourmet foods.
Weinberg Capital Group invests in control equity positions in lower middle-market businesses across North America. Its stated sectors include consumer products, business services, manufacturing, and value-added distribution.
Wellspring Financial Advisors is an independent multi-family office providing personal wealth management to individuals and families. Its services include investment advisory, tax planning, financial and estate planning, risk management, and family education.
Bratenahl Capital Partners invests on behalf of the Howley family and the Howley Foundation. Its activity includes commitments to private equity funds, co-investments in individual deals and secondary transactions.
Brownhelm Capital is a single-family office that invests through third-party funds and directly across companies, industries and stages. Its investment interests include financial services and real estate.
RIK Enterprises is a single-family office located in the Cleveland and Akron area of Ohio.
Planned Financial Services provides family office coordination across retirement planning, investments, education, insurance, tax planning, business succession, philanthropy, and cash management.
RMS Investment Group is a single-family office serving the founding families of Forest City Realty Trust. It provides investment and real estate expertise, with stated areas including real estate, private equity and venture capital.
Nottingham Spirk is a single-family office and innovation consulting firm based in Cleveland.
Rockside Capital Partners is a single-family office based in Cleveland, Ohio.
Trust Company Family Offices is a multi-family office serving families, businesses, and nonprofit organizations. It provides fiduciary services, trust administration, investment management, and coordinated advisory support.
Paragon Advisors is a multi-family office that manages family wealth. Its services include organizing financial matters, reviewing assets and developing wealth and tax strategies.
CM Wealth Advisors is a multi-family office serving client families, charitable foundations, and endowments. It began as a single-family office and later expanded to serve multiple clients.
Fairway Wealth Management provides family office services alongside wealth management. Its stated service areas include financial planning and trusts and trustees.
Kirtland Hills Capital Management provides investment research, portfolio management, and data consulting for family offices and high-net-worth families. It builds customized public equity portfolios using quantitative tools and qualitative analysis.
Covarrubia & Company is a single family office and business advisory serving small to middle market companies. Its advisory work includes helping companies address growth goals and capital needs.
Capital Asset Management is a multi-family office serving families and individuals with wealth planning and investment advice. Its services include organizing assets and helping clients identify financial goals and investment choices.
The Jeffrey Company and Jeffrey Management Co. form a privately held investment firm and family office owned by descendants of the Jeffrey family. The family’s wealth originated in coal mining machinery manufacturing, and the operating assets were sold to Dresser Industries.
TJFO is a single-family office based in Ohio. It oversees accounting operations and monitors the performance of invested assets.
Oberlin Wealth Partners is an independent registered investment adviser and multi-family office. It provides management services to wealthy families based on their individual goals.
Harvest Financial Advisors is an independent multi-family office that advises families and individuals on wealth growth, protection and transition. It also helps families establish goals for current and future generations.
Milstein Asset Management is a single-family office focused on opportunistic, value-oriented investments across capital markets. Its stated areas include public and private equity, portfolio management, and mergers and acquisitions.
St. Clair Advisors is a multi-family office serving families, business owners, and executives. Its services include investment advisory, tax planning and compliance, and wealth transfer planning.
Cornerstone Family Office is a privately held, fee-only multi-family office serving individuals and families.
Walnut Ridge Family Office invests in and partners with businesses, drawing on experience from its family enterprise. Its stated areas include business services, specialty manufacturing and distribution, and healthcare products and services.
Ridama Capital is a multi-family office providing investment advisory and management services to private clients.
Kaulig Capital is a single family office for a family and makes control and non-control investments in private companies outside the home improvement sector. It also provides family office services to some entrepreneurs and other individuals following liquidity events.
Kaulig Companies Limited is a single member family office for the Kaulig family. Its business interests include sports and entertainment, marketing and events, consumer home products, and financial services.
The Hudson Pacific Group is a multi-family office organized to address the financial needs involved in managing family wealth.
SJS Multi-Family Office coordinates estate, tax, accounting, legal, and investment strategies for families. Its services are intended to support families in managing and preserving their wealth.
CYMI Holdings manages investments and provides governance for the Mathile family. It was established following the sale of the Iams Company to manage family assets, philanthropy, and financial strength.
340 events hosted since 2007, from summits to small workshops.
The page includes 36 offices listed in Ohio. The database classifies 19 as single-family offices and 17 as multi-family offices. These counts describe the profiles on this page and do not indicate which firms are open to new opportunities.
Cleveland has 11 listed offices. Cincinnati and Columbus have four each, followed by Mayfield Heights and Orange Village with two each. The city counts reflect the listed profiles and are not a measure of investment activity.
Private equity is listed for seven offices, alternative investments for five, and venture capital for four. Hedge funds and real estate each appear for three. Review individual profiles to understand how a stated focus relates to your opportunity.
Use the public profile to check stated focus and location, then tailor a concise message to the office's apparent interests. Explain the opportunity, stage, and capital sought clearly. A listed investment area is a research clue, not confirmation that the office is seeking deals.
The full list adds contact data, decision makers, and check size fields to the public firm-level information shown here. Request it using the form to support targeted research. The list does not promise introductions, investment, or outcomes.
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