State list
The Oregon page lists seven in-state family offices and adds eight nearby firms to broaden the regional set. Portland accounts for four listed offices, Lake Oswego for two, and Beaverton for one. The in-state profiles include three single-family offices and four multi-family offices. Private equity appears most often among stated interests, followed by real estate, venture capital, and alternative investments. Technology-related interests also appear in the profiles, alongside hedge funds and fintech. Three offices disclose AUM, while five were founded after 2010. These details can help founders, fund managers, investors, and advisors decide which profiles warrant closer review. They do not establish that an office is seeking investments or matches a particular raise. Compare the public profile information with your own sector, stage, geography, and capital needs, then verify any potential fit before reaching out.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
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.
Capitol Family Office provides multi-family office services, including access to money management, financial planning, investment advice, and insurance for its clients.
VergePointe Capital provides family office and wealth management services to entrepreneurs, families, and individuals. Its investment approach includes traditional and alternative investments, with plans tailored to each client's financial circumstances.
Allium Financial Advisors is a multi-family office providing integrated private wealth management to families, family foundations, and nonprofit organizations.
Leatherwood Capital is a family office that partners with companies in the Pacific Northwest. Its private capital investments include private equity and real estate.
The R-Group is a multi-family office focused on angel investments and venture capital across financial technology, high technology, medical technology, education technology, lifestyle and consumer packaged goods industries.
Meriwether Family Office is a single-family office based in Oregon.
The Somera Family Office is a single-family office for the Somera family.
More family offices from nearby areas.
Iconiq Capital is a global multi family office operating as an independent registered investment adviser.
IEQ Capital is an independent wealth management firm with a multi-family office offering. It helps families coordinate investment strategies and related services tailored to their needs.
Bayshore Global Management is a single-family office established in 2006. Its stated areas of interest are technology and startups.
Farther Family Office provides advisory services and technology-supported financial management for families. Its services are designed to address integrated financial and personal planning needs.
Premji Invest is the investment arm of the Premji family, investing in private equity, venture capital, and public markets. Its stated sector interests include technology, financial services, and consumer businesses.
Lido Advisors is a multifamily office providing financial planning that considers investment, tax, and estate matters. Its stated areas include alternative investments.
Baker Street Advisors Group provides wealth management services to families and individuals. Its stated investment areas include hedge funds, private equity and alternative investments.
Jordan Park Group is a multi-family office serving families, foundations, and related institutions. Its stated investment areas include private equity, mergers and acquisitions, oil and gas, real estate, venture capital, and hedge funds.
Coverage here is limited, and the team can help scope a wider search.
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
340 events hosted since 2007, from summits to small workshops.
The page lists seven offices in Oregon and adds eight nearby firms. The in-state profiles include three single-family offices and four multi-family offices. Nearby firms broaden the regional research set but are not counted as Oregon-based.
Portland has four listed offices, Lake Oswego has two, and Beaverton has one. These figures describe the city distribution in the list. They do not measure an office's investment activity or geographic reach.
Private equity is listed for four offices, followed by real estate for three. Venture capital and alternative investments each appear for two offices. Profiles also include technology-related interests, hedge funds, and fintech.
Check the public profile for a stated focus that matches your sector and stage, then make your message specific to that fit. Give a clear summary of the opportunity and capital sought. A profile does not confirm active interest, so verify relevance before investing time in outreach.
The full list adds contact data, decision makers, and check size fields to help you assess and research the listed offices. Request the list through the form. It does not promise introductions, funding, or investment outcomes.
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Use the form to request contact data, decision makers, and check size fields for the full list. These additional details can help you compare Oregon and nearby profiles with your search criteria and plan targeted outreach. No introductions, funding, or outcomes are promised.
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