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Palo Alto Family Office List

This Palo Alto list includes sixteen family offices, with twelve single-family offices and four multi-family offices. Recorded interests span private equity, venture capital, technology and real estate, alongside alternative investments, education, climate and artificial intelligence. Six offices disclose AUM in the summarized fields, giving some basis for comparing firm scale, though disclosed AUM is not the same as an available check size. The profiles range in founding date from 1969 to 2025, and nine were founded after 2010. For founders, fund managers and advisors, these details support a first pass across office structure, history and themes. Review each profile for mandate and stage fit before outreach. The full list adds contact data, decision makers and check size fields for more focused research.

At a glance

  • The page lists 16 Palo Alto offices.
  • The entries include 12 single-family offices and 4 multi-family offices.
  • Private equity appears for 5 offices, and venture capital for 4.
  • Six offices disclose AUM in the summarized fields.
  • Nine listed offices were founded after 2010.

Family office profiles (16)

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.

Single family office (12)

Bayshore Global Management LLC

Palo Alto, CA | Single family office | Founded 2006

Bayshore Global Management is a single-family office established in 2006. Its stated areas of interest are technology and startups.

AUM range
Over $20B
Check size
Not stated
Asset classes
Venture Capital
Wealth source
Brin family; technology
  • Technology
  • Startups

Caldicot Capital LLC

Palo Alto, CA | Single family office | Founded 2020

Caldicot Capital is a family office investing in middle market businesses. It partners with business owners and management teams, using flexible transaction structures and patient capital.

AUM range
Under $50M
Check size
Not stated
Asset classes
Private Equity, Venture Capital
Wealth source
Not stated
  • Business Services
  • Light Manufacturing
  • Technology
  • Franchising
  • Distribution
  • Maintenance Services

C.M. Capital Corporation

Palo Alto, CA | Single family office | Founded 1969

C.M. Capital Corporation is the single-family office for the Cha family and the Cha Group of affiliated companies. Its stated investment areas include alternative asset classes.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Hedge Funds, Real Estate, Public Equities, Commodities
Wealth source
Cha family
  • Venture Capital
  • Private Equity
  • Hedge Funds
  • Real Estate
  • Stocks
  • Commodities

Emerson Collective, LLC

Palo Alto, CA | Single family office | Founded 2011

Emerson Collective is a single-family office and impact investment company that invests and gives through venture capital, philanthropy, advocacy, and media. Its work focuses on education and economic mobility, immigration, energy, and the environment.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital
Wealth source
Powell Jobs family
  • Education
  • Economic Mobility
  • Immigration
  • Energy
  • Environment
  • Media

ONE WORLD Investments

Palo Alto, CA | Single family office | Founded 2015

ONE WORLD Investments is a single-family office that invests family and foundation capital across asset classes and makes direct investments in early-stage companies. Its areas of interest include healthcare, climate, education, and financial access.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Healthcare
  • Climate
  • Education
  • Financial Access

Cypress Capital Group

Palo Alto, CA | Single family office | Founded 2011

Cypress Capital Group is a single family office and sponsor of real estate funds. Its investment activity focuses on multifamily and middle-income housing in Silicon Valley, New York City and other technology-centered cities.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Funds
Wealth source
Not stated
  • Multifamily Housing
  • Middle-Income Housing
  • Value-Add Properties
  • Real Estate

Sawtooth Capital

Palo Alto, CA | Single family office

Sawtooth Capital is a single-family office that invests in private markets to diversify the family’s portfolio. Its areas include multifamily real estate, venture capital, private equity, private credit and secondaries, through funds and direct investments.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Private Equity, Private Credit, Direct Investments, Funds
Wealth source
Not stated
  • Multifamily Real Estate
  • Venture Capital
  • Private Equity
  • Private Credit
  • Secondaries

Hillspire, LLC

Palo Alto, CA | Single family office | Founded 2007

Hillspire is an integrated single-family office supporting the activities of the Schmidt family, including philanthropic, ocean research, and futures initiatives. Its stated areas include real estate, aviation, and maritime activities.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
Wealth source
Not stated
  • Real Estate
  • Aviation
  • Maritime Activities

Kutsa Foundation

Palo Alto, CA | Single family office | Founded 1974

Kutsa Foundation is a single-family office managing the Kutsa family’s private assets, investments, and philanthropic initiatives.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Public Equities, Private Equity, Venture Capital, Direct Investments
Wealth source
Kutsa family
  • California Real Estate
  • Property
  • Public And Private Equity
  • Venture Capital
  • Technology
  • Special Situations

Koop LLC

Palo Alto, CA | Single family office | Founded 2012

Koop is a single family office managing family wealth, investments, lifestyle, and related affairs.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate
Wealth source
Not stated
  • Technology
  • Mobility and Transportation
  • Space Technology
  • Energy Transition
  • Renewables
  • Real Assets

Saunders Holdings LP

Palo Alto, CA | Single family office | Founded 2020

Saunders Holdings is a single-family office that manages and allocates capital for its principals. It considers direct investments, fund commitments, and co-investment partnerships across asset classes, with a long-term wealth preservation approach.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments, Funds
Wealth source
Saunders family
  • Direct Investments
  • Fund Commitments
  • Co-Investments
  • Wealth Preservation

Kellman Family Office

Palo Alto, CA | Single family office

Kellman Family Office is a single-family office focused on public equity portfolios, venture capital, and investments in electronics and healthcare. Its wealth management activities followed investment work for executives in Silicon Valley.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Venture Capital
Wealth source
Kellman family
  • Public Equities
  • Venture Capital
  • Electronics
  • Healthcare

Multi-family office (4)

C.M. Capital Management

Palo Alto, CA | Multi-family office | Founded 2007

C.M. Capital Management advises on global investments across asset classes. The firm traces its roots to managing the Cha family’s real estate investments in the United States.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Private Equity, Hedge Funds
  • Real Estate
  • Venture Capital
  • Private Equity
  • Hedge Funds

Rosewood Family Advisors LLP

Palo Alto, CA | Multi-family office | Founded 2019

Rosewood Family Advisors is a multi-family office serving individuals and families with accounting, tax, estate planning, philanthropy and risk services. It also provides family administrative support.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Not stated
  • Accounting
  • Tax Planning
  • Estate Planning
  • Philanthropy
  • Family Administration

Ardenwood Advisors, LLC

Palo Alto, CA | Multi-family office | Founded 2025

Ardenwood Advisors is a multi-family office and registered investment advisor serving families, entrepreneurs, and family offices. Its stated investment areas include private equity, real estate, and hedge funds.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Private Equity, Real Estate, Hedge Funds, Funds
  • Private Equity
  • Real Estate
  • Hedge Funds
  • Alternative Investments

Oval Partners LLC

Palo Alto, CA | Multi-family office | Founded 2016

Oval Partners is a multifamily office investment vehicle that provides liquidity, growth capital, and acquisition funding to founders of growing businesses. Its stated areas include business and technology-enabled services.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity
  • Business Services
  • Technology-Enabled Services
  • Information Services
  • Internet
  • Software
  • Industrial Technology

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

What kinds of family offices are in the Palo Alto list?

The list includes twelve single-family offices and four multi-family offices. The distinction gives a useful starting point for researching how each firm is organized, but it does not by itself establish mandate, investment process or whether the office invests directly.

Which investment themes are most common?

Private equity is recorded for five offices and venture capital for four. Technology and real estate each appear for three, while alternative investments, education, climate and artificial intelligence each appear for two. Use these themes as screening indicators and confirm details in the individual profiles.

What does disclosed AUM tell me?

Six offices disclose AUM in the summarized fields. AUM can provide context about reported firm scale, but it does not establish available capital, a target allocation or the check size for a particular opportunity. The full list includes check size fields to support further screening.

How should I approach a Palo Alto family office?

Research the office’s public profile and connect your note to a specific recorded theme, such as venture capital, private equity or technology. Briefly explain your stage, geography, structure and capital need. Ask whether the mandate is relevant before sending a large data room or detailed materials.

What does the full list add?

The full list adds contact data, decision makers and check size fields, helping researchers identify the right person and assess potential scale. Request it through the form to support your diligence and outreach planning. It does not provide introductions or promise investment outcomes.

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