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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.
Kera Capital Partners
Park City, UT | Multi-family office | Founded 2021
Kera Capital Partners is a privately held investment firm and multi-family office providing discretionary wealth management services. Its stated areas include life, liquidity, and risk.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
Park City Family Office
Park City, UT | Multi-family office | Founded 2019
Park City Family Office provides wealth management and family support, with an emphasis on aligning financial resources with client values and family goals.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Hedge Funds, Funds, Real Estate, Private Equity, Venture Capital
Uinta Investment Partners, LLC
Park City, UT | Multi-family office | Founded 2017
Uinta Investment Partners is a multi-family office focused on preserving and growing wealth. It pursues income and total return opportunities, often outside public markets, that may involve complexity and administrative demands.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Fixed Income
Park City Wealth Advisors
Park City, UT | Multi-family office | Founded 2019
Park City Wealth Advisors is a family office serving founders, entrepreneurs, executives and families focused on preserving legacy wealth. It provides holistic planning and asset management services for a diverse client base.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
More family offices from nearby areas.
Orchard Ventures
Salt Lake City, UT | Single family office
Orchard Ventures is a single-family office that invests in businesses and real estate projects through an evergreen structure.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Venture Capital
- Wealth source
- Not stated
Blue Diamond Capital, LLC
Provo, UT | Single family office | Founded 2007
Blue Diamond Capital is a single family office for the Bingham family of Alaska. Its investments include residential development, hospitality, multifamily properties, private equity, and publicly traded securities.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Public Equities
- Wealth source
- Bingham family
SRS Family Office Partners, LLC
Provo, UT | Multi-family office | Founded 2015
SRS Family Office Partners is a multi-family office providing customized wealth and asset management services for families.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Private Equity, Real Estate
Summit Global Investments, LLC
Bountiful, UT | Multi-family office | Founded 2010
Summit Global Investments is a multi-family office providing investment management and family office services to individuals, families, and entrepreneurs. Its capabilities include private capital, strategic asset allocation, estate and trust coordination, tax-aware planning, and family governance.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Funds
Clarke Capital Partners
Provo, UT | Single family office | Founded 2001
Clarke Capital Partners is a family office focused on technology-enabled consumer companies. Its principals have founded and led businesses in consumer electronics, home services, healthcare, online insurance comparison and pet health.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Clarke family; proceeds from business exits
PV:III Enterprises LLC
Salt Lake City, UT | Multi-family office | Founded 2023
PV:III Enterprises is a multi family office that invests through hands-on ownership and works with businesses on operations, leadership, and growth. Its portfolio spans advanced manufacturing, motorsports, hospitality, retail, recreation, and community development.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Direct Investments
Solidarity Wealth, LLC
Lehi, UT | Multi-family office | Founded 2021
Solidarity Wealth is a multi-family office providing financial services that include bookkeeping, bill payment, tax planning, reporting, and family meeting support. It serves founders, entrepreneurs, executives, and families with significant wealth.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
Kensington Stern
Salt Lake City, UT | Single family office | Founded 2020
Kensington Stern is a single-family office investing in real estate, technology, manufacturing, operating companies, and other ventures. It also considers seed investments in early and late-stage startups.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Venture Capital, Direct Investments
- Wealth source
- Not stated
S.K. Hart Management, LLC
Salt Lake City, UT | Single family office | Founded 1981
S.K. Hart Management is a single-family office with a diversified portfolio that includes marketable securities, real estate, and operating companies in energy, agriculture, and other sectors.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Real Estate, Direct Investments
- Wealth source
- Not stated
Ridgeline Capital Group, LLC
Centerville, UT | Single family office | Founded 2018
Ridgeline Capital Group is a single-family office that works with partners to fund businesses and real estate projects. It participates primarily in long-term real estate and private equity opportunities and may provide capital at different stages of a company's life cycle.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Private Equity, Direct Investments
- Wealth source
- Not stated