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State list

Pennsylvania Family Office List

Pennsylvania's list includes 50 family offices, with 18 single-family offices and 32 multi-family offices. Philadelphia has eight entries, Pittsburgh has five, and King of Prussia has four. The stated investment interests cover private equity, real estate, venture capital, technology, hedge funds, and alternative investments, among other areas. These profiles can help founders identify offices to research, fund managers map potential investors, and advisors compare the public information available across the state. AUM is disclosed for 17 offices, and the founding dates span 1911 to 2026. Treat focus, location, and disclosed AUM as context for screening rather than proof of an active mandate or fit. Check each profile against your sector, stage, geography, and capital needs before deciding whether to make contact. The free page supports initial research; the full list adds fields that can help with more targeted evaluation.

At a glance

  • The list includes 50 offices, 18 single-family and 32 multi-family.
  • Philadelphia has 8 listed offices, the largest city count shown.
  • Private equity is listed for 14 offices.
  • AUM is disclosed for 17 offices.
  • Twenty offices were founded after 2010.

Family office profiles (50)

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.

Allentown (1)

Arrivato, LLC

Allentown, PA | Single family office | Founded 2013

Arrivato is an extension of a single-family office focused on principal strategies. Its real estate activities include multifamily acquisitions, land development, and solar development.

AUM range
Over $20B
Check size
Not stated
Asset classes
Real Estate, Infrastructure
Wealth source
Not stated
  • Multifamily Acquisitions
  • Land Development
  • Solar Development
  • Special Situations
  • Proprietary Trading

Newtown Square (1)

Veritable LP

Newtown Square, PA | Multi-family office | Founded 1986

Veritable LP is a multi-family office and investment advisory firm providing integrated investment solutions for families. Its stated investment areas include public markets, private equity, real estate, and alternative investments.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Hedge Funds, Private Equity, Real Estate, Funds
  • Public Companies
  • Mutual Funds
  • Hedge Funds
  • Private Equity
  • Private Real Estate
  • Alternative Investments

Radnor (2)

Nordwand Capital

Radnor, PA | Multi-family office | Founded 2022

Nordwand Capital is a multi-family office serving families through asset allocation services and co-investment opportunities. Its approach includes personalized service and investment partnerships.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Direct Investments
  • Asset Allocation
  • Co-Investments

Callan Family Office

Radnor, PA | Multi-family office | Founded 2022

Callan Family Office provides advice and counsel to high-net-worth families, foundations, and endowments. Its services draw on investment research, technology, and education to support wealth management and planning.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Private Equity, Funds
  • Real Estate
  • Technology Startups
  • Venture Capital
  • Private Equity Funds

Pittsburgh (5)

F.N.B. Private Family Wealth

Pittsburgh, PA | Multi-family office | Founded 2026

F.N.B. Private Family Wealth is a multi-family office and wealth advisory practice serving individuals, families, and business owners with complex financial needs. Its services include investment management, private markets, wealth preservation, succession planning, and estate services.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Real Estate, Hedge Funds, Infrastructure, Commodities
  • Investment Management
  • Alternative Investments
  • Private Markets
  • Real Assets
  • Hedge Fund Strategies
  • Wealth Preservation

Woodland Management

Pittsburgh, PA | Single family office | Founded 2004

Woodland Management is a single family office for the Bernstein family. It co-invests with company operators and sponsors in businesses across several sectors.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Direct Investments
Wealth source
Bernstein family
  • Consumer
  • Healthcare Services
  • Franchises
  • Payments
  • Manufacturing
  • Real Estate

Febert & Associates, LLC

Pittsburgh, PA | Multi-family office | Founded 2009

Febert & Associates is a multi-family office providing family office services to individuals, families, business owners, corporate executives, and single family offices. Its services include planning and compliance support.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated

The Hillman Company

Pittsburgh, PA | Single family office | Founded 1911

The Hillman Company is a single-family office with a longstanding portfolio of alternative investments. Its holdings include private equity and hedge funds, alongside real assets.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate, Hedge Funds, Funds
Wealth source
Not stated
  • Private Equity
  • Venture Capital
  • Real Assets
  • Hedge Funds

Duquesne Family Office LLC

Pittsburgh, PA | Single family office | Founded 2010

Duquesne Family Office manages the wealth of its founding family and invests across sectors, with a particular focus on technology.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Druckenmiller family
  • Technology

Jenkintown (2)

Pitcairn Financial Group

Jenkintown, PA | Multi-family office | Founded 1987

Pitcairn is a multi-family office providing wealth management and planning services to families across generations. Its services include fiduciary support, family governance, education, succession planning, and wealth administration.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Not stated
  • Wealth Management
  • Fiduciary Services
  • Family Governance
  • Estate Planning
  • Philanthropy
  • Succession Planning

Aranda Group

Jenkintown, PA | Multi-family office

Aranda Group provides family office services and sustainable strategies to clients. Its stated approach emphasizes integrity and service.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Family Office Services
  • Sustainable Strategies

Berwyn (1)

Zeke Capital Advisors, LLC

Berwyn, PA | Multi-family office | Founded 2008

Zeke Capital Advisors is a multi-family office that serves as the investment arm for clients, providing investment solutions tailored to client needs.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Direct Investments, Hedge Funds, Private Equity, Venture Capital, Private Credit
  • Direct Investments
  • Alternative Investments
  • Hedge Funds
  • Private Equity
  • Venture Capital
  • Private Credit

Butler (1)

Grouse Ridge Capital, LLC

Butler, PA | Single family office | Founded 2012

Grouse Ridge Capital is a single-family office with wholly owned construction, manufacturing, and fabrication businesses, alongside passive investments in technology-focused areas. It also provides buy-side advisory services.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Direct Investments
Wealth source
Not stated
  • Construction
  • Manufacturing
  • Fabrication
  • Artificial Intelligence
  • Financial Technology
  • Business Software

Philadelphia (8)

Ennovance Capital LLC

Philadelphia, PA | Single family office | Founded 2008

Ennovance Capital is a private family office with a presence in North America, Europe, and Asia. It works with entrepreneurs, companies, and fund managers using permanent capital and a broad network.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Private Equity, Hedge Funds
Wealth source
Not stated
  • Entrepreneurship
  • Company Building
  • Fund Management

Attalus Capital, LP

Philadelphia, PA | Single family office | Founded 1998

Attalus Capital is a Philadelphia-based family office that invests globally across multiple asset classes. It was founded by a family office principal.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Public Equities, Private Equity, Hedge Funds, Funds
Wealth source
Not stated
  • Public Equity Markets
  • Private Equity
  • Hedge Funds
  • Alternative Investments
  • Fund-of-Funds

James Family Capital LLC

Philadelphia, PA | Multi-family office | Founded 2017

James Family Capital is a multi-family office founded by the family of the Slinky inventor. It provides guidance on multigenerational wealth, financial planning, and related tax considerations.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Family Wealth Management
  • Family Business Planning
  • Investment Advisory
  • Financial Planning
  • Multi-generational Wealth
  • Family Wealth Planning

Darco Capital

Philadelphia, PA | Single family office | Founded 2003

Darco Capital is a single-family office investing in real estate, climate technology, deep technology, consumer products, sports, and enterprise technology.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Venture Capital, Private Equity, Direct Investments
Wealth source
Adelman family
  • Real Estate
  • Climate Technology
  • Deep Technology
  • Consumer Products
  • Sports
  • Enterprise Technology

Winnie Capital, LLC

Philadelphia, PA | Single family office | Founded 2023

Winnie Capital is a private family office supporting the business and philanthropic activities of the Kelce family. Its stated areas include consumer brands, sports, media, real estate development, agriculture, and technology.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate
Wealth source
Kelce family
  • Consumer Brands
  • Sports
  • Media
  • Real Estate Development
  • Agriculture
  • Technology

West Capital Management, LLC

Philadelphia, PA | Multi-family office | Founded 1994

West Capital Management is a multi-family office providing wealth management services to clients. Its services cover investment, planning, tax, legal, financial, estate, and family matters.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Wealth Management
  • Investment Planning
  • Tax Planning
  • Estate Planning
  • Financial Planning
  • Family Advisory

St. Andrews LLC

Philadelphia, PA | Single family office | Founded 2024

St. Andrews oversees a portfolio of alternative investments, including buyout, growth equity, venture capital, direct investments, co-investments, secondaries, real estate, and hedge funds. It invests with external managers and directly alongside management teams and entrepreneurs.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Direct Investments, Real Estate, Hedge Funds
Wealth source
Not stated
  • Buyout
  • Growth Equity
  • Co-Investments
  • Secondaries

Brogan Group Investment Advisors LLC

Philadelphia, PA | Multi-family office

Brogan Group Investment Advisors supports families and private businesses with governance, succession planning, and organizational design. Its services also include family education, meeting facilitation, reporting systems, and office structure advice.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Family Governance
  • Succession Planning
  • Organizational Design
  • Family Education

Lancaster (2)

Sageworth Trust Company

Lancaster, PA | Multi-family office | Founded 2001

Sageworth is a multi-family office, trust company, and advisory firm based in Lancaster, Pennsylvania. Its stated area includes alternative investments.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Not stated
  • Alternative Investments
  • Trust Services
  • Advisory Services

Aspire Universal

Lancaster, PA | Multi-family office | Founded 2015

Aspire Universal is a multi-family office focused on investments related to healthcare delivery, precision medicine and technological innovation. Its stated areas include artificial intelligence, healthcare technology, medical technology, private equity and venture capital.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital
  • Artificial Intelligence
  • Technology
  • Private Equity
  • Venture Capital
  • Healthcare Technology
  • Medical Technology

West Conshohocken (3)

Verdis Investment Management

West Conshohocken, PA | Single family office | Founded 2004

Verdis Investment Management invests globally with its own capital and capital from institutional and family office partners. Its stated areas include real estate, natural resources, private equity, venture capital, and marketable alternatives.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Private Equity, Venture Capital, Hedge Funds
Wealth source
Not stated
  • University Endowments
  • Real Estate
  • Natural Resources
  • Private Equity
  • Venture Capital
  • Marketable Alternatives

Baldwin Investment Management, LLC

West Conshohocken, PA | Multi-family office | Founded 1999

Baldwin Investment Management is a privately owned firm serving families, foundations, and nonprofit institutions. It provides investment advisory, family office, and financial planning services.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Private Equity
  • Private Equity
  • Technology

GKFO, LLC

West Conshohocken, PA | Multi-family office

GKFO is a multi-family office based in Pennsylvania. It is registered as an investment adviser.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated

Chesterbrook (1)

Fairman Group Family Office LLP

Chesterbrook, PA | Multi-family office | Founded 2002

Fairman Group Family Office provides day-to-day management of clients' financial affairs. Its services include organizing income and expenses and supporting clients' overall financial plans.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Not stated
  • Financial Management
  • Income and Expense Management
  • Financial Planning

Blue Bell (1)

Kang & Co PWM™

Blue Bell, PA | Multi-family office | Founded 2012

Kang & Co PWM provides multi family office services to families across generations. Its services include wealth and investment management, tax and accounting, trust and estate planning, and private portfolio management.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Not stated
  • Tax
  • Financial Planning
  • Wealth Management
  • Investment Management
  • Trust And Estate Planning
  • Private Portfolio Management

King of Prussia (4)

Redbadge Pacific, Inc.

King of Prussia, PA | Multi-family office | Founded 2015

Redbadge Pacific invests in growing businesses through venture capital, private equity and real estate. Its stated sector interests include information and communications technology, healthcare, education and media, with a focus on Korea and Southeast Asia.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Real Estate
  • Information and Communications Technology
  • Healthcare
  • Education
  • Real Estate
  • Media

F/B/O Services, Inc.

King of Prussia, PA | Multi-family office | Founded 2003

FBO Services is a multi-family office serving individuals, families, and their related interests.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Not stated
  • Family Office Services

Fortis Family Office

King of Prussia, PA | Multi-family office | Founded 1913

Fortis Family Office provides multi-family office services to families, including consolidated support for financial and family decision-making.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
  • Family Office Services
  • Financial Planning
  • Real Estate

ARJ Strategy Partners, LLC

King of Prussia, PA | Single family office | Founded 2006

ARJ Strategy Partners is a single-family office with investments in the solid waste sector, including organics recycling.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated
  • Solid Waste
  • Organics Recycling

Wyomissing (2)

Berkshire Advisors Multi-Family Office / Berkshire Advisors, Inc.

Wyomissing, PA | Multi-family office | Founded 1992

Berkshire Advisors Multi-Family Office provides personalized services to support individuals with comprehensive financial planning needs.

AUM range
$50M-$250M
Check size
Not stated
Asset classes
Not stated
  • Wealth Management
  • Retirement Planning
  • College Planning
  • Long-Term Care Planning
  • Life Insurance
  • 401(k) Rollovers

Lountzis Asset Management, LLC

Wyomissing, PA | Multi-family office | Founded 2001

Lountzis Asset Management is a multi-family office that serves families, business owners, individuals, institutions and retirement plans with customized portfolios. Its investment objective emphasizes long-term after-tax returns and capital preservation.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Customized Portfolios
  • Wealth Preservation
  • Long-Term Investing

Wayne (2)

WSL Family Office & Private Wealth Management, LLC

Wayne, PA | Single family office | Founded 2024

WSL Family Office provides wealth management and advisory services to families and entrepreneurs. Its services include investment management, business advice, family governance, estate planning, and tax coordination.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated

Kestrel Investments, LLC

Wayne, PA | Single family office | Founded 2005

Kestrel Investments is a single-family office focused on direct investments, private equity, and real assets.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments, Private Equity, Real Estate, Infrastructure, Commodities
Wealth source
Not stated
  • Direct Investments
  • Private Equity
  • Real Assets

Glen Mills (1)

Keystone Family Office Inc.

Glen Mills, PA | Multi-family office | Founded 1980

Keystone Family Office is an internationally focused multi-family office providing advisory and asset management services to families and organizations. Its work includes support for investments, business interests, and real estate holdings.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
  • International Investing
  • Asset Management
  • Real Estate
  • Business Interests

Bethlehem (1)

Apple Tree Wealth Management

Bethlehem, PA | Multi-family office | Founded 2012

Apple Tree Wealth Management is a multi-family office based in Bethlehem, Pennsylvania. It provides family office services through a team that coordinates the management and administration of clients’ wealth.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
  • Wealth Management
  • Financial Planning
  • Investment Management
  • Family Office Services
  • Real Estate

Yardley (1)

Apex Financial Advisors Inc.

Yardley, PA | Multi-family office | Founded 2010

Apex Financial Advisors is a multi-family office providing investment management, financial planning, commercial real estate, tax, estate, and philanthropic services to individuals and families.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
  • Investment Management
  • Commercial Real Estate
  • Financial Planning
  • Tax Planning
  • Estate Planning
  • Philanthropy

York (1)

Collective Family Office, LLC

York, PA | Multi-family office | Founded 2019

Collective Family Office is a multi-family office that coordinates investments, taxes, trusts, and estate planning for families. Its services include fiduciary support and financial planning across generations.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated

Lansdale (1)

Handwerk Multi Family Office, LLC

Lansdale, PA | Multi-family office | Founded 2006

Handwerk Multi Family Office works with families on wealth planning, considering their goals, timeframes, family circumstances, and risk tolerance.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated

Springfield (1)

KeyBridge Financial LLC

Springfield, PA | Single family office

KeyBridge Financial is a single-family office that provides investment, financial management, and planning services. Its stated investment areas include private equity, hedge funds, equities, and real estate.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Hedge Funds, Public Equities, Real Estate
Wealth source
Not stated
  • Private Equity
  • Hedge Funds
  • Equities
  • Real Estate

Bridgeville (1)

Waldron Private Wealth

Bridgeville, PA | Multi-family office | Founded 1995

Waldron Private Wealth is a wealth management and multi-family office firm advising individuals, families, and family offices. It provides advice on managing and simplifying complex wealth.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated

Chester Springs (1)

Duce Management, LLC

Chester Springs, PA | Multi-family office | Founded 2012

Duce Management is a multi-family office investment firm managing a portfolio of technology companies. Its investments include businesses in pharmaceuticals, therapeutics, and biosciences.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
  • Technology
  • Pharmaceuticals
  • Therapeutics
  • Biosciences

Canonsburg (1)

Quaker Capital Investments, LLC

Canonsburg, PA | Single family office | Founded 1985

Quaker Capital Investments is a single-family office investing in global public equities. It also invests in regional startups and mature private companies undergoing ownership transitions, and may invest in fixed income securities.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Direct Investments
Wealth source
Not stated
  • Public Equities
  • Startups
  • Private Companies
  • Distressed Fixed Income

Mechanicsburg (1)

Avantra Family Wealth

Mechanicsburg, PA | Multi-family office | Founded 2017

Avantra Family Wealth is a multi-family office that works with individuals and families on financial and investment goals. Its services are tailored to clients' needs.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated

Ambler (1)

Hughes Growth Strategies, LLC

Ambler, PA | Multi-family office | Founded 2012

Hughes Growth Strategies advises firms in the family wealth industry on business development, communications, and brand positioning.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Business Development
  • Communications
  • Brand Positioning

Bryn Mawr (1)

Trove Family Office

Bryn Mawr, PA | Multi-family office | Founded 2001

Cornerstone Family Office is a privately held, fee-only multi-family office serving individuals and families. It provides wealth administration and financial and lifestyle concierge services.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Wealth Administration
  • Financial Concierge
  • Lifestyle Concierge

Moon Township (1)

Wadhwani Family Office

Moon Township, PA | Single family office | Founded 2016

Wadhwani Family Office is the investment arm of the Wadhwani family and invests assets of the family and Symphony Technology Group. It operates as a subsidiary of Symphony Technology Group.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Wadhwani family; technology
  • Technology

East Stroudsburg (1)

Kirkwood Family Office

East Stroudsburg, PA | Single family office | Founded 2000

Kirkwood Family Office conducts investment research and builds networks in Greater China, Southeast Asia, and the United Kingdom.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
Wealth source
Kirkwood family
  • Real Estate
  • Golf Resorts

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Questions about this list

How many family offices are listed in Pennsylvania?

The page includes 50 offices listed in Pennsylvania. Of these, 18 are classified as single-family offices and 32 as multi-family offices. These counts describe the database profiles included here, not the number of offices actively seeking investments.

Which Pennsylvania cities have the most listed offices?

Philadelphia has eight listed offices, followed by Pittsburgh with five and King of Prussia with four. West Conshohocken has three, while Radnor has two. These figures show the locations represented in the list.

What investment focuses are represented?

Private equity appears for 14 offices, real estate for 10, and venture capital for nine. Technology is listed for seven offices, while hedge funds and alternative investments each appear for six. Use profile details to assess how these focus areas relate to your opportunity.

How should I approach Pennsylvania family offices?

Review the profile and connect your opportunity to a stated investment focus, relevant geography, and stage. A concise, tailored message should make the proposition and capital sought easy to understand. Do not treat a listed focus or location as confirmation of current investment appetite.

What does the full list add?

The full list adds contact data, decision makers, and check size fields to the public firm-level information shown here. Request it through the form to support more targeted research. There is no promise of introductions, funding, or investment outcomes.

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Submit the form to request the full list with contact data, decision makers, and check size fields. These additions can help you compare profiles across Pennsylvania and narrow your research to offices that appear relevant. No introductions, funding, or outcomes are promised.

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