City list
This Portland family office list covers 4 firms based in the city, with 3 nearby offices added for a broader regional view. The profiles include 3 single-family offices and 1 multi-family office. Private equity is recorded for 3 firms, while real estate appears for 2. Other interests span fintech, financial technology, high technology, medtech, edtech and lifestyle. These categories offer useful points for initial research, though similar labels may reflect distinct profile descriptions rather than a single shared mandate. None of the 4 listed firms has disclosed assets under management in the profiles on this page, so the page does not support an AUM comparison. Founding dates range from 2014 to 2021, and 3 firms were founded after 2010. Founders, fund managers and advisors can use the profiles to identify potential areas of alignment, then verify investment stage, geography and criteria 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.
Leatherwood Capital is a family office that partners with companies in the Pacific Northwest. Its private capital investments include private equity and real estate.
Meriwether Family Office is a single-family office based in Oregon.
The Somera Family Office is a single-family office for the Somera family.
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.
More family offices from nearby areas.
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.
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 4 offices based in Portland and adds 3 nearby offices. Among the 4 city profiles, 3 are single-family offices and 1 is a multi-family office.
Private equity appears in 3 profiles and real estate in 2. The data also includes fintech, financial technology, high technology, medtech and edtech, as well as lifestyle. Related technology labels may describe different profile wording, so review each firm’s details individually.
the profiles on this page does not disclose assets under management for any of the 4 Portland firms. That means AUM is not available as a comparison field here. The profiles can still be reviewed by firm type and stated interests, with further checks needed to establish scale or fit.
Tie your message to a specific recorded interest, such as private equity, real estate or a technology category, and explain why your opportunity fits. Include a concise description, stage, geography and capital sought. Treat profile categories as research clues, then confirm the firm’s criteria before sending detailed materials.
The full list, available by request through the form, adds contact data, decision makers and check size fields. This can make it easier to research the right person and assess whether a firm’s parameters may suit your opportunity. The data does not promise introductions, investment or other outcomes.
Request the full list
Use the form to request the full list with contact data, decision makers and check size fields. These details can support a focused review of Portland and nearby family offices before you plan outreach. The request does not promise introductions, funding or any particular result.
Details that help us respond:
Prefer the phone? Call (808) 600-9260. Other ways to reach us: Get matched or Talk to us.
The request form loads here. If it does not appear, call (808) 600-9260 or email Richard@InvestorClub.com.
We use your details to answer your request. See our privacy policy. A request does not create an introduction or a promise of funding.