State list
This page covers one family office profile in Rhode Island, located in Providence. Its recorded interests span public equities, fixed income, private equity, real assets, and alternatives, alongside equipment sales, rental and services, and energy services. That mix may help founders, fund managers, and advisors decide whether the profile merits closer research, but the list is a narrow starting point rather than a broad view of local capital. The database also includes 14 nearby profiles, which can widen a search beyond the state when geography is flexible. Use the visible firm-level information to check the fit between an office’s stated interests and your sector, stage, or strategy before making contact. The full list can help with that next research step by adding contact and decision-maker fields, along with check size information where available.
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.
Everwatch Financial is a single family office focused on in-house investment management. Its strategies include fund investments and direct investments.
More family offices from nearby areas.
Ferré Rangel Family Office manages the Ferré Rangel family's real estate investment strategy. Its investments include value added real estate opportunities in growing markets in the United States and Latin America.
Kensington Investment Company is the family office of the Lewis family. Its investments include real estate in New England and Utah, direct investments in private companies, and private equity and venture capital funds.
Ballentine Partners provides wealth management and family office services to families and entrepreneurs. Its services include financial planning, investment advice, and coordination among clients' advisors.
TwinFocus Capital Partners is a multi-family office providing investment and family office management services to individuals and families.
Loring, Wolcott & Coolidge Trust is a multi-family office providing financial planning and related services to families.
J.M. Forbes & Co. is a multi-client investment advisory and trust office providing money management and trustee services to individuals, trusts, and foundations. Its services include investment, estate, and tax planning, with an emphasis on long-term capital preservation.
Cat Trail Management is a single-family office and partner in a private equity fund focused on technology, biotechnology, and cleantech companies. Its investments include public securities, private equity, funds, and real assets.
M3 Family Office serves private equity professionals, their families, and other high-net-worth individuals. Its services include investment management, asset allocation, tax and estate planning, and coordination of cash flows and capital calls.
Northeast Financial Consultants is a multi-family office providing investment advice, tax and estate planning, tax preparation, and insurance advice. It also advises on charitable giving and serves as executor and trustee for clients.
Baldwin Brothers is an independent wealth management firm providing investment advisory and family office services. Its services support families with wealth management and financial planning across generations.
Sandy Cove Advisors is a multifamily office advising individuals and families on investments, estate and succession planning, philanthropy, taxes, insurance, cash flow, debt, bill paying, and elder care.
Boston Family Office develops financial plans based on each client’s assets, needs, and goals. It monitors investment results and adjusts portfolios or strategies as needed.
G. Scott Capital Partners is a single-family office that invests directly in companies and supports their growth through acquisitions, product development, market expansion, and capital investment. Its areas include private equity, venture capital, manufacturing, healthcare services, distribution, and business services.
Drum Hill Capital is a multi-family office founded in 1998. It offers traditional asset management and advice on a range of investment and other financial matters for entrepreneurial clients.
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.
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This page contains 1 listed Rhode Island profile, located in Providence. The database also has 14 nearby profiles that may be useful if your search can extend beyond state borders. Treat the state page as a focused starting point and review each profile’s public firm-level information for fit.
Recorded interests include public equities, fixed income, private equity, real assets, and alternatives. The profile also includes equipment sales, rental and services, and energy services. These categories describe the database’s recorded focus areas, not a commitment to review or fund a particular opportunity.
No assets under management are disclosed for the listed profile. The free page shows only public firm-level fields, so some details that could help assess a potential fit may not be visible. The full list adds contact data, decision makers, and check size fields where available.
Start by checking whether your sector and investment approach align with the interests shown in the profile. Use a concise, specific message that explains the opportunity, the capital sought, and why the office may be a fit. Verify the appropriate decision maker and any check size information before investing time in outreach.
The full list adds contact data, decision makers, and check size fields to support research and outreach planning. It can also help you consider the 14 nearby profiles if your geographic criteria extend beyond Rhode Island. Requesting the list does not provide introductions or guarantee an investment outcome.
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Use the form to request the full list with contact data, decision makers, and check size fields. The nearby profiles may help broaden your research if you are open to offices beyond Rhode Island. The list supports your own qualification and outreach planning.
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