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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.
Thompson Family Office
Richmond, VA | Single family office | Founded 1999
Thompson Family Office manages and invests across businesses associated with the Thompson family. Its investment history includes telecommunications, television production, banking, retail, services, manufacturing, and real estate.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Direct Investments
- Wealth source
- Thompson family; entrepreneurial business ventures
Mattock Capital Management LP
Richmond, VA | Single family office
Mattock Capital Management is a single-family office based in Richmond, Virginia. It invests across public and private assets directly and through investment managers.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Direct Investments, Funds
- Wealth source
- Not stated
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Keel Point Advisors, LLC
Vienna, VA | Multi-family office | Founded 1994
Keel Point Advisors is a multi-family office serving families with substantial, multi-generational wealth. Its stated approach includes portfolio allocation and consideration of risk tolerance and investment time horizons.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Private Equity, Real Estate, Hedge Funds, Funds
Autumn Wind Asset Management, LLC
Reston, VA | Multi-family office | Founded 2000
Autumn Wind Asset Management is a multi-family office managing portfolios of individual securities for taxable clients. Its investment objectives range from capital preservation to growth, and its services can be coordinated with estate plans and trust structures.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Hedge Funds
Barrett Capital Management LLC
Midlothian, VA | Multi-family office | Founded 2001
Barrett Capital Management provides asset management and investment advisory services to high net worth clients.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Not stated
Perpetual Capital Partners
Arlington, VA | Single family office | Founded 2013
Perpetual Capital Partners is a private investment group backed by a single family office. It invests in and supports businesses through capital, corporate resources, strategic resources, and operating support.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Direct Investments
- Wealth source
- Not stated
Vested Partners
Salem, VA | Multi-family office
Vested Partners provides wealth management services to families at different stages of life. Its services include helping families build, manage, protect and distribute wealth.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
Round Oak Capital LLC
Charlottesville, VA | Multi-family office
Round Oak Capital is a multi-family office providing investment management, asset management, and financial advisory services. Its stated investment areas include equities, fixed income, master limited partnerships, and alternatives.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Hedge Funds
Hunter Lewis LLC
Crozet, VA | Single family office | Founded 2018
Hunter Lewis LLC was established to guide investments for a family and related entities, and later extended its services to private and institutional clients. It focuses on protecting and growing client assets.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Not stated
Harden Family Office
Alexandria, VA | Single family office
Harden Family Office is a single-family office.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
- Wealth source
- Harden family
Fischer Family Office Svc
Alexandria, VA | Single family office
Fischer Family Office is a single family office and holding company for the Fischer family. It manages the family’s financial affairs and investments, with services including asset allocation, consolidated reporting, and succession planning.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Hedge Funds
- Wealth source
- Fischer family
Platinum Star Financial Group LLC
McLean, VA | Single family office
Platinum Star Financial Group is a holding of a single-family office with a diversified portfolio. The portfolio includes companies in technology, consumer packaged goods, real estate, food science, pharmaceuticals, hospitality, and healthcare.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate, Direct Investments
- Wealth source
- Not stated
Wes & Betty Foster Family Holdings LLC
Chantilly, VA | Single family office | Founded 2018
Wes & Betty Foster Family Holdings is a private single family office based in the Washington, DC area.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate
- Wealth source
- Foster family
David Korn Family Office
Norfolk, VA | Single family office | Founded 2021
David Korn Family Office is identified as a single-family office based in Norfolk. The available information describes financial experience associated with the office but does not specify its investment activities or focus areas.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Not stated