City list
This page covers family offices listed in Sacramento, with nearby firms added to widen the regional search. The local group includes single-family and multi-family offices, and the recorded investment interests span real estate, technology, investment funds, govtech, health care technologies, digital services, artificial intelligence and technology services. These focus areas can help founders, fund managers and advisors decide which profiles merit closer review, though a listed interest does not confirm that a firm is actively seeking a particular opportunity. The database records no disclosed AUM for the Sacramento firms on this page, so profile depth is more useful than asset size when comparing entries. Use the list as a starting point for research, then check each office’s mandate, geography and investment stage before approaching. The nearby additions may suit searches that can extend beyond Sacramento itself.
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.
BarronKent is a private family office that invests in entrepreneurs and manages a portfolio across technology, real estate, professional staffing, and private equity. Its investments include businesses developed internally and through acquisitions.
DRA Family Office is a family office backed private investments firm considering lower middle-market private equity and early-stage companies. Its interests span real estate, operating businesses, and equity venture opportunities.
Mission Oak Capital is a family office that makes seed and equity investments in sustainable food, healthcare and real estate ventures. It also provides financial and operational support to portfolio teams.
Continuity Partners is a multi-family office providing financial services and consulting. Its work includes integrated succession planning and support for company and family initiatives.
More family offices from nearby areas.
Iconiq Capital is a global multi family office operating as an independent registered investment adviser.
IEQ Capital is an independent wealth management firm with a multi-family office offering. It helps families coordinate investment strategies and related services tailored to their needs.
Bayshore Global Management is a single-family office established in 2006. Its stated areas of interest are technology and startups.
Farther Family Office provides advisory services and technology-supported financial management for families. Its services are designed to address integrated financial and personal planning needs.
Premji Invest is the investment arm of the Premji family, investing in private equity, venture capital, and public markets. Its stated sector interests include technology, financial services, and consumer businesses.
Lido Advisors is a multifamily office providing financial planning that considers investment, tax, and estate matters. Its stated areas include alternative investments.
Baker Street Advisors Group provides wealth management services to families and individuals. Its stated investment areas include hedge funds, private equity and alternative investments.
Jordan Park Group is a multi-family office serving families, foundations, and related institutions. Its stated investment areas include private equity, mergers and acquisitions, oil and gas, real estate, venture capital, and hedge funds.
Seven Post is an independent, privately owned partnership that manages global multi-asset-class portfolios for clients. Its approach includes core investments, third-party sub-advisers, risk management and planning for client objectives.
Excellent Capital is a single-family office with holdings in commodities trading, real estate and asset management. Its investment strategies include private and public equities and real estate, with a long-term investment horizon.
Paris-Roubaix Group is a single-family office with investments and operating companies across multiple continents. It makes direct investments and allocates to private equity opportunities and industrial operating companies.
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.
It includes 4 family offices listed in Sacramento and 11 nearby firms for wider regional coverage. The Sacramento entries include both single-family and multi-family offices. Review the firm profiles to see which public details and recorded investment interests may fit your research.
Recorded interests include real estate, technology, investment funds, govtech, health care technologies, digital services, artificial intelligence and technology services. These are profile indicators, not confirmation that a firm is accepting proposals or pursuing each area now.
Start by checking whether the office’s recorded interests align with your opportunity, then prepare a concise note explaining the fit, your stage and what you are seeking. Keep the first contact specific and professional. A profile match is a reason to research further, not evidence of investment intent.
The page data contains no disclosed AUM for the Sacramento listings. Asset information is not public for every office, and a missing figure should not be read as an indicator of size or investment capacity. Compare the available profile details and verify relevant information independently.
The full list can provide contact data, decision makers and check size fields to support more targeted research. Those details can help you identify an appropriate person and assess stated investment parameters. Requesting the list does not include introductions or guarantee a response or outcome.
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