City list
The San Diego page lists 13 family offices, all recorded in San Diego. The group includes 4 single-family offices and 9 multi-family offices. Real estate and private equity are the most frequently recorded interests, each appearing for 5 firms, followed by technology, hospitality, fintech and venture capital. This mix may be relevant to founders and fund managers across several sectors, as well as investors and advisors mapping local capital sources. Treat focus areas as research clues rather than evidence that an office is actively considering proposals. AUM is disclosed for 2 firms, while other profiles can be assessed through the public information available. Review each office’s stated mandate and investment approach before reaching out, and tailor your message to the particular fit you have identified.
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.
Friedman Brannen provides family office services to individuals and extended families. Its services include organizing financial information and preparing asset balances and long-range tax projections.
Andina Capital Management is a multi-family office providing planning, concierge and asset management services to families and individuals. Its stated investment areas include residential and multifamily real estate.
ARC Family Office manages wealth for multiple families and provides direct lending, with a focus on commercial real estate opportunities. Its stated property areas include multifamily, industrial, hospitality, senior living, adaptive reuse, and telecommunications.
Centura Wealth Advisory is a multi-family office that provides wealth management, tax planning, and estate planning services. It also invests in technology and reporting systems for client wealth management.
Crest Capital Advisors provides wealth management services to families who have founded, financed, or managed businesses. Its clients include families with concentrated equity ownership and ties to venture capital, technology, and healthcare.
Carmel Capital Partners is a multifamily office that assists families with long-term wealth strategies. Its services include tax-conscious investment management and estate planning.
Ivici Group is a multi family office platform focused on risk management, premium finance, tax mitigation, private equity, investment banking, finance, financial technology and blockchain solutions.
Perpetum Consulting is a multi-family office supporting families with wealth preservation, growth, and family heritage planning. Its services address human, intellectual, and financial capital.
SD Family Office provides multi family office services to high net worth families.
Isaac Capital Group is a single-family office that evaluates and structures direct investments across private and public markets. Its stated investment interests include private equity and venture capital, with experience also described in hedge funds and debt markets.
Blue Barn Holdings is a family office based in San Diego and New York. It invests in real estate, securities, and private companies, with a focus on consumer packaged goods and hospitality.
R3 Investments is a single-family office focused on investments in telecommunications, technology, health, and wellness.
Jacobson Capital International is a single-family office with a history in lending, fund of hedge funds, venture capital, private equity, and special situations.
340 events hosted since 2007, from summits to small workshops.
It lists 13 firms recorded in San Diego, all of which are included in the city count. This makes the page a focused local starting point; users seeking a broader region may need to expand their search.
The 13 profiles include 4 single-family offices and 9 multi-family offices. The page also records firm interests across areas such as real estate, private equity, technology, hospitality, fintech and venture capital. Check individual profiles to understand their available public details.
Real estate and private equity are each recorded for 5 firms. Technology, hospitality, fintech and venture capital also appear in the focus data. These figures count profile interests and do not show whether a firm is currently seeking investments in a particular sector.
Use the recorded interests to shortlist relevant profiles, then check each office’s mandate, geography and investment stage. Write a concise, specific message that explains why the opportunity may fit and what you are asking for. A relevant profile is a research lead, not a guarantee of interest.
The full list includes contact data, decision makers and check size fields to support more targeted research. These fields can help you identify whom to contact and assess stated investment parameters. They do not include promised introductions or assurances of funding or other outcomes.
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