Family office research lists built from public sources(808) 600-9260Request the full list
FamilyOfficeList

City list

San Francisco Family Office List

This page covers 43 family offices listed in San Francisco. The group includes 27 single-family offices and 16 multi-family offices, offering a substantial set of local profiles for founders, fund managers, investors and advisors to research. Private equity is the most frequently recorded focus, followed by real estate and venture capital. Hedge funds and alternative investments also appear across the listed interests, alongside venture capital funds, technology and education. These categories help narrow research, but they do not confirm a current mandate or appetite for a particular proposal. AUM is disclosed for 15 firms. Compare the available details with your sector, stage and investment needs, then prioritize offices whose public profiles suggest a plausible fit. Treat the list as a research resource and verify important details before outreach.

At a glance

  • The page lists 43 firms in San Francisco.
  • There are 27 single-family offices and 16 multi-family offices.
  • Private equity is recorded for 19 firms, real estate for 13 and venture capital for 10.
  • AUM is disclosed for 15 firms.

Family office profiles (43)

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.

Multi-family office (16)

Iconiq Capital, LLC

San Francisco, CA | Multi-family office | Founded 2011

Iconiq Capital is a global multi family office operating as an independent registered investment adviser.

AUM range
Over $20B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate
  • Technology Growth Equity
  • Venture Capital
  • Middle Market Buyout
  • Real Estate
  • Impact
  • Philanthropy

IEQ Capital Family Office

San Francisco, CA | Multi-family office | Founded 2019

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.

AUM range
Over $20B
Check size
Not stated
Asset classes
Private Equity, Public Equities, Fixed Income, Real Estate
  • Private Equity
  • Public Equity
  • Fixed Income
  • Alternative Investments
  • Real Estate
  • Technology

Farther Family Office

San Francisco, CA | Multi-family office | Founded 2019

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.

AUM range
Over $20B
Check size
Not stated
Asset classes
Not stated
  • Wealth Management
  • Financial Planning
  • Advisory Services

Baker Street Advisors Group, LLC Family Wealth Management

San Francisco, CA | Multi-family office | Founded 2003

Baker Street Advisors Group provides wealth management services to families and individuals. Its stated investment areas include hedge funds, private equity and alternative investments.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Hedge Funds, Private Equity
  • Hedge Funds
  • Private Equity
  • Alternative Investments

Jordan Park Group, LLC

San Francisco, CA | Multi-family office | Founded 2017

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.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Real Estate, Venture Capital, Hedge Funds
  • Private Equity
  • Mergers and Acquisitions
  • Oil and Gas
  • Real Estate
  • Venture Capital
  • Hedge Funds

Seven Post Investment Office, LP

San Francisco, CA | Multi-family office | Founded 1999

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.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Not stated
  • Global Portfolios
  • Risk Management
  • Core Investments
  • Socially Responsible Investing

UMANA

San Francisco, CA | Multi-family office | Founded 2018

UMANA is a multi-family office serving technology entrepreneurs and other clients. Its model uses equity and carried interest, and its stated client net worth range is $1 million to $100 million.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Direct Investments
  • Technology
  • Software-Enabled Logistics
  • Food Production
  • Cannabis
  • Biotechnology
  • Beverages

Sivia Capital

San Francisco, CA | Multi-family office | Founded 2014

Sivia Capital is a multi-family office providing asset management and wealth advisory services to entrepreneurs, business owners, and high-net-worth families.

AUM range
Under $50M
Check size
Not stated
Asset classes
Private Equity, Venture Capital
  • Private Equity
  • Venture Capital

Evergreen Gavekal

San Francisco, CA | Multi-family office | Founded 1983

Evergreen Gavekal is an investment advisor serving individuals, families, and endowments with wealth management, family office services, tax planning, alternative investments, and macroeconomic research.

AUM range
Not stated
Check size
Not stated
Asset classes
Hedge Funds, Real Estate, Funds
  • Alternative Investments
  • Hedge Funds
  • Real Estate
  • Tax Planning
  • Macroeconomic Research

Verita Strategic Wealth Partners LLC

San Francisco, CA | Multi-family office | Founded 2025

Verita Strategic Wealth Partners is an investment and multi-family office serving founders, creators, and families. It provides wealth strategy, investment guidance, and personalized support across family, community, and legacy matters.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Wealth Strategy
  • Investment Advisory
  • Family Wealth
  • Legacy Planning

Manna Capital Advisors LLC

San Francisco, CA | Multi-family office | Founded 2018

Manna Capital Advisors advises private companies, technology entrepreneurs, and family offices. Its network includes institutional investors, funds, and multi-family offices across several regions.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Hedge Funds, Funds
  • Alternative Investments
  • Private Equity Funds
  • Venture Capital Funds
  • Hedge Funds

Willcrest Partners

San Francisco, CA | Multi-family office | Founded 2011

Willcrest Partners provides equity investments and operational support to business-to-business service and product companies. Its stated areas include telecommunications, aerospace, renewable energy, electric vehicles, energy storage, and power generation.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity
  • Business-to-Business Services
  • Product Companies
  • Telecommunications
  • Aerospace
  • Renewable Energy
  • Energy Storage

Brandy L. Wilson

San Francisco, CA | Multi-family office | Founded 2025

Provides advisory services to families, family leaders, and institutional collaborators. The work includes operational and strategic guidance across family offices and multigenerational family matters.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Family Office Advisory
  • Strategic Planning
  • Multigenerational Families

EPIQ Capital Group, LLC

San Francisco, CA | Multi-family office | Founded 2018

EPIQ Capital Group is a multi family office serving senior executives, founders, and early employees of high profile companies. It provides fiduciary investment advice and direct access to investment opportunities.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated

Paradigm Family Office, LLC

San Francisco, CA | Multi-family office | Founded 2020

Paradigm is a multi-family office that provides customized services to families. Its services coordinate with legal, insurance, investment, estate, administrative and tax specialists.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Family Office Services
  • Investment Services
  • Estate Planning
  • Tax Planning

True Capital Management

San Francisco, CA | Multi-family office | Founded 2006

TRUE Capital is a multi family office and wealth management firm serving clients across sports, entertainment and entrepreneurship. It provides guidance focused on financial security and generational wealth.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
  • Sports
  • Entertainment
  • Entrepreneurship

Single family office (27)

Paris-Roubaix Group

San Francisco, CA | Single family office | Founded 2012

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.

AUM range
$5B-$20B
Check size
$25M
Asset classes
Private Equity, Venture Capital, Direct Investments, Digital Assets, Funds
Wealth source
Not stated
  • Private Equity
  • Industrial Companies
  • Global Investments
  • Digital Assets

Tao Capital Partners

San Francisco, CA | Single family office | Founded 2002

Tao Capital Partners manages the Pritzker family’s capital with a long-term approach and does not raise funds from outside investors. It invests across early-stage venture, growth equity and later-stage opportunities, including sustainable technologies, mobility, energy, healthcare, education, food systems, consumer technology and real estate.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Real Estate, Direct Investments
Wealth source
Pritzker family; wealth originating in significant part from Hyatt Hotels
  • Mobility
  • Energy Transition
  • Healthcare
  • Education
  • Sustainable Food Systems
  • Consumer Technology

Thomvest Ventures

San Francisco, CA | Single family office | Founded 1996

Thomvest is a single-family office with a venture investment arm focused on technology and company-building. Its investments include technology businesses, private equity funds and co-investments, and public and private credit.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Private Credit, Public Equities, Infrastructure, Real Estate, Funds
Wealth source
Thomson family
  • Financial Technology
  • Real Estate Technology
  • Cybersecurity
  • Cloud and AI Infrastructure
  • B2B Software
  • Farmland

Chan Family Office

San Francisco, CA | Single family office | Founded 2014

Chan Family Office manages investments for a family associated with Franklin Templeton and the San Francisco Giants, including private markets and public equities.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Hedge Funds, Real Estate, Public Equities
Wealth source
Chan family; financial services
  • Venture Capital
  • Private Equity
  • Hedge Funds
  • Real Estate
  • Public Markets
  • Alternative Investments

LL3 Ventures

San Francisco, CA | Single family office | Founded 2025

LL3 Ventures is a single-family office investment vehicle backed by three generations of the Leichtman Levine family. It invests in early-stage startups and selected fund managers, with a focus on seed-stage companies that have launched a product and are generating early revenue.

AUM range
Under $50M
Check size
$25,000 to $500,000+
Asset classes
Venture Capital, Private Equity, Funds
Wealth source
Leichtman Levine family
  • Early-Stage Startups
  • Seed-Stage Companies
  • Venture Capital Funds
  • Emerging Fund Managers
  • Automation
  • Artificial Intelligence

Lupine Crest Capital

San Francisco, CA | Single family office | Founded 2025

Lupine Crest Capital is a family office with experience in the private equity industry.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Real Estate
Wealth source
Conte family; private equity
  • Waste Energy
  • Private Equity
  • Venture Capital
  • Real Estate

Gaskins Family Office

San Francisco, CA | Single family office | Founded 1994

Gaskins Family Office operates as a single family office for the Gaskins family.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Not stated
Wealth source
Gaskins family

I.D.I.T. Family Office

San Francisco, CA | Single family office | Founded 2018

I.D.I.T. Family Office is a single-family office investing patient capital in early-stage companies, with a focus on deep tech and frontier technologies. It emphasizes long-term investment horizons and direct relationships with founders.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Direct Investments
Wealth source
Not stated
  • Deep Tech
  • Frontier Technology
  • Early-Stage Companies
  • FinTech
  • Healthtech
  • Hardware

RBF Capital, LLC

San Francisco, CA | Single family office | Founded 1996

RBF Capital is a private family office that developed from a long/short hedge fund. Its investment activity has included distressed debt, recapitalizations, and special situations.

AUM range
Not stated
Check size
Not stated
Asset classes
Hedge Funds, Private Credit
Wealth source
Not stated
  • Long/Short Hedge Funds
  • Distressed Debt
  • Recapitalizations
  • Special Situations
  • Value Investing

Malloy & Company

San Francisco, CA | Single family office | Founded 1835

Malloy & Company is a single-family office focused on investments intended to support innovation and community and environmental outcomes. Its stated areas include real estate, retail businesses, private equity, and venture capital.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate, Venture Capital, Direct Investments
Wealth source
Malloy family
  • Private Equity
  • Real Estate
  • Retail Businesses
  • Venture Capital
  • Innovation
  • Sustainability

Asia Capital Advisor, Ltd Family Office

San Francisco, CA | Single family office | Founded 2006

Asia Capital Advisor, Ltd Family Office is a single-family office involved in venture capital, private equity, mergers and acquisitions, and long-short hedge fund transactions. Its activities have included investments and advisory work across several sectors and regions.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital, Private Equity, Hedge Funds
Wealth source
Not stated
  • Technology
  • Angel Investing
  • Venture Capital
  • Private Equity
  • Mergers & Acquisitions
  • Hedge Funds

Hurd Family Office

San Francisco, CA | Single family office | Founded 2002

Hurd Family Office invests and forms strategic business alliances. Its stated areas include aeronautics, applied nanoscience, and technology.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Hurd family
  • Aeronautics
  • Applied Nanoscience
  • Technology
  • Deep Technology

TIME Ventures

San Francisco, CA | Single family office | Founded 2019

TIME Ventures is a private family office and investment firm. Its stated investment interests include enterprise software, business technology, climate, clean energy, digital health and space technology.

AUM range
Not stated
Check size
Not stated
Asset classes
Venture Capital, Direct Investments
Wealth source
Benioff family
  • Enterprise Software
  • B2B Technology
  • Climate
  • Clean Energy
  • Digital Health
  • Space Technology

Watchtower Management Group, LLC

San Francisco, CA | Single family office

Watchtower Management Group is a single-family office for the Heising-Simons family. It invests for the benefit of charitable and other organizations associated with the family.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Private Credit, Funds
Wealth source
Heising-Simons family
  • Climate And Clean Energy
  • Education
  • Human Rights
  • Equity Long/Short
  • Credit And Fixed Income
  • Multi-Strategy Funds

ERAS Holdings

San Francisco, CA | Single family office

ERAS Holdings is the Karkar family office, originating from Karkar Electronics. It engages in a broad range of investment activities across asset classes.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Venture Capital
Wealth source
Karkar family; electronics
  • Private Equity
  • Venture Capital

Money in Motion LLC

San Francisco, CA | Single family office | Founded 2011

Money in Motion is a single-family office that invests to expand economic opportunities in underserved communities. Its stated interests include women, financial inclusion, and social mobility.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
Wealth source
Not stated
  • Women
  • Financial Inclusion
  • Social Mobility

SFG Asset Advisors

San Francisco, CA | Single family office | Founded 2002

SFG Asset Advisors is a single-family investment office based in San Francisco. It manages assets accumulated through decades of investing.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Hedge Funds
Wealth source
Not stated
  • Private Equity
  • Hedge Funds

Fremont Private Holdings, LLC

San Francisco, CA | Single family office | Founded 1986

Fremont Private Holdings is a single-family office for the Bechtel family that invests in businesses owned by families, founders, and management teams. Construction is among its stated areas.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Bechtel family
  • Construction

J Zappettini Investments

San Francisco, CA | Single family office | Founded 1921

J Zappettini Investments is a private family office for the Zappettini family.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Private Equity
Wealth source
Zappettini family
  • Real Estate
  • Private Equity
  • Philanthropy
  • Commercial Real Estate

Tyagi Family Office

San Francisco, CA | Single family office | Founded 2020

Tyagi Family Office invests in companies with predictable cash flows and a long-term private equity approach. Its stated criteria include businesses with high returns on tangible equity and invested capital.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Public Equities, Direct Investments
Wealth source
Not stated
  • Private Equity
  • Equity Investment
  • Predictable Cash Flow Companies

Christa Tarantino Family Office

San Francisco, CA | Single family office | Founded 2019

Christa Tarantino Family Office is a single-family office based in San Francisco. Its stated investment areas are private equity and real estate.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate
Wealth source
Not stated
  • Private Equity
  • Real Estate

LYRA MANAGEMENT LLC

San Francisco, CA | Single family office | Founded 2012

Lyra Management is a single-family office that provides financial planning services to family members. Family assets are managed by an outsourced investment firm.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated

Dikareva Family Office

San Francisco, CA | Single family office | Founded 2011

Dikareva Family Office is a single-family office with a focus on alternative investments.

AUM range
Not stated
Check size
Not stated
Asset classes
Hedge Funds, Private Equity, Venture Capital, Funds
Wealth source
Dikareva family
  • Hedge Funds
  • Private Equity
  • Venture Capital Funds

Fox Hollow Ventures LLC

San Francisco, CA | Single family office

Fox Hollow Ventures is a single family office covering personal, business and charitable activities.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate
Wealth source
Not stated
  • Personal Activities
  • Business Activities
  • Philanthropy
  • Real Estate

Pi Advisors LLC

San Francisco, CA | Single family office | Founded 2015

Pi Advisors is a single-family office firm.

AUM range
Not stated
Check size
Not stated
Asset classes
Hedge Funds, Funds
Wealth source
Not stated
  • Fund Of Hedge Funds

JEMA Management

San Francisco, CA | Single family office | Founded 1991

JEMA Management is a single family office serving a multigenerational family and related entities.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated

Lone Peak Holdings (Single Family Office)

San Francisco, CA | Single family office | Founded 2020

Lone Peak Holdings is a single-family office.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
Not stated

Videos for this list

Video thumbnail: New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real Estate
New York City $1B+ Multi-Family Office Investor Mandate Interview on Private Equity, Real EstateAn interview about a New York City multi-family office investor mandate, described as exceeding $1 billion. The title points to a focus on private equity and real estate.
Video thumbnail: New York City Private Investor Mandate Interview
New York City Private Investor Mandate InterviewAn interview about a private investor mandate associated with New York City. It outlines the investor's areas of interest and investment criteria.

From our events, workshops and tools

340 events hosted since 2007, from summits to small workshops.

Dewey, a due diligence AI tool, on a desktop screen between checklists
Dewey, one of the due diligence AI tools our team built.

Questions about this list

How broad is the San Francisco list?

It includes 43 firms listed in San Francisco. The profiles cover 27 single-family offices and 16 multi-family offices. Use the entries as a starting point for local research, and review each profile for its available public information.

Which investment interests appear most often?

Private equity is recorded for 19 firms, real estate for 13 and venture capital for 10. Hedge funds and alternative investments also feature in the page data. These counts reflect recorded focus areas, not a claim that every office is actively pursuing investments in them.

How should I prioritize profiles for outreach?

First compare your sector and investment stage with the public profile, then check whether the office’s mandate and geography appear relevant. Prepare a brief, tailored note that explains the fit and your specific request. Avoid assuming that a recorded interest means the office is accepting proposals.

How many firms disclose AUM?

AUM is disclosed for 15 of the 43 firms in the page data. Other entries may still be useful for research, but they cannot be compared on disclosed assets from this page alone. Treat the ordering as a data presentation choice, not a judgment of fit or quality.

What is included in the full list?

The full list adds contact data, decision makers and check size fields. These details can help investors, founders, fund managers and advisors refine research and identify relevant people for a considered approach. A request does not include promised introductions, funding or outcomes.

Request the full list

Request the full San Francisco list

Request the full list through the form to get contact data, decision makers and check size fields. Use these details to compare firm profiles, identify relevant decision makers and prepare focused research or outreach based on your needs.

Details that help us respond:

  • Target geography (states, cities, countries)
  • Office type: single family office, multi-family office or both
  • Stated investment focus, sector or strategy
  • How you plan to use the list

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.