City list
This page contains 2 family offices listed in San Jose and adds 13 nearby firms to broaden the regional search. The local entries include one single-family office and one multi-family office. The page records one firm with disclosed AUM, but it does not provide focus-area entries for the San Jose listings. For founders, business owners, fund managers and advisors, this means the local profiles are a small starting point rather than a basis for sector matching. Review the available firm-level information and consider whether your search can include the nearby additions. Before approaching an office, verify its mandate, geography and investment stage through the available profile details and other reliable sources. A missing focus entry does not establish that a firm has no investment interests; it only indicates that none are recorded in the provided page data.
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.
Legacy Wealth Advisors provides wealth management and multi-family office-like services to clients and their families. Its stated investment methodology tailors strategies to individual client circumstances.
Shine Capital is a private family office managing capital for high-net-worth individuals. It invests in North America using income-oriented and capital appreciation strategies.
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.
Whittier Trust Company is an independent multi-family office and wealth management firm serving families, individuals, and foundations across the United States. Its services address a range of wealth management needs.
Cherng Family Trust is the investment office of the Cherng family, founders of Panda Express and Panda Restaurant Group. It invests directly and through funds across industries and manages a real estate portfolio.
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.
The page includes 2 firms listed in San Jose and adds 13 nearby firms for a broader regional search. The local entries comprise one single-family office and one multi-family office. Review the profiles to see which public firm-level details are available.
The listed page data contains no recorded focus areas for the San Jose listings. This is a limit of the available profile information, not proof that either office lacks investment interests. Research the firms individually before deciding whether they may fit your opportunity.
AUM is disclosed for 1 of the 2 San Jose firms. The other listing has no disclosed AUM in the profiles on this page. A missing figure should not be interpreted as a measure of an office’s size, capacity or willingness to invest.
Review the available profile details and other reliable public information to understand the office’s mandate, geography and investment stage. If you find a plausible fit, send a brief, tailored note that states who you are, what you are seeking and why you chose that office.
The full list adds contact data, decision makers and check size fields, which can help you research the nearby firms and identify relevant contacts. Requesting it does not include introductions or guarantee funding, a response or any other outcome.
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