City list
This page covers six family offices located in Santa Barbara, with nine nearby additions for a broader regional search. All six listed offices are multi-family offices based in the United States. Recorded focus areas include real estate, venture capital, technology, alternative investments, fund of funds, hedge funds, and private equity real estate. One office discloses assets under management, so the available size information is limited. Founded dates span 1985 to 2018. Founders and fund managers can use the focus areas to identify profiles for further review, while investors and advisors can use the geographic and firm-type details to scope research. Confirm a firm’s current mandate and preferred approach before pursuing a conversation.
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.
Athens Capital Management is a multi-family office focused on capital preservation and investing for generational wealth. It invests across public and private markets, seeking diversified exposure to different asset categories.
Impact Family Office is a collaborative multifamily office focused on impact strategy. It helps align financial resources, investments, spending, and philanthropy with clients’ values.
Certis Capital Management is an advisory firm established as an office for a family in California's Central Valley. It later opened its services to a small number of other families.
Kano.One is a multi-family office with private holdings in digital assets and venture capital.
Hub Financial Management is a multi-family office that supports clients, their families, and businesses with financial and practical matters. Stated areas include commercial real estate, luxury, technology, and media and communications.
Lineage Family Office helps families manage their financial affairs and plan for a legacy of positive impact. It works with clients to develop plans and make adjustments as their needs evolve.
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.
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.
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The page lists six family offices located in Santa Barbara and includes nine nearby additions. All six listed offices are multi-family offices based in the United States. Check individual profile locations to assess whether nearby additions fall within your preferred geography.
Recorded focus areas include real estate, venture capital, technology, alternative investments, fund of funds, hedge funds, and private equity real estate. Real estate, venture capital, and technology each appear for two offices. These profile labels are useful for screening, but they do not guarantee current investment activity.
One of the six offices discloses AUM, so there is limited size information for comparison. The other profiles do not have disclosed AUM in the profiles on this page. An absent figure should be treated as unknown rather than as evidence of a particular firm size.
Use the office’s documented interests to make your first contact specific. Explain your company or fund, the opportunity or research question, and why the profile appears relevant. Keep the initial note concise and confirm the firm’s current mandate and submission process before sending extensive materials.
The full list adds contact data, decision makers, and check size fields. These can help you identify an appropriate person and assess investment scale as you prioritize profiles. Submit the form to request the full list for your research or outreach.
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