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.
More family offices from nearby areas.
Simon Quick Advisors, LLC
Morristown, NJ | Multi-family office | Founded 2004
Simon Quick Advisors is an independent wealth management and multi-family office firm serving individuals and families across the United States. Its stated areas include equities, fixed income, alternative investments, cash, venture capital, private equity, real estate and private credit.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Venture Capital, Private Equity, Real Estate, Private Credit
Sandalwood Securities, Inc.
Roseland, NJ | Single family office | Founded 1990
Sandalwood Securities is a single family investment office with experience in global futures trading and alternative investments, including hedge fund activity.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Hedge Funds, Private Equity, Real Estate, Venture Capital, Funds
- Wealth source
- Not stated
Seven Mile Advisory, LLC
Ewing, NJ | Multi-family office | Founded 2022
Seven Mile Advisory is a US-based multi-family office and registered investment adviser. It provides customized financial planning and family office services based on clients’ needs and goals.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Not stated
Pathstone Family Office, LLC
Englewood, NJ | Multi-family office | Founded 2010
Pathstone Family Office is an independent, employee- and family-owned advisory firm serving multigenerational families and institutions. It provides strategic wealth management, customized investment services, family office support, and sustainable and impact investing services.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
BRAVE Family Office
Summit, NJ | Multi-family office | Founded 1992
BRAVE Family Office provides financial coordination and support to families, including a central point of contact for financial matters. Its services may include internally provided support and coordination with external providers.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Not stated
Kaufman Family Office
Jersey City, NJ | Single family office | Founded 2024
Kaufman Family Office focuses on real estate investments, acquisitions, asset management, and capital markets. Its stated property experience includes office, retail, and industrial real estate.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Kaufman family
Enceladus Partners
Princeton, NJ | Multi-family office
Enceladus Partners is a family office that partners with founders, families, and management teams of small and mid-sized businesses. It invests firm capital alongside a network of limited partners and offers a flexible investment approach.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Direct Investments
Intelligent Family Office Group, LLC
Secaucus, NJ | Multi-family office | Founded 1982
Intelligent Family Office Group is a multi-family office providing financial, accounting, legal and business advice. It works with families on investment portfolios, business operations and real estate holdings.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
Transcend Capital Advisors
Madison, NJ | Multi-family office | Founded 2019
Transcend Capital Advisors provides multi-family office and wealth management services, including public and private investments and strategic advice. Its investment platform offers access to a range of asset classes.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Public Equities, Funds
Rosenbaum Family Office
Lakewood, NJ | Single family office | Founded 2014
Rosenbaum Family Office is the single-family office for the Rosenbaum family.
- AUM range
- Under $50M
- Check size
- Not stated
- Asset classes
- Not stated
- Wealth source
- Rosenbaum family
Think Investments LLC
Parsippany, NJ | Single family office
Think Investments invests across asset classes and has focused its private investments on seed-stage enterprise application software companies. The family office was formed by partners whose earlier business operated in demand management technology.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Hedge Funds, Direct Investments, Venture Capital
- Wealth source
- Proceeds from the sale of a demand management technology company
Heritage Wealth Counselors
Boonton Township, NJ | Multi-family office | Founded 1998
Heritage Wealth Counselors is a multi-family office providing family advisory, investment review or management, financial administration, trustee services, and back-office support. Its stated investment areas include private equity, hedge funds, and real estate.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Hedge Funds, Real Estate
Total Alignment Wealth Advisors, LLC
Turnersville, NJ | Multi-family office | Founded 2013
Total Alignment Wealth Advisors is an independent, fee-only financial planning and multi-family office advisory firm. It provides family wealth advisory services intended to address needs beyond the scope of traditional advisory services.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Hedge Funds
JZJ Holdings LLC
Upper Saddle River, NJ | Single family office | Founded 2014
JZJ Holdings is a single-family office investing directly and alongside other investors in real estate, operating businesses, and private equity and venture capital opportunities. Investments may be made in stages based on milestones.
- AUM range
- Not stated
- Check size
- $10,000 to under $1 million
- Asset classes
- Real Estate, Private Equity, Venture Capital, Direct Investments
- Wealth source
- Not stated