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Tampa Family Office List

The Tampa list includes 12 family offices, with 7 single-family offices and 5 multi-family offices. Private equity and real estate are the most frequently recorded investment interests, followed by venture capital and fund investments. The database also records philanthropy, hedge funds, private debt and direct investments among the focus areas. Five offices disclose assets under management in the public information used for this page. The recorded founding range runs from 1980 to 2021, reflecting profiles with different histories. Founders and business owners can use these categories to start identifying potential research leads, while fund managers and advisors can compare stated interests with a strategy or client mandate. Check individual profiles for context before assuming a fit. This free page shows public firm-level information; the full list includes contact and decision-maker fields to support more focused research.

At a glance

  • All 12 listed offices are in Tampa, United States.
  • The list includes 7 single-family offices and 5 multi-family offices.
  • Private equity is recorded as a focus for 6 offices, and real estate for 5.
  • Assets under management are disclosed for 5 offices.
  • The recorded founding range runs from 1980 to 2021.

Family office profiles (12)

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.

Single family office (7)

DeBartolo Holdings LLC

Tampa, FL | Single family office | Founded 2002

DeBartolo Holdings manages the diversified businesses and investments of the DeBartolo family. Its activities include real estate development and strategic private equity investments across various industries.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Private Equity, Real Estate
Wealth source
DeBartolo family
  • Private Equity
  • Real Estate Development
  • Sports
  • Philanthropy

Liberty Group

Tampa, FL | Single family office | Founded 1980

Liberty Group is a single family office focused on capital diversification and preservation.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Real Estate, Private Equity
Wealth source
Not stated
  • Hospitality Management
  • Hotel Development
  • Real Estate Investment
  • Senior Living Facilities
  • Private Equity
  • Commercial Real Estate

Third Lake Capital, LLC

Tampa, FL | Single family office | Founded 2013

Third Lake Capital manages capital for a family whose wealth comes from ownership of a privately held company. Its investment activities include private equity, direct real estate, and selected investments with third-party private equity, private debt, and hedge fund managers.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Real Estate, Private Credit, Hedge Funds, Direct Investments, Funds
Wealth source
Proceeds from a privately held company
  • Private Equity
  • Real Estate
  • Private Credit
  • Hedge Funds
  • Industrial
  • Healthcare

Hestia Holdings, LLC

Tampa, FL | Single family office | Founded 2021

Hestia Holdings is a private investment vehicle focused on opportunistic investments in real estate, pre-IPO opportunities, private credit, and private equity.

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

Drs Kiran & Pallavi Patel Family Office

Tampa, FL | Single family office

The family office is for the Patel family. Its stated investment areas include real estate, medical technology, and healthcare.

AUM range
Not stated
Check size
Not stated
Asset classes
Real Estate, Direct Investments
Wealth source
Not stated
  • Real Estate
  • Medical Technology
  • Healthcare

AK Private Capital, LLC

Tampa, FL | Single family office

AK Private Capital is a single family office that allocates capital to external investment managers and invests directly in publicly traded securities and real estate.

AUM range
Not stated
Check size
Not stated
Asset classes
Public Equities, Real Estate, Funds
Wealth source
Not stated
  • Publicly Traded Securities
  • Real Estate
  • External Investment Managers

Scion Capital Partners

Tampa, FL | Single family office

Scion Capital Partners is a single-family office firm based in Tampa, Florida.

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

Multi-family office (5)

Providence Family Offices, LLC

Tampa, FL | Multi-family office | Founded 2008

Providence Family Offices is an administrative multi-family office serving individuals, families, and single and multi-family offices. It provides private wealth administration and family trust company administration.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Not stated
  • Wealth Administration
  • Trust Administration

Questmont Virtual Family Office, LLC

Tampa, FL | Multi-family office | Founded 2013

Questmont Virtual Family Office is a multi-family office serving business owners, entrepreneurs, and families. It coordinates wealth, business, investment, tax, estate, and succession planning.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Public Equities, Fixed Income, Hedge Funds, Private Equity, Private Credit, Real Estate
  • ETFs
  • Mutual Funds
  • Individual Equities
  • Fixed Income
  • Private Securities
  • Hedge Funds

Bayshore Capital Advisors LLC

Tampa, FL | Multi-family office | Founded 2001

Bayshore Capital Advisors is a multi-family office providing investment strategies and seeking investment opportunities through a global network.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Credit, Private Equity, Venture Capital, Infrastructure, Real Estate
  • Private Debt
  • Private Equity
  • Venture Capital
  • Infrastructure
  • Real Estate

Athlon Family Office

Tampa, FL | Multi-family office | Founded 2020

Athlon Family Office provides investment and wealth solutions for athletes, entertainers and families. Its stated investment pillars include private equity, trade finance, hedge funds, sports and education.

AUM range
Not stated
Check size
Not stated
Asset classes
Private Equity, Private Credit, Hedge Funds, Direct Investments
  • Private Equity
  • Trade Finance
  • Hedge Funds
  • Sports
  • Education
  • Athlete Financial Literacy

InTrust Advisors

Tampa, FL | Multi-family office | Founded 1997

InTrust Advisors is a multi-family office serving families and business owners with complex financial needs. Its services include support with tax, investment, and estate planning and day-to-day management.

AUM range
Not stated
Check size
Not stated
Asset classes
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.

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Questions about this list

Which interests are most common in the Tampa list?

Private equity is recorded for 6 offices and real estate for 5. Venture capital and fund investments each appear for 3. The database also lists philanthropy, hedge funds, private debt and direct investments. These categories are useful filters for research, but they do not establish current investment activity.

Does the Tampa page include nearby offices?

The 12 entries are associated with Tampa. If your search can extend beyond the city, the wider regional scope may be useful to consider when building a prospect set; the listed city coverage itself remains limited to Tampa.

How can a business owner approach a Tampa office?

Review the office's stated focus and connect it directly to your business, stage and capital requirement. Send a concise summary with a clear request, and make it easy to assess the opportunity's relevance. A matching focus area is only a starting point, so avoid assuming that the office is accepting proposals.

How many offices disclose assets under management?

Five of the 12 listed offices have disclosed assets under management in the public information used for this page. Other profiles may have different levels of detail. A disclosed figure can help with context, but it does not show how much capital is available for a particular investment or the office's check size.

What does the full Tampa list add?

The full list adds contact data, decision makers and check size fields. These can help you compare profiles with your investment or fundraising criteria and prepare more focused outreach. Requesting the data does not provide an introduction or guarantee that an office will respond, invest or produce an outcome.

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