State list
This Utah family office list includes 29 firms, with offices in Salt Lake City, Park City, Provo, Lehi and South Jordan among the locations represented. The group includes 12 single-family offices and 17 multi-family offices. Real estate is the most common listed focus, followed by private equity and venture capital. Hospitality, multifamily, retail, hedge funds and real estate development also appear in the recorded investment interests. The range of focus areas offers a starting point for founders, business owners, fund managers and researchers assessing potential fit. Treat each profile as a lead for further diligence: a broad category does not confirm appetite for a particular deal, stage or fund. Compare the stated focus and available profile details with your own opportunity before making contact. The database includes firms founded across a broad span, and public AUM disclosures are available for only a portion of the list.
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.
Orchard Ventures is a single-family office that invests in businesses and real estate projects through an evergreen structure.
PV:III Enterprises is a multi family office that invests through hands-on ownership and works with businesses on operations, leadership, and growth. Its portfolio spans advanced manufacturing, motorsports, hospitality, retail, recreation, and community development.
Kensington Stern is a single-family office investing in real estate, technology, manufacturing, operating companies, and other ventures. It also considers seed investments in early and late-stage startups.
S.K. Hart Management is a single-family office with a diversified portfolio that includes marketable securities, real estate, and operating companies in energy, agriculture, and other sectors.
Dakota Pacific is a privately held asset management firm with origins in the JR Miller family office. Its holdings include real estate, private enterprises, and agriculture.
My Family Office Partner is a multi-family office providing family office services, including investment support, tax planning, risk management, and legacy planning.
Urim Capital is a family office investing in public and private markets across a range of asset classes. Its investment activity is guided by stated aims related to monetary, religious and health sovereignty.
Crewe Advisors is a fee-based, independent registered investment adviser operating as a multi-family office.
Huntsman Family Investments is the private investment platform for the Huntsman family. It seeks direct, long-term investments across diversified industries around the globe.
Kera Capital Partners is a privately held investment firm and multi-family office providing discretionary wealth management services. Its stated areas include life, liquidity, and risk.
Ten Eighty is a single family office investment firm focused on alternative assets. Its activities include technical trading in public markets, investments in operating companies and funds, and residential and commercial property investments and development.
Park City Family Office provides wealth management and family support, with an emphasis on aligning financial resources with client values and family goals.
Uinta Investment Partners is a multi-family office focused on preserving and growing wealth. It pursues income and total return opportunities, often outside public markets, that may involve complexity and administrative demands.
Park City Wealth Advisors is a family office serving founders, entrepreneurs, executives and families focused on preserving legacy wealth. It provides holistic planning and asset management services for a diverse client base.
Blue Diamond Capital is a single family office for the Bingham family of Alaska. Its investments include residential development, hospitality, multifamily properties, private equity, and publicly traded securities.
SRS Family Office Partners is a multi-family office providing customized wealth and asset management services for families.
Clarke Capital Partners is a family office focused on technology-enabled consumer companies. Its principals have founded and led businesses in consumer electronics, home services, healthcare, online insurance comparison and pet health.
Bonneville Multi-Family Office provides financial analysis, advice, and implementation for multigenerational families. It works with families and their existing advisors on client-specific financial planning.
Summit Global Investments is a multi-family office providing investment management and family office services to individuals, families, and entrepreneurs. Its capabilities include private capital, strategic asset allocation, estate and trust coordination, tax-aware planning, and family governance.
Solidarity Wealth is a multi-family office providing financial services that include bookkeeping, bill payment, tax planning, reporting, and family meeting support. It serves founders, entrepreneurs, executives, and families with significant wealth.
Andina Family Offices is a multi-family office serving business owners, families, and individuals. It provides wealth planning, investment, and reporting services tailored to clients’ financial objectives.
Queens Gate Investments is a single-family office that invests in commercial real estate, franchise restaurants, and cash-flowing businesses.
Ridgeline Capital Group is a single-family office that works with partners to fund businesses and real estate projects. It participates primarily in long-term real estate and private equity opportunities and may provide capital at different stages of a company's life cycle.
Tamarak is a venture-focused multi-family office investing in and supporting companies across software, home technology, industrial, financial technology, automotive, and real estate sectors.
Integrated Financial Group is a multi-family office and wealth management organization. It assists families, business owners, executives, professionals, and retirees with decisions related to their wealth.
SB Family Office is the investment arm of the Shah and Browne families, with mandates allocated to public markets.
Olympus Wealth Management is a multi-family office serving high-net-worth and ultra-high-net-worth families. The firm was established by partners with careers working with families.
Shaw Group is a private family office focused on research-intensive management of stock and bond portfolios. It evaluates companies using financial measures including cash flow, returns on capital and debt levels.
Family Wealth Advisors is a multi-family office serving a limited number of affluent families with wealth planning services.
340 events hosted since 2007, from summits to small workshops.
The list contains 12 single-family offices and 17 multi-family offices classified in Utah. Profiles are firm-level records, and the categories describe office type rather than a promise that a firm accepts outside investment proposals.
Salt Lake City has the largest city count, with 9 firms, followed by Park City with 5 and Provo with 4. Real estate is the most frequently listed focus, followed by private equity and venture capital. These counts describe database tags, not confirmed current mandates.
Review the firm’s stated focus and public profile before reaching out. Make your note concise, explain the opportunity and why it may fit that focus, and include relevant details such as stage, geography and capital sought. Ask whether the firm considers external opportunities, since a directory entry does not establish its process.
AUM is disclosed for 5 of the 29 firms. Public profiles can provide useful firm-level context, but disclosure may be incomplete and the listed focus areas do not establish a specific check size, active mandate or preferred terms.
The full list is available by request through the form and adds contact data, decision makers and check size fields. These details can help with research and outreach planning. A request does not include introductions or guarantee that any office will respond or invest.
Request the full list
Use the form to request the full list with contact data, decision makers and check size fields. These details can help you assess relevance and plan outreach to firms whose stated interests align with your work. No introductions, funding or outcomes are promised.
Details that help us respond:
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.