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Vermont Family Office List

This Vermont family office page lists 3 firms based in the state and adds 12 nearby firms to broaden the regional view. The in-state records include 1 single-family office and 2 multi-family offices. Manchester accounts for 2 listed firms, while South Burlington accounts for 1. The recorded focus areas are varied: private equity and venture capital appear alongside retailer, ice cream, frozen yogurt, scoop shops, consumer goods and food tags. For a founder or fund manager, those consumer categories may offer a useful starting point for researching potential strategic or investment alignment, but tags alone do not establish that a firm is seeking deals. The list can also help investors and advisors map a small in-state set against a wider nearby search. Check each profile and confirm geography, mandate and approach before treating a firm as a prospect.

At a glance

  • 3 firms are listed in Vermont, with 12 nearby firms added.
  • The in-state group includes 1 single-family office and 2 multi-family offices.
  • Manchester has 2 listed firms and South Burlington has 1.
  • AUM is disclosed for 1 firm.

Family office profiles (3)

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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.

Manchester (2)

Manchester Capital Management LLC

Manchester, VT | Multi-family office | Founded 1993

Manchester Capital Management is a multi-family office that helps families sustain wealth, values and legacy across generations.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Real Estate, Private Equity
  • Real Estate
  • Private Equity

Hutner Capital Management, Inc.

Manchester, VT | Multi-family office | Founded 1995

Hutner Capital Management works with families and related institutions to preserve and grow wealth. Its investment approach focuses on businesses with durable competitive advantages and a record of earnings growth.

AUM range
Not stated
Check size
Not stated
Asset classes
Direct Investments
  • Business Investments
  • Long-Term Growth

South Burlington (1)

McCarthy Family Office

South Burlington, VT | Single family office

McCarthy Family Office is the single-family office associated with the McCarthy family. The source text identifies connections to the food and refreshments sectors.

AUM range
Not stated
Check size
Not stated
Asset classes
Not stated
Wealth source
McCarthy family; food and refreshments
  • Food
  • Refreshments
  • Retail

Also nearby

More family offices from nearby areas.

Ferré Rangel Family Office

Boston, MA | Single family office

Ferré Rangel Family Office manages the Ferré Rangel family's real estate investment strategy. Its investments include value added real estate opportunities in growing markets in the United States and Latin America.

AUM range
Over $20B
Check size
Not stated
Asset classes
Real Estate
Wealth source
Ferré Rangel family; real estate
  • Rental Real Estate
  • Multifamily Real Estate
  • Industrial Real Estate
  • Mixed Use Developments

Kensington Investment Company, Inc.

Boston, MA | Single family office | Founded 1983

Kensington Investment Company is the family office of the Lewis family. Its investments include real estate in New England and Utah, direct investments in private companies, and private equity and venture capital funds.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Real Estate, Direct Investments, Private Equity, Venture Capital, Funds
Wealth source
Not stated
  • Real Estate
  • Private Companies
  • Private Equity Funds
  • Venture Capital Funds

Ballentine Partners, LLC

Waltham, MA | Multi-family office | Founded 1984

Ballentine Partners provides wealth management and family office services to families and entrepreneurs. Its services include financial planning, investment advice, and coordination among clients' advisors.

AUM range
$5B-$20B
Check size
$3M to $20M
Asset classes
Funds
  • Wealth Management
  • Financial Planning
  • Investment Advice

TwinFocus Capital Partners, LLC

Boston, MA | Multi-family office | Founded 2006

TwinFocus Capital Partners is a multi-family office providing investment and family office management services to individuals and families.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Not stated
  • Technology

Loring, Wolcott & Coolidge Trust, LLC

Boston, MA | Multi-family office | Founded 1817

Loring, Wolcott & Coolidge Trust is a multi-family office providing financial planning and related services to families.

AUM range
$5B-$20B
Check size
Not stated
Asset classes
Public Equities, Fixed Income
  • Public Equity
  • Fixed Income

J.M. Forbes & Co. LLP

Boston, MA | Single family office | Founded 1838

J.M. Forbes & Co. is a multi-client investment advisory and trust office providing money management and trustee services to individuals, trusts, and foundations. Its services include investment, estate, and tax planning, with an emphasis on long-term capital preservation.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Public Equities, Fixed Income
Wealth source
Forbes family; financial services
  • U.S. Equities
  • International Equities
  • Fixed Income
  • Socially Responsible Investing
  • Estate Planning
  • Tax Planning

Market Street Trust Co.

Portsmouth, NH | Multi-family office | Founded 1909

Market Street Trust Co. is a multi-family office established to manage the wealth of the Houghton family, founders of a glassmaking company. It provides customized services to client families across generations.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Fixed Income, Hedge Funds, Public Equities, Real Estate, Infrastructure, Commodities, Private Equity
  • High Yield Bonds
  • Hedge Funds
  • Equities
  • Real Assets
  • Private Equity

M3 Family Office LLC

Boston, MA | Multi-family office | Founded 2013

M3 Family Office serves private equity professionals, their families, and other high-net-worth individuals. Its services include investment management, asset allocation, tax and estate planning, and coordination of cash flows and capital calls.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Private Equity, Venture Capital, Public Equities, Digital Assets
  • Private Equity
  • Venture Capital
  • Artificial Intelligence
  • Semiconductors
  • FinTech
  • Digital Assets

Baldwin Brothers LLC

Marion, MA | Multi-family office | Founded 1974

Baldwin Brothers is an independent wealth management firm providing investment advisory and family office services. Its services support families with wealth management and financial planning across generations.

AUM range
$250M-$1B
Check size
Not stated
Asset classes
Funds
  • Alternative Investments
  • Diversified Portfolios

Sandy Cove Advisors, LLC

Hingham, MA | Multi-family office | Founded 2009

Sandy Cove Advisors is a multifamily office advising individuals and families on investments, estate and succession planning, philanthropy, taxes, insurance, cash flow, debt, bill paying, and elder care.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Not stated
  • Investment Strategy
  • Estate Planning
  • Succession Planning
  • Philanthropy
  • Tax Planning
  • Debt Management

Boston Family Office, LLC

Boston, MA | Multi-family office | Founded 1996

Boston Family Office develops financial plans based on each client’s assets, needs, and goals. It monitors investment results and adjusts portfolios or strategies as needed.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Public Equities, Fixed Income

Jordan Park Trust Company LLC

Portsmouth, NH | Multi-family office | Founded 2020

Jordan Park Trust Company is a multi-family office and trust company that provides trust services and wealth management for individuals and families. Its services include private family trust companies and coordination with estate planning.

AUM range
$1B-$5B
Check size
Not stated
Asset classes
Not stated

Videos for this list

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Coverage here is limited, and the team can help scope a wider search.

Want more family offices in this area?

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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Questions about this list

Why does the Vermont page include nearby firms?

The database lists 3 firms in Vermont and adds 12 nearby firms to give readers a wider regional view. Nearby entries should not be assumed to be based in Vermont. Check each firm’s profile and location when assessing whether geography fits your search.

What investment themes appear in the Vermont records?

The listed tags include private equity, venture capital and retailer, as well as ice cream, frozen yogurt, scoop shops, consumer goods and food. These tags reflect recorded profile information. They do not confirm that a firm is actively investing in any particular company or sector.

How should I approach these offices well?

Start by confirming whether the firm is in Vermont or nearby, then review its stated focus and public profile. Send a short, tailored message that explains your business or fund, why it may be relevant, and what kind of capital or partnership you are seeking. Do not infer a current mandate from a category tag.

How much firm information is publicly shown?

The free page displays public firm-level fields, and AUM is disclosed for 1 of the 3 in-state firms. Contact details are withheld. The listed profile information may not describe current investment criteria, so use it as research context and verify fit before outreach.

What does the full list add?

Requesting the full list through the form adds contact data, decision makers and check size fields. This can support more targeted research across the in-state and nearby records. It does not include promised introductions, funding or investment outcomes.

Request the full list

Request the full Vermont list

Request the full list through the form to access contact data, decision makers and check size fields for the in-state and nearby records. These fields can help you plan a more focused search. No introductions, funding or outcomes are promised.

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