Family office research lists built from public sources(808) 600-9260Request the full list
FamilyOfficeList

Methodology

How we build lists

Public sources, plain rules and honest gaps.

Where the information comes from

Public information may be collected from firm websites and other public sources, including regulatory filings, press coverage that names a firm, public professional profiles, and details people chose to share when registering for our events.

Diagram of investor lead enrichment: raw data from a CRM export is matched against the database and returned as enriched data
How enrichment works: a raw export from your CRM is matched against our database and returned with added fields.

Entries can be incomplete

Family offices change staff, addresses and strategies, and many publish very little. Any entry can be incomplete or out of date. We review entries over time and when people report changes.

Blank fields mean unknown

A blank field, or “Not stated”, means we did not find a public source. We do not infer a value from a firm’s name, size, address or the industry a family made its money in.

What free list pages show

Free public lists can show firm name, city, state or country, type when stated, stated focus, and website. Entries are alphabetical.

Emails and phone numbers are masked

Contact fields are masked on every public page. They are handled through requests for the full list.

How tags are assigned

  • Location: a publicly attributable headquarters or stated office. City pages use the city the firm names.
  • Type: how the firm describes itself, for example single family office or multi-family office. Virtual family office only when the firm says so.
  • Sector and strategy: only when the firm states that focus publicly.
  • Check size: only when the firm or a primary public source states it.
A panel scoring pitches with numbered paddles on stage
A pitch panel at one of our events. Event registrations people chose to share are one of our sources.

Top and largest lists

We rank only when a defined public metric covers the offices on a page, and we name the metric and its source on that page. Most family offices do not publish assets under management, and there is no public, consistent count of family office deals. For now, every page with top or largest in its title is a browse page: entries are alphabetical and not ranked. Where offices disclose assets, the full list can group them into bands, which are a grouping and not a rank.

Report an error or request a correction

Use Support or call (808) 600-9260. Tell us the page, the firm and the change. We review every request.

Information only

List information is informational and not advice. It is not investment, legal or tax advice, and inclusion does not imply endorsement or that an office is open to any opportunity.

Talk to us

Questions about how a list was built?

Ask us about a specific scope, or request the full list.

Details that help us respond:

  • Target geography (states, cities, countries)
  • Office type: single family office, multi-family office or both
  • Stated investment focus, sector or strategy
  • How you plan to use the list

Prefer the phone? Call (808) 600-9260. Other ways to reach us: Get matched or Talk to us.

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