Family offices in United States

Aeterna Capital Partners is a family office backed private investment firm focused on direct lower middle market investments, including mezzanine debt and private equity. Aeterna seeks to invest in companies in the United States through flexible structures tailored to meet the objectives of a company's ownership (sponsors, lenders, management) and business strategy. Aeterna will invest $2-$10MM depending in transaction dynamics, focuses on Companies generating EBITDA between $2-$10MM and is opportunistic in its approach. Aeterna frequently co-invests with like-minded investors and maintains flexibility in structure - Aeterna does not have strict limitations to adhere to as in a formal private equity or mezzanine fund partnership.

Culbro

Culbro was formed in 2005 as the private equity investment vehicle of the Cullman family and is presently managed by members of three generations of that family. Its target equity investment range is $10 to $15 million but it has broad latitude and can make both smaller and larger investments. It is bolstered by a number of allied investors who are prepared to invest along side it. In the United States, Culbro prefers to do control investments but is amenable to minority stakes as well. Culbro also has a significant private equity effort in India, where it will do both control and non-control investments.

Family OfficeChicago, United States

Craig J. Duchossois

The Duchossois Group is a privately held, family-owned company with holdings in the consumer products, technology and service sectors. The firm seeks to build its companies by providing management support, capital resources and a long-term commitment to growth in value. The company was founded in 1916 and is headquartered in Elmhurst, Illinois. It seeks to acquire other companies that make access control equipment, various tools needed by the manufacturing industries and other products that are required by the automation markets.

Healthcare ServicesHealthcare Technology SystemsSoftware

Family OfficeGreenwich, United States

Airlie Family Office

Airlie Group is an investment advisor based in Greenwich, Connecticut. The firm is a privately owned hedge fund sponsor. The firm provides its services to pooled investment vehicles. Airlie Opportunity Capital Management (AOCM), an investment advisor and its affiliates make up the Airlie Group. The group serve as the investment advisers to a diverse group of funds and managed accounts, investing in high yield, bank debt, mezzanine securities and private equity. The assets of the firm are managed by the executive management team.

Family OfficeLaguna Niguel, United States

Horowitz Group

Horowitz Group is a single family office based in Southern California with its roots in the ready-mix concrete industry. Today the group invests opportunistically in real estate, private businesses, and alongside alternative investment managers. Our investment philosophy is rigorously centered on aligning interests and the virtues of patient capital. We have applied this discipline over three generations, deploying capital across various industries with like-minded operators.

Family OfficeHelsinki, United States

Thominvest Oy

Thominvest is a Helsinki-based, family-owned investment company built on a foundation of Finnish strength and resilience. Our story began in 1911, with W.G. Thomé’s Forestry Office, taking root in the heart of Finland’s vast forests. For five generations, we’ve weathered four wars, economic downturns, and subsequent recoveries. Through it all, our family has embraced diverse business ventures, from timber trade and shipping to broader trading activities and asset management.

Family OfficeTraverse City, United States

Dorman Group of Companies

The Dorman Group of Companies is a single-family office that manages investments and various activities on behalf of the Dorman family. Most of the Group's activities are focused in and around the acquisition and growth of quality operating companies in engineered manufacturing, value-added distribution/logistics, business services and metal processing/distribution industries. Investments and acquisitions are made predominantly in private family-owned companies.

Inherent Group

Inherent Group is a family office that seeks to invest in growth-stage, private companies that effects systemic change directly. The firm focuses on companies that modernizes power production, improve access to clean water, revolutionize transportation, democratize high-quality education, engage in more sustainable agriculture and expand access to healthy food. It is based in New York, New York and focuses on firms based in the US, Canada and Western Europe.

Family OfficeMilwaukee, United States

Jacsten

Jacsten is a Milwaukee based private investment firm that was formed to make investments in small businesses primarily in the Midwest. As a family managed and funded firm, our proprietary capital affords us the flexibility to focus on long-term value creation as compared to short-term profits. This approach benefits our portfolio companies and operating partners by fostering stability, certainty and proper alignment of interests. At Jacsten, we t...

Family OfficeAtlanta, United States

Sunny River Management

Sunny River Management, LLC is an operationally-focused private investment firm backed by patient, long-term, family capital. Our focus is to build leading, middle-market companies in desirable industries by acquiring, operating, and growing smaller businesses. We are operationally-focused investors who have spent years in operating roles. We keep a close eye on the operations of our businesses and are readily available to support our manageme...

ZS Fund

We are a Family Office engaged in making long-term investments in successful middle-market companies. Since 1985, we have focused on transactions that provide liquidity to business owners while enabling them to maintain a significant ownership stake and keep their company independent. Our strengths are understanding the objectives of business owners, structuring transactions that respond to these objectives, and being constructive partners to ...

Family OfficeLa Jolla, United States

Altegris Investments, Inc.

After more than 23 years, Altegris has come to the end of its run. We are grateful to the many colleagues, clients, advisors, managers, partners, and board members who were part of the firm’s history over the years. Altegris was shaped by talented people across research, distribution, marketing, operations, technology, accounting, compliance, and governance, and we thank all who contributed to that work and the relationships built along the way.

Family OfficeLake Geneva, United States

TK Capital Partners

TK Capital is a midwest based Family Office. TK Capital leverages the human and financial capital of the Keller Family to identify and participate in profitable private equity investments with an eye towards long term stewardship and value creation. TK Capital’s investment strategy is focused on acquiring a controlling interest in a healthy platform company or companies that provide the opportunity to create significant value over the long term.

Family OfficeChapel Hill, United States

Franklin Street Investment Advisors (Family Office Services)

Franklin Street Partners has provided personalized investment solutions for more than three decades. Founded by a group of North Carolina business and investment professionals, we have grown from a startup to managing over $4.7 billion for individuals and families. Our founders’ philosophy was to manage each client’s assets with the same care and commitment that they gave to their own, and this continues to be our guiding philosophy today.

Thorndale Farm

Thorndale Farm is a single family office which operates as a principal investment firm that seeks to invest in professional and business information services and products companies. It focuses on communications, tool and service providers and other media and communications-related companies. The office was founded in 1996 as a result of the sale of Commerce Clearing House to Wolters Kluwer. The firm is headquartered in Millbrook, New York.

Halstatt Legacy Partners

Halstatt LLC is a family-owned investment firm located in Naples, Florida, and proud to be affiliated with the Barron Gift Collier legacy. We have enjoyed a long history of successful real estate development in Southwest Florida, and over the years we have cultivated a valuable network of trusted operating partners and investment managers in real estate, private equity and venture capital. Today, Halstatt manages our own capit.

B2BE-CommerceSaaS

Family OfficeNewton, United States

Proficio Capital Partners

Proficio Capital Partners is a manager of both liquid and illiquid financial assets operating under the direct oversight of family trustees or administrators. The firm provides services in the areas of financial planning, investment management, risk management, estate and tax planning and administrative services and reporting. Proficio Capital Partners was established in 2014 and is headquartered in Newton, Massachusetts.

Family OfficeAuburn Hills, United States

Quantum Ventures of Michigan

Quantum Ventures of Michigan is a family office that invests on behalf of the Skandalaris family along with established advisors and business leaders in a variety of industries. The firm prefers to invest in companies operating in the industrial distribution, manufacturing, industrial part, internet service, media, software and financial service sectors. The firm was founded in 2002 and is based in Auburn Hills, Michigan.

Yenni Capital

Founded in 1991, Yenni Capital is a private equity investment firm that focuses on the lower middle market. The firm takes control equity positions in growth-oriented and profitable United States based companies in the manufacturing and service sectors. It is based in New York, New York and uses conservative leverage in its acquisitions and aims to make significant cash distributions from its portfolio companies annually.

SF Capital Group

Other Financial ServicesSoftware

SF Capital Group is a New York, New York based private investment firm representing the interests of a single family. The firm invests across all asset classes with a flexible, long-term investment focus. SF Capital's portfolios includes allocations to traditional as well as alternative investments such as hedge funds and private equity. The firm also invests in direct equity and debt investments of private companies.

Elevate Innovation Partners

Elevate Innovation Partners is an early-stage venture capital fund that is uniquely positioned to provide access to the promising companies in New York, California and the Southeast. The firm was founded in 2014 and prefers to invest in the cloud and enterprise software, entertainment and social, financial technology, mobile, digital payment, sustainable energy, advertising monetization and big data analytic sectors.

Family OfficeScottsdale, United States

Kaplan Group Investments

Kaplan Group Investments is a family office that has a private fund utilizing internally generated capital and does not take money from outside funds. The firm is focused on investing primarily in technology companies via direct investments and secondary loans. It also invests in uncorrelated professionally managed hedge and private equity funds as an LP. It was founded in 2006 and is based in Scottsdale, Arizona.

Family OfficeCharlotte, United States

Zwick Partners

Zwick Partners is a family office that is based in Charlotte, North Carolina. The firm is primarily focused on making equity investments via growth capital, recapitalizations, buy-outs and capital structure. It prefers to invest in companies based in United States and Western Europe and operating in the business services, upstream energy, specialty finance, enterprise software, transportation and logistic sectors.

Family OfficeSan Francisco, United States

Mindrock Capital

Mindrock Capital is a venture capital group that works with multi-family offices around the world and is based in San Francisco. We invest in artificial intelligence, blockchain, self‑driving vehicles, security & video processing, and other science-intensive tech. We are always on the lookout for the top 1% of founders whose great minds and innovative ideas will rock the world in the near future.

SoftwareMobileSaaS

Cordes Foundation

Buyout/LBOEarly Stage VCLater Stage VC

Cordes Foundation was created in 2006 by Ron and Marty Cordes. They are focused on deploying their assets across multiple asset classes that create economic opportunities from micro finance to education to small and medium enterprise (SME) development to help them rise up the economic ladder and empower them to become part of the newly emerging middle class in developing markets and communities.

Empiricus Capital

At Empiricus, we aim to be perpetually engaged in investment opportunities that serve our purposes to be at the frontier of alternative investment. To this end, we are constantly adopting frontier technology and concepts to inspire our investment research approach and technique. Some of our investments will be highly experimental, but they all have the potential to deliver extraordinary results.

Family OfficeSalt Lake City, United States

Dakota Pacific

Founded in late 2012, Dakota Pacific is a family investment group currently investing through a $104 million Fund I. The firm is backed by John R. Miller, who as CEO built two billion-dollar-plus businesses over his career and is active in the firm's investment activities. With a focus on the Western States, we seek to provide patient partnership capital to differentiated, growing businesses.

Family OfficeSan Francisco, United States

Oval Partners

Oval Partners is a multi-family office investment firm that provides liquidity, growth capital and acquisition funding to lower middle market companies based in North America. The firm seeks to invest in the business service, technology enabled service, information service, internet, software and industrial technology sectors. It was founded in 2015 and is based in San Francisco, California.

Business ServicesTechnology

Family OfficeGeneva, United States

FONS S.A.

Chez FONS SA, nous vous proposons les services d’un Family Office suisse, opérant en Suisse et à l’International. Nous assurons la plus stricte confidentialité à tous nos clients, conformément à la loi suisse. En effet, la confiance entre vous et notre organisation nous tient tout particulièrement à cœur. Notre objectif est de servir les entrepreneurs de renom et les particuliers fortunés.

Family OfficeChicago, United States

Wasson Enterprise

Wasson Enterprise is the family investment office and angel investment group that mentors, commercializes and supports entrepreneurs and startup companies to build sustainable businesses. The firm is based in Chicago, Illinois and was founded in 2016. It primarily seeks to invest in the health tech, innovative customer and shopping solutions, clean and efficient energy innovation sectors.

Family OfficeSomerset, United States

Green Brook Capital Management

Green Brook Capital Management is a private equity firm based in Somerset, New Jersey. They typically invest in business services, financial services and related technology services, education, consumer services, logistics/transportation, media/marketing services, healthcare services/technology, government services, energy/power generation, information technology/services and software.

Fremont Group

Fremont Private Holdings is a direct investment arm of Fremont Group, the investment office for the Bechtel family. The firm is a private single family office and is based in New York, New York. The firm prefers to invest in a wide variety of sectors which includes healthcare, IT, consumer products and services, business products and services, energy, financial services and resources.

Family OfficePittsburgh, United States

Quaker Capital Investments

Quaker Capital Investments, LLC is a single family investment office founded in Pittsburgh, PA in 2014. The objective of the family office is to invest in long term value and human potential, carrying forward the value-oriented investment philosophy established under Quaker Capital Management Corp. with a long term(generational) investment horizon. The family office complements its…

Family OfficeLincoln, United States

31st street capital

31st Street Capital is a family-owned holding company that was founded on October 1, 2018, by Nick and Erin Bock. We were at a time in our careers where we were ready for a change and had an opportunity to do exactly what we were passionate about. We set our Vision, Core Values, and where our passion lies. We used these as our guide to acquire our first company in April of 2019.

Family OfficeLos Angeles, United States

Crede Capital Group

Crede Capital Group is a family office based in Los Angeles, California. The firm provides capital in the United States, Canadian, European, Australian and Asian markets directly to small-cap public companies with market capitalizations below $2 billion. It seeks to invest in the life sciences, healthcare, energy, natural resources, media, social media and technology sectors.

Family OfficeMemphis, United States

Dobbs Equity Partners

Dobbs Equity Partners (DEP) is a private, family-owned business that makes private equity investments in existing and start-up operating companies within the range of $3 million to $25 million. DEP seeks to invest in companies in the distribution, industrial and specialty business services, healthcare, maintenance and repair, manufacturing and business franchises industries.

Geller Family Office Services LLC

Our Founder “When I founded Geller, it was centered on a commitment to innovation, client service, openness and inclusion, and giving back to our community. This philosophy continues to guide us as we explore ways in which we can use our world-class infrastructure, expertise, and best-in-class team to help current and future institutional clients determine […]

Samson Investment Partners

Samson Investment Partners (SIP) is the single family office located in New York, New York. The office serves as a centralized headquarters, coordinating financial strategies and managing investments while also providing a holistic range of services including tax, trust and estate planning, philanthropic advisory, family governance, and lifestyle management.

Family OfficeMill Valley, United States

LTS Capital Advisors

Long-Term Solutions is a multi-family office based in San Francisco, CA. It is a wealth management firm providing customized solutions and personalized services to multi-generational families and high net worth individuals. LTS was created to assist the first family and other ultra-high net worth families with similar needs to achieve their long-term goals.

Matrix Private Capital Group

Matrix Private Capital Group ("Matrix") is a Registered Investment Advisor and multi-family office located in New York City. Matrix is led by the former CEO of Lehman Brothers and leverages that executive network and expertise to act as an institutional quality investor for its clients by sourcing and executing direct as well as co-investment opportunities.

Family OfficeDallas, United States

Sowell & Co.

Now in its fifth decade, Sowell & Co. is a family investment office investing in private equity, oil & gas, and land development. The partners invest their own capital in each venture, rather than raising outside funds, and believe that such investment creates a longer term investment horizon that better aligns investors with its management team partners.

Family OfficeAtlanta, United States

Apogee Family Office LLC

Peace of mind you can count on. As one of our clients you’re in great company which includes successful, closely held businesses and entrepreneurs across a broad range of industries. The complications and details of your taxes and accounting are things you shouldn’t have to worry about. About Alan is committed to helping his clients … Home Read More »

Family OfficeSan Francisco, United States

SFG Asset Advisors

SFG Asset Advisors ("SFG") is a family investment office based in San Francisco. SFG was established in 2002 to manage assets accumulated over decades of successful investing. The majority of the assets are allocated through our fund of funds program to third party hedge fund managers as a way to generate long term returns with reduced volatility.

Patriarch Partners

Patriarch Partners is a family office and private investment firm that focuses on investing, acquiring, managing and monetizing the distressed portfolios of financial institutions. The firm prefers to invest in the automotive and aerospace, beauty, consumer, fashion, home appliances, industrial, manufacturing, services and technology sectors.

AutomotiveAerospace

Family OfficeCleveland, United States

Weinberg Capital Group

Founded in 2003, Weinberg Capital Group is a family office based in Cleveland, Ohio. The firm seeks to acquire middle-market companies and invests in companies throughout North America with a focus on the aviation services, manufacturing, business services, medical and healthcare, consumer products and value-added distribution industries.

Aviation ServicesManufacturing

Family OfficeDana Point, United States

Jado Investments

Jado Investments is a family office focused on seed and early stage equity investments in innovative business ideas. The firm prefers to invest in companies operating in the internet and digital media, mobile, life science, industrial technologies and real estate sectors. It was founded in 2010 and is based in Dana Point, California.

Early Stage VCLater Stage VCSeed Round

Family OfficeColumbus, United States

crane group company

Investing in Meet Crane Group Meet Crane Group Crane Group is a family-owned company that passionately invests in business, people, and good—helping partners and communities thrive. Learn More OUR WORK We invest in companies that share our values, and we have a long history of helping them win. PET PARADISE Growth from 26 to 50+ […]