Family offices

Baron Capital Management is a multi-family office based in Scottsdale, Arizona. Established in 1987, the firm offers a broad range of services and investments for Personal and Joint Accounts, Corporate and Trust Accounts, Foundations and Endowments. The firm also manages individual IRA's, SEP's and 401k's, Profit Sharing, Defined Benefit and Defined Contribution Plans as well as Annuities, Life insurance and Key Man Insurance. Additionally, Baron Capital Management offers private equity consulting and fund raising services for those seeking capital to fund their business. The assets of the company are managed under the leadership of Baron B. Benham, the Founder & Chief Financial Advisor of the company.

At New Frontier Investments, we leverage our team’s expertise in frontier technology to connect our family clients to the best investment returns in American technology. We also offer our portfolio companies full access to our team’s extensive resources and connections in China and the United States to help them grow their businesses across the world’s two largest markets. Our team has many years of experience running successful investment funds, starting finance and technology companies, and making win-win deals to benefit all of our cross-border stakeholders. Let us help you push the boundaries of frontier technology using the resources of our team and partners.

Souter Investments is the private investment vehicle of Sir Brian Souter. It makes investments in quoted, markets, fund investments and unquoted private companies and holds a wide ranging portfolio of assets valued in excess of 400MBP. Significant investments include Sunseeker, the luxury motor yacht manufacturer, UK insurer esure and price comparison site gocompare.com, biodiesel manufacturer Argent Energy and bus and coach builder Alexander Dennis. In addition, Souter Investments holds stakes in public transport businesses Istanbul Deniz Otobusleri, PolskiBus.com, Mana Coach Services, Howick and Eastern Buses and Fullers Group.

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.

Bessemer Trust is a privately-owned multifamily office that operates as wealth management and investment advisory firm and focuses on high-net-worth families and their foundations and endowments. The firm's wealth management services includes estate planning, tax planning, family company advisory services, philanthropic advisory services, insurance advisory services and real estate advisory services. The firm is focused on global private equity, real estate, power, energy, oil and gas, natural resources, agriculture and timber investments.

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.

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.

Duchossois Capital Management is a private equity and venture capital arm of The Duchossois Group. The firm prefers to invest in technology or technology enabled services companies. The firm seeks to invest across various stages of a company’s development from growth stage to later stage utilizing its unique form of capital to make investments in public and private companies and private investment funds, and to partner with funds and other families in co-investment opportunities.

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.

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.

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 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.

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...

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...

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 ...

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.

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.

Shiro Capital is a family office based in Los Angeles, California. Shiro Capital seeks to purchase control stakes in high quality businesses with defensible moats, recurring revenue and consistent, across cycle, free cash flow generation. Shiro Capital’s investment team has in aggregate invested over $1 billion of capital in public and private equity transactions. Our team has diverse perspectives and skill sets but shares a common commitment.

Die IHAG Holding ist eine unabhängige Firmengruppe in Familienbesitz. Über mehrere Generationen gewachsen, besitzt sie heute ein diversifiziertes Portfolio an Mehr- und Minderheitsbeteiligungen in verschiedenen Bereichen. Ganz ihrem Leitsatz „Investments in Tomorrow“ verpflichtet, agiert die IHAG Holding unternehmerisch und mit Weitblick, sowohl bewahrend als auch evolutionär und nachhaltig, lokal und international.

Based in San Francisco, C&S Family Capital is a family office founded by several private equity GPs as a platform to invest their personal capital. We focus on small and mid cap private investments, including minority growth equity and buyouts in the healthcare, consumer and technology sectors. The principals have over 100 years of combined experience at some of the world's leading private investment firms and seek to apply their expertise.

Reimann Investors is the family office of members of the traditional family business Reimann, who in the late 1990s separated from their participation in the previous family, and look after their assets. The Family Office invests in different asset classes and regions according to entrepreneurial principles in companies and on the capital market. The aim of its investment policy is the sustained securing and appreciation of the assets used.

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 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 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.

JMC Investment LLC (JMC) is the direct equity investment arm of the Painvin family’s JMC Family Investment Office with a middle market investment focus. We make long-term equity investments in innovative industrial companies valued between $10 million and $200 million, preferably where we take a majority stake. We seek to establish long-term relationships with entrepreneurs, enabling them to execute their growth strategy.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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…

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.

Gullspang Invest is a Stockholm based family office with a long-term investment philosophy. Gullspang brings industrial knowledge, long term financial resources and an entrepreneurial spirit to portfolio companies: ventures that can create and capture meaningful value using a scalable business model within industries such as energy, food, water, health, education and resource efficiency.

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 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.

Overlooking the City from across Lake Lugano, CI Investments Management Company directs the wealth of a single-family office organization. With roots from the fine Vineyards of Italy, and with related wealth emanating from commensurate prior real estate holdings, the Family has allocated up to one billion Euros of their assets to be exclusively directed by the Family Office entity.

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.

Armada Investment Group was established by Daniel Aegerter in 2000 as his venture fund and family office. Armada Investment specializes in both equity investments in fast-growing early stage companies as well as in any kind of special situations in companies with a strong growth potential or clear exit path, in technology, services, real estate, or fund management companies.

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.