Family office database: 736 offices in the US, UK and Gulf
Family Office Roster is a one-time file of single and multi-family offices, each traced to a public source. It holds 736 offices as of November 2026: 487 in the US, 163 in the UK, 85 in the Gulf and 1 elsewhere, with a source label and the date we checked it on every row.
The US file is $995 one-time, the UK file $495, the Gulf file $395 and any single list $149. One-time payment. No subscription. No account.
Get the US file, $995 Get 25 free rows Browse the lists
25 of the 487 US family offices in the file
Ordered by how much of each office's record is filled in from public sources, then alphabetically. Disclosed assets are shown where a Form ADV or 13F filing gives them.
| Family office | Type | City | Focus | Disclosed assets | Source | Checked | Contacts |
|---|---|---|---|---|---|---|---|
| Himanshu Shah Family Office LLC | Single family office | Raleigh | Public Equities, Healthcare, Energy | $605M 13F holdings (Q3 2026, filed as Shah Capital Management) | SEC filing | 5 Nov 2026 | 1 name, office email · Unlock |
| AG Asset Advisory, LLC | Multi-family office | Los Angeles | Public Equities, Fixed Income | $440M regulatory AUM (Form ADV, filed 2026-03-05) | SEC filing | 4 Nov 2026 | 2 names, office email · Unlock |
| Aletheian Wealth Advisors LLC | Multi-family office | Bellevue | Public Equities, Private Funds, Fixed Income | $413M regulatory AUM (Form ADV, filed 2026-02-05) | SEC filing | 4 Nov 2026 | 4 names, office email · Unlock |
| Allie Family Office LLC | Multi-family office | Miami | Private Funds, Fixed Income | $1.3B regulatory AUM (Form ADV, filed 2026-03-25) | SEC filing | 4 Nov 2026 | 5 names, office email · Unlock |
| Altman Advisors | Multi-family office | Chicago | Public Equities, Private Equity, Fixed Income | $483M regulatory AUM (Form ADV, filed 2026-10-23) | SEC filing | 4 Nov 2026 | 1 name, office email · Unlock |
| Anderson Growth Partners, LLC | Multi-family office | Birmingham | Private Equity, Hedge Funds | $1.0B regulatory AUM (Form ADV, filed 2026-03-26) | SEC filing | 4 Nov 2026 | 4 names, office email · Unlock |
| Ariadne Wealth Management, LP | Multi-family office | Santa Barbara | Public Equities, Private Funds | $627M regulatory AUM (Form ADV, filed 2026-03-27) | SEC filing | 4 Nov 2026 | 3 names, office email · Unlock |
| Aurelius Family Office, LLC | Multi-family office | Bedford | Private Funds | $315M regulatory AUM (Form ADV, filed 2026-10-14) | SEC filing | 4 Nov 2026 | 2 names, office email · Unlock |
| Avestar Capital, LLC | Multi-family office | New York | Public Equities, Private Equity | $2.1B regulatory AUM (Form ADV, filed 2026-09-24) | SEC filing | 4 Nov 2026 | 3 names, office email · Unlock |
| Bakala Capital LLC | Single family office | Greenville | Generalist, Public Equities, Private Equity, Venture Capital and Startups | $23M 13F holdings (Q2 2026) | SEC filing | 5 Nov 2026 | 4 names, office email · Unlock |
| Bitterroot Capital Advisors LLC | Multi-family office | Bozeman | Private Equity, Private Funds | $1.8B regulatory AUM (Form ADV, filed 2026-08-24) | SEC filing | 4 Nov 2026 | 3 names, office email · Unlock |
| Bluestone Private Wealth, LLC | Multi-family office | Cleveland | Public Equities, Private Funds | $190M regulatory AUM (Form ADV, filed 2026-03-05) | SEC filing | 4 Nov 2026 | 2 names, office email · Unlock |
| Cambient Family Office, LLC | Multi-family office | Ada | Public Equities | $858M regulatory AUM (Form ADV, filed 2026-10-30) | SEC filing | 4 Nov 2026 | 4 names, office email · Unlock |
| Capitol Family Office, Inc. | Multi-family office | Beaverton | Public Equities | $136M regulatory AUM (Form ADV, filed 2026-03-25) | SEC filing | 4 Nov 2026 | 2 names, office email · Unlock |
| CFT Capital Management, LLC | Single family office | Los Angeles | Private Funds, Private Equity | $3.7B regulatory AUM (Form ADV, filed 2026-08-04) | SEC filing | 4 Nov 2026 | 3 names, office email · Unlock |
| Compound Family Offices, LLC | Multi-family office | Sarasota | Public Equities, Private Funds, Fixed Income | $541M regulatory AUM (Form ADV, filed 2026-04-23) | SEC filing | 4 Nov 2026 | 3 names, office email · Unlock |
| DFO Management | Single family office | New York | Public Equities, Private Equity, Private Credit, Real Estate | $102M 13F holdings (Q2 2026) | SEC filing | 5 Nov 2026 | 5 names, office email · Unlock |
| Exceptional Wealth & Family Office | Multi-family office | Colorado Springs | Public Equities | $292M regulatory AUM (Form ADV, filed 2026-10-21) | SEC filing | 4 Nov 2026 | 1 name, office email · Unlock |
| Family Financial | Multi-family office | Manhattan Beach | Public Equities | $280M regulatory AUM (Form ADV, filed 2026-03-30) | SEC filing | 4 Nov 2026 | 2 names, office email · Unlock |
| Five Eleven Partners | Single family office | Garden City | Public Equities, Private Funds | $163M regulatory AUM (Form ADV, filed 2026-07-07) | SEC filing | 4 Nov 2026 | 4 names, office email · Unlock |
| Granger Management LLC | Multi-family office | New York | Private Funds, Private Equity | $4.9B regulatory AUM (Form ADV, filed 2026-03-12) | SEC filing | 4 Nov 2026 | 2 names, office email · Unlock |
| Halcyon Global Advisors | Multi-family office | Dallas | Public Equities, Fixed Income | $221M regulatory AUM (Form ADV, filed 2026-03-12) | SEC filing | 4 Nov 2026 | 1 name, office email · Unlock |
| Highview Capital Management, LLC | Multi-family office | Buffalo Grove | Public Equities, Private Equity | $416M regulatory AUM (Form ADV, filed 2026-03-27) | SEC filing | 4 Nov 2026 | 3 names, office email · Unlock |
| Ironoak Wealth | Multi-family office | Cedar Park | Public Equities | $133M regulatory AUM (Form ADV, filed 2026-10-20) | SEC filing | 4 Nov 2026 | 1 name, office email · Unlock |
| Matter Family Office | Multi-family office | St. Louis | Public Equities, Private Funds | $3.8B regulatory AUM (Form ADV, filed 2026-07-21) | SEC filing | 4 Nov 2026 | 5 names, office email · Unlock |
You are seeing 25 of 487. The list page names every office; the file adds 595 named decision-makers.
One-time payment. No subscription. No account.
Or get the free sample.
Browse 41 lists
Every list page names every office on it, free. Full detail shows on the first 25 rows.
US states and metro areas
Family offices in the Northeast (99)Family offices in the Southeast (63)Family offices in New York (61)Family offices in California (47)Family offices in New York City (47)Family offices in the Midwest (43)Family offices in Florida (36)Family offices in Texas (34)Family offices in the Mountain West (31)Family offices in Miami and South Florida (19)Family offices in Chicago and Illinois (17)Family offices in Dallas-Fort Worth (17)Family offices in Los Angeles (16)Family offices in the San Francisco Bay Area (16)Family offices in Colorado (14)Family offices in Massachusetts (11)
UK and the Gulf
Family offices in London (95)Family offices in the Gulf (85)Family offices in Dubai and the UAE (65)Family offices in the United Kingdom (163)
By investment focus
Family offices that invest in public equities (207)Family offices that invest in private equity (131)Family offices that invest in real estate (86)Family offices that invest in startups and venture capital (66)Family offices that invest in private funds (63)Family offices that invest in fixed income (61)Family offices that invest in direct deals in private companies (53)Family offices that invest in healthcare (29)Family offices that invest in hedge funds (24)Family offices that invest in technology (16)
Guides and tools
ToolsFamily office matching toolFree family office list (25 rows)
GuidesHow many family offices are there?How to find family officesWhere to buy a family office listAll guides
The databaseFamily office databaseFamily office email list
ComparisonsFamily office databases comparedActive Family Offices alternativeFINTRX alternativeAltss alternativeFamilyOfficeHub alternative
What is in the file
Fill rates across all 736 rows, counted on 5 Nov 2026. Family offices are private, so many cells are blank. We leave them blank.
| Column | Rows filled | Where it comes from |
|---|---|---|
| Name, type and country | 736 of 736 (100%) | SEC filing, company register or own site |
| City | 566 of 736 (77%) | Filing or own site |
| Description | 736 of 736 (100%) | Written from the source |
| Website | 383 of 736 (52%) | Checked by us |
| Investment focus | 382 of 736 (52%) | Own site or filing |
| Disclosed assets | 205 of 736 (28%) | SEC Form ADV or 13F only |
| Named decision-makers with roles | 448 of 736 (61%) | Own site or a filing |
| Office email | 130 of 736 (18%) | The address the office publishes |
| Source label and date last checked | 736 of 736 (100%) | Every row |
What is not in the file
- Personal emails, personal phone numbers or home addresses.
- An assets figure where no filing gives one: 531 offices disclose none.
- A state for every US office: 162 US offices have none on file and appear only in the national list.
- Offices we could not trace to a public source. Larger databases exist: we compete on a source and a date on every row, not on size.
Refund rule
If more than 5% of the rows in your file have a critical error when you receive it, tell us within 30 days and we replace the file or refund you in full.
Pricing
Prices in US dollars. One-time payment. No subscription. No account. If more than 5% of the rows in your file have a critical error when you receive it, tell us within 30 days and we replace the file or refund you in full.
Free sample
by email
25 family offices with every column.
- 15 US, 6 UK, 4 Gulf
- Source and date on every row
Single list
one-time
Any one list of up to 100 offices: a state, a city or a focus.
- Named decision-makers and office emails where the office publishes them
- Excel and CSV
US family offices
one-time
All 487 US offices in one file.
- 595 named decision-makers
- Filter by state and type
- Assets where a filing gives them
UK family offices
one-time
164 offices: 163 in the UK and 1 in Jersey.
- 278 named decision-makers
- Office emails and roles only
Gulf family offices
one-time
85 offices: 65 in the UAE, 7 in Saudi Arabia, 5 in Kuwait, 5 in Bahrain and 3 in Qatar.
- 116 named decision-makers
- 58 traced to the DIFC or ADGM public register
Complete file
one-time
All 736 offices.
- 989 named decision-makers
- Less than the three files bought apart ($1,885)
How it compares
| Family Office Roster | Active Family Offices | FamilyOfficeHub | Altss | Family Office Access | |
|---|---|---|---|---|---|
| Price | $149 a list, $995 US, $495 UK, $395 Gulf, $1,495 everything | One-time: $2,500 USA, $1,800 Europe, $1,400 MENA plus APAC, $5,000 worldwide, $400 for a state or segment file | One-time, shown in pounds including tax to a UK visitor: £799.99 for the US single family office file, £99.99 to £249.99 per US state | Per year: $5,000 Europe, $8,000 North America, $15,000 global. One named user | Per year, paid upfront: $3,995 global, $2,495 North America, $2,495 international |
| Payment model | One-time file, no account | One-time Excel files | One-time Excel lists | Annual license | Annual subscription |
| Coverage | 736 family offices: 487 US, 163 UK, 85 Gulf, 1 elsewhere | 4,812 family offices in 91 countries. The USA file holds 2,074 and the Europe file 1,428 (its own figures) | 518 US single family offices in its US file: 409 with an email address and 485 with executive names | 9,000+ family offices (its own figure) | Not published |
| Free tier | Every office name on its list page, full detail on up to 25, 25-office sample file | Free 40-office sample file. 7 sample rows on its home page | No public rows. A preview file on email request | No free trial. A public sample is on its site | Free trial |
| Data source | SEC filings, company registers and each office's own site, with a source label and a date on every row | Offices with a live website or LinkedIn page, reviewed by people (its own description) | Not published | Not published | Not published |
Rival details are what each seller's own page showed on the date given: Active Family Offices (checked 10 Nov 2026), FamilyOfficeHub (checked 10 Nov 2026), Altss (checked 10 Nov 2026), Family Office Access (checked 10 Nov 2026). Counts marked as their own figures are not checked by us. Several rivals list more rows than we do: we compete on dated, sourced rows, not on size. Full comparisons.
Questions
How much does a family office list cost?
Here, $149 for one list of up to 100 offices, $995 for all 487 US offices, $495 for the UK file of 164, $395 for the Gulf file of 85 and $1,495 for all 736. Each is a one-time payment.
What is a good family office database for a small team?
It depends on what you need. Annual platforms suit teams that want a live tool and thousands of offices. This file suits a founder, sponsor or fund manager who wants a spreadsheet to keep, with a public source and a checked date on each of its 736 rows.
Is this a subscription?
No. You pay once and keep the file. There is no account, and nothing renews.
How is the data verified?
Every office must trace to a public source: 481 rows come from an SEC filing (Form ADV or 13F) and 255 from the office's own website or a company register. Each row shows that source and the date we checked it. This edition was last checked on 5 Nov 2026.
Is there a free family office list?
Yes. The free sample holds 25 offices with every column, and every list page names all of its offices free.
What is the refund rule?
If more than 5% of the rows in your file have a critical error when you receive it, tell us within 30 days and we replace the file or refund you in full.
Get 25 free rows
25 family offices with every column: 15 US, 6 UK, 4 Gulf. Check the quality before you buy.