Verified 10 Nov 2026
Colony Family Offices, LLC
Colony Family Offices, LLC is a privately held multi-family office in Charlotte, North Carolina, created in 2013 for its founding family and now working with more than 35 families across the United States. It provides fiduciary services, wealth planning and investment management, and its portfolios can include hedge funds and private equity. Its Form ADV filed on 10 August 2026 reported $3.4 billion in regulatory assets for 631 clients.
- Type
- Multi-family office
- Location
- Charlotte, North Carolina, United States
- Sectors
- Public equities, Private funds, Fixed income, Hedge funds
- Fund size / AUM
- $3.4B regulatory AUM (Form ADV, filed 2026-08-10)
- Latest fund or filing
- 10 Aug 2026
- Website
- www.colonyfamilyoffices.com
Contacts on file
For Colony Family Offices, LLC, the paid file holds: 4 named decision-makers with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/167017
- reports.adviserinfo.sec.gov/reports/ADV/167017/PDF/167017.pdf
- colonyfamilyoffices.com/
- colonyfamilyoffices.com/services/investment-management/
- colonyfamilyoffices.com/about-colony-family-offices/our-values/
- www.colonyfamilyoffices.com/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 10 lists
US family offices that invest in hedge funds (32)Family offices that invest in hedge funds (40)Family offices in the Southeast (72)US family offices that invest in private funds (85)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)