--- title: "How to Find Family Offices: 6 Free Methods, Including SEC Filings" author: "Muhammad Tayyab Shabbir" last_updated: "2026-11-10" data_as_of: "November 2026" publisher: "Family Office Roster" canonical: "https://familyofficeroster.com/guides/how-to-find-family-offices/" --- # How to Find Family Offices: 6 Free Methods, Including SEC Filings By Muhammad Tayyab Shabbir. Last updated 10 Nov 2026. Data as of November 2026. You can find family offices free from six public sources: **SEC Form ADV, SEC 13F filings, Form D filings, company registers, the offices' own websites and free published lists**. We used the first five to build a file of 724 offices as of November 2026: 475 of them appear in an SEC filing. ## Key takeaways - Start with SEC filings for the US. They are free, dated and searchable. - 475 of our 724 offices (66%) were found in an SEC filing. 387 have a website. - No single source is complete. A single family office that serves one family is generally exempt from SEC registration. - Plan on a few minutes per office to confirm it is a family office and still active. ## What are the 6 free ways to find family offices? | Method | What it finds | What it misses | In our 724-office file | |---|---|---|---| | **1. SEC Form ADV** | Multi-family offices and larger advisers that register with the SEC. Shows assets, clients and key people. | Single family offices that use the family office exemption. | 174 offices carry a Form ADV figure | | **2. SEC 13F filings** | Offices that manage more than $100 million in US-listed securities. Shows holdings each quarter. | Offices invested mainly in private assets or property. | 45 offices carry a 13F figure | | **3. SEC Form D** | Family investment vehicles that raise or pool capital. Shows the vehicle, its address and its officers. | Offices that never raise outside money. Form D never names a fund's investors. | Used to confirm addresses and officers | | **4. Company registers** | UK offices at Companies House. Gulf offices on the DIFC and ADGM public registers. | Offices set up as trusts or held through nominee companies. | 157 UK and 85 Gulf offices in the file | | **5. The office's own website** | Team, focus and how to make contact, in the office's own words. | Offices with no website: 337 of the 724 in our file have none on record. | 387 of 724 offices have a website | | **6. Free published lists** | A ready-made starting set, for example the free rows on our list pages. | Contacts, and usually the smaller offices. | Free rows on every list page | ## How do you find family offices in SEC filings? 1. **Form ADV.** Search the SEC's Investment Adviser Public Disclosure site for "family office" in the firm name, then read Part 1 for assets and Schedule A for owners and officers. 2. **13F.** Use EDGAR full-text search for 13F-HR filings whose filer name includes "family office", or look up a known office by name to see its listed holdings. 3. **Form D.** Search EDGAR for Form D filings with a family name and "holdings", "capital" or "investments". The related persons section names the officers of the vehicle, not the people who invested in it. In our file, 204 offices have an assets figure taken from a filing, and the row says which filing it came from. ## How do you tell a family office from a wealth manager? Check three things on its own site or filing: whose money it manages (one family, or a few), whether it takes outside clients, and who owns it. We hold 488 single family offices and 236 multi-family offices, and mark which is which on every row. ## Which family offices invest in startups? 201 of our 724 offices state a venture or direct investment focus. Focus tags are our research from each office's site and filings, not SEC data. See [family offices that invest in startups](https://familyofficeroster.com/lists/family-offices-that-invest-in-startups/). ## When is it worth paying for a list instead? When your time costs more than the file. The six methods are free, but each office takes a few minutes to find and confirm. Family Office Roster is that work already done for 724 offices: $995 for the US file, one-time. [Compare the places to buy one](https://familyofficeroster.com/guides/where-to-buy-a-family-office-list/). ## Method and limits - **How we built our file:** From the first five methods in the table, then a check of each office against its own website where it has one. - **Counts:** Counted from our records. Data as of November 2026. - **Limits:** Offices with no filing, no register entry under a recognizable name and no website cannot be found by these methods, by us or by anyone. - **Not advice:** This is a research guide. It is not legal or investment advice. ## Questions ### How do I find family offices for free? Search SEC Form ADV and 13F filings for the US, Companies House for the UK and the DIFC and ADGM registers for the Gulf, then confirm each office on its own website. ### Do family offices have to register with the SEC? A single family office that serves one family is generally exempt from registering as an investment adviser. Multi-family offices usually register, which is why they are easier to find. ### Can I find family office contacts in SEC filings? Form ADV and Form D name officers and give a business address. They do not give personal email addresses. ### Does Form D show which family offices invested in a company? No. Form D names the issuer and its officers and directors. It gives the number of investors but never their names. ### How many family offices can be found this way? We found 724 with a public source: 481 in the US, 157 in the UK and 85 in the Gulf. ### Is there a free family office list? Yes. Our list pages show rows free, and we send a 25-office sample file. Praxis Rock also publishes a free list of [355 US family offices](https://praxisrock.com/resources/investors/family-offices-united-states) (the count on its own page, checked 10 Nov 2026). **Get all 481 US family offices and 592 named contacts, $995:** https://familyofficeroster.com/buy/us. One-time payment. No subscription. No account. Or get the [free sample file](https://familyofficeroster.com/#sample) (25 family offices) first. ## Related - [How many family offices are there](https://familyofficeroster.com/guides/how-many-family-offices-are-there/) - [Family office matching tool](https://familyofficeroster.com/family-office-matching-tool/) - [Family offices in the United States (481)](https://familyofficeroster.com/lists/family-offices-in-the-united-states/) - [Single family offices (488)](https://familyofficeroster.com/lists/single-family-offices/) - [Family offices that invest in startups and venture capital (110)](https://familyofficeroster.com/lists/family-offices-that-invest-in-startups/) - [Family offices by state](https://familyofficeroster.com/family-offices-by-state/) - [Family offices by focus](https://familyofficeroster.com/family-offices-by-focus/) - [Where to buy a family office list](https://familyofficeroster.com/guides/where-to-buy-a-family-office-list/) - [What is in the family office database](https://familyofficeroster.com/family-office-database/) ## Cite this page Muhammad Tayyab Shabbir, "How to Find Family Offices: 6 Free Methods, Including SEC Filings", Family Office Roster, 10 Nov 2026. https://familyofficeroster.com/guides/how-to-find-family-offices/