56 family offices in California (56 of the 63 on the West Coast)
We list 56 family offices in California as of November 2026: 34 single family offices and 22 multi-family offices, all sourced from an SEC filing, last checked on 10 Nov 2026. Los Angeles (10), San Francisco (7) and Santa Barbara (3) hold the most offices on this list. All 56 are part of our list of family offices on the West Coast (63), which is folded into this page. The 7 offices it held that are not on this list are named below.
Top 10 family offices in California, ranked by disclosed assets
The rule: the assets an office discloses in a Form ADV or 13F filing, largest first. 23 of the 56 offices on this list disclose a figure; offices that do not disclose are not ranked. It is a measure of size as filed, not of quality or returns.
CFT Capital Management, LLC
Type: Single family office · Location: Los Angeles, California, United States · Focus: Private Funds, Private Equity, Direct Investments, Real Estate · Disclosed assets: $3.7B regulatory AUM (Form ADV, filed 2026-08-04) · Source: SEC filing
CFT Capital Management, LLC discloses $3.7B regulatory AUM (Form ADV, filed 2026-08-04); 3 named decision-makers on file; last checked 10 Nov 2026.
Ohana Advisors
Type: Multi-family office · Location: San Rafael, California, United States · Focus: Public Equities, Private Funds, Private Equity · Disclosed assets: $2.8B regulatory AUM (Form ADV, filed 2026-05-22) · Source: SEC filing
Ohana Advisors discloses $2.8B regulatory AUM (Form ADV, filed 2026-05-22); 5 named decision-makers on file; last checked 10 Nov 2026.
Curated Wealth Partners, LLC
Type: Multi-family office · Location: El Segundo, California, United States · Focus: Public Equities, Fixed Income, Private Equity, Venture Capital and Startups · Disclosed assets: $1.8B regulatory AUM (Form ADV, filed 2026-10-22) · Source: SEC filing
Curated Wealth Partners, LLC discloses $1.8B regulatory AUM (Form ADV, filed 2026-10-22); 3 named decision-makers on file; last checked 4 Nov 2026.
Three Bridge Wealth Advisors
Type: Multi-family office · Location: Los Altos, California, United States · Focus: Public Equities, Fixed Income · Disclosed assets: $1.0B regulatory AUM (Form ADV, filed 2026-03-30) · Source: SEC filing
Three Bridge Wealth Advisors discloses $1.0B regulatory AUM (Form ADV, filed 2026-03-30); 3 named decision-makers on file; last checked 10 Nov 2026.
Tarbox Family Office, Inc.
Type: Multi-family office · Location: Newport Beach, California, United States · Focus: Public Equities, Fixed Income · Disclosed assets: $954M regulatory AUM (Form ADV, filed 2026-03-26) · Source: SEC filing
Tarbox Family Office, Inc. discloses $954M regulatory AUM (Form ADV, filed 2026-03-26); 3 named decision-makers on file; last checked 10 Nov 2026.
Ariadne Wealth Management, LP
Type: Multi-family office · Location: Santa Barbara, California, United States · Focus: Public Equities, Private Funds, Private Equity, Real Estate · Disclosed assets: $627M regulatory AUM (Form ADV, filed 2026-03-27) · Source: SEC filing
Ariadne Wealth Management, LP discloses $627M regulatory AUM (Form ADV, filed 2026-03-27); 3 named decision-makers on file; last checked 10 Nov 2026.
Oakmont Corporation
Type: Single family office · Location: Los Angeles, California, United States · Focus: Public Equities · Disclosed assets: $503M 13F holdings (Q2 2026) · Source: SEC filing
Oakmont Corporation discloses $503M 13F holdings (Q2 2026); 1 named decision-maker on file; last checked 10 Nov 2026.
Arrowroot Family Office, LLC
Type: Multi-family office · Location: Marina Del Rey, California, United States · Focus: Public Equities, Real Estate, Hedge Funds · Disclosed assets: $499M regulatory AUM (Form ADV, filed 2026-10-19) · Source: SEC filing
Arrowroot Family Office, LLC discloses $499M regulatory AUM (Form ADV, filed 2026-10-19); 3 named decision-makers on file; last checked 10 Nov 2026.
AG Asset Advisory, LLC
Type: Multi-family office · Location: Los Angeles, California, United States · Focus: Public Equities, Fixed Income · Disclosed assets: $440M regulatory AUM (Form ADV, filed 2026-03-05) · Source: SEC filing
AG Asset Advisory, LLC discloses $440M regulatory AUM (Form ADV, filed 2026-03-05); 2 named decision-makers on file; last checked 10 Nov 2026.
Sestante Family Office
Type: Multi-family office · Location: Coronado, California, United States · Focus: Public Equities, Private Funds, Fixed Income · Disclosed assets: $434M regulatory AUM (Form ADV, filed 2026-08-19) · Source: SEC filing
Sestante Family Office discloses $434M regulatory AUM (Form ADV, filed 2026-08-19); 3 named decision-makers on file; last checked 10 Nov 2026.
All 56 family offices in California: full detail on the first 25
| Family office | Type | City | Focus | Disclosed assets | Source | Checked | Contacts |
|---|---|---|---|---|---|---|---|
| AG Asset Advisory, LLC | Multi-family office | Los Angeles | Public Equities, Fixed Income | $440M regulatory AUM (Form ADV, filed 2026-03-05) | SEC filing | 10 Nov 2026 | 2 names, office email · Unlock |
| Ariadne Wealth Management, LP | Multi-family office | Santa Barbara | Public Equities, Private Funds, Private Equity, Real Estate | $627M regulatory AUM (Form ADV, filed 2026-03-27) | SEC filing | 10 Nov 2026 | 3 names, office email · Unlock |
| CFT Capital Management, LLC | Single family office | Los Angeles | Private Funds, Private Equity, Direct Investments, Real Estate | $3.7B regulatory AUM (Form ADV, filed 2026-08-04) | SEC filing | 10 Nov 2026 | 3 names, office email · Unlock |
| Family Financial | Multi-family office | Manhattan Beach | Public Equities | $280M regulatory AUM (Form ADV, filed 2026-03-30) | SEC filing | 10 Nov 2026 | 2 names, office email · Unlock |
| Muse Capital Management LLC | Multi-family office | Santa Monica | Public Equities, Private Funds, Fixed Income, Real Estate | $107M regulatory AUM (Form ADV, filed 2026-07-29) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Prossimo Advisors LLC | Multi-family office | San Luis Obispo | Public Equities | $239M regulatory AUM (Form ADV, filed 2026-03-26) | SEC filing | 10 Nov 2026 | 2 names, office email · Unlock |
| Arrowroot Family Office, LLC | Multi-family office | Marina Del Rey | Public Equities, Real Estate, Hedge Funds | $499M regulatory AUM (Form ADV, filed 2026-10-19) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Berggruen Holdings | Single family office | Los Angeles | Real Estate, Private Equity, Venture Capital and Startups, Public Equities | SEC filing | 10 Nov 2026 | 5 names, office email · Unlock | |
| Certis Capital Management, Inc. | Multi-family office | Santa Barbara | Public Equities | $256M regulatory AUM (Form ADV, filed 2026-03-26) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Curated Wealth Partners, LLC | Multi-family office | El Segundo | Public Equities, Fixed Income, Private Equity, Venture Capital and Startups | $1.8B regulatory AUM (Form ADV, filed 2026-10-22) | SEC filing | 4 Nov 2026 | 3 names · Unlock |
| DCA Family Office, LLC | Multi-family office | Roseville | Private Funds, Real Estate, Direct Investments | $120M regulatory AUM (Form ADV, filed 2026-03-30) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| Knuff & Company LLC | Multi-family office | Foster City | Public Equities, Hedge Funds | $394M regulatory AUM (Form ADV, filed 2026-03-26) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Ohana Advisors | Multi-family office | San Rafael | Public Equities, Private Funds, Private Equity | $2.8B regulatory AUM (Form ADV, filed 2026-05-22) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| Optivest, Inc. | Multi-family office | San Juan Capistrano | Public Equities, Private Funds, Real Estate, Fixed Income | $319M regulatory AUM (Form ADV, filed 2026-03-30) | SEC filing | 10 Nov 2026 | 2 names · Unlock |
| Sestante Family Office | Multi-family office | Coronado | Public Equities, Private Funds, Fixed Income | $434M regulatory AUM (Form ADV, filed 2026-08-19) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Superior Planning Wealth Management & Family Office | Multi-family office | San Diego | Public Equities, Fixed Income | $350M regulatory AUM (Form ADV, filed 2026-06-02) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| Tarbox Family Office, Inc. | Multi-family office | Newport Beach | Public Equities, Fixed Income | $954M regulatory AUM (Form ADV, filed 2026-03-26) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Angeles Family Office | Multi-family office | Santa Monica | Public Equities, Private Funds | $182M regulatory AUM (Form ADV, filed 2026-08-26) | SEC filing | 4 Nov 2026 | 3 names · Unlock |
| EMC2 Capital | Single family office | Santa Barbara | Public Equities | SEC filing | 10 Nov 2026 | 1 name · Unlock | |
| Endurance Companies | Single family office | San Francisco | Venture Capital and Startups | SEC filing | 10 Nov 2026 | 5 names · Unlock | |
| Evolution Capital Management LLC | Single family office | Los Angeles | Public Equities | $29M 13F holdings (Q4 2022) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Factory Capital LLC | Multi-family office | Los Angeles | Public Equities, Private Funds | $103M regulatory AUM (Form ADV, filed 2026-08-07) | SEC filing | 10 Nov 2026 | LinkedIn page · Unlock |
| FS Investors | Single family office | San Diego | Generalist | SEC filing | 10 Nov 2026 | 1 name · Unlock | |
| Oakmont Corporation | Single family office | Los Angeles | Public Equities | $503M 13F holdings (Q2 2026) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Pointone Family Office | Multi-family office | Manhattan Beach | Public Equities, Private Equity, Private Funds, Fixed Income | $327M regulatory AUM (Form ADV, filed 2026-04-10) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Tarsadia Investments | Single family office | Newport Beach | Focus, assets, source and contacts in the file · Unlock | ||||
| Three Bridge Wealth Advisors | Multi-family office | Los Altos | Focus, assets, source and contacts in the file · Unlock | ||||
| West Family Investments, Inc. | Single family office | Carlsbad | Focus, assets, source and contacts in the file · Unlock | ||||
| Altair US, LLC | Single family office | Santa Rosa | Focus, assets, source and contacts in the file · Unlock | ||||
| ERAS Holdings | Single family office | San Francisco | Focus, assets, source and contacts in the file · Unlock | ||||
| Foris Ventures | Single family office | San Carlos | Focus, assets, source and contacts in the file · Unlock | ||||
| Fremont Group | Single family office | San Francisco | Focus, assets, source and contacts in the file · Unlock | ||||
| S-Cubed Capital | Single family office | Menlo Park | Focus, assets, source and contacts in the file · Unlock | ||||
| Sansome Partners | Single family office | San Francisco | Focus, assets, source and contacts in the file · Unlock | ||||
| Sebastes Capital | Single family office | San Francisco | Focus, assets, source and contacts in the file · Unlock | ||||
| Slewgrass | Single family office | Tiburon | Focus, assets, source and contacts in the file · Unlock | ||||
| Sweat Equity Partners | Single family office | San Francisco | Focus, assets, source and contacts in the file · Unlock | ||||
| AFH Holding | Single family office | Calabasas | Focus, assets, source and contacts in the file · Unlock | ||||
| Chartwell Family Office, LLC | Multi-family office | Palm Desert | Focus, assets, source and contacts in the file · Unlock | ||||
| CM Capital | Single family office | Palo Alto | Focus, assets, source and contacts in the file · Unlock | ||||
| Douglas Telecommunications | Single family office | Greenbrae | Focus, assets, source and contacts in the file · Unlock | ||||
| Feehan Partners | Single family office | Sausalito | Focus, assets, source and contacts in the file · Unlock | ||||
| Hillspire | Single family office | Menlo Park | Focus, assets, source and contacts in the file · Unlock | ||||
| Open Family Office (ofo) Wealth Management LLC | Multi-family office | Fremont | Focus, assets, source and contacts in the file · Unlock | ||||
| Primarius Capital | Single family office | San Francisco | Focus, assets, source and contacts in the file · Unlock | ||||
| Rainin Group | Single family office | Emeryville | Focus, assets, source and contacts in the file · Unlock | ||||
| Thiel Capital | Single family office | Los Angeles | Focus, assets, source and contacts in the file · Unlock | ||||
| Brindle Capital | Single family office | Los Angeles | Focus, assets, source and contacts in the file · Unlock | ||||
| Legado Del Rey | Single family office | Beverly Hills | Focus, assets, source and contacts in the file · Unlock | ||||
| MCKEA Holdings | Single family office | Tustin | Focus, assets, source and contacts in the file · Unlock | ||||
| NALA Investments | Single family office | Santa Monica | Focus, assets, source and contacts in the file · Unlock | ||||
| Ranger Global Advisors | Single family office | Beverly Hills | Focus, assets, source and contacts in the file · Unlock | ||||
| Sierra Bonita Holdings, LLC | Single family office | Los Angeles | Focus, assets, source and contacts in the file · Unlock | ||||
| Thompson Peak Capital | Single family office | Palo Alto | Focus, assets, source and contacts in the file · Unlock | ||||
| Touchdown Investments Inc | Single family office | Anaheim | Focus, assets, source and contacts in the file · Unlock | ||||
| Voyager Management | Multi-family office | Los Angeles | Focus, assets, source and contacts in the file · Unlock | ||||
You are seeing every office name, with full detail on 25 of 56. The file adds the detail for the other 31, 80 named decision-makers and 7 office emails.
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7 more family offices on the West Coast
Our list of family offices on the West Coast held 63 offices: the 56 on this page and 7 more (Washington (5), Oregon (1) and Hawaii (1)). The two lists share so many rows that we publish one page, and the old address forwards here.
Not on this page: Aletheian Wealth Advisors LLC (Bellevue), Capitol Family Office, Inc. (Beaverton), Sander Capital Advisors, Inc. (Seattle), Integrated Wealth Advisors, LLC (Bellevue), Seneschal Family Office (Tacoma), McCutchen Group (Seattle) and Stable Road Capital (Paia). Each has its own profile.
How these 56 break down
By city
| City | On this list | Share |
|---|---|---|
| Los Angeles | 10 | 18% |
| San Francisco | 7 | 12% |
| Santa Barbara | 3 | 5% |
| Santa Monica | 3 | 5% |
| Manhattan Beach | 2 | 4% |
| San Diego | 2 | 4% |
| Newport Beach | 2 | 4% |
| Menlo Park | 2 | 4% |
| Palo Alto | 2 | 4% |
| Beverly Hills | 2 | 4% |
Full lists, each with its own row count: Family offices in Los Angeles (20)
By type
| Type | On this list | Share |
|---|---|---|
| Single family office | 34 | 61% |
| Multi-family office | 22 | 39% |
By investment focus
| Investment focus | On this list | Share |
|---|---|---|
| Public Equities | 31 | 55% |
| Private Funds | 12 | 21% |
| Fixed Income | 10 | 18% |
| Private Equity | 9 | 16% |
| Direct Investments | 9 | 16% |
| Real Estate | 8 | 14% |
| Venture Capital and Startups | 7 | 12% |
| Technology | 4 | 7% |
An office can carry more than one focus tag.
Full lists, each with its own row count: Family offices that invest in public equities (274)Family offices that invest in private funds (109)Family offices that invest in fixed income (93)Family offices that invest in private equity (177)Family offices that invest in direct deals in private companies (143)Family offices that invest in real estate (149)Family offices that invest in startups and venture capital (110)Family offices that invest in technology (58)
Method and limits
- Source
- All 56 rows come from an SEC filing (Form ADV or 13F). Asset figures are shown only where a filing gives them.
- Inclusion rule
- Single and multi-family offices that a public source identifies as a family office: an SEC filing, a company register or the office's own website. On this list: offices whose address is in California. US offices with no state on file appear only in the national list.
- Order
- 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.
- Last refreshed
- November 2026. Rows on this list were checked between 4 Nov 2026 and 10 Nov 2026.
- Fill rates
- Of 56 rows: focus 40, website 28, disclosed assets 23. In the paid file: named decision-makers on 35 rows, office email on 7, LinkedIn page on 4.
- Corrections
- Email hello@familyofficeroster.com or use the update form. We act within 5 working days.
Questions
How many family offices in California are there?
We list 56 as of November 2026: 34 single family offices and 22 multi-family offices.
Which cities have the most family offices in California?
Los Angeles (10), San Francisco (7) and Santa Barbara (3). 21 offices on this list are in other cities or give no city.
Do family offices in California invest in startups?
7 of the 56 name venture capital or startups as a focus. The most common focus tags on this list are Public Equities (31), Private Funds (12) and Fixed Income (10). 16 offices state no focus.
How many family offices in California are single family offices and how many are multi-family offices?
34 single and 22 multi-family. A single family office manages one family's wealth: CFT Capital Management, LLC is one on this list. A multi-family office serves several families, often as a regulated adviser: AG Asset Advisory, LLC is one.
How do I contact family offices in California?
35 of the 56 offices name at least one decision-maker in a public source and 7 publish an office email; Berggruen Holdings names the most people (5). The file holds all 80 names with their roles. We list addresses the office publishes itself, never personal emails.
Where does the data on family offices in California come from?
All 56 offices come from an SEC filing (Form ADV or 13F). Each row shows its source label and the date we checked it. The row checked most recently is AG Asset Advisory, LLC, on 10 Nov 2026.
Broader lists
Related lists
Family offices in New York (68)Family offices in Texas (45)Family offices in Florida (40)Family offices in Chicago and Illinois (17)Family offices in Colorado (15)Family offices in Massachusetts (13)Family offices in Fairfield County and Connecticut (10)
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