--- title: "56 Family Offices in California (Nov 2026): Top 10 by Assets" last_updated: "2026-11-10" rows: "56" free_rows: "25" source: "SEC filings" canonical: "https://familyofficeroster.com/lists/family-offices-in-california/" --- # 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. - 56 family offices - 34 / 22 single / multi-family - 7 with startups or venture as a stated focus - 80 named decision-makers on file ## All 56 family offices in California: full detail on the first 25 | Family office | Type | City | Focus | Disclosed assets | Source | Checked | Profile | |---|---|---|---|---|---|---|---| | AG Asset Advisory, LLC | Multi-family office | Los Angeles | Public Equities, Fixed Income | $440M regulatory AUM (Form ADV, filed 2026-03-05) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/ag-asset-advisory/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/ariadne-wealth-management/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/cft-capital-management/ | | Family Financial | Multi-family office | Manhattan Beach | Public Equities | $280M regulatory AUM (Form ADV, filed 2026-03-30) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/family-financial/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/muse-capital-management/ | | Prossimo Advisors LLC | Multi-family office | San Luis Obispo | Public Equities | $239M regulatory AUM (Form ADV, filed 2026-03-26) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/prossimo-advisors/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/arrowroot-family-office/ | | Berggruen Holdings | Single family office | Los Angeles | Real Estate, Private Equity, Venture Capital and Startups, Public Equities | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/berggruen-holdings/ | | Certis Capital Management, Inc. | Multi-family office | Santa Barbara | Public Equities | $256M regulatory AUM (Form ADV, filed 2026-03-26) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/certis-capital-management/ | | 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 | 2026-11-04 | https://familyofficeroster.com/family-offices/curated-wealth-partners/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/dca-family-office/ | | Knuff & Company LLC | Multi-family office | Foster City | Public Equities, Hedge Funds | $394M regulatory AUM (Form ADV, filed 2026-03-26) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/knuff-company/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/ohana-advisors/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/optivest/ | | Sestante Family Office | Multi-family office | Coronado | Public Equities, Private Funds, Fixed Income | $434M regulatory AUM (Form ADV, filed 2026-08-19) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/sestante-family-office/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/superior-planning-wealth-management-family-office/ | | Tarbox Family Office, Inc. | Multi-family office | Newport Beach | Public Equities, Fixed Income | $954M regulatory AUM (Form ADV, filed 2026-03-26) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/tarbox-family-office/ | | Angeles Family Office | Multi-family office | Santa Monica | Public Equities, Private Funds | $182M regulatory AUM (Form ADV, filed 2026-08-26) | SEC filing | 2026-11-04 | https://familyofficeroster.com/family-offices/angeles-family-office/ | | EMC2 Capital | Single family office | Santa Barbara | Public Equities | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/emc2-capital/ | | Endurance Companies | Single family office | San Francisco | Venture Capital and Startups | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/endurance-companies/ | | Evolution Capital Management LLC | Single family office | Los Angeles | Public Equities | $29M 13F holdings (Q4 2022) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/evolution-capital-management/ | | Factory Capital LLC | Multi-family office | Los Angeles | Public Equities, Private Funds | $103M regulatory AUM (Form ADV, filed 2026-08-07) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/factory-capital/ | | FS Investors | Single family office | San Diego | Generalist | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/fs-investors/ | | Oakmont Corporation | Single family office | Los Angeles | Public Equities | $503M 13F holdings (Q2 2026) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/oakmont-corporation/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/pointone-family-office/ | Other offices on this list (name, type, city): - Tarsadia Investments, Single family office, Newport Beach - Three Bridge Wealth Advisors, Multi-family office, Los Altos - West Family Investments, Inc., Single family office, Carlsbad - Altair US, LLC, Single family office, Santa Rosa - ERAS Holdings, Single family office, San Francisco - Foris Ventures, Single family office, San Carlos - Fremont Group, Single family office, San Francisco - S-Cubed Capital, Single family office, Menlo Park - Sansome Partners, Single family office, San Francisco - Sebastes Capital, Single family office, San Francisco - Slewgrass, Single family office, Tiburon - Sweat Equity Partners, Single family office, San Francisco - AFH Holding, Single family office, Calabasas - Chartwell Family Office, LLC, Multi-family office, Palm Desert - CM Capital, Single family office, Palo Alto - Douglas Telecommunications, Single family office, Greenbrae - Feehan Partners, Single family office, Sausalito - Hillspire, Single family office, Menlo Park - Open Family Office (ofo) Wealth Management LLC, Multi-family office, Fremont - Primarius Capital, Single family office, San Francisco - Rainin Group, Single family office, Emeryville - Thiel Capital, Single family office, Los Angeles - Brindle Capital, Single family office, Los Angeles - Legado Del Rey, Single family office, Beverly Hills - MCKEA Holdings, Single family office, Tustin - NALA Investments, Single family office, Santa Monica - Ranger Global Advisors, Single family office, Beverly Hills - Sierra Bonita Holdings, LLC, Single family office, Los Angeles - Thompson Peak Capital, Single family office, Palo Alto - Touchdown Investments Inc, Single family office, Anaheim - Voyager Management, Multi-family office, Los Angeles 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. Get all 56 offices and 80 named contacts, $149, one-time: https://familyofficeroster.com/buy/list/family-offices-in-california This page: https://familyofficeroster.com/lists/family-offices-in-california/ ## 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). ## 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. - 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. ## 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.