23 family offices in Miami and South Florida
We list 23 family offices in Miami and South Florida as of November 2026: 11 single family offices and 12 multi-family offices, all sourced from an SEC filing, last checked on 10 Nov 2026. The focus stated most often is Public Equities (15), Fixed Income (12) and Private Funds (9).
Top 10 family offices in Miami and South Florida, ranked by disclosed assets
The rule: the assets an office discloses in a Form ADV or 13F filing, largest first. 14 of the 23 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.
WE Family Offices
Type: Multi-family office · Location: Coral Gables, Florida, United States · Focus: Public Equities, Private Funds, Fixed Income · Disclosed assets: $17.8B regulatory AUM (Form ADV, filed 2026-04-21) · Source: SEC filing
WE Family Offices discloses $17.8B regulatory AUM (Form ADV, filed 2026-04-21); 4 named decision-makers on file; last checked 10 Nov 2026.
CV Advisors LLC
Type: Multi-family office · Location: Aventura, Florida, United States · Focus: Public Equities, Private Funds, Fixed Income, Private Equity · Disclosed assets: $15.1B regulatory AUM (Form ADV, filed 2026-04-23) · Source: SEC filing
CV Advisors LLC discloses $15.1B regulatory AUM (Form ADV, filed 2026-04-23); 4 named decision-makers on file; last checked 10 Nov 2026.
Founders Family Office
Type: Multi-family office · Location: Miami, Florida, United States · Focus: Public Equities, Private Funds, Fixed Income · Disclosed assets: $1.4B regulatory AUM (Form ADV, filed 2026-10-23) · Source: SEC filing
Founders Family Office discloses $1.4B regulatory AUM (Form ADV, filed 2026-10-23); 1 named decision-maker on file; last checked 10 Nov 2026.
Allie Family Office LLC
Type: Multi-family office · Location: Miami, Florida, United States · Focus: Private Funds, Fixed Income · Disclosed assets: $1.3B regulatory AUM (Form ADV, filed 2026-03-25) · Source: SEC filing
Allie Family Office LLC discloses $1.3B regulatory AUM (Form ADV, filed 2026-03-25); 5 named decision-makers on file; last checked 10 Nov 2026.
Element Pointe Family Office
Type: Multi-family office · Location: Miami, Florida, United States · Focus: Private Equity, Private Funds, Public Equities, Fixed Income · Disclosed assets: $1.2B regulatory AUM (Form ADV, filed 2026-07-30) · Source: SEC filing
Element Pointe Family Office discloses $1.2B regulatory AUM (Form ADV, filed 2026-07-30); 4 named decision-makers on file; last checked 10 Nov 2026.
Pioneer Family Office, LLC
Type: Multi-family office · Location: North Miami Beach, Florida, United States · Focus: Public Equities, Fixed Income · Disclosed assets: $957M regulatory AUM (Form ADV, filed 2026-04-10) · Source: SEC filing
Pioneer Family Office, LLC discloses $957M regulatory AUM (Form ADV, filed 2026-04-10); 6 named decision-makers on file; last checked 10 Nov 2026.
Tiempo Capital Partners
Type: Multi-family office · Location: Miami, Florida, United States · Focus: Public Equities, Private Funds, Fixed Income · Disclosed assets: $911M regulatory AUM (Form ADV, filed 2026-06-08) · Source: SEC filing
Tiempo Capital Partners discloses $911M regulatory AUM (Form ADV, filed 2026-06-08); 1 named decision-maker on file; last checked 10 Nov 2026.
Fiduciary Family Office, LLC
Type: Multi-family office · Location: Boca Raton, Florida, United States · Focus: Public Equities, Private Funds, Fixed Income · Disclosed assets: $748M regulatory AUM (Form ADV, filed 2026-03-11) · Source: SEC filing
Fiduciary Family Office, LLC discloses $748M regulatory AUM (Form ADV, filed 2026-03-11); 1 named decision-maker on file; last checked 10 Nov 2026.
Maximai Investment Partners, LLC
Type: Multi-family office · Location: Coral Gables, Florida, United States · Focus: Public Equities, Private Funds, Fixed Income · Disclosed assets: $696M regulatory AUM (Form ADV, filed 2026-03-24) · Source: SEC filing
Maximai Investment Partners, LLC discloses $696M regulatory AUM (Form ADV, filed 2026-03-24); 1 named decision-maker on file; last checked 10 Nov 2026.
Brainvest Wealth Management LLC
Type: Multi-family office · Location: Miami, Florida, United States · Focus: Public Equities, Private Funds, Fixed Income, Hedge Funds · Disclosed assets: $691M regulatory AUM (Form ADV, filed 2026-04-27) · Source: SEC filing
Brainvest Wealth Management LLC discloses $691M regulatory AUM (Form ADV, filed 2026-04-27); 3 named decision-makers on file; last checked 10 Nov 2026.
All 23 family offices in Miami and South Florida
| Family office | Type | City | Focus | Disclosed assets | Source | Checked | Contacts |
|---|---|---|---|---|---|---|---|
| Allie Family Office LLC | Multi-family office | Miami | Private Funds, Fixed Income | $1.3B regulatory AUM (Form ADV, filed 2026-03-25) | SEC filing | 10 Nov 2026 | 5 names, office email · Unlock |
| Di Rezze Family Office | Single family office | Sunny Isles Beach | Direct Investments, Spacs, Private Equity | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock | |
| Maximai Investment Partners, LLC | Multi-family office | Coral Gables | Public Equities, Private Funds, Fixed Income | $696M regulatory AUM (Form ADV, filed 2026-03-24) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Brainvest Wealth Management LLC | Multi-family office | Miami | Public Equities, Private Funds, Fixed Income, Hedge Funds | $691M regulatory AUM (Form ADV, filed 2026-04-27) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Chronos Capital Advisors LLC | Multi-family office | Miami | Public Equities, Fixed Income | $181M regulatory AUM (Form ADV, filed 2026-03-11) | SEC filing | 4 Nov 2026 | 2 names · Unlock |
| CV Advisors LLC | Multi-family office | Aventura | Public Equities, Private Funds, Fixed Income, Private Equity | $15.1B regulatory AUM (Form ADV, filed 2026-04-23) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| Element Pointe Family Office | Multi-family office | Miami | Private Equity, Private Funds, Public Equities, Fixed Income | $1.2B regulatory AUM (Form ADV, filed 2026-07-30) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| Fiduciary Family Office, LLC | Multi-family office | Boca Raton | Public Equities, Private Funds, Fixed Income | $748M regulatory AUM (Form ADV, filed 2026-03-11) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Founders Family Office | Multi-family office | Miami | Public Equities, Private Funds, Fixed Income | $1.4B regulatory AUM (Form ADV, filed 2026-10-23) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Pioneer Family Office, LLC | Multi-family office | North Miami Beach | Public Equities, Fixed Income | $957M regulatory AUM (Form ADV, filed 2026-04-10) | SEC filing | 10 Nov 2026 | 6 names · Unlock |
| Summer Road | Single family office | West Palm Beach | Public Equities | $161M 13F holdings (Q2 2026) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Tiempo Capital Partners | Multi-family office | Miami | Public Equities, Private Funds, Fixed Income | $911M regulatory AUM (Form ADV, filed 2026-06-08) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| WE Family Offices | Multi-family office | Coral Gables | Public Equities, Private Funds, Fixed Income | $17.8B regulatory AUM (Form ADV, filed 2026-04-21) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| Gruss & Co., LLC | Single family office | West Palm Beach | Generalist, Public Equities | $120M 13F holdings (Q3 2026) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Ocean Cliff Partners | Single family office | Delray Beach | Private Equity, Direct Investments | SEC filing | 10 Nov 2026 | 1 name · Unlock | |
| Saul Wealth Advisors, LLC | Multi-family office | Miami | Public Equities, Fixed Income | $201M regulatory AUM (Form ADV, filed 2026-03-30) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| The Theo Group | Single family office | Palm Beach Gardens | Real Estate, Healthcare, Technology | SEC filing | 10 Nov 2026 | office email · Unlock | |
| Allerand Capital | Single family office | Jupiter | Real Estate, Private Credit, Direct Investments, Healthcare | SEC filing | 10 Nov 2026 | No contact on file | |
| Bess Ventures & Advisory | Single family office | Miami Beach | Public Equities | SEC filing | 10 Nov 2026 | 1 name · Unlock | |
| Ligo Partners | Single family office | Miami | Venture Capital and Startups, Private Equity, Technology, Direct Investments | SEC filing | 10 Nov 2026 | No contact on file | |
| East Asset Management | Single family office | Boca Raton | Public Equities | SEC filing | 10 Nov 2026 | No contact on file | |
| Mariposa Capital | Single family office | Miami | SEC filing | 10 Nov 2026 | 1 name · Unlock | ||
| Teton Capital | Single family office | Fort Lauderdale | SEC filing | 10 Nov 2026 | No contact on file |
You are seeing all 23 offices. The paid file adds 39 named decision-makers, 4 office emails and the spreadsheet in Excel and CSV.
One-time payment. No subscription. No account.
Or get the free sample.
How these 23 break down
By type
| Type | On this list | Share |
|---|---|---|
| Multi-family office | 12 | 52% |
| Single family office | 11 | 48% |
By investment focus
| Investment focus | On this list | Share |
|---|---|---|
| Public Equities | 15 | 65% |
| Fixed Income | 12 | 52% |
| Private Funds | 9 | 39% |
| Private Equity | 6 | 26% |
| Direct Investments | 5 | 22% |
| Real Estate | 5 | 22% |
| Private Credit | 4 | 17% |
| Venture Capital and Startups | 3 | 13% |
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 fixed income (93)Family offices that invest in private funds (109)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 private credit (47)Family offices that invest in startups and venture capital (110)
Method and limits
- Source
- All 23 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 Miami and South Florida. 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 23 rows: focus 21, website 17, disclosed assets 14. In the paid file: named decision-makers on 18 rows, office email on 4, LinkedIn page on 5.
- Corrections
- Email hello@familyofficeroster.com or use the update form. We act within 5 working days.
Questions
How many family offices in Miami and South Florida are there?
We list 23 as of November 2026: 11 single family offices and 12 multi-family offices.
Which cities have the most family offices in Miami and South Florida?
Miami (9), Coral Gables (2) and Boca Raton (2). 2 offices on this list are in other cities or give no city.
Do family offices in Miami and South Florida invest in startups?
3 of the 23 name venture capital or startups as a focus. The most common focus tags on this list are Public Equities (15), Fixed Income (12) and Private Funds (9). 2 offices state no focus.
How many family offices in Miami and South Florida are single family offices and how many are multi-family offices?
11 single and 12 multi-family. A single family office manages one family's wealth: Di Rezze Family Office is one on this list. A multi-family office serves several families, often as a regulated adviser: Allie Family Office LLC is one.
How do I contact family offices in Miami and South Florida?
18 of the 23 offices name at least one decision-maker in a public source and 4 publish an office email; Pioneer Family Office, LLC names the most people (6). The file holds all 39 names with their roles. We list addresses the office publishes itself, never personal emails.
Where does the data on family offices in Miami and South Florida come from?
All 23 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 Allie Family Office LLC, on 10 Nov 2026.
Related lists
Family offices in New York City (54)Family offices in Dallas-Fort Worth (23)Family offices in Los Angeles (20)Family offices in the San Francisco Bay Area (20)Family offices in Boston (10)
Not sure this is the right list? Describe your raise in the family office matching tool and get a shortlist. The link opens it set to Florida. Guide: how many family offices there are, by place and type. Markdown version of this page.
Check the quality first
A free sample of 25 family offices, every column, with sources and dates.