---
title: "44 Family Offices in the Midwest (Nov 2026): Top 10 by Assets"
last_updated: "2026-11-10"
rows: "44"
free_rows: "25"
source: "SEC Form D filings and our own research"
canonical: "https://familyofficeroster.com/lists/family-offices-in-the-midwest/"
---

# 44 family offices in the Midwest

We list 44 family offices in the Midwest as of November 2026: 21 single family offices and 23 multi-family offices, 43 sourced from an SEC filing and 1 from the office's own site or a company register, last checked on 10 Nov 2026. Chicago (13), Cleveland (2) and St. Louis (2) hold the most offices on this list.

- 44 family offices
- 21 / 23 single / multi-family
- 6 with startups or venture as a stated focus
- 73 named decision-makers on file

## All 44 family offices in the Midwest: full detail on the first 25

| Family office | Type | City | Focus | Disclosed assets | Source | Checked | Profile |
|---|---|---|---|---|---|---|---|
| Altman Advisors | Multi-family office | Chicago | Public Equities, Private Equity, Fixed Income | $483M regulatory AUM (Form ADV, filed 2026-10-23) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/altman-advisors/ |
| Bluestone Private Wealth, LLC | Multi-family office | Cleveland | Public Equities, Private Funds | $190M regulatory AUM (Form ADV, filed 2026-03-05) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/bluestone-private-wealth/ |
| Cambient Family Office, LLC | Multi-family office | Ada | Public Equities, Venture Capital and Startups, Real Estate, Direct Investments | $858M regulatory AUM (Form ADV, filed 2026-10-30) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/cambient-family-office/ |
| Highview Capital Management, LLC | Multi-family office | Buffalo Grove | Public Equities, Private Equity | $416M regulatory AUM (Form ADV, filed 2026-03-27) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/highview-capital-management/ |
| Matter Family Office | Multi-family office | St. Louis | Public Equities, Private Funds | $3.8B regulatory AUM (Form ADV, filed 2026-07-21) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/matter-family-office/ |
| Moment Private Wealth | Multi-family office | St. Louis | Public Equities, Venture Capital and Startups, Direct Investments | $357M regulatory AUM (Form ADV, filed 2026-08-18) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/moment-private-wealth/ |
| Tallwoods Partners, LLC | Multi-family office | Chicago | Public Equities, Private Funds, Direct Investments | $569M regulatory AUM (Form ADV, filed 2026-03-31) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/tallwoods-partners/ |
| Weinberg Capital Group | Single family office | Pepper Pike | Private Equity, Consumer, B2B, Manufacturing |  | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/weinberg-capital-group/ |
| Aaron Wealth Advisors | Multi-family office | Chicago | Public Equities, Private Funds, Fixed Income | $4.3B regulatory AUM (Form ADV, filed 2026-10-01) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/aaron-wealth-advisors/ |
| Breakthru Advisory Services, LLC | Multi-family office | Muskego | Public Equities, Fixed Income | $126M regulatory AUM (Form ADV, filed 2026-10-05) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/breakthru-advisory-services/ |
| CM Wealth Advisors LLC | Multi-family office | Beachwood | Private Funds, Private Equity, Venture Capital and Startups, Real Estate | $3.6B regulatory AUM (Form ADV, filed 2026-03-24) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/cm-wealth-advisors/ |
| G2 Capital Management, LLC | Multi-family office | Columbus | Public Equities, Real Estate | $757M regulatory AUM (Form ADV, filed 2026-03-27) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/g2-capital-management/ |
| Iron Financial LLC | Multi-family office | Northbrook | Public Equities, Fixed Income, Private Equity, Real Estate | $489M regulatory AUM (Form ADV, filed 2026-07-01) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/iron-financial/ |
| Legacy Bridge Private Family Offices | Multi-family office | West Des Moines | Public Equities, Fixed Income | $426M regulatory AUM (Form ADV, filed 2026-03-18) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/legacy-bridge-private-family-offices/ |
| Okabena Investment Services Inc | Multi-family office | Minneapolis | Public Equities, Private Funds, Hedge Funds | $2.1B regulatory AUM (Form ADV, filed 2026-03-27) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/okabena-investment-services/ |
| PACK Private Wealth, LLC | Multi-family office | Wayzata | Private Equity, Real Estate, Infrastructure | $241M 13F holdings (Q2 2026) | SEC filing | 2026-11-05 | https://familyofficeroster.com/family-offices/pack-private-wealth/ |
| Stenger Family Office, LLC | Multi-family office | Naperville | Public Equities, Fixed Income | $735M regulatory AUM (Form ADV, filed 2026-07-21) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/stenger-family-office/ |
| Storyone Family Office | Multi-family office | Overland Park | Public Equities | $259M regulatory AUM (Form ADV, filed 2026-04-28) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/storyone-family-office/ |
| Strategic Wealth Partners, Ltd. | Multi-family office | Independence | Public Equities | $1.6B regulatory AUM (Form ADV, filed 2026-03-29) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/strategic-wealth-partners/ |
| Vantage Investment Partners, LLC | Single family office | Kansas City | Public Equities | $1.7B 13F holdings (Q3 2026) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/vantage-investment-partners/ |
| BMO Family Office, LLC | Multi-family office | Chicago | Public Equities, Private Funds, Private Equity, Real Estate | $10.0B regulatory AUM (Form ADV, filed 2026-01-28) | SEC filing | 2026-11-04 | https://familyofficeroster.com/family-offices/bmo-family-office/ |
| Dauntless Investment Group, LLC | Single family office | Milford | Public Equities, Healthcare | $127M 13F holdings (Q2 2026) | SEC filing | 2026-11-04 | https://familyofficeroster.com/family-offices/dauntless-investment-group-llc/ |
| Ferrell Capital | Single family office | Leawood | Real Estate, Private Equity |  | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/ferrell-capital/ |
| HC Private Investments | Single family office | Chicago | Private Equity, Direct Investments |  | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/hc-private-investments/ |
| Jeffrey Management Co | Single family office | Columbus | Public Equities, Fixed Income |  | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/jeffrey-management-co/ |

Other offices on this list (name, type, city):
- Kopp Family Office, LLC, Single family office, Minnetonka
- Port Capital LLC, Multi-family office, Chicago
- ROCK Family Office, Single family office, Detroit
- Standard Family Office, LLC, Multi-family office, Sioux Falls
- Wasson Enterprises, Single family office, Chicago
- Elmcore Group, Single family office, Chicago
- Kaulig Companies, Single family office, Hudson
- Lechwe Holdings LLC, Single family office, Evansville
- Matthew Pritzker Company LLC, Single family office, Chicago
- Wealth Dimensions Family Office, Inc, Multi-family office, Cincinnati
- Wellspring Family Office, Multi-family office, Cleveland
- Kadens Family Holdings, Single family office, Chicago
- Levy Family Partners, Single family office, Chicago
- Wicklow Capital, Single family office, Chicago
- Ford Estates, Single family office, Detroit
- Pritzker Organization, Single family office, Chicago
- RDV Corporation, Single family office, Grand Rapids
- UPG Enterprises LLC, Single family office, Oak Brook
- Waycrosse, Inc., Single family office, Minneapolis

You are seeing every office name, with full detail on 25 of 44. The file adds the detail for the other 19, 73 named decision-makers and 8 office emails.

Get all 44 offices and 73 named contacts, $149, one-time: https://familyofficeroster.com/buy/list/family-offices-in-the-midwest
This page: https://familyofficeroster.com/lists/family-offices-in-the-midwest/

## Method and limits
- Source: 43 of the 44 rows come from an SEC filing (Form ADV or 13F); the rest from the office's own website or a company register. 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 Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota and Wisconsin. 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 44 rows: focus 36, website 31, disclosed assets 26. In the paid file: named decision-makers on 29 rows, office email on 8, LinkedIn page on 7.

## Questions
### How many family offices in the Midwest are there?
We list 44 as of November 2026: 21 single family offices and 23 multi-family offices.

### Which cities have the most family offices in the Midwest?
Chicago (13), Cleveland (2) and St. Louis (2). 17 offices on this list are in other cities or give no city.

### Do family offices in the Midwest invest in startups?
6 of the 44 name venture capital or startups as a focus. The most common focus tags on this list are Public Equities (26), Real Estate (12) and Direct Investments (12). 8 offices state no focus.

### How many family offices in the Midwest are single family offices and how many are multi-family offices?
21 single and 23 multi-family. A single family office manages one family's wealth: Weinberg Capital Group is one on this list. A multi-family office serves several families, often as a regulated adviser: Altman Advisors is one.

### How do I contact family offices in the Midwest?
29 of the 44 offices name at least one decision-maker in a public source and 8 publish an office email; Matter Family Office names the most people (5). The file holds all 73 names with their roles. We list addresses the office publishes itself, never personal emails.

### Where does the data on family offices in the Midwest come from?
43 of the 44 offices come from an SEC filing (Form ADV or 13F) and 1 from the office's own website or a company register. Each row shows its source label and the date we checked it. The row checked most recently is Altman Advisors, on 10 Nov 2026.