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Updated November 2026

90 US family offices that invest in direct deals in private companies

We list 90 US family offices that invest in direct deals in private companies as of November 2026: 61 single family offices and 29 multi-family offices, 87 sourced from an SEC filing and 3 from the office's own site or a company register, last checked on 10 Nov 2026. New York (11), Dallas (5) and Chicago (4) hold the most offices on this list.

90family offices

61 / 29single / multi-family

27with startups or venture as a stated focus

114named decision-makers on file

US family offices that invest in direct deals in private companies ranked 11 to 20 by disclosed assets

The 10 highest-ranked offices on this list are the same 10 as on our list of family offices that invest in direct deals in private companies (143), where they are shown with the ranking rule. Below are the next 10 on this list by the same rule: the assets an office discloses in a Form ADV or 13F filing, largest first. Offices that do not disclose are not ranked.

Cambient Family Office, LLC
Type: Multi-family office · Location: Ada, Michigan, United States · Focus: Public Equities, Venture Capital and Startups, Real Estate, Direct Investments · Disclosed assets: $858M regulatory AUM (Form ADV, filed 2026-10-30) · Source: SEC filing
Cambient Family Office, LLC discloses $858M regulatory AUM (Form ADV, filed 2026-10-30); 4 named decision-makers on file; last checked 10 Nov 2026.
Anchyra Partners LLC
Type: Multi-family office · Location: Atlanta, Georgia, United States · Focus: Public Equities, Fixed Income, Private Equity, Venture Capital and Startups · Disclosed assets: $689M regulatory AUM (Form ADV, filed 2026-03-11) · Source: SEC filing
Anchyra Partners LLC discloses $689M regulatory AUM (Form ADV, filed 2026-03-11); 3 named decision-makers on file; last checked 10 Nov 2026.
Destiny Family Office
Type: Multi-family office · Location: Tavares, Florida, United States · Focus: Public Equities, Private Funds, Direct Investments · Disclosed assets: $605M regulatory AUM (Form ADV, filed 2026-09-16) · Source: SEC filing
Destiny Family Office discloses $605M regulatory AUM (Form ADV, filed 2026-09-16); 3 named decision-makers on file; last checked 10 Nov 2026.
Tallwoods Partners, LLC
Type: Multi-family office · Location: Chicago, Illinois, United States · Focus: Public Equities, Private Funds, Direct Investments · Disclosed assets: $569M regulatory AUM (Form ADV, filed 2026-03-31) · Source: SEC filing
Tallwoods Partners, LLC discloses $569M regulatory AUM (Form ADV, filed 2026-03-31); 1 named decision-maker on file; last checked 10 Nov 2026.
Iron Financial LLC
Type: Multi-family office · Location: Northbrook, Illinois, United States · Focus: Public Equities, Fixed Income, Private Equity, Real Estate · Disclosed assets: $489M regulatory AUM (Form ADV, filed 2026-07-01) · Source: SEC filing
Iron Financial LLC discloses $489M regulatory AUM (Form ADV, filed 2026-07-01); 1 named decision-maker on file; last checked 10 Nov 2026.
Clearwell Group
Type: Multi-family office · Location: Tampa, Florida, United States · Focus: Public Equities, Private Equity, Real Estate, Direct Investments · Disclosed assets: $414M regulatory AUM (Form ADV, filed 2026-04-01) · Source: SEC filing
Clearwell Group discloses $414M regulatory AUM (Form ADV, filed 2026-04-01); 3 named decision-makers on file; last checked 10 Nov 2026.
Papamarkou Wellner Perkin Advisors
Type: Multi-family office · Location: New York, New York, United States · Focus: Public Equities, Private Equity, Hedge Funds, Direct Investments · Disclosed assets: $358M regulatory AUM (Form ADV, filed 2026-03-31) · Source: SEC filing
Papamarkou Wellner Perkin Advisors discloses $358M regulatory AUM (Form ADV, filed 2026-03-31); 5 named decision-makers on file; last checked 10 Nov 2026.
Moment Private Wealth
Type: Multi-family office · Location: St. Louis, Missouri, United States · Focus: Public Equities, Venture Capital and Startups, Direct Investments · Disclosed assets: $357M regulatory AUM (Form ADV, filed 2026-08-18) · Source: SEC filing
Moment Private Wealth discloses $357M regulatory AUM (Form ADV, filed 2026-08-18); 2 named decision-makers on file; last checked 10 Nov 2026.
Pointone Family Office
Type: Multi-family office · Location: Manhattan Beach, California, United States · Focus: Public Equities, Private Equity, Private Funds, Fixed Income · Disclosed assets: $327M regulatory AUM (Form ADV, filed 2026-04-10) · Source: SEC filing
Pointone Family Office discloses $327M regulatory AUM (Form ADV, filed 2026-04-10); 1 named decision-maker on file; last checked 10 Nov 2026.
Parkview US LLC
Type: Multi-family office · Location: New York, New York, United States · Focus: Public Equities, Fixed Income, Direct Investments · Disclosed assets: $312M regulatory AUM (Form ADV, filed 2026-07-16) · Source: SEC filing
Parkview US LLC discloses $312M regulatory AUM (Form ADV, filed 2026-07-16); 1 named decision-maker on file; last checked 10 Nov 2026.

All 90 US family offices that invest in direct deals in private companies: full detail on the first 25

Family office	Type	City	Focus	Disclosed assets	Source	Checked	Contacts
DFO Management	Single family office	New York	Public Equities, Private Equity, Private Credit, Real Estate	$102M 13F holdings (Q2 2026)	SEC filing	10 Nov 2026	5 names, office email · Unlock
Anderson Growth Partners, LLC	Multi-family office	Charleston	Private Equity, Hedge Funds, Real Estate, Direct Investments	$1.0B regulatory AUM (Form ADV, filed 2026-03-26)	SEC filing	10 Nov 2026	4 names, office email · Unlock
Bayshore Capital	Multi-family office	Tampa	Public Equities, Private Equity, Private Funds, Hedge Funds	$879M regulatory AUM (Form ADV, filed 2026-06-26)	SEC filing	10 Nov 2026	3 names · Unlock
BRM Holdings	Single family office	New York	Healthcare, Private Funds, Public Equities, Direct Investments		SEC filing	10 Nov 2026	office email · Unlock
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	10 Nov 2026	4 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
Clearwell Group	Multi-family office	Tampa	Public Equities, Private Equity, Real Estate, Direct Investments	$414M regulatory AUM (Form ADV, filed 2026-04-01)	SEC filing	10 Nov 2026	3 names · 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
Five Eleven Partners	Single family office	Garden City	Public Equities, Private Funds, Direct Investments	$163M regulatory AUM (Form ADV, filed 2026-07-07)	SEC filing	10 Nov 2026	4 names, office email · Unlock
Legacy Knight MFO, LLC	Multi-family office	Dallas	Public Equities, Private Equity, Real Estate, Direct Investments	$2.8B regulatory AUM (Form ADV, filed 2026-05-14)	SEC filing	10 Nov 2026	2 names · Unlock
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	10 Nov 2026	2 names, office email · Unlock
Nolet Wealth Management, LLC	Multi-family office	Fort Worth	Public Equities, Private Funds, Direct Investments	$273M regulatory AUM (Form ADV, filed 2026-01-27)	SEC filing	10 Nov 2026	1 name, office email · Unlock
Nuclo Wealth	Multi-family office	Houston	Public Equities, Private Equity, Fixed Income, Private Credit	$294M regulatory AUM (Form ADV, filed 2026-03-27)	SEC filing	10 Nov 2026	3 names, office email · Unlock
Proficio Capital Partners LLC	Multi-family office	Newton	Public Equities, Private Funds, Fixed Income, Real Estate	$8.2B regulatory AUM (Form ADV, filed 2026-09-01)	SEC filing	10 Nov 2026	5 names · Unlock
Tallwoods Partners, LLC	Multi-family office	Chicago	Public Equities, Private Funds, Direct Investments	$569M regulatory AUM (Form ADV, filed 2026-03-31)	SEC filing	10 Nov 2026	1 name, office email · Unlock
Twin Focus Capital Partners, LLC	Multi-family office	Boston	Public Equities, Private Funds, Real Estate, Direct Investments	$4.6B regulatory AUM (Form ADV, filed 2026-04-30)	SEC filing	10 Nov 2026	5 names, office email · Unlock
Weinberg Capital Group	Single family office	Pepper Pike	Private Equity, Consumer, B2B, Manufacturing		SEC filing	10 Nov 2026	3 names · Unlock
WPA Family Office, LLC	Multi-family office	Dallas	Public Equities, Private Funds, Fixed Income, Direct Investments	$175M regulatory AUM (Form ADV, filed 2026-09-18)	SEC filing	10 Nov 2026	2 names, office email · Unlock
Amor Maximus	Single family office	Las Vegas	Real Estate, Technology, Public Equities, Fixed Income		SEC filing	10 Nov 2026	1 name · Unlock
Anchyra Partners LLC	Multi-family office	Atlanta	Public Equities, Fixed Income, Private Equity, Venture Capital and Startups	$689M regulatory AUM (Form ADV, filed 2026-03-11)	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
Certuity, LLC	Multi-family office	North Palm Beach	Public Equities, Private Equity, Private Funds, Fixed Income	$3.3B regulatory AUM (Form ADV, filed 2026-04-30)	SEC filing	10 Nov 2026	1 name · Unlock
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	10 Nov 2026	5 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
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
Destiny Family Office	Multi-family office	Tavares	Focus, assets, source and contacts in the file · Unlock
Highline Group	Single family office	Denver	Focus, assets, source and contacts in the file · Unlock
Iron Financial LLC	Multi-family office	Northbrook	Focus, assets, source and contacts in the file · Unlock
Jokake Companies	Single family office	Phoenix	Focus, assets, source and contacts in the file · Unlock
Ocho	Single family office	Austin	Focus, assets, source and contacts in the file · Unlock
Osbon Capital Management, LLC	Multi-family office	Boston	Focus, assets, source and contacts in the file · Unlock
Papamarkou Wellner Perkin Advisors	Multi-family office	New York	Focus, assets, source and contacts in the file · Unlock
Parkview US LLC	Multi-family office	New York	Focus, assets, source and contacts in the file · Unlock
Pittco Management	Single family office	Memphis	Focus, assets, source and contacts in the file · Unlock
Quadrant Capital Partners, Inc.	Single family office	Dallas	Focus, assets, source and contacts in the file · Unlock
Singh Capital Partners	Multi-family office	Bethesda	Focus, assets, source and contacts in the file · Unlock
Sowell & Co	Single family office	Dallas	Focus, assets, source and contacts in the file · Unlock
Third Security, LLC	Single family office	Radford	Focus, assets, source and contacts in the file · Unlock
TRB Advisors LP	Single family office	New York	Focus, assets, source and contacts in the file · Unlock
Whitford Management LLC	Single family office	New York	Focus, assets, source and contacts in the file · Unlock
Alpha Square Group	Single family office	New York	Focus, assets, source and contacts in the file · Unlock
Carroll Capital LLC	Single family office	Greenwich	Focus, assets, source and contacts in the file · Unlock
Cavalcade Capital	Multi-family office	New York	Focus, assets, source and contacts in the file · Unlock
Cross Tie Capital	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
DBI Next	Single family office	Nashville	Focus, assets, source and contacts in the file · Unlock
Fortistar	Single family office	White Plains	Focus, assets, source and contacts in the file · Unlock
Grand Vista Partners	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
HC Private Investments	Single family office	Chicago	Focus, assets, source and contacts in the file · Unlock
Katla Capital	Multi-family office	Houston	Focus, assets, source and contacts in the file · Unlock
Kensington Capital Holdings	Single family office	Foxboro	Focus, assets, source and contacts in the file · Unlock
Lometa Capital Partners	Multi-family office	Sugar Land	Focus, assets, source and contacts in the file · Unlock
National Financial Companies	Multi-family office	Wellington	Focus, assets, source and contacts in the file · Unlock
Ocean Cliff Partners	Single family office	Delray Beach	Focus, assets, source and contacts in the file · Unlock
Panton Equity Partners	Single family office	Atlanta	Focus, assets, source and contacts in the file · Unlock
Pointone Family Office	Multi-family office	Manhattan Beach	Focus, assets, source and contacts in the file · Unlock
ROCK Family Office	Single family office	Detroit	Focus, assets, source and contacts in the file · Unlock
SagePoint Capital Partners	Multi-family office	Franklin	Focus, assets, source and contacts in the file · Unlock
Stable Road Capital	Single family office	Paia	Focus, assets, source and contacts in the file · Unlock
Tarsadia Investments	Single family office	Newport Beach	Focus, assets, source and contacts in the file · Unlock
Wasson Enterprises	Single family office	Chicago	Focus, assets, source and contacts in the file · Unlock
Willett Advisors	Single family office	New York	Focus, assets, source and contacts in the file · Unlock
Allerand Capital	Single family office	Jupiter	Focus, assets, source and contacts in the file · Unlock
Ascan Investments	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
Blue Haven Initiative	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
Boco Investments	Single family office	Fort Collins	Focus, assets, source and contacts in the file · Unlock
EF Capital Management	Single family office	Wilmington	Focus, assets, source and contacts in the file · Unlock
Elmcore Group	Single family office	Chicago	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
Fremont Group	Single family office	San Francisco	Focus, assets, source and contacts in the file · Unlock
Gwynella Capital	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
Kaulig Companies	Single family office	Hudson	Focus, assets, source and contacts in the file · Unlock
Lechwe Holdings LLC	Single family office	Evansville	Focus, assets, source and contacts in the file · Unlock
Ligo Partners	Single family office	Miami	Focus, assets, source and contacts in the file · Unlock
Malkin Holdings	Single family office	New York	Focus, assets, source and contacts in the file · Unlock
McCombs Enterprises	Single family office	San Antonio	Focus, assets, source and contacts in the file · Unlock
N5B Capital	Single family office	Southlake	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
Schooner Capital LLC	Single family office	Boston	Focus, assets, source and contacts in the file · Unlock
JAWS Estates Capital LLC	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
KCK Group	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
M2AFO	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
Rochon Family Office	Single family office	Dallas	Focus, assets, source and contacts in the file · Unlock
SIAR Capital	Single family office	New York	Focus, assets, source and contacts in the file · Unlock
Woodmont Partners	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
EFO Management	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
Faster Horses	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
L Investments	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
Mays Family Enterprises	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
Taurus Capital Partners LLC	Single family office	United States	Focus, assets, source and contacts in the file · Unlock

You are seeing every office name, with full detail on 25 of 90. The file adds the detail for the other 65, 114 named decision-makers and 16 office emails.

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How these 90 break down

By city

City	On this list	Share
New York	11	12%
Dallas	5	6%
Chicago	4	4%
Boston	3	3%
San Francisco	3	3%
Tampa	2	2%
Los Angeles	2	2%
Houston	2	2%
Atlanta	2	2%

Full lists, each with its own row count: Family offices in Boston (10)Family offices in Los Angeles (20)

By US state

US state	On this list	Share
New York	14	16%
Texas	13	14%
Florida	10	11%
California	9	10%
Massachusetts	5	6%
Illinois	5	6%
Ohio	3	3%
Tennessee	3	3%
Michigan	2	2%
Georgia	2	2%

Full lists, each with its own row count: Family offices in New York (68)Family offices in Texas (45)Family offices in Florida (40)Family offices in California (56)Family offices in Massachusetts (13)Family offices in Chicago and Illinois (17)

By type

Type	On this list	Share
Single family office	61	68%
Multi-family office	29	32%

Method and limits

Source: 87 of the 90 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 that name direct deals in private companies as a focus. US offices only.
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 90 rows: focus 90, website 76, disclosed assets 31. In the paid file: named decision-makers on 48 rows, office email on 16, LinkedIn page on 12.
Corrections: Email hello@familyofficeroster.com or use the update form. We act within 5 working days.

How we verify

Questions

How many US family offices that invest in direct deals in private companies are there?

We list 90 as of November 2026: 61 single family offices and 29 multi-family offices that name direct deals in private companies as a focus on their own site or in a filing.

How do I contact US family offices that invest in direct deals in private companies?

48 of the 90 offices name at least one decision-maker in a public source and 16 publish an office email; DFO Management names the most people (5). The file holds all 114 names with their roles. We list addresses the office publishes itself, never personal emails.

How many US family offices that invest in direct deals in private companies are single family offices and how many are multi-family offices?

61 single and 29 multi-family. A single family office manages one family's wealth: DFO Management is one on this list. A multi-family office serves several families, often as a regulated adviser: Anderson Growth Partners, LLC is one.

Where does the data on US family offices that invest in direct deals in private companies come from?

87 of the 90 offices come from an SEC filing (Form ADV or 13F) and 3 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 DFO Management, on 10 Nov 2026.

Broader lists

Family offices that invest in direct deals in private companies (143)Family offices in the United States (481)

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