--- title: "90 US Family Offices that Invest in Direct Deals in Private Companies" last_updated: "2026-11-10" rows: "90" free_rows: "25" source: "SEC Form D filings and our own research" canonical: "https://familyofficeroster.com/lists/family-offices-that-invest-in-direct-investments-us/" --- # 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. - 90 family offices - 61 / 29 single / multi-family - 27 with startups or venture as a stated focus - 114 named decision-makers on file ## 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 | Profile | |---|---|---|---|---|---|---|---| | DFO Management | Single family office | New York | Public Equities, Private Equity, Private Credit, Real Estate | $102M 13F holdings (Q2 2026) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/dfo-management/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/anderson-growth-partners/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/bayshore-capital/ | | BRM Holdings | Single family office | New York | Healthcare, Private Funds, Public Equities, Direct Investments | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/brm-holdings/ | | 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/ | | 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/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/clearwell-group/ | | Di Rezze Family Office | Single family office | Sunny Isles Beach | Direct Investments, Spacs, Private Equity | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/di-rezze-family-office/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/five-eleven-partners/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/legacy-knight-mfo/ | | 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/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/nolet-wealth-management/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/nuclo-wealth/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/proficio-capital-partners/ | | 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/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/twin-focus-capital-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/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/wpa-family-office/ | | Amor Maximus | Single family office | Las Vegas | Real Estate, Technology, Public Equities, Fixed Income | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/amor-maximus/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/anchyra-partners/ | | 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/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/certuity/ | | 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/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/cv-advisors/ | | 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/ | Other offices on this list (name, type, city): - Destiny Family Office, Multi-family office, Tavares - Highline Group, Single family office, Denver - Iron Financial LLC, Multi-family office, Northbrook - Jokake Companies, Single family office, Phoenix - Ocho, Single family office, Austin - Osbon Capital Management, LLC, Multi-family office, Boston - Papamarkou Wellner Perkin Advisors, Multi-family office, New York - Parkview US LLC, Multi-family office, New York - Pittco Management, Single family office, Memphis - Quadrant Capital Partners, Inc., Single family office, Dallas - Singh Capital Partners, Multi-family office, Bethesda - Sowell & Co, Single family office, Dallas - Third Security, LLC, Single family office, Radford - TRB Advisors LP, Single family office, New York - Whitford Management LLC, Single family office, New York - Alpha Square Group, Single family office, New York - Carroll Capital LLC, Single family office, Greenwich - Cavalcade Capital, Multi-family office, New York - Cross Tie Capital, Single family office, United States - DBI Next, Single family office, Nashville - Fortistar, Single family office, White Plains - Grand Vista Partners, Single family office, United States - HC Private Investments, Single family office, Chicago - Katla Capital, Multi-family office, Houston - Kensington Capital Holdings, Single family office, Foxboro - Lometa Capital Partners, Multi-family office, Sugar Land - National Financial Companies, Multi-family office, Wellington - Ocean Cliff Partners, Single family office, Delray Beach - Panton Equity Partners, Single family office, Atlanta - Pointone Family Office, Multi-family office, Manhattan Beach - ROCK Family Office, Single family office, Detroit - SagePoint Capital Partners, Multi-family office, Franklin - Stable Road Capital, Single family office, Paia - Tarsadia Investments, Single family office, Newport Beach - Wasson Enterprises, Single family office, Chicago - Willett Advisors, Single family office, New York - Allerand Capital, Single family office, Jupiter - Ascan Investments, Single family office, United States - Blue Haven Initiative, Single family office, United States - Boco Investments, Single family office, Fort Collins - EF Capital Management, Single family office, Wilmington - Elmcore Group, Single family office, Chicago - ERAS Holdings, Single family office, San Francisco - Fremont Group, Single family office, San Francisco - Gwynella Capital, Single family office, United States - Kaulig Companies, Single family office, Hudson - Lechwe Holdings LLC, Single family office, Evansville - Ligo Partners, Single family office, Miami - Malkin Holdings, Single family office, New York - McCombs Enterprises, Single family office, San Antonio - N5B Capital, Single family office, Southlake - S-Cubed Capital, Single family office, Menlo Park - Sansome Partners, Single family office, San Francisco - Schooner Capital LLC, Single family office, Boston - JAWS Estates Capital LLC, Single family office, United States - KCK Group, Single family office, United States - M2AFO, Single family office, United States - Rochon Family Office, Single family office, Dallas - SIAR Capital, Single family office, New York - Woodmont Partners, Single family office, United States - EFO Management, Single family office, United States - Faster Horses, Single family office, United States - L Investments, Single family office, United States - Mays Family Enterprises, Single family office, United States - Taurus Capital Partners LLC, Single family office, United States 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. Get all 90 offices and 114 named contacts, $149, one-time: https://familyofficeroster.com/buy/list/family-offices-that-invest-in-direct-investments-us This page: https://familyofficeroster.com/lists/family-offices-that-invest-in-direct-investments-us/ ## 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. - 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. ## 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.