143 family offices that invest in direct deals in private companies
We list 143 family offices that invest in direct deals in private companies as of November 2026: 104 single family offices and 39 multi-family offices, 87 sourced from an SEC filing and 56 from the office's own site or a company register, last checked on 10 Nov 2026. London (25), New York (11) and Dubai (6) hold the most offices on this list.
Top 10 family offices that invest in direct deals in private companies, ranked by disclosed assets
The rule: the assets an office discloses in a Form ADV or 13F filing, largest first. 31 of the 143 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.
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.
Proficio Capital Partners LLC
Type: Multi-family office · Location: Newton, Massachusetts, United States · Focus: Public Equities, Private Funds, Fixed Income, Real Estate · Disclosed assets: $8.2B regulatory AUM (Form ADV, filed 2026-09-01) · Source: SEC filing
Proficio Capital Partners LLC discloses $8.2B regulatory AUM (Form ADV, filed 2026-09-01); 5 named decision-makers on file; last checked 10 Nov 2026.
Twin Focus Capital Partners, LLC
Type: Multi-family office · Location: Boston, Massachusetts, United States · Focus: Public Equities, Private Funds, Real Estate, Direct Investments · Disclosed assets: $4.6B regulatory AUM (Form ADV, filed 2026-04-30) · Source: SEC filing
Twin Focus Capital Partners, LLC discloses $4.6B regulatory AUM (Form ADV, filed 2026-04-30); 5 named decision-makers on file; last checked 10 Nov 2026.
CFT Capital Management, LLC
Type: Single family office · Location: Los Angeles, California, United States · Focus: Private Funds, Private Equity, Direct Investments, Real Estate · Disclosed assets: $3.7B regulatory AUM (Form ADV, filed 2026-08-04) · Source: SEC filing
CFT Capital Management, LLC discloses $3.7B regulatory AUM (Form ADV, filed 2026-08-04); 3 named decision-makers on file; last checked 10 Nov 2026.
CM Wealth Advisors LLC
Type: Multi-family office · Location: Beachwood, Ohio, United States · Focus: Private Funds, Private Equity, Venture Capital and Startups, Real Estate · Disclosed assets: $3.6B regulatory AUM (Form ADV, filed 2026-03-24) · Source: SEC filing
CM Wealth Advisors LLC discloses $3.6B regulatory AUM (Form ADV, filed 2026-03-24); 5 named decision-makers on file; last checked 10 Nov 2026.
Certuity, LLC
Type: Multi-family office · Location: North Palm Beach, Florida, United States · Focus: Public Equities, Private Equity, Private Funds, Fixed Income · Disclosed assets: $3.3B regulatory AUM (Form ADV, filed 2026-04-30) · Source: SEC filing
Certuity, LLC discloses $3.3B regulatory AUM (Form ADV, filed 2026-04-30); 1 named decision-maker on file; last checked 10 Nov 2026.
Legacy Knight MFO, LLC
Type: Multi-family office · Location: Dallas, Texas, United States · Focus: Public Equities, Private Equity, Real Estate, Direct Investments · Disclosed assets: $2.8B regulatory AUM (Form ADV, filed 2026-05-14) · Source: SEC filing
Legacy Knight MFO, LLC discloses $2.8B regulatory AUM (Form ADV, filed 2026-05-14); 2 named decision-makers on file; last checked 10 Nov 2026.
Anderson Growth Partners, LLC
Type: Multi-family office · Location: Charleston, South Carolina, United States · Focus: Private Equity, Hedge Funds, Real Estate, Direct Investments · Disclosed assets: $1.0B regulatory AUM (Form ADV, filed 2026-03-26) · Source: SEC filing
Anderson Growth Partners, LLC discloses $1.0B regulatory AUM (Form ADV, filed 2026-03-26); 4 named decision-makers on file; last checked 10 Nov 2026.
SagePoint Capital Partners
Type: Multi-family office · Location: Franklin, Tennessee, United States · Focus: Direct Investments · Disclosed assets: $888M regulatory AUM (Form ADV, filed 07/24/2026) · Source: SEC filing
SagePoint Capital Partners discloses $888M regulatory AUM (Form ADV, filed 07/24/2026); last checked 10 Nov 2026.
Bayshore Capital
Type: Multi-family office · Location: Tampa, Florida, United States · Focus: Public Equities, Private Equity, Private Funds, Hedge Funds · Disclosed assets: $879M regulatory AUM (Form ADV, filed 2026-06-26) · Source: SEC filing
Bayshore Capital discloses $879M regulatory AUM (Form ADV, filed 2026-06-26); 3 named decision-makers on file; last checked 10 Nov 2026.
All 143 family offices that invest in direct deals in private companies: full detail on the first 25
You are seeing every office name, with full detail on 25 of 143. The file adds the detail for the other 118, 219 named decision-makers and 49 office emails.
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How these 143 break down
By city
| City | On this list | Share |
|---|---|---|
| London | 25 | 17% |
| New York | 11 | 8% |
| Dubai | 6 | 4% |
| Dallas | 5 | 3% |
| Riyadh | 5 | 3% |
| Chicago | 4 | 3% |
| Manama | 3 | 2% |
| Edinburgh | 3 | 2% |
| Boston | 3 | 2% |
| San Francisco | 3 | 2% |
Full lists, each with its own row count: Family offices in London (90)Family offices in Dubai and the UAE (65)Family offices in Boston (10)
By US state
| US state | On this list | Share |
|---|---|---|
| New York | 14 | 10% |
| Texas | 13 | 9% |
| Florida | 10 | 7% |
| California | 9 | 6% |
| Massachusetts | 5 | 3% |
| Illinois | 5 | 3% |
| Ohio | 3 | 2% |
| Tennessee | 3 | 2% |
| Michigan | 2 | 1% |
| Georgia | 2 | 1% |
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 region
| Region | On this list | Share |
|---|---|---|
| United States | 90 | 63% |
| United Kingdom | 35 | 24% |
| Gulf | 17 | 12% |
Full lists, each with its own row count: Family offices in the United States (481)Family offices in the United Kingdom (157)Family offices in the Gulf (85)
By type
| Type | On this list | Share |
|---|---|---|
| Single family office | 104 | 73% |
| Multi-family office | 39 | 27% |
Method and limits
- Source
- 87 of the 143 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.
- 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 143 rows: focus 143, website 129, disclosed assets 31. In the paid file: named decision-makers on 82 rows, office email on 49, LinkedIn page on 30.
- Corrections
- Email hello@familyofficeroster.com or use the update form. We act within 5 working days.
Questions
How many family offices that invest in direct deals in private companies are there?
We list 143 as of November 2026: 104 single family offices and 39 multi-family offices that name direct deals in private companies as a focus on their own site or in a filing.
Where are family offices that invest in direct deals in private companies based?
On this list: United States (90), United Kingdom (35) and Gulf (17). The most common cities are London (25), New York (11) and Dubai (6).
How do I contact family offices that invest in direct deals in private companies?
82 of the 143 offices name at least one decision-maker in a public source and 49 publish an office email; DFO Management names the most people (5). The file holds all 219 names with their roles. We list addresses the office publishes itself, never personal emails.
How many family offices that invest in direct deals in private companies are single family offices and how many are multi-family offices?
104 single and 39 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 family offices that invest in direct deals in private companies come from?
87 of the 143 offices come from an SEC filing (Form ADV or 13F) and 56 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.
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