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Updated November 2026

93 family offices that invest in fixed income

We list 93 family offices that invest in fixed income as of November 2026: 15 single family offices and 78 multi-family offices, 82 sourced from an SEC filing and 11 from the office's own site or a company register, last checked on 10 Nov 2026. Miami (7), Dubai (6) and New York (6) hold the most offices on this list. Our list of US family offices that invest in fixed income (83) shares 83 of its offices with this one, so it is folded into this page.

93family offices

15 / 78single / multi-family

20with startups or venture as a stated focus

221named decision-makers on file

Top 10 family offices that invest in fixed income, ranked by disclosed assets

The rule: the assets an office discloses in a Form ADV or 13F filing, largest first. 77 of the 93 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.

Pathstone
Type: Multi-family office · Location: Englewood, New Jersey, United States · Focus: Public Equities, Private Funds, Fixed Income, Private Equity · Disclosed assets: $110.3B regulatory AUM (Form ADV, filed 2026-03-31) · Source: SEC filing
Pathstone discloses $110.3B regulatory AUM (Form ADV, filed 2026-03-31); 5 named decision-makers on file; last checked 10 Nov 2026.
Offit Capital
Type: Multi-family office · Location: New York, New York, United States · Focus: Public Equities, Private Funds, Fixed Income, Private Equity · Disclosed assets: $20.6B regulatory AUM (Form ADV, filed 2026-08-19) · Source: SEC filing
Offit Capital discloses $20.6B regulatory AUM (Form ADV, filed 2026-08-19); 5 named decision-makers on file; last checked 10 Nov 2026.
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.
Callan Family Office, LLC
Type: Multi-family office · Location: Radnor, Pennsylvania, United States · Focus: Public Equities, Fixed Income, Private Funds · Disclosed assets: $10.2B regulatory AUM (Form ADV, filed 2026-03-30) · Source: SEC filing
Callan Family Office, LLC discloses $10.2B regulatory AUM (Form ADV, filed 2026-03-30); 2 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.
True North Advisors, LLC
Type: Multi-family office · Location: Dallas, Texas, United States · Focus: Public Equities, Real Estate, Venture Capital and Startups, Hedge Funds · Disclosed assets: $5.4B regulatory AUM (Form ADV, filed 2026-10-30) · Source: SEC filing
True North Advisors, LLC discloses $5.4B regulatory AUM (Form ADV, filed 2026-10-30); 5 named decision-makers on file; last checked 10 Nov 2026.
Aaron Wealth Advisors
Type: Multi-family office · Location: Chicago, Illinois, United States · Focus: Public Equities, Private Funds, Fixed Income · Disclosed assets: $4.3B regulatory AUM (Form ADV, filed 2026-10-01) · Source: SEC filing
Aaron Wealth Advisors discloses $4.3B regulatory AUM (Form ADV, filed 2026-10-01); 3 named decision-makers on file; last checked 10 Nov 2026.
BT Family Office, LLC
Type: Multi-family office · Location: Atlanta, Georgia, United States · Focus: Public Equities, Fixed Income · Disclosed assets: $4.0B regulatory AUM (Form ADV, filed 2026-03-19) · Source: SEC filing
BT Family Office, LLC discloses $4.0B regulatory AUM (Form ADV, filed 2026-03-19); 1 named decision-maker 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.

All 93 family offices that invest in fixed income: full detail on the first 25

Family office	Type	City	Focus	Disclosed assets	Source	Checked	Contacts
AG Asset Advisory, LLC	Multi-family office	Los Angeles	Public Equities, Fixed Income	$440M regulatory AUM (Form ADV, filed 2026-03-05)	SEC filing	10 Nov 2026	2 names, office email · Unlock
Aletheian Wealth Advisors LLC	Multi-family office	Bellevue	Public Equities, Private Funds, Fixed Income	$413M regulatory AUM (Form ADV, filed 2026-02-05)	SEC filing	10 Nov 2026	4 names, office email · Unlock
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
Altman Advisors	Multi-family office	Chicago	Public Equities, Private Equity, Fixed Income	$483M regulatory AUM (Form ADV, filed 2026-10-23)	SEC filing	10 Nov 2026	1 name, office email · Unlock
Ariadne Wealth Management, LP	Multi-family office	Santa Barbara	Public Equities, Private Funds, Private Equity, Real Estate	$627M regulatory AUM (Form ADV, filed 2026-03-27)	SEC filing	10 Nov 2026	3 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
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
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
Compound Family Offices, LLC	Multi-family office	Sarasota	Public Equities, Private Funds, Fixed Income	$541M regulatory AUM (Form ADV, filed 2026-04-23)	SEC filing	10 Nov 2026	3 names, office email · Unlock
CWA Asset Management Group	Multi-family office	Naples	Public Equities, Fixed Income	$3.4B 13F holdings (Q3 2026)	SEC filing	10 Nov 2026	1 name, office email · Unlock
DAMAC Capital (Sajwani Family Office)	Single family office	Dubai	Venture Capital and Startups, Private Equity, Public Equities, Private Credit		Own site	10 Nov 2026	4 names, office email · Unlock
Halcyon Global Advisors	Multi-family office	Dallas	Public Equities, Fixed Income	$221M regulatory AUM (Form ADV, filed 2026-03-12)	SEC filing	10 Nov 2026	1 name, office email · Unlock
Malco Capital (Mostafa Bin Abdullatif Investments)	Single family office	Dubai	Public Equities, Private Credit, Private Equity, Venture Capital and Startups		Own site	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
Muse Capital Management LLC	Multi-family office	Santa Monica	Public Equities, Private Funds, Fixed Income, Real Estate	$107M regulatory AUM (Form ADV, filed 2026-07-29)	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
Pulliam Family Office, LLC	Multi-family office	Crested Butte	Fixed Income	$142M regulatory AUM (Form ADV, filed 2026-05-05)	SEC filing	10 Nov 2026	1 name, office email · Unlock
Solidarity Wealth, LLC	Multi-family office	Lehi	Public Equities, Private Funds, Fixed Income	$704M regulatory AUM (Form ADV, filed 2026-08-06)	SEC filing	10 Nov 2026	1 name, office email · Unlock
Tareem Enterprises For Investment	Single family office	Riyadh	Public Equities, Private Equity, Venture Capital and Startups, Real assets		Own site	10 Nov 2026	1 name, office email · 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
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	10 Nov 2026	3 names · Unlock
Abernathy Group II LLC	Multi-family office	New York	Public Equities, Private Funds, Fixed Income, Hedge Funds	$80M regulatory AUM (Form ADV, filed 2026-03-04)	SEC filing	10 Nov 2026	2 names · Unlock
Activ8 Family Office LLC	Multi-family office	Mclean	Public Equities, Fixed Income	$1.5B regulatory AUM (Form ADV, filed 2026-08-03)	SEC filing	10 Nov 2026	2 names · Unlock
Almulla Capital	Single family office	Dubai	Public Equities, Fixed Income, Alternatives		Own site	10 Nov 2026	4 names, office email · Unlock
American Wealth Advisors, LLC	Multi-family office	Johns Creek	Focus, assets, source and contacts in the file · Unlock
Amor Maximus	Single family office	Las Vegas	Focus, assets, source and contacts in the file · Unlock
Anchyra Partners LLC	Multi-family office	Atlanta	Focus, assets, source and contacts in the file · Unlock
Boston Family Office LLC	Multi-family office	Boston	Focus, assets, source and contacts in the file · Unlock
Brainvest Wealth Management LLC	Multi-family office	Miami	Focus, assets, source and contacts in the file · Unlock
Breakthru Advisory Services, LLC	Multi-family office	Muskego	Focus, assets, source and contacts in the file · Unlock
BT Family Office, LLC	Multi-family office	Atlanta	Focus, assets, source and contacts in the file · Unlock
Callan Family Office, LLC	Multi-family office	Radnor	Focus, assets, source and contacts in the file · Unlock
Certuity, LLC	Multi-family office	North Palm Beach	Focus, assets, source and contacts in the file · Unlock
Chronos Capital Advisors LLC	Multi-family office	Miami	Focus, assets, source and contacts in the file · Unlock
Class VI Family Office, LLC	Multi-family office	Denver	Focus, assets, source and contacts in the file · Unlock
CM Wealth Advisors LLC	Multi-family office	Beachwood	Focus, assets, source and contacts in the file · Unlock
Colony Family Offices, LLC	Multi-family office	Charlotte	Focus, assets, source and contacts in the file · Unlock
Corps Capital Advisors, LLC	Multi-family office	Southlake	Focus, assets, source and contacts in the file · Unlock
Curated Wealth Partners, LLC	Multi-family office	El Segundo	Focus, assets, source and contacts in the file · Unlock
CV Advisors LLC	Multi-family office	Aventura	Focus, assets, source and contacts in the file · Unlock
Eagle Bay Family Office	Multi-family office	New York	Focus, assets, source and contacts in the file · Unlock
Element Pointe Family Office	Multi-family office	Miami	Focus, assets, source and contacts in the file · Unlock
Evertern Wealth, LLC	Multi-family office	Naples	Focus, assets, source and contacts in the file · Unlock
Exponent Wealth LLC	Multi-family office	Orem	Focus, assets, source and contacts in the file · Unlock
Faith Investor Services	Multi-family office	Scottsdale	Focus, assets, source and contacts in the file · Unlock
Fiduciary Family Office, LLC	Multi-family office	Boca Raton	Focus, assets, source and contacts in the file · Unlock
Founders Family Office	Multi-family office	Miami	Focus, assets, source and contacts in the file · Unlock
Heritage Family Offices, LLP	Multi-family office	Scottsdale	Focus, assets, source and contacts in the file · Unlock
Hudson Capital Advisory, Inc.	Multi-family office	Buffalo	Focus, assets, source and contacts in the file · Unlock
Independent Family Office, LLC	Multi-family office	Albany	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
Legacy Bridge Private Family Offices	Multi-family office	West Des Moines	Focus, assets, source and contacts in the file · Unlock
Longwall Family Office	Multi-family office	Westport	Focus, assets, source and contacts in the file · Unlock
Lountzis Asset Management, LLC	Multi-family office	Wyomissing	Focus, assets, source and contacts in the file · Unlock
Momentum Capital	Single family office	London	Focus, assets, source and contacts in the file · Unlock
Mountain Hill Investment Partners	Multi-family office	Atlantic Highlands	Focus, assets, source and contacts in the file · Unlock
Murbiha Company	Single family office	Riyadh	Focus, assets, source and contacts in the file · Unlock
Offit Capital	Multi-family office	New York	Focus, assets, source and contacts in the file · Unlock
Optivest, Inc.	Multi-family office	San Juan Capistrano	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
Pathstone	Multi-family office	Englewood	Focus, assets, source and contacts in the file · Unlock
Pioneer Family Office, LLC	Multi-family office	North Miami Beach	Focus, assets, source and contacts in the file · Unlock
Sahara Investment Group	Multi-family office	Las Vegas	Focus, assets, source and contacts in the file · Unlock
Sestante Family Office	Multi-family office	Coronado	Focus, assets, source and contacts in the file · Unlock
Shade Tree Advisors LLC	Multi-family office	Saratoga Springs	Focus, assets, source and contacts in the file · Unlock
Stenger Family Office, LLC	Multi-family office	Naperville	Focus, assets, source and contacts in the file · Unlock
Superior Planning Wealth Management & Family Office	Multi-family office	San Diego	Focus, assets, source and contacts in the file · Unlock
Tarbox Family Office, Inc.	Multi-family office	Newport Beach	Focus, assets, source and contacts in the file · Unlock
The Coury Firm	Multi-family office	Pittsburgh	Focus, assets, source and contacts in the file · Unlock
Tiempo Capital Partners	Multi-family office	Miami	Focus, assets, source and contacts in the file · Unlock
Tolleson Wealth Management, Inc.	Multi-family office	Dallas	Focus, assets, source and contacts in the file · Unlock
True North Advisors, LLC	Multi-family office	Dallas	Focus, assets, source and contacts in the file · Unlock
WE Family Offices	Multi-family office	Coral Gables	Focus, assets, source and contacts in the file · Unlock
Westmore Asset Management	Multi-family office	Pearl River	Focus, assets, source and contacts in the file · Unlock
Xception Family Office	Multi-family office	Atlanta	Focus, assets, source and contacts in the file · Unlock
Alpha Capital Family Office, LLC	Multi-family office	Greenwood Village	Focus, assets, source and contacts in the file · Unlock
AMISON SFO DMCC	Single family office	Dubai	Focus, assets, source and contacts in the file · Unlock
Cole Wealth Management, LLC	Multi-family office	Scottsdale	Focus, assets, source and contacts in the file · Unlock
Hutner Capital Management Inc.	Multi-family office	Manchester	Focus, assets, source and contacts in the file · Unlock
Jeffrey Management Co	Single family office	Columbus	Focus, assets, source and contacts in the file · Unlock
Kanoo Global Investments (KGI)	Single family office	Manama	Focus, assets, source and contacts in the file · Unlock
Kelleher Financial Advisors, LLC	Multi-family office	New York	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
Redwood SFO Limited	Single family office	Dubai	Focus, assets, source and contacts in the file · Unlock
Saul Wealth Advisors, LLC	Multi-family office	Miami	Focus, assets, source and contacts in the file · Unlock
Three Bridge Wealth Advisors	Multi-family office	Los Altos	Focus, assets, source and contacts in the file · Unlock
Bessemer Trust	Multi-family office	Woodbridge	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
Double Eagle Family Offices, LLC	Multi-family office	Fort Worth	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
Senwan Family Office Limited	Single family office	Dubai	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

You are seeing every office name, with full detail on 25 of 93. The file adds the detail for the other 68, 221 named decision-makers and 23 office emails.

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How these 93 break down

By city

City	On this list	Share
Miami	7	8%
Dubai	6	6%
New York	6	6%
Dallas	4	4%
Atlanta	3	3%
Scottsdale	3	3%
Chicago	2	2%
Tampa	2	2%
Naples	2	2%
Coral Gables	2	2%

Full lists, each with its own row count: Family offices in Miami and South Florida (23)Family offices in Dubai and the UAE (65)

By US state

US state	On this list	Share
Florida	18	19%
California	10	11%
New York	10	11%
Texas	7	8%
Illinois	4	4%
Georgia	4	4%
Colorado	3	3%
Pennsylvania	3	3%
Arizona	3	3%
New Jersey	3	3%

Full lists, each with its own row count: Family offices in Florida (40)Family offices in California (56)Family offices in New York (68)Family offices in Texas (45)Family offices in Chicago and Illinois (17)Family offices in Colorado (15)

By region

Region	On this list	Share
United States	83	89%
Gulf	9	10%

Full lists, each with its own row count: Family offices in the United States (481)Family offices in the Gulf (85)

By type

Type	On this list	Share
Multi-family office	78	84%
Single family office	15	16%

Method and limits

Source: 82 of the 93 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 fixed income 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 93 rows: focus 93, website 91, disclosed assets 77. In the paid file: named decision-makers on 85 rows, office email on 23, LinkedIn page on 27.
Corrections: Email hello@familyofficeroster.com or use the update form. We act within 5 working days.

How we verify

Questions

How many family offices that invest in fixed income are there?

We list 93 as of November 2026: 15 single family offices and 78 multi-family offices that name fixed income as a focus on their own site or in a filing.

Where are family offices that invest in fixed income based?

On this list: United States (83), Gulf (9) and United Kingdom (1). The most common cities are Miami (7), Dubai (6) and New York (6).

How do I contact family offices that invest in fixed income?

85 of the 93 offices name at least one decision-maker in a public source and 23 publish an office email; Pioneer Family Office, LLC names the most people (6). The file holds all 221 names with their roles. We list addresses the office publishes itself, never personal emails.

How many family offices that invest in fixed income are single family offices and how many are multi-family offices?

15 single and 78 multi-family. A single family office manages one family's wealth: DAMAC Capital (Sajwani Family Office) is one on this list. A multi-family office serves several families, often as a regulated adviser: AG Asset Advisory, LLC is one.

Where does the data on family offices that invest in fixed income come from?

82 of the 93 offices come from an SEC filing (Form ADV or 13F) and 11 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 AG Asset Advisory, LLC, on 10 Nov 2026.

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 fixed income. Guide: how to find family offices. Markdown version of this page.

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