--- title: "93 Family Offices that Invest in Fixed Income, Verified Nov 2026" last_updated: "2026-11-10" rows: "93" free_rows: "25" source: "SEC Form D filings and our own research" canonical: "https://familyofficeroster.com/lists/family-offices-that-invest-in-fixed-income/" --- # 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. - 93 family offices - 15 / 78 single / multi-family - 20 with startups or venture as a stated focus - 221 named decision-makers on file ## All 93 family offices that invest in fixed income: full detail on the first 25 | Family office | Type | City | Focus | Disclosed assets | Source | Checked | Profile | |---|---|---|---|---|---|---|---| | AG Asset Advisory, LLC | Multi-family office | Los Angeles | Public Equities, Fixed Income | $440M regulatory AUM (Form ADV, filed 2026-03-05) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/ag-asset-advisory/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/aletheian-wealth-advisors/ | | Allie Family Office LLC | Multi-family office | Miami | Private Funds, Fixed Income | $1.3B regulatory AUM (Form ADV, filed 2026-03-25) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/allie-family-office/ | | 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/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/ariadne-wealth-management/ | | 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/ | | 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/ | | 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/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/compound-family-offices/ | | CWA Asset Management Group | Multi-family office | Naples | Public Equities, Fixed Income | $3.4B 13F holdings (Q3 2026) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/cwa-asset-management-group/ | | DAMAC Capital (Sajwani Family Office) | Single family office | Dubai | Venture Capital and Startups, Private Equity, Public Equities, Private Credit | | Own site | 2026-11-10 | https://familyofficeroster.com/family-offices/ae-damac-capital/ | | Halcyon Global Advisors | Multi-family office | Dallas | Public Equities, Fixed Income | $221M regulatory AUM (Form ADV, filed 2026-03-12) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/halcyon-global-advisors/ | | Malco Capital (Mostafa Bin Abdullatif Investments) | Single family office | Dubai | Public Equities, Private Credit, Private Equity, Venture Capital and Startups | | Own site | 2026-11-10 | https://familyofficeroster.com/family-offices/ae-malco-capital-mbal/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/maximai-investment-partners/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/muse-capital-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/ | | Pulliam Family Office, LLC | Multi-family office | Crested Butte | Fixed Income | $142M regulatory AUM (Form ADV, filed 2026-05-05) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/pulliam-family-office/ | | Solidarity Wealth, LLC | Multi-family office | Lehi | Public Equities, Private Funds, Fixed Income | $704M regulatory AUM (Form ADV, filed 2026-08-06) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/solidarity-wealth/ | | Tareem Enterprises For Investment | Single family office | Riyadh | Public Equities, Private Equity, Venture Capital and Startups, Real assets | | Own site | 2026-11-10 | https://familyofficeroster.com/family-offices/sa-tareem-enterprises/ | | 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/ | | 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/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/abernathy-group-ii/ | | Activ8 Family Office LLC | Multi-family office | Mclean | Public Equities, Fixed Income | $1.5B regulatory AUM (Form ADV, filed 2026-08-03) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/activ8-family-office/ | | Almulla Capital | Single family office | Dubai | Public Equities, Fixed Income, Alternatives | | Own site | 2026-11-10 | https://familyofficeroster.com/family-offices/ae-difc-almulla-capital/ | Other offices on this list (name, type, city): - American Wealth Advisors, LLC, Multi-family office, Johns Creek - Amor Maximus, Single family office, Las Vegas - Anchyra Partners LLC, Multi-family office, Atlanta - Boston Family Office LLC, Multi-family office, Boston - Brainvest Wealth Management LLC, Multi-family office, Miami - Breakthru Advisory Services, LLC, Multi-family office, Muskego - BT Family Office, LLC, Multi-family office, Atlanta - Callan Family Office, LLC, Multi-family office, Radnor - Certuity, LLC, Multi-family office, North Palm Beach - Chronos Capital Advisors LLC, Multi-family office, Miami - Class VI Family Office, LLC, Multi-family office, Denver - CM Wealth Advisors LLC, Multi-family office, Beachwood - Colony Family Offices, LLC, Multi-family office, Charlotte - Corps Capital Advisors, LLC, Multi-family office, Southlake - Curated Wealth Partners, LLC, Multi-family office, El Segundo - CV Advisors LLC, Multi-family office, Aventura - Eagle Bay Family Office, Multi-family office, New York - Element Pointe Family Office, Multi-family office, Miami - Evertern Wealth, LLC, Multi-family office, Naples - Exponent Wealth LLC, Multi-family office, Orem - Faith Investor Services, Multi-family office, Scottsdale - Fiduciary Family Office, LLC, Multi-family office, Boca Raton - Founders Family Office, Multi-family office, Miami - Heritage Family Offices, LLP, Multi-family office, Scottsdale - Hudson Capital Advisory, Inc., Multi-family office, Buffalo - Independent Family Office, LLC, Multi-family office, Albany - Iron Financial LLC, Multi-family office, Northbrook - Legacy Bridge Private Family Offices, Multi-family office, West Des Moines - Longwall Family Office, Multi-family office, Westport - Lountzis Asset Management, LLC, Multi-family office, Wyomissing - Momentum Capital, Single family office, London - Mountain Hill Investment Partners, Multi-family office, Atlantic Highlands - Murbiha Company, Single family office, Riyadh - Offit Capital, Multi-family office, New York - Optivest, Inc., Multi-family office, San Juan Capistrano - Parkview US LLC, Multi-family office, New York - Pathstone, Multi-family office, Englewood - Pioneer Family Office, LLC, Multi-family office, North Miami Beach - Sahara Investment Group, Multi-family office, Las Vegas - Sestante Family Office, Multi-family office, Coronado - Shade Tree Advisors LLC, Multi-family office, Saratoga Springs - Stenger Family Office, LLC, Multi-family office, Naperville - Superior Planning Wealth Management & Family Office, Multi-family office, San Diego - Tarbox Family Office, Inc., Multi-family office, Newport Beach - The Coury Firm, Multi-family office, Pittsburgh - Tiempo Capital Partners, Multi-family office, Miami - Tolleson Wealth Management, Inc., Multi-family office, Dallas - True North Advisors, LLC, Multi-family office, Dallas - WE Family Offices, Multi-family office, Coral Gables - Westmore Asset Management, Multi-family office, Pearl River - Xception Family Office, Multi-family office, Atlanta - Alpha Capital Family Office, LLC, Multi-family office, Greenwood Village - AMISON SFO DMCC, Single family office, Dubai - Cole Wealth Management, LLC, Multi-family office, Scottsdale - Hutner Capital Management Inc., Multi-family office, Manchester - Jeffrey Management Co, Single family office, Columbus - Kanoo Global Investments (KGI), Single family office, Manama - Kelleher Financial Advisors, LLC, Multi-family office, New York - Pointone Family Office, Multi-family office, Manhattan Beach - Redwood SFO Limited, Single family office, Dubai - Saul Wealth Advisors, LLC, Multi-family office, Miami - Three Bridge Wealth Advisors, Multi-family office, Los Altos - Bessemer Trust, Multi-family office, Woodbridge - Blue Haven Initiative, Single family office, United States - Double Eagle Family Offices, LLC, Multi-family office, Fort Worth - Malkin Holdings, Single family office, New York - Senwan Family Office Limited, Single family office, Dubai - L Investments, Single family office, United States 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. Get all 93 offices and 221 named contacts, $149, one-time: https://familyofficeroster.com/buy/list/family-offices-that-invest-in-fixed-income This page: https://familyofficeroster.com/lists/family-offices-that-invest-in-fixed-income/ ## 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. - 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. ## 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.