32 US family offices that invest in hedge funds

US family offices that invest in hedge funds 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 hedge funds (40), 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.

11. Okabena Investment Services Inc

    Type: Multi-family office · Location: Minneapolis, Minnesota, United States · Focus: Public Equities, Private Funds, Hedge Funds · Disclosed assets: $2.1B regulatory AUM (Form ADV, filed 2026-03-27) · Source: SEC filing

    Okabena Investment Services Inc discloses $2.1B regulatory AUM (Form ADV, filed 2026-03-27); 5 named decision-makers on file; last checked 10 Nov 2026.

12. The Coury Firm

    Type: Multi-family office · Location: Pittsburgh, Pennsylvania, United States · Focus: Public Equities, Private Funds, Fixed Income, Hedge Funds · Disclosed assets: $1.3B regulatory AUM (Form ADV, filed 2026-03-31) · Source: SEC filing

    The Coury Firm discloses $1.3B regulatory AUM (Form ADV, filed 2026-03-31); 2 named decision-makers on file; last checked 10 Nov 2026.

13. 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.

14. 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.

15. Brainvest Wealth Management LLC

    Type: Multi-family office · Location: Miami, Florida, United States · Focus: Public Equities, Private Funds, Fixed Income, Hedge Funds · Disclosed assets: $691M regulatory AUM (Form ADV, filed 2026-04-27) · Source: SEC filing

    Brainvest Wealth Management LLC discloses $691M regulatory AUM (Form ADV, filed 2026-04-27); 3 named decision-makers on file; last checked 10 Nov 2026.

16. Lountzis Asset Management, LLC

    Type: Multi-family office · Location: Wyomissing, Pennsylvania, United States · Focus: Public Equities, Private Equity, Hedge Funds, Fixed Income · Disclosed assets: $624M regulatory AUM (Form ADV, filed 2026-03-24) · Source: SEC filing

    Lountzis Asset Management, LLC discloses $624M regulatory AUM (Form ADV, filed 2026-03-24); 1 named decision-maker on file; last checked 10 Nov 2026.

17. Ulysses Management

    Type: Single family office · Location: New York, New York, United States · Focus: Public Equities, Hedge Funds, Real Estate, Private Equity · Disclosed assets: $506M 13F holdings (Q2 2026) · Source: SEC filing

    Ulysses Management discloses $506M 13F holdings (Q2 2026); 2 named decision-makers on file; last checked 10 Nov 2026.

18. Arrowroot Family Office, LLC

    Type: Multi-family office · Location: Marina Del Rey, California, United States · Focus: Public Equities, Real Estate, Hedge Funds · Disclosed assets: $499M regulatory AUM (Form ADV, filed 2026-10-19) · Source: SEC filing

    Arrowroot Family Office, LLC discloses $499M regulatory AUM (Form ADV, filed 2026-10-19); 3 named decision-makers on file; last checked 10 Nov 2026.

19. Longwall Family Office

    Type: Multi-family office · Location: Westport, Connecticut, United States · Focus: Public Equities, Private Funds, Hedge Funds, Fixed Income · Disclosed assets: $428M regulatory AUM (Form ADV, filed 2026-07-23) · Source: SEC filing

    Longwall Family Office discloses $428M regulatory AUM (Form ADV, filed 2026-07-23); 1 named decision-maker on file; last checked 10 Nov 2026.

20. Jupiter Wealth Management, LLC

    Type: Multi-family office · Location: Glendale, Colorado, United States · Focus: Public Equities, Hedge Funds · Disclosed assets: $417M regulatory AUM (Form ADV, filed 2026-03-06) · Source: SEC filing

    Jupiter Wealth Management, LLC discloses $417M regulatory AUM (Form ADV, filed 2026-03-06); 1 named decision-maker on file; last checked 10 Nov 2026.

All 32 US family offices that invest in hedge funds: full detail on the first 25

You are seeing every office name, with full detail on 25 of 32. The file adds the detail for the other 7, 82 named decision-makers and 4 office emails.

How these 32 break down

Questions

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