32 US family offices that invest in private credit
We list 32 US family offices that invest in private credit as of November 2026: 19 single family offices and 13 multi-family offices, 30 sourced from an SEC filing and 2 from the office's own site or a company register, last checked on 10 Nov 2026. New York (7), Miami (2) and Dallas (2) hold the most offices on this list.
US family offices that invest in private credit ranked 11 to 16 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 private credit (47), where they are shown with the ranking rule. Below are the next 6 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.
Nuclo Wealth
Type: Multi-family office · Location: Houston, Texas, United States · Focus: Public Equities, Private Equity, Fixed Income, Private Credit · Disclosed assets: $294M regulatory AUM (Form ADV, filed 2026-03-27) · Source: SEC filing
Nuclo Wealth discloses $294M regulatory AUM (Form ADV, filed 2026-03-27); 3 named decision-makers on file; last checked 10 Nov 2026.
Sahara Investment Group
Type: Multi-family office · Location: Las Vegas, Nevada, United States · Focus: Public Equities, Private Equity, Private Funds, Fixed Income · Disclosed assets: $218M regulatory AUM (Form ADV, filed 2026-08-25) · Source: SEC filing
Sahara Investment Group discloses $218M regulatory AUM (Form ADV, filed 2026-08-25); 4 named decision-makers on file; last checked 10 Nov 2026.
Osbon Capital Management, LLC
Type: Multi-family office · Location: Boston, Massachusetts, United States · Focus: Public Equities, Hedge Funds, Private Equity, Private Credit · Disclosed assets: $205M regulatory AUM (Form ADV, filed 2026-03-11) · Source: SEC filing
Osbon Capital Management, LLC discloses $205M regulatory AUM (Form ADV, filed 2026-03-11); 2 named decision-makers on file; last checked 10 Nov 2026.
Xception Family Office
Type: Multi-family office · Location: Atlanta, Georgia, United States · Focus: Public Equities, Hedge Funds, Private Equity, Private Credit · Disclosed assets: $189M regulatory AUM (Form ADV, filed 2026-05-27) · Source: SEC filing
Xception Family Office discloses $189M regulatory AUM (Form ADV, filed 2026-05-27); 2 named decision-makers on file; last checked 10 Nov 2026.
DFO Management
Type: Single family office · Location: New York, New York, United States · Focus: Public Equities, Private Equity, Private Credit, Real Estate · Disclosed assets: $102M 13F holdings (Q2 2026) · Source: SEC filing
DFO Management discloses $102M 13F holdings (Q2 2026); 5 named decision-makers on file; last checked 10 Nov 2026.
Bakala Capital LLC
Type: Single family office · Location: Greenville, South Carolina, United States · Focus: Generalist, Public Equities, Private Equity, Venture Capital and Startups · Disclosed assets: $23M 13F holdings (Q2 2026) · Source: SEC filing
Bakala Capital LLC discloses $23M 13F holdings (Q2 2026); 4 named decision-makers on file; last checked 5 Nov 2026.
All 32 US family offices that invest in private credit: full detail on the first 25
| Family office | Type | City | Focus | Disclosed assets | Source | Checked | Contacts |
|---|---|---|---|---|---|---|---|
| DFO Management | Single family office | New York | Public Equities, Private Equity, Private Credit, Real Estate | $102M 13F holdings (Q2 2026) | SEC filing | 10 Nov 2026 | 5 names, office email · Unlock |
| Avestar Capital, LLC | Multi-family office | New York | Public Equities, Private Equity, Real Estate, Private Credit | $2.1B regulatory AUM (Form ADV, filed 2026-09-24) | SEC filing | 10 Nov 2026 | 3 names, office email · Unlock |
| Bakala Capital LLC | Single family office | Greenville | Generalist, Public Equities, Private Equity, Venture Capital and Startups | $23M 13F holdings (Q2 2026) | SEC filing | 5 Nov 2026 | 4 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 |
| 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 |
| Brainvest Wealth Management LLC | Multi-family office | Miami | Public Equities, Private Funds, Fixed Income, Hedge Funds | $691M regulatory AUM (Form ADV, filed 2026-04-27) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| 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 | 10 Nov 2026 | 1 name · Unlock |
| 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 | 10 Nov 2026 | 5 names · Unlock |
| 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 | 10 Nov 2026 | 4 names · Unlock |
| Element Pointe Family Office | Multi-family office | Miami | Private Equity, Private Funds, Public Equities, Fixed Income | $1.2B regulatory AUM (Form ADV, filed 2026-07-30) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| Manchester Capital Management LLC | Multi-family office | Manchester | Public Equities, Private Funds, Private Equity, Venture Capital and Startups | $2.8B regulatory AUM (Form ADV, filed 2026-07-06) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Osbon Capital Management, LLC | Multi-family office | Boston | Public Equities, Hedge Funds, Private Equity, Private Credit | $205M regulatory AUM (Form ADV, filed 2026-03-11) | SEC filing | 10 Nov 2026 | 2 names · Unlock |
| Quadrant Capital Partners, Inc. | Single family office | Dallas | Real Estate, Direct Investments, Venture Capital and Startups, Private Credit | Own site | 10 Nov 2026 | 2 names · Unlock | |
| Sahara Investment Group | Multi-family office | Las Vegas | Public Equities, Private Equity, Private Funds, Fixed Income | $218M regulatory AUM (Form ADV, filed 2026-08-25) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| Soros Fund Management LLC | Single family office | New York | Generalist, Public Equities, Private Equity, Private Credit | $8.1B 13F holdings (Q2 2026) | SEC filing | 5 Nov 2026 | 1 name · Unlock |
| True North Advisors, LLC | Multi-family office | Dallas | Public Equities, Real Estate, Venture Capital and Startups, Hedge Funds | $5.4B regulatory AUM (Form ADV, filed 2026-10-30) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| Xception Family Office | Multi-family office | Atlanta | Public Equities, Hedge Funds, Private Equity, Private Credit | $189M regulatory AUM (Form ADV, filed 2026-05-27) | SEC filing | 10 Nov 2026 | 2 names · Unlock |
| Jake P. Noch Family Office, LLC | Single family office | United States | Venture Capital and Startups, Public Equities, Private Credit | SEC filing | 10 Nov 2026 | 1 name · Unlock | |
| RWN Management | Single family office | New York | Real Estate, Private Credit, Venture Capital and Startups | SEC filing | 10 Nov 2026 | No contact on file | |
| Stable Road Capital | Single family office | Paia | Public Equities, Direct Investments, Private Credit, Private Equity | SEC filing | 10 Nov 2026 | 2 names · Unlock | |
| Willett Advisors | Single family office | New York | Public Equities, Hedge Funds, Private Equity, Private Credit | SEC filing | 10 Nov 2026 | 1 name · Unlock | |
| Allerand Capital | Single family office | Jupiter | Real Estate, Private Credit, Direct Investments, Healthcare | SEC filing | 10 Nov 2026 | No contact on file | |
| Blue Haven Initiative | Single family office | United States | Impact, Public Equities, Fixed Income, Private Equity | Own site | 10 Nov 2026 | No contact on file | |
| EF Capital Management | Single family office | Wilmington | Direct Investments, Public Equities, Private Credit | SEC filing | 10 Nov 2026 | 3 names · Unlock | |
| Leonite | Single family office | Upper Saddle River | Real Estate, Venture Capital and Startups, Private Equity, Public Equities | SEC filing | 10 Nov 2026 | No contact on file | |
| Malkin Holdings | Single family office | New York | Focus, assets, source and contacts in the file · Unlock | ||||
| McCombs Enterprises | Single family office | San Antonio | Focus, assets, source and contacts in the file · Unlock | ||||
| Snowy August Management LLC | Single family office | New York | Focus, assets, source and contacts in the file · Unlock | ||||
| G2G Ventures | Single family office | United States | Focus, assets, source and contacts in the file · Unlock | ||||
| EFO Management | Single family office | United States | Focus, assets, source and contacts in the file · Unlock | ||||
| Mulkey Holdings | Single family office | United States | Focus, assets, source and contacts in the file · Unlock | ||||
| Tannenbaum Family Office | 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 32. The file adds the detail for the other 7, 60 named decision-makers and 4 office emails.
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How these 32 break down
By city
| City | On this list | Share |
|---|---|---|
| New York | 7 | 22% |
| Miami | 2 | 6% |
| Dallas | 2 | 6% |
Full lists, each with its own row count: Family offices in Miami and South Florida (23)
By US state
| US state | On this list | Share |
|---|---|---|
| New York | 7 | 22% |
| Florida | 6 | 19% |
| Texas | 4 | 12% |
Full lists, each with its own row count: Family offices in New York (68)Family offices in Florida (40)Family offices in Texas (45)
By type
| Type | On this list | Share |
|---|---|---|
| Single family office | 19 | 59% |
| Multi-family office | 13 | 41% |
Method and limits
- Source
- 30 of the 32 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 private credit 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.
- Last refreshed
- November 2026. Rows on this list were checked between 4 Nov 2026 and 10 Nov 2026.
- Fill rates
- Of 32 rows: focus 32, website 25, disclosed assets 16. In the paid file: named decision-makers on 22 rows, office email on 4, LinkedIn page on 6.
- Corrections
- Email hello@familyofficeroster.com or use the update form. We act within 5 working days.
Questions
How many US family offices that invest in private credit are there?
We list 32 as of November 2026: 19 single family offices and 13 multi-family offices that name private credit as a focus on their own site or in a filing.
How do I contact US family offices that invest in private credit?
22 of the 32 offices name at least one decision-maker in a public source and 4 publish an office email; DFO Management names the most people (5). The file holds all 60 names with their roles. We list addresses the office publishes itself, never personal emails.
How many US family offices that invest in private credit are single family offices and how many are multi-family offices?
19 single and 13 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: Avestar Capital, LLC is one.
Where does the data on US family offices that invest in private credit come from?
30 of the 32 offices come from an SEC filing (Form ADV or 13F) and 2 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.
Broader lists
Family offices that invest in private credit (47)Family offices in the United States (481)
Related lists
US family offices that invest in private equity (111)US family offices that invest in direct deals in private companies (90)US family offices that invest in real estate (86)US family offices that invest in private funds (85)US family offices that invest in startups and venture capital (63)US family offices that invest in hedge funds (32)US family offices that invest in technology (32)US family offices that invest in healthcare (28)
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