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Updated November 2026

111 US family offices that invest in private equity

We list 111 US family offices that invest in private equity as of November 2026: 60 single family offices and 51 multi-family offices, 109 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 (16), Dallas (6) and Chicago (3) hold the most offices on this list.

111family offices

60 / 51single / multi-family

36with startups or venture as a stated focus

197named decision-makers on file

US family offices that invest in private equity 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 private equity (177), 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.

JFG Family Office
Type: Multi-family office · Location: Denver, Colorado, United States · Focus: Private Equity · Disclosed assets: $4.5B regulatory AUM (Form ADV, filed 2026-05-04) · Source: SEC filing
JFG Family Office discloses $4.5B regulatory AUM (Form ADV, filed 2026-05-04); 5 named decision-makers on file; last checked 10 Nov 2026.
Permcap Investment Office
Type: Multi-family office · Location: Charleston, South Carolina, United States · Focus: Public Equities, Private Funds, Private Equity, Hedge Funds · Disclosed assets: $4.0B regulatory AUM (Form ADV, filed 2026-09-11) · Source: SEC filing
Permcap Investment Office discloses $4.0B regulatory AUM (Form ADV, filed 2026-09-11); 4 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.
Manchester Capital Management LLC
Type: Multi-family office · Location: United States (Manchester office) · Focus: Public Equities, Private Funds, Private Equity, Venture Capital and Startups · Disclosed assets: $2.8B regulatory AUM (Form ADV, filed 2026-07-06) · Source: SEC filing
Manchester Capital Management LLC discloses $2.8B regulatory AUM (Form ADV, filed 2026-07-06); 1 named decision-maker on file; last checked 10 Nov 2026.
Ohana Advisors
Type: Multi-family office · Location: San Rafael, California, United States · Focus: Public Equities, Private Funds, Private Equity · Disclosed assets: $2.8B regulatory AUM (Form ADV, filed 2026-05-22) · Source: SEC filing
Ohana Advisors discloses $2.8B regulatory AUM (Form ADV, filed 2026-05-22); 5 named decision-makers on file; last checked 10 Nov 2026.
Avestar Capital, LLC
Type: Multi-family office · Location: New York, New York, United States · Focus: Public Equities, Private Equity, Real Estate, Private Credit · Disclosed assets: $2.1B regulatory AUM (Form ADV, filed 2026-09-24) · Source: SEC filing
Avestar Capital, LLC discloses $2.1B regulatory AUM (Form ADV, filed 2026-09-24); 3 named decision-makers on file; last checked 10 Nov 2026.
Bitterroot Capital Advisors LLC
Type: Multi-family office · Location: Bozeman, Montana, United States · Focus: Private Equity, Private Funds · Disclosed assets: $1.8B regulatory AUM (Form ADV, filed 2026-08-24) · Source: SEC filing
Bitterroot Capital Advisors LLC discloses $1.8B regulatory AUM (Form ADV, filed 2026-08-24); 3 named decision-makers on file; last checked 10 Nov 2026.

All 111 US family offices that invest in private equity: 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
Jones Companies, LLC	Single family office	Houston	Operating companies, Industrials, Private Equity, Technology		SEC filing	10 Nov 2026	2 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
Anderson Growth Partners, LLC	Multi-family office	Charleston	Private Equity, Hedge Funds, Real Estate, Direct Investments	$1.0B regulatory AUM (Form ADV, filed 2026-03-26)	SEC filing	10 Nov 2026	4 names, 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
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
Bitterroot Capital Advisors LLC	Multi-family office	Bozeman	Private Equity, Private Funds	$1.8B regulatory AUM (Form ADV, filed 2026-08-24)	SEC filing	10 Nov 2026	3 names, office email · Unlock
CFT Capital Management, LLC	Single family office	Los Angeles	Private Funds, Private Equity, Direct Investments, Real Estate	$3.7B regulatory AUM (Form ADV, filed 2026-08-04)	SEC filing	10 Nov 2026	3 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
Di Rezze Family Office	Single family office	Sunny Isles Beach	Direct Investments, Spacs, Private Equity		SEC filing	10 Nov 2026	1 name, office email · Unlock
Dunes Point Capital	Single family office	Rye	Private Equity, Industrials		SEC filing	10 Nov 2026	5 names, office email · Unlock
Granger Management LLC	Multi-family office	New York	Private Funds, Private Equity	$4.9B regulatory AUM (Form ADV, filed 2026-03-12)	SEC filing	4 Nov 2026	2 names, office email · Unlock
Highview Capital Management, LLC	Multi-family office	Buffalo Grove	Public Equities, Private Equity	$416M regulatory AUM (Form ADV, filed 2026-03-27)	SEC filing	10 Nov 2026	3 names, office email · Unlock
Legacy Knight MFO, LLC	Multi-family office	Dallas	Public Equities, Private Equity, Real Estate, Direct Investments	$2.8B regulatory AUM (Form ADV, filed 2026-05-14)	SEC filing	10 Nov 2026	2 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
Sepio Capital, LP	Multi-family office	Salt Lake City	Public Equities, Private Funds, Private Equity, Real Estate	$5.6B regulatory AUM (Form ADV, filed 2026-04-27)	SEC filing	10 Nov 2026	5 names, office email · Unlock
Twin Focus Capital Partners, LLC	Multi-family office	Boston	Public Equities, Private Funds, Real Estate, Direct Investments	$4.6B regulatory AUM (Form ADV, filed 2026-04-30)	SEC filing	10 Nov 2026	5 names, office email · Unlock
Weinberg Capital Group	Single family office	Pepper Pike	Private Equity, Consumer, B2B, Manufacturing		SEC filing	10 Nov 2026	3 names · 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
Anchyra Partners LLC	Multi-family office	Atlanta	Public Equities, Fixed Income, Private Equity, Venture Capital and Startups	$689M regulatory AUM (Form ADV, filed 2026-03-11)	SEC filing	10 Nov 2026	3 names · Unlock
Ark Wealth Management	Multi-family office	Austin	Private Equity, Real Estate	$216M regulatory AUM (Form ADV, filed 2026-10-27)	SEC filing	10 Nov 2026	3 names · Unlock
BBR Partners, LLC	Multi-family office	New York	Public Equities, Private Equity, Private Funds, Hedge Funds	$36.5B regulatory AUM (Form ADV, filed 2026-07-30)	SEC filing	10 Nov 2026	1 name · Unlock
Berggruen Holdings	Single family office	Los Angeles	Real Estate, Private Equity, Venture Capital and Startups, Public Equities		SEC filing	10 Nov 2026	5 names, office email · Unlock
Brainvest Wealth Management LLC	Multi-family office	Miami	Focus, assets, source and contacts in the file · Unlock
Broadfin Holdings LLC	Single family office	Melville	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
CM Wealth Advisors LLC	Multi-family office	Beachwood	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
Element Pointe Family Office	Multi-family office	Miami	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
Family Office Research, LLC	Multi-family office	Bethesda	Focus, assets, source and contacts in the file · Unlock
Fortitude Family Office	Multi-family office	Scottsdale	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
Highline Group	Single family office	Denver	Focus, assets, source and contacts in the file · Unlock
Integrated Wealth Advisors, LLC	Multi-family office	Bellevue	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
JFG Family Office	Multi-family office	Denver	Focus, assets, source and contacts in the file · Unlock
JPK Capital	Single family office	New York	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
Manchester Capital Management LLC	Multi-family office	Manchester	Focus, assets, source and contacts in the file · Unlock
Ocho	Single family office	Austin	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
Ohana Advisors	Multi-family office	San Rafael	Focus, assets, source and contacts in the file · Unlock
Osbon Capital Management, LLC	Multi-family office	Boston	Focus, assets, source and contacts in the file · Unlock
Outrunner Capital, LLC	Multi-family office	Austin	Focus, assets, source and contacts in the file · Unlock
PACK Private Wealth, LLC	Multi-family office	Wayzata	Focus, assets, source and contacts in the file · Unlock
Papamarkou Wellner Perkin Advisors	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
Permcap Investment Office	Multi-family office	Charleston	Focus, assets, source and contacts in the file · Unlock
Pittco Management	Single family office	Memphis	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
Salem Capital Management, Inc.	Single family office	Woburn	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
Singh Capital Partners	Multi-family office	Bethesda	Focus, assets, source and contacts in the file · Unlock
Soros Fund Management LLC	Single family office	New York	Focus, assets, source and contacts in the file · Unlock
Sowell & Co	Single family office	Dallas	Focus, assets, source and contacts in the file · Unlock
Stephens Group, LLC	Single family office	Little Rock	Focus, assets, source and contacts in the file · Unlock
TRB Advisors LP	Single family office	New York	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
Ulysses Management	Single family office	New York	Focus, assets, source and contacts in the file · Unlock
Wilks Brothers, LLC	Single family office	Cisco	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
Benevolent Capital	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
BMO Family Office, LLC	Multi-family office	Chicago	Focus, assets, source and contacts in the file · Unlock
Carroll Capital LLC	Single family office	Greenwich	Focus, assets, source and contacts in the file · Unlock
DBI Next	Single family office	Nashville	Focus, assets, source and contacts in the file · Unlock
Ferrell Capital	Single family office	Leawood	Focus, assets, source and contacts in the file · Unlock
Fortistar	Single family office	White Plains	Focus, assets, source and contacts in the file · Unlock
Grand Vista Partners	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
HC Private Investments	Single family office	Chicago	Focus, assets, source and contacts in the file · Unlock
JS Capital Management LLC	Single family office	New York	Focus, assets, source and contacts in the file · Unlock
Kensington Capital Holdings	Single family office	Foxboro	Focus, assets, source and contacts in the file · Unlock
Lometa Capital Partners	Multi-family office	Sugar Land	Focus, assets, source and contacts in the file · Unlock
National Financial Companies	Multi-family office	Wellington	Focus, assets, source and contacts in the file · Unlock
Ocean Cliff Partners	Single family office	Delray Beach	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
ROCK Family Office	Single family office	Detroit	Focus, assets, source and contacts in the file · Unlock
Stable Road Capital	Single family office	Paia	Focus, assets, source and contacts in the file · Unlock
Tarsadia Investments	Single family office	Newport Beach	Focus, assets, source and contacts in the file · Unlock
Willett Advisors	Single family office	New York	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
ERAS Holdings	Single family office	San Francisco	Focus, assets, source and contacts in the file · Unlock
Glick Family Investments	Single family office	New York	Focus, assets, source and contacts in the file · Unlock
Hartz Capital, Inc.	Single family office	Secaucus	Focus, assets, source and contacts in the file · Unlock
Kaulig Companies	Single family office	Hudson	Focus, assets, source and contacts in the file · Unlock
Leonite	Single family office	Upper Saddle River	Focus, assets, source and contacts in the file · Unlock
Ligo Partners	Single family office	Miami	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
McCombs Enterprises	Single family office	San Antonio	Focus, assets, source and contacts in the file · Unlock
Mitchell Companies	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
N5B Capital	Single family office	Southlake	Focus, assets, source and contacts in the file · Unlock
Quogue Capital	Single family office	New York	Focus, assets, source and contacts in the file · Unlock
Sansome Partners	Single family office	San Francisco	Focus, assets, source and contacts in the file · Unlock
Seventh Avenue Investments	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
Hicks Holdings LLC	Single family office	Dallas	Focus, assets, source and contacts in the file · Unlock
KCK Group	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
McNamara Family Ventures	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
Rochon Family Office	Single family office	Dallas	Focus, assets, source and contacts in the file · Unlock
Vinik Family Office	Single family office	Tampa	Focus, assets, source and contacts in the file · Unlock
FINK LLC	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
Greenhawk Corporation	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
IHSV, Inc.	Single family office	United States	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
Mays Family Enterprises	Single family office	United States	Focus, assets, source and contacts in the file · Unlock
Third Lake Capital, LLC	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 111. The file adds the detail for the other 86, 197 named decision-makers and 19 office emails.

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How these 111 break down

By city

City	On this list	Share
New York	16	14%
Dallas	6	5%
Chicago	3	3%
Tampa	3	3%
Austin	3	3%
Miami	3	3%
Scottsdale	3	3%
Houston	2	2%
Charleston	2	2%
Los Angeles	2	2%

Full lists, each with its own row count: Family offices in Miami and South Florida (23)Family offices in Los Angeles (20)

By US state

US state	On this list	Share
New York	20	18%
Texas	17	15%
Florida	11	10%
California	9	8%
Illinois	5	5%
Massachusetts	4	4%
South Carolina	3	3%
Ohio	3	3%
Arizona	3	3%
Colorado	3	3%

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 Chicago and Illinois (17)Family offices in Massachusetts (13)Family offices in Colorado (15)

By type

Type	On this list	Share
Single family office	60	54%
Multi-family office	51	46%

Method and limits

Source: 109 of the 111 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 equity 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 111 rows: focus 111, website 90, disclosed assets 59. In the paid file: named decision-makers on 79 rows, office email on 19, LinkedIn page on 25.
Corrections: Email hello@familyofficeroster.com or use the update form. We act within 5 working days.

How we verify

Questions

How many US family offices that invest in private equity are there?

We list 111 as of November 2026: 60 single family offices and 51 multi-family offices that name private equity as a focus on their own site or in a filing.

How do I contact US family offices that invest in private equity?

79 of the 111 offices name at least one decision-maker in a public source and 19 publish an office email; DFO Management names the most people (5). The file holds all 197 names with their roles. We list addresses the office publishes itself, never personal emails.

How many US family offices that invest in private equity are single family offices and how many are multi-family offices?

60 single and 51 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: Altman Advisors is one.

Where does the data on US family offices that invest in private equity come from?

109 of the 111 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 equity (177)Family offices in the United States (481)

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