--- title: "111 US Family Offices that Invest in Private Equity (Nov 2026)" last_updated: "2026-11-10" rows: "111" free_rows: "25" source: "SEC Form D filings and our own research" canonical: "https://familyofficeroster.com/lists/family-offices-that-invest-in-private-equity-us/" --- # 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. - 111 family offices - 60 / 51 single / multi-family - 36 with startups or venture as a stated focus - 197 named decision-makers on file ## 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 | Profile | |---|---|---|---|---|---|---|---| | DFO Management | Single family office | New York | Public Equities, Private Equity, Private Credit, Real Estate | $102M 13F holdings (Q2 2026) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/dfo-management/ | | Jones Companies, LLC | Single family office | Houston | Operating companies, Industrials, Private Equity, Technology | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/jones-companies-llc/ | | 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/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/anderson-growth-partners/ | | 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/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/avestar-capital/ | | Bakala Capital LLC | Single family office | Greenville | Generalist, Public Equities, Private Equity, Venture Capital and Startups | $23M 13F holdings (Q2 2026) | SEC filing | 2026-11-05 | https://familyofficeroster.com/family-offices/bakala-capital/ | | 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/ | | Bitterroot Capital Advisors LLC | Multi-family office | Bozeman | Private Equity, Private Funds | $1.8B regulatory AUM (Form ADV, filed 2026-08-24) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/bitterroot-capital-advisors/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/cft-capital-management/ | | 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/ | | Di Rezze Family Office | Single family office | Sunny Isles Beach | Direct Investments, Spacs, Private Equity | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/di-rezze-family-office/ | | Dunes Point Capital | Single family office | Rye | Private Equity, Industrials | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/dunes-point-capital/ | | Granger Management LLC | Multi-family office | New York | Private Funds, Private Equity | $4.9B regulatory AUM (Form ADV, filed 2026-03-12) | SEC filing | 2026-11-04 | https://familyofficeroster.com/family-offices/granger-management/ | | Highview Capital Management, LLC | Multi-family office | Buffalo Grove | Public Equities, Private Equity | $416M regulatory AUM (Form ADV, filed 2026-03-27) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/highview-capital-management/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/legacy-knight-mfo/ | | 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/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/sepio-capital/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/twin-focus-capital-partners/ | | Weinberg Capital Group | Single family office | Pepper Pike | Private Equity, Consumer, B2B, Manufacturing | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/weinberg-capital-group/ | | 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/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/anchyra-partners/ | | Ark Wealth Management | Multi-family office | Austin | Private Equity, Real Estate | $216M regulatory AUM (Form ADV, filed 2026-10-27) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/ark-wealth-management/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/bbr-partners/ | | Berggruen Holdings | Single family office | Los Angeles | Real Estate, Private Equity, Venture Capital and Startups, Public Equities | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/berggruen-holdings/ | Other offices on this list (name, type, city): - Brainvest Wealth Management LLC, Multi-family office, Miami - Broadfin Holdings LLC, Single family office, Melville - Certuity, LLC, Multi-family office, North Palm Beach - CM Wealth Advisors LLC, Multi-family office, Beachwood - Corps Capital Advisors, LLC, Multi-family office, Southlake - Curated Wealth Partners, LLC, Multi-family office, El Segundo - CV Advisors LLC, Multi-family office, Aventura - Element Pointe Family Office, Multi-family office, Miami - Faith Investor Services, Multi-family office, Scottsdale - Family Office Research, LLC, Multi-family office, Bethesda - Fortitude Family Office, Multi-family office, Scottsdale - Heritage Family Offices, LLP, Multi-family office, Scottsdale - Highline Group, Single family office, Denver - Integrated Wealth Advisors, LLC, Multi-family office, Bellevue - Iron Financial LLC, Multi-family office, Northbrook - JFG Family Office, Multi-family office, Denver - JPK Capital, Single family office, New York - Lountzis Asset Management, LLC, Multi-family office, Wyomissing - Manchester Capital Management LLC, Multi-family office, Manchester - Ocho, Single family office, Austin - Offit Capital, Multi-family office, New York - Ohana Advisors, Multi-family office, San Rafael - Osbon Capital Management, LLC, Multi-family office, Boston - Outrunner Capital, LLC, Multi-family office, Austin - PACK Private Wealth, LLC, Multi-family office, Wayzata - Papamarkou Wellner Perkin Advisors, Multi-family office, New York - Pathstone, Multi-family office, Englewood - Permcap Investment Office, Multi-family office, Charleston - Pittco Management, Single family office, Memphis - Sahara Investment Group, Multi-family office, Las Vegas - Salem Capital Management, Inc., Single family office, Woburn - Shade Tree Advisors LLC, Multi-family office, Saratoga Springs - Singh Capital Partners, Multi-family office, Bethesda - Soros Fund Management LLC, Single family office, New York - Sowell & Co, Single family office, Dallas - Stephens Group, LLC, Single family office, Little Rock - TRB Advisors LP, Single family office, New York - True North Advisors, LLC, Multi-family office, Dallas - Ulysses Management, Single family office, New York - Wilks Brothers, LLC, Single family office, Cisco - Xception Family Office, Multi-family office, Atlanta - Benevolent Capital, Single family office, United States - BMO Family Office, LLC, Multi-family office, Chicago - Carroll Capital LLC, Single family office, Greenwich - DBI Next, Single family office, Nashville - Ferrell Capital, Single family office, Leawood - Fortistar, Single family office, White Plains - Grand Vista Partners, Single family office, United States - HC Private Investments, Single family office, Chicago - JS Capital Management LLC, Single family office, New York - Kensington Capital Holdings, Single family office, Foxboro - Lometa Capital Partners, Multi-family office, Sugar Land - National Financial Companies, Multi-family office, Wellington - Ocean Cliff Partners, Single family office, Delray Beach - Pointone Family Office, Multi-family office, Manhattan Beach - ROCK Family Office, Single family office, Detroit - Stable Road Capital, Single family office, Paia - Tarsadia Investments, Single family office, Newport Beach - Willett Advisors, Single family office, New York - Blue Haven Initiative, Single family office, United States - Double Eagle Family Offices, LLC, Multi-family office, Fort Worth - ERAS Holdings, Single family office, San Francisco - Glick Family Investments, Single family office, New York - Hartz Capital, Inc., Single family office, Secaucus - Kaulig Companies, Single family office, Hudson - Leonite, Single family office, Upper Saddle River - Ligo Partners, Single family office, Miami - Malkin Holdings, Single family office, New York - McCombs Enterprises, Single family office, San Antonio - Mitchell Companies, Single family office, United States - N5B Capital, Single family office, Southlake - Quogue Capital, Single family office, New York - Sansome Partners, Single family office, San Francisco - Seventh Avenue Investments, Single family office, New York - G2G Ventures, Single family office, United States - Hicks Holdings LLC, Single family office, Dallas - KCK Group, Single family office, United States - McNamara Family Ventures, Single family office, United States - Rochon Family Office, Single family office, Dallas - Vinik Family Office, Single family office, Tampa - FINK LLC, Single family office, United States - Greenhawk Corporation, Single family office, United States - IHSV, Inc., Single family office, United States - L Investments, Single family office, United States - Mays Family Enterprises, Single family office, United States - Third Lake Capital, LLC, Single family office, United States 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. Get all 111 offices and 197 named contacts, $995, one-time: https://familyofficeroster.com/buy/us This page: https://familyofficeroster.com/lists/family-offices-that-invest-in-private-equity-us/ ## 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. - 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. ## 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.