109 family offices that invest in private funds
We list 109 family offices that invest in private funds as of November 2026: 35 single family offices and 74 multi-family offices, 83 sourced from an SEC filing and 26 from the office's own site or a company register, last checked on 10 Nov 2026. London (14), New York (10) and Miami (5) hold the most offices on this list.
Family offices that invest in private 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 multi-family offices (236), 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.
Wellspring Family Office
Type: Multi-family office · Location: Cleveland, Ohio, United States · Focus: Public Equities, Private Funds · Disclosed assets: $5.1B regulatory AUM (Form ADV, filed 2026-10-20) · Source: SEC filing
Wellspring Family Office discloses $5.1B regulatory AUM (Form ADV, filed 2026-10-20); last checked 10 Nov 2026.
Granger Management LLC
Type: Multi-family office · Location: New York, New York, United States · Focus: Private Funds, Private Equity · Disclosed assets: $4.9B regulatory AUM (Form ADV, filed 2026-03-12) · Source: SEC filing
Granger Management LLC discloses $4.9B regulatory AUM (Form ADV, filed 2026-03-12); 2 named decision-makers on file; last checked 4 Nov 2026.
Twin Focus Capital Partners, LLC
Type: Multi-family office · Location: Boston, Massachusetts, United States · Focus: Public Equities, Private Funds, Real Estate, Direct Investments · Disclosed assets: $4.6B regulatory AUM (Form ADV, filed 2026-04-30) · Source: SEC filing
Twin Focus Capital Partners, LLC discloses $4.6B regulatory AUM (Form ADV, filed 2026-04-30); 5 named decision-makers on file; last checked 10 Nov 2026.
Aaron Wealth Advisors
Type: Multi-family office · Location: Chicago, Illinois, United States · Focus: Public Equities, Private Funds, Fixed Income · Disclosed assets: $4.3B regulatory AUM (Form ADV, filed 2026-10-01) · Source: SEC filing
Aaron Wealth Advisors discloses $4.3B regulatory AUM (Form ADV, filed 2026-10-01); 3 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.
Matter Family Office
Type: Multi-family office · Location: St. Louis, Missouri, United States · Focus: Public Equities, Private Funds · Disclosed assets: $3.8B regulatory AUM (Form ADV, filed 2026-07-21) · Source: SEC filing
Matter Family Office discloses $3.8B regulatory AUM (Form ADV, filed 2026-07-21); 5 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.
Biltmore Family Office, LLC
Type: Multi-family office · Location: Charlotte, North Carolina, United States · Focus: Public Equities, Private Funds · Disclosed assets: $3.5B regulatory AUM (Form ADV, filed 2026-03-23) · Source: SEC filing
Biltmore Family Office, LLC discloses $3.5B regulatory AUM (Form ADV, filed 2026-03-23); 1 named decision-maker on file; last checked 4 Nov 2026.
Colony Family Offices, LLC
Type: Multi-family office · Location: Charlotte, North Carolina, United States · Focus: Public Equities, Private Funds, Fixed Income, Hedge Funds · Disclosed assets: $3.4B regulatory AUM (Form ADV, filed 2026-08-10) · Source: SEC filing
Colony Family Offices, LLC discloses $3.4B regulatory AUM (Form ADV, filed 2026-08-10); 4 named decision-makers on file; last checked 10 Nov 2026.
All 109 family offices that invest in private funds: full detail on the first 25
You are seeing every office name, with full detail on 25 of 109. The file adds the detail for the other 84, 235 named decision-makers and 41 office emails.
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How these 109 break down
By city
| City | On this list | Share |
|---|---|---|
| London | 14 | 13% |
| New York | 10 | 9% |
| Miami | 5 | 5% |
| Chicago | 4 | 4% |
| Boston | 3 | 3% |
| Dubai | 3 | 3% |
| Charleston | 2 | 2% |
| Tampa | 2 | 2% |
| Cleveland | 2 | 2% |
| Los Angeles | 2 | 2% |
Full lists, each with its own row count: Family offices in London (90)Family offices in Miami and South Florida (23)Family offices in Boston (10)Family offices in Dubai and the UAE (65)Family offices in Los Angeles (20)
By US state
| US state | On this list | Share |
|---|---|---|
| Florida | 14 | 13% |
| California | 12 | 11% |
| New York | 12 | 11% |
| Texas | 6 | 6% |
| Massachusetts | 4 | 4% |
| Illinois | 4 | 4% |
| Ohio | 3 | 3% |
| Utah | 3 | 3% |
| South Carolina | 2 | 2% |
| Connecticut | 2 | 2% |
Full lists, each with its own row count: Family offices in Florida (40)Family offices in California (56)Family offices in New York (68)Family offices in Texas (45)Family offices in Massachusetts (13)Family offices in Chicago and Illinois (17)Family offices in Fairfield County and Connecticut (10)
By region
| Region | On this list | Share |
|---|---|---|
| United States | 85 | 78% |
| United Kingdom | 17 | 16% |
| Gulf | 6 | 6% |
Full lists, each with its own row count: Family offices in the United States (481)Family offices in the United Kingdom (157)Family offices in the Gulf (85)
By type
| Type | On this list | Share |
|---|---|---|
| Multi-family office | 74 | 68% |
| Single family office | 35 | 32% |
Method and limits
- Source
- 83 of the 109 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 funds 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.
- Last refreshed
- November 2026. Rows on this list were checked between 4 Nov 2026 and 10 Nov 2026.
- Fill rates
- Of 109 rows: focus 109, website 104, disclosed assets 71. In the paid file: named decision-makers on 84 rows, office email on 41, LinkedIn page on 32.
- Corrections
- Email hello@familyofficeroster.com or use the update form. We act within 5 working days.
Questions
How many family offices that invest in private funds are there?
We list 109 as of November 2026: 35 single family offices and 74 multi-family offices that name private funds as a focus on their own site or in a filing.
Where are family offices that invest in private funds based?
On this list: United States (85), United Kingdom (17) and Gulf (6). The most common cities are London (14), New York (10) and Miami (5).
How do I contact family offices that invest in private funds?
84 of the 109 offices name at least one decision-maker in a public source and 41 publish an office email; Allie Family Office LLC names the most people (5). The file holds all 235 names with their roles. We list addresses the office publishes itself, never personal emails.
How many family offices that invest in private funds are single family offices and how many are multi-family offices?
35 single and 74 multi-family. A single family office manages one family's wealth: Lyall Ventures is one on this list. A multi-family office serves several families, often as a regulated adviser: Aletheian Wealth Advisors LLC is one.
Where does the data on family offices that invest in private funds come from?
83 of the 109 offices come from an SEC filing (Form ADV or 13F) and 26 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 Lyall Ventures, on 10 Nov 2026.
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