Family Office Roster
Home / Lists / By focus / Family offices that invest in public equities
Updated November 2026

274 family offices that invest in public equities

We list 274 family offices that invest in public equities as of November 2026: 120 single family offices and 154 multi-family offices, 235 sourced from an SEC filing and 39 from the office's own site or a company register, last checked on 10 Nov 2026. New York (32), London (13) and Dubai (11) hold the most offices on this list. Our list of US family offices that invest in public equities (236) shares 236 of its offices with this one, so it is folded into this page.

274family offices
120 / 154single / multi-family
55with startups or venture as a stated focus
544named decision-makers on file

Family offices that invest in public equities 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 in the United States (481), 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.

  1. Sepio Capital, LP

    Type: Multi-family office · Location: Salt Lake City, Utah, United States · Focus: Public Equities, Private Funds, Private Equity, Real Estate · Disclosed assets: $5.6B regulatory AUM (Form ADV, filed 2026-04-27) · Source: SEC filing

    Sepio Capital, LP discloses $5.6B regulatory AUM (Form ADV, filed 2026-04-27); 5 named decision-makers on file; last checked 10 Nov 2026.

  2. True North Advisors, LLC

    Type: Multi-family office · Location: Dallas, Texas, United States · Focus: Public Equities, Real Estate, Venture Capital and Startups, Hedge Funds · Disclosed assets: $5.4B regulatory AUM (Form ADV, filed 2026-10-30) · Source: SEC filing

    True North Advisors, LLC discloses $5.4B regulatory AUM (Form ADV, filed 2026-10-30); 5 named decision-makers on file; last checked 10 Nov 2026.

  3. 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.

  4. TFO Family Office Partners

    Type: Multi-family office · Location: Phoenix, Arizona, United States · Focus: Public Equities · Disclosed assets: $5.0B regulatory AUM (Form ADV, filed 2026-09-15) · Source: SEC filing

    TFO Family Office Partners discloses $5.0B regulatory AUM (Form ADV, filed 2026-09-15); 5 named decision-makers on file; last checked 10 Nov 2026.

  5. 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.

  6. 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.

  7. BT Family Office, LLC

    Type: Multi-family office · Location: Atlanta, Georgia, United States · Focus: Public Equities, Fixed Income · Disclosed assets: $4.0B regulatory AUM (Form ADV, filed 2026-03-19) · Source: SEC filing

    BT Family Office, LLC discloses $4.0B regulatory AUM (Form ADV, filed 2026-03-19); 1 named decision-maker on file; last checked 10 Nov 2026.

  8. 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.

  9. 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.

  10. 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.

All 274 family offices that invest in public equities: full detail on the first 25

Family officeTypeCityFocusDisclosed assetsSourceCheckedContacts
DFO ManagementSingle family officeNew YorkPublic Equities, Private Equity, Private Credit, Real Estate$102M 13F holdings (Q2 2026)SEC filing10 Nov 20265 names, office email · Unlock
Himanshu Shah Family Office LLCSingle family officeRaleighPublic Equities, Healthcare, Energy$605M 13F holdings (Q3 2026, filed as Shah Capital Management)SEC filing10 Nov 20261 name, office email · Unlock
AG Asset Advisory, LLCMulti-family officeLos AngelesPublic Equities, Fixed Income$440M regulatory AUM (Form ADV, filed 2026-03-05)SEC filing10 Nov 20262 names, office email · Unlock
Al Dhow Holding Company W.L.LSingle family officeShuwaikhPrivate Equity, Direct Investments, Venture Capital and Startups, Public EquitiesOwn site4 Nov 20265 names, office email · Unlock
Al Ghurair Group Family OfficeSingle family officeDubaiPublic Equities, Private Equity, Direct Investments, GeneralistOwn site4 Nov 20261 name, office email · Unlock
Al Khor HoldingSingle family officeDohaPrivate Equity, Public Equities, Real Estate, EnergyOwn site10 Nov 20264 names, office email · Unlock
Al Zarooni Emirates InvestmentsSingle family officeDubaiPrivate Equity, Public Equities, Real Estate, Direct InvestmentsOwn site10 Nov 20265 names, office email · Unlock
Aletheian Wealth Advisors LLCMulti-family officeBellevuePublic Equities, Private Funds, Fixed Income$413M regulatory AUM (Form ADV, filed 2026-02-05)SEC filing10 Nov 20264 names, office email · Unlock
Altman AdvisorsMulti-family officeChicagoPublic Equities, Private Equity, Fixed Income$483M regulatory AUM (Form ADV, filed 2026-10-23)SEC filing10 Nov 20261 name, office email · Unlock
AMK Investment OfficeSingle family officeLondonVenture Capital and Startups, Real Estate, Public Equities, Private FundsOwn site10 Nov 20265 names · Unlock
Ariadne Wealth Management, LPMulti-family officeSanta BarbaraPublic Equities, Private Funds, Private Equity, Real Estate$627M regulatory AUM (Form ADV, filed 2026-03-27)SEC filing10 Nov 20263 names, office email · Unlock
ASG InvestmentsSingle family officeSafatPublic Equities, Private Equity, Venture Capital and Startups, TechnologyOwn site4 Nov 20264 names, office email · Unlock
Avestar Capital, LLCMulti-family officeNew YorkPublic Equities, Private Equity, Real Estate, Private Credit$2.1B regulatory AUM (Form ADV, filed 2026-09-24)SEC filing10 Nov 20263 names, office email · Unlock
Bakala Capital LLCSingle family officeGreenvilleGeneralist, Public Equities, Private Equity, Venture Capital and Startups$23M 13F holdings (Q2 2026)SEC filing5 Nov 20264 names, office email · Unlock
Bayshore CapitalMulti-family officeTampaPublic Equities, Private Equity, Private Funds, Hedge Funds$879M regulatory AUM (Form ADV, filed 2026-06-26)SEC filing10 Nov 20263 names · Unlock
Bluestone Private Wealth, LLCMulti-family officeClevelandPublic Equities, Private Funds$190M regulatory AUM (Form ADV, filed 2026-03-05)SEC filing10 Nov 20262 names, office email · Unlock
BRM HoldingsSingle family officeNew YorkHealthcare, Private Funds, Public Equities, Direct InvestmentsSEC filing10 Nov 2026office email · Unlock
Cambient Family Office, LLCMulti-family officeAdaPublic Equities, Venture Capital and Startups, Real Estate, Direct Investments$858M regulatory AUM (Form ADV, filed 2026-10-30)SEC filing10 Nov 20264 names, office email · Unlock
Capitol Family Office, Inc.Multi-family officeBeavertonPublic Equities$136M regulatory AUM (Form ADV, filed 2026-03-25)SEC filing10 Nov 20262 names, office email · Unlock
Clearwell GroupMulti-family officeTampaPublic Equities, Private Equity, Real Estate, Direct Investments$414M regulatory AUM (Form ADV, filed 2026-04-01)SEC filing10 Nov 20263 names · Unlock
Compound Family Offices, LLCMulti-family officeSarasotaPublic Equities, Private Funds, Fixed Income$541M regulatory AUM (Form ADV, filed 2026-04-23)SEC filing10 Nov 20263 names, office email · Unlock
CWA Asset Management GroupMulti-family officeNaplesPublic Equities, Fixed Income$3.4B 13F holdings (Q3 2026)SEC filing10 Nov 20261 name, office email · Unlock
DAMAC Capital (Sajwani Family Office)Single family officeDubaiVenture Capital and Startups, Private Equity, Public Equities, Private CreditOwn site10 Nov 20264 names, office email · Unlock
Exceptional Wealth & Family OfficeMulti-family officeColorado SpringsPublic Equities$292M regulatory AUM (Form ADV, filed 2026-10-21)SEC filing10 Nov 20261 name, office email · Unlock
Family FinancialMulti-family officeManhattan BeachPublic Equities$280M regulatory AUM (Form ADV, filed 2026-03-30)SEC filing10 Nov 20262 names, office email · Unlock
Five Eleven PartnersSingle family officeGarden CityFocus, assets, source and contacts in the file · Unlock
Halcyon Global AdvisorsMulti-family officeDallasFocus, assets, source and contacts in the file · Unlock
Harbourdale CapitalSingle family officeLondonFocus, assets, source and contacts in the file · Unlock
Highview Capital Management, LLCMulti-family officeBuffalo GroveFocus, assets, source and contacts in the file · Unlock
Ironoak WealthMulti-family officeCedar ParkFocus, assets, source and contacts in the file · Unlock
Legacy Knight MFO, LLCMulti-family officeDallasFocus, assets, source and contacts in the file · Unlock
Longcroft CapitalSingle family officeEdinburghFocus, assets, source and contacts in the file · Unlock
Malco Capital (Mostafa Bin Abdullatif Investments)Single family officeDubaiFocus, assets, source and contacts in the file · Unlock
MASIC (Mohammed I. Alsubeaei & Sons Investment Company)Single family officeRiyadhFocus, assets, source and contacts in the file · Unlock
Matter Family OfficeMulti-family officeSt. LouisFocus, assets, source and contacts in the file · Unlock
Maximai Investment Partners, LLCMulti-family officeCoral GablesFocus, assets, source and contacts in the file · Unlock
Middleton EnterprisesSingle family officeLondonFocus, assets, source and contacts in the file · Unlock
Miller, Gesko & Company Inc.Multi-family officeBuffaloFocus, assets, source and contacts in the file · Unlock
Moment Private WealthMulti-family officeSt. LouisFocus, assets, source and contacts in the file · Unlock
Muse Capital Management LLCMulti-family officeSanta MonicaFocus, assets, source and contacts in the file · Unlock
Nolet Wealth Management, LLCMulti-family officeFort WorthFocus, assets, source and contacts in the file · Unlock
Nuclo WealthMulti-family officeHoustonFocus, assets, source and contacts in the file · Unlock
Proficio Capital Partners LLCMulti-family officeNewtonFocus, assets, source and contacts in the file · Unlock
Prossimo Advisors LLCMulti-family officeSan Luis ObispoFocus, assets, source and contacts in the file · Unlock
Sander Capital Advisors, Inc.Multi-family officeSeattleFocus, assets, source and contacts in the file · Unlock
Sepio Capital, LPMulti-family officeSalt Lake CityFocus, assets, source and contacts in the file · Unlock
Solidarity Wealth, LLCMulti-family officeLehiFocus, assets, source and contacts in the file · Unlock
Steel Grove Capital Advisors, LLCMulti-family officeMemphisFocus, assets, source and contacts in the file · Unlock
Tallwoods Partners, LLCMulti-family officeChicagoFocus, assets, source and contacts in the file · Unlock
Tareem Enterprises For InvestmentSingle family officeRiyadhFocus, assets, source and contacts in the file · Unlock
Twin Focus Capital Partners, LLCMulti-family officeBostonFocus, assets, source and contacts in the file · Unlock
WPA Family Office, LLCMulti-family officeDallasFocus, assets, source and contacts in the file · Unlock
Aaron Wealth AdvisorsMulti-family officeChicagoFocus, assets, source and contacts in the file · Unlock
Abernathy Group II LLCMulti-family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Activ8 Family Office LLCMulti-family officeMcleanFocus, assets, source and contacts in the file · Unlock
Aken CapitalSingle family officeLondonFocus, assets, source and contacts in the file · Unlock
Al Faisal International for InvestmentSingle family officeDohaFocus, assets, source and contacts in the file · Unlock
AlBabtain Investment OfficeSingle family officeKuwait CityFocus, assets, source and contacts in the file · Unlock
Almulla CapitalSingle family officeDubaiFocus, assets, source and contacts in the file · Unlock
American Wealth Advisors, LLCMulti-family officeJohns CreekFocus, assets, source and contacts in the file · Unlock
Amor MaximusSingle family officeLas VegasFocus, assets, source and contacts in the file · Unlock
AMS HoldingsSingle family officeDubaiFocus, assets, source and contacts in the file · Unlock
Anchyra Partners LLCMulti-family officeAtlantaFocus, assets, source and contacts in the file · Unlock
Arrowroot Family Office, LLCMulti-family officeMarina Del ReyFocus, assets, source and contacts in the file · Unlock
AUA Capital Management, LLCSingle family officeMechanicsburgFocus, assets, source and contacts in the file · Unlock
Bab Al TafaniSingle family officeKuwait CityFocus, assets, source and contacts in the file · Unlock
BBR Partners, LLCMulti-family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Belfer Management LLCSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Berggruen HoldingsSingle family officeLos AngelesFocus, assets, source and contacts in the file · Unlock
Boston Family Office LLCMulti-family officeBostonFocus, assets, source and contacts in the file · Unlock
Brainvest Wealth Management LLCMulti-family officeMiamiFocus, assets, source and contacts in the file · Unlock
Breakthru Advisory Services, LLCMulti-family officeMuskegoFocus, assets, source and contacts in the file · Unlock
Broadfin Holdings LLCSingle family officeMelvilleFocus, assets, source and contacts in the file · Unlock
BT Family Office, LLCMulti-family officeAtlantaFocus, assets, source and contacts in the file · Unlock
Callan Family Office, LLCMulti-family officeRadnorFocus, assets, source and contacts in the file · Unlock
Calyx Private OfficeMulti-family officeLondonFocus, assets, source and contacts in the file · Unlock
Certis Capital Management, Inc.Multi-family officeSanta BarbaraFocus, assets, source and contacts in the file · Unlock
Certuity, LLCMulti-family officeNorth Palm BeachFocus, assets, source and contacts in the file · Unlock
Cherry Creek Family OfficesMulti-family officeDenverFocus, assets, source and contacts in the file · Unlock
Chronos Capital Advisors LLCMulti-family officeMiamiFocus, assets, source and contacts in the file · Unlock
Class VI Family Office, LLCMulti-family officeDenverFocus, assets, source and contacts in the file · Unlock
CM Wealth Advisors LLCMulti-family officeBeachwoodFocus, assets, source and contacts in the file · Unlock
Collective Family Office, LLCMulti-family officeYorkFocus, assets, source and contacts in the file · Unlock
Colony Family Offices, LLCMulti-family officeCharlotteFocus, assets, source and contacts in the file · Unlock
Corps Capital Advisors, LLCMulti-family officeSouthlakeFocus, assets, source and contacts in the file · Unlock
Curated Wealth Partners, LLCMulti-family officeEl SegundoFocus, assets, source and contacts in the file · Unlock
Custos Family Office, LLCMulti-family officeAustinFocus, assets, source and contacts in the file · Unlock
CV Advisors LLCMulti-family officeAventuraFocus, assets, source and contacts in the file · Unlock
Destiny Family OfficeMulti-family officeTavaresFocus, assets, source and contacts in the file · Unlock
Domani AdvisorsMulti-family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Eagle Bay Family OfficeMulti-family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Eighteen48 PartnersMulti-family officeLondonFocus, assets, source and contacts in the file · Unlock
Element Pointe Family OfficeMulti-family officeMiamiFocus, assets, source and contacts in the file · Unlock
Evertern Wealth, LLCMulti-family officeNaplesFocus, assets, source and contacts in the file · Unlock
Exponent Wealth LLCMulti-family officeOremFocus, assets, source and contacts in the file · Unlock
Faith Investor ServicesMulti-family officeScottsdaleFocus, assets, source and contacts in the file · Unlock
Family Fiduciary Services, Inc.Multi-family officeBeverlyFocus, assets, source and contacts in the file · Unlock
Family Office Research, LLCMulti-family officeBethesdaFocus, assets, source and contacts in the file · Unlock
Fiduciary Family Office, LLCMulti-family officeBoca RatonFocus, assets, source and contacts in the file · Unlock
Financial Gravity Family Office Services, LLCMulti-family officeLakewayFocus, assets, source and contacts in the file · Unlock
Fortitude Family OfficeMulti-family officeScottsdaleFocus, assets, source and contacts in the file · Unlock
Founders Family OfficeMulti-family officeMiamiFocus, assets, source and contacts in the file · Unlock
G2 Capital Management, LLCMulti-family officeColumbusFocus, assets, source and contacts in the file · Unlock
Haven PrivateMulti-family officeOrlandoFocus, assets, source and contacts in the file · Unlock
Heritage Family Offices, LLPMulti-family officeScottsdaleFocus, assets, source and contacts in the file · Unlock
Hogantaylor WealthMulti-family officeTulsaFocus, assets, source and contacts in the file · Unlock
Hudson Capital Advisory, Inc.Multi-family officeBuffaloFocus, assets, source and contacts in the file · Unlock
Independent Family Office, LLCMulti-family officeAlbanyFocus, assets, source and contacts in the file · Unlock
Integrated Wealth Advisors, LLCMulti-family officeBellevueFocus, assets, source and contacts in the file · Unlock
Iron Financial LLCMulti-family officeNorthbrookFocus, assets, source and contacts in the file · Unlock
JPK CapitalSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Jupiter Wealth Management, LLCMulti-family officeGlendaleFocus, assets, source and contacts in the file · Unlock
Knuff & Company LLCMulti-family officeFoster CityFocus, assets, source and contacts in the file · Unlock
Legacy Bridge Private Family OfficesMulti-family officeWest Des MoinesFocus, assets, source and contacts in the file · Unlock
Longwall Family OfficeMulti-family officeWestportFocus, assets, source and contacts in the file · Unlock
Lountzis Asset Management, LLCMulti-family officeWyomissingFocus, assets, source and contacts in the file · Unlock
Manchester Capital Management LLCMulti-family officeManchesterFocus, assets, source and contacts in the file · Unlock
Momentum CapitalSingle family officeLondonFocus, assets, source and contacts in the file · Unlock
Mountain Hill Investment PartnersMulti-family officeAtlantic HighlandsFocus, assets, source and contacts in the file · Unlock
Muntz Financial, LLCMulti-family officeDoylestownFocus, assets, source and contacts in the file · Unlock
Murbiha CompanySingle family officeRiyadhFocus, assets, source and contacts in the file · Unlock
NLabs Inc.Single family officeNew YorkFocus, assets, source and contacts in the file · Unlock
OchoSingle family officeAustinFocus, assets, source and contacts in the file · Unlock
Offit CapitalMulti-family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Ohana AdvisorsMulti-family officeSan RafaelFocus, assets, source and contacts in the file · Unlock
Okabena Investment Services IncMulti-family officeMinneapolisFocus, assets, source and contacts in the file · Unlock
Olayan Financing Company (The Olayan Group)Single family officeRiyadhFocus, assets, source and contacts in the file · Unlock
Optivest, Inc.Multi-family officeSan Juan CapistranoFocus, assets, source and contacts in the file · Unlock
Osbon Capital Management, LLCMulti-family officeBostonFocus, assets, source and contacts in the file · Unlock
Outrunner Capital, LLCMulti-family officeAustinFocus, assets, source and contacts in the file · Unlock
Papamarkou Wellner Perkin AdvisorsMulti-family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Parkview US LLCMulti-family officeNew YorkFocus, assets, source and contacts in the file · Unlock
PathstoneMulti-family officeEnglewoodFocus, assets, source and contacts in the file · Unlock
Permcap Investment OfficeMulti-family officeCharlestonFocus, assets, source and contacts in the file · Unlock
Pine Ridge Advisers LLCMulti-family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Pioneer Family Office, LLCMulti-family officeNorth Miami BeachFocus, assets, source and contacts in the file · Unlock
PMG Family Office, LLCMulti-family officePlanoFocus, assets, source and contacts in the file · Unlock
Quattro Financial AdvisorsMulti-family officeThe WoodlandsFocus, assets, source and contacts in the file · Unlock
RBF Capital, LLCSingle family officeRenoFocus, assets, source and contacts in the file · Unlock
Real Capital LondonSingle family officeUnited KingdomFocus, assets, source and contacts in the file · Unlock
Riverglades Family Offices, LLCMulti-family officeNaplesFocus, assets, source and contacts in the file · Unlock
RPG Family Wealth Advisory, LLCMulti-family officeBurlingtonFocus, assets, source and contacts in the file · Unlock
RZM InvestmentSingle family officeRiyadhFocus, assets, source and contacts in the file · Unlock
Sahara Investment GroupMulti-family officeLas VegasFocus, assets, source and contacts in the file · Unlock
Seneschal Family OfficeMulti-family officeTacomaFocus, assets, source and contacts in the file · Unlock
Sentry, LLCMulti-family officeMemphisFocus, assets, source and contacts in the file · Unlock
Sestante Family OfficeMulti-family officeCoronadoFocus, assets, source and contacts in the file · Unlock
Shade Tree Advisors LLCMulti-family officeSaratoga SpringsFocus, assets, source and contacts in the file · Unlock
Soros Fund Management LLCSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Stenger Family Office, LLCMulti-family officeNapervilleFocus, assets, source and contacts in the file · Unlock
Stokes Family Office LLCMulti-family officeNew OrleansFocus, assets, source and contacts in the file · Unlock
Storyone Family OfficeMulti-family officeOverland ParkFocus, assets, source and contacts in the file · Unlock
Strategic Wealth Partners, Ltd.Multi-family officeIndependenceFocus, assets, source and contacts in the file · Unlock
Summer RoadSingle family officeWest Palm BeachFocus, assets, source and contacts in the file · Unlock
Superior Planning Wealth Management & Family OfficeMulti-family officeSan DiegoFocus, assets, source and contacts in the file · Unlock
Tarbox Family Office, Inc.Multi-family officeNewport BeachFocus, assets, source and contacts in the file · Unlock
Taylor Frigon Family Office, LLCMulti-family officeScottsdaleFocus, assets, source and contacts in the file · Unlock
TFO Family Office PartnersMulti-family officePhoenixFocus, assets, source and contacts in the file · Unlock
The Coury FirmMulti-family officePittsburghFocus, assets, source and contacts in the file · Unlock
Third Security, LLCSingle family officeRadfordFocus, assets, source and contacts in the file · Unlock
Tiempo Capital PartnersMulti-family officeMiamiFocus, assets, source and contacts in the file · Unlock
Tillman Hartley LLCMulti-family officeDenverFocus, assets, source and contacts in the file · Unlock
TimonierMulti-family officeWinston SalemFocus, assets, source and contacts in the file · Unlock
Tolleson Wealth Management, Inc.Multi-family officeDallasFocus, assets, source and contacts in the file · Unlock
TRB Advisors LPSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Treasure Valley Financial PlanningMulti-family officeMeridianFocus, assets, source and contacts in the file · Unlock
Tred Avon Family Wealth, LLCMulti-family officeEastonFocus, assets, source and contacts in the file · Unlock
True North Advisors, LLCMulti-family officeDallasFocus, assets, source and contacts in the file · Unlock
Ulysses ManagementSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Vantage Investment Partners, LLCSingle family officeKansas CityFocus, assets, source and contacts in the file · Unlock
VeddisSingle family officeLondonFocus, assets, source and contacts in the file · Unlock
Ver3Single family officeLondonFocus, assets, source and contacts in the file · Unlock
Virtus Family OfficeMulti-family officeEl PasoFocus, assets, source and contacts in the file · Unlock
Wautier Family OfficeSingle family officeLondonFocus, assets, source and contacts in the file · Unlock
WE Family OfficesMulti-family officeCoral GablesFocus, assets, source and contacts in the file · Unlock
Westmore Asset ManagementMulti-family officePearl RiverFocus, assets, source and contacts in the file · Unlock
Whitford Management LLCSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Wilks Brothers, LLCSingle family officeCiscoFocus, assets, source and contacts in the file · Unlock
Xception Family OfficeMulti-family officeAtlantaFocus, assets, source and contacts in the file · Unlock
Alpha Capital Family Office, LLCMulti-family officeGreenwood VillageFocus, assets, source and contacts in the file · Unlock
AMISON SFO DMCCSingle family officeDubaiFocus, assets, source and contacts in the file · Unlock
Angeles Family OfficeMulti-family officeSanta MonicaFocus, assets, source and contacts in the file · Unlock
Biltmore Family Office, LLCMulti-family officeCharlotteFocus, assets, source and contacts in the file · Unlock
BMO Family Office, LLCMulti-family officeChicagoFocus, assets, source and contacts in the file · Unlock
Cole Wealth Management, LLCMulti-family officeScottsdaleFocus, assets, source and contacts in the file · Unlock
CVA Family Office, LLCSingle family officeDenverFocus, assets, source and contacts in the file · Unlock
Daher Investments (Daher Investment Management Limited)Single family officeDubaiFocus, assets, source and contacts in the file · Unlock
Dauntless Investment Group, LLCSingle family officeMilfordFocus, assets, source and contacts in the file · Unlock
EMC2 CapitalSingle family officeSanta BarbaraFocus, assets, source and contacts in the file · Unlock
EMFO, LLC (Emerald Multi-Family Office)Multi-family officeWestonFocus, assets, source and contacts in the file · Unlock
Evolution Capital Management LLCSingle family officeLos AngelesFocus, assets, source and contacts in the file · Unlock
Factory Capital LLCMulti-family officeLos AngelesFocus, assets, source and contacts in the file · Unlock
Family Asset ManagementMulti-family officeCharlestonFocus, assets, source and contacts in the file · Unlock
Fifth Avenue Family OfficeMulti-family officeNaplesFocus, assets, source and contacts in the file · Unlock
Goldman Capital Management IncSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Gruss & Co., LLCSingle family officeWest Palm BeachFocus, assets, source and contacts in the file · Unlock
Hellman, Jordan Management Co., Inc.Single family officeQuincyFocus, assets, source and contacts in the file · Unlock
HF CapitalSingle family officeKnoxvilleFocus, assets, source and contacts in the file · Unlock
Hutner Capital Management Inc.Multi-family officeManchesterFocus, assets, source and contacts in the file · Unlock
Intrepid Family Office LLCSingle family officeSarasotaFocus, assets, source and contacts in the file · Unlock
IPQ CapitalSingle family officeLondonFocus, assets, source and contacts in the file · Unlock
J Leon GroupSingle family officeLondonFocus, assets, source and contacts in the file · Unlock
Jake P. Noch Family Office, LLCSingle family officeUnited StatesFocus, assets, source and contacts in the file · Unlock
Jeffrey Management CoSingle family officeColumbusFocus, assets, source and contacts in the file · Unlock
Joho Capital LLCSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
JS Capital Management LLCSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Kanoo Global Investments (KGI)Single family officeManamaFocus, assets, source and contacts in the file · Unlock
Kelleher Financial Advisors, LLCMulti-family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Kokino LLCSingle family officeStamfordFocus, assets, source and contacts in the file · Unlock
Kopp Family Office, LLCSingle family officeMinnetonkaFocus, assets, source and contacts in the file · Unlock
McCutchen GroupMulti-family officeSeattleFocus, assets, source and contacts in the file · Unlock
MILFAM LLCSingle family officeStuartFocus, assets, source and contacts in the file · Unlock
Oakmont CorporationSingle family officeLos AngelesFocus, assets, source and contacts in the file · Unlock
Oikos Holdings LLCSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Pitcairn CompanyMulti-family officeConshohockenFocus, assets, source and contacts in the file · Unlock
Pointone Family OfficeMulti-family officeManhattan BeachFocus, assets, source and contacts in the file · Unlock
Port Capital LLCMulti-family officeChicagoFocus, assets, source and contacts in the file · Unlock
Puffin PointSingle family officeLondonFocus, assets, source and contacts in the file · Unlock
Redwood SFO LimitedSingle family officeDubaiFocus, assets, source and contacts in the file · Unlock
Saul Wealth Advisors, LLCMulti-family officeMiamiFocus, assets, source and contacts in the file · Unlock
SKH Private Family Office LimitedSingle family officeDubaiFocus, assets, source and contacts in the file · Unlock
Stable Road CapitalSingle family officePaiaFocus, assets, source and contacts in the file · Unlock
Standard Family Office, LLCMulti-family officeSioux FallsFocus, assets, source and contacts in the file · Unlock
Tarsadia InvestmentsSingle family officeNewport BeachFocus, assets, source and contacts in the file · Unlock
Three Bridge Wealth AdvisorsMulti-family officeLos AltosFocus, assets, source and contacts in the file · Unlock
Tiger Management L.L.C.Single family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Truehaven CapitalMulti-family officeFranklinFocus, assets, source and contacts in the file · Unlock
Wealthgate Family Office, LLCSingle family officeBoulderFocus, assets, source and contacts in the file · Unlock
West Family Investments, Inc.Single family officeCarlsbadFocus, assets, source and contacts in the file · Unlock
Willett AdvisorsSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Willoughby Capital Holdings, LLCSingle family officeGreenwichFocus, assets, source and contacts in the file · Unlock
Altair US, LLCSingle family officeSanta RosaFocus, assets, source and contacts in the file · Unlock
Ayon CapitalSingle family officeTampaFocus, assets, source and contacts in the file · Unlock
Benjamin Partners LLCSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Bess Ventures & AdvisorySingle family officeMiami BeachFocus, assets, source and contacts in the file · Unlock
Bessemer TrustMulti-family officeWoodbridgeFocus, assets, source and contacts in the file · Unlock
Blue Haven InitiativeSingle family officeUnited StatesFocus, assets, source and contacts in the file · Unlock
BoulderadoSingle family officeBostonFocus, assets, source and contacts in the file · Unlock
Double Eagle Family Offices, LLCMulti-family officeFort WorthFocus, assets, source and contacts in the file · Unlock
Duquesne Family Office LLCSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
EF Capital ManagementSingle family officeWilmingtonFocus, assets, source and contacts in the file · Unlock
Family Office Investment Advisory LLCMulti-family officeScottsdaleFocus, assets, source and contacts in the file · Unlock
Foris VenturesSingle family officeSan CarlosFocus, assets, source and contacts in the file · Unlock
Goff CapitalSingle family officeFort WorthFocus, assets, source and contacts in the file · Unlock
Gwynella CapitalSingle family officeUnited StatesFocus, assets, source and contacts in the file · Unlock
LeoniteSingle family officeUpper Saddle RiverFocus, assets, source and contacts in the file · Unlock
Malkin HoldingsSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
MFP InvestorsSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
RFA Management Company, LLCSingle family officeAtlantaFocus, assets, source and contacts in the file · Unlock
Sansome PartnersSingle family officeSan FranciscoFocus, assets, source and contacts in the file · Unlock
Schooner Capital LLCSingle family officeBostonFocus, assets, source and contacts in the file · Unlock
Sebastes CapitalSingle family officeSan FranciscoFocus, assets, source and contacts in the file · Unlock
Senwan Family Office LimitedSingle family officeDubaiFocus, assets, source and contacts in the file · Unlock
SlewgrassSingle family officeTiburonFocus, assets, source and contacts in the file · Unlock
Unterberg Legacy CapitalMulti-family officeUnited StatesFocus, assets, source and contacts in the file · Unlock
Wellspring Family OfficeMulti-family officeClevelandFocus, assets, source and contacts in the file · Unlock
Ziff Brothers InvestmentsSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
AFH HoldingSingle family officeCalabasasFocus, assets, source and contacts in the file · Unlock
East Asset ManagementSingle family officeBoca RatonFocus, assets, source and contacts in the file · Unlock
Holder Enterprises, LLCSingle family officeUnited StatesFocus, assets, source and contacts in the file · Unlock
Jasper Lake LLCSingle family officeUnited StatesFocus, assets, source and contacts in the file · Unlock
JAWS Estates Capital LLCSingle family officeUnited StatesFocus, assets, source and contacts in the file · Unlock
Jefferson RiverSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Levy Family PartnersSingle family officeChicagoFocus, assets, source and contacts in the file · Unlock
Primarius CapitalSingle family officeSan FranciscoFocus, assets, source and contacts in the file · Unlock
Schultz InvestmentSingle family officeUnited StatesFocus, assets, source and contacts in the file · Unlock
SIAR CapitalSingle family officeNew YorkFocus, assets, source and contacts in the file · Unlock
Duggan InvestmentsSingle family officeUnited StatesFocus, assets, source and contacts in the file · Unlock
Dunne Manning Inc.Single family officeUnited StatesFocus, assets, source and contacts in the file · Unlock
IHSV, Inc.Single family officeUnited StatesFocus, assets, source and contacts in the file · Unlock
L InvestmentsSingle family officeUnited StatesFocus, assets, source and contacts in the file · Unlock
S3 Management LLCSingle family officeUnited StatesFocus, assets, source and contacts in the file · Unlock
Tannenbaum Family OfficeSingle family officeUnited StatesFocus, assets, source and contacts in the file · Unlock
Taurus Capital Partners LLCSingle family officeUnited StatesFocus, assets, source and contacts in the file · Unlock

You are seeing every office name, with full detail on 25 of 274. The file adds the detail for the other 249, 544 named decision-makers and 63 office emails.

Get all 274 offices and 544 named contacts, $1,495

This list is over 100 rows, so it is delivered inside Complete file. One-time payment. No subscription. No account.

Or get the free sample.

Need fewer rows than the whole file? The family office matching tool, opened here for public equities, builds a shortlist of up to 100 matching family offices for $149, one-time.

How these 274 break down

By city

CityOn this listShare
New York3212%
London135%
Dubai114%
Chicago62%
Miami62%
Scottsdale62%
Los Angeles52%
Dallas52%
Riyadh52%
Boston52%

Full lists, each with its own row count: Family offices in London (90)Family offices in Dubai and the UAE (65)Family offices in Miami and South Florida (23)Family offices in Los Angeles (20)Family offices in Boston (10)

By US state

US stateOn this listShare
New York3914%
California3111%
Florida2911%
Texas197%
Illinois93%
Massachusetts93%
Colorado83%
Pennsylvania73%
Arizona73%
Ohio62%

Full lists, each with its own row count: Family offices in New York (68)Family offices in California (56)Family offices in Florida (40)Family offices in Texas (45)Family offices in Chicago and Illinois (17)Family offices in Massachusetts (13)Family offices in Colorado (15)

By region

RegionOn this listShare
United States23686%
Gulf238%
United Kingdom155%

Full lists, each with its own row count: Family offices in the United States (481)Family offices in the Gulf (85)Family offices in the United Kingdom (157)

By type

TypeOn this listShare
Multi-family office15456%
Single family office12044%

Method and limits

Source
235 of the 274 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 public equities 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 274 rows: focus 274, website 215, disclosed assets 183. In the paid file: named decision-makers on 229 rows, office email on 63, LinkedIn page on 60.
Corrections
Email hello@familyofficeroster.com or use the update form. We act within 5 working days.

How we verify

Questions

How many family offices that invest in public equities are there?

We list 274 as of November 2026: 120 single family offices and 154 multi-family offices that name public equities as a focus on their own site or in a filing.

Where are family offices that invest in public equities based?

On this list: United States (236), Gulf (23) and United Kingdom (15). The most common cities are New York (32), London (13) and Dubai (11).

How do I contact family offices that invest in public equities?

229 of the 274 offices name at least one decision-maker in a public source and 63 publish an office email; Financial Gravity Family Office Services, LLC names the most people (6). The file holds all 544 names with their roles. We list addresses the office publishes itself, never personal emails.

How many family offices that invest in public equities are single family offices and how many are multi-family offices?

120 single and 154 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: AG Asset Advisory, LLC is one.

Where does the data on family offices that invest in public equities come from?

235 of the 274 offices come from an SEC filing (Form ADV or 13F) and 39 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.

Not sure this is the right list? Describe your raise in the family office matching tool and get a shortlist. The link opens it set to public equities. Guide: how to find family offices. Markdown version of this page.

Check the quality first

A free sample of 25 family offices, every column, with sources and dates.

Instant download. We keep your email as a record of the request. Privacy notice.