--- title: "274 Family Offices that Invest in Public Equities (Nov 2026)" last_updated: "2026-11-10" rows: "274" free_rows: "25" source: "SEC Form D filings and our own research" canonical: "https://familyofficeroster.com/lists/family-offices-that-invest-in-public-equities/" --- # 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. - 274 family offices - 120 / 154 single / multi-family - 55 with startups or venture as a stated focus - 544 named decision-makers on file ## All 274 family offices that invest in public equities: 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/ | | Himanshu Shah Family Office LLC | Single family office | Raleigh | Public Equities, Healthcare, Energy | $605M 13F holdings (Q3 2026, filed as Shah Capital Management) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/himanshu-shah-family-office/ | | AG Asset Advisory, LLC | Multi-family office | Los Angeles | Public Equities, Fixed Income | $440M regulatory AUM (Form ADV, filed 2026-03-05) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/ag-asset-advisory/ | | Al Dhow Holding Company W.L.L | Single family office | Shuwaikh | Private Equity, Direct Investments, Venture Capital and Startups, Public Equities | | Own site | 2026-11-04 | https://familyofficeroster.com/family-offices/kw-al-dhow-holding/ | | Al Ghurair Group Family Office | Single family office | Dubai | Public Equities, Private Equity, Direct Investments, Generalist | | Own site | 2026-11-04 | https://familyofficeroster.com/family-offices/ae-al-ghurair-family-office/ | | Al Khor Holding | Single family office | Doha | Private Equity, Public Equities, Real Estate, Energy | | Own site | 2026-11-10 | https://familyofficeroster.com/family-offices/qa-al-khor-holding/ | | Al Zarooni Emirates Investments | Single family office | Dubai | Private Equity, Public Equities, Real Estate, Direct Investments | | Own site | 2026-11-10 | https://familyofficeroster.com/family-offices/ae-al-zarooni-emirates-investments/ | | Aletheian Wealth Advisors LLC | Multi-family office | Bellevue | Public Equities, Private Funds, Fixed Income | $413M regulatory AUM (Form ADV, filed 2026-02-05) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/aletheian-wealth-advisors/ | | 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/ | | AMK Investment Office | Single family office | London | Venture Capital and Startups, Real Estate, Public Equities, Private Funds | | Own site | 2026-11-10 | https://familyofficeroster.com/family-offices/amk-investment-office/ | | 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/ | | ASG Investments | Single family office | Safat | Public Equities, Private Equity, Venture Capital and Startups, Technology | | Own site | 2026-11-04 | https://familyofficeroster.com/family-offices/kw-asg-investments/ | | 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/ | | Bluestone Private Wealth, LLC | Multi-family office | Cleveland | Public Equities, Private Funds | $190M regulatory AUM (Form ADV, filed 2026-03-05) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/bluestone-private-wealth/ | | BRM Holdings | Single family office | New York | Healthcare, Private Funds, Public Equities, Direct Investments | | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/brm-holdings/ | | Cambient Family Office, LLC | Multi-family office | Ada | Public Equities, Venture Capital and Startups, Real Estate, Direct Investments | $858M regulatory AUM (Form ADV, filed 2026-10-30) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/cambient-family-office/ | | Capitol Family Office, Inc. | Multi-family office | Beaverton | Public Equities | $136M regulatory AUM (Form ADV, filed 2026-03-25) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/capitol-family-office/ | | 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/ | | Compound Family Offices, LLC | Multi-family office | Sarasota | Public Equities, Private Funds, Fixed Income | $541M regulatory AUM (Form ADV, filed 2026-04-23) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/compound-family-offices/ | | CWA Asset Management Group | Multi-family office | Naples | Public Equities, Fixed Income | $3.4B 13F holdings (Q3 2026) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/cwa-asset-management-group/ | | DAMAC Capital (Sajwani Family Office) | Single family office | Dubai | Venture Capital and Startups, Private Equity, Public Equities, Private Credit | | Own site | 2026-11-10 | https://familyofficeroster.com/family-offices/ae-damac-capital/ | | Exceptional Wealth & Family Office | Multi-family office | Colorado Springs | Public Equities | $292M regulatory AUM (Form ADV, filed 2026-10-21) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/exceptional-wealth-family-office/ | | Family Financial | Multi-family office | Manhattan Beach | Public Equities | $280M regulatory AUM (Form ADV, filed 2026-03-30) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/family-financial/ | Other offices on this list (name, type, city): - Five Eleven Partners, Single family office, Garden City - Halcyon Global Advisors, Multi-family office, Dallas - Harbourdale Capital, Single family office, London - Highview Capital Management, LLC, Multi-family office, Buffalo Grove - Ironoak Wealth, Multi-family office, Cedar Park - Legacy Knight MFO, LLC, Multi-family office, Dallas - Longcroft Capital, Single family office, Edinburgh - Malco Capital (Mostafa Bin Abdullatif Investments), Single family office, Dubai - MASIC (Mohammed I. Alsubeaei & Sons Investment Company), Single family office, Riyadh - Matter Family Office, Multi-family office, St. Louis - Maximai Investment Partners, LLC, Multi-family office, Coral Gables - Middleton Enterprises, Single family office, London - Miller, Gesko & Company Inc., Multi-family office, Buffalo - Moment Private Wealth, Multi-family office, St. Louis - Muse Capital Management LLC, Multi-family office, Santa Monica - Nolet Wealth Management, LLC, Multi-family office, Fort Worth - Nuclo Wealth, Multi-family office, Houston - Proficio Capital Partners LLC, Multi-family office, Newton - Prossimo Advisors LLC, Multi-family office, San Luis Obispo - Sander Capital Advisors, Inc., Multi-family office, Seattle - Sepio Capital, LP, Multi-family office, Salt Lake City - Solidarity Wealth, LLC, Multi-family office, Lehi - Steel Grove Capital Advisors, LLC, Multi-family office, Memphis - Tallwoods Partners, LLC, Multi-family office, Chicago - Tareem Enterprises For Investment, Single family office, Riyadh - Twin Focus Capital Partners, LLC, Multi-family office, Boston - WPA Family Office, LLC, Multi-family office, Dallas - Aaron Wealth Advisors, Multi-family office, Chicago - Abernathy Group II LLC, Multi-family office, New York - Activ8 Family Office LLC, Multi-family office, Mclean - Aken Capital, Single family office, London - Al Faisal International for Investment, Single family office, Doha - AlBabtain Investment Office, Single family office, Kuwait City - Almulla Capital, Single family office, Dubai - American Wealth Advisors, LLC, Multi-family office, Johns Creek - Amor Maximus, Single family office, Las Vegas - AMS Holdings, Single family office, Dubai - Anchyra Partners LLC, Multi-family office, Atlanta - Arrowroot Family Office, LLC, Multi-family office, Marina Del Rey - AUA Capital Management, LLC, Single family office, Mechanicsburg - Bab Al Tafani, Single family office, Kuwait City - BBR Partners, LLC, Multi-family office, New York - Belfer Management LLC, Single family office, New York - Berggruen Holdings, Single family office, Los Angeles - Boston Family Office LLC, Multi-family office, Boston - Brainvest Wealth Management LLC, Multi-family office, Miami - Breakthru Advisory Services, LLC, Multi-family office, Muskego - Broadfin Holdings LLC, Single family office, Melville - BT Family Office, LLC, Multi-family office, Atlanta - Callan Family Office, LLC, Multi-family office, Radnor - Calyx Private Office, Multi-family office, London - Certis Capital Management, Inc., Multi-family office, Santa Barbara - Certuity, LLC, Multi-family office, North Palm Beach - Cherry Creek Family Offices, Multi-family office, Denver - Chronos Capital Advisors LLC, Multi-family office, Miami - Class VI Family Office, LLC, Multi-family office, Denver - CM Wealth Advisors LLC, Multi-family office, Beachwood - Collective Family Office, LLC, Multi-family office, York - Colony Family Offices, LLC, Multi-family office, Charlotte - Corps Capital Advisors, LLC, Multi-family office, Southlake - Curated Wealth Partners, LLC, Multi-family office, El Segundo - Custos Family Office, LLC, Multi-family office, Austin - CV Advisors LLC, Multi-family office, Aventura - Destiny Family Office, Multi-family office, Tavares - Domani Advisors, Multi-family office, New York - Eagle Bay Family Office, Multi-family office, New York - Eighteen48 Partners, Multi-family office, London - Element Pointe Family Office, Multi-family office, Miami - Evertern Wealth, LLC, Multi-family office, Naples - Exponent Wealth LLC, Multi-family office, Orem - Faith Investor Services, Multi-family office, Scottsdale - Family Fiduciary Services, Inc., Multi-family office, Beverly - Family Office Research, LLC, Multi-family office, Bethesda - Fiduciary Family Office, LLC, Multi-family office, Boca Raton - Financial Gravity Family Office Services, LLC, Multi-family office, Lakeway - Fortitude Family Office, Multi-family office, Scottsdale - Founders Family Office, Multi-family office, Miami - G2 Capital Management, LLC, Multi-family office, Columbus - Haven Private, Multi-family office, Orlando - Heritage Family Offices, LLP, Multi-family office, Scottsdale - Hogantaylor Wealth, Multi-family office, Tulsa - Hudson Capital Advisory, Inc., Multi-family office, Buffalo - Independent Family Office, LLC, Multi-family office, Albany - Integrated Wealth Advisors, LLC, Multi-family office, Bellevue - Iron Financial LLC, Multi-family office, Northbrook - JPK Capital, Single family office, New York - Jupiter Wealth Management, LLC, Multi-family office, Glendale - Knuff & Company LLC, Multi-family office, Foster City - Legacy Bridge Private Family Offices, Multi-family office, West Des Moines - Longwall Family Office, Multi-family office, Westport - Lountzis Asset Management, LLC, Multi-family office, Wyomissing - Manchester Capital Management LLC, Multi-family office, Manchester - Momentum Capital, Single family office, London - Mountain Hill Investment Partners, Multi-family office, Atlantic Highlands - Muntz Financial, LLC, Multi-family office, Doylestown - Murbiha Company, Single family office, Riyadh - NLabs Inc., Single family office, New York - Ocho, Single family office, Austin - Offit Capital, Multi-family office, New York - Ohana Advisors, Multi-family office, San Rafael - Okabena Investment Services Inc, Multi-family office, Minneapolis - Olayan Financing Company (The Olayan Group), Single family office, Riyadh - Optivest, Inc., Multi-family office, San Juan Capistrano - Osbon Capital Management, LLC, Multi-family office, Boston - Outrunner Capital, LLC, Multi-family office, Austin - Papamarkou Wellner Perkin Advisors, Multi-family office, New York - Parkview US LLC, Multi-family office, New York - Pathstone, Multi-family office, Englewood - Permcap Investment Office, Multi-family office, Charleston - Pine Ridge Advisers LLC, Multi-family office, New York - Pioneer Family Office, LLC, Multi-family office, North Miami Beach - PMG Family Office, LLC, Multi-family office, Plano - Quattro Financial Advisors, Multi-family office, The Woodlands - RBF Capital, LLC, Single family office, Reno - Real Capital London, Single family office, United Kingdom - Riverglades Family Offices, LLC, Multi-family office, Naples - RPG Family Wealth Advisory, LLC, Multi-family office, Burlington - RZM Investment, Single family office, Riyadh - Sahara Investment Group, Multi-family office, Las Vegas - Seneschal Family Office, Multi-family office, Tacoma - Sentry, LLC, Multi-family office, Memphis - Sestante Family Office, Multi-family office, Coronado - Shade Tree Advisors LLC, Multi-family office, Saratoga Springs - Soros Fund Management LLC, Single family office, New York - Stenger Family Office, LLC, Multi-family office, Naperville - Stokes Family Office LLC, Multi-family office, New Orleans - Storyone Family Office, Multi-family office, Overland Park - Strategic Wealth Partners, Ltd., Multi-family office, Independence - Summer Road, Single family office, West Palm Beach - Superior Planning Wealth Management & Family Office, Multi-family office, San Diego - Tarbox Family Office, Inc., Multi-family office, Newport Beach - Taylor Frigon Family Office, LLC, Multi-family office, Scottsdale - TFO Family Office Partners, Multi-family office, Phoenix - The Coury Firm, Multi-family office, Pittsburgh - Third Security, LLC, Single family office, Radford - Tiempo Capital Partners, Multi-family office, Miami - Tillman Hartley LLC, Multi-family office, Denver - Timonier, Multi-family office, Winston Salem - Tolleson Wealth Management, Inc., Multi-family office, Dallas - TRB Advisors LP, Single family office, New York - Treasure Valley Financial Planning, Multi-family office, Meridian - Tred Avon Family Wealth, LLC, Multi-family office, Easton - True North Advisors, LLC, Multi-family office, Dallas - Ulysses Management, Single family office, New York - Vantage Investment Partners, LLC, Single family office, Kansas City - Veddis, Single family office, London - Ver3, Single family office, London - Virtus Family Office, Multi-family office, El Paso - Wautier Family Office, Single family office, London - WE Family Offices, Multi-family office, Coral Gables - Westmore Asset Management, Multi-family office, Pearl River - Whitford Management LLC, Single family office, New York - Wilks Brothers, LLC, Single family office, Cisco - Xception Family Office, Multi-family office, Atlanta - Alpha Capital Family Office, LLC, Multi-family office, Greenwood Village - AMISON SFO DMCC, Single family office, Dubai - Angeles Family Office, Multi-family office, Santa Monica - Biltmore Family Office, LLC, Multi-family office, Charlotte - BMO Family Office, LLC, Multi-family office, Chicago - Cole Wealth Management, LLC, Multi-family office, Scottsdale - CVA Family Office, LLC, Single family office, Denver - Daher Investments (Daher Investment Management Limited), Single family office, Dubai - Dauntless Investment Group, LLC, Single family office, Milford - EMC2 Capital, Single family office, Santa Barbara - EMFO, LLC (Emerald Multi-Family Office), Multi-family office, Weston - Evolution Capital Management LLC, Single family office, Los Angeles - Factory Capital LLC, Multi-family office, Los Angeles - Family Asset Management, Multi-family office, Charleston - Fifth Avenue Family Office, Multi-family office, Naples - Goldman Capital Management Inc, Single family office, New York - Gruss & Co., LLC, Single family office, West Palm Beach - Hellman, Jordan Management Co., Inc., Single family office, Quincy - HF Capital, Single family office, Knoxville - Hutner Capital Management Inc., Multi-family office, Manchester - Intrepid Family Office LLC, Single family office, Sarasota - IPQ Capital, Single family office, London - J Leon Group, Single family office, London - Jake P. Noch Family Office, LLC, Single family office, United States - Jeffrey Management Co, Single family office, Columbus - Joho Capital LLC, Single family office, New York - JS Capital Management LLC, Single family office, New York - Kanoo Global Investments (KGI), Single family office, Manama - Kelleher Financial Advisors, LLC, Multi-family office, New York - Kokino LLC, Single family office, Stamford - Kopp Family Office, LLC, Single family office, Minnetonka - McCutchen Group, Multi-family office, Seattle - MILFAM LLC, Single family office, Stuart - Oakmont Corporation, Single family office, Los Angeles - Oikos Holdings LLC, Single family office, New York - Pitcairn Company, Multi-family office, Conshohocken - Pointone Family Office, Multi-family office, Manhattan Beach - Port Capital LLC, Multi-family office, Chicago - Puffin Point, Single family office, London - Redwood SFO Limited, Single family office, Dubai - Saul Wealth Advisors, LLC, Multi-family office, Miami - SKH Private Family Office Limited, Single family office, Dubai - Stable Road Capital, Single family office, Paia - Standard Family Office, LLC, Multi-family office, Sioux Falls - Tarsadia Investments, Single family office, Newport Beach - Three Bridge Wealth Advisors, Multi-family office, Los Altos - Tiger Management L.L.C., Single family office, New York - Truehaven Capital, Multi-family office, Franklin - Wealthgate Family Office, LLC, Single family office, Boulder - West Family Investments, Inc., Single family office, Carlsbad - Willett Advisors, Single family office, New York - Willoughby Capital Holdings, LLC, Single family office, Greenwich - Altair US, LLC, Single family office, Santa Rosa - Ayon Capital, Single family office, Tampa - Benjamin Partners LLC, Single family office, New York - Bess Ventures & Advisory, Single family office, Miami Beach - Bessemer Trust, Multi-family office, Woodbridge - Blue Haven Initiative, Single family office, United States - Boulderado, Single family office, Boston - Double Eagle Family Offices, LLC, Multi-family office, Fort Worth - Duquesne Family Office LLC, Single family office, New York - EF Capital Management, Single family office, Wilmington - Family Office Investment Advisory LLC, Multi-family office, Scottsdale - Foris Ventures, Single family office, San Carlos - Goff Capital, Single family office, Fort Worth - Gwynella Capital, Single family office, United States - Leonite, Single family office, Upper Saddle River - Malkin Holdings, Single family office, New York - MFP Investors, Single family office, New York - RFA Management Company, LLC, Single family office, Atlanta - Sansome Partners, Single family office, San Francisco - Schooner Capital LLC, Single family office, Boston - Sebastes Capital, Single family office, San Francisco - Senwan Family Office Limited, Single family office, Dubai - Slewgrass, Single family office, Tiburon - Unterberg Legacy Capital, Multi-family office, United States - Wellspring Family Office, Multi-family office, Cleveland - Ziff Brothers Investments, Single family office, New York - AFH Holding, Single family office, Calabasas - East Asset Management, Single family office, Boca Raton - Holder Enterprises, LLC, Single family office, United States - Jasper Lake LLC, Single family office, United States - JAWS Estates Capital LLC, Single family office, United States - Jefferson River, Single family office, New York - Levy Family Partners, Single family office, Chicago - Primarius Capital, Single family office, San Francisco - Schultz Investment, Single family office, United States - SIAR Capital, Single family office, New York - Duggan Investments, Single family office, United States - Dunne Manning Inc., Single family office, United States - IHSV, Inc., Single family office, United States - L Investments, Single family office, United States - S3 Management LLC, Single family office, United States - Tannenbaum Family Office, Single family office, United States - Taurus Capital Partners LLC, Single family office, United States 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, one-time: https://familyofficeroster.com/buy/bundle This page: https://familyofficeroster.com/lists/family-offices-that-invest-in-public-equities/ ## 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. - 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. ## 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.