Family Office Roster

How we verify every row

The November 2026 edition of Family Office Roster holds 724 family offices. Every row was checked between 4 Nov 2026 and 10 Nov 2026, and each one keeps that date and the pages or filings we used.

Sources we use

Sources we never use

Other investor databases, scraped contact lists, or sales-data tools whose terms ban resale.

Column by column

These are the columns of the paid file, grouped by where their values come from, with how many of the 724 rows have one. A blank cell means we found no public source, not that we guessed.

ColumnWhere the value comes fromRows that have it
Name, type and country
File columns: Name, Type, Country
The register or filing that lists the office, checked against its own website.724 of 724 (100%)
City
File columns: State or region, City
The office address on the filing, the register or the office's own site.607 of 724 (84%)
WebsiteThe office's own site. We record whether it answered on the day we checked.387 of 724 (53%)
DescriptionWritten by us from the office's own website and filings.724 of 724 (100%)
Investment focusOur research, from the office's own site, its filings and the deals it has announced.489 of 724 (68%)
Office email
File columns: Firm email, Email domain check
The office's own published contact address, never a personal address for a UK or EU person. We test that the domain has a mail server (62 pass); we do not test the mailbox.129 of 724 (18%)
Decision-makersPeople the office names on its own site, or a regulator filing names: 980 people across 443 rows.443 of 724 (61%)
LinkedInThe office's own company page.97 of 724 (13%)
Notable investmentsThe office's portfolio page or its own announcements.89 of 724 (12%)
Disclosed assets
File column: AUM or size
A figure taken from an SEC filing: 159 from SEC Form ADV, 45 from SEC 13F. 1 more row carries a figure the office publishes itself; it is shown on the row and not counted here. A row whose filing gives no figure is left blank.204 of 724 (28%)
Sources and last verified
File columns: Sources, Last verified
Every row keeps the pages and filings we used and the date we last checked it.724 of 724 (100%)

The file has 17 columns. Their headers, in order: Name, Type, Country, State or region, City, Website, Description, Investment focus, AUM or size, Firm email, Email domain check, Decision-makers, LinkedIn, Notable investments, Sources, Last verified, Profile page. Not in the table: Profile page (the link to the row's page on this site).

What each row records

The date we last checked it, and the exact page or filing we used. Not every row has a filing: US offices that are registered advisers start from SEC filings, while UK and Gulf offices start from company registers and their own websites. Decision-makers are only listed when the organization names them itself or a regulator does.

What is missing

337 rows have no website; 595 rows have no office email; 281 rows have no named decision-maker. Each list page states its own fill rates, so you can see the gaps before you buy. We do not fill them from sources we cannot show you.

Personal data

For UK and EU people we publish names, roles and the office's own published contact address, never personal email addresses. Anyone listed can ask us to correct or remove their details on the correction form.

Update cycle

The whole file is re-verified twice a year, and corrections reported to us are fixed within 5 working days. A purchase includes 12 months of updates.

Who runs this site: about Family Office Roster. Questions about a row: hello@familyofficeroster.com.