28 US family offices that invest in healthcare
We list 28 US family offices that invest in healthcare as of November 2026: 25 single family offices and 3 multi-family offices, 26 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 (3), Boston (2) and Raleigh (1) hold the most offices on this list.
The 10 highest-ranked offices on this list are the same 10 as on our list of family offices that invest in healthcare (45), where they are shown with the ranking rule.
All 28 US family offices that invest in healthcare: full detail on the first 25
| Family office | Type | City | Focus | Disclosed assets | Source | Checked | Contacts |
|---|---|---|---|---|---|---|---|
| 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 | 10 Nov 2026 | 1 name, office email · Unlock |
| BRM Holdings | Single family office | New York | Healthcare, Private Funds, Public Equities, Direct Investments | SEC filing | 10 Nov 2026 | office email · Unlock | |
| 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 | 10 Nov 2026 | 3 names, office email · Unlock |
| Broadfin Holdings LLC | Single family office | Melville | Public Equities, Private Equity, Healthcare | $24M 13F holdings (Q2 2026) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Singh Capital Partners | Multi-family office | Bethesda | Venture Capital and Startups, Private Equity, Real Estate, Direct Investments | SEC filing | 10 Nov 2026 | 1 name · Unlock | |
| Third Security, LLC | Single family office | Radford | Healthcare, Biotech, Public Equities, Direct Investments | $241M 13F holdings (Q3 2022) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Dauntless Investment Group, LLC | Single family office | Milford | Public Equities, Healthcare | $127M 13F holdings (Q2 2026) | SEC filing | 4 Nov 2026 | 1 name · Unlock |
| Gorlin Companies | Single family office | Aspen | Healthcare, Venture Capital and Startups | SEC filing | 10 Nov 2026 | No contact on file | |
| National Financial Companies | Multi-family office | Wellington | Venture Capital and Startups, Private Equity, Direct Investments, Healthcare | SEC filing | 10 Nov 2026 | No contact on file | |
| Tarsadia Investments | Single family office | Newport Beach | Public Equities, Private Equity, Healthcare, Venture Capital and Startups | SEC filing | 10 Nov 2026 | No contact on file | |
| The Theo Group | Single family office | Palm Beach Gardens | Real Estate, Healthcare, Technology | SEC filing | 10 Nov 2026 | office email · Unlock | |
| Viscogliosi Brothers, LLC | Single family office | New York | Healthcare, Medtech | SEC filing | 10 Nov 2026 | No contact on file | |
| Wasson Enterprises | Single family office | Chicago | Venture Capital and Startups, Real Estate, Direct Investments, Private Funds | SEC filing | 10 Nov 2026 | No contact on file | |
| Allerand Capital | Single family office | Jupiter | Real Estate, Private Credit, Direct Investments, Healthcare | SEC filing | 10 Nov 2026 | No contact on file | |
| Ascan Investments | Single family office | United States | Technology, Healthcare, Real Estate, Direct Investments | SEC filing | 10 Nov 2026 | No contact on file | |
| Blue Haven Initiative | Single family office | United States | Impact, Public Equities, Fixed Income, Private Equity | Own site | 10 Nov 2026 | No contact on file | |
| Cre8ive Holdings | Single family office | United States | Real Estate, Fintech, AI, Healthcare | Own site | 10 Nov 2026 | No contact on file | |
| Mitchell Companies | Single family office | United States | Healthcare, Technology, Private Equity | SEC filing | 10 Nov 2026 | No contact on file | |
| Quogue Capital | Single family office | New York | Private Equity, Healthcare | SEC filing | 10 Nov 2026 | 1 name · Unlock | |
| Raptor Group | Single family office | Boston | Deep tech, Fintech, Consumer, Media | SEC filing | 4 Nov 2026 | No contact on file | |
| Schooner Capital LLC | Single family office | Boston | Direct Investments, Public Equities, Technology, Healthcare | SEC filing | 10 Nov 2026 | No contact on file | |
| Sweat Equity Partners | Single family office | San Francisco | Technology, Healthcare | SEC filing | 10 Nov 2026 | 1 name · Unlock | |
| Boxcar Partners | Multi-family office | United States | Venture Capital and Startups, Healthcare, Technology | SEC filing | 10 Nov 2026 | No contact on file | |
| G2G Ventures | Single family office | United States | Private Equity, Energy, Real Estate, Healthcare | SEC filing | 10 Nov 2026 | No contact on file | |
| McNamara Family Ventures | Single family office | United States | Venture Capital and Startups, Healthcare, Private Equity | SEC filing | 10 Nov 2026 | No contact on file | |
| Tavistock Group | Single family office | United States | Focus, assets, source and contacts in the file · Unlock | ||||
| Duggan Investments | Single family office | United States | Focus, assets, source and contacts in the file · Unlock | ||||
| EFO Management | Single family office | United States | Focus, assets, source and contacts in the file · Unlock | ||||
You are seeing every office name, with full detail on 25 of 28. The file adds the detail for the other 3, 10 named decision-makers and 4 office emails.
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How these 28 break down
By city
| City | On this list | Share |
|---|---|---|
| New York | 3 | 11% |
| Boston | 2 | 7% |
Full lists, each with its own row count: Family offices in Boston (10)
By US state
| US state | On this list | Share |
|---|---|---|
| New York | 5 | 18% |
| California | 3 | 11% |
| Florida | 3 | 11% |
| Colorado | 2 | 7% |
| Massachusetts | 2 | 7% |
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 Colorado (15)Family offices in Massachusetts (13)
By type
| Type | On this list | Share |
|---|---|---|
| Single family office | 25 | 89% |
| Multi-family office | 3 | 11% |
Method and limits
- Source
- 26 of the 28 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 healthcare 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.
- Last refreshed
- November 2026. Rows on this list were checked between 4 Nov 2026 and 10 Nov 2026.
- Fill rates
- Of 28 rows: focus 28, website 20, disclosed assets 5. In the paid file: named decision-makers on 8 rows, office email on 4, LinkedIn page on 1.
- Corrections
- Email [email protected] or use the update form. We act within 5 working days.
Questions
How many US family offices that invest in healthcare are there?
We list 28 as of November 2026: 25 single family offices and 3 multi-family offices that name healthcare as a focus on their own site or in a filing.
How do I contact US family offices that invest in healthcare?
8 of the 28 offices name at least one decision-maker in a public source and 4 publish an office email; CFT Capital Management, LLC names the most people (3). The file holds all 10 names with their roles. We list addresses the office publishes itself, never personal emails.
How many US family offices that invest in healthcare are single family offices and how many are multi-family offices?
25 single and 3 multi-family. A single family office manages one family's wealth: Himanshu Shah Family Office LLC is one on this list. A multi-family office serves several families, often as a regulated adviser: Singh Capital Partners is one.
Where does the data on US family offices that invest in healthcare come from?
26 of the 28 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 Himanshu Shah Family Office LLC, on 10 Nov 2026.
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