32 US family offices that invest in hedge funds
We list 32 US family offices that invest in hedge funds as of November 2026: 3 single family offices and 29 multi-family offices, all sourced from an SEC filing, last checked on 10 Nov 2026. New York (6), Charleston (2) and Manchester (2) hold the most offices on this list.
US family offices that invest in hedge 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 family offices that invest in hedge funds (40), 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.
Okabena Investment Services Inc
Type: Multi-family office · Location: Minneapolis, Minnesota, United States · Focus: Public Equities, Private Funds, Hedge Funds · Disclosed assets: $2.1B regulatory AUM (Form ADV, filed 2026-03-27) · Source: SEC filing
Okabena Investment Services Inc discloses $2.1B regulatory AUM (Form ADV, filed 2026-03-27); 5 named decision-makers on file; last checked 10 Nov 2026.
The Coury Firm
Type: Multi-family office · Location: Pittsburgh, Pennsylvania, United States · Focus: Public Equities, Private Funds, Fixed Income, Hedge Funds · Disclosed assets: $1.3B regulatory AUM (Form ADV, filed 2026-03-31) · Source: SEC filing
The Coury Firm discloses $1.3B regulatory AUM (Form ADV, filed 2026-03-31); 2 named decision-makers on file; last checked 10 Nov 2026.
Anderson Growth Partners, LLC
Type: Multi-family office · Location: Charleston, South Carolina, United States · Focus: Private Equity, Hedge Funds, Real Estate, Direct Investments · Disclosed assets: $1.0B regulatory AUM (Form ADV, filed 2026-03-26) · Source: SEC filing
Anderson Growth Partners, LLC discloses $1.0B regulatory AUM (Form ADV, filed 2026-03-26); 4 named decision-makers on file; last checked 10 Nov 2026.
Bayshore Capital
Type: Multi-family office · Location: Tampa, Florida, United States · Focus: Public Equities, Private Equity, Private Funds, Hedge Funds · Disclosed assets: $879M regulatory AUM (Form ADV, filed 2026-06-26) · Source: SEC filing
Bayshore Capital discloses $879M regulatory AUM (Form ADV, filed 2026-06-26); 3 named decision-makers on file; last checked 10 Nov 2026.
Brainvest Wealth Management LLC
Type: Multi-family office · Location: Miami, Florida, United States · Focus: Public Equities, Private Funds, Fixed Income, Hedge Funds · Disclosed assets: $691M regulatory AUM (Form ADV, filed 2026-04-27) · Source: SEC filing
Brainvest Wealth Management LLC discloses $691M regulatory AUM (Form ADV, filed 2026-04-27); 3 named decision-makers on file; last checked 10 Nov 2026.
Lountzis Asset Management, LLC
Type: Multi-family office · Location: Wyomissing, Pennsylvania, United States · Focus: Public Equities, Private Equity, Hedge Funds, Fixed Income · Disclosed assets: $624M regulatory AUM (Form ADV, filed 2026-03-24) · Source: SEC filing
Lountzis Asset Management, LLC discloses $624M regulatory AUM (Form ADV, filed 2026-03-24); 1 named decision-maker on file; last checked 10 Nov 2026.
Ulysses Management
Type: Single family office · Location: New York, New York, United States · Focus: Public Equities, Hedge Funds, Real Estate, Private Equity · Disclosed assets: $506M 13F holdings (Q2 2026) · Source: SEC filing
Ulysses Management discloses $506M 13F holdings (Q2 2026); 2 named decision-makers on file; last checked 10 Nov 2026.
Arrowroot Family Office, LLC
Type: Multi-family office · Location: Marina Del Rey, California, United States · Focus: Public Equities, Real Estate, Hedge Funds · Disclosed assets: $499M regulatory AUM (Form ADV, filed 2026-10-19) · Source: SEC filing
Arrowroot Family Office, LLC discloses $499M regulatory AUM (Form ADV, filed 2026-10-19); 3 named decision-makers on file; last checked 10 Nov 2026.
Longwall Family Office
Type: Multi-family office · Location: Westport, Connecticut, United States · Focus: Public Equities, Private Funds, Hedge Funds, Fixed Income · Disclosed assets: $428M regulatory AUM (Form ADV, filed 2026-07-23) · Source: SEC filing
Longwall Family Office discloses $428M regulatory AUM (Form ADV, filed 2026-07-23); 1 named decision-maker on file; last checked 10 Nov 2026.
Jupiter Wealth Management, LLC
Type: Multi-family office · Location: Glendale, Colorado, United States · Focus: Public Equities, Hedge Funds · Disclosed assets: $417M regulatory AUM (Form ADV, filed 2026-03-06) · Source: SEC filing
Jupiter Wealth Management, LLC discloses $417M regulatory AUM (Form ADV, filed 2026-03-06); 1 named decision-maker on file; last checked 10 Nov 2026.
All 32 US family offices that invest in hedge funds: full detail on the first 25
| Family office | Type | City | Focus | Disclosed assets | Source | Checked | Contacts |
|---|---|---|---|---|---|---|---|
| Anderson Growth Partners, LLC | Multi-family office | Charleston | Private Equity, Hedge Funds, Real Estate, Direct Investments | $1.0B regulatory AUM (Form ADV, filed 2026-03-26) | SEC filing | 10 Nov 2026 | 4 names, office email · Unlock |
| 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 | 10 Nov 2026 | 3 names · Unlock |
| Muse Capital Management LLC | Multi-family office | Santa Monica | Public Equities, Private Funds, Fixed Income, Real Estate | $107M regulatory AUM (Form ADV, filed 2026-07-29) | SEC filing | 10 Nov 2026 | 1 name, office email · Unlock |
| Nuclo Wealth | Multi-family office | Houston | Public Equities, Private Equity, Fixed Income, Private Credit | $294M regulatory AUM (Form ADV, filed 2026-03-27) | SEC filing | 10 Nov 2026 | 3 names, office email · Unlock |
| Sepio Capital, LP | Multi-family office | Salt Lake City | Public Equities, Private Funds, Private Equity, Real Estate | $5.6B regulatory AUM (Form ADV, filed 2026-04-27) | SEC filing | 10 Nov 2026 | 5 names, office email · Unlock |
| Abernathy Group II LLC | Multi-family office | New York | Public Equities, Private Funds, Fixed Income, Hedge Funds | $80M regulatory AUM (Form ADV, filed 2026-03-04) | SEC filing | 10 Nov 2026 | 2 names · Unlock |
| Arrowroot Family Office, LLC | Multi-family office | Marina Del Rey | Public Equities, Real Estate, Hedge Funds | $499M regulatory AUM (Form ADV, filed 2026-10-19) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| BBR Partners, LLC | Multi-family office | New York | Public Equities, Private Equity, Private Funds, Hedge Funds | $36.5B regulatory AUM (Form ADV, filed 2026-07-30) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Brainvest Wealth Management LLC | Multi-family office | Miami | Public Equities, Private Funds, Fixed Income, Hedge Funds | $691M regulatory AUM (Form ADV, filed 2026-04-27) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Certuity, LLC | Multi-family office | North Palm Beach | Public Equities, Private Equity, Private Funds, Fixed Income | $3.3B regulatory AUM (Form ADV, filed 2026-04-30) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Colony Family Offices, LLC | Multi-family office | Charlotte | Public Equities, Private Funds, Fixed Income, Hedge Funds | $3.4B regulatory AUM (Form ADV, filed 2026-08-10) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| Jupiter Wealth Management, LLC | Multi-family office | Glendale | Public Equities, Hedge Funds | $417M regulatory AUM (Form ADV, filed 2026-03-06) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Knuff & Company LLC | Multi-family office | Foster City | Public Equities, Hedge Funds | $394M regulatory AUM (Form ADV, filed 2026-03-26) | SEC filing | 10 Nov 2026 | 3 names · Unlock |
| Longwall Family Office | Multi-family office | Westport | Public Equities, Private Funds, Hedge Funds, Fixed Income | $428M regulatory AUM (Form ADV, filed 2026-07-23) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Lountzis Asset Management, LLC | Multi-family office | Wyomissing | Public Equities, Private Equity, Hedge Funds, Fixed Income | $624M regulatory AUM (Form ADV, filed 2026-03-24) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Manchester Capital Management LLC | Multi-family office | Manchester | Public Equities, Private Funds, Private Equity, Venture Capital and Startups | $2.8B regulatory AUM (Form ADV, filed 2026-07-06) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Muntz Financial, LLC | Multi-family office | Doylestown | Public Equities, Hedge Funds | $178M regulatory AUM (Form ADV, filed 2026-03-31) | SEC filing | 10 Nov 2026 | 1 name · Unlock |
| Offit Capital | Multi-family office | New York | Public Equities, Private Funds, Fixed Income, Private Equity | $20.6B regulatory AUM (Form ADV, filed 2026-08-19) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| Okabena Investment Services Inc | Multi-family office | Minneapolis | Public Equities, Private Funds, Hedge Funds | $2.1B regulatory AUM (Form ADV, filed 2026-03-27) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| Osbon Capital Management, LLC | Multi-family office | Boston | Public Equities, Hedge Funds, Private Equity, Private Credit | $205M regulatory AUM (Form ADV, filed 2026-03-11) | SEC filing | 10 Nov 2026 | 2 names · Unlock |
| Papamarkou Wellner Perkin Advisors | Multi-family office | New York | Public Equities, Private Equity, Hedge Funds, Direct Investments | $358M regulatory AUM (Form ADV, filed 2026-03-31) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| Pathstone | Multi-family office | Englewood | Public Equities, Private Funds, Fixed Income, Private Equity | $110.3B regulatory AUM (Form ADV, filed 2026-03-31) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| Permcap Investment Office | Multi-family office | Charleston | Public Equities, Private Funds, Private Equity, Hedge Funds | $4.0B regulatory AUM (Form ADV, filed 2026-09-11) | SEC filing | 10 Nov 2026 | 4 names · Unlock |
| The Coury Firm | Multi-family office | Pittsburgh | Public Equities, Private Funds, Fixed Income, Hedge Funds | $1.3B regulatory AUM (Form ADV, filed 2026-03-31) | SEC filing | 10 Nov 2026 | 2 names · Unlock |
| True North Advisors, LLC | Multi-family office | Dallas | Public Equities, Real Estate, Venture Capital and Startups, Hedge Funds | $5.4B regulatory AUM (Form ADV, filed 2026-10-30) | SEC filing | 10 Nov 2026 | 5 names · Unlock |
| Ulysses Management | Single family office | New York | Focus, assets, source and contacts in the file · Unlock | ||||
| Xception Family Office | Multi-family office | Atlanta | Focus, assets, source and contacts in the file · Unlock | ||||
| BMO Family Office, LLC | Multi-family office | Chicago | Focus, assets, source and contacts in the file · Unlock | ||||
| Hutner Capital Management Inc. | Multi-family office | Manchester | Focus, assets, source and contacts in the file · Unlock | ||||
| Willett Advisors | Single family office | New York | Focus, assets, source and contacts in the file · Unlock | ||||
| Bessemer Trust | Multi-family office | Woodbridge | Focus, assets, source and contacts in the file · Unlock | ||||
| Leonite | Single family office | Upper Saddle River | Focus, assets, source and contacts in the file · Unlock | ||||
You are seeing every office name, with full detail on 25 of 32. The file adds the detail for the other 7, 82 named decision-makers and 4 office emails.
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How these 32 break down
By city
| City | On this list | Share |
|---|---|---|
| New York | 6 | 19% |
| Charleston | 2 | 6% |
| Manchester | 2 | 6% |
By US state
| US state | On this list | Share |
|---|---|---|
| New York | 6 | 19% |
| Florida | 3 | 9% |
| California | 3 | 9% |
| Pennsylvania | 3 | 9% |
| New Jersey | 3 | 9% |
| South Carolina | 2 | 6% |
| Texas | 2 | 6% |
| Vermont | 2 | 6% |
Full lists, each with its own row count: Family offices in New York (68)Family offices in Florida (40)Family offices in California (56)Family offices in Texas (45)
By type
| Type | On this list | Share |
|---|---|---|
| Multi-family office | 29 | 91% |
| Single family office | 3 | 9% |
Method and limits
- Source
- All 32 rows come from an SEC filing (Form ADV or 13F). 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 hedge funds 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 32 rows: focus 32, website 31, disclosed assets 29. In the paid file: named decision-makers on 30 rows, office email on 4, LinkedIn page on 11.
- Corrections
- Email [email protected] or use the update form. We act within 5 working days.
Questions
How many US family offices that invest in hedge funds are there?
We list 32 as of November 2026: 3 single family offices and 29 multi-family offices that name hedge funds as a focus on their own site or in a filing.
How do I contact US family offices that invest in hedge funds?
30 of the 32 offices name at least one decision-maker in a public source and 4 publish an office email; Sepio Capital, LP names the most people (5). The file holds all 82 names with their roles. We list addresses the office publishes itself, never personal emails.
How many US family offices that invest in hedge funds are single family offices and how many are multi-family offices?
3 single and 29 multi-family. A single family office manages one family's wealth: Ulysses Management is one on this list. A multi-family office serves several families, often as a regulated adviser: Anderson Growth Partners, LLC is one.
Where does the data on US family offices that invest in hedge funds come from?
All 32 offices come from an SEC filing (Form ADV or 13F). Each row shows its source label and the date we checked it. The row checked most recently is Anderson Growth Partners, LLC, on 10 Nov 2026.
Broader lists
Family offices that invest in hedge funds (40)Family offices in the United States (481)
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