--- title: "85 US Family Offices that Invest in Private Funds (Nov 2026)" last_updated: "2026-11-10" rows: "85" free_rows: "25" source: "SEC Form D filings and our own research" canonical: "https://familyofficeroster.com/lists/family-offices-that-invest-in-private-funds-us/" --- # 85 US family offices that invest in private funds We list 85 US family offices that invest in private funds as of November 2026: 15 single family offices and 70 multi-family offices, 83 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 (10), Miami (5) and Chicago (4) hold the most offices on this list. - 85 family offices - 15 / 70 single / multi-family - 21 with startups or venture as a stated focus - 193 named decision-makers on file ## All 85 US family offices that invest in private funds: full detail on the first 25 | Family office | Type | City | Focus | Disclosed assets | Source | Checked | Profile | |---|---|---|---|---|---|---|---| | 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/ | | Allie Family Office LLC | Multi-family office | Miami | Private Funds, Fixed Income | $1.3B regulatory AUM (Form ADV, filed 2026-03-25) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/allie-family-office/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/anderson-growth-partners/ | | 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/ | | Aurelius Family Office, LLC | Multi-family office | Bedford | Private Funds | $315M regulatory AUM (Form ADV, filed 2026-10-14) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/aurelius-family-office/ | | 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/ | | Bitterroot Capital Advisors LLC | Multi-family office | Bozeman | Private Equity, Private Funds | $1.8B regulatory AUM (Form ADV, filed 2026-08-24) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/bitterroot-capital-advisors/ | | 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/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/cft-capital-management/ | | 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/ | | Five Eleven Partners | Single family office | Garden City | Public Equities, Private Funds, Direct Investments | $163M regulatory AUM (Form ADV, filed 2026-07-07) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/five-eleven-partners/ | | Granger Management LLC | Multi-family office | New York | Private Funds, Private Equity | $4.9B regulatory AUM (Form ADV, filed 2026-03-12) | SEC filing | 2026-11-04 | https://familyofficeroster.com/family-offices/granger-management/ | | Legacy Knight MFO, LLC | Multi-family office | Dallas | Public Equities, Private Equity, Real Estate, Direct Investments | $2.8B regulatory AUM (Form ADV, filed 2026-05-14) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/legacy-knight-mfo/ | | Matter Family Office | Multi-family office | St. Louis | Public Equities, Private Funds | $3.8B regulatory AUM (Form ADV, filed 2026-07-21) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/matter-family-office/ | | Maximai Investment Partners, LLC | Multi-family office | Coral Gables | Public Equities, Private Funds, Fixed Income | $696M regulatory AUM (Form ADV, filed 2026-03-24) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/maximai-investment-partners/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/muse-capital-management/ | | Nolet Wealth Management, LLC | Multi-family office | Fort Worth | Public Equities, Private Funds, Direct Investments | $273M regulatory AUM (Form ADV, filed 2026-01-27) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/nolet-wealth-management/ | | Proficio Capital Partners LLC | Multi-family office | Newton | Public Equities, Private Funds, Fixed Income, Real Estate | $8.2B regulatory AUM (Form ADV, filed 2026-09-01) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/proficio-capital-partners/ | | QP Global Family Offices, LLC | Multi-family office | Greenwich | Private Funds | $1.0B regulatory AUM (Form ADV, filed 2026-03-31) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/qp-global-family-offices/ | | 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 | 2026-11-10 | https://familyofficeroster.com/family-offices/sepio-capital/ | | Solidarity Wealth, LLC | Multi-family office | Lehi | Public Equities, Private Funds, Fixed Income | $704M regulatory AUM (Form ADV, filed 2026-08-06) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/solidarity-wealth/ | | Steel Grove Capital Advisors, LLC | Multi-family office | Memphis | Public Equities, Private Funds | $1.6B regulatory AUM (Form ADV, filed 2026-09-29) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/steel-grove-capital-advisors/ | | Tallwoods Partners, LLC | Multi-family office | Chicago | Public Equities, Private Funds, Direct Investments | $569M regulatory AUM (Form ADV, filed 2026-03-31) | SEC filing | 2026-11-10 | https://familyofficeroster.com/family-offices/tallwoods-partners/ | Other offices on this list (name, type, city): - 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 - BBR Partners, LLC, Multi-family office, New York - Boston Family Office LLC, Multi-family office, Boston - Brainvest Wealth Management LLC, Multi-family office, Miami - Callan Family Office, LLC, Multi-family office, Radnor - Certuity, LLC, Multi-family office, North Palm Beach - Cherry Creek Family Offices, Multi-family office, Denver - Class VI Family Office, LLC, Multi-family office, Denver - CM Wealth Advisors LLC, Multi-family office, Beachwood - Colony Family Offices, LLC, Multi-family office, Charlotte - CV Advisors LLC, Multi-family office, Aventura - DCA Family Office, LLC, Multi-family office, Roseville - Destiny Family Office, Multi-family office, Tavares - Element Pointe Family Office, Multi-family office, Miami - Exponent Wealth LLC, Multi-family office, Orem - Fiduciary Family Office, LLC, Multi-family office, Boca Raton - Fortitude Family Office, Multi-family office, Scottsdale - Founders Family Office, Multi-family office, Miami - Independent Family Office, LLC, Multi-family office, Albany - Longwall Family Office, Multi-family office, Westport - Manchester Capital Management LLC, Multi-family office, Manchester - Offit Capital, Multi-family office, New York - Ohana Advisors, Multi-family office, San Rafael - Okabena Investment Services Inc, Multi-family office, Minneapolis - Optivest, Inc., Multi-family office, San Juan Capistrano - Outrunner Capital, LLC, Multi-family office, Austin - Pathstone, Multi-family office, Englewood - Permcap Investment Office, Multi-family office, Charleston - Pine Ridge Advisers LLC, Multi-family office, New York - Pittco Management, Single family office, Memphis - Sahara Investment Group, Multi-family office, Las Vegas - Sestante Family Office, Multi-family office, Coronado - Singh Capital Partners, Multi-family office, Bethesda - The Coury Firm, Multi-family office, Pittsburgh - Tiempo Capital Partners, Multi-family office, Miami - Virtus Family Office, Multi-family office, El Paso - WE Family Offices, Multi-family office, Coral Gables - Whitford Management LLC, Single family office, New York - Xception Family Office, Multi-family office, Atlanta - Accomplice, Single family office, Boston - Alpha Square Group, Single family office, New York - Angeles Family Office, Multi-family office, Santa Monica - Biltmore Family Office, LLC, Multi-family office, Charlotte - BMO Family Office, LLC, Multi-family office, Chicago - Factory Capital LLC, Multi-family office, Los Angeles - Pointone Family Office, Multi-family office, Manhattan Beach - Wasson Enterprises, Single family office, Chicago - Bessemer Trust, Multi-family office, Woodbridge - Blue Haven Initiative, Single family office, United States - Family Office Investment Advisory LLC, Multi-family office, Scottsdale - Malkin Holdings, Single family office, New York - McCombs Enterprises, Single family office, San Antonio - S-Cubed Capital, Single family office, Menlo Park - Wellspring Family Office, Multi-family office, Cleveland - CM Capital, Single family office, Palo Alto - SIAR Capital, Single family office, New York - Vinik Family Office, Single family office, Tampa You are seeing every office name, with full detail on 25 of 85. The file adds the detail for the other 60, 193 named decision-makers and 24 office emails. Get all 85 offices and 193 named contacts, $149, one-time: https://familyofficeroster.com/buy/list/family-offices-that-invest-in-private-funds-us This page: https://familyofficeroster.com/lists/family-offices-that-invest-in-private-funds-us/ ## Method and limits - Source: 83 of the 85 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 private 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. - Fill rates: Of 85 rows: focus 85, website 80, disclosed assets 71. In the paid file: named decision-makers on 69 rows, office email on 24, LinkedIn page on 24. ## Questions ### How many US family offices that invest in private funds are there? We list 85 as of November 2026: 15 single family offices and 70 multi-family offices that name private funds as a focus on their own site or in a filing. ### How do I contact US family offices that invest in private funds? 69 of the 85 offices name at least one decision-maker in a public source and 24 publish an office email; Allie Family Office LLC names the most people (5). The file holds all 193 names with their roles. We list addresses the office publishes itself, never personal emails. ### How many US family offices that invest in private funds are single family offices and how many are multi-family offices? 15 single and 70 multi-family. A single family office manages one family's wealth: BRM Holdings is one on this list. A multi-family office serves several families, often as a regulated adviser: Aletheian Wealth Advisors LLC is one. ### Where does the data on US family offices that invest in private funds come from? 83 of the 85 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 Aletheian Wealth Advisors LLC, on 10 Nov 2026.