FactFamily officesSponsorsVenturePrivate equityRIA / WealthAllocatorsPrivate creditRE fundssystem metadataconfidence very high
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+5 additional findings, with every firm and fund they name
Every name, record and relationship behind this count, with the source on each.
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The shared identity layer holds nine graphs (allocator, family office, independent sponsor, private credit, private equity, re, real estate fund, RIA and wealth and venture) and resolves 35,949 clusters onto at least three of them by shared CRD, CIK, EIN, ADV fund id or individual CRD, never by name; 6,616 span four or more and 1,629 span five. LLC.
A firm that is a registered adviser, a sponsor's capital provider, a venture manager, a family office's manager and a wealth platform at once is where the graphs stop being directories and start being one picture.
Between 2026-05-07 and 2026-11-03, 12 offices classified as family capital were linked to 43 new investment vehicles or Form D filings. Most active: Cresset (6: Private Equity - FP Infra V, L.P., Venture Capital Access Fund 1, L.P.); Offit Capital (6: OCA AGI LLC, OCA IGCF VII LLC); Endo Investors (4: BH3 Debt Opportunity Fund III L.P., BH3 Debt Opportunity Fund III-Offshore L.P.); and 1 more.
A family office forming vehicles is family capital institutionalising: the vehicle is what a co-investor, a manager or a sponsor will meet.
Tao Capital Partners (probable sfo, CA) announced or transacted 4 private investments in 4 companies between 2025-11-06 and 2026-04-17.
Family offices that deploy directly and often are the ones sponsors and companies want to find; dated deal flow separates them from offices that only allocate to managers.
Raptor Group (probable sfo, state unknown) announced or transacted 4 private investments in 4 companies between 2025-11-17 and 2026-08-08.
Family offices that deploy directly and often are the ones sponsors and companies want to find; dated deal flow separates them from offices that only allocate to managers.
Nickolas Asset Management (confirmed sfo, state unknown) announced or transacted 5 private investments in 5 companies between 2026-02-10 and 2026-05-04.
Family offices that deploy directly and often are the ones sponsors and companies want to find; dated deal flow separates them from offices that only allocate to managers.