Sample report · family offices

50 Best Family Offices

A real edition, 38 pages, generated from the live graph on September 29, 2026 for the brief below.

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The brief

Find family offices that invest directly in industrial businesses with $5M to $25M EBITDA, especially those that have acted as control investors, with the CIO or principal at each.

139

offices screened in full

ranked on sourced deals

have taken control of an industrial business

have a CIO or head of investments on file

The top five, as printed

Ranked on the industrial companies each office has bought, never on what it says it likes

#	Family office	Fit	Industrial deals	Of which control	Latest direct deal	Decision maker
1	Stephens Group, LLC	98.5	16	9	2026-07-07	CIO
2	Jones Companies, LLC	86.2	13	11	2025-10-14	CIO
3	Carlson Private Capital Partners	75.7	4	1	2026-02-11	CIO
4	Nickolas Asset Management	74.4	3	2	2026-05-04	CIO
5	Bender Equity LLC	74	3	3	2026-04-13	principal

What was refused

89 offices screened out, with reasons

A stated interest in industrials with no observed deal behind it
No direct deal on record: it reaches companies only through funds
The industrial tag rests on venture rounds, public stakes or property, not a private industrial business
A check on record outside the band, or no dated direct deal in ten years

What DFX cannot see, stated

The limitations are printed, not buried

EBITDA is not on the record: size is tested on the office's stated or disclosed check, which exists for 38 of 1,040 offices
Family offices disclose little by design: an office with no press, portfolio page or filing is invisible here, not uninterested
Deal counts are floors: they count the deals DFX holds with a source, read up to fifty per office
Control is as reported on each deal; contacts are counts, and the CIO or principal is named on a paid order

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50 Best Family Offices

Ranked on the industrial companies each office has bought, never on what it says it likes

#	Family office	Fit	Industrial deals	Of which control	Latest direct deal	Decision maker
1	Stephens Group, LLC	98.5	16	9	2026-07-07	CIO
2	Jones Companies, LLC	86.2	13	11	2025-10-14	CIO
3	Carlson Private Capital Partners	75.7	4	1	2026-02-11	CIO
4	Nickolas Asset Management	74.4	3	2	2026-05-04	CIO
5	Bender Equity LLC	74	3	3	2026-04-13	principal

89 offices screened out, with reasons

A stated interest in industrials with no observed deal behind it

No direct deal on record: it reaches companies only through funds

The industrial tag rests on venture rounds, public stakes or property, not a private industrial business

A check on record outside the band, or no dated direct deal in ten years

The limitations are printed, not buried

EBITDA is not on the record: size is tested on the office's stated or disclosed check, which exists for 38 of 1,040 offices

Family offices disclose little by design: an office with no press, portfolio page or filing is invisible here, not uninterested

Deal counts are floors: they count the deals DFX holds with a source, read up to fifty per office

Control is as reported on each deal; contacts are counts, and the CIO or principal is named on a paid order