A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Signals

The change tape

The snapshot is useful; the changes are what matter. Every event has an effective date, the date we observed it, a source and an evidence class. Not every event is equally significant: a 13F position change is routine, a new CIO or a first direct deal in a new sector is not.

Ranked by significance: what kind of change it is, times its dollar size, times whose change it is (a family-capital office counts fully, a candidate or a service provider less), times how recently it happened. A deal or a hire this year leads; a fund first reported in 2012 is on the tape as history. Open a row for its score and its evidence.

Most significantLatest observed·OfficesOffices, foundations and funds
AllDirect investmentsVehiclesPublic marketsPeopleCo-investmentSponsorsFoundationsReal estateClassificationOrganisationDiscovery
150 rows · most significant first; offices only; click a row for the evidence
Apr 14, 2026Direct investmentStephens Group, LLCThe Stephens Group invested in Aptus Aero (industrial products and services, acquisition)Fact
Mar 18, 2026Direct investmentStephens Group, LLCThe Stephens Group invested in Astro Pak (industrial products and services, acquisition)Inference
May 19, 2026Portfolio exitStephens Group, LLCThe Stephens Group exited IMA Financial Group (equity recapitalization)Fact
Jul 7, 2026Portfolio add-on acquisitionStephens Group, LLCAstro Pak (Stephens Group portfolio company) acquired Frontline Global ServicesFact
Jun 24, 2026Investment professional joinedStephens Group, LLCBen Bryles joined Stephens Group as Senior Associate on the investment teamFact
Jun 17, 2026Portfolio add-on acquisitionStephens Group, LLCAptus Aero (Stephens Group platform) acquired E.M.C. AerospaceFact
Jun 3, 2026Portfolio add-on acquisitionStephens Group, LLCAstro Pak acquired Purepass Services (Hamilton, Ontario)Fact
May 23, 2026New investment vehicleStephens Group, LLCKele Holdings, Inc.: vehicle linked to Stephens Group, LLC by shared principal, $3,478,500 soldInference
Apr 24, 2026New investment vehicleStride Family Investments II, L.P.Stride Family Investments II, L.P.: new vehicle (Private Equity Fund)Fact
Sep 19, 2025New investment vehicleWildcat Capital ManagementJava Co-Investment I, LP: vehicle linked to Wildcat Capital Management by shared principal (Private Equity Fund)Inference
Apr 2, 2025Direct investmentWildcat Capital ManagementWildcat Capital Management invested in Face Forward Aesthetics (healthcare services, direct_equity)Fact
Oct 10, 2023Portfolio company financingWildcat Capital ManagementExpress Wash Concepts secured an incremental $150M credit facility from MidCap FinancialFact
Sep 14, 2026Office discoveredArlingtonArlington named as a multi family office on prnewswireFact
Sep 14, 2026Office discoveredVanderbilt Family OfficeVanderbilt Family Office named as a single family office on prnewswireFact
Sep 14, 2026Office discoveredPurpose-Governed Family OfficePurpose-Governed Family Office named as a single family office on prnewswireFact
Aug 18, 2026Office discoveredGenerational Capital PartnersGenerational Capital Partners named as a family investment company on prnewswireFact
Jul 28, 2026Office discoveredTreehouse Family CapitalTreehouse Family Capital named as a single family office on prnewswireFact
Jul 13, 2026Office discoveredKaltrocoKaltroco named as a family investment company on prnewswireFact
Jun 11, 2026Office discoveredSuperior Innovaatio Athlon Family OfficeSuperior Innovaatio Athlon Family Office named as a single family office on globenewswireFact
Jun 8, 2026Office discoveredZouari Family OfficeZouari Family Office named as a single family office on globenewswireFact
Jun 3, 2026Office discoveredGroup Discover Our Inspired Life Family OfficeGroup Discover Our Inspired Life Family Office named as a single family office on globenewswireFact
Jun 3, 2026Office discoveredInspired Life Family OfficeInspired Life Family Office named as a single family office on globenewswireFact
May 27, 2026Office discoveredCIGCIG named as a family investment company on prnewswireFact
May 27, 2026Office discoveredKayanat HoldingKayanat Holding named as a single family office on globenewswireFact
May 21, 2026Office discoveredKPThree Capital LLCKPThree Capital LLC named as a single family office on globenewswireFact
May 13, 2026Office discoveredCambridge Information GroupCambridge Information Group named as a family investment company on prnewswireFact
May 12, 2026Office discoveredLarry Kraus Family OfficeLarry Kraus Family Office named as a single family office on prnewswireFact
May 6, 2026Office discoveredO’Reilly Family OfficeO’Reilly Family Office named as a single family office on globenewswireFact
Apr 29, 2026Office discoveredAlabasterAlabaster named as a single family office on globenewswireFact
Apr 13, 2026Office discoveredMastermind Family OfficeMastermind Family Office named as a single family office on globenewswireFact
Apr 9, 2026Office discoveredICHAM Pte LtdICHAM Pte Ltd named as a multi family office on globenewswireFact
Apr 8, 2026Office discoveredVCDCVCDC named as a family investment company on globenewswireFact
Apr 7, 2026Office discoveredDalio Family OfficeDalio Family Office named as a single family office on globenewswireFact
Apr 1, 2026Office discoveredProperly InvestmentsProperly Investments named as a single family office on globenewswireFact
Mar 23, 2026Office discoveredTwinFocusTwinFocus named as a multi family office on globenewswireFact
Mar 20, 2026Office discoveredKent Family OfficeKent Family Office named as a single family office on globenewswireFact
Mar 12, 2026Office discoveredHicks Holdings LLCHicks Holdings LLC named as a single family office on globenewswireFact
Feb 17, 2026Office discoveredBriger Family OfficeBriger Family Office named as a single family office on globenewswireFact
Feb 10, 2026Office discoveredMerifin CapitalMerifin Capital named as a single family office on globenewswireFact
Jan 22, 2026Office discoveredBloomer Family OfficeBloomer Family Office named as a single family office on globenewswireFact
Jan 13, 2026Office discoveredDi Brina Family HoldingsDi Brina Family Holdings named as a single family office on globenewswireFact
Jan 12, 2026Office discoveredDrake Enterprises AGDrake Enterprises AG named as a single family office on globenewswireFact
Jan 5, 2026Office discoveredGissy Family InvestmentsGissy Family Investments named as a single family office on globenewswireFact
Dec 29, 2025Office discoveredMILFAM LLCMILFAM LLC named as a single family office on globenewswireFact
Dec 22, 2025Office discoveredWinnie CapitalWinnie Capital named as a single family office on globenewswireFact
Dec 18, 2025Office discoveredNEANEA named as a single family office on globenewswireFact
Dec 9, 2025Office discoveredEuropean Media FinanceEuropean Media Finance named as a single family office on globenewswireFact
Dec 8, 2025Office discoveredMithrandir VenturesMithrandir Ventures named as a single family office on globenewswireFact
Dec 8, 2025Office discoveredHavingHaving named as a single family office on globenewswireFact
Dec 8, 2025Office discoveredSIP Medical Family OfficeSIP Medical Family Office named as a single family office on globenewswireFact
Nov 13, 2025Office discoveredNarotam Sekhsaria Family OfficeNarotam Sekhsaria Family Office named as a single family office on globenewswireFact
Nov 13, 2025Office discoveredIrving InvestorsIrving Investors named as a single family office on globenewswireFact
Nov 6, 2025Office discoveredAmar Family OfficeAmar Family Office named as a single family office on globenewswireFact
Nov 3, 2025Office discoveredATHOSATHOS named as a single family office on globenewswireFact
Oct 22, 2025Office discoveredRobbins Gupta HoldingsRobbins Gupta Holdings named as a single family office on globenewswireFact
Oct 22, 2025Office discoveredAnobis Asset AsAnobis Asset As named as a single family office on globenewswireFact
Oct 20, 2025Office discoveredEntertainment GroupEntertainment Group named as a multi family office on prnewswireFact
Oct 15, 2025Office discoveredPeak Financial Group- Family OfficePeak Financial Group- Family Office named as a single family office on prnewswireFact
Oct 14, 2025Office discoveredApeiron Investment GroupApeiron Investment Group named as a single family office on globenewswireFact
Oct 9, 2025Office discoveredGreater Sum VenturesGreater Sum Ventures named as a single family office on globenewswireFact
Jul 31, 2025Office discoveredAtlas Capital PartnersAtlas Capital Partners named as a single family office on globenewswireFact
Jul 8, 2025Office discoveredLongo Family CapitalLongo Family Capital named as a single family office on globenewswireFact
Jun 9, 2025Office discoveredPwC Japan Group Cascade Family OfficePwC Japan Group Cascade Family Office named as a multi family office on globenewswireFact
May 9, 2025Office discoveredTermeer Family OfficeTermeer Family Office named as a single family office on globenewswireFact
May 9, 2025Office discoveredFuhrer Family OfficeFuhrer Family Office named as a single family office on globenewswireFact
Apr 15, 2025Office discoveredChristopher Todd CapitalChristopher Todd Capital named as a single family office on globenewswireFact
Mar 31, 2025Office discoveredMBS GlobalMBS Global named as a single family office on globenewswireFact
Mar 12, 2025Office discoveredTAG Associates LLCTAG Associates LLC named as a multi family office on globenewswireFact
Jun 18, 2026New investment vehiclePathstonePATHSTONE PRIVATE EQUITY 2026 (MASTER) FUND, L.P.: new vehicle, $84,600,000 sold (Private Equity Fund)Inference
Feb 11, 2026New investment vehicleCassius Family Management LLCCASSIUS AL, LP: vehicle linked to Cassius Family Management LLC by shared principal, $5,900,000 sold (Venture Capital Fund)Inference
Sep 13, 2026Real estate linkedDelaware Ladera Management Company, Inc.1 Massachusetts parcel on the property graph mail to this office (assessed $3.0M)Inference
Sep 19, 2025Registered as SEC adviserBernard & Johnson Family Wealth ManagementBernard & Johnson Family Wealth Management became an SEC RIA with $113,077,036 RAUMFact
Apr 8, 2026New investment vehicleTPG GP a, LLCTPG Real Estate TAC Echo Coinvest, L.P.: vehicle linked to TPG GP a, LLC by shared principal, $1,050,100,000 sold (Private Equity Fund)Inference
Sep 29, 2025Registered as SEC adviserFamily Partners Capital, LLCFamily Partners Capital, LLC became an SEC RIA with $92,256,560 RAUMFact
Dec 17, 2025New investment vehicleTPG GP a, LLCTPG Real Estate TAC Quantum Coinvest, L.P.: vehicle linked to TPG GP a, LLC by shared principal, $702,500,000 sold (Private Equity Fund)Inference
Dec 1, 2025Registered as SEC adviserActiv8 Family Office LLCActiv8 Family Office LLC became an SEC RIA with $1,542,366,700 RAUMFact
Oct 16, 2023Co-investment relationshipWildcat Capital ManagementSculptor Real Estate made a strategic growth investment in Wildcat's car wash platformFact
Sep 20, 2023Public activismWildcat Capital ManagementWildcat urged Consolidated Communications' special committee to reject a $4.00 take-private proposalFact
Dec 31, 2025Public position openedSoros Fund Management LLCSoros Fund Management LLC opened a $415,483,782 position in Spdr Series Trust (3,290,700 shares)Fact
Dec 19, 2025New investment vehicleLegacy Knight Mfo, LLCLegacy Knight Strategic Opportunities Fund, LLC - HB INS Series: new vehicle, $15,075,000 sold (Other Investment Fund)Inference
Apr 9, 2026New investment vehicleReal Talk Capital, LLCVALTRION, LLC: vehicle linked to Real Talk Capital, LLC by shared principal, $1,215,500 soldInference
Apr 28, 2026New investment vehicleFamily Offices Global CapitalTFOG I a series of Allocations 2026 Master, LLC: new vehicle, $1,145,000 sold (Other Investment Fund)Inference
Dec 31, 2025Public position openedDuquesne Family Office LLCDuquesne Family Office LLC opened a $300,994,000 position in Select Sector Spdr Tr (5,495,600 shares)Fact
Apr 30, 2026New investment vehicleLegacy Knight Mfo, LLCLegacy Knight VC Access Fund I, L.P.: vehicle linked to Legacy Knight Mfo, LLC by shared principal, $10,750,000 sold (Private Equity Fund)Inference
Sep 13, 2026Classification changedTarsadia Capital, LLCTarsadia Capital, LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Its own Schedule 13D states that Tarsadia Capital is part of a single-family office controlled by Tushar Patel, managing private vehicles for their owners.)Fact
Sep 13, 2026Classification changedCleo Thompson Family OfficeThompson Family Office: PROBABLE_SFO -> CONFIRMED_SFO (This is the J. Cleo Thompson Family Office in Dallas, which manages the investment portfolio and legacy of one family, that of J. Cleo Thompson Jr.)Fact
Sep 13, 2026Classification changedDauntless Investment Group, LLCDauntless Investment Group, LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Its own Schedule 13G filing describes the reporting person as a single family office and passive investor.)Fact
Sep 13, 2026Classification changedCleo Thompson Family OfficeCleo Thompson Family Office: PROBABLE_SFO -> CONFIRMED_SFO (The J. Cleo Thompson Family Office in Dallas manages the investment portfolio and legacy of one family, that of Texas oilman J. Cleo Thompson Jr., led by principal Christy Thompson.)Fact
Sep 13, 2026Classification changedCrow Family HoldingsCrow Family Holdings: PROBABLE_SFO -> CONFIRMED_SFO (A Resolute Energy proxy describes Crow Family Holdings, the d/b/a of Trammell Crow Interests Company, as a family office headquartered in Dallas.)Fact
Sep 13, 2026Classification changedCarlson Family OfficeCarlson Family Office: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (Carlson of Minnetonka is a third-generation closely held family enterprise whose Carlson Private Capital Partners invests family capital.)Fact
Sep 13, 2026Classification changedDS Advisors LLCDS Advisors LLC: FAMILY_INVESTMENT_COMPANY -> FAMILY_INVESTMENT_COMPANY (Its own site describes a US family office investing a permanent capital base, mainly in listed businesses, with no outside clients mentioned.)Fact
Sep 13, 2026Classification changedLyra Management LLCLyra Management LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (A family office database profile describes Lyra Management as a San Francisco single-family office managing a multi-generational family's affairs; the family is not named. (a family office database's profile, not the office or the press))Inference
Sep 13, 2026Classification changedKapor Enterprises IncKapor Enterprises Inc: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Another company's proxy statement describes Kapor Enterprises as a family office, and Mitchell Kapor's holdings are addressed in its care.)Fact
Sep 13, 2026Classification changedMilken Family OfficeMilken Family Office: PROBABLE_SFO -> CONFIRMED_SFO (NextNav's SEC-filed press release names M-Cor Capital as the investment arm of the Milken Family Office, the office of the Milken family.)Fact
Sep 13, 2026Classification changedShadday Family OfficeShadday Family Office: PROBABLE_SFO -> CONFIRMED_SFO (The Big Dan's Car Wash release names the Shadday Family Office as the principal owner of the car wash chain.)Fact
Sep 13, 2026Classification changedChristian Angermayer's Family OfficeChristian Angermayer's Family Office: PROBABLE_SFO -> CONFIRMED_SFO (Apeiron Investment Group's own Schedule 13D says its principal business is serving as an asset manager and as the family office of Christian Angermayer.)Fact
Sep 13, 2026Classification changedPeterson Management LLCPeterson Management LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Commercial Observer reports Peterson Management manages the family assets of Blackstone co-founder Peter G. Peterson and relocated with the Peterson Foundation.)Fact
Sep 13, 2026Classification changedBriar Hall Management LLCBriar Hall Management LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (Briar Hall Management (Nashville, TN) holds Illinois Tool Works shares for the founding Smith family and is profiled as their single family office. (a family office database's profile, not the office or the press))Inference
Sep 13, 2026Classification changedDolby Family Ventures LLCDolby Family Ventures LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (registered adviser whose private funds are 99.0% owned by itself and its related persons ($136M gross): proprietary capital, not clients' money)Inference
Sep 13, 2026Classification changedDolby Family Ventures LLCDolby Family Ventures LLC: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (Dolby Family Ventures is the Dolby family's venture investment vehicle, formed in honor of Ray Dolby, investing family capital in early-stage science and technology companies.)Fact
Sep 13, 2026Classification changedExuma Capital PartnersExuma Capital Partners: PROBABLE_SFO -> CONFIRMED_SFO (A portfolio company release describes Exuma Capital Partners as a family office founded by entrepreneur Anthony Perera.)Fact
Sep 13, 2026Classification changedForis VenturesForis Ventures: PROBABLE_SFO -> CONFIRMED_SFO (A SunPower press release filed with its September 2026 8-K calls Foris Ventures the family office of John Doerr.)Fact
Sep 13, 2026Classification changedEuclidean Capital LLCEuclidean Capital LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Euclidean Capital is owned and managed by James and Marilyn Simons and manages the Simons family's Greenland for-profit and nonprofit vehicles.)Fact
Sep 13, 2026Classification changedWeinberg Capital GroupWeinberg Capital Group: CONFIRMED_SFO -> PROBABLE_SFO (Weinberg Capital Group's own website describes the Cleveland private equity firm as a family office. (its Form Ds show investor LLCs with outside co-investors))Inference
Sep 13, 2026Classification changedNordic Group of Companies LtdNordic Group of Companies Ltd: FAMILY_INVESTMENT_COMPANY -> FAMILY_INVESTMENT_COMPANY (Nordic Group describes itself as a family-owned holding company making control-equity investments in manufacturers.)Fact
Sep 13, 2026Classification changedDolby Family Capital Management LLCDolby Family Capital Management LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (Dolby Family Ventures is the Dolby family's own venture fund, and the ERA adviser manages that family vehicle rather than outside capital.)Fact
Sep 13, 2026Classification changedNickolas Asset ManagementNickolas Asset Management: PROBABLE_SFO -> CONFIRMED_SFO (A Kreate press release describes Nickolas Asset Management as the Reinhart family's family office holding its manufacturing companies.)Fact
Sep 13, 2026Classification changedBlack Spade CapitalBlack Spade Capital: PROBABLE_SFO -> CONFIRMED_SFO (Black Spade Capital is the family office of Lawrence Ho, Chairman and CEO of Melco Resorts & Entertainment.)Fact
Sep 13, 2026Classification changedTarte Family OfficeTarte Family Office: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (Its own release describes it as the private investment vehicle of Scott Tarte, which buys and operates private companies with the family's capital.)Fact
Sep 13, 2026Classification changedSope Creek CapitalSope Creek Capital: PROBABLE_SFO -> CONFIRMED_SFO (Sope Creek Capital own site says Kevin Nolan established it as his family office.)Fact
Sep 13, 2026Classification changedSoficoSofico: FAMILY_INVESTMENT_COMPANY -> FAMILY_INVESTMENT_COMPANY (Swvl's filed press release describes Sofico Holdings as a Cairo family investment company.)Fact
Sep 13, 2026Classification changedWall Family EnterpriseWall Family Enterprise: PROBABLE_SFO -> FAMILY_INVESTMENT_COMPANY (A family holding enterprise that oversees four portfolio companies (described elsewhere as a library and education supplies company), not an advisory office.)Fact
Sep 13, 2026Classification changedTarsadia Capital, LLCTarsadia Group: PROBABLE_SFO -> CONFIRMED_SFO (Sunstone Hotel Investors' release describes Tarsadia Capital as the investment management company of the Tarsadia Group, a single family office.)Fact
Sep 13, 2026Classification changedSoros Fund Management LLCSoros Fund Management LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (In 2011 the firm returned outside capital and converted to managing assets only for the Soros family.)Fact
Sep 13, 2026Classification changedKopp Family Office, LLCKopp Family Office, LLC: PROBABLE_SFO -> CONFIRMED_SFO (Its own Schedule 13G states that Kopp Family Office operates under the SEC family office rule, is wholly owned by Kopp Holding Company and controlled by LeRoy C. Kopp, Bloomington, MN.)Fact
Sep 13, 2026Classification changedSummer Road LLCSummer Road LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Summer Road's own 2026 proxy filing at Ingles Markets describes it as a family office investing its own capital across strategies.)Fact
Sep 13, 2026Classification changedDamier GroupDamier Group: PROBABLE_SFO -> CONFIRMED_SFO (Press release describes it as the family office of one entrepreneur, Yvan Vindevogel.)Fact
Sep 13, 2026Classification changedMasGroupMasGroup: PROBABLE_SFO -> CONFIRMED_SFO (MasGroup's own boilerplate in the Superior Roofing release describes it as a single-family office investing in infrastructure and healthcare businesses.)Fact
Sep 13, 2026Classification changedMSD Capital, L.P.MSD Capital, L.P.: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (MSD Capital (now DFO Management) is the family office that manages the capital of Michael Dell and his family.)Fact
Sep 13, 2026Classification changedMSD Capital, L.P.Dell Family Office: FAMILY_INVESTMENT_COMPANY -> CONFIRMED_SFO (The Hilo release describes Dell Family Office as the family investment office of Michael Dell, which is a single family office.)Fact
Sep 13, 2026Classification changedDemetree GlobalDemetree Global: CONFIRMED_SFO -> CONFIRMED_SFO (Demetree Global describes itself in its own press release as a family office investing in real estate, venture partnerships and equities for over 75 years, chaired by Mary Demetree.)Fact
Sep 13, 2026Classification changedBroe Family OfficeBroe Family Office: PROBABLE_SFO -> CONFIRMED_SFO (The Broe Group's release lists Broe Family Office as a core unit of the Broe family's Denver investment group.)Fact
Sep 13, 2026Classification changedCB3 HoldingsCB3 Holdings: PROBABLE_SFO -> CONFIRMED_SFO (The CT Sports Group release describes CB3 Holdings, led by Calvin L. Butts Jr., as a family office investing in startups.)Fact
Sep 13, 2026Classification changedJoho Capital LLCJoho Capital LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Robert Karr closed the Joho Capital hedge fund to outside money in 2013 and converted it into a family office managing his own wealth.)Fact
Sep 13, 2026Classification changedWest Family Investments, Inc.West Family Investments, Inc.: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (A Schedule 13D filed by West Family Investments of Carlsbad CA with Gary and Mary West states it is a family office exempt under the Family Office Exemption.)Fact
Sep 13, 2026Classification changedHouse of VanderbiltHouse of Vanderbilt: PROBABLE_SFO -> CONFIRMED_SFO (Press release calls it the first official family office of the Vanderbilt family, founded by Consuelo Vanderbilt Costin.)Fact
Sep 13, 2026Classification changedLittlejohn CapitalLittlejohn Capital: PROBABLE_SFO -> CONFIRMED_SFO (Press release describes it as the family office of Angus C. Littlejohn Jr., separate from the PE firm Littlejohn & Co.)Fact
Sep 13, 2026Classification changedMercatus CapitalMercatus Capital: PROBABLE_SFO -> CONFIRMED_SFO (RF Acquisition Corp II's filed release calls it a Singapore family office, and the NYB prospectus says one person, Ravindran Govindan, wholly owns it.)Fact
Sep 13, 2026Classification changedYarbrough Capital, LLCYarbrough Capital, LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Venture Nashville describes Yarbrough Capital as the family office created by VGT founder Jon Yarbrough.)Fact
Sep 13, 2026Classification changedHF Capital, LLCHF Capital, LLC: PROBABLE_SFO -> CONFIRMED_SFO (A Westrock Coffee press release filed with its June 2023 8-K states that HF Capital invests on behalf of the Haslam family of Knoxville, Tennessee.)Fact
Sep 13, 2026Classification changedPittco Management, LLCPittco Management, LLC: CONFIRMED_SFO -> CONFIRMED_SFO (Pittco's own release describes it as the Memphis single-family office of AutoZone founder Pitt Hyde and his wife.)Fact
Sep 13, 2026Classification changedPittco Management, LLCPittco: CONFIRMED_SFO -> CONFIRMED_SFO (Pittco Management's own site says it is the single-family office of AutoZone founder Pitt Hyde and his wife Barbara, based in Memphis.)Fact
Sep 13, 2026Classification changedLupine Crest CapitalLupine Crest Capital: CONFIRMED_SFO -> CONFIRMED_SFO (Lupine Crest Capital's own site says JP Conte established it as his family office.)Fact
Sep 13, 2026Classification changedPine Ridge Advisers LLCPine Ridge Advisers LLC: OUTSOURCED_FAMILY_OFFICE -> PROBABLE_SFO (A Schedule 13D in which Pine Ridge is a reporting person says it manages assets for the benefit of Mr. Morcos, his entities and a private charitable foundation, the shape of one family's office. (one 13D on one stake; $14.4bn RAUM is large for one family))Inference
Sep 13, 2026Real estate linkedPalmer Management Corp1 Massachusetts parcel on the property graph mail to this office (assessed $0.8M)Inference
Sep 13, 2026Classification changedClark Estates Inc/nyClark Estates Inc/ny: PROBABLE_SFO -> PROBABLE_SFO (Clark Estates is the New York office founded in 1946 to manage the business and financial interests of the Clark family (Singer fortune), alongside The Clark Foundation. (a family office database's profile, not the office or the press))Inference
Sep 13, 2026Classification changedBrutten GlobalBrutten Global: PROBABLE_SFO -> CONFIRMED_SFO (A TriPost release describes Brutten Global as the family office of real estate investor Marc Brutten, parent of Brixton Capital.)Fact
Sep 13, 2026Classification changedSchooner Capital LLCSchooner Capital LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (Schooner Capital was founded by Vin Ryan in 1971 to manage his private capital from a permanent base, and third-party profiles classify it as a Boston single family office. (a family office database's profile, not the office or the press))Inference
Sep 13, 2026Classification changedBollinger Enterprises, LLCBollinger Enterprises, LLC: FAMILY_INVESTMENT_COMPANY -> FAMILY_INVESTMENT_COMPANY (Red River Bancshares' 8-K describes it as a single-family investment office in Louisiana.)Fact
Sep 13, 2026Classification changedMingenta Family OfficeMingenta Family Office: PROBABLE_SFO -> PROBABLE_SFO (Mingenta's own site describes a private, family-led international family office rooted in real estate with offices in Basel, Dubai and Montevideo. (the site does not name the principal; matched by the distinctive name))Inference
Sep 13, 2026Classification changedSwig Family OfficeSwig Family Office: PROBABLE_SFO -> CONFIRMED_SFO (SOJA Ventures, run by Oliver Swig, states that it is an extension of the Swig Family Office, the office of the Swig family.)Fact
Sep 13, 2026Classification changedDPCDPC: PROBABLE_SFO -> CONFIRMED_SFO (Dunes Point Capital, LP of Rye, New York describes itself in its own release as a family office and private investment firm.)Fact
Sep 13, 2026Classification changedPennant Investors, LPPennant Investors, LP: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (After returning outside capital in 2018, Alan Fournier's Summit NJ firm became a family office and GuruFocus coverage names Pennant Investors as that family office.)Fact
Sep 13, 2026Classification changedHerrmann Family CompaniesHerrmann Family Companies: PROBABLE_SFO -> CONFIRMED_SFO (The HC Capital Partners release describes Herrmann Family Companies as a San Antonio family office with multi-generational investments.)Fact
Sep 13, 2026Classification changedAl Nahyan Family OfficeAl Nahyan Family Office: PROBABLE_SFO -> CONFIRMED_SFO (The TruDoc release names the Al Nahyan Family Office as the Private Department of H.E. Sheikh Mohamed Bin Khaled Al Nahyan, investing for that family.)Fact
Sep 13, 2026Classification changedSchusterman Interests, LLCSchusterman Interests, LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_SFO (Press coverage of its 13F filing describes Tulsa-based Schusterman Interests as tied to the Schusterman family office, with a Schusterman Family Investments managing director signing the filing.)Fact
Sep 13, 2026Classification changedInterlaken CapitalInterlaken Capital: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (W. R. Berkley Corporation's proxy describes Interlaken Capital, Inc. of Greenwich as a company substantially owned and controlled by William R. Berkley.)Fact
Sep 13, 2026Classification changedZelkova Strategic Partners LLCZelkova Strategic Partners LLC: CANDIDATE_FAMILY_OFFICE -> PROBABLE_SFO (Brown-Forman's 2016 proxy lists the Owsley Brown II Family Group's address as care of Zelkova Strategic Partners, and it is also in-care-of on a Louisville family foundation, so it serves as that one family's office. (inferred from a proxy address, no page says family office))Inference
Sep 13, 2026Classification changed72 Investment Holdings, LLC72 Investment Holdings, LLC: CANDIDATE_FAMILY_OFFICE -> FAMILY_INVESTMENT_COMPANY (Steven A. Cohen's personal holding company at the Point72 address, of which he is the sole member.)Fact
Sep 13, 2026Classification changedG72 HoldingsG72 Holdings: PROBABLE_SFO -> CONFIRMED_SFO (G72 Holdings is the family office of Raymond Gindi, whose family co-founded Century 21 Stores, and backs Crown Brands Group.)Fact