| Simpson Estates | Single family office (probable) | Chicago, IL | 1 | 1 | · | 3 | · | Oct 23, 2014 |
| Slewgrass | Single family office (probable) | · | · | 1 | Consumer products and retail (1 deal) | 1 | · | Jul 13, 2021 |
| Sonoma Capital Management LLC | Single family office (probable) | New York, NY | 3 | 1 | · | 3 | · | · |
| V••••• H••••••••• P••••••• | Single family office (probable) | New York, NY | 3 | 5 | · | 5 | · | Nov 3, 2017 |
| 7• • S•••• V••••••• | Single family office | Los Angeles, CA | · | 4 | Software (1 deal), Consumer products and retail (1 deal), Media and telecom (1 deal), +1 more | · | · | Feb 1, 2023 |
| C•••••• A•••• M••••••••• L•• | Single family office (probable) | Washington, DC | 1 | 1 | · | 1 | · | · |
| F••••••• C••••••• L•• | Single family office (probable) | · | · | 1 | · | · | · | · |
| T•••••••• | Single family office (probable) | · | · | 1 | · | · | · | · |
| S••••••• E••••••• | Family investment company | Great Neck, NY | 1 | 2 | · | 9 | · | · |
| D••• K•••• a•• P•••••• P•••• F••••• O••••• | Single family office | FL | 1 | 6 | Life sciences (1 deal), Manufacturing (1 deal), Energy, utilities and infrastructure (1 deal) | 3 | Foundations $281M | · |
| S••••••••• C•••••• | Single family office | · | · | 5 | Energy, utilities and infrastructure (1 deal) | 1 | · | · |
| S••••••• C•••••• L•• | Single family office (probable) | Boston, MA | 3 | 37 | Software (8 deals), Life sciences (3 deals), Healthcare services (2 deals), +11 more | 10 | Foundations $254M | · |
| A• • A••••••••• L•• | Single family office | New York, NY | 1 | 50 | Business services (stated), Media and telecom (stated) | 6 | · | Apr 1, 2012 |
| B•••• H••• M••••••••• L•• | Single family office (probable) | Nashville, TN | · | 1 | · | 2 | 13F $7.0B | Aug 12, 2026 |
| R••• C•••••• I•• | Single family office (probable) | Glen Mills, PA | 8 | 4 | Healthcare services (2 deals), Hospitality and leisure (2 deals), Consumer products and retail (1 deal) | 8 | Foundations $69.1M | Jun 16, 2023 |
| T••••• E••••••••• I••• | Family investment company | Atlanta, GA | 2 | 1 | Energy, utilities and infrastructure (1 deal) | 5 | · | · |
| S••••• F••••• C••••••• I••• | Family investment company | Charlotte, NC | 7 | 1 | · | 10 | · | · |
| S••••• J•••• C••••••• L•• | Single family office | Saratoga Springs, NY | 1 | 2 | · | 2 | · | · |
| E••••••• M••••••••• L•• | Single family office | New York, NY | 1 | 1 | Hospitality and leisure (1 deal) | 2 | · | Aug 23, 2017 |
| S•••• C•••••• G•••• | Family investment company | Los Angeles, CA | 18 | 1 | · | 22 | · | · |
| T•• L•••• H• M••••• C•••••• | Family investment company | Sandy, UT | 2 | 2 | Hospitality and leisure (1 deal), Consumer services (stated) | 6 | · | Apr 18, 2025 |
| G••• P••••••• | Family investment company | Houston, TX | 2 | 1 | Hospitality and leisure (1 deal) | 6 | · | · |
| F•••• I••••••••• M••••••••• | Candidate | Dallas, TX | 2 | 1 | · | 2 | Foundations $9.3M | · |
| T••••• P••••••• | Candidate | Buffalo, NY | · | 2 | · | 3 | Foundations $7.2M | · |
| K•••••••• C•••••• M••••••••• | Candidate | San Francisco, CA | · | 1 | · | · | Foundations $7.4M | · |
| T•••••••• F••••• C•••••• | Candidate | · | · | 2 | · | · | · | · |
| F••••• F••••• O••••• | Candidate | · | · | 1 | · | · | · | · |
| K••• F••••• O••••• | Candidate | · | · | 1 | · | · | · | · |
| O•••••• F••••• O••••• | Candidate | · | · | 1 | · | · | · | · |
| A••••••• A••••• I•• | Candidate | San Diego, CA | 3 | 3 | · | 3 | 13F $332M | Aug 5, 2026 |
| P•••••• A••••••••• • P•••••• A••••••••• I• J•••• V•••••• | Candidate | Dallas, TX | 1 | 8 | · | 1 | 13F $73.6M | May 15, 2026 |
| K•• C•••••• I•• | Candidate | Shawnee, KS | 1 | 1 | · | 2 | 13F $618M | Aug 12, 2026 |
| E••• C•••••• L•• | Candidate | New York, NY | 6 | 44 | · | 13 | Foundations $1.4M | · |
| G••••• G•••• I••••••••• L•• | Candidate | New York, NY | 1 | 1 | · | 1 | 13F $843M | Mar 24, 2026 |
| J•• P••••••• L•• | Candidate | New York, NY | 13 | 1 | · | 18 | Foundations $5.4M | · |
| L•••••••• W••••• S••••••• L•• | Candidate | New York, NY | 1 | 3 | · | 4 | Foundations $3.2M | · |
| M••••• P••••••• | Candidate | New York, NY | 92 | 69 | · | 120 | · | Aug 11, 2026 |
| W• M••••••••• L••• | Candidate | Jacksonville, FL | 1 | 13 | · | 1 | 13F $1.1B | Aug 14, 2026 |
| A••••••••• I••••••••• C••••••• I••• | Candidate | Fort Worth, TX | 1 | 1 | · | 2 | · | Aug 10, 2026 |
| E• C••••••••• H•••••••• L•• | Candidate | Washington, DC | 1 | 1 | · | 1 | 13F $308M | Aug 14, 2026 |
| F•••••• J•••• B• J• | Candidate | Alexandria, VA | · | 1 | · | 1 | 13F $905,330 | Oct 17, 2025 |
| H•• M•••••• L•• | Candidate | Chicago, IL | 1 | 1 | · | 1 | 13F $10.3M | Feb 10, 2026 |
| T••••• M••••••••• L•• | Candidate | Charlotte, NC | · | 3 | · | 2 | 13F $329M | Aug 13, 2026 |
| W•••••••• H•••••••• L•• | Candidate | New York, NY | 1 | 1 | · | 1 | 13F $4.4M | Aug 14, 2026 |
| E•••• M••••••••• | Candidate | Brookline, MA | · | 3 | · | 1 | Foundations $3.2M | · |
| F•••••••• C•••••• I•• | Candidate | Concord, MA | · | 4 | · | · | Foundations $930,551 | · |
| F•••• I••••••••• M••••••••• | Candidate | Brooklyn, OH | 2 | 1 | · | 2 | Foundations $996,465 | · |
| F•••• I••••••••• M••••••••• | Candidate | North Haven, CT | 2 | 1 | · | 2 | Foundations $579,338 | · |
| R•••••••• C•••••• I••••••••• L••• | Candidate | Miami Beach, FL | · | 40 | · | · | 13F $80.9M | Aug 14, 2026 |
| J•••• M••••••••• S••••••• L•• | Candidate | Cleveland, TN | · | 5 | · | · | Foundations $193,593 | · |