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.

Family offices by theme

Family Offices with Public Equity Books

Offices that file Form 13F: their reported long positions are on each profile, quarter by quarter. A 13F is never the whole portfolio. Derived from the live graph; a stated mandate with no deal behind it ranks below one with six.

1 to 50 of 279 offices
50 rows · click a row for the profile in brief, open it for every field
Wildcat Capital ManagementSingle family office
Stephens Group, LLCFamily investment company
Dauntless Investment Group, LLCSingle family office
72 Investment Holdings, LLCFamily investment company
Duquesne Family Office LLCSingle family office
Sapient Capital LLCOutsourced family office provider
Summer Road LLCSingle family office
Summit Trail Advisors, LLCOutsourced family office provider
Tarsadia Capital, LLCSingle family office
West Family Investments, Inc.Single family office
Brave Family AdvisorsOutsourced family office provider
Euclidean Capital LLCSingle family office
Focus Partners Wealth, LLCOutsourced family office provider
George Kaiser Family FoundationFamily foundation
Arrowroot Family Office, LLCMulti-family office
Bigsur Partners, LLCMulti-family office
Biltmore Family Office, LLCMulti-family office
Cambient Family Office, LLCMulti-family office
Canopy PartnersMulti-family office
Collective Family Office, LLCOutsourced family office provider
Colony Family Offices, LLCMulti-family office
Connable Office IncMulti-family office
Element Pointe Family OfficeMulti-family office
Greenwood Gearhart, LLCMulti-family office
Kelleher Financial Advisors, LLCOutsourced family office provider
Nolet Wealth Management, LLCMulti-family office
Oneascent Family OfficesOutsourced family office provider
Permcap Investment OfficeMulti-family office
Prossimo Advisors LLCMulti-family office
Riverglades Family Offices, LLCMulti-family office
Seneschal Family OfficeOutsourced family office provider
Shade Tree Advisors LLCMulti-family office
Stenger Family Office, LLCMulti-family office
Stokes Family Office LLCOutsourced family office provider
Storyone Family OfficeMulti-family office
Tred Avon Family Wealth, LLCMulti-family office
Turtle Creek Wealth Advisors, LLCMulti-family office
Vernal Point Advisors, LLCOutsourced family office provider
Fiduciary Family Office, LLCMulti-family office
Fortitude Family OfficeMulti-family office
Harbour Capital Advisors, LLCOutsourced family office provider
Henrickson Nauta Wealth Advisors, Inc.Outsourced family office provider
Heritage Family Offices, LLPOutsourced family office provider
HMS Investment AdvisorsOutsourced family office provider
Indie Asset Partners, LLCOutsourced family office provider
Kopp Family Office, LLCSingle family office
LBJ Family Wealth Advisors, Ltd.Multi-family office
Legacy Bridge Private Family OfficesMulti-family office
Pioneer Family Office, LLCOutsourced family office provider
PMG Family Office, LLCMulti-family office
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