| Rainier Family Wealth, Inc. | Multi-family office | Tacoma, WA | 1 | · | · | 4 | 13F $176M | Jul 15, 2026 |
| Avantra Family Wealth, Inc. | Multi-family office | Mechanicsburg, PA | 2 | · | · | 4 | 13F $157M | Jul 29, 2026 |
| Oakmont Corporation | Family investment company | Los Angeles, CA | 3 | 1 | Healthcare services (1 deal), Hospitality and leisure (1 deal) | 9 | AUM $3.0B | Aug 7, 2026 |
| S••••• R••• F•••••••• | Single family office (probable) | Los Angeles, CA | 3 | · | · | 4 | AUM $5.4B | Aug 14, 2026 |
| A••••• G••••• H••••••• L•• | Single family office (probable) | · | 2 | · | · | 2 | AUM $320M | Aug 14, 2026 |
| A•••• F••••••• L•• | Family investment company | · | 2 | · | · | 3 | 13F $181M | Aug 11, 2026 |
| D• F••••• L• | Single family office (probable) | Mclean, VA | 1 | · | · | 1 | 13F $1.3B | Aug 14, 2026 |
| B•••••••• L•• | Outsourced family office provider | Atlanta, GA | 29 | · | · | 62 | 13F $2.8B | Aug 25, 2026 |
| E••••• L•• | Single family office (probable) | · | 2 | · | · | 3 | AUM $3.0B | Nov 8, 2024 |
| T•• H•••••• C•••••• | Family investment company | Pittsburgh, PA | 18 | · | · | 20 | 13F $283M | Jul 27, 2026 |
| F••••• A•••• M••••••••• L•• | Multi-family office | · | 1 | · | · | 2 | 13F $166M | Oct 30, 2024 |
| C••••• W••••• P••••••• | Outsourced family office provider | St. Petersburg, FL | 21 | · | · | 30 | 13F $2.1B | Aug 13, 2026 |
| N••••••• M••••••••• O••••••••• L•• | Single family office (probable) | Dallas, TX | 1 | · | · | 4 | 13F $17B | Aug 14, 2026 |
| M•• W••••• M••••••••• L•• | Outsourced family office provider | Philadelphia, PA | 1 | · | · | 1 | 13F $251M | Aug 6, 2026 |
| P••••••• G••••• A••••••• L•• | Outsourced family office provider | P•••••••, ME | 1 | · | · | 4 | 13F $1.1B | Aug 13, 2026 |
| R•••• A•••• M••••••••• C• I•• | Outsourced family office provider | Dallas, PA | 11 | · | · | 16 | 13F $560M | Jul 29, 2026 |
| S•••• C••• A•••••••• L•• | Outsourced family office provider | Hingham, MA | 6 | · | · | 12 | 13F $400M | Jul 7, 2026 |
| B••• | Outsourced family office provider | Overland Park, KS | 9 | · | · | 10 | 13F $342M | Aug 14, 2026 |
| G••••••••• W•••••• L•• | Outsourced family office provider | Cincinnati, OH | 1 | · | · | 1 | 13F $105M | Aug 11, 2026 |
| L•••••••• H••• P•••••••• L•• | Outsourced family office provider | Dallas, TX | 2 | · | · | 3 | 13F $206M | Jul 8, 2026 |
| S•• A•••••••• L•• | Outsourced family office provider | Montclair, NJ | 10 | · | · | 11 | 13F $116M | Jul 27, 2026 |
| S••••• P•••••• W••••• L•• | Outsourced family office provider | Novato, CA | 2 | · | · | 2 | 13F $93.1M | Aug 14, 2026 |
| S•••••••• B••••••••• L•• | Outsourced family office provider | Atlanta, GA | 3 | · | · | 6 | 13F $2.0B | Jul 23, 2026 |
| I•• I••••••••• A•••••••• L•• | Outsourced family office provider | San Diego, CA | 2 | · | · | 5 | 13F $696M | Aug 12, 2026 |
| H••••• A••••••• | Outsourced family office provider | West Palm Beach, FL | 2 | · | · | 2 | 13F $795M | Jul 28, 2026 |
| L•••••••• W••••• M••••••••• L•• | Outsourced family office provider | New York, NY | 3 | · | · | 3 | 13F $154M | Jul 28, 2026 |
| S••• P•••••• W••••• G••••• L•• | Outsourced family office provider | Oakbrook Terrace, IL | 3 | · | · | 5 | 13F $222M | Aug 6, 2026 |
| F•••• C••••••• L•• | Family investment company | Nashville, TN | 2 | · | · | 2 | Foundations $621M | Jul 16, 2026 |
| T•• E••••••• G•••• L•• | Family investment company | New York, NY | 1 | · | · | 2 | AUM $2.5B | Aug 10, 2026 |
| H•••••• C•••••• L•• | Candidate | Woburn, MA | 1 | · | · | 1 | 13F $3.1B | Aug 12, 2026 |
| Q•• F••••• O••••• O•••••• L• | Family investment vehicle | New York, NY | 1 | · | · | 2 | 13F $1.7B | Aug 14, 2026 |
| F••••••••• F••••• W••••• A••••••• L•• | Candidate | Houston, TX | 4 | · | · | 4 | 13F $177M | Jul 16, 2026 |
| N•••• F••••• W••••• | Candidate | Clearwater, FL | 3 | · | · | 4 | 13F $559M | Aug 4, 2026 |
| M•••••• C•••••• L•• | Candidate | Miami, FL | 2 | · | · | 3 | 13F $143M | Aug 12, 2026 |
| C•••• F••••• W••••• A•••••••• I••• | Candidate | Mckinney, TX | 3 | · | · | 6 | 13F $145M | Jul 30, 2026 |
| S••• H••••• F••••• C••••••• L•• | Candidate | Chapel Hill, NC | 1 | · | · | 1 | 13F $150M | Aug 11, 2026 |
| S••••••••• A•••• I••••••••• L•• | Candidate | Princeton, NJ | 1 | · | · | 4 | 13F $3.7B | Aug 13, 2026 |
| W••••• P•••••• E••••• P•••••••• L•• | Candidate | Omaha, NE | 6 | · | · | 6 | 13F $185M | Jul 7, 2026 |
| 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 |
| B••••• M••••••••• L•• | Candidate | New York, NY | 1 | · | · | 1 | 13F $6.0M | Aug 7, 2026 |
| C••• Z••••••••• I••••••••• L•• | Candidate | Redwood City, CA | 1 | · | · | 1 | 13F $58.5M | Aug 14, 2026 |
| S••••••• C•••••• •• | Candidate | Sag Harbor, NY | 1 | · | · | 4 | 13F $400M | Jul 31, 2026 |
| G••••• G•••• I••••••••• L•• | Candidate | New York, NY | 1 | 1 | · | 1 | 13F $843M | Mar 24, 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 |
| H•• M•••••• L•• | Candidate | Chicago, IL | 1 | 1 | · | 1 | 13F $10.3M | Feb 10, 2026 |
| K•••••••• I••••••••• L•• | Candidate | Southampton, NY | 1 | · | · | 1 | 13F $347M | Aug 14, 2026 |