| Pine Ridge Advisers LLC | Single family office (probable) | New York, NY | 2 | · | · | 5 | AUM $14B | Aug 14, 2026 |
| HF Capital, LLC | Single family office | Knoxville, TN | 2 | 5 | Energy, utilities and infrastructure (3 deals), Consumer products and retail (2 deals) | 5 | 13F $297M | Aug 11, 2026 |
| Class VI Family Office, LLC | Multi-family office | Denver, CO | 28 | · | · | 59 | 13F $1.1B | Aug 7, 2026 |
| P•••••• I••••••••• L• | Single family office | Summit, NJ | · | · | · | 5 | 13F $335M | Aug 14, 2026 |
| A•••• F••••• O••••• L•• | Multi-family office | Miami, FL | 3 | · | · | 3 | 13F $269M | Aug 13, 2026 |
| B••••••••• A••••••• L•• | Multi-family office | Bellevue, WA | · | · | · | 2 | 13F $1.2B | Oct 24, 2025 |
| G••••• A••••••• L•• | Multi-family office | New York, NY | · | · | · | 2 | 13F $1.5B | Jul 7, 2026 |
| W•• P••••••• | Outsourced family office provider | Owings Mills, MD | 1 | · | · | 3 | Foundations $248M | Nov 13, 2025 |
| K•••••••• I••••••••• A••••••• | Single family office | MD | · | · | · | 3 | AUM $4.9B | Aug 13, 2026 |
| G•••••••• L•• | Multi-family office | NY | · | · | · | 1 | 13F $1.6B | Oct 31, 2024 |
| C••••••••• I••••••••• G•••• L•• | Family investment company | Englewood, CO | 4 | 3 | Real estate (1 deal) | 8 | 13F $1.2B | Jul 22, 2026 |
| W••••••• M••••••••• L•• | Single family office | New York, NY | 12 | · | · | 23 | 13F $112M | Aug 14, 2026 |
| C••••• F••••• O•••••• L•• | Single family office (probable) | Greenwood Village, CO | 3 | · | · | 4 | AUM $347M | Aug 19, 2026 |
| D• F••••• L• | Single family office (probable) | Mclean, VA | 1 | · | · | 1 | 13F $1.3B | Aug 14, 2026 |
| I••••••• F••••• O••••• L•• | Single family office (probable) | Sarasota, FL | · | · | · | 1 | 13F $135M | Aug 14, 2026 |
| B•••• H••• M••••••••• L•• | Single family office (probable) | Nashville, TN | · | 1 | · | 2 | 13F $7.0B | Aug 12, 2026 |
| 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 |
| I•• I••••••••• A•••••••• L•• | Outsourced family office provider | San Diego, CA | 2 | · | · | 5 | 13F $696M | Aug 12, 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 |
| 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 |
| F• I••••••••• L•• | Candidate | Salt Lake City, UT | · | · | · | 1 | 13F $1.8B | Aug 6, 2026 |
| T••••• M••••••••• L•• | Candidate | Charlotte, NC | · | 3 | · | 2 | 13F $329M | Aug 13, 2026 |
| H•••••••• P•••• L• | Candidate | Greenwich, CT | · | · | · | 1 | 13F $1.0B | Aug 13, 2026 |
| R•••••••• C•••••• I••••••••• L••• | Candidate | Miami Beach, FL | · | 40 | · | · | 13F $80.9M | Aug 14, 2026 |
| S••••••••• P•••••••• S••••••••• L•• | Candidate | Bala Cynwyd, PA | · | · | · | 2 | 13F $6.3B | Aug 14, 2026 |
| G••••• D••••• S•••• | Candidate | Ponte Vedra Beach, FL | · | · | · | 1 | 13F $333M | Aug 14, 2026 |