| Payden & Rygel Investment Group | Candidate | Los Angeles, CA | · | · | · | 1 | 13F $1.2B | Oct 9, 2024 |
| Sinecera Capital, LLC | Candidate | Austin, TX | · | · | · | 1 | 13F $82.9M | Oct 8, 2024 |
| KCH | Single family office (probable) | Foxboro, MA | 1 | 1 | Life sciences (1 deal) | 3 | · | Oct 1, 2024 |
| S••••••• F••••• I••••••••• O••••• | Single family office | New York, NY | 4 | 2 | Energy, utilities and infrastructure (1 deal), Hospitality and leisure (1 deal) | 4 | · | Aug 19, 2024 |
| W•••••••• C•••••• P••••••• | Single family office | · | · | 2 | Energy, utilities and infrastructure (2 deals) | 1 | · | Aug 19, 2024 |
| C•• H•••••••• L•• | Candidate | Wilmington, DE | · | · | · | 1 | 13F $116B | Aug 15, 2024 |
| W••••••••• C•••••• M•••••••• | Candidate | Memphis, TN | 1 | · | · | 1 | 13F $224M | Aug 14, 2024 |
| C•••••• B••••• • C• L•• | Candidate | Ellenville, NY | 1 | · | · | 2 | 13F $170M | Aug 12, 2024 |
| E••••• G•••• H•••••••• L•• | Single family office (probable) | New York, NY | · | 2 | · | 1 | · | Aug 12, 2024 |
| R•••• M••••••••• C• L•• | Candidate | Menlo Park, CA | · | · | · | 1 | 13F $331M | Aug 6, 2024 |
| O•••• H••••••• L•• | Candidate | New York, NY | · | · | · | 1 | 13F $422M | Jul 31, 2024 |
| K••••• S••••••••• L•• | Candidate | Litchfield, CT | 1 | · | · | 1 | 13F $319M | Jul 30, 2024 |
| D••••• C•••••• M••••••••• L•• | Single family office | Dallas, TX | 2 | 2 | Financial services (2 deals) | 4 | AUM $1.5B | Jul 23, 2024 |
| M••••• P••• L• | Single family office | New York, NY | · | 1 | · | 1 | · | Jul 22, 2024 |
| W••••• W••••• P••••••• L•• | Candidate | Beachwood, OH | · | · | · | 1 | 13F $179M | Jul 11, 2024 |
| A••• G••••••• • C••• L••• | Candidate | Wilton, CT | 1 | · | · | 1 | 13F $2.3M | Jul 3, 2024 |
| T••••••••• F••••• O••••• | Single family office | · | 11 | 2 | Financial services (2 deals), Real estate (2 deals) | 16 | · | Jul 1, 2024 |
| N••••••• A• | Single family office (probable) | · | 1 | 3 | Life sciences (3 deals) | 4 | · | May 29, 2024 |
| M•••• F••• F•••••• I••• | Candidate | Reno, NV | 1 | · | · | 1 | 13F $301M | May 16, 2024 |
| M•••• I••••••••• L•• | Candidate | Denver, CO | 1 | · | · | 1 | 13F $135M | May 16, 2024 |
| C••••• C•••••• L• | Candidate | New York, NY | · | · | · | 1 | 13F $216M | May 15, 2024 |
| S•••••• P••••••• I••••••••• S••••••••• L•• | Candidate | Portland, OR | · | · | · | 1 | 13F $594M | May 15, 2024 |
| K••••• L•• | Single family office | Stamford, CT | 2 | 4 | Energy, utilities and infrastructure (2 deals), Hardware and deep tech (1 deal), Consumer products and retail (1 deal) | 4 | · | May 10, 2024 |
| T••••••• I•••• S••••••••• L•• | Candidate | Overland Park, KS | 1 | · | · | 1 | 13F $497M | May 10, 2024 |
| B••••••••• | Single family office | MA | 1 | 1 | · | 2 | · | May 9, 2024 |
| C•••• C••••••• L••••• | Candidate | New York, NY | 1 | · | · | 1 | 13F $205M | May 7, 2024 |
| S•••••••• W••••• P••••••• G••••• L•• | Candidate | Deerfield, IL | · | · | · | 1 | 13F $906M | Apr 30, 2024 |
| E••••••••• P•••••••• L•• | Candidate | Winchester, TN | · | · | · | 1 | 13F $420M | Apr 25, 2024 |
| C•• J•••••• H••••••• L•• | Single family office (probable) | · | 2 | 2 | Energy, utilities and infrastructure (2 deals) | 2 | · | Apr 24, 2024 |
| S•••••• • P••••• C• L•• | Candidate | Lafayette, CA | · | · | · | 1 | 13F $669M | Apr 18, 2024 |
| M•••••• • N••••• G••••• L•• | Candidate | Fairport, NY | · | · | · | 1 | 13F $8.8B | Apr 15, 2024 |
| S••• C•••• C•••••• | Single family office | Atlanta, GA | 2 | 9 | Financial services (3 deals), Business services (2 deals), Transportation and logistics (2 deals), +3 more | 11 | · | Mar 29, 2024 |
| C••••• C•••• F••••• O•••••• | Multi-family office | Denver, CO | 16 | · | · | 16 | RAUM $2.0B | Mar 22, 2024 |
| O••••••• I•• | Outsourced family office provider | New York, NY | 1 | · | · | 2 | RAUM $102M | Mar 22, 2024 |
| O•••••••• E••••••••• | Single family office (probable) | · | 1 | 2 | Real estate (2 deals), Software (1 deal) | 3 | · | Mar 13, 2024 |
| L••• F••••• P•••••••• L•• | Family investment company | · | 4 | 2 | Software (1 deal), Hospitality and leisure (1 deal), Healthcare services (stated), +1 more | 8 | · | Mar 11, 2024 |
| A•••••• F••••• O••••• | Outsourced family office provider | Santa Monica, CA | 2 | · | · | 3 | · | Mar 1, 2024 |
| M••••• H•••••• C•••••• | Single family office | Riyadh | 1 | 3 | Consumer products and retail (1 deal) | 3 | · | Feb 29, 2024 |
| O•••• G••••• | Single family office (probable) | · | 2 | 3 | Healthcare services (1 deal), Life sciences (1 deal), Hospitality and leisure (1 deal), +1 more | 5 | · | Feb 8, 2024 |
| O•••• C•••••• C••••••••• | Single family office (probable) | · | · | · | · | 1 | · | Jan 23, 2024 |
| P••••••• O••••••••• | Family investment company | Chicago, IL | 15 | 69 | Financial services (4 deals), Life sciences (stated), Manufacturing (stated) | 36 | · | Jan 1, 2024 |
| R••••• F••••• O••••• | Single family office | Dallas, TX | 3 | 5 | Software (1 deal), Hardware and deep tech (1 deal), Manufacturing (1 deal), +2 more | 10 | · | Jan 1, 2024 |
| W••••• E••••••••• L•• | Single family office | Chicago, IL | 3 | 46 | Life sciences (2 deals), Healthcare services (1 deal) | 5 | · | Jan 1, 2024 |
| T•••••••• P••••••• | Single family office (probable) | · | 2 | 3 | Life sciences (2 deals) | 6 | · | Dec 13, 2023 |
| G••••• C•••• | Family investment company | New York, NY | · | 2 | Software (1 deal), Hospitality and leisure (1 deal), Real estate (1 deal), +1 more | 1 | · | Dec 5, 2023 |
| K••••••• | Family investment company | Nashville, TN | 4 | 4 | Healthcare services (1 deal), Transportation and logistics (1 deal) | 7 | · | Nov 13, 2023 |
| L••• G••••• I••••••••• | Single family office (probable) | · | 2 | 1 | Consumer products and retail (1 deal), Hospitality and leisure (1 deal) | 3 | · | Nov 3, 2023 |
| S•••• E••••• P••••••• | Single family office | Houston, TX | · | 4 | Life sciences (1 deal), Industrial services (1 deal) | 1 | · | Aug 23, 2023 |
| B••••• F••••• A••••••• L•• | Outsourced family office provider | B•••••, MA | 3 | · | · | 5 | RAUM $330M | Jun 28, 2023 |
| 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 |