| IPG Investment Advisors, LLC | Outsourced family office provider | San Diego, CA | 2 | · | · | 5 | 13F $696M | Aug 12, 2026 |
| KCM Capital Inc | Candidate | Shawnee, KS | 1 | 1 | · | 2 | 13F $618M | Aug 12, 2026 |
| Matters Capital LLC | Candidate | Miami, FL | 2 | · | · | 3 | 13F $143M | Aug 12, 2026 |
| S•••••••• M••••••••• L•• | Candidate | Lake Forest, IL | 1 | · | · | 1 | 13F $196M | Aug 12, 2026 |
| A•••• F••••••• L•• | Family investment company | · | 2 | · | · | 3 | 13F $181M | Aug 11, 2026 |
| C••••• F••••• O•••••• L•• | Outsourced family office provider | Radnor, PA | 35 | · | · | 38 | AUM $10B | Aug 11, 2026 |
| G••••••••• W•••••• L•• | Outsourced family office provider | Cincinnati, OH | 1 | · | · | 1 | 13F $105M | Aug 11, 2026 |
| H• C••••••• L•• | 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 |
| I••••••••• F••••• O•••••• L•• | Multi-family office | Albany, NY | 2 | · | · | 4 | 13F $249M | Aug 11, 2026 |
| O•••••••• F••••• O•••••• | Outsourced family office provider | Birmingham, AL | 13 | 1 | · | 28 | 13F $198M | Aug 11, 2026 |
| S••• H••••• F••••• C••••••• L•• | Candidate | Chapel Hill, NC | 1 | · | · | 1 | 13F $150M | Aug 11, 2026 |
| S••••• F••••• O••••• L•• | Outsourced family office provider | New Orleans, LA | 1 | · | · | 3 | AUM $3.4B | Aug 11, 2026 |
| T••••••• C••••••• L•• | Single family office | New York, NY | 6 | 35 | Financial services (8 deals), Life sciences (5 deals), Healthcare services (2 deals), +4 more | 14 | AUM $2.0B | Aug 11, 2026 |
| A••••••••• I••••••••• C••••••• I••• | Candidate | Fort Worth, TX | 1 | 1 | · | 2 | · | Aug 10, 2026 |
| O• M••••••••• L•• | Candidate | Minneapolis, MN | 1 | · | · | 3 | 13F $53.5M | Aug 10, 2026 |
| S••••• R••• L•• | Single family office | West Palm Beach, FL | 2 | 10 | Life sciences (5 deals), Consumer products and retail (1 deal) | 6 | 13F $161M | Aug 10, 2026 |
| T•• W••••• P••••••• | Outsourced family office provider | Maumee, OH | 22 | · | · | 58 | 13F $919M | Aug 10, 2026 |
| T•• E••••••• G•••• L•• | Family investment company | New York, NY | 1 | · | · | 2 | AUM $2.5B | Aug 10, 2026 |
| T••• A••• F••••• W•••••• L•• | Multi-family office | Easton, MD | 1 | · | · | 3 | 13F $327M | Aug 10, 2026 |
| W••• F••••• I••••••••• I••• | Single family office | Carlsbad, CA | 2 | 23 | Software (5 deals), Financial services (5 deals), Energy, utilities and infrastructure (3 deals), +8 more | 8 | 13F $345M | Aug 10, 2026 |
| B••••• M••••••••• L•• | Candidate | New York, NY | 1 | · | · | 1 | 13F $6.0M | Aug 7, 2026 |
| C•••• V• F••••• O•••••• L•• | Multi-family office | Denver, CO | 28 | · | · | 59 | 13F $1.1B | Aug 7, 2026 |
| E•••••• P••••• F••••• O••••• | Multi-family office | Miami, FL | 14 | · | · | 16 | 13F $621M | Aug 7, 2026 |
| I•••• A•••• P•••••••• L•• | Outsourced family office provider | Carmel, IN | 9 | 1 | · | 12 | 13F $104M | Aug 7, 2026 |
| O•••••• C••••••••• | Family investment company | Los Angeles, CA | 3 | 1 | Healthcare services (1 deal), Hospitality and leisure (1 deal) | 9 | AUM $3.0B | Aug 7, 2026 |
| R••••••• C•••••• P•••••••• L•• | Candidate | Fort Lauderdale, FL | 1 | · | · | 1 | 13F $452M | Aug 7, 2026 |
| A•••••••• F••••• O•••••• L•• | Multi-family office | Marina Del Rey, CA | 15 | · | · | 19 | 13F $349M | Aug 6, 2026 |
| G••••••• | Multi-family office | · | 20 | · | · | 35 | AUM $5.0B | Aug 6, 2026 |
| J•• F••••• O••••• | Multi-family office | Denver, CO | 32 | · | · | 65 | 13F $1.9B | Aug 6, 2026 |
| K••••••• F•••••••• A•••••••• L•• | Outsourced family office provider | New York, NY | 5 | · | · | 8 | 13F $705M | Aug 6, 2026 |
| M•• W••••• M••••••••• L•• | Outsourced family office provider | Philadelphia, PA | 1 | · | · | 1 | 13F $251M | Aug 6, 2026 |
| P••••••• W••••• P••••••• | Outsourced family office provider | Itasca, IL | 1 | · | · | 3 | 13F $220M | Aug 6, 2026 |
| S••• P•••••• W••••• G••••• L•• | Outsourced family office provider | Oakbrook Terrace, IL | 3 | · | · | 5 | 13F $222M | Aug 6, 2026 |
| A••••••• A••••• I•• | Candidate | San Diego, CA | 3 | 3 | · | 3 | 13F $332M | Aug 5, 2026 |
| C•••• E•••••• I••••• | Single family office | New York, NY | 1 | · | · | 3 | 13F $434M | Aug 5, 2026 |
| F•••••••• F••••• O•••••• L•• | Multi-family office | Boca Raton, FL | 1 | · | · | 2 | 13F $400M | Aug 5, 2026 |
| G•••• • C••• L•• | Single family office | West Palm Beach, FL | 1 | 5 | · | 1 | 13F $40.8M | Aug 5, 2026 |
| T••••• C•••• W••••• A•••••••• L•• | Multi-family office | Dallas, TX | 22 | · | · | 36 | 13F $1.9B | Aug 5, 2026 |
| C•••••• F•••••••• G••••• I••• | Outsourced family office provider | Deerfield Beach, FL | 6 | · | · | 7 | 13F $237M | Aug 4, 2026 |
| N•••• F••••• W••••• | Candidate | Clearwater, FL | 3 | · | · | 4 | 13F $559M | Aug 4, 2026 |
| R•• F••••• W••••• A•••••••• L•• | Multi-family office | Burlington, MA | 7 | · | · | 20 | 13F $482M | Aug 4, 2026 |
| S•••• T••• A••••••• L•• | Multi-family office | Saratoga Springs, NY | 1 | · | · | 3 | 13F $172M | Aug 4, 2026 |
| W•••••• F•••••••• A••••••• G•••• L•• | Outsourced family office provider | Philadelphia, PA | 25 | · | · | 54 | 13F $1.3B | Aug 4, 2026 |
| C••••••• O••••• I•• | Multi-family office | Kalamazoo, MI | 19 | · | · | 20 | 13F $1.1B | Aug 3, 2026 |
| E•••• B•• F••••• O••••• | Outsourced family office provider | New York, NY | 2 | · | · | 6 | 13F $134M | Aug 3, 2026 |
| T••••• F••••• O•••••• I••• | Outsourced family office provider | Newport Beach, CA | 7 | · | · | 12 | 13F $698M | Aug 3, 2026 |
| T••••••• | Outsourced family office provider | Winston Salem, NC | 6 | 7 | · | 15 | 13F $354M | Aug 3, 2026 |
| C•••••• F••••• O•••••• I••• | Outsourced family office provider | Beaverton, OR | 2 | · | · | 4 | 13F $94.7M | Jul 31, 2026 |
| P••••• C••••••• L•• | Single family office | San Francisco, CA | 1 | · | · | 2 | 13F $244M | Jul 31, 2026 |
| R•• D••• W••••• M••••••••• L•• | Outsourced family office provider | Memphis, TN | 8 | · | · | 21 | 13F $1.1B | Jul 31, 2026 |