| Wilks Brothers, LLC | Single family office (probable) | · | 3 | 7 | Energy, utilities and infrastructure (5 deals) | 6 | · | Sep 30, 2025 |
| Damier Group | Single family office | · | 7 | 16 | Hardware and deep tech (stated) | 9 | · | Sep 2, 2025 |
| S-Cubed Capital | Single family office | Menlo Park, CA | 3 | 1 | Real estate (1 deal), Financial services (stated), Hospitality and leisure (stated), +1 more | 4 | · | Sep 1, 2025 |
| A•••• C•••••• | Single family office (probable) | New York | 2 | 1 | Energy, utilities and infrastructure (1 deal), Aerospace, defense and government (stated) | 2 | · | Aug 1, 2025 |
| A•• D•••• C•••••• G•••• | Single family office (probable) | Abu D•••• | 11 | 1 | Industrial services (1 deal) | 19 | · | Jul 24, 2025 |
| P••••••• P•••••• C•••••• | Family investment company | Chicago, IL | 35 | 8 | Healthcare services (stated), Life sciences (stated), Business services (stated), +4 more | 61 | · | Jun 23, 2025 |
| W••••••••• C•••••• P••••••• | Single family office (probable) | Chicago, IL | 3 | 1 | Industrial services (stated), Manufacturing (stated), Transportation and logistics (stated), +1 more | 3 | · | Jun 11, 2025 |
| T•••• C••••••• L•• | Family investment company | Wilson, WY | 1 | 7 | Financial services (2 deals), Transportation and logistics (1 deal) | 1 | · | Jun 10, 2025 |
| G•• H••••••• | Single family office | · | 1 | 4 | Real estate (2 deals), Consumer products and retail (stated) | 1 | · | May 14, 2025 |
| M••••••• | Single family office (probable) | · | 9 | 20 | Healthcare services (3 deals), Hospitality and leisure (3 deals), Life sciences (2 deals), +4 more | 13 | · | Apr 30, 2025 |
| J••••••• G••••• L•• | Single family office (probable) | NC | 1 | 2 | · | 2 | · | Apr 28, 2025 |
| T•• L•••• H• M••••• C•••••• | Family investment company | Sandy, UT | 2 | 2 | Hospitality and leisure (1 deal), Consumer services (stated) | 6 | · | Apr 18, 2025 |
| W••••••••• V•••••• H•••••••• L•• | Single family office (probable) | Reno, NV | 1 | 2 | Life sciences (1 deal), Financial services (1 deal) | 1 | · | Mar 11, 2025 |
| A•••• C•••••• P••••••• | Single family office (probable) | New York, NY | 1 | 2 | Energy, utilities and infrastructure (stated) | 1 | · | Feb 18, 2025 |
| B•••• S•••• C•••••• | Single family office | · | 1 | 2 | Hospitality and leisure (1 deal), Media and telecom (1 deal) | 1 | · | Jan 1, 2025 |
| C••••• F••••• T•••• | Single family office | Rosemead, CA | 3 | 7 | Hospitality and leisure (4 deals), Healthcare services (2 deals), Life sciences (1 deal), +1 more | 5 | AUM $3.1B | Jan 1, 2025 |
| J•••• C••••••••• L•• | Single family office | Hattiesburg, MS | 8 | 25 | Transportation and logistics (5 deals), Software (4 deals), Energy, utilities and infrastructure (3 deals), +5 more | 15 | · | Jan 1, 2025 |
| B•• • A••••••••• | Single family office (probable) | · | 3 | 8 | Hospitality and leisure (3 deals), Healthcare services (2 deals), Financial services (1 deal), +1 more | 8 | · | Nov 21, 2024 |
| B•••• C••••••• L•• | Candidate | San Diego, CA | 1 | · | · | 1 | 13F $2.0B | Nov 14, 2024 |
| O••• F••••• O••••• •••• W••••• M••••••••• L•• | Single family office (probable) | Fremont, CA | 1 | 2 | · | 1 | · | Nov 14, 2024 |
| S• X•• M••••••••• L•• | Candidate | Menlo Park, CA | 1 | · | · | 1 | · | Nov 14, 2024 |
| C•••••••• M••••••••• L•• | Candidate | Pleasantville, NY | 1 | · | · | 1 | · | Nov 13, 2024 |
| R•• C••••••• L•• | Candidate | Naples, FL | 1 | · | · | 1 | 13F $2.3B | Nov 13, 2024 |
| T•••• M••••••••• C•••• | Single family office | New York, NY | 2 | · | · | 5 | 13F $22.8M | Nov 13, 2024 |
| H•••••• P••••••• L•• | Candidate | Mishawaka, IN | 1 | · | · | 1 | 13F $297M | Nov 12, 2024 |
| E••••• L•• | Single family office (probable) | · | 2 | · | · | 3 | AUM $3.0B | Nov 8, 2024 |
| S•••• C•••••• I•• • C•• | Candidate | Fairfield, CT | 1 | · | · | 3 | 13F $668M | Nov 8, 2024 |
| P•••• F•••• P••••••• | Single family office | Baltimore, MD | 2 | 1 | Agriculture (1 deal) | 3 | Foundations $474M | Nov 1, 2024 |
| B••••• R••••• • A••••••••• | Candidate | Pasadena, CA | 1 | · | · | 1 | 13F $471M | Oct 30, 2024 |
| F••••• A•••• M••••••••• L•• | Multi-family office | · | 1 | · | · | 2 | 13F $166M | Oct 30, 2024 |
| O••••••• M••••••••• L•• | Candidate | Boston, MA | 1 | · | · | 1 | · | Oct 24, 2024 |
| 2••• S••••• V•••••••• L•• | Single family office (probable) | Atlanta, GA | 1 | 2 | · | 1 | · | Oct 23, 2024 |
| C•••• B•••• F•••••••• P•••••••• L•• | Candidate | Cleveland, OH | 2 | · | · | 3 | 13F $698,121 | Oct 21, 2024 |
| B••••• M••••••• M•••• M••••••••• I•• | Candidate | Bentonville, AR | 1 | · | · | 1 | 13F $172M | Oct 11, 2024 |
| V••••••••• F••••••••• L•• | Candidate | Shavano Park, TX | 1 | · | · | 1 | 13F $147M | Oct 11, 2024 |
| K•• | 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•••••• 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 |
| 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 |
| 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 |
| 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 |