| MSD Capital, L.P. | Single family office | New York, NY | 5 | 54 | 6 | 13F $102M | Sep 13, 2026 |
| Permcap Investment Office | Multi-family office | Charleston, SC | 7 | · | 13 | 13F $972M | Sep 11, 2026 |
| Cresset | Multi-family office | Chicago, IL | 20 | · | 23 | 13F $28B | Sep 9, 2026 |
| L••••• K••••• M••• L•• | Multi-family office | Dallas, TX | 16 | · | 32 | RAUM $2.8B | Sep 4, 2026 |
| W•••••• C•••••• M••••••••• | Single family office | New York, NY | 20 | 66 | 33 | AUM $4.1B | Aug 31, 2026 |
| D•••• F••••• V••••••• L•• | Family investment company | San Francisco, CA | 12 | 76 | 24 | Foundations $83.8M | Aug 25, 2026 |
| A•••••• I••••• N•••••• A• | Single family office | · | 2 | 4 | 5 | · | Aug 19, 2026 |
| T•••• L••• C••••••• L•• | Single family office (probable) | · | 2 | · | 4 | · | Aug 17, 2026 |
| D••••••• F••••• O••••• L•• | Single family office | New York, NY | 1 | 12 | 5 | 13F $5.2B | Aug 14, 2026 |
| S•••••••• F••••• O••••• | Outsourced family office provider | Tacoma, WA | 7 | · | 12 | 13F $146M | Aug 14, 2026 |
| S•••• C•••••• M••••••••• | Single family office | New York, NY | 9 | · | 15 | 13F $559M | Aug 14, 2026 |
| C••••••• F••••• O•••••• L•• | Multi-family office | Ada, MI | 6 | · | 13 | 13F $813M | Aug 13, 2026 |
| D•••••••• I••••••••• G••••• L•• | Single family office | Milford, MI | · | 11 | 4 | 13F $127M | Aug 13, 2026 |
| L••••• B••••• P•••••• F••••• O•••••• | Multi-family office | West Des Moines, IA | 2 | · | 7 | 13F $324M | Aug 13, 2026 |
| B••••••• F••••• O•••••• L•• | Multi-family office | Charlotte, NC | 11 | · | 26 | 13F $761M | Aug 12, 2026 |
| O•••••••• F••••• O•••••• | Outsourced family office provider | Birmingham, AL | 13 | 1 | 28 | 13F $198M | Aug 11, 2026 |
| S••••• F••••• O••••• L•• | Outsourced family office provider | New Orleans, LA | 1 | · | 3 | AUM $3.4B | Aug 11, 2026 |
| W••• F••••• I••••••••• I••• | Single family office | Carlsbad, CA | 2 | 23 | 8 | 13F $345M | Aug 10, 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 | · | 17 | 13F $621M | 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 |
| F•••••••• F••••• O•••••• L•• | Multi-family office | Boca Raton, FL | 1 | · | 2 | 13F $400M | Aug 5, 2026 |
| T••••• C•••• W••••• A•••••••• L•• | Multi-family office | Dallas, TX | 22 | · | 36 | 13F $1.9B | Aug 5, 2026 |
| S•••• T••• A••••••• L•• | Multi-family office | Saratoga Springs, NY | 1 | · | 3 | 13F $172M | Aug 4, 2026 |
| T•••• F••••• O••••• | Family investment company | · | · | 8 | 2 | · | 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 |
| J• L••• | Single family office | Boca Raton, FL | 2 | · | 2 | · | Aug 3, 2026 |
| C•••••• F••••• O•••••• I••• | Outsourced family office provider | Beaverton, OR | 2 | · | 4 | 13F $94.7M | Jul 31, 2026 |
| W•••• • F••••• L•• | Multi-family office | Boston, MA | 15 | · | 18 | 13F $8.2B | Jul 30, 2026 |
| C••••••• | Multi-family office | · | 24 | · | 39 | 13F $2.0B | Jul 28, 2026 |
| S•••• Q•••• A••••••• | Multi-family office | · | 53 | · | 82 | 13F $2.5B | Jul 28, 2026 |
| W••••••• T•••• C•••••• | Multi-family office | Pasadena, CA | 8 | · | 8 | 13F $10B | Jul 28, 2026 |
| P••••••• A••••••• L•• | Multi-family office | San Luis Obispo, CA | 1 | · | 4 | 13F $17.3M | Jul 27, 2026 |
| S•• A•••••••• L•• | Outsourced family office provider | Montclair, NJ | 11 | · | 12 | 13F $116M | Jul 27, 2026 |
| T•• C•••••• G•••• | Multi-family office | · | 14 | 1 | 21 | 13F $5.2B | Jul 27, 2026 |
| G•••••••• G•••••••• L•• | Multi-family office | Fayetteville, AR | 17 | · | 33 | 13F $2.1B | Jul 24, 2026 |
| S••••••• F••••• O••••• | Multi-family office | Overland Park, KS | 8 | · | 13 | 13F $212M | Jul 24, 2026 |
| C••••••••• I••••••••• G•••• L•• | Family investment company | Englewood, CO | 4 | 3 | 8 | 13F $1.2B | Jul 22, 2026 |
| M••••• F••••• O••••• | Multi-family office | St Louis, MO | 3 | · | 12 | RAUM $3.8B | Jul 21, 2026 |
| C••••• F••••• O••••••• L•• | Multi-family office | Charlotte, NC | 10 | · | 18 | 13F $455M | Jul 20, 2026 |
| F•••••••• F••••• O••••• | Multi-family office | Scottsdale, AZ | 13 | · | 38 | 13F $516M | Jul 20, 2026 |
| P•••••••• | Multi-family office | Englewood, NJ | 12 | · | 15 | RAUM $110B | Jul 17, 2026 |
| P•• F••••• O•••••• L•• | Multi-family office | Plano, TX | 6 | 1 | 6 | 13F $109M | Jul 16, 2026 |
| L•• F••••• W••••• A•••••••• L••• | Multi-family office | Austin, TX | 7 | · | 7 | 13F $196M | Jul 14, 2026 |
| S•••••• F••••• O•••••• L•• | Multi-family office | Naperville, IL | 4 | · | 6 | 13F $629M | Jul 13, 2026 |
| N•••• W••••• M••••••••• L•• | Multi-family office | Fort Worth, TX | 6 | · | 6 | 13F $181M | Jul 10, 2026 |