| 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 |
| Legacy Knight Mfo, LLC | 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 |
| D••••••• F••••• O••••• L•• | Single family office | New York, NY | 1 | 12 | 5 | 13F $5.2B | Aug 14, 2026 |
| D•••••••• I••••••••• G••••• L•• | Single family office | Milford, MI | · | 11 | 4 | 13F $127M | Aug 13, 2026 |
| B••••••• F••••• O•••••• L•• | Multi-family office | Charlotte, NC | 11 | · | 26 | 13F $761M | Aug 12, 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 |
| J•• F••••• O••••• | Multi-family office | Denver, CO | 32 | · | 65 | 13F $1.9B | Aug 6, 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 |
| G•••••••• G•••••••• L•• | Multi-family office | Fayetteville, AR | 17 | · | 33 | 13F $2.1B | 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 |
| L•• F••••• W••••• A•••••••• L••• | Multi-family office | Austin, TX | 7 | · | 7 | 13F $196M | Jul 14, 2026 |
| S••••••• G••••• L•• | Family investment company | Little Rock, AR | 25 | 57 | 48 | AUM $2.0B | Jul 10, 2026 |
| S•••••• F••••• O••••• | Single family office | Rome, GA | 2 | 4 | 9 | · | Jul 7, 2026 |
| A•••••• I••••••••• G•••• | Single family office (probable) | Sliema | 3 | 20 | 4 | AUM $7.0B | Jun 15, 2026 |
| E•••••••• P••••••• | Single family office | Dublin, GA | 7 | 8 | 15 | · | May 27, 2026 |
| G•••••• S•• V••••••• | Single family office | · | 29 | 52 | 46 | · | May 7, 2026 |
| V• C•••••• | Single family office | · | 3 | 13 | 7 | · | Apr 23, 2026 |
| D•••• F••••• C•••••• M••••••••• L•• | Family investment company | San Francisco, CA | 13 | 4 | 25 | Foundations $83.8M | Mar 20, 2026 |
| C•••••• F••••• O••••• | Family investment company | Minnetonka, MN | 7 | 19 | 15 | Foundations $571M | Feb 11, 2026 |
| N••••••• A•••• M••••••••• | Single family office | · | · | 5 | 4 | · | Feb 10, 2026 |
| T••••••••• C•••••• | Single family office (probable) | · | 2 | 3 | 2 | · | Jan 27, 2026 |
| D••••••• G••••• | Single family office | Winter Park, FL | 2 | 5 | 4 | · | Jan 22, 2026 |
| H••• C•••••• H••••••• | Single family office | Palm Harbor, FL | 1 | 8 | 2 | · | Jan 21, 2026 |
| N•• C•••••• | Family investment company | · | 1 | 3 | 2 | · | Jan 20, 2026 |
| P••••••• F••••• O••••• | Multi-family office | Manhattan Beach, CA | 3 | · | 4 | RAUM $327M | Dec 3, 2025 |
| C••••••••• T••• C•••••• | Single family office | · | 2 | 6 | 3 | · | Nov 18, 2025 |
| S•••••••• I••••••••• G••••• L•• | Multi-family office | Birmingham, AL | 6 | · | 13 | 13F $4.3B | Nov 3, 2025 |
| M•••••••• | Single family office (probable) | · | 5 | 35 | 8 | · | Oct 17, 2025 |
| D••••• G•••• | Single family office | · | 7 | 16 | 9 | · | Sep 2, 2025 |
| P••••••• P•••••• C•••••• | Family investment company | Chicago, IL | 35 | 8 | 61 | · | Jun 23, 2025 |
| W••••••••• C•••••• P••••••• | Single family office (probable) | Chicago, IL | 3 | 1 | 3 | · | Jun 11, 2025 |
| M••••••• | Single family office (probable) | · | 9 | 20 | 13 | · | Apr 30, 2025 |
| T•• L•••• H• M••••• C•••••• | Family investment company | Sandy, UT | 2 | 2 | 6 | · | Apr 18, 2025 |
| B•••• S•••• C•••••• | Single family office | · | 1 | 2 | 1 | · | Jan 1, 2025 |
| P•••• F•••• P••••••• | Single family office | Baltimore, MD | 2 | 1 | 3 | Foundations $474M | Nov 1, 2024 |
| S••• C•••• C•••••• | Single family office | Atlanta, GA | 2 | 9 | 11 | · | Mar 29, 2024 |