| MSD Capital, L.P. | Single family office | New York, NY | 5 | 54 | Financial services (3 deals), Hospitality and leisure (3 deals), Healthcare services (2 deals), +2 more | 6 | 13F $102M | Sep 13, 2026 |
| Permcap Investment Office | Multi-family office | Charleston, SC | 7 | · | · | 13 | 13F $972M | Sep 11, 2026 |
| Summit Trail Advisors, LLC | Outsourced family office provider | New York, NY | 18 | 3 | · | 31 | 13F $7.9B | Sep 4, 2026 |
| W•••••• C•••••• M••••••••• | Single family office | New York, NY | 20 | 66 | Consumer services (7 deals), Healthcare services (5 deals), Transportation and logistics (4 deals), +10 more | 33 | AUM $4.1B | Aug 31, 2026 |
| V••••• F••••• O••••• | Multi-family office | El Paso, TX | · | · | · | 2 | 13F $126M | Aug 20, 2026 |
| C••••• F••••• O•••••• L•• | Single family office (probable) | Greenwood Village, CO | 3 | · | · | 4 | AUM $347M | Aug 19, 2026 |
| 7• I••••••••• H•••••••• L•• | Family investment company | Stamford, CT | · | 9 | Life sciences (8 deals) | 3 | 13F $50.0M | Aug 14, 2026 |
| D• F••••• L• | Single family office (probable) | Mclean, VA | 1 | · | · | 1 | 13F $1.3B | Aug 14, 2026 |
| D••••••• F••••• O••••• L•• | Single family office | New York, NY | 1 | 12 | Hardware and deep tech (1 deal), Healthcare services (1 deal), Life sciences (stated) | 5 | 13F $5.2B | Aug 14, 2026 |
| E•••••• C•••••• P•••••••• L•• | Single family office | Boulder, CO | · | 5 | Manufacturing (2 deals), Life sciences (1 deal), Industrial services (1 deal), +2 more | 2 | 13F $130M | Aug 14, 2026 |
| E•••••••• C•••••• L•• | Single family office | New York, NY | 2 | 14 | Life sciences (5 deals), Healthcare services (2 deals) | 4 | 13F $440M | Aug 14, 2026 |
| G••••• D••••• S•••• | Candidate | Ponte Vedra Beach, FL | · | · | · | 1 | 13F $333M | Aug 14, 2026 |
| I••••••• F••••• O••••• L•• | Single family office (probable) | Sarasota, FL | · | · | · | 1 | 13F $135M | Aug 14, 2026 |
| J••• C•••••• L•• | Single family office | New York, NY | · | 15 | · | 6 | 13F $460M | Aug 14, 2026 |
| L••••••• A•••• M••••••••• L•• | Single family office | Chicago, IL | 1 | 3 | Hardware and deep tech (1 deal), Aerospace, defense and government (1 deal) | 5 | 13F $9.9B | Aug 14, 2026 |
| N••••••• M••••••••• O••••••••• L•• | Single family office (probable) | Dallas, TX | 1 | · | · | 4 | 13F $17B | Aug 14, 2026 |
| P•••••• I••••••••• L• | Single family office | Summit, NJ | · | · | · | 5 | 13F $335M | Aug 14, 2026 |
| P••• R•••• A••••••• L•• | Single family office (probable) | New York, NY | 2 | · | · | 5 | AUM $14B | Aug 14, 2026 |
| R•• C••••••• L•• | Single family office | Reno, NV | 2 | 17 | · | 2 | 13F $2.4B | Aug 14, 2026 |
| R•••••••• C•••••• I••••••••• L••• | Candidate | Miami Beach, FL | · | 40 | · | · | 13F $80.9M | Aug 14, 2026 |
| S••••••••• I••••••••• L•• | Single family office | Tulsa, OK | · | 1 | Hardware and deep tech (stated), Healthcare services (stated), Financial services (stated), +5 more | 4 | 13F $383M | Aug 14, 2026 |
| S•••• F••• M••••••••• L•• | Single family office | New York, NY | 7 | 87 | Energy, utilities and infrastructure (2 deals), Media and telecom (2 deals), Financial services (1 deal) | 17 | AUM $28B | Aug 14, 2026 |
| S••••••••• P•••••••• S••••••••• L•• | Candidate | Bala Cynwyd, PA | · | · | · | 2 | 13F $6.3B | Aug 14, 2026 |
| V••••• P•••• A•••••••• L•• | Outsourced family office provider | San Francisco, CA | 4 | · | · | 5 | 13F $296M | Aug 14, 2026 |
| W••••••• M••••••••• L•• | Single family office | New York, NY | 12 | · | · | 23 | 13F $112M | Aug 14, 2026 |
| W• M••••••••• L••• | Candidate | Jacksonville, FL | 1 | 13 | · | 1 | 13F $1.1B | Aug 14, 2026 |
| A•••• F••••• O••••• L•• | Multi-family office | Miami, FL | 3 | · | · | 3 | 13F $269M | Aug 13, 2026 |
| C••••• W••••• P••••••• | Outsourced family office provider | St. Petersburg, FL | 21 | · | · | 30 | 13F $2.1B | Aug 13, 2026 |
| D•••••••• I••••••••• G••••• L•• | Single family office | Milford, MI | · | 11 | Life sciences (4 deals), Education (2 deals) | 4 | 13F $127M | Aug 13, 2026 |
| H•••••••• P•••• L• | Candidate | Greenwich, CT | · | · | · | 1 | 13F $1.0B | Aug 13, 2026 |
| K•••••••• I••••••••• A••••••• | Single family office | MD | · | · | · | 3 | AUM $4.9B | Aug 13, 2026 |
| M•••••• | Outsourced family office provider | Overland Park, KS | 3 | 7 | · | 8 | 13F $95B | Aug 13, 2026 |
| R••••••••• C•••••• M••••••••• | Outsourced family office provider | New York, NY | 2 | 2 | · | 7 | 13F $65B | Aug 13, 2026 |
| S••••••• F••••• O•••••• L•• | Multi-family office | Sioux Falls, SD | 1 | · | · | 3 | 13F $114M | Aug 13, 2026 |
| T••••• M••••••••• L•• | Candidate | Charlotte, NC | · | 3 | · | 2 | 13F $329M | Aug 13, 2026 |
| B••••••• F••••• O•••••• L•• | Multi-family office | Charlotte, NC | 11 | · | · | 26 | 13F $761M | Aug 12, 2026 |
| B•••• H••• M••••••••• L•• | Single family office (probable) | Nashville, TN | · | 1 | · | 2 | 13F $7.0B | Aug 12, 2026 |
| F•••• P••••••• W•••••• L•• | Outsourced family office provider | St. Louis, MO | 2 | 9 | · | 14 | 13F $98B | Aug 12, 2026 |
| G••••• K••••• F••••• F••••••••• | Family foundation | Tulsa, OK | 1 | 5 | · | 1 | 13F $1.0B | Aug 12, 2026 |
| I•• I••••••••• A•••••••• L•• | Outsourced family office provider | San Diego, CA | 2 | · | · | 5 | 13F $696M | Aug 12, 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 |
| 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 |
| Y•••••••• C••••••• L•• | Single family office | Franklin, TN | · | 1 | Real estate (1 deal) | 5 | 13F $3.3B | Aug 11, 2026 |
| A•••• F••••• T•••• | Family investment vehicle | Los Angeles, CA | · | 1 | · | 1 | 13F $249M | Aug 10, 2026 |
| R••••••••• F••••• O••••••• L•• | Multi-family office | Naples, FL | · | · | · | 5 | 13F $218M | 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 |
| 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 |
| 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 |