| West Family Investments, Inc. | 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 |
| Arrowroot Family Office, LLC | Multi-family office | Marina Del Rey, CA | 15 | · | · | 19 | 13F $349M | Aug 6, 2026 |
| Powers Capital, LLC | Single family office | San Francisco, CA | 1 | · | · | 2 | 13F $244M | Jul 31, 2026 |
| P••••••• A••••••• L•• | Multi-family office | San Luis Obispo, CA | 1 | · | · | 4 | 13F $17.3M | Jul 27, 2026 |
| V••••• P•••• A•••••••• L•• | Outsourced family office provider | San Francisco, CA | 4 | · | · | 5 | 13F $296M | Aug 14, 2026 |
| W••••••• T•••• C•••••• | Multi-family office | Pasadena, CA | 8 | · | · | 8 | 13F $10B | Jul 28, 2026 |
| A•••• F••••• T•••• | Family investment vehicle | Los Angeles, CA | · | 1 | · | 1 | 13F $249M | Aug 10, 2026 |
| T••••• F••••• O•••••• I••• | Outsourced family office provider | Newport Beach, CA | 7 | · | · | 12 | 13F $698M | Aug 3, 2026 |
| T•••• M•••• L•• | Single family office (probable) | Los Angeles, CA | · | · | · | 2 | 13F $419M | Aug 14, 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 |
| S••••• R••• F•••••••• | Single family office (probable) | Los Angeles, CA | 3 | · | · | 4 | AUM $5.4B | Aug 14, 2026 |
| S••••• P•••••• W••••• L•• | Outsourced family office provider | Novato, CA | 2 | · | · | 2 | 13F $93.1M | Aug 14, 2026 |
| I•• I••••••••• A•••••••• L•• | Outsourced family office provider | San Diego, CA | 2 | · | · | 5 | 13F $696M | Aug 12, 2026 |
| A••••••• A••••• I•• | Candidate | San Diego, CA | 3 | 3 | · | 3 | 13F $332M | Aug 5, 2026 |
| C••• Z••••••••• I••••••••• L•• | Candidate | Redwood City, CA | 1 | · | · | 1 | 13F $58.5M | Aug 14, 2026 |
| E••• L•• | Candidate | Newport Beach, CA | 1 | · | · | 1 | 13F $190M | Jul 29, 2026 |
| E•• P••••••• D•• H••••• I•••••••• | Candidate | Santa Clara, CA | 1 | · | · | 2 | 13F $297M | Jul 22, 2026 |
| M• I••••••••• P••••••••• L• | Candidate | Hillsborough, CA | 1 | · | · | 1 | 13F $561M | Aug 17, 2026 |
| A•••• G••••• F••• I• A••••••••• L••••• | Unclassified | Palo Alto, CA | · | · | · | 1 | 13F $58.7M | Nov 13, 2024 |
| A•••• C•••••• P•••••••• L•• | Unclassified | Redwood City, CA | · | · | · | 1 | 13F $123M | Nov 14, 2024 |
| B••••• R••••• • A••••••••• | Unclassified | Pasadena, CA | 1 | · | · | 1 | 13F $471M | Oct 30, 2024 |
| B•••• C••••••• L•• | Unclassified | San Diego, CA | 1 | · | · | 1 | 13F $2.0B | Nov 14, 2024 |
| C•••• W••••• R•• | Unclassified | C••••, CA | · | · | · | 1 | 13F $117M | Oct 23, 2024 |
| M•••••• P••••••• L•• | Unclassified | La Jolla, CA | · | · | · | 1 | 13F $778M | Nov 14, 2024 |
| P••••• • R•••• I••••••••• G•••• | Unclassified | Los Angeles, CA | · | · | · | 1 | 13F $1.2B | Oct 9, 2024 |
| R•••• M••••••••• C• L•• | Unclassified | Menlo Park, CA | · | · | · | 1 | 13F $331M | Aug 6, 2024 |
| S• X•• M••••••••• L•• | Unclassified | Menlo Park, CA | 1 | · | · | 1 | · | Nov 14, 2024 |
| S••••• C•••••• G•••• L•• | Unclassified | Menlo Park, CA | · | · | · | 1 | · | Oct 31, 2024 |
| S•••••• • P••••• C• L•• | Unclassified | Lafayette, CA | · | · | · | 1 | 13F $669M | Apr 18, 2024 |
| V•••••• M••••••••• V•• L•• | Unclassified | Palo Alto, CA | · | · | · | 1 | 13F $47.6M | Nov 14, 2024 |