| Dolby Family Capital Management LLC | Family investment company | San Francisco, CA | 13 | 4 | · | 25 | Foundations $83.8M | Mar 20, 2026 |
| 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 |
| P••••• C••••••• L•• | 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 |
| P••••••• F••••• O••••• | Multi-family office | Manhattan Beach, CA | 3 | · | · | 4 | RAUM $327M | Dec 3, 2025 |
| 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 |
| D•••• F••••• V••••••• L•• | Family investment company | San Francisco, CA | 12 | 76 | Life sciences (7 deals), Software (3 deals), Hardware and deep tech (3 deals), +4 more | 24 | Foundations $83.8M | Aug 25, 2026 |
| T••••• F••••• O•••••• I••• | Outsourced family office provider | Newport Beach, CA | 7 | · | · | 12 | 13F $698M | Aug 3, 2026 |
| V•••••• C•••••• L•• | Outsourced family office provider | El Segundo, CA | 1 | · | · | 2 | RAUM $2.5B | May 15, 2026 |
| N••• I••••••••• | Single family office | Santa Monica, CA | 3 | · | · | 3 | · | Mar 30, 2026 |
| T•••• M•••• L•• | Single family office (probable) | Los Angeles, CA | · | · | · | 2 | 13F $419M | Aug 14, 2026 |
| D•• R•• I••••••••• C•••••• | Family investment company | CA | · | · | · | 2 | Foundations $50.9M | Dec 5, 2025 |
| T••••••• I••••••••• | Single family office (probable) | Newport Beach, CA | 3 | 4 | Healthcare services (1 deal), Life sciences (1 deal) | 7 | AUM $2.0B | Dec 17, 2025 |
| 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 |
| T•• C•••••• P••••••• | Single family office (probable) | San Francisco, CA | 4 | 6 | Software (1 deal), Healthcare services (1 deal), Life sciences (1 deal), +1 more | 10 | · | Aug 14, 2026 |
| L•••• C•••••• L•• | Outsourced family office provider | Santa Monica, CA | 1 | · | · | 1 | RAUM $135M | Jun 23, 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 |
| M•• F••• M•••• L••••• | Unclassified | Menlo Park, CA | · | · | · | · | · | Sep 18, 2026 |
| M•• F•••• L•••• a• D••••••• l•••••• p••••••••• | Unclassified | Menlo Park, CA | · | · | · | · | · | Sep 18, 2026 |