| Summer Road LLC | 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 |
| Bigsur Partners, LLC | Multi-family office | Miami, FL | · | · | · | 1 | 13F $415M | Jul 14, 2026 |
| Element Pointe Family Office | Multi-family office | Miami, FL | 14 | · | · | 17 | 13F $621M | Aug 7, 2026 |
| P•••••• F••••• O•••••• L•• | Outsourced family office provider | North Miami Beach, FL | 35 | · | · | 40 | 13F $194M | Jul 28, 2026 |
| R••••••••• F••••• O••••••• L•• | Multi-family office | Naples, FL | · | · | · | 5 | 13F $218M | Aug 10, 2026 |
| D••••••• G••••• | Single family office | Winter Park, FL | 2 | 5 | · | 4 | · | Jan 22, 2026 |
| F•••••••• F••••• O•••••• L•• | Multi-family office | Boca Raton, FL | 1 | · | · | 2 | 13F $400M | Aug 5, 2026 |
| G•••• • C••• L•• | Single family office | West Palm Beach, FL | 1 | 5 | · | 1 | 13F $40.8M | Aug 5, 2026 |
| O•••• F••••• W•••••• L•• | Multi-family office | Aventura, FL | 4 | · | · | 5 | 13F $373M | Jul 9, 2026 |
| J• L••• | Single family office | Boca Raton, FL | 2 | · | · | 2 | · | Aug 3, 2026 |
| M••••• L•• | Single family office | Stuart, FL | 2 | · | · | 3 | 13F $128M | Jul 22, 2026 |
| C•••••• F•••••••• G••••• I••• | Outsourced family office provider | Deerfield Beach, FL | 6 | · | · | 7 | 13F $237M | Aug 4, 2026 |
| H••• C•••••• H••••••• | Single family office | Palm Harbor, FL | 1 | 8 | Industrial services (2 deals), Hardware and deep tech (1 deal), Life sciences (1 deal), +5 more | 2 | · | Jan 21, 2026 |
| A•••• F••••• O••••• L•• | Multi-family office | Miami, FL | 3 | · | · | 3 | 13F $269M | Aug 13, 2026 |
| P•••••• • C•••••• | Single family office | Palm Beach, FL | 3 | 4 | Healthcare services (1 deal), Financial services (1 deal), Energy, utilities and infrastructure (1 deal), +2 more | 4 | · | Oct 1, 2025 |
| I••••••• F••••• O••••• L•• | Single family office (probable) | Sarasota, FL | · | · | · | 1 | 13F $135M | Aug 14, 2026 |
| C••••• W••••• P••••••• | Outsourced family office provider | St. Petersburg, FL | 21 | · | · | 30 | 13F $2.1B | Aug 13, 2026 |
| H••••• A••••••• | Outsourced family office provider | West Palm Beach, FL | 2 | · | · | 2 | 13F $795M | Jul 28, 2026 |
| C•••••• P••••••• | Outsourced family office provider | Jupiter, FL | 3 | · | · | 3 | RAUM $353M | Sep 3, 2026 |
| N•••• F••••• W••••• | Candidate | Clearwater, FL | 3 | · | · | 4 | 13F $559M | Aug 4, 2026 |
| M•••••• C•••••• L•• | Candidate | Miami, FL | 2 | · | · | 3 | 13F $143M | Aug 12, 2026 |
| F••••• O•••••• G••••• C•••••• | Candidate | Miami, FL | · | · | · | · | · | Apr 28, 2026 |
| W• M••••••••• L••• | Candidate | Jacksonville, FL | 1 | 13 | · | 1 | 13F $1.1B | Aug 14, 2026 |
| R••••••• C•••••• P•••••••• L•• | Candidate | Fort Lauderdale, FL | 1 | · | · | 1 | 13F $452M | Aug 7, 2026 |
| R•••••••• C•••••• I••••••••• L••• | Candidate | Miami Beach, FL | · | 40 | · | · | 13F $80.9M | Aug 14, 2026 |
| G••••• D••••• S•••• | Candidate | Ponte Vedra Beach, FL | · | · | · | 1 | 13F $333M | Aug 14, 2026 |
| L••••• I••••••••• L•• | Candidate | Fort Lauderdale, FL | · | · | · | 1 | 13F $224M | Aug 7, 2026 |
| O•••• C•••• F••••• I••••••••• L•• | Unclassified | Delray Beach, FL | · | · | · | · | · | Aug 5, 2026 |