| 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 |
| Summit Trail Advisors, LLC | Outsourced family office provider | New York, NY | 18 | 3 | · | 31 | 13F $7.9B | Sep 4, 2026 |
| Wildcat Capital Management | 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 |
| 7• I••••••••• H•••••••• L•• | Family investment company | Stamford, CT | · | 9 | Life sciences (8 deals) | 3 | 13F $50.0M | 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••••••••• H•••••••• L•• | Candidate | Washington, DC | 1 | 1 | · | 1 | 13F $308M | 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 |
| 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 |
| Q••••• C•••••• I••••••••• L•• | Single family office | Mount Lebanon, PA | 1 | 1 | · | 1 | 13F $366M | 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 |
| W•••••••• H•••••••• L•• | Candidate | New York, NY | 1 | 1 | · | 1 | 13F $4.4M | Aug 14, 2026 |
| W• M••••••••• L••• | Candidate | Jacksonville, FL | 1 | 13 | · | 1 | 13F $1.1B | Aug 14, 2026 |
| D•••••••• I••••••••• G••••• L•• | Single family office | Milford, MI | · | 11 | Life sciences (4 deals), Education (2 deals) | 4 | 13F $127M | 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 |
| T••••• M••••••••• L•• | Candidate | Charlotte, NC | · | 3 | · | 2 | 13F $329M | Aug 13, 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 |
| K•• C•••••• I•• | Candidate | Shawnee, KS | 1 | 1 | · | 2 | 13F $618M | 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 |
| O•••••••• F••••• O•••••• | Outsourced family office provider | Birmingham, AL | 13 | 1 | · | 28 | 13F $198M | 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 |
| A•••• F••••• T•••• | Family investment vehicle | Los Angeles, CA | · | 1 | · | 1 | 13F $249M | Aug 10, 2026 |
| A••••••••• I••••••••• C••••••• I••• | Candidate | Fort Worth, TX | 1 | 1 | · | 2 | · | 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 |
| I•••• A•••• P•••••••• L•• | Outsourced family office provider | Carmel, IN | 9 | 1 | · | 12 | 13F $104M | Aug 7, 2026 |
| A••••••• A••••• I•• | Candidate | San Diego, CA | 3 | 3 | · | 3 | 13F $332M | Aug 5, 2026 |
| G•••• • C••• L•• | Single family office | West Palm Beach, FL | 1 | 5 | · | 1 | 13F $40.8M | Aug 5, 2026 |
| T••••••• | Outsourced family office provider | Winston Salem, NC | 6 | 7 | · | 16 | 13F $354M | Aug 3, 2026 |
| T•• C•••••• G•••• | Multi-family office | · | 14 | 1 | · | 21 | 13F $5.2B | Jul 27, 2026 |
| P•• F••••• O•••••• L•• | Multi-family office | Plano, TX | 6 | 1 | · | 6 | 13F $109M | Jul 16, 2026 |
| S••••••• G••••• L•• | Family investment company | Little Rock, AR | 25 | 57 | Software (9 deals), Financial services (8 deals), Distribution (5 deals), +10 more | 48 | AUM $2.0B | Jul 10, 2026 |
| K••• F••••• O•••••• L•• | Single family office | Bloomington, MN | 1 | 4 | · | 5 | 13F $163M | Jul 9, 2026 |
| S•••••• C•••••• L•• | Outsourced family office provider | Indianapolis, IN | 7 | 1 | · | 11 | 13F $7.6B | Jul 9, 2026 |
| B•••• F••••• A••••••• | Outsourced family office provider | Summit, NJ | 59 | 8 | · | 102 | 13F $467M | Jul 8, 2026 |
| P•••••• A••••••••• • P•••••• A••••••••• I• J•••• V•••••• | Candidate | Dallas, TX | 1 | 8 | · | 1 | 13F $73.6M | May 15, 2026 |
| G••••• G•••• I••••••••• L•• | Candidate | New York, NY | 1 | 1 | · | 1 | 13F $843M | Mar 24, 2026 |
| H•• M•••••• L•• | Candidate | Chicago, IL | 1 | 1 | · | 1 | 13F $10.3M | Feb 10, 2026 |
| C••• W•••••• L•• | Outsourced family office provider | Raleigh, NC | 67 | 14 | · | 129 | · | Feb 5, 2026 |
| D•••••••• P•••••••• L•• | Outsourced family office provider | Bethesda, MD | 1 | 2 | · | 4 | 13F $392M | Jan 12, 2026 |
| F•••••• J•••• B• J• | Candidate | Alexandria, VA | · | 1 | · | 1 | 13F $905,330 | Oct 17, 2025 |