| Becklin Holdings | Single family office | · | · | 3 | · | · | Sep 15, 2026 |
| MSD Capital, L.P. | Single family office | New York, NY | 5 | 54 | 6 | 13F $102M | Sep 13, 2026 |
| DPC | Single family office | · | 1 | 5 | 2 | · | Sep 10, 2026 |
| S••••• T•••• A•••••••• L•• | Outsourced family office provider | New York, NY | 18 | 3 | 31 | 13F $7.9B | Sep 4, 2026 |
| F•••• V••••••• | Single family office | · | 1 | 20 | 3 | · | Sep 3, 2026 |
| W•••••• C•••••• M••••••••• | Single family office | New York, NY | 20 | 66 | 33 | AUM $4.1B | Aug 31, 2026 |
| D•••• F••••• V••••••• L•• | Family investment company | San Francisco, CA | 12 | 76 | 24 | Foundations $83.8M | Aug 25, 2026 |
| A•••••• I••••• N•••••• A• | Single family office | · | 2 | 4 | 5 | · | Aug 19, 2026 |
| L•••• V••••••• | Single family office (probable) | · | 1 | 23 | 2 | AUM $200M | Aug 19, 2026 |
| 7• I••••••••• H•••••••• L•• | Family investment company | Stamford, CT | · | 9 | 3 | 13F $50.0M | Aug 14, 2026 |
| D••••••• F••••• O••••• L•• | Single family office | New York, NY | 1 | 12 | 5 | 13F $5.2B | Aug 14, 2026 |
| E•••••• C•••••• P•••••••• L•• | Single family office | Boulder, CO | · | 5 | 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 | 4 | 13F $440M | Aug 14, 2026 |
| E•••••••• C•••••• M••••••••• L•• | Single family office | · | 2 | 2 | 5 | · | 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 | 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 | 4 | 13F $383M | Aug 14, 2026 |
| S•••• F••• M••••••••• L•• | Single family office | New York, NY | 7 | 87 | 17 | AUM $28B | Aug 14, 2026 |
| T•• C•••••• P••••••• | Single family office (probable) | San Francisco, CA | 4 | 6 | 10 | · | 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 | 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 | 5 | 13F $297M | Aug 11, 2026 |
| M••••• P••••••• | Candidate | New York, NY | 98 | 69 | 129 | · | 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 | 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 | 6 | 13F $161M | Aug 10, 2026 |
| W••• F••••• I••••••••• I••• | Single family office | Carlsbad, CA | 2 | 23 | 8 | 13F $345M | Aug 10, 2026 |
| R••••• G•••• | Single family office (probable) | · | 2 | 3 | 3 | · | Aug 8, 2026 |
| G••••• I••••••••• P••••••• | Single family office | · | 2 | 1 | 3 | · | Aug 7, 2026 |
| I•••• A•••• P•••••••• L•• | Outsourced family office provider | Carmel, IN | 9 | 1 | 12 | 13F $104M | Aug 7, 2026 |
| G••• C•••••• | Single family office | Fort Worth, TX | 1 | 5 | 3 | · | Aug 6, 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•••• F••••• O••••• | Family investment company | · | · | 8 | 2 | · | Aug 4, 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 |