| 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 |
| Permcap Investment Office | Multi-family office | Charleston, SC | 7 | · | · | 13 | 13F $972M | Sep 11, 2026 |
| Summit Trail Advisors, LLC | Outsourced family office provider | New York, NY | 18 | 3 | · | 30 | 13F $7.9B | Sep 4, 2026 |
| W•••••• C•••••• M••••••••• | 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 |
| C••••• F••••• O•••••• L•• | Single family office (probable) | Greenwood Village, CO | 3 | · | · | 4 | AUM $347M | Aug 19, 2026 |
| D• F••••• L• | Single family office (probable) | Mclean, VA | 1 | · | · | 1 | 13F $1.3B | 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) | 4 | 13F $5.2B | 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 |
| 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 |
| N••••••• M••••••••• O••••••••• L•• | Single family office (probable) | Dallas, TX | 1 | · | · | 4 | 13F $17B | Aug 14, 2026 |
| P••• R•••• A••••••• L•• | Single family office (probable) | New York, NY | 2 | · | · | 5 | AUM $14B | Aug 14, 2026 |
| R•• C••••••• L•• | Single family office | Reno, NV | 2 | 17 | · | 2 | 13F $2.4B | 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 |
| V••••• P•••• A•••••••• L•• | Outsourced family office provider | San Francisco, CA | 4 | · | · | 5 | 13F $296M | Aug 14, 2026 |
| W••••••• M••••••••• L•• | Single family office | New York, NY | 12 | · | · | 23 | 13F $112M | Aug 14, 2026 |
| W• M••••••••• L••• | Candidate | Jacksonville, FL | 1 | 13 | · | 1 | 13F $1.1B | Aug 14, 2026 |
| A•••• F••••• O••••• L•• | Multi-family office | Miami, FL | 3 | · | · | 3 | 13F $269M | Aug 13, 2026 |
| C••••• W••••• P••••••• | Outsourced family office provider | St. Petersburg, FL | 21 | · | · | 30 | 13F $2.1B | Aug 13, 2026 |
| S••••••• F••••• O•••••• L•• | Multi-family office | Sioux Falls, SD | 1 | · | · | 3 | 13F $114M | Aug 13, 2026 |
| B••••••• F••••• O•••••• L•• | Multi-family office | Charlotte, NC | 11 | · | · | 25 | 13F $761M | Aug 12, 2026 |
| G••••• K••••• F••••• F••••••••• | Family foundation | Tulsa, OK | 1 | 5 | · | 1 | 13F $1.0B | Aug 12, 2026 |
| I•• I••••••••• A•••••••• L•• | Outsourced family office provider | San Diego, CA | 2 | · | · | 5 | 13F $696M | 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 |
| I••••••••• F••••• O•••••• L•• | Multi-family office | Albany, NY | 2 | · | · | 4 | 13F $249M | 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 |
| 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 |
| C•••• V• F••••• O•••••• L•• | Multi-family office | Denver, CO | 28 | · | · | 59 | 13F $1.1B | Aug 7, 2026 |
| E•••••• P••••• F••••• O••••• | Multi-family office | Miami, FL | 14 | · | · | 16 | 13F $621M | Aug 7, 2026 |
| I•••• A•••• P•••••••• L•• | Outsourced family office provider | Carmel, IN | 9 | 1 | · | 12 | 13F $104M | Aug 7, 2026 |
| A•••••••• F••••• O•••••• L•• | Multi-family office | Marina Del Rey, CA | 15 | · | · | 19 | 13F $349M | Aug 6, 2026 |
| J•• F••••• O••••• | Multi-family office | Denver, CO | 32 | · | · | 65 | 13F $1.9B | Aug 6, 2026 |
| A••••••• A••••• I•• | Candidate | San Diego, CA | 3 | 3 | · | 3 | 13F $332M | Aug 5, 2026 |
| C•••• E•••••• I••••• | Single family office | New York, NY | 1 | · | · | 3 | 13F $434M | Aug 5, 2026 |
| G•••• • C••• L•• | Single family office | West Palm Beach, FL | 1 | 5 | · | 1 | 13F $40.8M | Aug 5, 2026 |
| T••••• C•••• W••••• A•••••••• L•• | Multi-family office | Dallas, TX | 22 | · | · | 36 | 13F $1.9B | Aug 5, 2026 |
| S•••• T••• A••••••• L•• | Multi-family office | Saratoga Springs, NY | 1 | · | · | 3 | 13F $172M | Aug 4, 2026 |
| C••••••• O••••• I•• | Multi-family office | Kalamazoo, MI | 19 | · | · | 20 | 13F $1.1B | Aug 3, 2026 |
| T••••••• | Outsourced family office provider | Winston Salem, NC | 6 | 7 | · | 15 | 13F $354M | Aug 3, 2026 |
| R•• D••• W••••• M••••••••• L•• | Outsourced family office provider | Memphis, TN | 8 | · | · | 21 | 13F $1.1B | Jul 31, 2026 |
| G•••••••• G•••••••• L•• | Multi-family office | Fayetteville, AR | 17 | · | · | 33 | 13F $2.1B | Jul 24, 2026 |
| C••••••••• I••••••••• G•••• L•• | Family investment company | Englewood, CO | 4 | 3 | Real estate (1 deal) | 8 | 13F $1.2B | Jul 22, 2026 |
| C••••• F••••• O••••••• L•• | Multi-family office | Charlotte, NC | 9 | · | · | 17 | 13F $455M | Jul 20, 2026 |
| F•••••••• F••••• O••••• | Multi-family office | Scottsdale, AZ | 13 | · | · | 37 | 13F $516M | Jul 20, 2026 |
| H•••••• C•••••• A•••••••• L•• | Outsourced family office provider | Tysons Corner, VA | 9 | · | · | 16 | 13F $549M | Jul 15, 2026 |
| L•• F••••• W••••• A•••••••• L••• | Multi-family office | Austin, TX | 7 | · | · | 7 | 13F $196M | Jul 14, 2026 |
| S••••••• G••••• L•• | Family investment company | Little Rock, AR | 24 | 57 | Software (9 deals), Financial services (8 deals), Distribution (5 deals), +10 more | 47 | AUM $2.0B | Jul 10, 2026 |
| K••• F••••• O•••••• L•• | Single family office | Bloomington, MN | 1 | 4 | · | 5 | 13F $163M | Jul 9, 2026 |
| O•••• F••••• W•••••• L•• | Multi-family office | Aventura, FL | 4 | · | · | 5 | 13F $373M | Jul 9, 2026 |
| S•••••• C•••••• L•• | Outsourced family office provider | Indianapolis, IN | 7 | 1 | · | 11 | 13F $7.6B | Jul 9, 2026 |