| 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 |
| Cresset | Multi-family office | Chicago, IL | 20 | · | · | 23 | 13F $28B | Sep 9, 2026 |
| S••••• T•••• A•••••••• L•• | Outsourced family office provider | New York, NY | 18 | 3 | · | 31 | 13F $7.9B | Sep 4, 2026 |
| H••••••• F••••• O••••••• L•• | Outsourced family office provider | Scottsdale, AZ | 7 | · | · | 14 | 13F $259M | Sep 3, 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 |
| D••••• I••••••••• L•• | Unclassified | Austin, TX | · | · | · | 1 | 13F $468M | Aug 28, 2026 |
| W•••••• J••• S••••••••• | Unclassified | Easton, MA | · | · | · | 1 | 13F $248M | Aug 26, 2026 |
| B•••••••• L•• | Outsourced family office provider | Atlanta, GA | 29 | · | · | 65 | 13F $2.8B | Aug 25, 2026 |
| V••••• F••••• O••••• | Multi-family office | El Paso, TX | · | · | · | 2 | 13F $126M | Aug 20, 2026 |
| C••••• F••••• O•••••• L•• | Single family office (probable) | Greenwood Village, CO | 3 | · | · | 4 | AUM $347M | Aug 19, 2026 |
| M• I••••••••• P••••••••• L• | Candidate | Hillsborough, CA | 1 | · | · | 1 | 13F $561M | Aug 17, 2026 |
| T•••• C••••••• L•• | Candidate | Cohasset, MA | · | · | · | 1 | 13F $3.5B | Aug 17, 2026 |
| 1••• I••••••••• C• L•• | Candidate | Houston, TX | 2 | · | · | 2 | 13F $1.9M | Aug 14, 2026 |
| 7• I••••••••• H•••••••• L•• | Family investment company | Stamford, CT | · | 9 | Life sciences (8 deals) | 3 | 13F $50.0M | Aug 14, 2026 |
| 8•• A• F••• I• M•• L•• | Unclassified | Austin, TX | · | · | · | 1 | 13F $244M | Aug 14, 2026 |
| A••••• G••••• H••••••• L•• | Single family office (probable) | · | 2 | · | · | 2 | AUM $320M | Aug 14, 2026 |
| B••••• C•••••• L•• | Single family office | Greenville, SC | 8 | · | · | 9 | 13F $22.8M | Aug 14, 2026 |
| B••• | Outsourced family office provider | Overland Park, KS | 9 | · | · | 10 | 13F $342M | Aug 14, 2026 |
| B••••••• H••••••• L•• | Single family office | Melville, NY | 1 | · | · | 1 | 13F $23.7M | Aug 14, 2026 |
| C••• Z••••••••• I••••••••• L•• | Candidate | Redwood City, CA | 1 | · | · | 1 | 13F $58.5M | Aug 14, 2026 |
| D• F••••• L• | Single family office (probable) | Mclean, VA | 1 | · | · | 1 | 13F $1.3B | Aug 14, 2026 |
| D• I••••••••• M••••••••• L•• | Candidate | Mclean, VA | 1 | · | · | 1 | 13F $293M | Aug 14, 2026 |
| D••••••• L••••• M••••••••• C••••••• I••• | Single family office | Boston, MA | 1 | · | · | 1 | 13F $115,460 | 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 |
| D• E•••••••• L•• | Unclassified | Chicago, IL | · | · | · | 1 | 13F $698M | 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 |
| G••••• D••••• S•••• | Candidate | Ponte Vedra Beach, FL | · | · | · | 1 | 13F $333M | Aug 14, 2026 |
| I••••••• M••••••••• C•••• | Candidate | New York, NY | · | · | · | 1 | 13F $258M | Aug 14, 2026 |
| I••••••• F••••• O••••• L•• | Single family office (probable) | Sarasota, FL | · | · | · | 1 | 13F $135M | Aug 14, 2026 |
| J••• C•••••• L•• | Single family office | New York, NY | · | 15 | · | 6 | 13F $460M | Aug 14, 2026 |
| K•••••••• I••••••••• L•• | Candidate | Southampton, NY | 1 | · | · | 1 | 13F $347M | 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•••••• I••••••••• L• | Single family office | Summit, NJ | · | · | · | 5 | 13F $335M | Aug 14, 2026 |
| P•••••• S•••••• L•• | Candidate | Summit, NJ | · | · | · | 1 | 13F $225M | Aug 14, 2026 |
| P••• R•••• A••••••• L•• | Single family office (probable) | New York, NY | 2 | · | · | 5 | AUM $14B | Aug 14, 2026 |
| P••• C•••••• L•• | Multi-family office | · | · | · | · | 1 | 13F $2.5B | Aug 14, 2026 |
| Q••••• C•••••• I••••••••• L•• | Single family office | Mount Lebanon, PA | 1 | 1 | · | 1 | 13F $366M | Aug 14, 2026 |
| Q•• F••••• O••••• O•••••• L• | Family investment vehicle | New York, NY | 1 | · | · | 2 | 13F $1.7B | 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••••• O••••• | Outsourced family office provider | Tacoma, WA | 7 | · | · | 12 | 13F $146M | Aug 14, 2026 |
| S••••• R••• F•••••••• | Single family office (probable) | Los Angeles, CA | 3 | · | · | 4 | AUM $5.4B | Aug 14, 2026 |
| S••••• P•••••• W••••• L•• | Outsourced family office provider | Novato, CA | 2 | · | · | 2 | 13F $93.1M | Aug 14, 2026 |
| S•••• C•••••• M••••••••• | Single family office | New York, NY | 9 | · | · | 15 | 13F $559M | 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 |