Family Offices in Illinois

39 North Capital is a principal investment firm that partners with owner-operators of mature, cash-generating businesses. The firm focuses on creating long-term value for all stakeholders by prioritizing reinvestment and prudent use of debt, rather than employing a traditional private equity fund model. They structure each partnership as a standalone investment, emphasizing an operator mindset and a commitment to shared values with their partners.Founded in 2016 by Jake Roffman and Tim Lucey, 39 North Capital operates as a direct investment platform anchored by the Eastbridge Group, a family office with over $1.5 billion in assets under management. Roffman and Lucey, who met at the University of Notre Dame, bring extensive experience in private equity and operations. They were brought in by the Bruckner family, who own Eastbridge Group, to help the family enter the private equity space.The firm invests across various sectors, including multi-unit consumer-focused brands, business services, and companies providing solutions for the built environment. Notable investments and portfolio companies include Diversified Roofing, LawLers Barbecue, American Building Contractors, Remedy Roofing, Maaco Collision Repair & Auto Painting, and the quick-service restaurant chain Eegee's.Jake Roffman, Co-Founder and Managing Partner, focuses on origination, structuring, and financial aspects, drawing on his background at 13th Floor Investments, H.I.G. Capital, and Credit Suisse. Tim Lucey, also Co-Founder and Managing Partner, oversees origination, strategy, and operational aspects, leveraging his experience as COO of Meineke Car Care and in private equity at Harvest Partners. Both hold MBAs from the Wharton School.

Cedar Pine, LLC is a private investment firm established in 2020 and headquartered in Northbrook, Illinois. The firm operates as the private investment platform for a single-family office, engaging in diverse investment activities across public equities, fixed income, real estate, and private markets. Cedar Pine focuses on strategic, long-term assets, primarily through direct equity investments in privately held, high-growth businesses.The firm's investment strategy encompasses various stages of a company's lifecycle, including venture, growth equity, and buyouts. While maintaining flexibility to invest in other verticals, Cedar Pine currently emphasizes non-life science healthcare and national security/defense sectors. They also opportunistically allocate capital to other portions of the capital structure and may invest in funds that align with their investment strategy.Cedar Pine has made notable investments in companies across various industries. Their portfolio includes companies such as Alliance Spine and Pain Management, Kyrus Tech, and Stepful, operating in sectors like Clinics/Outpatient Services, IT Consulting and Outsourcing, and Educational Software. Other investments include Nimble Robotics and American Pain Consortium. The firm has participated in funding rounds including Series B, Series C, Series D, and Series E.The team at Cedar Pine is composed of experienced operators and investors who leverage decades of expertise to create value. They are actively involved in all stages of the investment lifecycle, from due diligence and financial modeling to investment committee presentations and ongoing portfolio monitoring. The firm maintains a hybrid work policy, requiring team members to be on-site in Northbrook three days per week, fostering a collaborative environment.

Chaifetz Group is a private investment firm that deploys permanent family capital to support entrepreneurs, business owners, and management teams in building and expanding industry-disrupting businesses. The firm employs a flexible and enduring investment approach, spanning venture capital, private equity, real estate, and opportunistic strategies. They are known for their ultra-disciplined investment philosophy, which emphasizes long-term partnerships and a deep alignment of interests with their portfolio companies.Founded in 2012 by world-class entrepreneur Dr. Richard A. Chaifetz, the firm is rooted in his principles and anchored by his capital. Dr. Chaifetz, also the founder, Chairman, and CEO of ComPsych Corporation, brings extensive operational and business-building expertise to the group. Chaifetz Group differentiates itself by providing hands-on operational guidance, flexible capital, and leveraging an unparalleled professional network and unique capital base to foster growth and challenge the status quo.Chaifetz Group has a diverse portfolio of notable investments across various sectors. These include companies like Vulcan Pickleball, PICKLETILE, and DUPR in the recreational goods and sports industry, reflecting their interest in sports and media. They have also invested in technology-driven companies such as xAI (artificial intelligence), M1 Finance (consumer finance), Backlot Cars (online automotive marketplace), Beta Technologies (eVTOL aircraft), FLASH Parking, TimeDoc Health, and 15Five (performance management software). Their portfolio also features investments in major sports franchises like the San Francisco Giants (MLB) and Alpine Racing (Formula One), as well as the Major League Pickleball franchise, St. Louis Shock.The leadership team includes Dr. Richard A. Chaifetz as Chairman and Managing Partner, Ross D. Chaifetz as Managing Director, Bob K. Jacobson as Chief Financial Officer, and Ryan Brown as Vice President. The firm is supported by a team of investment professionals, advisors, and portfolio company executives who collectively leverage their entrepreneurial and operational experience to optimize strategy, execution, and business models for their portfolio companies. The firm often focuses its investments in the Midwest, including Chicago, St. Louis, Kansas City, Indianapolis, and Nashville, recognizing overlooked opportunities in these regions.

Cresset Capital is an independent, award-winning multi-family office and private wealth management firm that serves ultra-high-net-worth (UHNW) families, entrepreneurs, and executives across the United States. The firm offers a comprehensive suite of services designed to optimize wealth and life, including holistic financial planning, sophisticated investment solutions, tax and estate strategies, and trust services. Cresset aims to provide clients with the insights, access, and innovation traditionally reserved for leading single-family offices and institutions.The firm's offerings extend to private investment opportunities, encompassing private equity, real estate, and private credit. They also provide specialized services such as pre-transaction planning, liquidity and exit planning for business owners, private banking services, insurance advisory, CFO services, estate planning, philanthropic planning, family governance, education, and lifestyle solutions. Cresset emphasizes a client-first, fiduciary approach, ensuring transparency and accountability in its wealth management strategies.Cresset was founded in 2017 by private equity investors Eric Becker and Avy Stein. Their motivation stemmed from their own experiences with existing wealth management approaches, which they felt lacked the comprehensive, personalized services and access to institutional-quality private investment opportunities that UHNW individuals and families deserved. The founders envisioned creating a firm that was client and employee-owned, built to endure for over a century, and rooted in excellence, transparency, and partnership.The leadership team at Cresset includes founders Eric Becker and Avy Stein, along with key executives such as Susie Cranston (CEO effective April 15, 2026), Doug Regan (Founding Partner and Co-Chairman), Mike Silverman (Chief Investment Officer), Jack Ablin (Chief Investment Strategist), Paul Algreen (Chief Technology Officer), Michael Costabile (Chief Financial Officer), and Amy Hong (Chief Operating Officer). This team brings extensive experience in investment management, financial planning, and operational leadership, enabling Cresset to deliver sophisticated and integrated wealth management solutions to its diverse clientele.

Huizenga Capital Management ("HCM") is an investment firm with a 30-year history and a global approach to investing, founded by the Huizenga family in 1990. The firm operates as a single-family office, managing the wealth of the Huizenga family, known for their success in building businesses such as Waste Management Inc., Blockbuster Video, and AutoNation. HCM's investment philosophy is rooted in the family's extensive entrepreneurial background, focusing on maximizing long-term risk-adjusted returns by partnering with strong management teams and fostering high-quality businesses.HCM engages in direct investments in private opportunities, which include operating companies, real estate, and oil and gas partnerships. Additionally, the firm allocates capital to external money managers, encompassing various fund strategies. Their investment scope is broad, covering a range of asset classes such as private equity, venture capital, hedge funds, public securities, real estate, and natural resources. The firm also considers mezzanine debt and private debt strategies.The firm targets a diverse array of sectors, including Industrials, Oil & Gas, Real Estate, Healthcare, Energy Infrastructure & Renewables, Utilities, Telecommunications, Agriculture, Consumer, Information Technology, Retail & Restaurant, and Software & Internet. While maintaining a global investment outlook, Huizenga Capital Management primarily focuses its direct investments within the United States. The firm has been noted for its activity in early-stage venture and growth-stage investments.Key individuals associated with Huizenga Capital Management include David Bradley, who serves as President, and Peter Huizenga, who was instrumental in establishing the family office and served as its chairman. Other notable team members include Brad Bryndal as Managing Director, Cindy Fogg as Chief Financial Officer, and David Erhardt as Vice President. Peter Huizenga Jr. is also actively involved in the office's investment activities.

JPK Capital is a family office led by serial entrepreneur Joe Poulin, dedicated to partnering with forward-thinking entrepreneurs and companies that aim to build a sustainable future. The firm is driven by values of curiosity, ingenuity, and creating sustainable, positive change. They invest globally in startups, scale-ups, and public and private equities, seeking to make positive changes that move the world in the right direction.Founded in 2017, JPK Capital's investment approach is deeply influenced by its leadership's lived experience as operators and partners. Joe Poulin, the firm's founder, previously built and grew Luxury Retreats into a leading villa rental company before its acquisition by Airbnb in 2017. This background provides JPK Capital with a uniquely founder-friendly perspective, offering valuable knowledge, insight, and an unparalleled network to support its portfolio companies.The firm has powered more than 80 teams around the world, with investments spanning various stages from seed to growth rounds. Notable portfolio companies include Figment, a blockchain infrastructure and software provider, and Onward, a technology company focused on digital solutions for behavioral change. JPK Capital's portfolio also features investments in well-known companies such as DraftKings, Airbnb, Palantir, Clearco, Udemy, and Skillz, demonstrating a broad interest across high-growth technology and consumer sectors.JPK Capital's team, comprising experienced partners like Joe Poulin, Mark J. Coleman, Vicky Bathija, Vassilis Stachtos, Kimberly Small, Rey Calcano, Gian Carlo Di Tommaso, Justin Fridman, and Philip Eaton, leverages its collective expertise to elevate the next generation of entrepreneurs. The firm maintains offices in key global hubs, including New York, Montreal, and Barbados, facilitating a wide reach for its investment activities.

Monarch Private Capital is a leading investment firm specializing in impact investing through federal and state tax credits. The firm manages funds that facilitate investments in projects designed to create positive social and environmental impact while delivering predictable financial returns for investors. Their core investment areas include renewable energy, affordable housing, historic rehabilitation, and film & entertainment. Monarch Private Capital's approach involves direct investments in projects that generate tax credits, offering a unique opportunity for corporations, banks, insurance companies, individuals, developers, and film producers to achieve financial objectives while contributing to community development and sustainability initiatives.Founded in 2005, Monarch Private Capital was established through a partnership between Robin Delmer, an Atlanta-based low-income housing developer, and George L. Strobel II, a high-net-worth family office tax advisor. Initially, the firm focused on Georgia affordable housing projects, leveraging Georgia Low Income Housing Tax Credits (LIHTC). Over time, Monarch expanded its offerings to include federal and state tax credits for historic rehabilitation and renewable energy projects, broadening its geographic reach across the United States. The firm is recognized for its expertise in developing customized structuring solutions that align with investors' financial, tax, and treasury objectives.Since its inception, Monarch Private Capital has significantly impacted communities nationwide. As of late 2025, the firm has managed tax equity impact investments in over 1,000 projects, generating nearly $9 billion in tax credits. These projects have mobilized over $21 billion in project capital and created an estimated $38 billion in economic impact across 42 states and Washington, D.C. Notable achievements include the creation of tens of thousands of affordable housing units, the development of gigawatts of renewable energy capacity, and the revitalization of hundreds of historic buildings. The firm also plays a significant role as a broker of film tax credits, particularly in Georgia and other states.

Rockefeller Capital Management is a leading independent financial advisory firm that provides a comprehensive suite of services to ultra- and high-net-worth individuals, families, institutions, and corporations. The firm operates through three primary divisions: Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking. These divisions offer tailored solutions encompassing wealth management, strategic advisory, and asset management, aiming to preserve and grow client assets across generations.The firm, Rockefeller Capital Management, was established in 2018, building upon a rich legacy that dates back to 1882 with the founding of the original Rockefeller family office by John D. Rockefeller. This deep-rooted history provides a foundation of traditional family office values, which the firm integrates with a forward-looking approach to financial services. Greg Fleming serves as the President and CEO, and the firm's ownership includes Viking Global Investors, Mousse Partners, Progeny 3, Abrams Capital, the Rockefeller family, and the Desmarais Family.Rockefeller Capital Management engages in various investment activities, including providing general advisory services for companies such as GigaIO, ROXi, ETFMG, and Putnam Investments. The firm also makes investments in companies like LeapXpert, KOHO, CleanSpark, Equinox Gold Corp., Red Cat Holdings, ServiceTitan Inc., DRDGOLD Limited, and Avery Dennison Corporation. Rockefeller Asset Management, a division of the firm, has also launched ESG-driven investment funds and indices, demonstrating a commitment to environmental, social, and governance factors in its investment strategies.The firm prides itself on its experienced and talented team, which includes seasoned executives and a diverse group of managing directors. This leadership team is dedicated to client success, fostering a culture of collaboration and entrepreneurism to attract top talent. Their expertise spans across various financial disciplines, enabling the firm to deliver innovative solutions and strategic insights to its diverse client base.