Family Offices in Sydney

Adcock Private Equity is a globally active, industry-agnostic investment firm founded in 2010 by Australian entrepreneur Brook Adcock. The firm focuses on identifying and capitalizing on emerging market opportunities driven by innovative ideas and technologies. They partner with fledgling businesses and their teams to assist in developing products, strategies, and expanding teams to efficiently solve significant market problems. Adcock Private Equity is known for its flexible investment approach, adjusting its position based on market circumstances and future outlook rather than adhering to set investment time horizons.The firm was established by Brook Adcock in 2010, with a vision to invest in companies that bring innovative solutions to the market. Brook Adcock, who also served as the Executive Chairman of his private equity house, has a background as an entrepreneur and private investor in Australia. His experience includes building the Pandora Jewellery brand and involvement in numerous other businesses at executive, board, and investment levels.Adcock Private Equity's portfolio includes investments across various sectors, demonstrating its industry-agnostic approach. Notable investments include Skykraft, a company focused on SmallSat Air Traffic Management Services, and Lawpath, an on-demand legal platform for small businesses. Other investments have been made in companies like Modii (Business/Productivity Software), Visionflex Group (Healthcare Services), and Fleet (Information Services (B2C)). The firm has also shown interest in areas such as Fintech, Healthtech, and Legaltech.The team at Adcock Private Equity comprises a small group of dedicated professionals, including partners and principals, primarily based in Australia. Key team members include founder Brook Adcock and John Nantes, both partners. The firm actively co-invests with other investors, indicating a collaborative approach to its investment strategies.

Audant Investments is an Australian-based investment firm operating as the private investment vehicle of Robert Whyte, a prominent Australian investor. The firm specializes in a diverse range of investment management and advisory services, catering to both individuals and institutions. Their investment portfolio is broad, encompassing listed equity investments in Australia and internationally, fixed income products, managed funds, derivatives, and direct property investments. Audant Investments is recognized as a single-family office, reflecting its private nature and comprehensive approach to wealth management.Established in 1985, Audant Investments was incorporated to manage and grow the wealth primarily derived from Robert Whyte's successful property investments. Over the decades, the firm has evolved its strategy to include a wide array of asset classes, demonstrating a flexible and opportunistic investment philosophy. They engage in various stages of venture capital funding, from seed rounds through to growth and late-stage investments, and also participate in control or buyout scenarios and venture debt. This multi-faceted approach allows Audant Investments to capitalize on opportunities across different market cycles and company development stages.The firm shows a particular interest in sectors such as Biotechnology & Life Sciences, Materials, Chemicals & Natural Resources, Mining, Real Estate, and Financial Services & Fintech. While specific portfolio companies are not widely publicized, their investment mandate suggests a focus on companies with strong growth potential and established assets. Audant Investments typically considers deal sizes ranging from $500,000 to $100 million, indicating a capacity for significant capital deployment across its preferred sectors.The team at Audant Investments includes key personnel such as Robert Whyte, the founder, Arabella Rayner, who serves as Business Manager, and Ian Riley, the Finance Director. This lean but experienced team manages the firm's extensive investment activities, leveraging their expertise in various financial instruments and market segments to deliver tailored financial solutions and manage a diversified portfolio.

BBRC Capital is a private investment company founded by Australian businessman Brett Blundy, with a legacy tracing back to 1980. The firm operates with a distinctive culture rooted in continuous improvement and a strong customer focus, guided by its "10+1 Cultural Commitments." While BBRC's origins are deeply embedded in retail, it has evolved into an opportunistic investor with a diverse portfolio that extends beyond consumer-focused businesses to include funds management, property, agriculture, and technology. The firm is known for its patient, long-term capital approach, partnering with businesses to drive sustainable growth through expansion, roll-out strategies, and operational enhancements, rather than short-term interventions.The entrepreneurial journey of BBRC began in 1980 when Brett Blundy established his first record store, which eventually grew into a multi-billion dollar retail empire. This foundational experience in building and scaling businesses underpins BBRC's investment philosophy. The firm prides itself on an owner's mindset, making nimble and quick decisions without the bureaucratic layers often associated with traditional fund structures. BBRC aims to achieve a compounding return on its investments, leveraging its extensive operational expertise and a direct partnership approach with founders and leaders.BBRC Capital boasts a successful track record of creating, growing, and investing in numerous notable companies. Its current and past portfolio includes prominent retail brands such as Lovisa (a global fashion jewellery brand founded by Brett Blundy and publicly listed), Psycho Bunny (a premium apparel brand), Honey Birdette (a lingerie brand successfully exited to Playboy Group), and Universal Store (an Australian youth apparel retailer, also exited). Beyond retail, BBRC has diversified into significant agricultural holdings, managing vast cattle operations in Australia, and has interests in property and technology ventures. The firm's investment scope ranges from seed capital to late-stage and IPO rounds, with typical deal sizes between $10 million and $75 million, though it can go beyond these limits for the right opportunities.The leadership at BBRC Capital is spearheaded by its founder, Brett Blundy, who serves as Chairman and is the 100% owner of BB Retail Capital. His extensive experience in building and scaling businesses globally forms the core of the firm's expertise. Key team members also include Tim Dodd, who serves as the Global CFO across all BBRC investments, bringing over three decades of experience in banking, funds management, property, and investment sectors. Joseph Kim is also noted as a Managing Director. The firm maintains a lean operational structure, preferring direct engagement with its partners to foster collaborative growth.

Grok Ventures is the single-family office of Mike and Annie Cannon-Brookes, co-founder of Atlassian. Founded in 2008 and headquartered in Sydney, Australia, Grok deploys permanent capital into technology-enabled opportunities advancing the global energy transition.In 2024, Grok announced it will focus exclusively on climate-related investments, viewing decarbonisation as one of the greatest economic opportunities of our time. The Cannon-Brookes have pledged $1.5 billion over 10 years — $1 billion for climate tech investments and $500 million for philanthropy.Grok's portfolio spans renewable energy (SunDrive, Solar Bay, SunCable), climate software (Neara, gridmo, WeaveGrid), sustainable food (Loam Bio, Goterra), battery storage (Antora), and green finance (Brighte). The firm invests across the capital stack from early-stage venture to large infrastructure projects.

Lederer Group is a proudly Australian-owned family business and a prominent family office vehicle with a diverse investment portfolio. The firm's primary focus lies in real estate, encompassing a range of asset classes such as commercial office, residential, industrial, and retail properties. Beyond property, Lederer Group also engages in manufacturing, primary production, hard assets, and various financial investments, demonstrating a broad and strategic approach to its holdings.The group was founded by Paul Lederer, a seasoned entrepreneur boasting over four decades of experience across multiple industries. While their website mentions a business opening in June 2019, the Lederer Group's legacy in Australian business extends further, with the legal entity "LEDERER GROUP PTY LTD" having been active since December 2010. Paul Lederer is notably recognized as the former owner of Primo Smallgoods, a business he successfully scaled and sold to JBS for $1.45 billion in 2014, underscoring his significant entrepreneurial background.Lederer Group actively manages its extensive property portfolio and undertakes development projects aimed at enhancing destinations and generating positive social, economic, and cultural benefits for communities. The firm has demonstrated its investment prowess through strategic partnerships, such as with Centuria Metropolitan REIT for property acquisitions. More recently, Lederer Group made an off-market takeover bid for the ASX-listed Elanor Commercial Property Fund, which manages a portfolio of commercial office properties. Their investment arm, Lederer Investments, includes notable businesses like Tomkin Australia, a leading supplier to the hospitality industry, and Real Dairy Australia, a major manufacturer and supplier of dairy products.The firm operates with a small, hands-on team, fostering collaborative relationships with tenants. Paul Lederer, as Chairman, provides extensive expertise derived from his long career in property, manufacturing, financial investments, and community development. LDR Capital, a real estate funds management platform established under the Lederer Group, further highlights the team's deep capabilities, with its members collectively bringing over 200 years of experience in property transactions.

The Paspaley Group is a prominent Australian family-owned and operated company with a rich heritage spanning over 80 years and three generations. While globally recognized as pioneers in the Australian South Sea pearling industry, the firm has significantly diversified its interests over the decades. Today, Paspaley Group operates as a multifaceted enterprise with a broad investment focus across various sectors, demonstrating a strategic approach to long-term asset management and growth.Founded in 1935 by Nicholas Paspaley Sr., the company initially focused on the collection of mother-of-pearl shells. Nicholas Paspaley Sr. was instrumental in revolutionizing the Australian South Sea pearl industry, leading to the cultivation of high-quality cultured pearls. The Paspaley family, having migrated from Greece to Australia in 1919, built their empire from an adventurous spirit and a deep understanding of the sea's treasures. The Board of Directors is entirely comprised of family members, including the children and grandchildren of the founder, with Nicholas Paspaley Jr. serving as the Executive Chairman.The firm's diverse portfolio includes substantial holdings in pearling, which, despite diversification, remains a core focus. Beyond its origins, Paspaley Group has made notable investments in retail, particularly in luxury pearl boutiques, and a significant property portfolio that includes commercial developments like the Charles Darwin Centre in Australia and the luxury Wall Street Hotel in New York, USA. Their interests also extend to aviation through AeroPearl, extensive pastoral holdings in Australian agriculture encompassing mixed cropping, wine grapes, and livestock, and marine engineering. As a family office, the Paspaley Family also engages in venture capital, with a reported interest in seed and early-stage investments, typically ranging from $1 million to $50 million per deal.The Paspaley Group's team expertise is deeply rooted in its family leadership, with key family members holding executive and directorial roles across its various divisions. This structure ensures a continuity of the founding philosophy of excellence and a long-term vision for its diverse investments. The firm's operational footprint spans across Australia, with a head office in Darwin and significant presences in Sydney and Mudgee, and extends internationally to locations such as New York, Hong Kong, and Japan, reflecting its global reach and diversified investment strategy.

Prisma Investment is a Sydney, Australia-based family office that primarily invests in capital growth and yield companies. The firm operates through several work streams, including investments in start-up and early-phase companies via Venture Partner Funds and direct follow-on investments. Additionally, Prisma Investment allocates capital to income-yielding Credit Funds and co-manages the Transfield Holdings investment portfolio alongside Angophora Capital. A unique aspect of their investment strategy involves supporting online tools that facilitate collaboration, with half of the dividends from these investments being donated to The newDemocracy Foundation.Established in 2012, Prisma Investment was founded with a focus on strategic investments across various stages. Luca Belgiorno-Nettis, a key principal, also serves as the Managing Director of Transfield Holdings and is a founder of The newDemocracy Foundation, which receives philanthropic contributions from Prisma's investments in public sector-focused online tools. The firm leverages the expertise of its Venture Partners, such as Blackbird and One Ventures, for initial filtering and advisory, allowing them to concentrate investments in promising companies that have already demonstrated resilience and growth under expert guidance. In specific cases, particularly for early-stage companies aiming to disrupt the public sector or enhance public discourse, Prisma may act as the lead funder.Prisma Investment has built a diverse portfolio, including notable investments in companies like Inventia, which operates in the healthcare discovery tools sector, ReSmart, focused on environmental services, and Canva, a prominent multimedia and design software company. These investments reflect the firm's interest in technology, business services, and sectors with potential for significant growth and societal impact. The firm's approach combines strategic partnerships with direct investment, aiming to identify and support innovative businesses.The Prisma team comprises experienced professionals such as Luca Belgiorno-Nettis, Chris Bland, and Iain Walker. Luca Belgiorno-Nettis brings extensive experience as Managing Director of Transfield Holdings and a background in architecture and urban estate management, coupled with significant philanthropic contributions to the arts and community. Chris Bland, an advisor, has over 25 years of legal and commercial experience within the Transfield Holdings Group. Iain Walker, also an advisor, has a background in professional sports and the technology industry (Microsoft Australia), and his role as Executive Director of The newDemocracy Foundation informs his focus on disruptive innovations addressing public policy problems and tools for public discussion. Therese Chiu provides executive administrative support, drawing on over 40 years of administrative experience, much of it with Transfield Holdings.

Skip Capital is a private investment firm that strategically allocates capital across technology and infrastructure sectors. Founded by Kim Jackson and Scott Farquhar, co-founder of Atlassian, the firm operates as a family office with a long-term investment horizon. They are passionate about backing technology-enabled businesses and world-class teams that are dedicated to solving global problems.The firm was founded in 2018, although co-founder Kim Jackson established Skip Capital in June 2017. Based in Sydney, Australia, Skip Capital focuses on direct investments, managing the private wealth of its principals. Their investment strategy encompasses both venture capital for high-growth startups and infrastructure projects, including real assets with a focus on climate, data, waste, water, transport, and health.Skip Capital has built a diverse portfolio of notable companies across various stages, from early-stage to late-stage funding rounds. Key investments include companies like Adora, Neara, Energy Bay, Canva, Airwallex, SafetyCulture, 1Password, Culture Amp, Tonal, Talkdesk, Figma, Gong, and Zoomo. Their portfolio demonstrates a strong inclination towards innovative solutions in areas such as artificial intelligence, healthtech, enterprise applications, and software as a service.The Skip Capital team brings a wealth of experience from diverse backgrounds, including investment banking, asset management, and startup operations. Co-founder Kim Jackson has over 20 years of experience in technology and infrastructure investing, while Scott Farquhar is renowned for co-founding Atlassian and mentoring numerous startups. The team's expertise spans venture capital and infrastructure and real assets, with members like Shane Guyot, Ken Lee, Somar Alhajali, and Patty Huang focusing on long-term infrastructure investments, and Olivia Grivas, Sahil Arora, and Simone Tai specializing in venture capital.

Tulla Group is an Australian-owned investment firm and family office of the Maloney family, based in Sydney. Established in 1991, the firm operates with an open mandate, focusing on investments in small to middle-market listed companies, private equity, venture capital, and debt opportunities. The firm's investment philosophy emphasizes building strong relationships and working collaboratively with founders and management teams to unlock long-term value. Tulla Group is known for its patient investment approach and commitment to ethical dealings, leveraging a global network of advisors and industry experts.The Maloney family's wealth originated from successful ventures in resources and mining services. Kevin Maloney, the founder and Chairman of Tulla Group, established The MAC Services Group in 1996, an integrated accommodation provider for natural resource regions. This company was successfully listed on the ASX in 2007 and later sold to Oil States International in 2010 for approximately A$650 million. This history underscores the firm's deep operational expertise and strategic vision in developing and growing businesses.Tulla Group's investment portfolio spans diverse sectors, including mining and resources, sports and entertainment, technology, property, services, and logistics. Notable historical investments include The MAC Services Group and Northern Energy Corporation. More recently, the firm has invested in companies such as Themac Resources, JLM Transport & Logistics, and Premier Silver Top. The firm also has a significant interest in Tulla Resources Plc, which focuses on mining investments, particularly the Norseman Gold Project in Western Australia.The leadership team at Tulla Group brings extensive experience from various industries. Kevin Maloney, as Chairman, has a background in retail banking, finance, and resources. Mark Maloney serves as Managing Partner and Director, with prior experience in investment markets at firms like J.P. Morgan Chase & Co and Goldman Sachs Group Inc. Andrew Greville also serves as a Director, contributing his expertise in mining engineering. The team's combined operational and financial skills are central to their strategy of partnering with companies to drive growth and value creation.

Yendys Capital is a privately owned global investment firm based in Sydney, Australia, established in 2017. The firm operates as a growth equity investor, focusing on partnering with founders to build market-leading and resilient businesses over the long term. Yendys Capital typically acts as the lead investor, providing permanent capital, strategic guidance, and access to global networks to support the growth of its portfolio companies.The firm primarily targets investments in consumer, software, and technology businesses, demonstrating a sector-agnostic approach while maintaining a clear focus on high-growth potential. Yendys Capital's investment strategy involves equity investments ranging from $10 million to $40 million per deal, with flexibility in investment structure, including the option to be a minority partner.Notable investments by Yendys Capital include companies such as Fishbowl Food Group, Bailey Nelson, and Mathspace, spanning industries like food products, accessories, and educational software. The firm seeks to invest in values-aligned businesses, emphasizing companies that provide products or services accretive to society, care for their employees, and operate as good corporate citizens.Key individuals associated with Yendys Capital include Rahil Gupta, who founded the firm in 2017 and served as a Partner, and Ben Barzach, who was also a Partner from 2016 to 2020. Nick Harrington joined as an Investment Manager in February 2017. The team's expertise is geared towards identifying and nurturing high-growth businesses, leveraging their experience in both commercial and social impact sectors.