Family Offices in the United States

Clayton Associates is a Nashville, Tennessee-based investment firm and family office, founded in 1996. The firm is dedicated to partnering with entrepreneurs to build successful businesses, leveraging its extensive operating experience and relationships. It functions as a venture capital partner, making investments across various stages and sectors.The firm was established in 1996 by R. Clayton McWhorter, Stuart C. McWhorter, and Bill F. Cook. R. Clayton McWhorter, a prominent figure in the healthcare industry, brought significant experience from his roles as founding president and chairman of HealthTrust, Inc., and his time at Hospital Corporation of America. This foundational expertise has shaped Clayton Associates' investment philosophy, particularly in the healthcare sector.Clayton Associates specializes in seed, angel, and venture-stage investments, with a focus on healthcare IT, technology, information technology, mobile app development, software, digital media, human capital services, and enterprise applications. The firm has made over 100 venture deals through its various investment platforms, including Bullpen Ventures and FCA Venture Partners. Notable investments include companies such as WebMD, Sharecare, Clinical Ink, Integrated Payroll Services, Dr. Jud, and Visualize Health.The team at Clayton Associates is characterized by its deep operating experience and strong network, which it utilizes to support portfolio companies. The firm's involvement extends beyond capital, actively working with management teams to implement proven business models and define exit strategies. This hands-on approach, combined with the founders' backgrounds, provides a robust foundation for fostering growth in its portfolio companies.

DRA Family Office is a single family office based in San Diego, California, established in 2019. The firm operates as a private investments entity, focusing on a diverse range of opportunities across various stages and sectors. Its investment mandate includes both lower middle market private equity and early-stage companies, spanning real estate, operating businesses, and equity venture opportunities. DRA Family Office is particularly committed to fostering growth and building sustainable value by partnering with dynamic management teams, leveraging over two decades of operational experience in scaling organizations.The firm actively seeks investment opportunities in growth-oriented operating businesses with at least four years of history and EBITDA between $2 million and $6 million, targeting acquisitions up to $25 million. For venture capital, DRA Family Office targets Seed and Series A stage opportunities, often serving as the first institutional capital with investments ranging from $250,000 to $5 million. A notable aspect of their strategy is a dedicated focus on supporting women business owners, exemplified by the creation of DRA Investment Fund I, a $10 million fund aimed at providing capital to female-led enterprises across various sectors.DRA Family Office's portfolio and investment interests are broad, encompassing technology services, financial services, gaming & hospitality, and various real estate assets such as commercial properties, retail stores, gas stations, car washes, storage facilities, assistant living facilities, and student housing. The firm also looks for opportunities in land development and urban apartments. Specific portfolio companies include Vertical Harvest, an agricultural technology company, and Private Equity Weekly, an online financial publication. The firm's investment criteria emphasize U.S.-based acquisitions, recurring revenue, annual revenue growth, and a preference for non-capital-intensive companies with strong management teams.The leadership team at DRA Family Office has seen transitions, with Rose W. Vitale, the founder and former Managing Partner, stepping down in March 2026 to dedicate more time to philanthropic initiatives focused on empowering women entrepreneurs. Jon Taber serves as a Managing Partner, and Neil Crabtree acts as an Advisor to the firm. Their collective expertise underpins the firm's disciplined investment approach, which centers on long-term value creation and strategic partnerships, guiding entrepreneurs from early-stage growth to institutional capital.

Dunes Point Capital is a private investment firm and family office established in 2013, focusing on control investments within the general industrial and business services sectors. The firm employs a thesis-driven approach to value creation, emphasizing organic growth and operational transformation within its portfolio companies. They target mid-market opportunities, typically seeking platform companies with an EBITDA range between $10 million and $75 million, and add-on acquisitions with an EBITDA greater than $2 million.Founded by Timothy J. White, who serves as CEO and CIO, Dunes Point Capital has a mission to build great companies that make a difference. Mr. White brings extensive experience from his prior roles as a Senior Managing Director at Blackstone and GSO Capital Partners, where he oversaw significant private equity and mezzanine investments. The firm has successfully raised approximately $1.5 billion since its inception, including an $800 million Fund III in March 2024, and has acquired numerous platform and add-on companies.Dunes Point Capital's investment strategy spans a diverse range of industries, including automation, building products, business services, industrial technology, packaging/labels, specialty chemicals and materials, specialty distribution, transportation and logistics, and water sectors. Notable portfolio companies include Artisan Design Group (flooring products), Eastern Communications (mission-critical communication devices), Eleconnex (electrical and structured cabling), Greenwood Industries (commercial roofing), and Roofing Services Solutions.The firm's team comprises experienced professionals across investment, business development, investor relations, portfolio resources, senior advisory, and operations. Their senior advisor team provides specialized expertise in areas such as automation & industrial technology, building & architectural products, distribution, facility services, industrial & consumer products, industrial process & equipment, and specialty chemicals, further enhancing their ability to support and grow portfolio companies.

Emigrant Capital is the private investment division of Emigrant Bank, the largest family-owned and operated bank in the United States. The firm operates as a private equity investment firm, providing long-term equity and related capital to established middle-market businesses. Emigrant Capital distinguishes itself through its patient capital approach, investing directly from the bank's balance sheet without being constrained by typical fund timelines and fundraising cycles. This allows them to focus on companies' long-term goals and growth, rather than short-term exits.The firm's history is deeply intertwined with Emigrant Bank and the Milstein family. Emigrant Bank was established in 1850 and has a long-standing reputation as a trusted New York City institution. Emigrant Capital was founded in 1999, building upon the multi-generational family business values of honest communication and fair dealing. The firm is led by Howard P. Milstein and the Milstein family, who are recognized for their extensive investment experience across various sectors including real estate, banking, manufacturing, and technology.Emigrant Capital invests between $5 million and $30 million in businesses generating between $2 million and $15 million in EBITDA, with revenues ranging from $10 million to $100 million. They offer flexible investment structures, including non-control and majority investments, and can provide capital in the form of debt, equity, and hybrid securities. The firm focuses on growth, taking a conservative approach to third-party debt to allow management teams to concentrate on operational and expansion objectives.Notable active and past partner companies include Primetime Healthcare, Shipsigma, Medterra, RYZE, Boylan, BJG Electronics Group, and East West. The team at Emigrant Capital includes experienced professionals such as Chris Staudt, President, and Bill Staudt, Vice Chairman, both of whom joined the firm in 2007. Rafael Romero serves as a key contact for investment opportunities. The firm actively seeks partnerships with top-tier entrepreneurs, experienced operators, advisors, and independent sponsors.

Force Family Office is a prominent investment firm that serves as a vital connector for family offices globally, facilitating co-investment opportunities and deal flow with innovative companies and service providers. The firm's core mission revolves around creating a dynamic forum where family offices can engage in co-investment, research, education, and philanthropic endeavors. They introduce their extensive network of family offices to a diverse range of private and public companies across various sectors, aiming to foster mutually beneficial relationships and investment partnerships.Founded in 2020 by Steven Saltzstein, Force Family Office was established with the clear objective of building a comprehensive platform for family offices worldwide. Saltzstein, with a background in sourcing, structuring, negotiating, and closing significant transactions for family offices and managing a small-cap fund, envisioned a community where intellectual capital and best practices could be shared. The firm has since grown to include a substantial network of family office representatives, hosting numerous events focused on emerging sectors, philanthropic initiatives, and investment strategies.While Force Family Office does not manage its own assets under management, it plays a crucial role in connecting family offices with a wide array of investment opportunities. Their network includes companies such as Dala.Care (healthcare platform), BioVeritas (sustainable aviation fuel), Mahzi Therapeutics (neuroscience), Nordicus Partners Corporation (life sciences), Boom Supersonic (supersonic travel), Global Bioenergies (renewable methods), and bit.bio (human cell therapeutics). These introductions span various asset classes, including co-investments, private credit, private equity, venture capital, and real estate deals, reflecting a broad and flexible investment approach. [cite: 8 from previous search, 11 from previous search, 12 from previous search]The firm's team, led by CEO Steven Saltzstein and President Len Panzer, comprises experienced professionals dedicated to fostering connections and providing valuable insights. Key team members include Charlotte Morello (Managing Partner), Vadim Mats (CFO), and directors specializing in events, healthcare, and philanthropic services. Their collective expertise enables Force Family Office to curate relevant opportunities and educational content, ensuring that their network of family offices remains informed about market trends and impactful investment avenues.

Fulcrum Investing operates as a family office dedicated to supporting the entrepreneurial community and advancing startup companies. The firm focuses on making investments in Seed through Series B stage startups across the United States. They are generally industry-agnostic, seeking out US-headquartered businesses with strong visions for their culture, technology, marketing, and finances.Founded in 2014, Fulcrum Investing established itself as a private investment group. The firm's commitment lies in assisting early-stage companies, actively participating in subsequent funding rounds for its portfolio companies. They are known for deploying a unique and efficient diligence model designed to minimize bias and accelerate decision-making processes.While specific details on individual team members' extensive backgrounds are not widely publicized, Kevin Van Eekeren is associated with the firm. Fulcrum Investing has built a portfolio of over 37 companies, with investments spanning various sectors including Enterprise Applications, Consumer, and HealthTech. Notable acquisitions from their portfolio include KnowledgeHound, Podchaser, and Luna Lights, and they have also invested in companies like Nexus A.I. and Rypplzz.

GMF Capital is a privately-owned alternative investment platform established in 2013 by Gary Fegel. Operating as a single-family office, the firm invests capital on behalf of its founder, his family, and like-minded investors. GMF Capital employs an opportunistic investment approach with a flexible mandate and permanent capital, aiming to generate outsized returns across various asset classes. The firm maintains offices in both Switzerland and the USA.The firm's investment strategy encompasses private equity, real estate, and alternative investments, with a particular focus on cash-flowing opportunities characterized by liquidity and limited exposure to cyclical volatility. GMF Capital actively engages in sectors such as real estate, healthcare, and structured credit. They target the acquisition and development of real estate assets, including residential properties, and have also shown interest in healthcare-related ventures. Beyond traditional assets, GMF Capital has demonstrated an appetite for innovative areas, including venture capital investments in companies leveraging blockchain and AI technologies.GMF Capital was founded by Gary Fegel in 2013, who serves as the firm's Chairman. Jay Lobell is also noted as a Co-Founder and CEO. Prior to establishing GMF Capital, Mr. Fegel was a Senior Partner at Glencore Plc., where he was responsible for the global aluminum business. The team at GMF Capital is described as comprising professionals with decades of achievement, reputation, and integrity, leveraging their extensive industry knowledge and proprietary network to identify and capitalize on investment opportunities.Notable investments by GMF Capital include a seed investment in sMiles, a platform that allows users to earn Bitcoin, and an investment in MySky, an AI-powered spend management platform for the private aviation industry. The firm has also invested in Qredo and Pardes Biosciences, and has been involved in acquisitions such as Motorsport Network. These investments highlight GMF Capital's diverse portfolio, spanning from real estate and healthcare to emerging technologies like blockchain and artificial intelligence.

Grouse Ridge Capital is a single family office operating as both an investment vehicle and an advisory firm based in Pittsburgh, Pennsylvania. The firm engages in both venture capital and private equity investments, balancing an industrial-focused portfolio with technology-driven ventures. Their investment strategy encompasses early-stage technology companies, buyouts, and turnarounds, demonstrating a versatile approach to capital deployment across various market segments.Founded in 2012, Grouse Ridge Capital focuses its venture capital efforts on early-stage technology companies, typically investing in Series A or earlier rounds with initial commitments ranging from $250,000 to $500,000, and reserving capital for follow-on investments up to approximately $2 million per position. In private equity, the firm specializes in mid-market buyouts, distressed situations, and family business succession, often targeting companies with EBITDA between $1 million and $10 million and deal considerations under $20 million. Their advisory services include buy-side M&A and turnaround expertise, assisting clients with deal strategy, target identification, and navigating complex distressed business scenarios.The firm's investment portfolio spans a diverse range of sectors. In technology, they actively invest in artificial intelligence, FinTech, business software, SaaS, robotics, advanced manufacturing, enterprise technology, and marketplace infrastructure. Their industrial focus includes construction, manufacturing, fabricating, civil construction, infrastructure, steel, and heavy industrials. Notable investments include companies like Subtl Beauty, Mercaris, Advanced Construction Robotics, Conservation Labs, Dynamics, enosix, Erin, Innovu, and nanoGriptech, showcasing their commitment to both innovative tech solutions and foundational industrial sectors.The team at Grouse Ridge Capital, led by CEO & President Stephen M. Muck and Principal Joseph Angotti, brings disciplined capital deployment and extensive deal experience to their investments and advisory roles. Their expertise in managing distressed businesses and facilitating ownership transitions underscores their comprehensive approach to value creation and preservation for all stakeholders involved.

L Investments is a single-family office that manages the wealth of the Lifschultz family members. The firm operates with a global investment mandate, deploying capital across a diverse range of asset classes. Their investment strategy encompasses both direct investments and allocations to various fund managers, reflecting a broad and flexible approach to capital deployment.The firm's portfolio is notably diversified, with significant interests in traditional and emerging sectors. They actively invest in areas such as oil and gas, real estate, and clean energy, demonstrating a commitment to both established industries and sustainable initiatives. Additionally, L Investments has a presence in the technology sector, indicating an interest in innovation and growth-oriented companies.As a family office, L Investments typically maintains a discreet profile, focusing on long-term wealth preservation and growth for its principals. Their global reach and multi-asset class strategy allow them to identify and capitalize on opportunities across different markets and investment vehicles, including hedge funds and private equity. The firm's executive management team is responsible for overseeing these diversified asset allocations and investment decisions.

Lauder Partners, LLC is a Silicon Valley-based investment firm operating as a family office, primarily deploying the capital of Gary Lauder and his family members. The firm focuses its investments on companies driving radical innovations within the technology sector, specifically excluding content and programming ventures such as movies, documentaries, or games. Lauder Partners engages in both direct investments in companies and allocations to various funds, including venture capital funds. Direct investment opportunities are considered for companies located in the United States and Canada, with a strong preference for those situated closer to Silicon Valley.The firm was established in 1986 by Gary Lauder, who has been actively involved in venture capital since 1985. Laura Lauder joined the venture capital partnership in 1992. The firm's investment strategy is characterized by a disciplined, long-term approach, aiming to support portfolio growth and create value rather than acquiring companies outright. Initial direct investment sizes typically range from $500,000 to $5 million.Lauder Partners has built a diverse portfolio of companies. Recent investments include Lassen Peak, RapidSOS, Anysphere (known for its AI coding tool, Cursor), and Swaza. Historically, the firm has invested in notable companies such as Uber, Palantir, Didi, Hippo, Oura, Starry, Via, and PillPack. These investments span various industries, including electronic equipment, information services, software development, and health technology.Gary Lauder serves as the Managing Director of Lauder Partners. He holds a BA in International Relations and a BS in Economics from the University of Pennsylvania and the Wharton School, respectively, along with an MBA from the Stanford Graduate School of Business. With a career in venture capital spanning decades, he has invested in over 170 private companies and actively advocates for patent reform and improvements in transportation policy. Laura Lauder, a social entrepreneur and venture philanthropist, focuses her efforts on strategic grantmaking through the Laura and Gary Lauder Family Venture Philanthropy Fund, demonstrating a commitment to broader societal impact alongside the firm's investment activities.