Family Offices in the US

024 Family Office is a single-family office based in Houston, Texas, established in 2019. The firm manages the financial and personal affairs of a wealthy family, with assets overseen by the executive management team. It operates as a limited partner in various investment funds.

10Branch is a single family office founded by the Haladay family, focused on investing in Oregon technology companies poised for growth. The firm provides early growth capital and mentorship, leveraging over 60 years of technology experience to help companies through the challenging journey to high growth. 10Branch assists with sales, marketing, product management, board management, company culture cultivation, fundraising, and strategic planning.

1932 Capital Management is a single-family office established in 2019 by the Brown family, focusing on strategic investments in family and founder-owned businesses across North America. The firm employs a long-term investment approach with patient capital, seeking to partner with companies that align with its entrepreneurial spirit and core values of integrity, family, and people. Their investment strategies encompass control, minority, and venture-stage investments, demonstrating flexibility in their engagement with portfolio companies.The roots of the Brown family's business legacy trace back to 1932, when Israel Brown founded National Freight, which has since evolved into NFI, a prominent North American third-party logistics company with over 18,000 employees. This multi-generational entrepreneurial background, spanning over 90 years, has informed the family's extensive experience in owning, operating, and investing in closely held businesses, ultimately leading to the formation of 1932 Capital Management. The firm views itself as operators at heart, prioritizing the well-being of each business and its people.While the firm's website indicates over 100 investments in closely held companies, specific portfolio companies are not publicly detailed. Their venture investing arm, NFI Ventures, specifically targets early-stage companies driving innovation and disruption within the supply chain and logistics industry. Minority investments are opportunistic and flexible, spanning various sectors and company stages, including consumer technologies, food & beverage, hospitality, retail, industrials, and other dynamic industries. They partner with innovative entrepreneurs directly or support experienced sponsors.The firm's leadership includes Jared Szychter, who leads 1932 Capital Management and collaborates with the fourth generation of the Brown family to oversee NFI Ventures. This blend of family legacy and dedicated leadership brings a unique operational expertise and a collaborative, patient approach to their investments, aiming for long-term success for their portfolio companies.

2c9 Ventures is a single family office based in Boston, Massachusetts, founded in 2018. The firm invests in, incubates, acquires, and advises high-growth tech companies and cash-flowing generational businesses. 2c9 Ventures deploys capital across venture capital, private equity, mezzanine lending, and public equities with a focus on health and wellness, real estate, hospitality and travel, and transformative technologies. The firm acquires and stewards healthcare and B2B services businesses with family-like ownership focused on long-term growth.

35V is the family office of two-time NBA Champion Kevin Durant and his business partner Rich Kleiman, established in 2016. The firm serves as the hub for Durant's personal brand and business ventures, manages investments in over 100 startups, and oversees the Durant Family Foundation. 35V operates as a family office with a focus on growth and expansion opportunities across various sectors.Co-founded by Kevin Durant and Rich Kleiman, 35V is closely associated with Boardroom, a multi-faceted sports, media, and entertainment company. Boardroom, also co-founded by Durant and Kleiman, produces media content and hosts signature events at the intersection of sports, entertainment, and business. This synergistic relationship allows 35V to leverage deep industry connections and expertise in its investment strategies.The firm's investment portfolio is diverse, spanning more than 100 companies across growth markets such as fintech, artificial intelligence, health and wellness, and media. Notable investments include digital sports network Overtime, cryptocurrency platform Coinbase, delivery service Postmates, and NBA Top Shot by Dapper Labs. 35V has also strategically invested in sports leagues and teams, including the DC Pickleball Team, Paris St-Germain FC, NWSL's Gotham FC, and MLS' Philadelphia Union.While specific team members for the investment arm are not publicly detailed beyond its founders, 35V emphasizes strategic collaboration with partners on initiatives related to strategy, content, and marketing. The firm's approach combines the entrepreneurial vision of its founders with a broad investment mandate, aiming to support innovative companies and emerging sports properties.

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.

A-Rod Corp is the single-family office founded by former Major League Baseball (MLB) superstar Alex Rodriguez. Established in 2003 while Rodriguez was still playing professional baseball, the firm has evolved into a dynamic investment platform with diversified interests across real estate, venture capital, and private equity. Headquartered in Miami, Florida, A-Rod Corp began as a real estate investment company and quickly grew into a powerhouse with a portfolio spanning over 15,000 multifamily residential units across 13 states in the U.S. The firm’s real estate strategy focuses on value-add opportunities, primarily targeting Class B and C properties with strong repositioning potential. Beyond real estate, A-Rod Corp has expanded into private equity and venture capital, investing in sectors such as fitness, wellness, media, fintech, and consumer goods. Notable investments include stakes in UFC Gym, Petros Pace Finance, Hims & Hers, and Acorns. The company often partners with institutional investors, family offices, and strategic operating partners to co-invest in scalable businesses. Alex Rodriguez plays an active role as Chairman and CEO, leveraging his brand and network to identify high-potential companies and add strategic value. His approach blends celebrity influence with disciplined investment strategies, making A-Rod Corp a unique player in the family office landscape. A-Rod Corp also includes a media and entertainment division, developing content across film, television, and digital platforms. Through this arm, Rodriguez continues to build his legacy as both an athlete-turned-entrepreneur and a cultural icon.

Accord Family Office is a single-family office headquartered in Bala Cynwyd, Pennsylvania, established in 2010. The firm provides comprehensive wealth management advisory services encompassing finance, legal, tax, and administration. Accord manages the financial affairs and investments of a single family, with a focus on wealth preservation, asset allocation, and long-term capital appreciation across multiple asset classes. The firm is incorporated in Delaware and maintains a disciplined approach to investment management, seeking to protect and grow family wealth across generations.

Aceana Group is a distinguished single-family office (SFO) based in the United States, specializing in private investments across a broad range of asset classes. The firm focuses on venture capital, private equity, real estate, and infrastructure, with a particular emphasis on innovative, technology-driven companies and strategies. Since the onset of the pandemic, Aceana Group has strategically deployed capital in 16 funds and more than 50 direct and co-investments, demonstrating a commitment to long-term value creation and industry transformation.The firm was founded in 2006 and operates under the leadership of seasoned investment professionals. Aceana Group is committed to identifying high-growth opportunities across various emerging sectors, leveraging the extensive experience of its team in alternative assets and international capital markets.Aceana Group's investment strategy includes a strong interest in impact investing and Environmental, Social, and Governance (ESG) funds. Their technology and innovation focus spans areas such as Blockchain, Crypto, Artificial Intelligence (AI), Deep Tech, Life Sciences, Digital Health, PropTech, EdTech, and MedTech. While specific portfolio companies are not publicly listed, the firm's activity in numerous funds and direct/co-investments highlights its active role in these sectors.The leadership team includes Russell Deakin, CIO and Managing Partner, who brings over 25 years of global experience in alternative assets, including private equity, venture capital, real estate, infrastructure, and renewable energy. His expertise covers entrepreneurial ventures, blockchain, crypto, growth capital, and international capital markets. Aaruni Kumar serves as Executive Director, leading due diligence and portfolio management for technology investments, with a focus on AI, mobility, and telecom infrastructure.

Acuitas Investments, LLC is an investment management firm specializing in identifying unique investment opportunities within inefficient global small and microcap markets. The firm employs a multi-manager approach across its strategies, which include U.S. Microcap, Small Cap, International Small Cap, and Emerging Markets Small Cap equities. Their investment philosophy is rooted in the belief that certain markets are inherently less efficient, offering skilled investment managers the opportunity to generate best-in-class returns.Founded in 2011 by Christopher D. Tessin and Dennis Jensen, Acuitas Investments was established on the core principles of exceptional research, a commitment to investment excellence, and superior client service. The firm's partners are invested alongside their clients, ensuring alignment of interests. They emphasize the importance of dedicated resources for identifying and monitoring early life-cycle, high-conviction investment managers, particularly in less efficient market segments.While Acuitas Investments primarily focuses on managing multi-manager funds, their portfolio holdings, as disclosed in SEC filings, have included public equities such as RADCOM Ltd., Solaris Oilfield Infrastructure, Inc., Marchex, Inc., Silicom Ltd., and Alpha and Omega Semiconductor Limited. The firm's research approach is fundamentally based, forward-looking, and supplemented by quantitative analysis, with a focus on robust idea generation and deep qualitative research into investment teams.The leadership team includes founders Christopher D. Tessin, who serves as Managing Partner and Lead Portfolio Manager, and Dennis Jensen, who is a Partner and the Director of Research. Both have extensive backgrounds in asset management and investment research, including significant tenures at Russell Investments. Other key team members include Doug Porter, Senior Research Analyst and Portfolio Manager for international and emerging markets small cap portfolios, Lisa Thenell, Chief Compliance Officer and Chief Operating Officer, and Matt Nieman, Portfolio Manager for U.S. Microcap portfolios and Senior Research Analyst.

Adamo Capital operates as a Founders Family Office, providing comprehensive wealth management services to families. The firm focuses on three core pillars: Investment Advice & Deal Sourcing, Legal & Audit + Controlling, and Lifestyle, Health & Logistics. In terms of investment, Adamo Capital assists families with the preparation of Investment Values & Investment Policy statements, designs strategic asset allocations, and manages portfolio transitions. They also oversee ongoing portfolio management, manager selection, investment deployment, and liquidity management, actively sourcing relevant deal flow for their clients.Established in 2021 in Miami, Florida, Adamo Capital was founded with the objective of offering non-discretionary investment advisory services to high-net-worth individuals, trusts, estates, organizations, corporations, and other business entities. The firm emphasizes a conflict-free approach, building a dedicated team for each family to manage their economic, social, health, and time wealth.Adamo Capital manages approximately $1.32 billion in assets under management on a non-discretionary basis. The firm recommends investments across various asset classes, including equities, debt, mutual funds, exchange-traded funds, options, private placements, digital assets, and private funds. While specific portfolio companies are not publicly disclosed, the firm is active in private equity and advises on a broad range of investment opportunities.The team at Adamo Capital brings diverse expertise to its multi-faceted service offering. Nicolás serves as Co-Chief Investment Officer, leveraging over 15 years of experience in investments, asset allocation, and portfolio construction, including a significant tenure as a Global Investments Specialist at J.P. Morgan. Juan Pablo, the Head of Legal & Audit, is an accomplished attorney and public accountant with a decade of experience at PwC advising UHNW families and multinational companies. Benjamín, Head of Lifestyle & Logistics, has over 15 years of experience in corporate communications, PR, and event coordination, focusing on personal aspects like health, travel, and home management. Mariel, a financial control analyst, is a CPA with 7+ years of experience from top-tier firms like PwC. Santiago Gutierrez Zaldivar is noted as a Managing Director and majority owner, having advised successful families and business owners for over a decade.

Adi Family Office (AFO) is a single-family office established by technology entrepreneurs, based in Dallas, Texas. The firm is dedicated to investing across a diverse range of asset classes, including public and private equity, debt, real estate, and venture opportunities. Their investment philosophy centers on generating alpha returns through strategic investments in an innovative portfolio, both domestically and in emerging global hubs.Founded in 2012, Adi Family Office was established by Adil Adi and his family with a mission to improve the quality of life for humanity through their investments. The firm's venture capital portfolio includes promising research, technologies, and entrepreneurs, particularly those driving new discoveries in technology and life sciences.The firm targets technology and digital transformation across various sectors, including healthcare, financial services, and media entertainment. They also show a preference for life-science startups driven by technology and engineering, such as new drug-delivery systems. Notable areas of interest include Digital Health, Healthtech, Medtech, Security, and Software Technologies.Adi Family Office is part of the broader ADI Group, which also includes WorldLink, an IT Services leader focused on 5G, cloud, AI/ML, application development, IoT, and blockchain, and Inspired Intellect, an end-to-end service provider for data management, analytics, and application development. This affiliation highlights the firm's deep roots and expertise in technology and innovation.

Algalon Capital is a family office and asset management firm established in 2016, specializing in generating consistent alpha through proprietary algorithmic trading strategies. The firm focuses on exploiting the volatility and inefficiencies present in digital asset markets, including DeFi and crypto derivatives, while also engaging in classic stock positions across global markets. Their approach is rooted in mathematical and scientific principles, coupled with intelligent risk management to navigate the complexities of both cryptocurrency and traditional financial landscapes.Founded by Alexei Antonov, who also serves as the Chief Investment Officer, Algalon Capital began its journey in 2016. The firm operates as a family office, managing its own funds alongside those of close associates. This structure allows for flexible investment strategies and a long-term perspective in their capital deployment. Alexander Pavlov is noted as the CEO, contributing to the firm's leadership and strategic direction.Algalon Capital's investment portfolio includes notable companies such as 1Million NFTs, an early-stage venture in the financial software industry, SingularityNET within media and information services, and Storiqa in internet retail. They have also invested in the OMG Foundation. These investments highlight the firm's interest in innovative technologies and the evolving digital economy, particularly within the blockchain and fintech sectors.The team at Algalon Capital leverages expertise in financial services, algorithmic trading, and data science to identify and capitalize on market opportunities. Their focus on quantitative analysis and robust risk management frameworks underpins their strategy to deliver strong returns for their clients. The firm's dual presence in Moscow, Russia, and Grand Cayman, Cayman Islands, reflects its global outlook and operational reach in the investment world.

Alpha Square Group (ASG) is a dynamic New York-based investment firm and single family office managing over $1 billion in assets under management (AUM). Registered with the U.S. Securities and Exchange Commission, ASG invests across public and private markets, supporting cutting-edge companies and top-tier managers driving innovation globally. The firm's strong expertise facilitates exceptional returns while fostering technological advancements.ASG focuses on high-growth sectors including Enterprise SaaS, Fintech, Crypto/Web3, and AI. It emphasizes investments in Series B to Pre-IPO stage companies that demonstrate rapid revenue growth, with a run rate of at least $5 million. The typical investment size ranges from $3 million to $15 million, and ASG often participates in follow-on funding rounds to further support its portfolio companies.Headquartered in New York City, ASG operates with a team of 11 to 50 employees. The firm primarily targets opportunities in the USA but also engages with global investments, including significant exposure to Canadian and Asian markets. ASG provides value through market trend analysis and compliance with regulatory frameworks, aiming to enhance both financial returns and strategic development in its portfolio.

AMC Family Office (Asset Management Company) is a single family office based in East Palo Alto, California, originally established in 1965 by Franklin Johnson to partner with entrepreneurs and create new companies. Now focused on managing the Johnson family investments and supporting not-for-profit organizations through corporate philanthropy. For over 45 years, the firm has partnered with visionary entrepreneurs to create valuable new companies and industries by investing capital in technology-based opportunities, including venture capital and biotech investments.

Apeiron Investment Group is a discretionary investment firm and family office founded and owned by serial entrepreneur Christian Angermayer. The firm manages approximately $7 billion in assets, deploying a global, multi-strategy investment approach with a primary focus on the United States. Apeiron is driven by a bold optimism for a future where technology empowers people to live longer, healthier, and more fulfilling lives. Their investment philosophy centers on being hands-on, reliable, and long-term partners to exceptional founders and emerging asset managers, supporting them in pushing the boundaries of imagination and shaping the future.Founded in 2012 by Christian Angermayer, Apeiron Investment Group operates as his private investment vehicle. Angermayer, a prominent German entrepreneur and investor, established the firm to invest across various innovative sectors, reflecting his diverse interests in life sciences, financial technology, and emerging technologies. The firm's approach encompasses the entire company lifecycle, from incubating and accelerating breakthrough ideas to scaling growth-stage businesses and making impactful investments in publicly listed companies. Apeiron also engages in anchor LP investments combined with minority GP stakes in asset managers.Apeiron Investment Group's portfolio spans a wide array of innovative companies. Notable investments include atai Life Sciences, a biotechnology company focused on mental health treatments, including psychedelics-based medicine; Sorare, a blockchain-based fantasy sports platform; NAGA, an online financial instruments trading platform; and Alto Neuroscience, an AI-driven drug discovery platform for neurological diseases. The firm has also backed companies like Razor Group, an e-commerce aggregator, and Super Copper, involved in mining. Their diverse holdings reflect a commitment to sectors such as biotechnology, fintech, AI, and human enhancement.The firm's team comprises over 50 professionals, including senior investment experts, operating from offices in key global hubs. Christian Angermayer, as the founder, leads the strategic direction, supported by managing directors and a dedicated team across various functions. Apeiron's expertise lies in identifying and nurturing companies that align with its vision of advancing scientific progress and technology to improve human well-being, with a particular focus on areas like longevity research and brain-computer interfaces.

Argos Family Office is a multi-family office established in 2007, built by and for families to navigate the complexities of multi-generational wealth. The firm offers a comprehensive suite of services designed to provide expert advice and exceptional service to ultra-affluent families. Their approach focuses on family-centered values, addressing concerns across generations and assets with a unique fee structure based on net worth.The firm provides a wide range of services including accounting, family services (philanthropic analysis, family education, legacy planning, elder care, technology consulting, and cybersecurity), financial services (cash and liquidity management, financial reporting, loan administration, aviation monitoring, and life insurance review), legal services (real estate transactions, risk and property insurance management, contract review), tax services (income and estate tax planning, IRS audit expertise), and trusts & estates (trustee support, estate planning, and trust administration). Investment management services are exclusively provided to Argos families through Argos Capital Partners, LLC (ACAP).Argos Capital Partners, LLC, as the investment arm, focuses on creating customized investment solutions. They engage in both publicly traded investments and direct private investments, with a significant track record in real estate transactions and operating company transactions across various industries. The firm emphasizes leveraging the collective assets of Argos families, building programmatic relationships, and partnering with sponsors to design investment structures. They have facilitated over $2 billion in real estate transactions and over $2 billion in operating company transactions, with more than 80 total investments and over 30 realized investments over 15 years.The team at Argos Family Office comprises dedicated professionals from diverse disciplines, including accountants, lawyers, wealth managers, and fiduciaries. This multidisciplinary expertise ensures that client families receive tailored capabilities and knowledge for their specific needs. The firm prides itself on a high ratio of full-time staff per family, offering a service level that aims to exceed that of a typical multi-family office by providing a dedicated team for each family's most important issues.

Asia Alpha is a New York-based family office investment firm that actively engages in alternative assets, including venture capital and private equity. The firm focuses on identifying and backing high-growth ventures across various global regions, with a particular emphasis on New York, Silicon Valley, Israel, and Asia. Their investment strategy spans sectors such as technology, healthcare, artificial intelligence, financial technology, and life sciences, supporting companies from their seed stages through growth rounds.Founded in 2002, Asia Alpha is closely associated with the Hahn Family, who are known for their deep commitment to philanthropy. The family actively supports charitable endeavors with a special focus on education, scholarship, medical research, and entrepreneurship. James Hahn serves as the Chairman of Asia Alpha and Asia Alpha Life Science, holding board positions on several medical, cultural, and academic institutions, including the Wharton Undergraduate Executive Board and the NYU Perlmutter Cancer Center Advisory Board. Lisa Yoo Hahn is also a notable figure, serving as a Trustee on the NYU Board of Trustees.The firm's portfolio includes investments in a diverse range of companies. Notable examples include YOOM, a company in the multimedia and design software industry, Sora, which specializes in network management software, and Kriya, operating in the drug discovery sector. Other significant investments have been made in companies such as Noom, PowerTechs, Snap Inc., SpaceX, and Veriff, showcasing Asia Alpha's broad interest in innovative and impactful ventures.Asia Alpha's investment philosophy is centered on providing strategic guidance and leveraging its extensive network to add value beyond just capital. The team's expertise, particularly that of key decision-maker James Hahn, who serves on the boards of various venture capital funds like Pontifax Israel Life Sciences Venture Capital Fund, PM European Life Science Venture Capital, and Firstime Israel Venture Capital Fund, underscores the firm's commitment to supporting the growth and success of its portfolio companies.

August Spark is a New York-based family office that specializes in investments across marketing, technology, and business services. The firm focuses on acquiring majority ownership in profitable companies, typically those with $2 million to $10 million in pre-tax profitability. They aim to leverage their expertise in sales and marketing, growth strategy initiatives, fostering company culture, and digital transformations to support their portfolio companies.The firm was relaunched in August 2018, having previously operated as Team JMC. August Spark was established to address a perceived gap in investor expertise within the marketing and business services sectors, particularly given the increasing importance of technology and digital-first offerings.August Spark adopts a long-term, founder-friendly approach to its investment timeline, distinguishing itself from the shorter horizons often seen with traditional private equity and venture capital firms. Beyond majority acquisitions in the middle market, the firm also targets early-stage startups with high growth potential and significant impact, seeking to support innovative entrepreneurs developing breakthrough technologies and solutions across various industries. Their investment checks for these early-stage ventures range from $250,000 to $2 million.The team at August Spark brings significant operating and entrepreneurial experience. Notably, Michael Cassidy, a key figure, was the founding CEO of Undertone, a prominent advertising technology company that was successfully acquired by Perion in 2015. This background allows the firm to provide strategic partnerships and operational support to its portfolio.