Family Offices in Colorado

Breedlove Capital is a family office investment firm dedicated to fostering the growth of promising small businesses. The firm focuses on the acquisition of companies with significant potential, aiming to transform good ideas into great ones. Their investment strategy primarily targets the technology sector, seeking out innovative companies that align with their long-term vision for value creation.The firm was established in 2020 by co-founders Bill, Stephanie, Davis, and Austin Breedlove. Stephanie Breedlove, a notable figure among the founders, brings extensive entrepreneurial experience, having successfully built and scaled Breedlove & Associates, which was later acquired by care.com. This background underscores the firm's deep understanding of the entrepreneurial journey, from initial bootstrapping through to a successful exit. Breedlove Capital emphasizes a philosophy of building companies correctly, focusing on sustainable growth and impactful, long-term strategies.As of the current research, specific notable investments or portfolio companies for Breedlove Capital were not publicly detailed in the available information.The Breedlove Capital team is characterized by its entrepreneurial spirit and hands-on approach. Describing themselves as 'roll up your sleeves' operators, the co-founders leverage their collective wisdom and dynamic energy to support their portfolio companies. Their expertise spans the entire business lifecycle, from initial startup phases to scaling and eventual acquisition, reflecting a deep commitment to the success and development of the businesses they partner with.

Confluence Family Office is a multi-family office based in Denver, Colorado, founded in 2011. The firm originated from the wealth of entrepreneurial business owners across Colorado and Wyoming. Confluence provides a comprehensive range of services including tax planning, estate planning, investment management, monthly financial preparation, coordination and facilitation of financial meetings, and oversight of other advisors. The firm specializes in consolidating the management of individuals, families, and their wealth, offering a holistic approach to family financial governance and multi-generational wealth preservation.

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.

Jolimont Global is an investment firm specializing in high-growth mining equipment, technology, and services (METS) companies. The firm focuses on identifying and supporting emerging technologies and innovative ideas within the mining sector, aiming to enhance productivity, reduce costs, and promote environmental sustainability. Their investment strategy encompasses various stages, from early-stage venture capital to growth and late-stage rounds, with typical deal sizes ranging between $15 million and $20 million.Founded in 2003 as Jolimont Capital by Lex McArthur and Charles Gillies, the firm later became Jolimont Global Mining Systems. In September 2019, Jolimont Global Mining Systems Pty Ltd was acquired by Resource Capital Funds (RCF), a prominent private equity investor in the metals and mining sector. Following the acquisition, the principals of Jolimont Global Mining Systems now manage the RCF Innovation team, overseeing funds such as RCF Jolimont Mining Innovation Fund II, which continues the focus on mining innovation.Jolimont Global, through its various iterations and its current integration with Resource Capital Funds, has a track record of investing in companies that bring transformative solutions to the mining industry. Notable investments include SciAps, a manufacturer of high-performance handheld instrumentation, and Rail-Veyor Technologies Global Inc., an autonomous materials handling specialist. The firm's portfolio companies often contribute to key industry trends such as electrification, automation, and decarbonization in mining operations.The firm's leadership, including founders like Charles Gillies and Lex McArthur, brings extensive commercial experience in mining, technology, private equity, and finance. This deep industry expertise allows Jolimont Global to provide not only capital but also strategic guidance and capabilities to its portfolio companies, accelerating the commercialization of new technologies globally. The team actively scans and evaluates mining technology products and services from around the world, maintaining relationships with leading research institutions and universities.

Lupine Crest Capital is a family office and investment firm founded by Jean-Pierre “JP” Conte, a veteran of the private equity industry with over 35 years of experience. Established in March 2025, the firm is headquartered in Aspen, Colorado, and is dedicated to deploying strategic capital across various asset classes. Lupine Crest Capital aims to transform mid-sized companies into industry leaders by leveraging Conte's extensive expertise and insight. The firm focuses on private equity, real estate, and venture investments, targeting businesses with revenues between $50 million and $500 million. Lupine Crest Capital seeks companies that demonstrate strong leadership, consistent growth, and the potential for superior investment returns. The firm's investment strategy is led by JP Conte himself, ensuring that each decision aligns with the mission of fostering transformative growth. Lupine Crest Capital operates across sectors where Conte has demonstrated success throughout his career, including healthcare, financial services, software, and industrial technology. The firm's approach combines elements of traditional private equity with the flexibility characteristic of family offices, allowing for patient capital and creative investment strategies. Through this approach, Lupine Crest Capital aims to identify and nurture businesses poised for significant growth and innovation.

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.

ZOMA LAB is a family-founded organization dedicated to catalyzing systemic and scalable solutions to critical social and environmental issues in its home regions of Colorado and Chile. The company integrates philanthropy and market-based investments to support resilient, thriving communities through innovative partnerships and investments in workforce development, energy and water efficiency, early childhood development, and community economic development. Founded by Ben and Lucy Ana Walton, ZOMA LAB operates through multiple divisions including ZOMA Capital, which provides flexible, patient capital across multiple asset classes to advance sustainable market-based solutions globally, with a focus on Colorado and Chile. The ZOMA Foundation uses philanthropy as a catalytic tool to pilot new models and incubate place-based approaches that can scale or replicate to drive systems change in social and economic systems. ZOMA LAB emphasizes collaboration with diverse stakeholders, exploration of innovative and non-traditional approaches, and accountability to communities and partners. Its initiatives include the Global Permanence Fund, which supports nature conservation and community development by partnering with NGOs, philanthropies, governments, and the private sector to scale financing for conservation and rural prosperity.