Family Offices in Delaware

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.

Cascade Investment is a private investment firm and holding company that manages the personal wealth of Bill Gates and the assets of the Gates Foundation Trust. Established in 1994, the firm's core mission is to generate superior long-term returns to support and advance the vital work of Bill Gates and the philanthropic endeavors of the Gates Foundation Trust. It operates with a fundamental, long-horizon investment approach, deploying capital across a diverse range of asset classes and geographies. While Cascade Investment oversees the Trust's assets, it maintains a distinct operational separation from the Gates Foundation's grant-making activities, ensuring no influence on investment decisions by the foundation.The firm's investment strategy is characterized by a value-driven approach, often taking significant, long-term anchor stakes in companies across essential industries. Cascade Investment primarily engages in direct investing but also collaborates with a select group of third-party managers to broaden its expertise in specific asset classes. This diversified strategy has led to a portfolio that includes substantial holdings in public and private companies, as well as real assets like vast tracts of U.S. farmland. The firm does not seek or accept investments from third parties or unsolicited investment proposals.Cascade Investment's notable portfolio includes controlling or significant stakes in major corporations such as Four Seasons Hotels & Resorts, Republic Services (a waste management company), Ecolab (a hygiene and food safety-tech company), and Deere & Company (an agricultural and heavy equipment manufacturer). Historically, the firm has also held considerable positions in companies like Canadian National Railway and AutoNation. Beyond these, Cascade has invested in biotechnology, genomics, and solid waste management technology, aligning with broader interests in innovation and sustainability, as evidenced by its connection to Breakthrough Energy initiatives.The firm is led by Chief Investment Officer Michael Larson, who founded Cascade in 1994 and has been instrumental in directing its investment activities, including strategy, capital allocation, and transaction execution. Other key team members include Alan Heuberger, Senior Investment Manager focusing on direct private equity and real asset investments, and Mike Rodden, General Counsel. The team's expertise spans various financial and legal domains, contributing to Cascade's comprehensive and long-term investment philosophy.

Graycliff Partners is an independent investment firm specializing in private equity and private credit investments within the U.S. lower middle-market. The firm focuses on partnering with founder- and family-owned businesses, providing capital for acquisitions, management buyouts, recapitalizations, growth, and expansion. Their investment approach emphasizes collaboration with management teams, leveraging a thoughtfully cultivated strategy built on listening, learning, and leveraging their expertise and relationships to accelerate growth.The Graycliff Partners team originated as the U.S. Private Equity division of HSBC, with a history of investing in lower middle-market companies dating back to 1991. In 2011, the investment team successfully spun off to form Graycliff Partners as an independent entity. This transition allowed the firm to continue its focused investment strategy, building on decades of experience and a stable, cohesive leadership team that has worked together for well over a decade.Graycliff Partners targets companies primarily in niche manufacturing, value-added distribution, and industrial services sectors. Their portfolio also extends to business services, consumer-focused companies, specialty retail, education, and flexible workspace solutions, including those leveraging advanced technology like AI-powered systems and SaaS platforms. Notable investments include companies like Palmetto Moon (specialty retail), Vast Coworking Group (coworking platforms), and Guidewell Education (educational services).The firm manages approximately $2.0 billion in investments across various strategies, including direct equity, mezzanine investments, and fund of funds. The team comprises experienced professionals with diverse backgrounds in private equity, investment banking, and finance, committed to a long-term perspective and strong relationships with their portfolio companies, deal partners, and investors. Graycliff Partners maintains offices in several key U.S. cities, reflecting its broad reach and commitment to the North American market, with an additional focus on investment opportunities in Latin America.

K2 Global is a venture capital firm established in 2015, with a primary focus on investing in private technology companies. The firm targets disruptive internet, software, and technology-enabled businesses from seed to growth stages, aiming to support companies that are revolutionizing their respective industries. K2 Global emphasizes building long-term economic value through creative software solutions and partners with founders to develop innovative solutions for contemporary challenges.Founded by Ozi Amanat, K2 Global was launched with a vision to bridge investment opportunities between Asia and Silicon Valley. The firm's limited partners comprise prominent leaders, family offices, institutions, sovereign wealth funds, and strategic investors across three continents, including Singapore, the United States, India, Indonesia, Japan, Hong Kong, Thailand, Malaysia, and Australia. K2 Global has successfully closed significant funds, including $300 million in committed capital to invest in promising technology startups globally.K2 Global boasts a notable portfolio of investments in over 50 companies, including well-known names such as Uber, Spotify, Airbnb, Coinbase, Paytm, Palantir, Impossible Foods, Allbirds, Pinterest, Warby Parker, Scopely, and Oatly. The firm has also expanded its investment focus to include emerging areas like artificial intelligence, backing companies such as OpenAI, xAI, Neuralink, and Shield AI, and has made investments in the aerospace and defense sectors.The team at K2 Global, led by founder Ozi Amanat, leverages extensive experience and a global perspective. Amanat is recognized as an international investor and venture capitalist with a track record of backing significant technology startups. The firm's approach involves connecting founders with a global network of investors and entrepreneurs, facilitating international expansion and market navigation.

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.