Family Offices in Florida

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.

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.

Clearwell Group is a family office investment firm based in Tampa, Florida, established in 2009. The firm focuses on facilitating strong family culture through a comprehensive suite of services, including investment management, estate planning, philanthropic advisory, and family business consulting. As a family office, Clearwell Group aims to maximize collective and community impact across generations of client families. Their integrated approach emphasizes understanding the values and complex challenges of their clients to help them achieve their financial goals and support their chosen causes.The firm's investment strategy primarily involves making control equity and meaningful minority investments in companies headquartered in the southeastern United States, with a particular focus on Florida. Clearwell Group seeks businesses with over $2 million in EBITDA and is committed to building lasting, well-capitalized, and meaningful businesses. They operate with a patient capital approach, free from the artificial time constraints often associated with traditional fund structures. Industries of particular interest include manufacturing, business services, healthcare, software, financial services, and consumer products.Clearwell Group's portfolio includes investments in various sectors. Notable past investments include companies like CareSync, First Aid Shot Therapy, and Vestagen Technical Textiles, primarily within healthcare-related fields such as Disease Self Management, Healthcare IT, and Services for Healthcare Providers. More recently, the firm has invested in companies like Flash-Rite, Steadfast Contractors Alliance, and National Boiler Service, operating in commercial and environmental services. They also manage buyout funds such as Clearwell Group Investors V and Clearwell Environmental Partners.The Clearwell team is led by Managing Partner Douglas J. Free and includes key personnel such as Ryan D. Cortner, Partner, who manages the private equity portfolio, and Dan Capozzo, Chief Compliance Officer. The team's expertise spans various areas, including financial due diligence, strategic assessments, and corporate carve-out transactions, with experience across manufacturing, business-to-business services, healthcare, and technology. The firm also benefits from an advisory board comprising experienced professionals from various investment and philanthropic backgrounds.

The Cooper Family Office is a private entity established in 2006 to manage the investments and philanthropic endeavors of the Cooper Family of Florida. Operating as a single-family office, it does not accept external capital or serve outside clients. The firm maintains a diversified portfolio with a global opportunistic focus, seeking to partner with proven investment managers across various asset classes. Their investment strategy emphasizes disruptive technologies, innovative biotechnologies, and traditional industries, aiming to generate positive impact through their investments and philanthropies.Founded by Howard Cooper, who built his wealth through stock trading, the Cooper Family Office transitioned from managing personal assets to global investing, primarily in alternative investments. Mr. Cooper established the single-family office in 2006. He is an honors graduate of Princeton University and has held leadership roles on various university boards and advisory councils, including Duke University School of Medicine, Princeton, Yale, and NYU Stern School of Business, demonstrating a strong academic and philanthropic commitment.The firm invests globally in hedge funds, private equity funds, and venture funds, alongside direct investments in operating companies and other private opportunities, including real estate. They maintain a portfolio of early and latter-stage start-up ventures and occasionally provide seed capital to managers. One notable investment identified is in Sympti, a company within the Clinics/Outpatient Services industry. The Cooper Family Office also co-invests extensively with other family offices and investment partners.The Cooper Family Office boasts a team with diverse expertise. Key members include Howard Cooper, the founder and a Partner; Ronen Schwartzman, MBA, Chief Investment Officer, with extensive experience in alternative assets like hedge funds, private credit, private equity, and real estate; Raji Khabbaz, MBA, Senior Advisor, who brings decades of experience in leveraged buyouts, venture capital, and various equity strategies; and Heather Williamson, MBA, CFA, who has significant experience in large and complex investment programs, including policy development, risk management, and manager due diligence across global asset categories.

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.

Driven Capital is a single family office based in Orlando, Florida, established in 2022. The firm focuses on real estate deal sourcing, underwriting, negotiation, and execution, while overseeing acquired properties and managing investment strategies for the family office.

JPK Capital is a family office led by serial entrepreneur Joe Poulin, dedicated to partnering with forward-thinking entrepreneurs and companies that aim to build a sustainable future. The firm is driven by values of curiosity, ingenuity, and creating sustainable, positive change. They invest globally in startups, scale-ups, and public and private equities, seeking to make positive changes that move the world in the right direction.Founded in 2017, JPK Capital's investment approach is deeply influenced by its leadership's lived experience as operators and partners. Joe Poulin, the firm's founder, previously built and grew Luxury Retreats into a leading villa rental company before its acquisition by Airbnb in 2017. This background provides JPK Capital with a uniquely founder-friendly perspective, offering valuable knowledge, insight, and an unparalleled network to support its portfolio companies.The firm has powered more than 80 teams around the world, with investments spanning various stages from seed to growth rounds. Notable portfolio companies include Figment, a blockchain infrastructure and software provider, and Onward, a technology company focused on digital solutions for behavioral change. JPK Capital's portfolio also features investments in well-known companies such as DraftKings, Airbnb, Palantir, Clearco, Udemy, and Skillz, demonstrating a broad interest across high-growth technology and consumer sectors.JPK Capital's team, comprising experienced partners like Joe Poulin, Mark J. Coleman, Vicky Bathija, Vassilis Stachtos, Kimberly Small, Rey Calcano, Gian Carlo Di Tommaso, Justin Fridman, and Philip Eaton, leverages its collective expertise to elevate the next generation of entrepreneurs. The firm maintains offices in key global hubs, including New York, Montreal, and Barbados, facilitating a wide reach for its investment activities.

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.

Legacy Family Office is an independent multi-family office and registered investment adviser headquartered in Naples, Florida. The firm provides comprehensive wealth management services to high-net-worth and ultra-high-net-worth families in Southwest Florida. Each client family undergoes a thorough wealth diagnostic process, after which a customized Client Service Plan is developed annually. Plan implementation is monitored by a dedicated Family Office Executive, supported by hand-selected strategic partners including attorneys, accountants, asset managers, insurance professionals, and financial planners. Legacy Family Office also offers Legacy Wealth Connection, a personal digital wealth management portal that provides a consolidated view of all assets and liabilities, updated daily. The firm's services encompass risk management and insurance coverage review, philanthropic strategy, and the establishment of family giving vehicles such as Family Foundations and Donor Advised Funds.

Ligo Partners is a single family office based in Miami and New York, founded in 2019 by tech entrepreneur Alec Andronikov. The firm builds bridges between family offices and disruptive tech-focused deal flow, co-investing with a consortium of 2,455+ family offices and qualified investors with a combined net worth of $224 billion. Since 2022, Ligo Partners has deployed $620 million across 97 companies backed by tier-one venture investors and 8 investment funds. Specializes in Private Equity, Venture Capital, and Private Debt in the technology sector.

Marc Bell Capital is a single-family office and venture capital firm headquartered in Boca Raton, Florida, founded in 2003. The firm manages wealth generated by entrepreneur Marc Bell through internet infrastructure company Globix, Broadway productions, and real estate ventures. Marc Bell Capital invests between $1 million and $50 million in companies operating in the communications, technology, lifestyle, entertainment, hospitality, finance, and space technology sectors. The firm has invested in over 67 companies, with 3 IPOs and 15 acquisitions in its portfolio, including notable investments in Forge Global, Terran Orbital, and Vertex.

Marmi Asset Management is a single-family office based in Miami, Florida, founded by Mauricio Roer Kessler in 2020. The firm focuses on protecting and growing capital through investments in venture capital, real estate, private credit, and private equity, with operations primarily in the US and Latin America.

Muniz Family Office is a single-family office established in 2014 and based in Miami, Florida. The firm specializes in providing comprehensive advisory and structuring services to families and businesses. Its core mission revolves around helping clients build, preserve, enjoy, and perpetuate their wealth for future generations by addressing their specific needs with practical solutions and empowerment.The firm offers a range of services including global structuring options for business, investment vehicles, and family needs, as well as business consulting on a global scale. Muniz Family Office also provides unbiased assessments of existing advisors and assists in selecting new ones, such as financial advisors and lawyers. A significant focus is placed on asset protection, guiding clients on the best ways to safeguard their accumulated wealth.Muniz Family Office also offers solutions for specific scenarios, such as selling a company, perpetuating wealth, or investing efficiently in US Real Estate. The firm emphasizes developing partnerships to achieve mutual success with its clients. While specific portfolio companies are not publicly disclosed, the firm's activities indicate an involvement in private market relationships and investment allocations across various fund types and regions.The firm operates with a lean team, with PitchBook reporting one professional, while other sources suggest a range of 2-10 employees. The founding partner's email is partially listed as 'fe.' on PitchBook, but a complete contact email or phone number is not publicly available.

Pactum Partners is a single-family office established in 2021 and based in Miami, Florida. The firm specializes in fostering inter-family office synergy and facilitating direct co-investments among sophisticated family offices. Their core mission is built on the understanding that family offices, when aligned through shared missions, visions, and values, can significantly benefit from a partner dedicated to peer collaboration and co-investment opportunities. This approach allows them to leverage collective expertise, capital, and influence.The firm was founded by Michael Calvo Elhauge, who also serves as its Chief Executive Officer. Mr. Elhauge brings extensive experience as an international multilingual family office advisor, having counseled over 200 single-family offices across the Americas and Europe over the past decade. Pactum Partners aims to provide an attractive alternative to traditional fund managers by offering greater control and flexibility, free from the limiting time horizons, high fees, and regulatory restrictions often associated with conventional investment structures.Pactum Partners works with a network of over 130 families across more than 25 countries, facilitating direct co-investments that align with their clients' mandates. While the firm itself does not typically make direct investments as a fund, it acts as a crucial intermediary, enabling family offices to participate in co-investment opportunities. They are also developing funds to source capital from non-family offices, including institutional investors, ultra-high-net-worth individuals, endowments, sovereigns, and pensions, to co-invest alongside family offices in their direct ventures.The leadership team includes Michael Calvo Elhauge as Founder & CEO, supported by a management team comprising Edward Chen, Anthony Simola, and Kevin Yang. The firm also has a next-generation team, a board of directors, and senior advisors, reflecting a comprehensive structure designed to support its specialized advisory and co-investment facilitation services.

The Patel Family Office is a privately held, third-generation entrepreneur-run family office with a rich history spanning over 70 years. Originating from cotton syndication in Manchester, UK, and later transitioning into the department store business, the family replicated its success in the US, eventually becoming significant players in the hospitality sector. Today, the firm is recognized as one of the oldest hospitality families in the United States, with extensive experience in developing, owning, and managing numerous hotel properties across various segments.Beyond its foundational roots in hospitality and real estate, the Patel Family Office has diversified its investment portfolio significantly. The firm actively invests in a broad range of sectors including healthcare, technology, fintech, edtech, media, entertainment, biotechnology, manufacturing, and mobility. They also focus on sustainable initiatives, including energy and environment, and are involved in solving housing problems through attainable housing projects. The family office has deployed over $4 billion in capital and manages over $12 billion in assets.The firm's investment philosophy is guided by principles of Sustainability, Housing, and Energy & Environment (S.H.E.). They are committed to integrating ethical and sustainable practices into their financial strategies, aiming for positive returns while enhancing societal and environmental well-being. The Patel Family Office has invested in over 600 companies to date and currently holds investments in more than 200 entrepreneurial ventures globally. Notable recent investments include stakes in TuHURA Biosciences, EV startup Physics Motors, and the acquisition of Fitlife Foods.The leadership team includes Dr. Kiran C. Patel, a distinguished cardiologist, entrepreneur, and philanthropist, and Dr. Pallavi Patel, who oversees the family's extensive real estate portfolio and has a strong background in healthcare and technology ventures. Shilen Patel, an executive of the family office, has deployed over $1 billion in capital across various global deals and assets. Dipika Patel serves as a dynamic global businesswoman with extensive experience in hospitality, finance, and capital markets, while Lakshmi Narayanan, Vice Chairman and Managing Partner, manages cash flow and resources, expanding the family's traditional businesses into sustainable housing, healthcare, and entrepreneurial spaces. Mahesh Patel serves as an advisor, providing guidance based on his extensive experience.

Rizvi Traverse Management is a private investment firm with a longstanding track record of investing in high-profile technology companies. The firm focuses on late-stage investments in high-growth, high-potential industries, including technology, e-commerce, and social media. Their investment philosophy is characterized by developing high conviction in sectors benefiting from emerging secular trends, providing patient capital to visionary business leaders, and pursuing opportunistic strategies in proprietary situations. Rizvi Traverse typically invests from $25 million to over $1 billion in transactions, aiming to deliver superior risk-adjusted returns for its investors.Founded in 2004, Rizvi Traverse Management was established by Suhail Rizvi, who serves as the Founder and Chief Investment Officer, and John A. Giampetroni, the Co-founder and Chief Operating Officer. Both founders bring over 30 years of extensive experience in private equity investing, operations, and management. The firm was formed as a Delaware-based limited liability company, equally owned by Rizvi Interest, Inc. and Traverse Capital Partners LLC, which are owned by Suhail Rizvi and John Giampetroni, respectively.The firm boasts a diverse portfolio of notable current and former investments in industry-defining businesses. These include prominent names such as Facebook, FigureAI, Instacart, Pinterest, SandboxAQ, Snapchat, SpaceX, Square, and Twitter. Other significant investments have included Blaize, Deutsche ReGas, Gilded, Planet, Playboy, and Flipboard. Rizvi Traverse has been involved in various funding rounds, including a Series A round for SandboxAQ and a Series E round for Square, demonstrating its commitment to supporting innovative companies across different growth stages.The Rizvi Traverse team comprises strategic investors and operational experts. Beyond the founders, key personnel include Principals Charlie Ughetta and Erick Meza, Chief Financial Officer Todd Knowles, General Counsel and Chief Compliance Officer Audrey DiMarzo, Vice President of Operations Karen Blanchard, and Chief of Staff James Caballes. The team's collective experience and connectivity are leveraged to identify compelling business models and leaders, providing operational excellence and fostering long-term partnerships with portfolio companies.

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.

SI Private Capital is a private family office-backed fund manager that provides tailored capital solutions and aims for long-term value creation for lower middle market companies. The firm invests as a strategic partner, offering flexible debt and equity capital solutions to businesses that are performing, distressed, or dislocated. Their investment activities include buyouts, growth capital, and recapitalizations, with a focus on enhancing operations and optimizing capital structures to drive sustainable growth.Founded in 2023, SI Private Capital is headquartered in St. Petersburg, Florida. The firm was established to leverage its partners' extensive experience in operating, ownership, banking, and investing. The team brings over 135 years of collective experience, with partners having collaborated in various capacities for more than two decades.SI Private Capital targets companies with a normalized EBITDA between $2 million and $10 million, with a minimum investment size of $5 million. Their sector focus includes Financial Services, Business Services, Healthcare, Distribution, Food & Beverage, Industrial & Manufacturing, Consumer Products & Services, and Electronics & Technology. While primarily focused on the Southeastern US, they also consider exceptional opportunities elsewhere. Notable investments include Commonwealth Blinds & Shades, Sutter's Quality Foods, and Valley Lighting.The firm's competitive edge stems from its experienced business operators who have a proven track record across various economic cycles and industries. Their team includes former C- and E-level banking professionals with deep expertise in bank operations, credit processes, and distressed deal management. This background provides them with uncommon expertise in successfully navigating and thriving in distressed company situations, developing comprehensive solutions to enhance value.