Family Offices in Miami

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.

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.

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.

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.

Nimbus Capital is a private alternative investment group that focuses on global capital markets and digital assets across the blockchain. The firm is dedicated to unlocking funding, fostering growth, and driving impact through strategic investments. They employ flexible strategies with a global reach, crafting investment approaches tailored to diverse industries, regions, capital structures, and asset classes. Nimbus Capital's mission is to create value by addressing the capital needs of underserved and overlooked enterprises worldwide.The firm's investment expertise spans public equity investments in globally recognized stock exchanges, and targeted Web3 asset investments in listed tokens on reputable cryptocurrency exchanges. Additionally, Nimbus Capital provides advisory services for companies preparing to enter capital markets through pre-listing pathways (Pre-IPO, RTO & Direct Listing Advisory) and guides Web3 projects through their go-to-market strategy, including Pre-TGE, ICO, and centralized exchange listings. They collaborate with family offices, hedge funds, and private equity partners to maximize alpha-driven opportunities while mitigating potential downsides.Established in 2023 by seasoned fund managers, Nimbus Capital aims to bridge the gap between untapped potential and strategic capital. Their portfolio includes innovative companies such as PlasCred Circular Innovations Inc., which focuses on AI-driven recycling solutions and plastic credit infrastructure, and Lumera Health, a pioneer in Web3 healthcare empowering patients with intelligent, patient-owned data ecosystems. The firm's commitment is to deliver tailored, strategic solutions that drive transformative outcomes.The executive team brings extensive experience to the firm. Managing Partner Robert J. Baker has over a decade of experience in structuring and executing cross-border investments across various industries including Technology, Blockchain, AI, Life Sciences, Biotech, and Natural Resources. Josep M. Planavila, also a Managing Partner, excels in private banking and delivering tailored financial solutions. Roger Campama, a Partner, advises high-net-worth individuals and family offices. The management team also includes Paul Dubé (Venture Partner) with expertise in Web3, fintech, and emerging technologies, Kabir Gidwani (Sr. Investment Analyst) focusing on digital asset investments and blockchain infrastructure, James Coughlan (Head of Legal Relations) specializing in cross-border structuring and regulatory compliance, and Luigi Valerio Rinaldi (Venture Partner), an international serial entrepreneur in the global startup ecosystem.

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.

Tavistock Group is an international private investment organization founded in 1975 by Joseph Lewis. Headquartered in Windermere, Florida, the company operates as a family office and investment group with a diverse portfolio spanning multiple continents. The organization emphasizes a long-term investment philosophy and the development of management teams, aiming to achieve transformative impact through strategic capital allocation.The company’s investments are concentrated in real estate, hospitality, agriculture, and financial services but also extend to sectors such as sports, energy, retail, biotechnology, life sciences, distribution, logistics, consumer goods, manufacturing, media, and technology. Notable holdings include Lake Nona, a master-planned community in Orlando, and Tottenham Hotspur Football Club.Tavistock Group maintains a global presence, operating offices in 13 countries, with a team of professionals fluent in over 80 languages. The organization is committed to excellence, innovation, and sustainability and has a philanthropic arm, the Tavistock Foundation, which supports initiatives in education and medical innovation.

TDS Capital is a single-family office based in Miami, Florida, focused on investments spanning from pre-seed to growth stage. The firm provides capital and strategic support to North American companies across various sectors and stages of development. TDS Capital's assets are managed by its executive management team, with a disciplined approach to portfolio construction and value creation.

The Miami Family Office is a single-family office based in the United States, primarily focused on direct investments in real estate and operating businesses. Established in 2015, the firm actively seeks opportunities to acquire portfolios of real estate assets and operating companies, while also considering significant one-off assets. Their investment mandate emphasizes a patient capital approach, aiming to preserve and grow the family's wealth through strategic co-investments and direct ownership. The firm currently manages a portfolio valued in excess of $500 million, comprising over 100 assets.The foundation of The Miami Family Office's wealth was built by its anonymous Chairman and Patriarch, A.S.H., a first-generation wealth creator. After a successful career in the technology industry, the Chairman began by acquiring a single retail location, which he expanded into a portfolio of twenty-five locations. He later bought out his partners and acquired an additional 300 retail locations. This substantial portfolio was eventually sold for over $500 million, generating more than $300 million in liquidity for the family. This entrepreneurial journey underscores the firm's hands-on approach and expertise in scaling businesses with underlying real estate components.The firm's existing portfolio includes a diverse range of assets such as 93 commercial real estate properties, 19 fuel stations, and land banks in the western United States. They are actively looking to expand their real estate holdings to include multi-family apartment building portfolios, self-storage development opportunities, parking garages, hospitality/hotel assets, and operating businesses with significant real estate components. While specific portfolio companies are not publicly disclosed, their focus is on acquiring established assets and businesses rather than early-stage venture capital investments.The Miami Family Office is led by a dedicated team, including CEO Richard C. Wilson, who is also the founder of the Family Office Club, a prominent association for family office professionals. Douglas Scott serves as the Reporting Manager, screening potential co-investors and joint-venture partners. Tyler McNicholas is the Executive Recruiter, responsible for building the firm's team, and Rafael Tassini is the Data Analyst, focusing on research for direct investment activities. The team's collective expertise spans technology, business management, real estate, and data analysis, supporting the firm's direct investment strategy.