Family Offices in New York

The Allyn Family Foundation, established in 1956 and based in Skaneateles, New York, is a private philanthropic organization dedicated to improving the quality of life in Central New York. The foundation adopts an equity-based approach focusing on People, Place, and Opportunity to foster a vibrant, equitable, and prosperous community. The foundation provides leadership and support to community coalitions aimed at enhancing early childhood systems and family supports. It actively promotes economic development by supporting community-owned businesses and creating good jobs for local residents, while also empowering residents with tools for financial stability. Committed to neighborhood revitalization, the foundation works with residents and partners to transform neighborhoods into safe, healthy, and vibrant places with access to affordable housing and cultural experiences. Additionally, it champions women’s health and empowerment through reproductive justice initiatives and education on sexuality and relationships, collaborating with community partners to build a local movement for change.

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.

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.

BBRC Capital is a private investment company founded by Australian businessman Brett Blundy, with a legacy tracing back to 1980. The firm operates with a distinctive culture rooted in continuous improvement and a strong customer focus, guided by its "10+1 Cultural Commitments." While BBRC's origins are deeply embedded in retail, it has evolved into an opportunistic investor with a diverse portfolio that extends beyond consumer-focused businesses to include funds management, property, agriculture, and technology. The firm is known for its patient, long-term capital approach, partnering with businesses to drive sustainable growth through expansion, roll-out strategies, and operational enhancements, rather than short-term interventions.The entrepreneurial journey of BBRC began in 1980 when Brett Blundy established his first record store, which eventually grew into a multi-billion dollar retail empire. This foundational experience in building and scaling businesses underpins BBRC's investment philosophy. The firm prides itself on an owner's mindset, making nimble and quick decisions without the bureaucratic layers often associated with traditional fund structures. BBRC aims to achieve a compounding return on its investments, leveraging its extensive operational expertise and a direct partnership approach with founders and leaders.BBRC Capital boasts a successful track record of creating, growing, and investing in numerous notable companies. Its current and past portfolio includes prominent retail brands such as Lovisa (a global fashion jewellery brand founded by Brett Blundy and publicly listed), Psycho Bunny (a premium apparel brand), Honey Birdette (a lingerie brand successfully exited to Playboy Group), and Universal Store (an Australian youth apparel retailer, also exited). Beyond retail, BBRC has diversified into significant agricultural holdings, managing vast cattle operations in Australia, and has interests in property and technology ventures. The firm's investment scope ranges from seed capital to late-stage and IPO rounds, with typical deal sizes between $10 million and $75 million, though it can go beyond these limits for the right opportunities.The leadership at BBRC Capital is spearheaded by its founder, Brett Blundy, who serves as Chairman and is the 100% owner of BB Retail Capital. His extensive experience in building and scaling businesses globally forms the core of the firm's expertise. Key team members also include Tim Dodd, who serves as the Global CFO across all BBRC investments, bringing over three decades of experience in banking, funds management, property, and investment sectors. Joseph Kim is also noted as a Managing Director. The firm maintains a lean operational structure, preferring direct engagement with its partners to foster collaborative growth.

Beamonte Investments is a global single-family office established in 2000, specializing in private equity and structured lending. The firm operates as both a principal and agent, having executed transactions exceeding US$8 billion across diverse industries and geographical regions. Their investment philosophy centers on long-term value creation and disciplined practices, positioning them as an agile capital partner for growth-oriented companies. Beamonte Investments is distinguished by its independence from outside limited partners, which grants it the flexibility to act swiftly and strategically in unique situations, unconstrained by traditional mandates or fundraising cycles.The firm actively invests in private growth companies, prioritizing those with predictable, recurring revenue streams, strong capital efficiency, and robust competitive advantages. Beamonte Investments adopts a hands-on approach, collaborating closely with entrepreneurs and management teams to implement best practices, scale operations, and navigate complex market environments. Their engagement post-investment is deep, working alongside leadership to define long-term roadmaps and carefully selecting board members who serve as trusted advisors, fostering constructive dialogue for better decision-making.Beamonte Investments focuses on building enduring, scalable platforms that deliver consistent, risk-adjusted returns, emphasizing patience, partnership, and value creation over quick exits. Their sector interests span Media, Financial Services & Fintech, Healthcare, Healthtech & Medtech, Technology, Software & Gaming, Business Services, Real Estate, Education & Edtech, and Manufacturing. The firm maintains offices in New York, Mexico City, London, and Madrid, enabling them to source and execute transactions across North America, Latin America, and Europe, with particular expertise in underserved and fragmented markets where operational insight and patient capital can generate significant value.Luis F. Trevino serves as a Senior Managing Director at Beamonte Investments and leads the private equity arm, Beamonte Capital Partners, which focuses on opportunities in Latin America. He also presides over Beamonte Mexico Holdings (BMXH), a diversified holding company targeting private and public investments in Mexico. Trevino's extensive background includes investment banking, private equity, strategic consulting, and corporate finance advisory, with significant experience in leveraged finance, distressed debt, and cross-border transactions in the US and Latin America. He has been involved in structuring numerous debt transactions across various industries, including health, IT, and pharmaceuticals.

Cedar Hill Holdings is a private investment firm that originated in the 1970s as a family office. Its primary focus is on the preservation and appreciation of capital through investments in commercial real estate debt and other value-oriented assets. The firm specializes in originating commercial real estate bridge loans, acquiring non-performing real estate debt, and investing in opportunities under $10 million in less efficient markets. They aim to generate attractive risk-adjusted returns by creating a diversified portfolio of investments in senior and subordinate loans collateralized by high-quality real estate assets, primarily throughout the United States.The firm's core business of real estate bridge loans commenced in 1976. Since its inception, Cedar Hill Holdings has successfully navigated various economic cycles, including the Savings and Loan crises in the early 1990s, the bond crises in 1998, the financial distress following September 11, 2001, and the Great Recession. This extensive experience has allowed them to develop expertise in high-yield commercial real estate debt origination, portfolio and asset due diligence, valuation, asset management, restructuring, and workouts.The principals at Cedar Hill Holdings bring institutional execution to the small and middle-market real estate sector, leveraging their experience across private equity, real estate investment banking, property management, and workouts. With over 50 years of collective real estate experience, the team applies critical thinking to underwriting practices, incorporating realistic asset valuations and structuring for downside risk protection.While their foundation is in real estate, Cedar Hill Holdings also has interests in other diversified investment assets. One notable portfolio company mentioned is ASSESS+RE, indicating some involvement in early-stage venture investments, particularly within the Software and FinTech sectors. The firm's approach emphasizes identifying underlying real estate value and structuring creative solutions to enhance deal flow and achieve consistent, superior performance.

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.

Declaration Partners is a prominent investment firm that operates as a family office, focusing on a diverse range of investment strategies across private equity, venture capital, and other asset classes. Founded by financier and philanthropist David M. Rubenstein, the firm is dedicated to leveraging its extensive network and industry expertise to identify and capitalize on unique investment opportunities. The firm’s investment strategy is characterized by a strong emphasis on secondary market opportunities, particularly in the lower-middle market segment. This focus allows Declaration Partners to engage in acquiring partnership interests and GP-led continuation vehicles, which are essential for providing liquidity in a market that has historically been underserved. Declaration Partners aims to create value through a combination of long-hold investments and relationship-driven deal sourcing. By collaborating closely with general partners (GPs) and limited partners (LPs), the firm seeks to unlock substantial value in smaller funds and assets, where patient capital can make a significant difference. This approach is particularly relevant in today’s market, where exit environments are softer and hold periods for portfolio companies are extended. Some of the key sectors that Declaration Partners focuses on include: Private Equity: Investing in established firms with proven business models. Venture Capital: Supporting innovative startups and emerging companies. Real Estate: Engaging in strategic real estate investments that offer growth potential. Resources: Investing in sectors related to natural resources and commodities. Notable achievements of Declaration Partners include its ability to navigate complex market dynamics and its track record of successful investments that have yielded significant returns. The firm’s leadership, including co-founders Alexa Rachlin and Todd Buys, brings a wealth of experience and a deep understanding of the investment landscape, positioning Declaration Partners as a key player in the private capital markets. As the secondary market continues to evolve, Declaration Partners is well-positioned to capitalize on emerging trends and opportunities. The firm’s commitment to a disciplined investment approach, combined with its focus on fostering strong relationships within the industry, underscores its potential to reshape the landscape for secondary investments in the United States.

Euclidean Capital, founded in 2009, serves as the single-family office managing the personal wealth of James Simons, the mathematician and founder of Renaissance Technologies. Based in New York City, the firm focuses on long-term capital preservation and growth through diversified investments in both public and private markets. It leverages a quantitative and data-driven investment philosophy inspired by Simons’s background in mathematics and hedge fund management.The firm primarily invests in sectors such as biotechnology, financial services, life sciences, and artificial intelligence, often participating in venture capital rounds from early to late stages. Euclidean Capital is known for its preference for innovative companies, especially in biotech and AI, reflecting Simons’s scientific and quantitative approach to investing. The firm operates from its headquarters in Midtown South Manhattan, New York, with a team of approximately 23 employees including investment professionals and strategists. The firm manages assets estimated in the range of $21 billion to over $700 million in disclosed securities, maintaining a portfolio that includes both public equities and private investments. It has made over 50 investments and completed 5 portfolio exits, demonstrating active engagement in venture and growth equity markets.

Good Energies was initially established in 2001 by Marcel Brenninkmeijer as an investment company with a strong focus on the renewable energy and energy efficiency industries. Headquartered in New York, the firm quickly grew to manage over €4 billion in assets, making significant investments in companies within the solar and broader renewable energy sectors. They were known for their strategic approach to funding initiatives that aimed to advance clean energy solutions and mitigate climate change.In a significant strategic shift in 2012, Good Energies Capital, a key part of the investment firm, rebranded as Bregal Energy. This transition marked a broadening of its investment scope beyond solely renewables to encompass the wider North American energy industry, including traditional sectors like oil & gas, midstream, and power generation. Concurrently, a dedicated Good Energies Venture team continued its operations from London, supporting existing venture-stage portfolio companies, while the philanthropic arm, the Good Energies Foundation, maintained its separate activities.The firm, in its various iterations, has made notable investments in companies such as Q-Cells and Renewable Energy Corporation, playing a role in the growth of the solar energy market. Other portfolio companies included DunAn Microstaq, Konarka Technologies, NorSun, Tendril, and Power Assure. Their investment strategy often involved both control and non-control opportunities, with individual equity investments typically ranging between $15 million and $75 million.While the investment firm evolved into Bregal Energy, the Good Energies Foundation, established in 2007 as an integral part of the original private equity company, continues its philanthropic mission. Based in Switzerland and part of Porticus, the foundation focuses on funding initiatives that reverse the impact of climate change through access to clean energy and the protection of tropical forests. The historical investment firm's legacy is rooted in its early commitment to sustainable energy and its subsequent expansion into a broader energy investment mandate under the Bregal Energy brand.

JAB Holding Company is a privately held investment firm with a strategic focus on long-term investments in global consumer goods and services businesses, as well as building out a global life insurance business. The firm operates as an evergreen investor, emphasizing sustainable value creation over extended periods. Their investment philosophy centers on identifying opportunities in resilient categories with attractive growth fundamentals, strong margins, and robust cash flow characteristics. JAB Holding Company leverages its deep institutional experience and proprietary business insights to invest in and develop leading brands that cater to the evolving preferences of the next generation of consumers.The origins of JAB Holding Company trace back to a family business established in 1828. In 2012, the entity transitioned from a family office with $9 billion of invested capital to a partner-led investment firm, significantly expanding its assets under management. This transformation marked a strategic shift towards a more diversified and institutionalized investment approach, while retaining the long-term perspective inherent to its heritage. The firm's structure includes JAB Consumer, an investment partnership focused on consumer goods, and JAB Insurance, dedicated to building a global life insurance platform.JAB Holding Company boasts a diverse portfolio of well-known brands across its target sectors. Notable investments and acquisitions include significant stakes in coffee and beverage companies like Keurig Dr Pepper and JDE Peet's, fast-casual restaurant chains such as Panera Bread and Krispy Kreme, and beauty industry leader Coty. The firm has also made substantial inroads into the pet care and pet insurance markets through entities like National Veterinary Associates (NVA), Compassion-First Pet Hospitals, Pumpkin, and Petplan. Recent acquisitions also include life insurance groups like Columbian Financial Group and Prosperity Life Insurance Group, further solidifying its presence in the insurance sector.The firm's leadership team comprises Managing Partners and Co-CEOs, Joachim Creus and Frank Engelen, supported by a global team of approximately 50 professionals. This team brings significant institutional investment experience and deep sector knowledge, particularly in consumer businesses. JAB's approach involves close collaboration with the CEOs and executive teams of its portfolio companies, who often have personal investments in their businesses, ensuring strong alignment of interests and a collective focus on long-term success.

The family office of Hamilton E. James, also known as Tony James, serves as the personal investment and wealth management entity for the former President, COO, and Vice Chairman of Blackstone. Established to manage and grow his personal wealth, the office oversees a broad portfolio that includes private equity, venture investments, real estate holdings, and philanthropic endeavors. With a disciplined and strategic approach, the office mirrors the financial acumen and investment philosophy James refined during his career. Beyond capital preservation and growth, the family office plays a critical role in facilitating James’ philanthropic initiatives. These efforts span education, arts, public policy, and environmental causes, supporting institutions such as the Metropolitan Museum of Art and The Posse Foundation. The office actively identifies opportunities where financial returns and social impact align, making it a vehicle for both legacy-building and societal change. Operating discreetly and with a small, trusted team, the office is based in New York City. While not a public investment firm, it often partners with top-tier managers and allocates capital with long-term, value-driven goals. The structure allows for agility, privacy, and focus on both financial performance and personal mission alignment.

Kin Group is a privately held Australian-based investment office with a global focus, driven by a 100-year vision for growth and generational impact. The firm operates as a multi-family office, investing across diverse verticals including manufacturing, fast-moving consumer goods (FMCG), financial markets, technology, and real estate. Their approach emphasizes adding significant value beyond capital alone, supporting entrepreneurs with resources for IPO preparation, go-to-market strategies, board placements, brand creation, and innovation pipeline support.Founded in 2000, Kin Group is a founder-led business established by Raphael and Fiona Geminder. The firm believes in investing in entrepreneurial individuals and their innovative ideas, fostering an environment of actionable innovation and encouraging bold actions to create meaningful change. They are not merely investors but also own and operate large industrial businesses worldwide, providing them with practical understanding of how innovation and technology are applied profitably.While specific portfolio companies are not extensively detailed, Kin Group has made notable investments in the packaging sector, including an acquisition bid for Pact Group, a sustainable packaging business. They also hold stakes in companies like Remedy Kombucha and have invested in the Series B round of Remedy. Their investment strategy is sector-agnostic but maintains a particular focus on food, technology, and manufacturing, engaging in both early and later-stage fundraising rounds with capabilities for control and non-control investments.The Kin Group team comprises a blend of investment, legal, technology, and innovation experts. Key personnel include Chairman Raphael Geminder, CEO Nick Perkins, and Senior Partner Bella Acton, who leads the Kin Brand & Innovation Hub. The firm also benefits from the expertise of individuals like Kerri Lee Sinclair as Chief Investment Officer for Technology, alongside several General Managers and Associates, reflecting a hands-on and collaborative approach to their investments.

The Lawrence E. Golub Family Office operates as the private investment entity of Lawrence E. Golub, the founder and CEO of Golub Capital. The family office manages and oversees the Golub family's wealth, focusing on diversified investment strategies that align with their long-term financial goals and philanthropic interests. Recent activities suggest the family office's involvement in funding initiatives that bridge technological innovation and global markets. While the family office maintains a low public profile, its investment choices reflect a commitment to fostering innovation and supporting ventures with the potential for significant impact. Through strategic partnerships and targeted investments, the Lawrence E. Golub Family Office continues to play a role in shaping sectors poised for growth.

Mousse Partners is the investment division of Mousse Investments Limited, functioning as the single-family office for the Wertheimer family, who are the owners of the luxury fashion house Chanel. The firm manages a global, diversified portfolio with a long-term investment horizon, allocating capital across both public and private markets. They engage in a broad range of asset classes, including private equity, venture capital, real estate, and credit investments. Mousse Partners values deep and collaborative relationships, partnering with select external investment managers and also investing directly alongside high-quality management teams, entrepreneurs, and other institutional investors.The firm was founded in 1991 by Charles Heilbronn, a Chanel executive and half-brother to Alain and Gérard Wertheimer, the current owners of Chanel. Its primary purpose was to structure and manage the fortunes of the Wertheimer family and Chanel itself. Mousse Partners was originally a subsidiary of Mousse Investments Limited until a merger in December 2018, after which it became the investment division of the holding company.Mousse Partners has made numerous notable investments across various sectors. Its portfolio includes companies such as CAVA, a fast-casual Mediterranean restaurant chain; Whoop, a provider of wearable technology for health and fitness; Tonal, an AI-based digital home gym system; and Brightside Health, a virtual mental healthcare platform. Other significant investments include Epigamia, an online brand of healthy food products; Thirty Madison, a healthcare platform; and Nature's Fynd, a provider of fungi-based dairy products. The firm has seen several of its portfolio companies achieve unicorn status, such as Tonal and Whoop, and has also experienced successful acquisitions and IPOs, including CAVA.The team at Mousse Partners comprises experienced professionals with backgrounds in private equity, venture capital, and investment banking. Key individuals include Charles Heilbronn, the founder and chairman, and Arthur Heilbronn, a managing director. Michael Schultz serves as the Chief Financial Officer, while Megan Bethke is the Managing Director and Head of US/Europe Private Equity Funds. Paul Yun is another Managing Director, co-heading Private Equity and Venture Direct Investing. The firm's investment culture is influenced by the Wertheimer family's extensive experience as operators and owners of Chanel, leading to an emphasis on strong business fundamentals, brand strength, and management quality in their investment evaluations.

Palella Holdings LLC is a private investment firm founded in 2024 by Italian-American entrepreneur Salvatore Palella. Headquartered in New York City, the firm serves as the family office for Palella, consolidating his diverse business ventures under one umbrella. Palella Holdings focuses on strategic investments in sectors such as mobility, e-commerce, and media, aiming to drive innovation and sustainable growth. The firm's investment portfolio includes significant acquisitions like Everli, Italy's leading online grocery delivery platform, and Wash Out Srl, a Milan-based on-demand vehicle care service. Additionally, Palella Holdings regained majority control of Micromobility.com Inc. (formerly Helbiz Inc.), a company originally founded by Salvatore Palella, marking a renewed phase of disciplined growth focused on profitability and operational excellence. Palella Holdings is committed to investing in companies that combine technology, efficiency, and scalable models to deliver real-world solutions. With a pragmatic approach and bold leadership, the firm continues to shape the future of urban life and digital consumer experiences, emphasizing strategic, results-oriented investments that solve real problems and serve large markets.

The Paspaley Group is a prominent Australian family-owned and operated company with a rich heritage spanning over 80 years and three generations. While globally recognized as pioneers in the Australian South Sea pearling industry, the firm has significantly diversified its interests over the decades. Today, Paspaley Group operates as a multifaceted enterprise with a broad investment focus across various sectors, demonstrating a strategic approach to long-term asset management and growth.Founded in 1935 by Nicholas Paspaley Sr., the company initially focused on the collection of mother-of-pearl shells. Nicholas Paspaley Sr. was instrumental in revolutionizing the Australian South Sea pearl industry, leading to the cultivation of high-quality cultured pearls. The Paspaley family, having migrated from Greece to Australia in 1919, built their empire from an adventurous spirit and a deep understanding of the sea's treasures. The Board of Directors is entirely comprised of family members, including the children and grandchildren of the founder, with Nicholas Paspaley Jr. serving as the Executive Chairman.The firm's diverse portfolio includes substantial holdings in pearling, which, despite diversification, remains a core focus. Beyond its origins, Paspaley Group has made notable investments in retail, particularly in luxury pearl boutiques, and a significant property portfolio that includes commercial developments like the Charles Darwin Centre in Australia and the luxury Wall Street Hotel in New York, USA. Their interests also extend to aviation through AeroPearl, extensive pastoral holdings in Australian agriculture encompassing mixed cropping, wine grapes, and livestock, and marine engineering. As a family office, the Paspaley Family also engages in venture capital, with a reported interest in seed and early-stage investments, typically ranging from $1 million to $50 million per deal.The Paspaley Group's team expertise is deeply rooted in its family leadership, with key family members holding executive and directorial roles across its various divisions. This structure ensures a continuity of the founding philosophy of excellence and a long-term vision for its diverse investments. The firm's operational footprint spans across Australia, with a head office in Darwin and significant presences in Sydney and Mudgee, and extends internationally to locations such as New York, Hong Kong, and Japan, reflecting its global reach and diversified investment strategy.

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.

Schusterman Family Investments (SFI) operates as the investment office and single-family office for the Schusterman family, managing their wealth and philanthropic assets. Founded in 2010 and headquartered in New York, SFI oversees investments across multiple asset classes, including private and public markets, with a focus on venture and growth opportunities in technology, healthcare, and energy sectors. The firm deploys flexible capital to support long-term value creation and backs both for-profit enterprises and philanthropic initiatives.The Schusterman family's fortune originated from Samson Resources, a major oil and gas company founded by Charles Schusterman and later sold in 2011. Proceeds from the sale were reinvested into the family’s investment and philanthropic vehicles, including Schusterman Family Philanthropies. SFI works closely with these entities to align financial and social impact goals, supporting systemic change through strategic investments and partnerships.SFI is known for its active participation in seed and early-stage funding rounds, backing innovative startups and scaling ventures. The firm’s investment strategy emphasizes long-term value, entrepreneurial support, and evidence-driven approaches, reflecting the family’s commitment to both financial returns and social impact.

Soros Fund Management is a global asset manager and family office that serves as the principal asset manager for the Open Society Foundations. With a permanent capital base and over 50 years of experience, the firm invests across a broad spectrum of asset classes and strategies. Its approach is characterized by disciplined capital allocation, strategic investing, and a commitment to generating high-quality returns through smart risk-taking and an unconstrained mandate. The firm manages capital internally and also partners with external investors to identify and capitalize on opportunities globally.Founded in 1970 by George Soros, the firm has a long history of success, initially operating as a hedge fund before transitioning to a family office in 2011. This transition allowed the firm to manage investments primarily for the Soros family and the Open Society Foundations, avoiding certain regulatory requirements. George Soros, a Hungarian-born investor, established the firm after working at Arnhold and S. Bleichroeder, and it quickly grew into one of the most successful investment firms globally.Soros Fund Management invests in a diverse range of sectors and asset classes, including public and private equity and credit, fixed income, foreign exchange, and alternative assets. The firm has shown a particular interest in areas such as clean energy transition, combating economic inequalities, and promoting democratic practices, reflecting its commitment to impact investing. Notable investments and areas of focus include financial services (Ualá, New York Digital Investment Group), technology and AI (CoreWeave), media (Vice Media, Audacy), green mobility (Rivian Automotive), and energy (Zap Energy).The firm's leadership includes George Soros as its founder and Dawn Fitzpatrick as the Chief Executive Officer and Chief Investment Officer. Soros Fund Management emphasizes a culture of collaboration, transparency, and continuous growth, empowering its approximately 200 employees to work across teams and engage directly with senior leadership. This collaborative environment, combined with deep industry expertise, enables the firm to build conviction and act decisively, often taking large, concentrated positions when opportunities arise.