Family Offices in North America

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.

808 Ventures is an investment management firm that specializes in early-stage technology investments, backing world-class entrepreneurs to build exceptional companies. The firm focuses on identifying innovative technology companies with global scale potential, participating in early-stage and early-growth funding rounds. They offer global investment services to high-net-worth individuals, family offices, and institutional investors, emphasizing impactful solutions and positive change through technology.Founded in 2016 by Gary Macbeth and Art Caisse, 808 Ventures has established a global team with key presences in three distinct time zones: Silicon Valley, London, and Perth. This strategic global network, combined with local expertise, provides access to diverse startup investment opportunities worldwide. The firm aims to offer founders and their teams an experience that extends beyond just capital, fostering strong partnerships to transform existing industries.The firm's portfolio includes a diverse range of technology companies such as Rentberry, GuestReady, Byte Foods, Inhalio, Mmuze, Boundlss, Wellteq, Atlas Trend, BlueFox.io, Equal1, Oklo, Cemvita, Gold Hydrogen, Infinium, Circ, Quaise, Regent, Exowatt, and Armada. 808 Ventures manages multiple funds, including Tech Venture Fund 1 and Tech Venture Fund 2, which deploy early and growth stage capital. They also operate a Global Alliance Fund, enabling co-investments alongside a network of professional fund managers and family offices.The 808 Ventures team draws on extensive experience from various career backgrounds, including banking, funds management, investment banking, finance, marketing, and project management. This comprehensive understanding of diverse assets is crucial to their investment strategy. Key team members include founders Gary Macbeth and Art Caisse, along with partners and individuals like Mark Potts, Asher Vukelic, Dave Nelle, and Mike Vesey.

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.

Acuitas Investments, LLC is an investment management firm specializing in identifying unique investment opportunities within inefficient global small and microcap markets. The firm employs a multi-manager approach across its strategies, which include U.S. Microcap, Small Cap, International Small Cap, and Emerging Markets Small Cap equities. Their investment philosophy is rooted in the belief that certain markets are inherently less efficient, offering skilled investment managers the opportunity to generate best-in-class returns.Founded in 2011 by Christopher D. Tessin and Dennis Jensen, Acuitas Investments was established on the core principles of exceptional research, a commitment to investment excellence, and superior client service. The firm's partners are invested alongside their clients, ensuring alignment of interests. They emphasize the importance of dedicated resources for identifying and monitoring early life-cycle, high-conviction investment managers, particularly in less efficient market segments.While Acuitas Investments primarily focuses on managing multi-manager funds, their portfolio holdings, as disclosed in SEC filings, have included public equities such as RADCOM Ltd., Solaris Oilfield Infrastructure, Inc., Marchex, Inc., Silicom Ltd., and Alpha and Omega Semiconductor Limited. The firm's research approach is fundamentally based, forward-looking, and supplemented by quantitative analysis, with a focus on robust idea generation and deep qualitative research into investment teams.The leadership team includes founders Christopher D. Tessin, who serves as Managing Partner and Lead Portfolio Manager, and Dennis Jensen, who is a Partner and the Director of Research. Both have extensive backgrounds in asset management and investment research, including significant tenures at Russell Investments. Other key team members include Doug Porter, Senior Research Analyst and Portfolio Manager for international and emerging markets small cap portfolios, Lisa Thenell, Chief Compliance Officer and Chief Operating Officer, and Matt Nieman, Portfolio Manager for U.S. Microcap portfolios and Senior Research Analyst.

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.

Atapco Properties is a privately held, full-service commercial and residential real estate development, investment, and management firm. The firm specializes in the acquisition, development, and operation of high-quality commercial real estate properties, including industrial, retail, office, residential, and mixed-use assets. They are known for their extensive expertise across various real estate categories, enabling them to navigate different market cycles and deliver diverse developments. Atapco Properties emphasizes thoughtful site selection, planning, and sustainable design standards, aiming to create lasting value for tenants and communities while contributing to local economies.The company's roots trace back over a century through its parent, American Trading and Production Corporation (Atapco), which was formed to consolidate and diversify the business activities of the Blaustein family, founders of the American Oil Company (AMOCO). Atapco Properties itself began operations in 1961, building its foundation on principles of quality, integrity, and community dedication. Today, the firm continues under the leadership of Chairman Daniel B. Hirschhorn, a grandson of Jacob Blaustein, upholding the long-standing family commitment to responsible development and high-quality service.Atapco Properties' investment strategy focuses on acquiring properties ranging from $5 million to $75 million. Their approach includes transit-oriented development, redevelopment, new development in urban and growth markets, value-add or opportunistic development, and land for residential lot development. The firm also provides comprehensive property management, leasing, and sales services, leveraging its in-house capabilities and partnerships with leading brokerage firms. Their commitment to sustainability is evident in their focus on LEED certification and incorporating green building methods into their projects.The firm operates across several states in the Mid-Atlantic and Southeast United States, including Maryland, North Carolina, Pennsylvania, Indiana, Virginia, Delaware, and the District of Columbia. Their team comprises experienced professionals dedicated to delivering top-notch results and fostering strong relationships with tenants and stakeholders. Atapco Properties' integrated approach, from zoning and entitlement to sustainable design and property management, allows them to execute complex projects that meet diverse market demands and enhance the quality of life in the regions they serve.

August Spark is a New York-based family office that specializes in investments across marketing, technology, and business services. The firm focuses on acquiring majority ownership in profitable companies, typically those with $2 million to $10 million in pre-tax profitability. They aim to leverage their expertise in sales and marketing, growth strategy initiatives, fostering company culture, and digital transformations to support their portfolio companies.The firm was relaunched in August 2018, having previously operated as Team JMC. August Spark was established to address a perceived gap in investor expertise within the marketing and business services sectors, particularly given the increasing importance of technology and digital-first offerings.August Spark adopts a long-term, founder-friendly approach to its investment timeline, distinguishing itself from the shorter horizons often seen with traditional private equity and venture capital firms. Beyond majority acquisitions in the middle market, the firm also targets early-stage startups with high growth potential and significant impact, seeking to support innovative entrepreneurs developing breakthrough technologies and solutions across various industries. Their investment checks for these early-stage ventures range from $250,000 to $2 million.The team at August Spark brings significant operating and entrepreneurial experience. Notably, Michael Cassidy, a key figure, was the founding CEO of Undertone, a prominent advertising technology company that was successfully acquired by Perion in 2015. This background allows the firm to provide strategic partnerships and operational support to its portfolio.

AVALT, founded in 2015 and headquartered at 11 Arlington Street in Boston, Massachusetts, is a private equity family office that invests its own capital. It was established by Ian Reynolds, Marko Kivisto, and Mark Verdi—three former senior partners at Bain Capital with extensive experience in global private equity, portfolio operations, and corporate leadership. The firm operates as a family-office-style investment vehicle with permanent capital and no external LPs, allowing for long-term, flexible investment horizons. AVALT focuses on control or majority investments in mid-sized companies, often serving as the first institutional capital partner. Typical equity investments range from $25 million to $150 million, targeting companies with $5–35 million in EBITDA. Sector focus includes business services, healthcare, consumer products, industrials, and technology/media/telecom (TMT). The team takes a selective approach to dealmaking, concentrating on a small number of high-conviction investments to build strong partnerships with management. With more than $8 billion in realized equity across 40+ companies, the founders bring deep operational and financial expertise. AVALT adds value through strategic planning, M&A execution, and operational improvements—while minimizing unnecessary oversight. The firm's unique structure as a privately capitalized family office ensures close alignment with leadership teams and the flexibility to support sustainable, long-term business growth.

Ballmer Group is a philanthropic organization and family office co-founded by Steve and Connie Ballmer, dedicated to improving economic mobility for children and families across the United States. The firm operates at the intersection of philanthropy, policy, and technology, providing funding and support to non-profits and public sector organizations. Their approach involves both direct services that strengthen communities in the present and systems-level interventions designed to transform opportunities long-term, with a strong focus on advancing racial equity and addressing systemic inequities.The organization was established in 2015 by Steve Ballmer, former CEO of Microsoft, and his wife Connie Ballmer, a long-time advocate for children and education. Their founding was driven by a shared commitment to understanding and addressing the root causes of poverty and ensuring that every child has an equal chance to achieve economic mobility. The Ballmer Group emphasizes flexible, multi-year, and often unrestricted funding, coupled with rigorous data-based due diligence to support effective and scalable solutions.Ballmer Group's investment and grantmaking activities span multiple critical areas impacting economic mobility. These include early learning, K-12 education, college and career pathways, housing, behavioral health, and criminal justice reform. Notable commitments include significant investments in affordable housing funds like Avanath Capital's Affordable Housing Renaissance Fund and The Vistria Group's Vistria Housing Fund, substantial grants to organizations like Communities In Schools to expand student support, and a major donation to the University of Oregon to establish the Ballmer Institute for Children's Behavioral Health. They also support initiatives focused on improving data and technology infrastructure for human services.The team at Ballmer Group comprises practitioners with deep knowledge and experience in their impact areas. Key leadership includes Co-Founders Steve and Connie Ballmer, CEO Terri Ludwig, and other executives overseeing philanthropy, operations, finance, and national investments. The firm maintains a national focus with deep regional investments and a physical presence in key areas such as Washington state, Los Angeles County, and Southeast Michigan, reflecting a comprehensive strategy to drive systemic change.

Bayshore Capital is a private, research-based multi-family office headquartered in Tampa, Florida, offering curated and purpose-driven investment strategies. The firm emphasizes long-term success, wealth preservation, and strong downside protection, aiming to achieve attractive and often uncorrelated risk/return profiles through a broad range of investment strategies. They conduct extensive proprietary research and leverage a global network of thought leaders to identify compelling investment opportunities, often investing ahead of institutional trends. Bayshore Capital also provides access for clients who value their thought leadership, due diligence, and sourcing expertise, with a model where clients invest alongside the firm's own significant capital.The firm's origins trace back to 2001, founded by Tready Smith. Her family's journey into asset management began after the sale of their family business, Hav-A-Tampa Cigars, in 1998. Seeking wise investment strategies for their financial windfall, they found that traditional wealth managers did not align with their entrepreneurial spirit or long-term vision. This led them to develop a best-of-breed approach to investing their capital, which subsequently attracted friends who wished to invest alongside them, thus leading to the establishment of Bayshore Capital.Bayshore Capital has made diverse investments across various sectors. Notable portfolio companies and strategies include investments in BITKRAFT Ventures, a global platform for gaming, esports, and interactive media, including blockchain gaming funds. They also invested in Coinbase, a leading cryptocurrency exchange, and have a longstanding relationship with Blue Owl Capital, an alternative investment manager providing private capital solutions, technology finance, and private equity GP-led secondaries. Other investments include providing expansion capital for Fresh Kitchen restaurants and a later-stage venture capital investment in USA Rare Earth, focusing on metals, minerals, and mining. The firm was also involved in the sale of RPM Technologies, a Canadian financial services and technology private equity firm, to Broadridge Financial Solutions.The team at Bayshore Capital comprises experienced professionals, including Founder & CEO Tready Arthur Smith, Partner & Chief Investment Officer Patrick Stutz, and Chief Financial Officer & Chief Compliance Officer Catherine Sanders. The team also includes partners, an operating partner, a wealth strategist, business development personnel, and investment associates and analysts. Their collective expertise spans global asset allocation, manager selection, investment due diligence, comprehensive financial planning, and leading private companies through transformational change, reflecting a disciplined and long-term investment orientation.

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.

Bryant Stibel is an investment firm established in 2013, dedicated to providing strategic guidance, capital, and operational support to businesses. The firm primarily focuses its investments across the technology, media, and data sectors, with a particular emphasis on areas such as software, SaaS, e-commerce, artificial intelligence, big data, wellness, and sports. They aim to partner with companies to unlock value and foster sustainable long-term growth, often engaging deeply with management teams to drive business transformation.The firm was co-founded in 2013 by the late Kobe Bryant, a globally recognized sports icon, and Jeff Stibel, a proven market-driven operator and serial entrepreneur. This unique combination brought together Bryant's creative vision with Stibel's extensive experience in operating technology and data-driven businesses. The founding team also includes senior management operating partners from Stibel & Co., who contribute a wealth of public and private company experience.Bryant Stibel's diverse portfolio includes notable investments in companies such as LegalZoom, The Honest Company, Scopely (a mobile game developer), Epic Games, Rover (a pet-sitting marketplace), Alibaba, McAfee (cybersecurity), G2 (business software reviews), FlixBus, Life360, Tile, and Art of Sport. The firm has successfully invested in several unicorn companies, including Sysdig, Fullstory, and G2, demonstrating its ability to identify and support high-growth ventures.The team at Bryant Stibel is characterized by its operational focus and deep expertise across various domains, including SaaS, e-commerce, and brand development. They offer strategic advisory and tactical support, leveraging their collective experience to provide hands-on assistance to portfolio companies. Jeff Stibel, a founding partner, has a distinguished background, having served as President & CEO of Web.com and Vice Chairman of Dun & Bradstreet, further solidifying the firm's operational acumen.

Carlson Private Capital Partners is a private investment firm that deploys non-institutional, private, family capital into businesses with the potential for sustainable long-term value creation. The firm distinguishes itself from traditional private equity by offering flexible, patient equity capital and resources, free from short-term investment horizons and institutional constraints. They aim to provide a "third option" for owners and management teams who seek a partner committed to long-term growth and legacy enhancement, rather than a quick sale to a competitor or traditional private equity. Carlson Private Capital Partners focuses on profitable, industry-leading businesses across North America, with revenue targets typically between $50-500 million and EBITDA targets of $8-40+ million.Carlson Private Capital Partners was founded in 2018 by the Carlson family, building upon a legacy of entrepreneurship that dates back to 1938. The firm was established to invest family capital in businesses that would benefit from a long-term, tailored approach to ownership transitions. The Carlson family's deep roots in family businesses and their commitment to values like integrity, leadership, and caring, as embodied in the "Carlson Credo," underpin the firm's investment philosophy. This heritage drives their mission to support employees and communities, extending beyond mere financial transactions to enhance legacies and accelerate business growth.Carlson Private Capital Partners has made investments across various sectors. Notable portfolio companies include AZ Wire & Cable, a distributor in the wholesale industry, and AMAG Technology, a global leader in high-security access control and identity management solutions, particularly serving critical infrastructure sectors like data centers and healthcare. Other investments include Quantum Design Oxford, specializing in electronic equipment and instruments, Thermo Systems, which provides building automation and security solutions, and Millennium, another company in the distribution/wholesale sector. The firm has also invested in consumer-focused businesses like Lakeshirts/Blue 84, an apparel company, and Pattern, an e-commerce marketplace platform.The investment team at Carlson Private Capital Partners brings collective experience in investing several billion dollars of capital across various industries and business cycles. Their professionals possess backgrounds in both family business ownership and institutional investing, allowing them to understand the broader impact of business decisions on people, communities, and legacies, beyond just financial reports. The team includes key members such as Andy Cantwell (CEO and Managing Partner), Taylor Moore (Partner), and Jared Brown (Managing Director), among others. This blend of family business insight and investment expertise enables them to act as facilitators and resources, complementing management teams to foster growth and leverage a global network.

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

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.

Chaifetz Group is a private investment firm that deploys permanent family capital to support entrepreneurs, business owners, and management teams in building and expanding industry-disrupting businesses. The firm employs a flexible and enduring investment approach, spanning venture capital, private equity, real estate, and opportunistic strategies. They are known for their ultra-disciplined investment philosophy, which emphasizes long-term partnerships and a deep alignment of interests with their portfolio companies.Founded in 2012 by world-class entrepreneur Dr. Richard A. Chaifetz, the firm is rooted in his principles and anchored by his capital. Dr. Chaifetz, also the founder, Chairman, and CEO of ComPsych Corporation, brings extensive operational and business-building expertise to the group. Chaifetz Group differentiates itself by providing hands-on operational guidance, flexible capital, and leveraging an unparalleled professional network and unique capital base to foster growth and challenge the status quo.Chaifetz Group has a diverse portfolio of notable investments across various sectors. These include companies like Vulcan Pickleball, PICKLETILE, and DUPR in the recreational goods and sports industry, reflecting their interest in sports and media. They have also invested in technology-driven companies such as xAI (artificial intelligence), M1 Finance (consumer finance), Backlot Cars (online automotive marketplace), Beta Technologies (eVTOL aircraft), FLASH Parking, TimeDoc Health, and 15Five (performance management software). Their portfolio also features investments in major sports franchises like the San Francisco Giants (MLB) and Alpine Racing (Formula One), as well as the Major League Pickleball franchise, St. Louis Shock.The leadership team includes Dr. Richard A. Chaifetz as Chairman and Managing Partner, Ross D. Chaifetz as Managing Director, Bob K. Jacobson as Chief Financial Officer, and Ryan Brown as Vice President. The firm is supported by a team of investment professionals, advisors, and portfolio company executives who collectively leverage their entrepreneurial and operational experience to optimize strategy, execution, and business models for their portfolio companies. The firm often focuses its investments in the Midwest, including Chicago, St. Louis, Kansas City, Indianapolis, and Nashville, recognizing overlooked opportunities in these regions.

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.