Data Search Family Offices

Results for Family Offices

Family Office
Address
Branch Offices
Key Investment Professionals
10100
Single Family Office
California
United States
http://10100fund.com/
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Travis Kalanick
Founder
travis@10100fund.com
10Branch
Single Family Office
519 3rd street
Lake Oswego, Oregon 97034
United States
http://www.10branch.com/
-
Miles Haladay
Managing Partner
miles.haladay@10branch.com

Jay Haladay
Chief Partner
5039703447
jay@10branch.com

Scott Haladay
Member
scott.haladay@10branch.com

Gavin Haladay
Member
gavin.haladay@10branch.com
39 North Capital
Single Family Office
67 Wall Street
Suite 2502
New York, New York 10005
United States
847-910-8423
http://www.39northcapital.com
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Jacob Roffman
Managing Partner
646-784-0661

Timothy Lucey
Managing Partner
42 North Partners
Single Family Office
171 Monroe Avenue NW
Grand Rapids, Michigan 49503
United States
616-325-2100
http://www.42np.com
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Mike Jandernoa
Founder

John Meilner
Chief Investment Officer
4C Enterprises
Single Family Office
7 San Simeon
Laguna Miguel, California 92677
United States
978-809-0678
-
Jay Cormier
President
978-809-0678
jaycormier@gmail.com
A. G. Hills Partners
Single Family Office
47 Highland Park Village Suite 200
Suite 200
Dallas, Texas 75205
United States
http://www.galatynprivateequity.com
-
Joe O'Brien
President and CEO
JObrien@aghillpartners.com

Jeff Peterson
Managing Director
jpeterson@aghillpartners.com
Abbot Downing
Multi Family Office
90 South 7th Street
Suite 5100
Minneapolis, Minnesota 55402
United States
888-648-8157
http://www.abbotdowning.com
401 South Tryon Street
2nd Floor
Charlotte, North Carolina 28202
United States

1700 Lincoln Street, 48th Floor
Denver, Colorado 80203
James Steiner
President
612-667-1766
james.steiner@abbotdowning.com

Carol Schleif
Chief Investment Officer-Asset Management
612-667-1058
carol.schleif@abbotdowning.com
Acai Network
Single Family Office
100 Fulton Street
Suite 2W
Boston, Massachusetts 02109
United States
617-981-9895
-
Phillip Barton
President
617-981-9895
pbarton42@gmail.com

Pip Barton
president and business development head
6179819895
pbarton429@gmail.com
Achilles Management
Single Family Office

United States
-
Sachin Khajuria
Founder and Chief Investment Officer
44-788-418-6193
khajuria@achilleslp.com
Aeterna Capital Parners
Single Family Office
320 Park Avenue
18th Floor
New York, New York 10022
United States
212-231-3907
http://www.aeternacp.com
-
M. Patrick McCloskey
Founder & Managing Partner
212-231-3907
patrick.mccloskey@aeternacp.com

Drew Bagin
Partner
212-231-3917
dbagin@aeternacp.com
Agman
Single Family Office
10 East Ohio Street
2nd Floor
Chicago, Illinois 60611
United States
http://www.agmanpartners.com
12910 Pierce Street
Suite 210
Omaha, Nebraska 68144
United States
Howard ("Scott") Silverman
CEO & Founder
312-285-0355
hss@agmanpartners.com

Hans Pusch
Principal
hbp@agmanpartners.com

Jeremy Smith
Principal
jts@agmanpartners.com
Alfred I. duPont Testamentary Trust
Single Family Office
510 Alfred DuPont Place
Jacksonville, Florida 32202
United States
904-394-9800
https://alfrediduponttrust.org/governance/
-
Travis K. Angevine
Managing Director of Public Markets

Kara P. Riley
Chief Operating Officer

David D. Gonino
Chief Investment Officer
Alta Companies
Single Family Office
7 Times Square
New York, New York 10036
United States
917-400-1000
http://www.altacap.com
-
Paul Kang
President and CIO
212-828-5820
Alterna Private Equity Group
Multi Family Office
1050 G Street
San Diego, California 92101
United States
619-243-1293
-
Juan Pasalagua
Managing Director
619-243-1293
juan@alternainvestments.com
American Revitalization Partners
Multi Family Office
10 Witherell Street
Suite 3001
Detroit, Michigan 48226
United States
313-202-9030
-
Randy Chappel
Managing Director
313-202-9030
rchappel@arptrs.com

James Collet
Managing Director
313-202-9030
jcollet@arptrs.com

David Albin
Director
313-202-9030
dalbin@arptrs.com

Kyle Bethancourt
Director
313-202-9030
kbethancourt@arptrs.com
American Securities LLC
Multi Family Office
299 Park Avenue
34th Floor
New York, New York 10171
United States
212-476-8000
http://www.american-securities.com
989 Changle Road, The Center
Suite 3311
Shanghai, 200031
China
Michael Fisch
Managing Director and CEO
212-476-8051
mfisch@american-securities.com

Ee-Ping Ong
Senior Director & China Country Head
+86-21-5419-1100
eong@american-securities.com
Andell Inc.
Single Family Office
245 North Beverly Drive
Suite 300
Beverly Hills, California 90210
United States
424-274-4800
http://www.andellinc.com
-
Andrew Houptman
Co-Chairman
424-274-4800
ah@andellinc.com

Ellen Bronfman
Co-Chairman

Erika Hindle
Chief Financial Officer
Ehindle@andellinc.com
Andina Family Offices
Multi Family Office
2600 Executive Parkway
#451
Lehi, Utah 84043
United States
801-653-0564
http://www.andinafamilyoffices.com
12625 High Bluff Dr
Suite 210
San Diego, California 92130
United States

11999 San Vicente Boulevard
Los Angeles, California 90049
United States
Eric Barlow
CEO

Nate Adamson
Vice President of Operations, Real Estate
858-227-9122
nadamson@andinafamilyoffices.com
Ansaco LLC
Single Family Office
Three Bethesda Metro Center, Suite 700
Bethesda, Maryland 20814
United States
http://www.ansacollc.com/
-
Brad Ansary
President
contact@ansacollc.com

Jeff Ansary
Managing Director
ArchPoint Investors
Multi Family Office
444 W. Lake Street
Suite 1900
Chicago, Illinois 60606
United States
312-506-6015
http://www.archpointinvestors.com/home.html
2525 Ponce De Leon Blvd.
Suite 300
Coral Gables, Florida 33134
United States
Alfredo Botty
Founder and Managing Partner
abotty@archpointinvestors.com

Ralph Lipford
Managing Director
rlipford@archpointinvestors.com

Alex Paul
Managing Director
apaul@archpointinvestors.com
Arlon Group LLC
Single Family Office
767 5th Avenue
15th Floor
New York, New York 10153
United States
212-207-5200
http://www.arlongroup.com
Avenida horatio Lafer
160-1
Sao Paolo
David Tanner
Managing Director
212-207-5200
david.tanner@arlongroup.com

David Dryerman
Vice President of Finance
212-207-5200
david.dryerman@arlongroup.com

Guillermo Bilbao
Managing Principal
212-207-5200
guillermo.bilbao@arlongroup.com

Michelle Brooks
Managing Principal
212-207-5200
michelle.brooks@arlongroup.com

Benjamin Fishman
Managing Principal
212-207-5200
benjamin.fishman@alrongroup.com

Brian Anderson
Operating Partner
212-207-5936
brian.anderson@conti.com
ARMADA Investments
Single Family Office
Seestrasse 39
CH-8700
Küsnacht,,
Switzerland
https://armada.com/
-
Daniel S. Aegerter
Chairman
office@armada.com

Silvano Cominelli
CIO
office@armada.com

Martin Rechsteiner
CFO
office@armada.com

Hampus Thorson
Investment Director
office@armada.com
Arrivato LLC
Single Family Office
400 East 57th Street
#6G
New York, New York 10022
United States
212-203-7302
http://www.arrivatollc.com
-
Brian DeLucia
Managing Partner
212-203-7302
brian.delucia@arrivatollc.com
Ashland Capital Partners
Multi Family Office
100 S. Wacker Drive
Suite 1100
Chicago, Illinois 60606
United States
312-558-5935
http://www.ashlandcap.com
-
John Lorentzen
Co-Founder
312-558-5935
jlorentzen@ashlandcap.com

Jim Lynch
Co-Founder
312-558-5935
jlynch@ashlandcap.com
Athena Group
Single Family Office
8510 N. Central Expressway
Dallas, Texas 75206
United States
469-587-8452
-
Richard H. Schultze
Director
469-587-8452
r.schultze@sbcglobal.net
Atlantic Trust Private Wealth Management
Multi Family Office
3290 Northside Parkway, 7th Floor
Atlanta, Georgia 30327
United States
404-881-3400
http://www.atlantictrust.com
401 Congress Avenue
Suite 2450
Austin, Texas 78701
United States

100 Federal Street
37th Floor
Boston, Massachusetts 02110
United States
David Donabedian, CFA
Chief Investment Officer
410-649-4302
ddonabedian@atlantictrust.com

W. Scott Thompson II
Managing Director
404-881-3400
AUA Equity Partners
Single Family Office
666 Fifth Avenue
27th Floor
New York, New York 10103
United States
212-231-8600
-
Andy Unonue
Managing Partner
212-231-8600
andy.unanue@auallc.com

Steven Flyer
Partner
212-231-8600
steven.flyer@auaequity.com

David @auaequity.com Benyanminy
Partner
212-231-86+00
david.benyaminy@auaequity.com

John Moore
Chief Financial Officer
212-231-8600
john.moore@auaequity.com
Avalon Capital
Single Family Office
5786 La Jolla Boulevard
La Jolla, California 92038
United States
605-232-9929
http://www.avalon.com
801 River Drive
North Sioux City, South Dakota 57349
United States
Shane Hartnett
president
Ballentine Partners
Multi Family Office
230 Third Avenue, Floor 6
Waltham, Massachusetts 02451
United States
781-314-1300
http://www.ballentinepartners.com
3507 Kyoto Gardens Drive, Suite 320
Palm Beach Gardens, Florida 33410
United States

PO Box 1860
Wolfeboro, New Hampshire 03894
United States
Roy Ballentine
Executive Chairman and Founder
603-737-1220
rballentine@ballentinepartners.com

David McMorrow
President and CEO
781-314-1321
dmcmorrow@ballentinepartners.com

Will Braman
Partner and Chief Investment Officer
781-314-1312
wbraman@ballentinepartners.com

Coventry Edwards-Pitt
Partner and Chief Wealth Advisory Officer
781-314-1322
cedwards-pitt@ballentinepartners.com

Claudia Shilo
Partner and Chief Financial Officer
603-737-1212
cshilo@ballentinepartners.com
Barshop Ventures
Single Family Office
5511 Merrimac Avenue
Dallas, Texas 75206
United States
214-728-1560
-
Ben Barshop
Executive VP
212-728-1560
ben.barshop@barshopventures.com
Baruch Future Ventures
Single Family Office
87 Graham Street Suite 160
San Francisco, California 94129
United States
415-742-8133
https://www.baruch.vc
-
Tom Baruch
Managing Director
415-742-8133
tom@baruch.vc

Jason Holt
Investment Advisor
415-742-8133
jason@baruch.vc
Bawden Capital
Single Family Office
P.O. Box 6086
New York, New York 10128
United States
-
-
Bayshore Global Management
Single Family Office
108 First Street
Los Altos, California 94022
United States
650-812-2600
-
-
BDT Capital Partners
Multi Family Office
401 N. Michigan, Suite 3100
Chicago, Illinois 60611
United States
312-660-7300
https://www.gbl.be/en/portfolio/bdt-capital-partners
-
Byron Trott
Founder, Chairman, and CEO
312-660-7300

San Orr
Partner and COO
312-660-7300

Chip Dunn
Managing Director
312-660-7300
Beamonte Investments
Single Family Office
129 Newbury Street
3rd Floor
Boston, Massachusetts 02116
United States
http://www.beamonte.com
-
Luis Trevino
Senior Managing Director
617-275-8960
luis.trevino@beamonte.com
Becandl Investments
Single Family Office
14576 N. Somerset Cir
Libertyville, Illinois 60048
United States
847-968-2850
-
Brian Mason
Director
847-968-2850
brian.mason@fuse.net
Belpointe
Single Family Office
125 Greenwich Avenue
Greenwich, Connecticut 06830
United States
203-622-6000
http://www.belpoint.com
7301 W. Palmetto Park Road
#203A
Boca Raton, Florida 33433
United States

1451 Quail Street
Newport Beach, California 92660
United States

467 West Avenue
Norwalk, Connecticut 06850
United States

74-133 El Paso
#4
Palm Desert, California 92260
United States

3930 E. Ray Road
Suite 155
Phoenix, Arizona 85044
United States
Brandon Lacoff
Manager

Adam Frankel
Manager
203-622-6001
adam@belpointe.com
Beninvest Family Office
Single Family Office
-
-
Berlin-Kahn-MacKay Family Trust
Multi Family Office
-
Oswald Kahn MacKay
CEO/CIO
oswald.mackay@berlinkahn.com
Berman Enterprises
Single Family Office
5410 Edson Lane
Rockville, Maryland 20852
United States
240-621-3200
http://www.bermanenterprises.com
-
Jeffrey Berman
Vice President
240-621-3200
jberman@bermanenterprises.com
Berwind Corporation
Single Family Office
3000 Centre Square West
1500 Market Street
Philadelphia, Pennsylvania 19102
United States
215-563-2800
http://www.berwind.com
-
Van Billet
Vice President and CFO
215-563-2800
vbillet@berwind.com

Charlie Lewis
Senior Vice President of Corporate Development
215-575-2300
clewis@berwind.com
Berylian Capital LLC
Multi Family Office
1395 Brickell Avenue, Suite 800
Miami, Florida 33131
United States
305-671-3411
-
Rishi Gautam
CFO
305-671-3411
rishi@berylian.com
Bessemer Trust
Multi Family Office
630 Fifth Avenue
New York, New York 10111
United States
212-708-9100
http://www.bessemertrust.com
Two International Place
Boston, Massachusetts 02110
United States

70 West Madison Street, Suite 4900
Chicago, Illinois 60602
United States

101 California Street, Suite 2500
San Francisco, California 94111
United States
Marc Stern
Chief Executive Officer
212-708-9100
stern@bessemer.com

George Wilcox
President
212-708-9100
wilcox@bessemer.com

Rebecca Patterson
Chief Investment Officer
212-708-9100
patterson@bessemer.com

Charles Bryceland
Managing Director and Head of Alternatives
212-708-9100
bryceland@bessemer.com
Besyata Investment Group
Single Family Office
1449, 37th Street, suite 216
Brooklyn, New York 11218
United States
718-9767-5666
http://www.besyata.com/contact.aspx
-
Katherine Zamsky
Managing Director, Business Development and Investments
kzamsky@besyata.com
Bienville Capital
Multi Family Office
521 5th Avenue
35th floor
New York, New York 10175
United States
212-226-7348
https://www.bienvillecapital.com/
-
Cullen Thompson
CIO & Co-Founder

Ralph Reynolds
Chairman & Co-Founer
ralph.reynolds@bienvillecapital.com

Billy Stimpson
CEO & Co-Founder
Bison Partners, LLC
Single Family Office
16477 East Crestline Place
Centenial, Colorado 80015
United States
303-905-8115
http://www.bisonpartners.com
-
John Donaldson
Managing Princpal
303-905-8115
jdonaldson@bisonpartners.com
Bissell Family Office
Single Family Office
2345 Walker Avenue
Grand Rapids, Michigan 49544
United States
616-723-2904
-
Matthew Kruer
Director
616-723-2904
matt.kruer@bissell.com
Blennemann Family Investments
Single Family Office
Los Altos, California 94024
United States
650-559-0401
-
Heinz Blennemann
Principal
650-559-0401
heinz@blennemann.com
Blue Haven Initiative
Single Family Office
104 Mount Auburn Street
Cambridge, Massachusetts 02138
United States
857-242-4901
http://www.bluehaveninitiative.com
-
Liesel Pritzker
Co-Founder and Principal
857-242-4901

Ian Simmons
Co-Founder and Principal
857-242-4901

Lauren Cochran
Director of Private Investment
857-242-4109
Bluesky Equities, LTD
Single Family Office
1700-521 3rd Ave. SW
Calgary, Alberta,(CA)
Canada
http://www.blueskyequities.com
-
Kevin Brent
Vice President for Investment
587-538-9835
kevin.brent@blueskyequities.com
Boston FOC
Multi Family Office
88 Broad Street
Boston, Massachusetts 02110
United States
617-624-0800
http://www.bosfam.com/history.html
-
benjamin T. Richardson
Chief Investment Officer
203-984-4447
brichardson@bostonfoc.com
Boston Private Wealth LLC
Multi Family Office
One Federal Street, 30th Floor
Boston, Massachusetts 02110
United States
800-422-6172
http://www.BostonPrivateWM.com
9465 Wilshire Boulevard, Suite 800
Beverly Hills, California 90210
United States

121 Alhambra Plaza, Suite 1202
Coral Gables, Florida 33134
United States

433 California Street, 2nd Floor
San Francisco, California 94104
United States
Thomas Anderson
COO
617-912-3678

Gretchen Lucas
Managing Director, Family Office Services
415-795-9256

Corey Griffin
CEO

David Costigan
Commercial Loan Officer
617-912-4430
Brandywine Group Advisors
Multi Family Office
501 Madison Avenue
New York, New York 10022
United States
212-319-2700
http://www.brandywinetrust.com
-
Sharon Roush
Director
212-319-2700
sroush@bganyc.com
Breakwater Investments, Inc.
Single Family Office
TH102-112 George Street
Toronto, Ontario,(CA) M5A 2M5
Canada
416-819-1092
-
Michael Barry
CIO
416-819-1092
m.barry@breakwaterinvestments.ca
Breeze Ventures Management
Multi Family Office
228 Hamilton Avenue, Suite 300
Palo Alto, California 94301
United States
650-302-8942
http://www.breezeventures.com
-
Colin Breeze
Founder, CEO
650-302-8942
colin@breezeventures.com
Bregal Investments
Multi Family Office
277 Park Avenue, 29th Floor
New York, New York 10172
United States
212-573-6235
http://www.bregal.com
81 Fulham Road, 3rd Floor
London, SW3 6RD
United Kingdom

Windward House, 2nd Floor
La Route de la Liberation
St Helier, Jersey, JE2 3BQ
United Kingdom

Marstallstr. 11
D-80539
Munich
Germany
Chuck Flynn
Managing Director
212-573-6235
cflynn@bregal.com

Jan Faber
Managing Director
44 207 408-1663
jfaber@bregal.com

Giselle Bright
Investment Director
44 207 408-1663
gbright@bregal.com

John Kopec
Vice President
212-573-6235
jkopec@bregal.com

Sarah Claypool
Director
212-573-6235
sclaypool@bregal.com

Carina Eastwood
Director
44 207 408-1663
ceastwood@bregal.com
Brooklyn NY Holdings
Single Family Office
126 5th Avenue
New York, New York 10011
United States
212-310-6902
-
Chris Frigon
Director of Private Equity
212-310-6902
cfrigon@brooklynnyhholdings.com

Lee Herzog
Vice President
C.M. Capital Corporation
Multi Family Office
525 University Avenue, #200
Palo Alto, California 94301
United States
650-326-6480
http://www.ccapital.com
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Bruce Madding
Chief Executive Officer and Chief Investment Officer
650-326-6480
bruce@cmcapitaladvisors.com

Nicole Belytschko
Managing Director, Private Equity
nicole@cmcapitaladvisors.com

Keith Seibert
Managing Director, Hedge Funds
keith@cmcapitaladvisors.com
Calamar
Single Family Office
3949 Forest Pkwy
Suite 100
Wheatfield, New York 14120
United States
716-693-0006
http://www.calamar.com
-
Brandon Rath
Chief Investment Officer
716-693-0006
brath@calamar.com
Calibrate Capital Partners
Single Family Office
4725 South Monaco Street
Suite 300
Denver, Colorado 80237
United States
720-328-6344
http://www.calibratecapitalpartners.com
-
Tripp Wall
Partner
trippw@calibratecapitalpartners.com
Calibrium AG
Single Family Office
Beethovenstrasse 33
Zürich, 8003
Switzerland
+41 555111222
http://clbrm.com
-
Tom Eriksson
Co-CIO
tom.eriksson@clbrm.com
Caretta Partners
Single Family Office
401 W. Superior Street
Suite 200
Chicago, Illinois 60654
United States
http://www.caretta.com
-
Eric Becker
Founder
eric@caretta.com

Ryan Schultz
Investor
ryan@caretta.com
Carlson Private Capital Partners
Multi Family Office
701 Carlson Parkway, Suite 1500
Minnetonka, Minnesota 55305
United States
763-762-2281
https://carlsonprivatecapital.com/
-
Andrew Cantwell
CEO and Managing Partner
763-762-2280
acantwell@carlsonprivatecapital.com

Taylor Moore
Partner
763-762-2281
tmoore@carlsonprivatecapital.com
Cascade Investment, L.L.C.
Single Family Office
2365 Carillon Point
Kirkland, Washington 98033
United States
425-889-7900
-
Michael Larson
Business Manager
425-889-7900
michael@bgl-group.com
CAZ Investments
Multi Family Office
One Riverway, Suite 2000
Houston, Texas 77056
United States
713-403-8250
http://www.cazinvestments.com
-
Christopher A Zook
Chairman and CIO

Isaiah Massey
Chief Financial Officer

Matt Lindholm
Director, Investment Management
Celeres Investments
Single Family Office
3 Salisbury Road
817 Star House
Tsim Sha Tsui, Kowloon,
Hong Kong
+852-27307767
http://www.celeresinvestments.com/
-
Hong Kong office
+852 2730 7767
enquiries@celeresinvestments.com

London office
+44 (0) 20 3960 0070
enquiries@celeres.captial
Chaifetz Group
Single Family Office
455 N. Cityfront Plaza Drive
13th Floor
Chicago, Illinois
United States
312-983-3600
http://www.chaifetzgroup.com/about#Who
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Dr. Richard A. Chaifetz
Founder and Chairman
Challen Capital, Inc.
Single Family Office
4250 Lakeside Drive
Suite 212
Jacksonville, Florida 32210
United States
904-355-7792
-
Lon Walton
CIO
904-355-7792
adswalton@challencapital.com
Charterhouse Strategic Partners
Single Family Office
Ponte Vedra Beach, Florida 32080
United States
http://www.charterhousestrategic.com
Denver, Colorado 80211
United States
Thomas Dircks
Managing Partner
tdircks@charterhousestrategic.com

Steve Dircks
Vice President
sdircks@charterhousestrategic.com
Cherng Family Trust
Single Family Office
1683 Walnut Grove Avenue
Rosemead, California 91770
United States
-
Warren Woo
Chief Investment Officer

Carey Kim
Managing Director
Claridge Inc.
Single Family Office
1170 Peel
Suite 800
Montreal, Quebec,(CA) H3B 4P2
Canada
514-878-5200
http://www.claridgeinc.com
-
Frederic Martel
Chief Investment Officer
info@claridgeinc.com

Ludovic Dumas
Vice President & Director of Investments

Stephen Bronfman
Executive Chairman

Pierre Boivin
President and Chief Executive Officer

Zeno Santache
Chief Financial Officer
Clarim Holdings LLC
Single Family Office
400 Broadhollow Road
Mellville, New York 11747
United States
-
Paul Stamoulis
Senior Managing Director
paul.stamoulis@worth.com

Jim McCann
Chairman at 1-800 Flowers.com
jmccann@1800flowers.com
Clear Creek Private Investors
Multi Family Office
75, 14th Street
Suite 2700
Atlanta, Georgia 30309
United States
404 995 1722
http://www.clearcreekpi.com/people.html
-
George Pfeil
Partner
gpfeil@clearcreekpi.com
CM Equity Partners
Single Family Office
900 3rd Avenue
33rd Floor
New York, New York 10022
United States
212-909-8400
http://www.cmequity.com
-
Mark Carmen
Managing Partner
mcarmen@cmequity.com

Wesley Gaus
Managing Partner
wgaus@cmequity.com

Joel Jacks
Managing Partner
jjacks@cmequity.com

Peter Schulte
Managing Director
pschulte@cmequity.com

Daniel Colon
Partner
dcolon@cmequity.com
CNF Investments LLC
Single Family Office
7500 Old Georgetown Road
Suite 620
Bethesda, Maryland 20814
United States
301-657-7100
http://www.clarkenterprises.com
-
Joseph Del Guercio
Managing Director
301-657-7191
joe.delguercio
CoastEdge Partners
Multi Family Office
888 Prospect Street, Suite 220
La Jolla, California 92037
United States
858-997-2777
http://www.coastedge.com
-
Richard Effress
Founder and Chief Investment Officer

Steve Simpson
Managing Partner

Parker Bush
Vice President & Portfolio Manager

Kristin Farren Moss
Vice President, Investments
Cockrell Interests
Single Family Office
1000 Main Street
Suite 3250
Houston, Texas 77002
United States
713-209-7500
-
Guido Caranti
Managing Director-Private Investments
713-209-7500
https://www.linkedin.com/in/guido-caranti-4100905/
Commonwealth Bank & Trust
Multi Family Office
4350 Brownsboro Road, Suite 210
Louisville, Kentucky 40207
United States
502-259-2500
https://cbandt.com/
-
Robert Hawkins
CIO
502-259-2534
rob.hawkins@cbandt.com
Concurrence Capital Holdings
Multi Family Office
40 Pearl Street NW, Suite 900
Grand Rapids, Michigan 49503
United States
http://www.concaphold.com
-
Michael Brom
Managing Partner
616-649-2510
mjb@concaphold.com

Jason Byrd
Managing Partner
616-682-7532
jtb@concaphold.com
Confidas Capital LLC
Multi Family Office
680 Fifth Avenue
19th Floor
New York, New York 10019
United States
212-957-0517
http://www.confidascapital.com
-
Demian Waldman
Managing Partner
212-957-0517
dwaldman@confidascapital.com
Continental Advisory Services
Single Family Office
50 Hill Street, #530
Southampton, New York 11968
United States
646-384-2353
http://www.continentaladvisory.com
-
Jacob Yahiayan
Managing Member
646-384-2353
jyahiayan@continentaladvisory.com
Coppermine Capital
Single Family Office
30 Monument Square
Suite 220
Boston, Massachusetts
United States
781-786-0500
http://www.copperminecapital.com
-
Grant Gund
Managing Partner
ggund@copperminecapital.com

Zack Gund
Managing Partner
zgund@copperminecapital.com

Ralph Vogel
Managing Director
rvogel@copperminecapital.com

Dave Jones
Managing Director
djones@copperminecapital.com
Cordish
Single Family Office
601E Pratt St
Baltimore, Maryland 21202
United States
718-230-4849
http://www.cordish.com
140 Broadway
28th floor
New York, New York 10005
United States
Jonathan Sinex
Managing Director
917-748-0405
jsinex@cordish.com
Cottonwood Acquisitions, LLC
Single Family Office
1700 Ocean Ave.
Suite 2
Ronkonkoma, New York 11779
United States
646-807-8674
http://www.cottonwoodacquisitions.com
-
Chris Smith
Partner
646-807-8674
csmith@cottonwoodaquisitions.com
Creadev Evergreen Investment Firm
Single Family Office
1460 Broadway
New York, New York 10036
United States
347-570-9646
http://www.creadev.us/us-team.html
-
Delphine Descamps
Principal
347-570-9646
ddescamps@creadev.us
Crestone Capital Advisors
Multi Family Office
1048 Pearl Street
Suite 450
Boulder, Colorado 80302
United States
303-442-4447
http://www.crestonecapital.com
-
Eric Kramer
Founder, CEO & CIO

Jack Swift
President

Colby Stilson
CFO

Michael McGowan, CFA
Senior Investment Analyst

Miles Cooke, CFA
Senior Investment Analyst
Crossroads Group
Single Family Office
-
Mike Gabrail
Part of the Executive Team
Crow Holdings Capital - Investment Partners
Multi Family Office
3819 Maple Avenue
Old Parkland
Dallas, Texas 75219
United States
214-661-8000
http://www.crowholdings.com
-
Jed Johnson
Senior Managing Director
214-661-8081
jjohnson@crowholdings.com
Cruttenden Partners
Single Family Office
4600 Campus Dr
Newport Beach, California 92660
United States
http://www.cruttendenpartners.com/
-
Jeffery Cruttenden
Partner

Walter Cruttenden
President

Rian Cruttenden
CFO
CSM Capital LTD
Single Family Office
200 Queen's Road East Tower 2
Apt 7R
Taipei,
Hong Kong
886-979-095-862
http://www.csm-capital.com
-
Johnny Chen
Managing Partner
johnny@csm-capital.com

Poan Chen
Managing Partner
415-960-7825
poan@csm-capital.com
Culbro, LLC
Single Family Office
880 Third Avenue
18th Floor
New York, New York 10022
United States
646-461-9270
-
Edgar Cullman
Managing Member
646-461-9280
ecullmanjr@culbro.com

David Danzinger
Managing Member
646-461-9277
ddanzinger@culbro.com

Jack LoParco
Vice President
646-461-9279
jloparco@culbro.com
Dakota Pacific Holdings
Multi Family Office
299 South Main Street, #2450
Salt Lake City, Utah 84111
United States
801-961-1131
http://www.jrmiller.com/dakota-pacific-holdings
-
John Miller
Founder and CEO

Ryan Miller
Managing Director
DAS Capital Group
Single Family Office
212 West 35th Street
11th Floor
New York, New York 10001
United States
917-281-1000
http://www.dascapitalgroup.com
-
David Steinschraber
CFA
https://www.linkedin.com/in/david-steinschraber-cfa-4981556/
Declaration Capital
Single Family Office
510 Madison Ave.
18th Floor
New York, New York 10022
United States
212-321-4030
http://declarationpartners.com/
-
Brian Frank
Co-Founder and Managing Director
212-321-4030
info@declarationpartners.com

Leigh Rovzar
Partner and General Counsel
212-321-4030
info@declarationpartners.com

Andrew Goldfarb
Partner
212-321-4030
info@declarationpartners.com

Todd Rich
Co-Founder and Partner, head of Real Estate
212-321-4030
info@declarationpartners.com

Rob Jackowitz
Partner and Chief Financial Officer
212-321-4030
info@declarationpartners.com

Charles Rayner
Principal
212-321-4030
info@declarationpartners.com

Alexa Rachlin
Principal
617-448-2185
arachlin@declarationpartners.com
Deep Creek Capital
Single Family Office
405 Lexington Avenue
New York, New York 10174
United States
212-697-0700
-
Josh Abramowitz
Chairman
Delegate Advisors
Multi Family Office
1335 Environ Way
Chapel Hill, North Carolina 27517
United States
919-932-8400
http://www.delegateadvisors.com
801 Montgomery Street, Suite 200
San Francisco, California 94133
United States
Andy Hart
President and Chief Advisor
415-432-4355
andy@delegateadvisors.com

Robert Borden
Chief Investment Officer
919-932-8400
bob@delegateadvisors.com

Chris Roth
Senior Advisor
919-932-8400
chris@delegateadvisors.com
Diamond Wealth Strategies
Multi Family Office
5 Revere Drive
Suite 200
Northbrook, Illinois 60062
United States
847-686-1069
http://diamondwealthstrategies.com/
-
Ronald S. Diamond
CEO
847-686-1069
ron@diamondwealthstrategies.com

Bruce D. Werner
Advisory Board
Dorado Peak Capital
Single Family Office
Dallas, Texas
United States
Newport Beach, California
Brett M. Brown
Managing Member
Brett.Brown@DoradoPeak.com
Dorilton Capital
Single Family Office
131 Varick Street
Suite 911
New York, New York 10013
United States
212-929-0358
http://www.doriltoncapital.com
-
Matthew Savage
President
matthew@doriltoncapital.com

Darren Fultz
Principal
darren@doriltoncapital.com

Michael Landerer
Vice President
michael@doriltoncapital.com

Christie Barbour
Chief Financial Officer
christie@doriltoncapital.com

Ashleigh Schap
Director of Business Development
ashleigh@doriltoncapital.com
Dot Family Holdings
Single Family Office
17050 Baxter Road
St. Louis, Missouri 63005
United States
636-449-3157
http://www.dotfamilyholdings.com
-
Heath Hunter
Vice President of Corpoarte Development
heath.hunter@dotfamilyholdings.com
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