Every qualifying office in the US, verified and ranked by size: named decision-makers with direct emails, phone numbers, AUM bands and investment focus.
Contact-level fields (direct email, phone, LinkedIn) are included in the full dataset.
At Windrose is a multi-family office based in Boston, Massachusetts, founded in 2009. The firm invests across hedge funds, real estate, private equity, and venture capital, utilizing co-investments, direct investments, and fund commitments. It oversees more than $5 billion in assets for multiple families, endowments, and foundations.
In the full datasetmyCIO Wealth Partners, LLC is a multi-family office headquartered in Philadelphia, Pennsylvania, founded in 2005. The firm provides comprehensive investment advisory and financial consulting services, specializing in alternative investments and managing over $7.37 billion in assets for individuals, families, endowments, and retirement plans.
In the full datasetLDJ Capital is a multi-family office based in New York, United States, founded in 2005. The firm invests across asset classes including private equity, venture capital, real estate, hedge funds, crypto, and private credit, with interests in technology, energy, healthcare, and other sectors.
In the full datasetCallan Family Office is a multi-family office based in Wayne, United States, founded in 2022. The firm manages over $5 billion in assets for ultra-high-net-worth clients, investing across real estate, hedge funds, real assets, and private equity, with sector focuses including healthcare, technology, consumer, energy, transportation, real estate, and media/telecom.
In the full datasetManchester Capital Management is a multi-family office based in Manchester, United States, founded in 1992. The firm manages over $5 billion in assets, investing primarily in real estate through direct investments, co-investments, and fund limited partnerships, on behalf of families from the finance sector.
In the full datasetSBP Management is a multi-family office based in New York, United States, founded in 2011. With over $5 billion in assets, it invests in private equity, hedge funds, private credit, public equities, venture capital, real estate, and crypto, targeting sectors such as healthcare, technology, financial services, consumer, industrials, and materials through co-investments and direct deals.
In the full datasetThis list contains all 1,228 multi family offices in the US from our verified dataset, ranked from largest to smallest and carrying 9,819 named decision-maker contacts. Coverage is led by New York (10% of the list), followed by Miami and Chicago.
Sector exposure is broadest in Technology, Real Estate and Healthcare. The largest offices by assets include Windrose Advisors, myCIO Wealth Partners, LLC and LDJ Capital.
91% of the offices on this list carry a direct channel: a firm email, phone or contact form, or a named decision-maker's email or LinkedIn. Field-level coverage is shown transparently on this page, and the dataset refreshes quarterly. A purchase includes 12 months of updates.
Identify the offices that allocate to your asset class and stage, without burning weeks of associate time on LinkedIn.
See which offices are single- vs multi-family, their AUM band and their sector focus. Stop guessing who does what.
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Coverage varies by office. This is the real fill rate for every field in the dataset, measured across all 1,228 offices, so you know what you're getting before you buy.
The download: a six-sheet Excel workbook — Summary · Offices (58 columns) · Contacts · Deals · CRM import — plus the same tables as CSV. Sample rows · all 58 columns
95% (1164 of 1228) are reachable via a website or a direct channel. 91% (1123) have a direct channel — a firm email, phone or contact form, or a named decision-maker's direct email or LinkedIn.
Emails and LinkedIn are provided where verified, not fabricated to hit a number.
Each office is assembled from company sites, filings and public records, then reviewed and classified. The same dataset powers our research platform, where records update continuously. Field coverage is shown transparently above. Nothing is fabricated to fill a column.
Company sites, registries and public web sources, consolidated per office.
Entities operating as a single- or multi-family office in North America.
Office type, AUM band and sector focus assigned where the evidence supports it.
Reviewed and refreshed quarterly; each release supersedes the last.
Every number on this page is measured from the file you download.
Search, filter and track every office — the same data this file is exported from, updated continuously. Need ongoing access instead of a one-time download?
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