Friday, September 18, 2026

Family Office Real Estate Daily · Lead-Magnet Feed

The 50 Most Actively Deploying Family Offices

Ranked by SEC Form D private-placement filings in the trailing 90 days. These are the family offices actually putting capital to work right now — sourced from EDGAR, refreshed daily.

Ranked
50
Total active 90d
77
Source
SEC EDGAR Form D
Refreshed
Sep 18, 2026, 2:38 AM
#Family OfficeAUM90d
1
Sanctuary Advisors, LLCActive · 10 in 90d
Multi-Family Office · Miami, FL
$34.9B10
2
Ieq Capital, LLCActive · 9 in 90d
Multi-Family Office · Foster City, CA
$56.8B9
3
Multi-Family Office · Grand Rapids, MI
$1.1B9
4
Delegate Advisors, LLCActive · 8 in 90d
Multi-Family Office · Chapel Hill, NC
$1.7B8
5
Alongside, LLCActive · 7 in 90d
Multi-Family Office · Austin, TX
$879M7
6
Harbor AdvisorsActive · 5 in 90d
Multi-Family Office · West Palm Beach, FL
$852M5
7
Tiedemann Advisors, LLCVerifiedActive · 5 in 90d
Multi-Family Office · New York, NY
$31.0B5
8
BNY Mellon Advisors, Inc.Active · 5 in 90d
Multi-Family Office · New York, NY
$33.5B5
9
Cynosure Group, LLCActive · 5 in 90d
Multi-Family Office · Salt Lake City, UT
$9.8B5
10
BNY Mellon Investment Adviser, Inc.VerifiedActive · 5 in 90d
Multi-Family Office · New York, NY
$419.5B5
11
Hrtg Gpe, LLCActive · 5 in 90d
Multi-Family Office · Wilson, WY
$27.1B5
12
Arlington Partners LLCActive · 4 in 90d
Multi-Family Office · Birmingham, AL
$2.3B4
13
One Madison Group LLCActive · 4 in 90d
Multi-Family Office · New York, NY
$7.0B4
14
Crestwood AdvisorsVerifiedActive · 4 in 90d
Multi-Family Office · Boston, MA
$8.0B4
15
Multi-Family Office · Stamford, CT
$8.2B4
16
Avenir CorporationActive · 4 in 90d
Multi-Family Office · Alexandria, VA
$849M4
17
Rockefeller Capital ManagementVerifiedActive · 4 in 90d
Multi-Family Office · New York, NY
$99.6B4
18
Rockefeller Capital ManagementVerifiedActive · 4 in 90d
Multi-Family Office · New York, NY
$36.8B4
19
Deepwater Asset Management, LLCActive · 4 in 90d
Multi-Family Office · Minneapolis, MN
$627M4
20
Pinnacle AdvisorsActive · 3 in 90d
Multi-Family Office · Mansfield, OH
$2.1B3
21
St. Clair Advisors, LLCActive · 3 in 90d
Multi-Family Office · Mayfield Heights, OH
$1.1B3
22
Emerald Advisors, LLCActive · 3 in 90d
Multi-Family Office · Bellevue, WA
$941M3
23
Mosaic AdvisorsActive · 3 in 90d
Multi-Family Office · Houston, TX
$581M3
24
Fortis Advisors, LLCActive · 3 in 90d
Multi-Family Office · Wayne, PA
$584M3
25
Multi-Family Office · Tysons Corner, VA
$701M3
26
Tectonic Advisors LLCActive · 3 in 90d
Multi-Family Office · Frisco, TX
$5.1B3
27
Leucadia Asset Management LLCActive · 3 in 90d
Multi-Family Office · New York, NY
$3.1B3
28
Legacy Knight MFO, LLCActive · 3 in 90d
Multi-Family Office · Dallas, TX
$2.8B3
29
Odeon Capital Advisors LLCActive · 3 in 90d
Multi-Family Office · New York, NY
$967M3
30
Peakline Partners, LLCActive · 3 in 90d
Multi-Family Office · Chicago, IL
$2.8B3
31
Brown AdvisoryActive · 2 in 90d
Multi-Family Office · Norfolk, VA
$7.6B2
32
Brown AdvisoryActive · 2 in 90d
Multi-Family Office · Baltimore, MD
$124.3B2
33
Silvercrest Asset Management Group LLCVerifiedActive · 2 in 90d
Multi-Family Office · New York, NY
$28.3B2
34
BalentineActive · 2 in 90d
Multi-Family Office · Atlanta, GA
$5.5B2
35
Canopy PartnersActive · 2 in 90d
Multi-Family Office · Cincinnati, OH
$869M2
36
ConcentricActive · 2 in 90d
Multi-Family Office · Walnut Creek, CA
$13.9B2
37
PathstoneVerifiedActive · 2 in 90d
Multi-Family Office · Englewood, NJ
$110.3B2
38
CallanActive · 2 in 90d
Multi-Family Office · San Francisco, CA
$41.9B2
39
New Republic PartnersActive · 2 in 90d
Multi-Family Office · Charlotte, NC
$3.0B2
40
Sepio Capital, LPActive · 2 in 90d
Multi-Family Office · Salt Lake City, UT
$5.6B2
41
Evergreen Capital Management LLCActive · 2 in 90d
Multi-Family Office · Bellevue, WA
$7.2B2
42
Curi Capital, LLCActive · 2 in 90d
Multi-Family Office · Chicago, IL
$11.6B2
43
Cerity Partners Ocio LLCVerifiedActive · 2 in 90d
Multi-Family Office · New York, NY
$21.1B2
44
Multi-Family Office · Stamford, CT
$1.5B2
45
Stone Temple Partners LLCActive · 2 in 90d
Multi-Family Office · New York, NY
$669M2
46
G10 LLCActive · 2 in 90d
Multi-Family Office · Hunt Valley, MD
$4.9B2
47
Multi-Family Office · New York, NY
$1.3B1
48
Beacon TrustActive · 1 in 90d
Multi-Family Office · Morristown, NJ
$4.4B1
49
Castle Rock Advisors LLCActive · 1 in 90d
Multi-Family Office · Boston, MA
$2.4B1
50
Tag Associates LLCVerifiedActive · 1 in 90d
Multi-Family Office · New York, NY
$7.1B1

Methodology

Each family office in this ranking is sourced from SEC Form ADV (the directory) and enriched daily against the SEC EDGAR full-text search for Form D — the Reg D private-placement notice filed by issuers raising private capital. We surface filings where the firm name appears as a participating party. Rankings use the trailing 90-day filing count to capture recent deployment activity rather than historical volume. We never derive dollar commitments from Form D's “total offering amount” (that's the issuer's raise size, not the FO's commitment).

Want the verified contact for any firm on this list? Visit the directory →