Saturday, July 11, 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
71
Source
SEC EDGAR Form D
Refreshed
Jul 11, 2026, 1:14 AM
#Family OfficeAUM90d
1
Alongside, LLCActive · 13 in 90d
Multi-Family Office · Austin, TX
$879M13
2
Ieq Capital, LLCActive · 9 in 90d
Multi-Family Office · Foster City, CA
$56.8B9
3
Mosaic AdvisorsActive · 8 in 90d
Multi-Family Office · Houston, TX
$581M8
4
East Rock Capital, LLCVerifiedActive · 8 in 90d
Multi-Family Office · New York, NY
$4.8B8
5
Rockefeller Capital ManagementVerifiedActive · 8 in 90d
Multi-Family Office · New York, NY
$36.8B8
6
New Republic PartnersActive · 7 in 90d
Multi-Family Office · Charlotte, NC
$3.0B7
7
Cynosure Group, LLCActive · 6 in 90d
Multi-Family Office · Salt Lake City, UT
$9.8B6
8
Iconiq Capital, LLCVerifiedActive · 5 in 90d
Multi-Family Office · San Francisco, CA
$117.5B5
9
First Long Island Investors, LLCActive · 5 in 90d
Multi-Family Office · Jericho, NY
$1.9B5
10
St. Clair Advisors, LLCActive · 5 in 90d
Multi-Family Office · Mayfield Heights, OH
$1.1B5
11
Emerald Advisors, LLCActive · 5 in 90d
Multi-Family Office · Bellevue, WA
$941M5
12
Delegate Advisors, LLCActive · 5 in 90d
Multi-Family Office · Chapel Hill, NC
$1.7B5
13
One Madison Group LLCActive · 4 in 90d
Multi-Family Office · New York, NY
$7.0B4
14
BalentineActive · 4 in 90d
Multi-Family Office · Atlanta, GA
$5.5B4
15
Odeon Capital Advisors LLCActive · 4 in 90d
Multi-Family Office · New York, NY
$967M4
16
Polen Capital Credit, LLCActive · 4 in 90d
Multi-Family Office · Waltham, MA
$6.1B4
17
Deepwater Asset Management, LLCActive · 4 in 90d
Multi-Family Office · Minneapolis, MN
$627M4
18
Multi-Family Office · El Segundo, CA
$1.8B4
19
Multi-Family Office · New York, NY
$1.3B3
20
Arlington Partners LLCActive · 3 in 90d
Multi-Family Office · Birmingham, AL
$2.3B3
21
Tiedemann Advisors, LLCVerifiedActive · 3 in 90d
Multi-Family Office · New York, NY
$31.0B3
22
Pinnacle AdvisorsActive · 3 in 90d
Multi-Family Office · Mansfield, OH
$2.1B3
23
Pinnacle Associates, Ltd.VerifiedActive · 3 in 90d
Multi-Family Office · New York, NY
$10.4B3
24
Multi-Family Office · Miami, FL
$1.6B3
25
Peakline Partners, LLCActive · 3 in 90d
Multi-Family Office · Chicago, IL
$2.8B3
26
Harbor AdvisorsActive · 2 in 90d
Multi-Family Office · West Palm Beach, FL
$852M2
27
Castle Rock Advisors LLCActive · 2 in 90d
Multi-Family Office · Boston, MA
$2.4B2
28
Capital Investment Advisors, LLCActive · 2 in 90d
Multi-Family Office · Atlanta, GA
$8.2B2
29
Canopy PartnersActive · 2 in 90d
Multi-Family Office · Cincinnati, OH
$869M2
30
Tectonic Advisors LLCActive · 2 in 90d
Multi-Family Office · Frisco, TX
$5.1B2
31
Leucadia Asset Management LLCActive · 2 in 90d
Multi-Family Office · New York, NY
$3.1B2
32
Everhart AdvisorsActive · 2 in 90d
Multi-Family Office · Dublin, OH
$2.5B2
33
Declaration Partners LPActive · 2 in 90d
Multi-Family Office · New York, NY
$2.0B2
34
Barwick & Partners, Inc.Active · 2 in 90d
Multi-Family Office
$2.8B2
35
26northActive · 2 in 90d
Multi-Family Office · New York, NY
$32.7B2
36
Quattro Advisors L.l.c.Active · 2 in 90d
Multi-Family Office · Pittsburgh, PA
$662M2
37
Cerity Partners Ocio LLCVerifiedActive · 2 in 90d
Multi-Family Office · New York, NY
$21.1B2
38
Brown AdvisoryActive · 1 in 90d
Multi-Family Office · Baltimore, MD
$124.3B1
39
Brown AdvisoryActive · 1 in 90d
Multi-Family Office · Norfolk, VA
$7.6B1
40
Beacon TrustActive · 1 in 90d
Multi-Family Office · Morristown, NJ
$4.4B1
41
LP Investment Management, LLCActive · 1 in 90d
Multi-Family Office · Dallas, TX
$696M1
42
Riverstone Advisors, LLCActive · 1 in 90d
Multi-Family Office
$641M1
43
Aspiriant, LLCVerifiedActive · 1 in 90d
Multi-Family Office · Los Angeles, CA
$18.0B1
44
Atlas Capital Advisors Inc.Active · 1 in 90d
Multi-Family Office · San Francisco, CA
$1.1B1
45
Private Capital ManagementActive · 1 in 90d
Multi-Family Office · Naples, FL
$1.4B1
46
ConcentricActive · 1 in 90d
Multi-Family Office · Walnut Creek, CA
$13.9B1
47
Multi-Family Office · Chicago, IL
$67.8B1
48
PathstoneVerifiedActive · 1 in 90d
Multi-Family Office · Englewood, NJ
$110.3B1
49
Centerpoint Advisors, LLCActive · 1 in 90d
Multi-Family Office · Needham, MA
$732M1
50
Southocean Capital Partners, LLCActive · 1 in 90d
Multi-Family Office · Ft. Lauderdale, FL
$575M1

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 →