Family Office Real Estate Daily · Family Office Directory
New Jersey Family Offices
24
Firms
$149.3B
Total tracked AUM
$110.3B
Largest single firm
23 / 1
Multi / Single
Largest by reported AUM in New Jersey: Pathstone.
Reveal direct contact details
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| Firm | AUM | Contact | Site |
|---|---|---|---|
PathstoneVerified Multi-Family Office · Englewood | $110.3B | Email + phone | — |
Circle Wealth Management, LLC Multi-Family Office · Summit | $14.1B | Phone | visit |
Simon Quick Advisors, LLC Multi-Family Office · Morristown | $9.0B | Phone | — |
Beacon Trust Multi-Family Office · Morristown | $4.4B | Email + phone | — |
Pine Valley Investments Multi-Family Office · Marlton | $2.7B | Phone | — |
Blueprint Capital Advisors LLC Multi-Family Office · Short Hills | $1.8B | Email + phone | visit |
Strategic Family Wealth Counselors, L.l.c. Multi-Family Office · Fairfield | $1.7B | Email + phone | — |
Thames Capital Management, LLC Multi-Family Office · Roseland | $831M | Email + phone | visit |
Seabridge Investment Advisors LLC Multi-Family Office · Summit | $771M | Email + phone | — |
Vision Retirement Multi-Family Office · Ridgewood | $634M | Email + phone | visit |
Brave Family Advisors Multi-Family Office · Summit | $624M | Email + phone | — |
Mountain Hill Investment Partners Multi-Family Office · Atlantic Highlands | $539M | Email + phone | visit |
Ta Capital Management, LLC Multi-Family Office · Sewell | $439M | Email + phone | visit |
Bpp Wealth Solutions, LLC Multi-Family Office · Basking Ridge | $247M | Phone | — |
Podell Financial Group LLC Multi-Family Office · Fairfield | $228M | Email + phone | visit |
Copper Beech Financial Group, LLC Multi-Family Office · Moorestown | $197M | Email + phone | visit |
Tepp Wealth Management Multi-Family Office · Westfield | $196M | Email + phone | visit |
Liftpoint Family Wealth Advisors, LLC Multi-Family Office · Far Hills | $188M | Phone | — |
Sfi Advisors, LLC Multi-Family Office · Montclair | $176M | Email + phone | visit |
Leo Fund Services, LLC Multi-Family Office · Edison | $151M | Phone | — |
Lumida Wealth Management LLC Multi-Family Office · Wayne | $133M | Phone | — |
Goose Hollow Capital Management LLC Multi-Family Office · Tenafly | $41M | Email + phone | visit |
Hartshorne Group, LLC Multi-Family Office · Red Bank | n/d | Phone | — |
Pathstone Family Office, LLC Single-Family Office · Englewood | n/d | Phone | — |
Source: SEC Form ADV / IAPD. AUM figures are as last reported and may be estimates; verify before acting. Contact details are revealed to verified members only and provided for professional outreach.