Tuesday, July 28, 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
90
Source
SEC EDGAR Form D
Refreshed
Jul 28, 2026, 8:33 PM
#Family OfficeAUM90d
1
Ieq Capital, LLCActive · 15 in 90d
Multi-Family Office · Foster City, CA
$56.8B15
2
Alongside, LLCActive · 13 in 90d
Multi-Family Office · Austin, TX
$879M13
3
Cynosure Group, LLCActive · 9 in 90d
Multi-Family Office · Salt Lake City, UT
$9.8B9
4
East Rock Capital, LLCVerifiedActive · 8 in 90d
Multi-Family Office · New York, NY
$4.8B8
5
Emerald Advisors, LLCActive · 7 in 90d
Multi-Family Office · Bellevue, WA
$941M7
6
Crestwood AdvisorsVerifiedActive · 7 in 90d
Multi-Family Office · Boston, MA
$8.0B7
7
Delegate Advisors, LLCActive · 7 in 90d
Multi-Family Office · Chapel Hill, NC
$1.7B7
8
Shepherd Kaplan LLCActive · 7 in 90d
Multi-Family Office · Boston, MA
$10.2B7
9
Sanctuary Advisors, LLCActive · 6 in 90d
Multi-Family Office · Miami, FL
$34.9B6
10
Mosaic AdvisorsActive · 6 in 90d
Multi-Family Office · Houston, TX
$581M6
11
Chicago Partners Investment Group LLCActive · 6 in 90d
Multi-Family Office · Chicago, IL
$7.5B6
12
First Long Island Investors, LLCActive · 5 in 90d
Multi-Family Office · Jericho, NY
$1.9B5
13
Iconiq Capital, LLCVerifiedActive · 5 in 90d
Multi-Family Office · San Francisco, CA
$117.5B5
14
BNY Mellon Advisors, Inc.Active · 5 in 90d
Multi-Family Office · New York, NY
$33.5B5
15
St. Clair Advisors, LLCActive · 5 in 90d
Multi-Family Office · Mayfield Heights, OH
$1.1B5
16
BNY Mellon Investment Adviser, Inc.VerifiedActive · 5 in 90d
Multi-Family Office · New York, NY
$419.5B5
17
Avenir CorporationActive · 5 in 90d
Multi-Family Office · Alexandria, VA
$849M5
18
Rockefeller Capital ManagementVerifiedActive · 5 in 90d
Multi-Family Office · New York, NY
$99.6B5
19
Hrtg Gpe, LLCActive · 5 in 90d
Multi-Family Office · Wilson, WY
$27.1B5
20
Arlington Partners LLCActive · 4 in 90d
Multi-Family Office · Birmingham, AL
$2.3B4
21
New Republic PartnersActive · 4 in 90d
Multi-Family Office · Charlotte, NC
$3.0B4
22
Deepwater Asset Management, LLCActive · 4 in 90d
Multi-Family Office · Minneapolis, MN
$627M4
23
Peakline Partners, LLCActive · 4 in 90d
Multi-Family Office · Chicago, IL
$2.8B4
24
Multi-Family Office · El Segundo, CA
$1.8B4
25
Multi-Family Office · New York, NY
$1.3B3
26
Harbor AdvisorsActive · 3 in 90d
Multi-Family Office · West Palm Beach, FL
$852M3
27
Tiedemann Advisors, LLCVerifiedActive · 3 in 90d
Multi-Family Office · New York, NY
$31.0B3
28
One Madison Group LLCActive · 3 in 90d
Multi-Family Office · New York, NY
$7.0B3
29
Castle Rock Advisors LLCActive · 3 in 90d
Multi-Family Office · Boston, MA
$2.4B3
30
Pinnacle AdvisorsActive · 3 in 90d
Multi-Family Office · Mansfield, OH
$2.1B3
31
Brown AdvisoryActive · 3 in 90d
Multi-Family Office · Baltimore, MD
$124.3B3
32
Brown AdvisoryActive · 3 in 90d
Multi-Family Office · Norfolk, VA
$7.6B3
33
Fortis Advisors, LLCActive · 3 in 90d
Multi-Family Office · Wayne, PA
$584M3
34
Pinnacle Associates, Ltd.VerifiedActive · 3 in 90d
Multi-Family Office · New York, NY
$10.4B3
35
Everhart AdvisorsActive · 3 in 90d
Multi-Family Office · Dublin, OH
$2.5B3
36
Multi-Family Office · Miami, FL
$1.6B3
37
Declaration Partners LPActive · 3 in 90d
Multi-Family Office · New York, NY
$2.0B3
38
Rockefeller Capital ManagementVerifiedActive · 3 in 90d
Multi-Family Office · New York, NY
$36.8B3
39
Hightower Advisors, LLCActive · 2 in 90d
Multi-Family Office · Chicago, IL
$198.6B2
40
Capital Investment Advisors, LLCActive · 2 in 90d
Multi-Family Office · Atlanta, GA
$8.2B2
41
MarinerActive · 2 in 90d
Multi-Family Office · Overland Park, KS
$125.4B2
42
Riverstone Advisors, LLCActive · 2 in 90d
Multi-Family Office
$641M2
43
BalentineActive · 2 in 90d
Multi-Family Office · Atlanta, GA
$5.5B2
44
Multi-Family Office · Tysons Corner, VA
$701M2
45
Legacy Knight MFO, LLCActive · 2 in 90d
Multi-Family Office · Dallas, TX
$2.8B2
46
Odeon Capital Advisors LLCActive · 2 in 90d
Multi-Family Office · New York, NY
$967M2
47
New Legacy Group, LLCActive · 2 in 90d
Multi-Family Office · New York, NY
$1.3B2
48
Multi-Family Office · Roseland, NJ
$831M2
49
Cerity Partners LLCVerifiedActive · 2 in 90d
Multi-Family Office · New York, NY
$161.7B2
50
Windsor Advisory Group, LLCActive · 2 in 90d
Multi-Family Office · Columbus, OH
$2.9B2

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 →