Sunday, September 13, 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
84
Source
SEC EDGAR Form D
Refreshed
Sep 13, 2026, 10:04 AM
#Family OfficeAUM90d
1
Alongside, LLCActive · 10 in 90d
Multi-Family Office · Austin, TX
$879M10
2
Sanctuary Advisors, LLCActive · 9 in 90d
Multi-Family Office · Miami, FL
$34.9B9
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
Cynosure Group, LLCActive · 8 in 90d
Multi-Family Office · Salt Lake City, UT
$9.8B8
6
Chicago Partners Investment Group LLCActive · 6 in 90d
Multi-Family Office · Chicago, IL
$7.5B6
7
Tiedemann Advisors, LLCVerifiedActive · 5 in 90d
Multi-Family Office · New York, NY
$31.0B5
8
Iconiq Capital, LLCVerifiedActive · 5 in 90d
Multi-Family Office · San Francisco, CA
$117.5B5
9
BNY Mellon Advisors, Inc.Active · 5 in 90d
Multi-Family Office · New York, NY
$33.5B5
10
August GroupActive · 5 in 90d
Multi-Family Office · Toronto, null
$740M5
11
Crestwood AdvisorsVerifiedActive · 5 in 90d
Multi-Family Office · Boston, MA
$8.0B5
12
BNY Mellon Investment Adviser, Inc.VerifiedActive · 5 in 90d
Multi-Family Office · New York, NY
$419.5B5
13
Rockefeller Capital ManagementVerifiedActive · 5 in 90d
Multi-Family Office · New York, NY
$99.6B5
14
Rockefeller Capital ManagementVerifiedActive · 5 in 90d
Multi-Family Office · New York, NY
$36.8B5
15
Deepwater Asset Management, LLCActive · 5 in 90d
Multi-Family Office · Minneapolis, MN
$627M5
16
Hrtg Gpe, LLCActive · 5 in 90d
Multi-Family Office · Wilson, WY
$27.1B5
17
Arlington Partners LLCActive · 4 in 90d
Multi-Family Office · Birmingham, AL
$2.3B4
18
Multi-Family Office · Stamford, CT
$8.2B4
19
Avenir CorporationActive · 4 in 90d
Multi-Family Office · Alexandria, VA
$849M4
20
Harbor AdvisorsActive · 3 in 90d
Multi-Family Office · West Palm Beach, FL
$852M3
21
One Madison Group LLCActive · 3 in 90d
Multi-Family Office · New York, NY
$7.0B3
22
Pinnacle AdvisorsActive · 3 in 90d
Multi-Family Office · Mansfield, OH
$2.1B3
23
St. Clair Advisors, LLCActive · 3 in 90d
Multi-Family Office · Mayfield Heights, OH
$1.1B3
24
Emerald Advisors, LLCActive · 3 in 90d
Multi-Family Office · Bellevue, WA
$941M3
25
Fortis Advisors, LLCActive · 3 in 90d
Multi-Family Office · Wayne, PA
$584M3
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
Pinnacle Associates, Ltd.VerifiedActive · 3 in 90d
Multi-Family Office · New York, NY
$10.4B3
29
Legacy Knight MFO, LLCActive · 3 in 90d
Multi-Family Office · Dallas, TX
$2.8B3
30
Odeon Capital Advisors LLCActive · 3 in 90d
Multi-Family Office · New York, NY
$967M3
31
Peakline Partners, LLCActive · 3 in 90d
Multi-Family Office · Chicago, IL
$2.8B3
32
Capital Investment Advisors, LLCActive · 2 in 90d
Multi-Family Office · Atlanta, GA
$8.2B2
33
MarinerActive · 2 in 90d
Multi-Family Office · Overland Park, KS
$125.4B2
34
Brown AdvisoryActive · 2 in 90d
Multi-Family Office · Norfolk, VA
$7.6B2
35
Brown AdvisoryActive · 2 in 90d
Multi-Family Office · Baltimore, MD
$124.3B2
36
Riverstone Advisors, LLCActive · 2 in 90d
Multi-Family Office
$641M2
37
Mosaic AdvisorsActive · 2 in 90d
Multi-Family Office · Houston, TX
$581M2
38
BalentineActive · 2 in 90d
Multi-Family Office · Atlanta, GA
$5.5B2
39
Canopy PartnersActive · 2 in 90d
Multi-Family Office · Cincinnati, OH
$869M2
40
Multi-Family Office · Tysons Corner, VA
$701M2
41
ConcentricActive · 2 in 90d
Multi-Family Office · Walnut Creek, CA
$13.9B2
42
PathstoneVerifiedActive · 2 in 90d
Multi-Family Office · Englewood, NJ
$110.3B2
43
New Republic PartnersActive · 2 in 90d
Multi-Family Office · Charlotte, NC
$3.0B2
44
Sepio Capital, LPActive · 2 in 90d
Multi-Family Office · Salt Lake City, UT
$5.6B2
45
Cerity Partners LLCVerifiedActive · 2 in 90d
Multi-Family Office · New York, NY
$161.7B2
46
Cerity Partners Ocio LLCVerifiedActive · 2 in 90d
Multi-Family Office · New York, NY
$21.1B2
47
Multi-Family Office · Stamford, CT
$1.5B2
48
Stone Temple Partners LLCActive · 2 in 90d
Multi-Family Office · New York, NY
$669M2
49
G10 LLCActive · 2 in 90d
Multi-Family Office · Hunt Valley, MD
$4.9B2
50
Multi-Family Office · New York, NY
$1.3B1

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 →