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.
| # | Family Office | AUM | 90d |
|---|---|---|---|
| 1 | Ieq Capital, LLCActive · 13 in 90d Multi-Family Office · Foster City, CA | $56.8B | 13 |
| 2 | Financial Advisory CorporationActive · 12 in 90d Multi-Family Office · Grand Rapids, MI | $1.1B | 12 |
| 3 | Sanctuary Advisors, LLCActive · 10 in 90d Multi-Family Office · Miami, FL | $34.9B | 10 |
| 4 | August GroupActive · 10 in 90d Multi-Family Office · Toronto, null | $740M | 10 |
| 5 | Mosaic AdvisorsActive · 8 in 90d Multi-Family Office · Houston, TX | $581M | 8 |
| 6 | Beacon TrustActive · 5 in 90d Multi-Family Office · Morristown, NJ | $4.4B | 5 |
| 7 | Emerald Advisors, LLCActive · 5 in 90d Multi-Family Office · Bellevue, WA | $941M | 5 |
| 8 | CallanActive · 5 in 90d Multi-Family Office · San Francisco, CA | $41.9B | 5 |
| 9 | Rockefeller Capital ManagementVerifiedActive · 5 in 90d Multi-Family Office · New York, NY | $99.6B | 5 |
| 10 | Multi-Family Office · New York, NY | $36.8B | 5 |
| 11 | Jordan Park Group LLCActive · 4 in 90d Multi-Family Office · San Francisco, CA | $23.3B | 4 |
| 12 | Multi-Family Office · Manchester, VT | $2.8B | 4 |
| 13 | Ballentine PartnersVerifiedActive · 4 in 90d Multi-Family Office · Waltham, MA | $15.3B | 4 |
| 14 | Deepwater Asset Management, LLCActive · 4 in 90d Multi-Family Office · Minneapolis, MN | $567M | 4 |
| 15 | River Partners Capital Management, LPActive · 3 in 90d Multi-Family Office · New York, NY | $1.3B | 3 |
| 16 | One Madison Group LLCActive · 3 in 90d Multi-Family Office · New York, NY | $7.0B | 3 |
| 17 | Pinnacle AdvisorsActive · 3 in 90d Multi-Family Office · Mansfield, OH | $2.1B | 3 |
| 18 | St. Clair Advisors, LLCActive · 3 in 90d Multi-Family Office · Mayfield Heights, OH | $1.1B | 3 |
| 19 | LP Investment Management, LLCActive · 3 in 90d Multi-Family Office · Dallas, TX | $696M | 3 |
| 20 | Multi-Family Office · Boston, MA | $8.0B | 3 |
| 21 | Silvercrest Asset Management Group LLCVerifiedActive · 3 in 90d Multi-Family Office · New York, NY | $28.3B | 3 |
| 22 | Alongside, LLCActive · 3 in 90d Multi-Family Office · Austin, TX | $879M | 3 |
| 23 | Harbour Capital Advisors, LLCActive · 3 in 90d Multi-Family Office · Tysons Corner, VA | $701M | 3 |
| 24 | Tectonic Advisors LLCActive · 3 in 90d Multi-Family Office · Frisco, TX | $5.1B | 3 |
| 25 | Declaration Partners LPActive · 3 in 90d Multi-Family Office · New York, NY | $2.0B | 3 |
| 26 | Spruceview Capital Partners LLCActive · 3 in 90d Multi-Family Office · Denver, CO | $2.3B | 3 |
| 27 | Validus Capital LLCActive · 3 in 90d Multi-Family Office · El Segundo, CA | $2.5B | 3 |
| 28 | Barwick & Partners, Inc.Active · 3 in 90d Multi-Family Office | $2.8B | 3 |
| 29 | Curi Capital, LLCActive · 3 in 90d Multi-Family Office · Chicago, IL | $11.6B | 3 |
| 30 | Harbor AdvisorsActive · 2 in 90d Multi-Family Office · West Palm Beach, FL | $852M | 2 |
| 31 | Hightower Advisors, LLCActive · 2 in 90d Multi-Family Office · Chicago, IL | $198.6B | 2 |
| 32 | Tiedemann Advisors, LLCVerifiedActive · 2 in 90d Multi-Family Office · New York, NY | $31.0B | 2 |
| 33 | Delegate Advisors, LLCActive · 2 in 90d Multi-Family Office · Chapel Hill, NC | $1.7B | 2 |
| 34 | BalentineActive · 2 in 90d Multi-Family Office · Atlanta, GA | $5.5B | 2 |
| 35 | Fortis Advisors, LLCActive · 2 in 90d Multi-Family Office · Wayne, PA | $584M | 2 |
| 36 | Tag Associates LLCVerifiedActive · 2 in 90d Multi-Family Office · New York, NY | $7.1B | 2 |
| 37 | Polen Capital Credit, LLCActive · 2 in 90d Multi-Family Office · Waltham, MA | $6.1B | 2 |
| 38 | Avenir CorporationActive · 2 in 90d Multi-Family Office · Alexandria, VA | $849M | 2 |
| 39 | Evergreen Capital Management LLCActive · 2 in 90d Multi-Family Office · Bellevue, WA | $7.2B | 2 |
| 40 | 26northActive · 2 in 90d Multi-Family Office · New York, NY | $32.7B | 2 |
| 41 | Invus Financial Advisors, LLCActive · 2 in 90d Multi-Family Office · New York, NY | $16.5B | 2 |
| 42 | Quattro Advisors L.l.c.Active · 2 in 90d Multi-Family Office · Pittsburgh, PA | $662M | 2 |
| 43 | Powell Investment Advisors, LLCActive · 2 in 90d Multi-Family Office · Miami, FL | $648M | 2 |
| 44 | Blue Owl Credit Advisors LLCActive · 2 in 90d Multi-Family Office · New York, NY | $64.9B | 2 |
| 45 | Keystone Global Partners LLCActive · 2 in 90d Multi-Family Office · Denver, CO | $581M | 2 |
| 46 | G10 LLCActive · 2 in 90d Multi-Family Office · Hunt Valley, MD | $4.9B | 2 |
| 47 | Callan Family Office, LLCActive · 2 in 90d Multi-Family Office · Radnor, PA | $10.2B | 2 |
| 48 | Capital Investment Advisors, LLCActive · 1 in 90d Multi-Family Office · Atlanta, GA | $8.2B | 1 |
| 49 | Castle Rock Advisors LLCActive · 1 in 90d Multi-Family Office · Boston, MA | $3.9B | 1 |
| 50 | United Advisor GroupActive · 1 in 90d Multi-Family Office · Cincinnati, OH | $1.4B | 1 |
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).
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