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
86
Source
SEC EDGAR Form D
Refreshed
Nov 13, 2026, 1:13 PM
#Family OfficeAUM90d
1
Ieq Capital, LLCActive · 13 in 90d
Multi-Family Office · Foster City, CA
$56.8B13
2
Multi-Family Office · Grand Rapids, MI
$1.1B12
3
Sanctuary Advisors, LLCActive · 10 in 90d
Multi-Family Office · Miami, FL
$34.9B10
4
August GroupActive · 10 in 90d
Multi-Family Office · Toronto, null
$740M10
5
Mosaic AdvisorsActive · 8 in 90d
Multi-Family Office · Houston, TX
$581M8
6
Beacon TrustActive · 5 in 90d
Multi-Family Office · Morristown, NJ
$4.4B5
7
Emerald Advisors, LLCActive · 5 in 90d
Multi-Family Office · Bellevue, WA
$941M5
8
CallanActive · 5 in 90d
Multi-Family Office · San Francisco, CA
$41.9B5
9
Rockefeller Capital ManagementVerifiedActive · 5 in 90d
Multi-Family Office · New York, NY
$99.6B5
10
Rockefeller Capital ManagementVerifiedActive · 5 in 90d
Multi-Family Office · New York, NY
$36.8B5
11
Jordan Park Group LLCActive · 4 in 90d
Multi-Family Office · San Francisco, CA
$23.3B4
12
Manchester Capital Management LLCVerifiedActive · 4 in 90d
Multi-Family Office · Manchester, VT
$2.8B4
13
Ballentine PartnersVerifiedActive · 4 in 90d
Multi-Family Office · Waltham, MA
$15.3B4
14
Deepwater Asset Management, LLCActive · 4 in 90d
Multi-Family Office · Minneapolis, MN
$567M4
15
Multi-Family Office · New York, NY
$1.3B3
16
One Madison Group LLCActive · 3 in 90d
Multi-Family Office · New York, NY
$7.0B3
17
Pinnacle AdvisorsActive · 3 in 90d
Multi-Family Office · Mansfield, OH
$2.1B3
18
St. Clair Advisors, LLCActive · 3 in 90d
Multi-Family Office · Mayfield Heights, OH
$1.1B3
19
LP Investment Management, LLCActive · 3 in 90d
Multi-Family Office · Dallas, TX
$696M3
20
Crestwood AdvisorsVerifiedActive · 3 in 90d
Multi-Family Office · Boston, MA
$8.0B3
21
Silvercrest Asset Management Group LLCVerifiedActive · 3 in 90d
Multi-Family Office · New York, NY
$28.3B3
22
Alongside, LLCActive · 3 in 90d
Multi-Family Office · Austin, TX
$879M3
23
Multi-Family Office · Tysons Corner, VA
$701M3
24
Tectonic Advisors LLCActive · 3 in 90d
Multi-Family Office · Frisco, TX
$5.1B3
25
Declaration Partners LPActive · 3 in 90d
Multi-Family Office · New York, NY
$2.0B3
26
Spruceview Capital Partners LLCActive · 3 in 90d
Multi-Family Office · Denver, CO
$2.3B3
27
Validus Capital LLCActive · 3 in 90d
Multi-Family Office · El Segundo, CA
$2.5B3
28
Barwick & Partners, Inc.Active · 3 in 90d
Multi-Family Office
$2.8B3
29
Curi Capital, LLCActive · 3 in 90d
Multi-Family Office · Chicago, IL
$11.6B3
30
Harbor AdvisorsActive · 2 in 90d
Multi-Family Office · West Palm Beach, FL
$852M2
31
Hightower Advisors, LLCActive · 2 in 90d
Multi-Family Office · Chicago, IL
$198.6B2
32
Tiedemann Advisors, LLCVerifiedActive · 2 in 90d
Multi-Family Office · New York, NY
$31.0B2
33
Delegate Advisors, LLCActive · 2 in 90d
Multi-Family Office · Chapel Hill, NC
$1.7B2
34
BalentineActive · 2 in 90d
Multi-Family Office · Atlanta, GA
$5.5B2
35
Fortis Advisors, LLCActive · 2 in 90d
Multi-Family Office · Wayne, PA
$584M2
36
Tag Associates LLCVerifiedActive · 2 in 90d
Multi-Family Office · New York, NY
$7.1B2
37
Polen Capital Credit, LLCActive · 2 in 90d
Multi-Family Office · Waltham, MA
$6.1B2
38
Avenir CorporationActive · 2 in 90d
Multi-Family Office · Alexandria, VA
$849M2
39
Evergreen Capital Management LLCActive · 2 in 90d
Multi-Family Office · Bellevue, WA
$7.2B2
40
26northActive · 2 in 90d
Multi-Family Office · New York, NY
$32.7B2
41
Invus Financial Advisors, LLCActive · 2 in 90d
Multi-Family Office · New York, NY
$16.5B2
42
Quattro Advisors L.l.c.Active · 2 in 90d
Multi-Family Office · Pittsburgh, PA
$662M2
43
Multi-Family Office · Miami, FL
$648M2
44
Multi-Family Office · New York, NY
$64.9B2
45
Keystone Global Partners LLCActive · 2 in 90d
Multi-Family Office · Denver, CO
$581M2
46
G10 LLCActive · 2 in 90d
Multi-Family Office · Hunt Valley, MD
$4.9B2
47
Callan Family Office, LLCActive · 2 in 90d
Multi-Family Office · Radnor, PA
$10.2B2
48
Capital Investment Advisors, LLCActive · 1 in 90d
Multi-Family Office · Atlanta, GA
$8.2B1
49
Castle Rock Advisors LLCActive · 1 in 90d
Multi-Family Office · Boston, MA
$3.9B1
50
United Advisor GroupActive · 1 in 90d
Multi-Family Office · Cincinnati, OH
$1.4B1

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 →