Wednesday, July 29, 2026

Family Office Real Estate Daily · Family Office Directory

New York Family Offices

105
Firms
$1.41T
Total tracked AUM
$419.5B
Largest single firm
104 / 1
Multi / Single

Largest by reported AUM in New York: BNY Mellon Investment Adviser, Inc..

Reveal direct contact details

Verify your email to unlock direct emails & phone numbers for the 50 reachable firms on this page. Free — we just confirm you’re a real person.

FirmAUMContactSite
Hollow Brook Wealth Management LLC1 Form D
Multi-Family Office · Katonah
Last private placement: VSS Structured Capital IV, L.P. · 2021-11-10
$1.4B Phonevisit
Newlight Partners LP22 Form D
Multi-Family Office · New York
Last private placement: Newlight Technologies, Inc. · 2023-08-03
$1.3B Email + phonevisit
River Partners Capital Management, LPActive · 3 in 90d
Multi-Family Office · New York
$1.3B Phonevisit
New Legacy Group, LLCActive · 2 in 90d
Multi-Family Office · New York
Last private placement: New Legacy Opportunity Fund II, LP · 2026-05-18
$1.3B Email + phone
Madison River Capital LLC6 Form D
Multi-Family Office · New York
Last private placement: Madison River Capital I-B, L.P. · 2024-07-08
$1.3B Email + phonevisit
Kelleher Financial Advisors, LLC
Multi-Family Office · New York
$1.2B Email + phonevisit
Overbrook Management CorporationActive · 1 in 90d
Multi-Family Office · New York
Last private placement: Overbrook Core Equity Fund, LP · 2026-06-24
$1.1B Email + phone
Petiole USA Limited
Multi-Family Office · New York
$1.1B Phone
Odeon Capital Advisors LLCActive · 2 in 90d
Multi-Family Office · New York
Last private placement: Battery Mineral Resources Corp. · 2026-06-18
$967M Phonevisit
Independent Family Office, LLC
Multi-Family Office · Albany
$760M Email + phone
Sc Management LLC33 Form D
Multi-Family Office · New York
Last private placement: LR Founders, LLC · 2025-02-06
$733M Email + phone
Eagle Bay Family Office
Multi-Family Office · New York
$681M Email + phonevisit
Castle Harlan, Inc.10 Form D
Multi-Family Office · New York
Last private placement: Castle Harlan AES Partners, L.P. · 2026-03-09
$678M Phonevisit
Stone Temple Partners LLCActive · 1 in 90d
Multi-Family Office · New York
$669M Email + phonevisit
Blue Owl Strategic Equity Advisors LLC16 Form D
Multi-Family Office · New York
Last private placement: Blue Owl Strategic Equity Partners LP · 2025-12-29
$614M Email + phone
Central Family Advisors, LLC
Multi-Family Office · New York
$608M Phonevisit
S.e.e.d. Planning Group, LLC
Multi-Family Office · Binghamton
$568M Email + phone
Equinum, LLC
Multi-Family Office · Brooklyn
$566M Phone
Sq Capital LLC
Multi-Family Office · New York
$556M Email + phonevisit
Andalusian Credit Partners, LLC
Multi-Family Office · New York
$541M Email + phonevisit
New Silk Route
Multi-Family Office · New York
$532M Email + phone
Idb Lido Wealth, LLC
Multi-Family Office · New York
$478M Email + phonevisit
Sicart Associates, LLC
Multi-Family Office · New York
$455M Email + phone
Eyre Street Capital
Multi-Family Office · New York
$367M Email + phonevisit
Innovative Private Wealth Management Inc.
Multi-Family Office · Somers
$367M Email + phone
Domani Advisors
Multi-Family Office · New York
$363M Email + phonevisit
325 Capital
Multi-Family Office · New York
$338M Email + phonevisit
Parkview US LLC
Multi-Family Office · New York City
$312M Phonevisit
Adalta Capital Management LLC
Multi-Family Office · New York
$306M Email + phonevisit
Gf Capital Asset Advisors, LLC
Multi-Family Office · New York
$288M Phonevisit
Kuramo Capital Management, LLC
Multi-Family Office · New York
$258M Email + phone
Lionshead Wealth Management, LLC
Multi-Family Office · New York
$230M Phone
Lonetree Capital, LLC
Multi-Family Office · New York
$229M Email + phonevisit
Iadvise Partners
Multi-Family Office · New York
$224M Email + phonevisit
Capital Preservation Partners, Inc.
Multi-Family Office · Bronxville
$222M Phonevisit
Mb Family Advisors
Multi-Family Office · New York
$204M Phone
Five Eleven Partners
Multi-Family Office · Garden City
$163M Email + phonevisit
Cavalcade Capital LLC
Multi-Family Office · New York
$150M Email + phonevisit
Onewelth Inc.
Multi-Family Office · New York
$102M Phonevisit
Weatherhelm Capital Management LLC
Multi-Family Office · Cambridge
$91M Email + phonevisit
Yearwood Young Advisors
Multi-Family Office · Brooklyn
$87M Email + phonevisit
Private Equity Investors, Inc.
Multi-Family Office · New York
$85M Phonevisit
Double Duty Money Management LLC
Multi-Family Office · New York
$84M Phonevisit
Abernathy Group II LLC
Multi-Family Office · New York
$80M Email + phonevisit
Minerva Wealth Advisory
Multi-Family Office · New York
$80M Email + phonevisit
Azura Partners US LLC
Multi-Family Office · New York
$71M Email + phonevisit
Fiduciary Management Group, LLC
Multi-Family Office · New York
$71M Email + phonevisit
Innovative Family Office LLC
Multi-Family Office · Somers
$66M Phonevisit
Bpbi LLC
Multi-Family Office · New York
$51M Phone
Mavros Capital Management, LLC
Multi-Family Office · New York
$32M Email + phonevisit

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.