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Family Offices

120 funds

13F institutional filings: AUM changes, allocations, holdings

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Bessemer Group Inc.

New York, NY

$200B
AUM
1,000
Employees
bessemertrust.com

Iconiq Capital, LLC

San Francisco, CA

$80B
AUM
300
Employees
iconiqcapital.com

Woodbridge Co. LTD

Toronto, ON

$74B
AUM

Connable Office Inc.

Kalamazoo, MI

$52B
AUM

MSD Capital L P

New York, NY

$31B
AUM

Soros Fund Management LLC

New York, NY

$28B
AUM
200
Employees
sorosfundmgmt.com

Pathstone Holdings, LLC

Englewood, NJ

$25B
AUM
300
Employees
pathstone.com

Stonehage Fleming Financial Services Holdings LTD

St. Helier, Jersey

$22B
AUM

Whittier Trust Co.

South Pasadena, CA

$20B
AUM
150
Employees
whittiertrust.com

Whittier Trust Co. of Nevada Inc.

Reno, NV

$20B
AUM
140
Employees
whittiertrust.com

Jordan Park Group LLC

San Francisco, CA

$18B
AUM
7
Employees
jordanpark.com

Brandywine Trust Co.

Hockessin, DE

$15B
AUM

ST. Louis Trust Co.

St. Louis, MO

$13B
AUM
71
Employees
archbridge.com

Pitcairn Co.

Jenkintown, PA

$11B
AUM
113
Employees
pitcairn.com

Twin Focus Capital Partners, LLC

Boston, MA

$8B
AUM
37
Employees
twinfocus.com

Bollard Group LLC

Boston, MA

$7B
AUM
23
Employees
bollard.com

Briar Hall Management LLC

Chicago, IL

$6B
AUM
2
Employees
briarhall.com

Sepio Capital, LP

San Francisco, CA

$6B
AUM
24
Employees
sepiocap.com

Glenview Trust Co.

Louisville, KY

$6B
AUM

Callan Family Office, LLC

Radnor, PA

$5B
AUM

HPC Germany GMBH & Co. KG

Potsdam, Germany

$5B
AUM
10
Employees
hpcgmbh.com

Sentinel Trust Co. Lba

Houston, TX

$5B
AUM

Freemont Capital PTE LTD

Singapore, Singapore

$5B
AUM

Nixon Peabody Trust Co.

Boston, MA

$4B
AUM

Duquesne Family Office LLC

New York, NY

$4B
AUM
50
Employees
duquesne.com

LHM, Inc.

Sandy, UT

$4B
AUM
1,000
Employees
lhm.com

Pennington Partners & Co. LLC

Bethesda, MD

$4B
AUM

Proficio Capital Partners LLC

Newton, MA

$4B
AUM
21
Employees
proficiocap.com

Cooperman Leon G

Boca Raton, FL

$4B
AUM

Manchester Capital Management LLC

Manchester, VT

$4B
AUM
36
Employees
mcmllc.com

Biltmore Family Office, LLC

Charlotte, NC

$3B
AUM

Stokes Family Office, LLC

New Orleans, LA

$3B
AUM

Permanens Capital L.P.

New York, NY

$2B
AUM
24
Employees
permcap.com

Breed's Hill Capital LLC

Boston, MA

$2B
AUM

Fiduciary Counselling Inc.

Saint Paul, MN

$2B
AUM
92
Employees
fidcouns.com

Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma

Boston, MA

$2B
AUM
57
Employees
lwcotrust.com

Schusterman Interests, LLC

Tulsa, OK

$2B
AUM
165
Employees
schusterman.org

Boston Family Office LLC

Boston, MA

$2B
AUM
18
Employees
bosfam.com

Okabena Investment Services Inc.

Minneapolis, MN

$2B
AUM
18
Employees
okabena.com

Turtle Creek Wealth Advisors, LLC

Dallas, TX

$2B
AUM

Chai Trust Co. LLC

Chicago, IL

$2B
AUM
60
Employees
chaitrust.com

Avalon Trust Co.

Santa Fe, NM

$1B
AUM
18
Employees
avalontrust.com

Asset Management Advisors, LLC

Winter Park, FL

$1B
AUM

Overbrook Management Corp.

New York, NY

$1B
AUM
30
Employees
overbrook.com

Allie Family Office LLC

Miami, FL

$1B
AUM
10
Employees
allie-intl.com

Petrus Trust Company, Lta

Dallas, TX

$1B
AUM

Standard Family Office LLC

Sioux Falls, SD

$977M
AUM

Sequent Asset Management, LLC

Houston, TX

$973M
AUM

Tarbox Family Office, Inc.

Newport Beach, CA

$967M
AUM
8
Employees
tarbox.com

One Madison Group LLC

New York City, NY

$948M
AUM
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