Data and Profiles Drawn from AdvizorPro’s Continuously Updated Database of 4,100+ U.S. Family Offices

As the number of family offices in the United States continues to grow, asset managers, wealth-tech platforms, and private-market participants increasingly rely on accurate, up-to-date data to understand this influential segment of the private wealth landscape. Despite their scale and expanding impact, reliable information on family offices has historically been fragmented and difficult to access.

AdvizorPro helps bridge that gap with a continuously updated dataset of more than 4,100 verified U.S. family offices, including decision-maker contacts, investment focus areas, and multi-asset allocation behavior. Our family office intelligence is refreshed daily and expands as new firms are created, restructured, or identified through public and private disclosures.

Family offices today operate with institutional sophistication - allocating across private equity, venture capital, real estate, public markets, natural resources, and alternatives - while maintaining deeply personalized governance structures and long-horizon investment philosophies. Their strategies often blend professionalized research with family values, generational planning, and active partnership models.

To illustrate the diversity and depth of this ecosystem, we’re highlighting several representative family offices from our dataset. These examples showcase the wide range of structures, investment styles, and thematic preferences seen across modern private wealth firms.

*All insights are based on data as of November 17th, 2025.

Representative Single Family Offices

Kurtosis LLC

Kurtosis LLC, founded in 2024 and headquartered in Los Angeles, operates as a single-family office for founder Jack Kurtz. The firm blends institutional-grade research with long-horizon planning, focusing on sustainable returns generated through direct investments and partnerships with external managers.

Kurtosis deploys capital across private equity, venture capital, and public equity, with geographic reach across North America, Europe, and Asia Pacific. Sector interests span financial services, software, health care equipment, pharmaceuticals, life sciences, biotechnology, and technology hardware - reflecting a disciplined, earnings-driven investment approach.

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Momentis

Momentis, founded in 2025 and based in Omaha, serves as the family office of Omani and Jeanie Carson. The firm emphasizes the transformation of stored wealth into “active energy” supporting conscious leadership and long-term impact.

With a strong focus on personalized advisory, family governance, and multigenerational planning, Momentis invests primarily in real estate across North America. Additional interests include real estate development, financial services, software, technology hardware, and media and entertainment - reflecting a values-driven, relationship-oriented philosophy.

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Fulton Asset Management

Fulton Asset Management, launched in 2025 and headquartered in Chicago, is designed as a family office and investment platform dedicated to building long-term enterprise value. Focused on the U.S. industrial sector, Fulton identifies opportunities across aerospace, manufacturing, infrastructure, and defense. The firm invests in private equity and natural resources with a North American lens, and maintains sector interests in real estate, capital goods, and materials. Its model blends operational expertise with patient capital to drive sustainable growth.

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Blanck Capital

Blanck Capital, based in New York and founded by Jason K. Blanck, invests across real estate, public and private equities, venture-backed startups, and select emerging markets. The firm allocates across private equity, venture capital, and public equity with exposure in North America and key global growth regions. Its broad sector footprint includes real estate, capital goods, software and services, food and beverage, consumer discretionary, and tobacco. Blanck Capital’s approach is flexible, opportunistic, and focused on identifying high-potential companies across multiple asset classes.

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N5B

N5B, founded in 2021 and headquartered in Southlake, provides patient, flexible capital to partners aligned with the firm’s values and long-term orientation. With investment activity spanning private equity, venture capital, and natural resources, N5B focuses primarily on North American opportunities. Sector interests include real estate, healthcare, financial services, pharmaceuticals, life sciences, media, entertainment, legal services, and consumer businesses. Led by wealth creators Mark and Robyn Jones, N5B emphasizes operational value, partnership discipline, and multi-generational stewardship.

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Bringing more visibility to the modern family office ecosystem

As the family office landscape expands, high-quality intelligence has become essential for asset managers, service providers, and capital partners seeking to engage effectively with private wealth decision-makers. The profiles above highlight only a small sample of the firms shaping today’s family office environment - each blending institutional techniques with flexible, long-term capital.

AdvizorPro’s 4,100+ family office database continues to grow and evolve daily, offering unmatched visibility into:

• Verified family office contacts and decision-makers
  
  
• Direct investing behavior
  
  
• PE/VC/thematic participation
  
  
• Real estate deal patterns
  
  
• Sector and asset-class preferences
  
  
• Cross-platform advisor affiliations
  
  

For deeper insights into the private wealth ecosystem, explore our Advisor Demographics Report or study market level patterns in the Mid Year RIA Growth Update. For teams refining segmentation and outreach across family offices and RIAs, the AI List Matching for RIA Prospecting guide offers a deeper understanding of how to target more effectively.

If you’re looking to access verified family office profiles, real-time data, and investment intelligence to strengthen your distribution and partnership strategies, AdvizorPro can help your team stay ahead.

Start your free trial and unlock real-time intelligence across the private wealth ecosystem.

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