Family Office Blue Pages

Blue Pages

Welcome to the Family Office Blue Pages, the service provider directory for the family office industry.  Please navigate the following categories to find members of our Family Office Club and registered service providers that have been selected to be featured here.

Featured Spotlights

Add Your Listing: If you are a charter member or current partner of the Family Office Club and you would like to have your listing created in one of these categories or a new category please login to our Charter Membership member area and submit the Blue Pages Submission.  If are not a Charter Member yet and you would like to be listed here please complete your membership application.

Disclaimer: As with any service provider directory please complete your own normal due diligence on each potential service provider there is no way to certify or verify the delivery of service in any of these areas.

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Charter Member Name

Displaying 1 - 25 of 237

Zachary Weishaupt

Director of Investor Relations

Secured Investment Corp

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zweishaupt@securedinvestmentcorp.com

Secured Investment Corp manages two High Yield Private Equity Funds backed by Real Estate assets. Our Fund's income streams consist of loan origination points, interest only payments on our loans, and profits from direct fix and flip opportunities. Secured Investment Corp has a history of generating over 10% as an

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J Damien Scott

COO and SFO Advisor

Bedrock Special Projects

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admin@bedrockspecialprojects.com

Bedrock provides close protection, security, private investigation and cybersecurity specialists worldwide to shield our clients from loss, embarrassment, or harm. Our discreet, white-glove approach supports your security, comfort, and success.

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Bobby Blanco CWS®

Partner & Director of Risk Management and Insurance Planning

Strategic Wealth Advisors

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As a boutique architectural wealth management firm, we work with our clients to conceptualize, design, and build their financial plans to minimize their overall tax exposure. We engage clients in managing their wealth through comprehensive financial planning as well as helping them minimize their long-term investment tax exposure by helping

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Address:

16427 North Scottsdale Road
Suite 403
Scottsdale, AZ 85254
United States
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Jeremy Burton

CEO & Founder

Platform Venture Studio

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We fund and build ESG-focused startups using a data-driven process.

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Bill Bymel

Managing Director

Spurs Capital LLC

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Investment Manager with ten year track record purchasing and resolving sub-performing, non-performing mortgage loans across USA. Focus on residential SFR first liens or trust deeds, but experienced with deal flow in both resi and commercial. Portfolio Manager with offices in Los Angeles, Florida, New York, and Denver.

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Address:

801 Park Avenue Suite 102
Lake Park, FL 33403
United States
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kaylee mcmahon

Founder

The Apartment Queen

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Apartment Capital company focused on bringing more female syndicators, brokers, and principles into commercial multifamily real estate

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Address:

3767
Rockdale Drive
Dallas, TX 75220
United States
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Oleg Gordienko

Co-founder & Partner

Company

Citius

Early and growth stage global investment fund with focus on technology companies. Est in 2018. AUM $100M, IRR 70%+

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Sterling Lund

President

Refuge Investments, LLC

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Providing high-return, low-risk investments, with cash distributions, while making an impactful difference in the lives of families, check out Refuge Investments. Refuge applies its experience to acquire family-focused apartments that deliver strong cash-flow and solid investment returns to our Investors. We do this by providing families a safe, affordable place

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Address:

9120 Double Diamond Parkway #Suite 1910
Reno, NV 89521
United States
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Daniel Mytels

Founder & Managing Director

Salt Creek Capital

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Lower middle market private equity buyout firm operating as an independent sponsor with about $150AUM with a strong track record of delivering >30% CAGR returns (top 15% of all PE firms). Through extensive proprietary sourcing efforts and by evaluating over 5,000 deals per year, we buy operating companies with $1-15MM

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Address:

2055 Woodside Road, Suite 250
Woodside, CA 94061
United States
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Ryan McGovern

Managing Director & Investment Committee Member

Star Mountain Capital

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ryan.mcgovern@starmountaincapital.com

Investing in the Growth Engine of America ® – Star Mountain provides strategic debt and equity capital to established small and medium-sized private businesses that have at least $15 million of revenue or under $30 million of EBITDA and provides early liquidity to investors in lower middle-market private equity and

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Address:

5005 Rockside Road, Suite 600
Cleveland, OH 44131
United States
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David Marra

Managing Partner

Markin Asset Management, LLC

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Markin Asset Management is a systematic investment management firm dedicated to delivering a lower risk path to exceptional returns for its clients by strictly adhering to advanced statistical methods. The firm offers two US hedge portfolios as managed accounts. The portfolios seek provide superior long-term average annualized returns, limited exposure

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Address:

411 Theodore Fremd Ave.
Suite 206 South
Rye, NY 10580
United States
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Michael Corrigan

PARTNER

J&M Business Capital

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At J&M Business Capital, we pride ourselves on sourcing debt financing through both institutional capital markets, and private alternative sources. We lead our clients through a disciplined process to accurately build a pre-finance package that delivers meaningful data. By adhering to such parameters, we can effectively attract multiple lenders and

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Address:

90 Canal Street, 4th Floor
Boston, MA 02114
United States
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James Sison

Co-Founder / Vice President of Business Development

PeriChair

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Company

PeriChair

PeriChair is a patented 4-in-1 bath safety chair that prevents slips, trips, and falls in the home. Designed for home and hospital use, PeriChair combines several single-use products (i.e. toilet assist, bedside commode, shower chair, transfer bench) into one; thus making the bathroom safer and extending independence for Luxury Seniors.

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Address:

2940 W Balmoral Avenue
Chicago, Illinois 60625
United States
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Todd Vandegrift

Managing Partner

EdgeWork Capital

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EdgeWork Capital provides deal flow for family office looking to do direct investments in private placements. All our deals have had third-party due diligence, independent audits, and depending on what Regulation our issuers use, annual and semi-annual reporting is required with the SEC. All this gives the family offices the

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Address:

935 Gravier St
Ste 1059
New Orleans, LA 70112
United States
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Toby Loftin

Founder, Managing Principal and Portfolio Manager

Boone Pickens Capital Fund Advisors (BPCFA)

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BP Capital Fund Advisors (BPCFA) is an SEC-registered RIA, led by a Texas-based team with decades of combined energy investing experience. BPCFA offers its Core Midstream Strategy which seeks to preserve capital and generate sustainable income. The Strategy's universe of companies represent pure midstream energy operating fundamentals agnostic of legal

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Address:

2311 Cedar Springs Rd
Suite 200
Dallas, TX 75225
United States
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Felix Hartmann

Managing Partner

Hartmann Digital Assets Fund

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Hartmann Digital Assets is a multi-strategy crypto asset hedge fund. At our core, we are fundamental thesis driven. Any project that comes across our desk first has to go through rigorous deep dive research before our capital touches it. Then, once we see that it has means to accrue value,

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Address:

751 Park of Commerce Dr
Suite 126
Boca Raton, Florida 33487
United States
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Christian Calusa

CEO & Founder

OPISAS HOLDING INC.

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OPISAS is an international group focused on the U.S. residential real estate market. Since 2008, we have been providing our Clients with stable annual returns as well as capital appreciation over time. Our Clients become the sole owners of real estate portfolios that we identify and fully manage on their

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Address:

217 N. Westmonte Dr Ste 2018
Altamonte Springs, Florida 32714
United States
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Walter John Whitehead

Founder & Managing Director

Hunter Baron

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Company

Hunter Baron

Global Investment Bank with a Middle Market focus, offering services in Debt & Equity Capital Raising, Sell-Side and Buy-Side M&A, and Enterprise Valuations.

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Address:

1230 Rosecrans Ave. Suite 300
Manhattan Beach, California 90266
United States
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Angel Ribo

The CEO Confidant

The CEO Confidant

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Contact me at ☎ (+1) 469.412.6355 ★ 25+ Years Helping Over 1,500 CEOs Globally Accelerate the Growth of Their Business ★ ✔ Want to land your 1st Client anywhere in the World in 90 days or less? ✔ Make Your International Expansion the Motor of your Growth? ✔ Find Additional

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Address:

PO Box 26553 75026
United States
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David C. Raines

Chief Executive Officer

Black Lion Endeavors Corporation

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Hello, I'm David C. Raines, MBA, CEO of Black Lion Endeavors Corporation of Denver, Colorado, I created and founded Black Lion Endeavors as a Limited Liability Corporation (LLC) in September of 2016, although I created all six business concepts in January of 2014, it wasn't until 2019-2020 when I actually

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Address:

P.O. Box 6561 Denver, Colorado 80206
15859 E Jamison Drive #10303
Englewood, Colorado 80112
United States
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Chris D'Acosta

CEO

Swift Fuels, LLC

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We are a privately-held R&D company - we transform abundant / low-cost light-hydrocarbon gases to premium fuels (high-octane gasoline and low-sulfur diesel fuel) thereby earning cash margins 3 to 5X higher than refining crude oil -- and with a smaller CO2 footprint!

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Address:

1435 Win Hentschel Blvd
Suite 205
West Lafayette, IN 47906
United States
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Paul Dugsin

Managing Partner

Raiven Capital

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Raiven Capital is a technology venture capital fund and is based in the US and in Canada. Raiven principals have achieved a 65% IRR and have raised $1B for tech and innovation in the past.

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Fayez Azeez

Founder / CEO

Our Memos LLC

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OurMemos provides telehealth solutions for those with cognitive health issues, particularly Alzheimer's Disease and other dementias. The platform provides real-time data to doctors so they can actively monitor their patients' health remotely. The same platform can be leveraged during clinical trails gathering data from trial participants identifying precisely when /

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Address:

101 Bollen Court
Pennington, NJ 08534
United States
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Hermann Zingg

President

INTER RELATED CORP

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We are vertically integrated real estate development company. Which under its principals’ sheer vision, fearless and decisive action and direction developed over 1,000,000 square feet of different kinds of projects, throughout South Florida, USA. Over the last 23 years and know this area like the palm of our hands and

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Address:

11111 Biscayne Blvd
725
Miami, FL 33181
United States
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Chad Glauser

Founder/PM

Alpine Quantitative Investment Fund

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We are a conservative fund that trades the US Treasury and the S&P 500 with a track record that has a Sharpe ratio 1.02, standard deviation 6.01, and Max Drawdown of 5.5.

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Address:

3033 E 1st Ave Ste 710
Denver, Colorado 80206-1471
United States
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