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 45

Jacob Yocum

Senior Analyst

Chicago Equity Advisors

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Chicago Equity Advisors (CEA) is an emerging hedge fund manager founded in 2011. The firm uses a long/short long-bias equity strategy, which deploys an option overlay component to supplement overall yield. CEA opened to outside investors in 2016 and operates Chicago Equity Advisors Fund 1 (CEA Fund 1) and one

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Address:

650 E Algonquin Rd
Suite 350
Schaumburg, IL 60173
United States
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James P. Sison

Founder

JPS Strategic Fundraising Group LLC

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james.sison@berkeley.edu

MATCHING GOOD PEOPLE TO GOOD PROJECTS I love bringing new products to life and investing in early-stage companies. I am interested in connecting with like-minded investors and entrepreneurs looking to build their network through high-leverage investments.

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Address:

7084 Friars Road
Suite 433
San Diego, CA 92108
United States
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James Denito

President

Deep Green Energy, LLC

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james.denito@deepgreenone.com

dba Deep Green One Energy Opportunity Fund®, partners with a growing R&D team of 8 engineers in Cody Wyoming developing an industry changing technology in multi-stage water hydraulic fracking of oil and gas wells. This E-Stim patented process is expected to increase yields from hydrocarbon reserves unheard of in the

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Address:

408 N Allen Dr
Allen, Texas 75013-2500
United States
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Jesse Ryan

Chief of Staff

Odyssean Digital Asset Management

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Odyssean is a cryptocurrency hedge fund that employs quantitative and systematic market-neutral arbitrage strategies using our proprietary low-latency order execution management system, to achieve superior risk-adjusted returns. At the time of posting, we have a Sharpe ratio of 3.02 and 10 month total return of 68%.

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Address:

Virgin Islands, British
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James P. Sison

Co-Founder

PeriChair

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Company

PeriChair

Investor. Entrepreneur. Philanthropist. Live/work in Chicago and San Diego. Contact me if you're looking to talk about: Charitable gift planning. Investment due diligence. Special projects. Looking to expand my network in California, Florida, Texas

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Address:

2940 W Balmoral Avenue
Chicago, Illinois 60625
United States
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Jerry McGaughy

Managing Director

Epic Community Impact Fund

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Epic Community Impact Fund, a community development entity (CDE), is an Atlanta based diversified asset manager and real estate private equity firm. We have significant knowledge and experience relating to real estate private equity, commercial lending, community development, and asset management.

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Address:

430 Plasters Avenue, N.E.
Suite 100 Atlanta
United States
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James Tulin II

President & Chief Operating Officer

Oxford Hounds Inc.

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Direct to Consumer men's lifestyle apparel and accessories firm.

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Address:

United States
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John Thomson

CEO and Founder

Company

Valei

Valei provides luxury home services to ultra high net worth American families. From Property Management to our award-winning Housekeeping and Home Concierge Services Valei is #1. Download the Valei App for free from the Apple App Store.

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Address:

40101 Monterey Avenue
Ste B1 #416
Rancho Mirage, CA 92270
United States
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Joel Steinberg

VP Finance & CFO

CareCru Incorporated

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jsteinberg@stonebridge-partners.com

AI driven SaaS provider of patient engagement, workflow automation and business analytics to the dental industry.

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Address:

200 - 152 West Hastings Street
Vancouver, British Columbia V6S 1L4
Canada
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Jermaine Chaney

FOUNDER, CONNECTOR

Chaney Financial Group LLC

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jchaney@chaneyfinancialgroup.com

Chaney Financial Group LLC was founded in 2004 by Jermaine Chaney. We help business owners, accredited investors, and entrepreneurs create custom financial solutions to fit their needs, opportunities, and situation. Current service platform include alternative investments, life settlements, premium finance and commercial lending solutions. Our focus is making plays that

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Address:

6678 Guion Road
Indianapolis, IN 46268
United States
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Jane Arthur Roslovic

Managing Partner

Treplus Communities

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jarthur@trepluscommunities.com

Developing a National Brand platform of Active Adult Multi-family Housing.

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Address:

1515 Lake Shore Drive
Ste.225
Columbus, Ohio 43204
United States
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Jonathan H Pappie

CEO

VX Global Inc.

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Investment Marketing firm that utilizes a Finra Vendor approved backbone for Rule C and a private portal for standard Reg D and Reg A offerings. VX Global provides complete preparation and follow on services with access to up to 300 C-Level professionals.

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Address:

4012 South Rainbow
Las Vegas, NV 89103
United States
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Jerry Boyette

Director, Investor Relations

ZINC Financial Inc.

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Founded in 2006, ZINC Financial, Inc. is a Fresno, California-based and licensed specialty lender that originates private money loans to individuals in the real estate rehab and resale business. ZINC also manages an investment platform that provides exposure to these underlying private money loans typically only reserved for Institutional investors.

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Address:

1525 E. Shaw Ave.
Fresno, CA 93710
United States
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John Clifford

Managing Director

Conrad Family Office.

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We are an independent multi-family office based in London, providing HNW and UHNW clients & families with a range of corporate and personal services. Our family office represents both UK and international families, often being described as our families’ eyes and ears, whether in London or indeed anywhere else in

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Address:

34
Queen Anne Street
London W1G 8HE
United Kingdom
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Jermaine Chaney

FOUNDER, CONNECTOR

Chaney Financial Group LLC

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jchaney@chaneyfinancialgroup.com

Chaney Financial Group LLC was founded in 2004 by Jermaine Chaney. We help business owners, accredited investors, and entrepreneurs create custom financial solutions to fit their needs, opportunities, and situation. Current service platform include alternative investments, life settlements, premium finance and commercial lending solutions. Our focus is making plays that

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Address:

6678 Guion Road
Indianapolis, IN 46268
United States
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Jerry Goodreau

VP Investor Relations

James Management Group

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Multi-Family sponsor and operator of 20 properties with 2850 units. 15 years experience in buying, rehabbing over 4400 units apartments all within the midwest. Areas of growth will be KY, OH, and TN.

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Address:

21 S Rangeline Rd, Suite 300a
Carmel, IN 46032
United States
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Jason Tropf

Founder

Cannabis10x Investment Opportunities

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Premium Brands Pitch Investors, Buyers & Strategic Partners.

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Address:

Tampa
United States
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Jose Ramos

CEO

O2G Ventures dBA Kin-Keepers.com

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Cognitive Computing Platform - We use AI/ML to make the utterances of those suffering Alzheimer's or forms of Dementia, understood. The solution arrives in the form of a Smart Parrot that makes their words intelligible. 80%of people with dementia live in their homes or with family, and 25 percent live

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Address:

5537 Summer Creek Way
Glen Allen, Virginia 23059
United States
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Josh Kimbrough

Co-Founder

INHDC | Community Backers

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International Native Humanitarian Development Corporation Family Office valued Investment Firm primarily focused in the space of Mergers & Acquisitions (M&As), Social Impact Investments, & Global Economic Development Corporation (GEDC).

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Address:

99 Wall St. New York
United States
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Jermaine Chaney

FOUNDER, CONNECTOR

Chaney Financial Group LLC

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jchaney@chaneyfinancialgroup.com

Chaney Financial Group LLC was founded in 2004 by Jermaine Chaney. We help business owners, accredited investors, and entrepreneurs create custom financial solutions to fit their needs, opportunities, and situation. Current service platform include alternative investments, life settlements, premium finance and commercial lending solutions. Our focus is making plays that

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Address:

6678 Guion Road
Indianapolis, IN 46268
United States
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Jamal Qureshi

Founder & CEO

Svalbarði Polar Iceberg Water

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Ultra-premium water sourced from icebergs at 78° north to help save our arctic home.

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Address:

Vei 619.1
Longyearbyen 9170
Norway
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Jon Astore

Founder, Chairman & CEO

Unittus, Inc.

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Unittus (pronounced: “unite us”) is a early stage venture in beta phase introducing a multi-patented protected Public People Search Directory to "Find...or be Found" by name or keyword attributes. Thus creating the 21st Century people discovery and connection digital platform. Its mission is to instantly connect people by discovery, common

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Address:

Florida Sarasota
United States
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Jermaine Chaney

FOUNDER, CONNECTOR

Chaney Financial Group LLC

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jchaney@chaneyfinancialgroup.com

Chaney Financial Group LLC was founded in 2004 by Jermaine Chaney. We help business owners, accredited investors, and entrepreneurs create custom financial solutions to fit their needs, opportunities, and situation. Current service platform include alternative investments, life settlements, premium finance and commercial lending solutions. Our focus is making plays that

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Address:

6678 Guion Road
Indianapolis, IN 46268
United States
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John Clifford

Managing Director

Conrad Family Office

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We are an independent multi-family office based in London, providing HNW and UHNW clients & families with a range of corporate and personal services. Our family office represents both UK and international families, often being described as our families’ eyes and ears, whether in London or indeed anywhere else in

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Jeff Brown

Managing Partner

Loma Homes

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Company

Loma Homes

Loma Homes is a vacation rental company that specializes in EXPERIENCES. We are on a mission to raise the bar on vacation rentals and build a brand that travelers trust. We do this through impeccable design, reliable operations, and obsessive customer service.

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Address:

364 N 800 E
Pleasant Grove 84062
United States
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