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 26

Shane Carter

CEO

Community Investment Properties

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We have a combined 35+ years analyzing, underwriting, acquiring, renovating and managing value-add multifamily assets. Our focus is B and C class, value-add, $20M-$100M size assets in the South. Our strict underwriting protocols ensure an asymmetrical risk profile for our investments.

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Address:

Po Box 185
Deerfield, NH 03037
United States
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Suraj Jagannathan

Strategic Partner

Trinity Investors

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Trinity Investors is a $6 Billion AUM Private Equity Firm focused, 80% on Real Estate and 20% Operating Companies with a $2-10mm EBITDA. We are not a fund and do seperate deals (SPE) for each deal. We do ~30 investments per year. We are market agnostic and shift as the

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Address:

925 S. Kimball Ave Ste 100
Southlake, Texas 76092
United States
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Shemori BoShae

Capital Partner

Newport Beach Tech Acquisitions

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A California based, private holding company and game-changing tech incubator on a mission to fund and foster the development of impactful technology for the future!

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Address:

260 Newport center Dr. Newport Beach
United States
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Simon Islam

Managing Director

Growth NY Properties

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We come from a background of 18 years of IT Consulting services and have catered to multiple Fortune 500 companies in New York. Our consulting company has grown from a mere $300,000 to $8 million in 2019. Over the last 3 years we have diversified immensely into Real Estate Property

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Address:

1460 Broadway
New York, NY 10036
United States
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Scott Wright

President

Liberty Commercial Capital Inc

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Liberty Commercial Capital Inc offers commercial loans and lines of credit for businesses and start up. We specialize in helping businesses find funding for growth and expansion opportunities.

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Address:

40 Executive Drive Suite B
Carmel, IN 46032
United States
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Sean Valley

Co Founder/ Director

Lanniup Consulting

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The primary mandate of said company, is to source and subsequently develop avenues by which West Africa, the Wider Caribbean Basin and, subsequently the Americas can develop greater economic and trade relations with each other during the first decades of the 21st century.

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Address:

46 Dolphin Court
Westmoorings
Port of Spain, NA NA
Trinidad and Tobago
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Steve Hepner

Senior Director of Business Development

Private Jet Service Group (PJS)

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Private Jet Services is an FAA certified Charter operator, advisory firm and North America's largest boutique brokerage. We support corporations who utilize private aircraft for both professional and personal purposes. We have the privilege of flying Fortune 500 Corporations, Grammy Award winning artists and professional sports teams. Private Jet Services

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Sheryl Anne Morehead

Managing Director, Capital Markets

Sunstone Properties Trust

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Founded in 2012, Sunstone is an owner, operator, and fund manager of multifamily real estate assets. Headquartered in Southern California, Sunstone specializes in value-add, opportunistic Workforce Housing, and in developing Workforce Housing, in secondary and tertiary markets located in US Sunbelt states.

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Address:

2820 Townsgate Road
Suite 207
Westlake Village, CA 91361
United States
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Susanna Lindeque

Founder and President

Company

Avestix

Avestix is an Asset Management Company, focus on multifamily apartments, commercial real estate, technologies, private equity and public markets. We seek to leverage disruptive and innovative technologies to maximise opportunities, potential and performance based on ESG principles. The investment objective of Avestix is simple – buy assets and securities that

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Address:

700 S. Rosemary Ave., Suite 204/114 West Palm Beach
United States
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Sajay Marni

CEO

Edison Electra Private Limited

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Electric Mobility, ROBO TAXIS, Autonomous Vehicles

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Address:

41889 Dublane Place
Ashburn, Virginia 20148
United States
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Solomon Thomas

Managing Member

Thomas Management Real Estate Group II LLC

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Thomas Management Real Estate Group operates as a real estate investment company. The company identifies, acquires and manages income producing properties that provide opportunities for investors to preserve capital investments, collects cash distributions and future capital appreciations of assets.

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Address:

8 The Green
Suite R
Dover, Delaware 19901
United States
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Sam Vaghani

TBL Fundraising

Synergy Capital LLC

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Capital Raising Services for Triple Bottom Line Funding.

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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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Samir Bhatt

Managing Director

SHB Advisors

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Company

SHB Advisors

SHB Advisors offers investment management and advisory services. The firm is registered as an investment adviser and a commodity trading advisor.

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Address:

1050 30th St NW
Washington, DC 20007
United States
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Stephen Ellis

Managing Director

Stratford-Cambridge Group

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We offer the Private Equity class of investments to Family Offices on a deal by deal basis rather than through a fund. Therefore there is no "blind pool" investing and fees are paid by the operating company rather than by the investor directly.

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Address:

801 West Ann Arbor Trail Rd.
St. 235
Plymouth, MI 48170
United States
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Steve Cannon

Owner

WC Equity LLC

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We are an equity firm raising between $3-$5MM per opportunity. We represent one client. Nelson Development and Construction. Senior/Assisted Living Only See website for current opportunities

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Address:

8550 Hickman Road
Clive, IA 50325
United States
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Sanjay Hegde

Founder/ President

Blue Ring Investors LLC

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At Blue Ridge Investors LLC, we team with seasoned investors to buy investment-grade commercial real estate and we seek relationships with sophisticated investors who wish to join our investment groups. We focus on high-performing multifamily properties, senior housing and student housing in carefully selected emerging markets within USA.

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Sina Sabeti

CEO

Next Page Funding

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3 sister companies put together to cover real estate, finance and construction as all in one solution. Next Page Funding Next Page Realty Next Page Construction We are focused on creating investment opportunities around real estate. Since April 2019 we have finished 24 projects as of January 2021 and continue

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Address:

7702 E Doubletree Ranch Rd
Suite 300 Scottsdale
United States
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Stewart Heath

CEO

Harvard Grace Corporation

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Please upload a professional picture of yourself
stewart.heath@harvardgrace.com

Harvard Grace provides administrative and financial services to businesses and real estate projects.

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Address:

220 Town Center Parkway, Suite 100
Spring Hill, Tennessee 37174
United States
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Simon Restrepo

PARTNER - INVESTMENT BANKER

ONETOONE CORPORATE FINANCE

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ONEtoONE Corporate Finance Group is an International Investment Bank with offices all around the world specialized in M&A advisory, serving the lower-middle-market and the middle-market. Our Mission is to help the business owner maximize the value of his life work and transform the Investment Banking world into a 100% customer-centric

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Address:

CALLE 9A SUR NR 37 - 69 MEDELLIN
Colombia
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Susan Lindeque

President and Founder

Avestix Group

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Connecting Opportunities with Capital Dedicated to Nurturing Innovation. Avestix is not your traditional asset manager. We seek to leverage disruptive and innovative technologies to maximize opportunities, potential and performance based on ESG Principles.

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Address:

2111 RESTON CIR 603-604
ROYAL PALM BEACH, Florida 33411-6111
United States
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Steve Kreitzberg

Founder and President

Phoenix Industrial Redevelopment, LLLC

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stevek@phoenixindustrialredevelopment.com

We acquire, renovate and hold small-bay multi-tenant industrial properties in select markets nationwide. We have a private debt program that allows high net worth individuals to invest their capital with us in an Income Note, Growth Note, or Tax Advantaged Note. We employ this private capital and institutional capital to

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Address:

975 SE Sandy Blvd Suite 200
Portland, OR 97214
United States
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Steve Clute

CEO

Leadergized

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Company

Leadergized

Leadergized delivers highly qualified leadership and support for start-up, small, and mid-size businesses on a no risk basis. We began when people came looking for help and we delivered. Over a couple of decades of innovation, growth, and expansion we have become a globally connected network of veteran leaders. Our

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Address:

4940 W 77TH ST
EDINA, MN 55435
United States
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Sharon Hwang

Partner

MSP Sports Capital

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sharon@mspsportscapital.com

Sports private equity fund

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Serhat Cicekoglu

Founder & CEO

Sente Foundry, LLC

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Sente is a global early-stage technology investment firm focused on four domains: mobility, human essentials, urban solutions, and industrial solutions. Sente has made 25 investments across 16 countries in these domains. Sente is also known as a "CVC as a Service" partner to several global multinational groups. Sente is headquartered

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Address:

222 W. Merchandise Mart Plaza
Suite 570, (c/o) the Connectory
Chicago, Illinois 60654
United States
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