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 - 7 of 7

Tim Hoerr

Founder and CEO

Serra Ventures, LLC

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Serra Ventures, LLC is a professional fund management and advisory firm offering a comprehensive suite of services to portfolio companies and selected other clients. The firm manages a series of early stage technology funds, with approximately $100M in AUM. Serra Ventures’ managing members bring decades of business experience spanning multiple

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Address:

520 N NEIL ST
STE 510
CHAMPAIGN, IL 61820
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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Tad Lagestee

CEO

Company

GAIN

Real Estate and Renewables Investments www.gainrenewables.com www.gaincre.com

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Tyler Dalton

Family Office Services

Cohen & Company

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We know how important it is for high-net-worth families to cement their legacy. Our professionals work closely with you, your entire family and your advisors to provide personalized solutions that support your overall objectives now and for future generations. With 30 years of experience and the right expertise, our team

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Address:

1350 Euclid Ave
Suite 800
Cleveland, Ohio 44115
United States
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Thomas Casper

Managing Director - Investor Relations

Pintar Investment Company

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We are a decade old real estate investment firm focusing on core plus SFR in our legacy fund and build to rent SFR/MFR in our OZ fund. Our core approach to investing and portfolio management is Preserve, Protect and Grow our investing partners assets. We have aligned the company's interest

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Address:

1934 Hammerlin Ave
Winter Park, Florida 32789
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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Tim Arnold

Partner

Set Wave Capital

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Set Wave Capital is a Los Angeles, CA based lower middle-market private equity firm with substantial entrepreneurial experience at the GP level. Our mission is to deliver value by transforming growing businesses through strategic investment in people, process and technology. ​ Set Wave partners with business owners and operators to

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Address:

8117 W Manchester Ave
Suite 194
Los Angeles, CA 90293
United States
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