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 301 - 323 of 323

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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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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Karen Gordon-Brown

Founder and CEO

Cottages Capital Investment Group

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The Cottages Capital team together has over 40 years experience in residential real estate, assisted & senior living and care giving, however, our focus has shifted. Having witnessed the economic destruction of communities by the loss of housing, the normalization of tent cities, and general indifference of it all, it

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Address:

Cottages Capital Investments Group
344 Thomas L Berkley Way, 3F
Oakland, CA 94612
United States
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Carly Hoeler

Senior Vice President - Head of Business Development

Ashford Inc.

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choeler@ashfordsecurities.com
Company

Ashford Inc.

Ashford (NYSE American: AINC) is an alternative asset management company with a portfolio of strategic operating businesses that provide asset management, investment management and related services to the real estate and hospitality sectors. Ashford's principals have a long track record of success and many years of experience investing and operating

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Address:

Ashford Securities LLC
Suite 780
Dallas, Texas 75254
United States
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Chris Carsley

CIO and Managing Member

KIRKLAND CAPITAL GROUP LLC

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chriscarsley@kirklandcapitalgroup.com

Kirkland Capital Group is the Manager of the Kirkland Income Fund. A micro/small balance CRE bridge financing fund. Fund focuses on 250K to 1 million notional bridge loans. Terms of loans are 3 to 12 months. All loans are first lien and full recourse.

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Address:

1411 4TH AVE
SUITE 1000
SEATTLE, Washington 98101
United States
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David Mandel

Managing Partner

Emerging Ventures Fund

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Southern California based early-stage Venture Capital fund investing in emerging technologies. Specifically designed to scout the many university and other research labs, accelerator and incubator programs, finding the most promising start-ups in hard-science and tech, and active as a scout for other VC's, and family offices. We do the work,

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Address:

23679 Calabasas Rd 533
Calabasas, CA 91302
United States
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Alan Lewis

Co-Founder & Chief Investment Officer

DiversyFund, Inc.

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DiversyFund is a fintech company that is changing the way everyday investors access wealth-building opportunities that previously were limited to the ultra-wealthy. We operate a tech and data-driven investment platform that is fully-automated, with a focus on investment knowledge content. We enable investors throughout the U.S. to diversify their portfolios

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Address:

750 B Street, Suite 1930
San Diego, California 92101
United States
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Brian

Founder

Company

DFS Ops

Hedge Fund Software * Invest Deal Flow Dashboard * Calendar Appointments * Fund Reporting Securely to Investors * Due Diligence Standardization Controls * Multi-Fund Management * Database Integrations - Brokerage / Fund Data * Family Office Member Payments * Private Equity Fund Company Submission Management

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Address:

189 McGarry Drive
Kitchener, Ontario N2N1G3
Canada
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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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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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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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Don Keysser

Chief Financial Officer and Board Director

Enova Illumination

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Our mission is “to help doctors see better so that they perform better”.

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Address:

1717 Broadway St. NE
Minneapolis, Minnesota 55413
United States
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Andrew Brydon

Senior Manager, Family Office Services

Company

MNP LLP

National in scope and local in focus, MNP is one of Canada’s leading professional services firms — proudly serving individuals, businesses, and organizations since 1958. Through the development of strong relationships, we provide client-focused accounting, consulting, tax, and digital services. Our clients benefit from personalized strategies with a local perspective

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Address:

111 Richmond St. W
Suite 300
Toronto, Ontario M5H2G4
Canada
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Brian Jones

Partner

Windmill Capital Management, LLC

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bjones@windmillcapitalmanagement.com

Windmill Capital Management is a leading capital adviser to clean energy project developers. Our affiliate, Windmill Capital Adviser LLC, is an asset manager specializing in commercial and industrial renewable energy funds.

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Address:

655 Oak Grove Avenue, Suite 1103
Menlo Park, CA 94026
United States
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Evan T Lowe

CEO/Founder

Bevan Family Limited Partnership/Bevan Capital LLC

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evan.lowe@bevanproperties.com

Our investment firm unlocks the hidden value in scattered site portfolios. Over 70 % of these units are currently managed/owned by " mom and pops". With the multifamily space very crowded, we are have turned to acquiring large portfolios of existing scattered sites and new construction build to rent projects.

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Address:

442 W Washington Blvd
Grove City, Pennsylvania 16127
United States
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Francisco Alzuru

Managing Partner

Bluegrass Multifamily

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Multifamily investment company focused on the Commonwealth of Kentucky and offering investors attractive passive returns

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Address:

2929 SW 3rd Ave
210
Miami, Florida 33129
United States
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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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Kirk Barry

CEO

Clarion Compliance and Growth Group

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disruptive financial technology eco-system focused on delivering core financial services to underbanked communities including the cannabis sector. Growth Group has designed a closed loop, single ledger system to afford cash logistics, digital commerce and capital formation operating outside the federal banking structure. Growth Group uses a tokenization model to transfer

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Address:

Walnut Creek, California
United States
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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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Ron Reeser

Managing Partner, Founder

The Eagle Group

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We have a vision and passion for dirt. For over 30 years, The Eagle Group has been imagining and developing incredible properties. Our specialty is land acquisition planning and development, with a focus on large-scale real estate and mineral projects. Our unique sense of responsibility to the past, present and

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Address:

6125 Roswell Road Suite 573
Sandy Springs, GA 30328
United States
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Amy Saunders

Partner

Titan Commercial Real Estate

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amy.saunders@titancapitalre.com

Vertically integrated multifamily real estate firm in the Southeast US utilizing 40+ years of experience across multiple cycles in cash flowing value add multifamily real estate wiith over ~2,300 units, $200M in AUM.

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Address:

885 Woodstock Road Suite 430-248
G Roswell
Georgia
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Mariah Lichtenstern

Founding Partner

DiverseCity Ventures LLC

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DiverseCity Ventures LLC is an emerging management firm backing companies with inclusive teams, positive social, economic or environmental impact, AND high potential for outsized returns.

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Address:

Sacramento
United States
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Michael Kirksey

Vice President & CFO

Biodel AG Inc.

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Developer of unique biological solutions for agriculture & horticulture. These solutions offer natural pathways to increased soil health, carbon sequestration, enhanced food nutrition and ultimately the profit/cost squeeze in agriculture.

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Address:

38768 W. Farrell Road
Maricopa, AZ 85138
United States
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