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 326 - 350 of 426

Jason Hull

Managing Director - Capital Markets

Sabal Capital / Regions Bank Company

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Gold Standard of Lending - Multifamily Agency / DUS / HUD / Construction / Bridge / Build For Rent

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Address:

784 locust circle
Arnold, MD 21012
United States
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Richard E. "Rick" Barnes

President and CEO

CIC Realty Capital

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CIC is a vertically integrated real estate investment firm specializing in retail, office and industrial asset classes. The Firm is a sponsor of special purpose funds targeting best in class real estate deals that provide cash flow and strong returns to our investors.

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Address:

296 FRONT STREET
Second floor
MARION, MA 02738
United States
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Antony Chauvet

Owner

Hermes Investment Services

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Hermes Investment Services, is an Investor and Lenders Introduction Company. We have built a Private Network of over 20,000 Investors over the years, in the world's financial Centres. We also manage a fund of stocks, crypto and private equity, and we offer Chief Investment Office outsourced services.

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Address:

27, High Park Blvd
Toronto, Ontario M6R1M6
Canada
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TSVI GUY

Executive Director

DARA LANE CAPITAL LLC

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Dara Lane Capital is a financing advisory firm headquartered in Clovis, California. Dara Lane Capital advises firms on raising private capital and acts as a placement agent for debts and equity in all types of private placement offerings. Additionally, this firm supports clients, especially technology startups and early-stage companies from

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Address:

1668 N Dara ln
Clovis, California 93619
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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Kc chohan

Founder

Together CFO

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Company

Together CFO

Tax Savings for HNW, UHNW, and Family offices

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Address:

2160 century park east
north tower 1007
LOS ANGELES, CA 90067
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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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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Charles Schaffer

President

SDC Companies

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Providing clean alternatives to tax offsets through solar investing and wealth growth through new-build real estate developments. For over 15 years we have helped clients offset and defer taxes by strategically investing in small to medium size solar projects - most often for a non-profit that cannot take advantage of

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Address:

1346 The Alameda, Ste 7-297
San Jose, CA 95126
United States
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Jason Matthews

Owner

E126 Investments LLC

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Real Estate Investor

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Jonathan New

Director

Fair Winds Capital Investments

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Fair Winds Capital Investments is a veteran-founded and veteran-operated multifamily investment firm based in Hampton Roads, VA and St. Augustine, FL. We purchase and operate 100+ unit, value-add, B- and C-class multifamily properties in the Southeastern US. Our value-add strategy focuses on value provided to both our capital partners as

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Stewart Heath

CEO

Harvard Grace Corporation

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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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Lee Blackwell

Chief Executive Officer

One Source Energy Inc.

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OSE collects and accepts deceased animals, cow manure, and wood waste from forests to make activated charcoal, biochar and compost. The company's customers are professional growers and environmental remediation contractors.

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Address:

372 Nelson Avenue
Elizabeth, US 07202-3693
United States
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Kevin Conley

President & CEO

Conley Search Group

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Executive Recruiting for Family Offices, Wealth Management, and Family-Owned Businesses.

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Address:

75 Arlington Street, Suite 500
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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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Jennifer Velasquez

NA

Company

FOC

FOC Test

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Address:

777 Avenue Miami
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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John Bannan

Chief Investment Officer

ComhlalTech Limited

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ComhlaTech is a software company in the fintech space. We have developed a proprietary pattern recognition tool that predict changes in daily market direction in the stock market. With our focus being on the benchmark S&P 500 and Nasdaq 100 indexes. Our proprietary systems are based on an analysis of

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Address:

ComhlaTech Limited
20 Erb Street West, Waterloo, ON, Canada
Waterloo, ON N2L 1T2
Canada
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Gilman Perkins

Principal and Managing Member

Perkins Fund Marketing LLC

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Perkins Fund Marketing (“PFM”) is a placement agent for hedge funds. PFM was founded in 1997 by Gilman “Chip” Perkins and has raised over $7bn in assets for the managers PFM have represented. PFM relocated to Palm Beach Gardens in 2020 after being in Southport CT for over twenty years.

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Address:

4500 PGA Blvd.
Suite 204
Palm Beach Gardens, Florida 33418
United States
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Scott Martindale

President and CEO

Sabrient Systems LLC

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Sabrient Systems LLC is an independent equity research firm and SEC-registered RIA led by a former NASA engineer (on the Apollo 11 lunar landing project) and a former Chevron engineer. Wholly owned subsidiary Gradient Analytics LLC is an independent fundamental equity research firm that performs forensic accounting analysis focused on

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Address:

3409 North 7th Avenue, #470
Phoenix, AZ 85013
United States
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Will Keaten

Managing Director

Plaisance Capital, LLC

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Plaisance Capital is a global contrarian value long/short equity fund with a focus on substantial mis-pricings that result in asymmetric risk-reward profiles and a margin of safety. Plaisance seeks value investment ideas that are under-followed and under-owned, supported by a 10-year DCF modeling process. We short cash burning companies with

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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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Lynn Bryant

CEO

Tahiti's Breeze

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Tahiti’s Breeze develops the next generation in themed water park technology. It is revolutionizing the industry with clean-pool-water technology to keep the public safe from recreational water illnesses, Tahitian-inspired theme, and overwater bungalows. We are changing the game in the future of water parks, projected to reach over $74 billion

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Address:

5570 Fm 423, Suite 250-2067
Frisco, TX 75034
United States
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Raymond L Hall

CEO-President

New Platform Tech Inc

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rayhall@newplatformtechinc.com

New Platform Tech Inc., (NPTI) is an entertainment mobile technology, pre-revenue company that not only has its business model in place but has built its TNFS App-Web Portal Social-Media, Music E-commerce direct-to-consumer recruitment algorithm driven voting playground.

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Address:

4535 W Russell Rd
Suite 10 Las Vegas
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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