Family Office Database list

SundanceKid77's picture
Rank: Baboon | banana points 112

Hello fellow chimps- After seeing the other thread on WSO for interest in family office lists, I've compiled a number of family office databases which I'm willing to offer to those in need of a good list. I worked in a fundraiser/investor relations role for a few VC/PE funds and have switched roles recently (I'm on the other side of the fence allocating now!). If you're looking to raise capital for a fund or begin networking with family offices contacts, then I'm happy to send over the list for you to view. I will send over the entire list, however will remove the contact emails/phone numbers. I will add a few profiles with full contact info so you can verify some of the information. To date, I have roughly 1820 names on the list, making up single & multi family offices along with wealth advisory firms (RIAs). I will be asking a small fee for the names, as this list took me several years to put together.

**Disclaimer: ** Why I'm doing this- I had a lot of fun raising capital in my previous roles, however, getting access to family offices was one of the most difficult, expensive, and confusing tasks of my job. Anyone who has ever gone through the process of obtaining a Family Office database knows exactly what I'm talking about! Since I'm not fundraising anymore, I'm offering this list to help others in a transparent fashion. In any event, Please PM me if you are interested in the list or looking for certain names as I'm happy to help out, share, and steer those in the right direction for family office contacts. Thank you

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Comments (15)

Jun 26, 2018

SundanceKid77, hey, look at the bright side, at least you didn't get a ton of monkey shit thrown at you...here is my best guess on threads that might be helpful:

  • Family Office Database Hi I need a family office database, can anyone please help me with that. Regards Benish wealth ... management Family office ...
  • AMA- Single Family Office Ask me anything Family office Family office family office database family office directory high net ... I have worked for two years for a Texas single family office. I also interned there in college. ...
  • Investor Database list (limited partners) Moving out of the industry and selling investor database. Family offices and all inst. investors. ... Message me if interested. family office famiyly off family office database family office directory ...
  • Introducing the WSO Company Database / office) Thanks, Patrick regional boutiques WSO Company Database company database ... Company Database. It's currently around 400 companies and we hope to get it up to 1,000 by the end of ... additional information into the database including Company Reviews, Interview Insights, Compensation Data, ...
  • Family Offices & Funds of Funds Lists *** I'm looking for databases for Family Offices and Funds of Funds. Any insights appreciated ... please. family offices funds of funds ...
  • Family Offices List Does anyone have access to or know how I can obtain a list of Family Offices in the US? Family ... office ...
  • Investor Database list Moving out of the industry and selling database of limited partners (family offices and inst. ... office database family office directory high net worth individuals billionaires ... investors). Selling and willing to send sections to show names. PM me or post email. Family office family ...
  • More suggestions...

No promises, but thought I'd mention a few relevant users that work in the industry: @ILikeDistressedStuff @Drew-Aldrich @Stevezzzz

If those topics were completely useless, don't blame me, blame my programmers...

Jun 28, 2018

Thank you Monkey Bot! I've seen those other threads and hope that I can help members on here with a few quality family office databases. Thanks again and feel free to ask any other questions.

Jul 30, 2018

I am interested in getting the list.

email me at [email protected]

    • 1
Jul 30, 2018

just emailed you!

Jul 31, 2018

I'd love to see the list! jtatarchuk (at) gmail (dot) com

Thanks!

Jeff

    • 1
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Jul 31, 2018

Hi Jeff- just sent you an email with the details! Thanks again and look forward to chatting.

Sep 5, 2018
SundanceKid77:

Hello fellow chimps- After seeing the other thread on WSO for interest in family office lists, I've compiled a number of family office databases which I'm willing to offer to those in need of a good list. I worked in a fundraiser/investor relations role for a few VC/PE funds and have switched roles recently (I'm on the other side of the fence allocating now!). If you're looking to raise capital for a fund or begin networking with family offices contacts, then I'm happy to send over the list for you to view. I will send over the entire list, however will remove the contact emails/phone numbers. I will add a few profiles with full contact info so you can verify some of the information. To date, I have roughly 1820 names on the list, making up single & multi family offices along with wealth advisory firms (RIAs). I will be asking a small fee for the names, as this list took me several years to put together.

**Disclaimer: ** Why I'm doing this- I had a lot of fun raising capital in my previous roles, however, getting access to family offices was one of the most difficult, expensive, and confusing tasks of my job. Anyone who has ever gone through the process of obtaining a Family Office database knows exactly what I'm talking about! Since I'm not fundraising anymore, I'm offering this list to help others in a transparent fashion. In any event, Please PM me if you are interested in the list or looking for certain names as I'm happy to help out, share, and steer those in the right direction for family office contacts. Thank you

If anyone wants to see the list of family offices or ask any questions about the makeup of the list, please let me know! Im happy to answer any questions on here, share some of the list, or DM you with more information. Many have asked for the list which is in an Excel document (which I cant send through the website), so please provide me an email or DM me so I can share with you! Thanks again and look forward to connecting with everyone!

Sep 6, 2018

Thanks! Sent you dm.

Nov 7, 2018

Please share this list.
sunilpeter112 (at) gmail (dot) com

Thanks,
Sunny

Nov 20, 2018

Hey, would love to see the list, please send it over and include details on how to get contact info for principals later on: [email protected]

Thanks,

Pedro

Dec 28, 2018

Will you send me the list chfiredancer at gmail dot com?

Jan 2, 2019

Thanks for the list Sundance.

Could you please shoot me an email with the list, would also like to share with you, what I'm looking to do, maybe you can help me cherry pick the best fits.

my email: allen at akbenterprise dot com

Cheers

Jan 8, 2019

BUMP. still looking for this list. Thanks Sundance.

Jan 2, 2019

Interested -- can you pm me?

Jan 9, 2019