Family Office investor database

SundanceKid77's picture
Rank: Baboon | banana points 109

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/HF 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 or send me your email 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 (36)

Aug 16, 2018

will DM you

Aug 22, 2018

Just sent you a DM. Look forward to connecting! Thanks EWalker

Aug 22, 2018

Would really appreciate. Just sent a PM!

Aug 22, 2018
w.o.miller3:

Would really appreciate. Just sent a PM!

Just sent you a list of family offices. Hope this helps out! Thanks WO Miller

Aug 22, 2018

DM me with the list and pricing as well please.

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Aug 22, 2018

DM has been sent! Look forward to connecting. Thank you

Aug 22, 2018

sent you over a DM

Aug 23, 2018

I can't seem to dm you. Could you dm the pricing?

Aug 27, 2018
PugLyfe:

I can't seem to dm you. Could you dm the pricing?

Hey just send you a message. Sorry my inbox was flooded with messages and I havent been able to respond for days. Let me know if you got my message and look forward to connecting.

Sep 4, 2018

Hey PugLyfe- you should have an email from me regarding all the info/details you were looking for! Let me know, thanks

Sep 5, 2018
PugLyfe:

I can't seem to dm you. Could you dm the pricing?

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 on this thread or DM me so I can share with you! Thanks again and look forward to connecting with everyone!

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Side-by-side comparison of top modeling training courses + exclusive discount through WSO here.

Aug 31, 2018

Hi @SundanceKid77

This sounds like what I have been looking for. But I do know the power of a warm introduction. Instead of just buying your list and cold calling these guys, do you know of any consultants that will make warm introductions for a fee? Ideally, they would know a bunch of the shot callers at different firms. Or similarly a list of RIAs that specialize in raising funds for real estate funds.

Sep 5, 2018
KWREAPer:

Hi @SundanceKid77

This sounds like what I have been looking for. But I do know the power of a warm introduction. Instead of just buying your list and cold calling these guys, do you know of any consultants that will make warm introductions for a fee? Ideally, they would know a bunch of the shot callers at different firms. Or similarly a list of RIAs that specialize in raising funds for real estate funds.

Hi KWREAP- There are a ton of consultants, placement agents, fundraisers that do this thing and it all comes down to a preference/what they have raised in the past. I didnt dabble much in the RE fund space so I cant directly answer your question, but there are some very well know NY based placement agents and third party marketers I could provide for PE funds.

Sep 4, 2018

i can't send you a PM, but i'd like to see this also. Can you PM me?

just google it...you're welcome

Sep 5, 2018
faceslappingcompilation:

i can't send you a PM, but i'd like to see this also. Can you PM me?

Sending you a DM right now. Thanks

Sep 10, 2018

ok for some reason my messages werent going through. You should have an message now in your inbox.

Sep 5, 2018

Sent you a PM.

Sep 10, 2018

Even if one has a list tho, how does one apply it?
Cold emails won't get a family office attention.
Genuine question here- what's the plan for using the list effectively?

Sep 17, 2018

Hi Earth Walker- The plan for using the list effectively is persistence, a sharp introduction, pitch deck, and continuing to do outreach. Many family offices hire professionals to scour the industry for certain asset classes and funds, therefore getting in front of one is only a matter of time. While it is very tough to land a deal or even a meeting, that shouldnt stop a firm with great returns, track record, and differentiated strategy from trying to introduce itself. Many smaller funds (sub $1 billion and even billion +) depend on family office $$$ to grow their firms. I started off years ago not knowing anything or anyone in the family office space, now myself, old colleagues, have jobs at family offices (not all of us haha) doing what I did back in the day i.e. getting intros. Hope this helps

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Sep 17, 2018
SundanceKid77:

Hi Earth Walker- The plan for using the list effectively is persistence, a sharp introduction, pitch deck, and continuing to do outreach. Many family offices hire professionals to scour the industry for certain asset classes and funds, therefore getting in front of one is only a matter of time. While it is very tough to land a deal or even a meeting, that shouldnt stop a firm with great returns, track record, and differentiated strategy from trying to introduce itself. Many smaller funds (sub $1 billion and even billion +) depend on family office $$$ to grow their firms. I started off years ago not knowing anything or anyone in the family office space, now myself, old colleagues, have jobs at family offices (not all of us haha) doing what I did back in the day i.e. getting intros. Hope this helps

Thanks. So the secret is to keep repeatedly outreaching? Keep on emailing the same FO?
To me, I'm skeptical that will work. Personal intros to the FO will work. But repeated emailing to brute-force open the door and hoping to get a check? To me that seems less likely.

    • 2
Sep 18, 2018

Ahh you didnt say secret, you asked what is the plan for using a list effectively. The secret is having all the right ingredients (which I mentioned above i.e. a good track record, good pitch deck, differentiated strategy, etc etc). Cold emails and introductions do get noticed, its just a matter of time and persistence. I also didnt imply using brute force tactics i.e. sending 10 emails in one week, that will just turn people off. Whether you think one is "less likely" to get noticed by emailing, many people do it and it is a necessary part of growing a fund. Word of mouth/reference will always be easier, but not everyone has that luxury, therefore it leaves them with only a few options. If one has a good track record, superb returns, strong team, and a good story to tell, why wouldnt they try some outreach to see what the feedback from family office investors?

Oct 3, 2018

i can't send you a DM, but i'd like to see this. Can you DM me?

Oct 11, 2018

So here's why I keep harping on this.
I have a TON of family office databases.
I ran cap intro for a continent for a bulge bracket bank.
Some of those lists may have slipped into my pocket as I walked out.

But I've found lists to be fairly useless.
I have a subscription to Preqin, and the Family Office Club (Richard Wilson) lists were also purchased.
BUT so what?
My hit rate on cold-emailing people is less than negligible.
And email follow-ups rarely help.

So I'm seriously wondering if maybe I'm doing something wrong, and you've hit on something.

    • 1
Oct 11, 2018

Anyone want to split this 100 ways? Just got the pre-order "invite" yesterday... Buyouts Insider's Guide to Family Offices, 3rd Edition
buyout's insider's guide to family offices

Oct 11, 2018

what's the content, and why is it special?

Is this a book of lists of family offices? If so, not keen.
As mentioned in my posting, I haven't found lists of family offices to be even remotely interesting.
Cold emails have gotten me nowhere.

Now, if someone wants to show me the error of my ways, and how I can use the lists I have to close some checks, I'd be grateful, and delighted to be proven wrong.

I know I'm terrible at closing, and I'm happy to learn from smart WSOers what I could do better.

    • 1
Nov 1, 2018

Ive purchased this book/list, not this new one, but the 1st and 2nd edition. Interesting names and they cover a good blend of the more well known family offices. Its expensive though. DM me if you all want to know more about it! At the end of the day, a good family office list should have all of the names in here :)

Nov 1, 2018
earthwalker7:

So here's why I keep harping on this.
I have a TON of family office databases.
I ran cap intro for a continent for a bulge bracket bank.
Some of those lists may have slipped into my pocket as I walked out.

But I've found lists to be fairly useless.
I have a subscription to Preqin, and the Family Office Club (Richard Wilson) lists were also purchased.
BUT so what?
My hit rate on cold-emailing people is less than negligible.
And email follow-ups rarely help.

So I'm seriously wondering if maybe I'm doing something wrong, and you've hit on something.

Hi EarthWAlker- You bring up some of the most common issues/frustrations with fundraising or reaching out to LPs. I have connected with a few folks from WSO that have run into similar issues. Im helping them out (for free and just lending advice) so if you want to chat on the side im happy to do so. Again, a family office list can give you all the names you need, but then its up to that person to be persistent and creative with messaging. Its also important to have all the necessary docs/messaging in place when reaching out to investors.

Oct 11, 2018

I might be down to do a 100-person split of the IFF PE distance learning tho

http://www.iff-training.com/appdata/downloads/mech...

Oct 16, 2018

Sent a DM

Nov 1, 2018

I believe I responded to your DM Shadow! Let me know if I can help out.

Oct 22, 2018

Hi, Can you DM me pls

Nov 1, 2018

Just sent you a DM Vinay

Nov 20, 2018

will DM you thanks! Also, am having trouble finding a database of consultants who can make warm introductions.

Nov 28, 2018

Can't send you a DM but very interested. Can you please DM me?

Dec 6, 2018
Dec 10, 2018