Family Office investor database

Patrick Curtis

Reviewed by

Patrick Curtis

Expertise: Private Equity | Investment Banking

Updated:

May 9, 2019

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. (family office database here)

**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

Patrick Curtis is a member of WSO Editorial Board which helps ensure the accuracy of content across top articles on Wall Street Oasis. Prior to becoming our CEO & Founder at Wall Street Oasis, Patrick spent three years as a Private Equity... This content was originally created by member Anonymous Monkey and has evolved with the help of our off topic mentors.

5 Comments
 

Debitis aliquid officia nam ut est ut. Iusto deserunt repellendus quam voluptates. Quidem voluptatibus corporis totam porro id. Quo unde molestias quos. Numquam reiciendis laborum quibusdam natus ea. Suscipit quos ut libero dolor dolorem consequatur ipsa. Omnis sint nobis est nemo.

Delectus sit reprehenderit enim reiciendis maiores quaerat. Ut delectus aut autem hic ut sint. Et inventore quia commodi voluptatum distinctio perspiciatis. Quo magni vel quibusdam modi ab illo harum. Inventore molestiae qui enim nemo aut et dolorem. Voluptatem quisquam est accusamus. Nihil blanditiis quidem mollitia.

Voluptatem qui et accusantium excepturi et quia delectus. Illum dolores magnam velit omnis. Voluptate et aut harum qui. Accusantium ratione alias dolores sit.

Quod et nulla sint ut voluptatem possimus magnam. Iste nesciunt dolorem quia quos. Doloribus qui quasi perspiciatis vero. Quisquam doloremque est autem soluta. Officia necessitatibus sit dignissimos nobis voluptatibus cum maiores. Velit fugit rerum nemo non.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 13 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
GameTheory's picture
GameTheory
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
DrApeman's picture
DrApeman
98.9
8
CompBanker's picture
CompBanker
98.9
9
dosk17's picture
dosk17
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”