List of 33 Financial Services Family Office Investors in United States

Investor	PE Assets $mlns	Portfolio		M&A Activity Buy vs Sell, Last 5 Years
Investor	PE Assets $mlns	Total	Current	M&A Activity Buy vs Sell, Last 5 Years
Kaulig Capital Hudson, Ohio, United States Family Office • 2016 • website See all 8	-	17	14
Weinberg Capital Group Cleveland, Ohio, United States Family Office • 2003 • website See all 4	-	15	6
The Stephens Group Little Rock, Arkansas, United States Family Office • 1933 • website See all 22	1,500	64	14
Soros Fund Management New York, New York, United States Family Office • 1970 • website	-	5	4
DFO Management New York, New York, United States Family Office • 1998 • website See all 3	16,000	16	6
Nadavon Capital Partners Newport Beach, California, United States Family Office • 2014 • website See all 1	-	13	9
Ten Oaks Group Charlotte, North Carolina, United States Family Office • website See all 6	-	4	4
Tarsadia Investments Newport Beach, California, United States Family Office • website See all 9	2,000	14	11
Aeterna Capital Partners New York, New York, United States Family Office • 2013 • website See all 2	-	8	7
CapStone Holdings Bonita Springs, Florida, United States Family Office • 2016 • website See all 8	-	9	7
Marcus Investments LLC Milwaukee, Wisconsin, United States Family Office • website See all 2	-	2	2
Vulcan Capital Seattle, Washington, United States Family Office • 1986 • website See all 1	-	41	6
Willcrest Partners San Francisco, California, United States Family Office • 2011 • website See all 2	-	2	1
Agman Omaha, Nebraska, United States Family Office • 2005 • website See all 5	-	5	3
Colton Capital Partners Houston, Texas, United States Family Office • 2011 • website See all 2	-	13	2
Hildred Capital Partners LLC New York, New York, United States Family Office • 2014 • website	-	3	3

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