What data and filters are included with the Family Office dataset?
Our Family Office database is 100% U.S. focused, consisting of both single and multi-family offices.
You can filter for Single or Multi-Family Office, AUM, search their investment focuses (asset class), review their bio page and more.
You can find a link to their Family Office page, LinkedIn, high-quality email, any contacts as well as their title, and a firm description taken directly from their page.
Company Filters:
*These are Family Office exclusive filters, additional filters are available.
- Family Office Type
- Single or Multi Family Office
- Family Office AUM
- Minimum or Maximum Assets Under Management
- Wealth Creator
- The family or individual the family office created by/for. For example, Alex Rodriguez is the Wealth Creator of A-ROD Corp.
- Firm Description
- Open ended search allowing you to scrape the Family Office's website for any keywords, buzz words, or phrases.
- Years Founded
- How many years since the Family Office was founded.
- Asset Class
- Describes the types of investments that these firms allocate to e.g., private equity, hedge funds, alternative investments, real estate etc.
- Wealth Origin
- Describes how the founder of the single family office made the original/bulk of his wealth....so just because "today" a family office invests in tech and software, etc. doesn't mean that's how the founder originally created his/her wealth. He could have been in real estate for example, in media, farmer, etc.
- Geographic Focus
- Allows you to identify if the Family Office invests in companies located in the U.S. or elsewhere.
- Industry Interests
- Refers to areas the Family Office looks to invest in - energy, tech, real estate, retail, agriculture, etc.
- Direct Investments
- Yes or no checkbox that allows you to see if the Family Office is DIRECTLY investing into various companies (direct investment would be an investment made directly to a company or piece of real estate) as opposed to using an external manager.
Contact Filters:
*These are Family Office exclusive filters, additional filters are available.
- Asset Class
- Describes the types of investments that these firms allocate to e.g., private equity, hedge funds, alternative investments, real estate etc.
- Bio
- Open ended search allowing you to scrape the individual's bio for any keywords, buzz words, or phrases.
If you'd like a demo of the Family Office dataset or would like to learn more, reach out to your Customer Success Manager or support@advizorpro.com