5 Largest Family Office Direct Deals of May 2025

In a bold bet on the future of digital infrastructure, Tao Capital Partners (Joby Pritzker) and Bezos Expeditions (Jeff Bezos) co-led a $115 million seed round in Atlas Data Storage, a company pioneering end-to-end DNA-based data storage. The round also included participation from ARCH Venture Partners and Deerfield Management. The deal illustrates how family offices are increasingly seeking out early-stage, transformational technologies with multi-decade potential.

Peugeot Invest, the investment arm of the Peugeot family, committed $125 million to BroadStreet Partners, one of the largest insurance brokerage platforms in North America. The transaction was part of a broader consortium investment led by Ethos Capital. The deal reinforces a growing trend of family offices anchoring deals in the middle market financial services sector, particularly in firms with long-term cash flow stability.

ICONIQ Capital, the investment firm tied to Mark Zuckerberg and several former Facebook executives, led a $100 million Series C round in Statsig, an experimentation and analytics platform founded by an ex-Facebook engineer. The round reflects ICONIQ’s continued focus on enterprise software and data-driven product tools. In addition to the Statsig deal, ICONIQ was active in May with investments in Legora and Sanity, further solidifying its position as one of the most prolific tech-focused family offices in the market.

Gauntlet Ventures, a Dallas-based multi-family office and venture capital firm, invested $100 million into Beyond Imagination, a humanoid robotics company developing Beomni, an advanced AI-powered robot designed to address the global skilled labor shortage. Co-founder Oliver Carmack sees the investment as a long-term solution to a critical macroeconomic challenge, and the deal marks one of the largest single checks ever written by the firm.