FINTRX Family Office Data Report March 2020

A broad range of the world's asset managers, bankers, private businesses and fund managers leverage the FINTRX family office data and research platform to identify, access and raise capital. Blending research, analytics and technology into one solution, we have provided further analysis into notable family office data trends compiled from March 2020. Continue reading for an elaborate breakdown of how last month unfolded within our rapidly increasing database of 2,815+ family offices, 11,103+ family office contacts and 11,035+ tracked investments.

All of the data in this report has been built bottom-up from our extensive dataset, rather than based on models or small-sample survey data. As a result, we are able to share reliable information regarding this hard-to-reach, yet economically significant sector.

Total Family Office Additions

• → New Family Office Data Points = 2,434+
• → Total New Family Office Assets Added = $30 Billion+ 
• → Total Additions = 2,190

• ⇒ 36 family offices added
• ⇒ 193 family office contacts added
• ⇒ 1,961 new tracked investments 

Total Family Office Updates

→ Updated Entities = 3,305

• ⇒ 666 updated family offices
• ⇒ 2,639 updated family office contacts 
•  

Family Office Direct Investment Activity by Sector

1. Technology = 28%
   Healthcare & Biotech = 16%
   Consumer Goods = 7%
   Business Services = 7%
   Financial Services = 6%
   Manufacturing = 6%
   Real Estate & Construction = 5%
   Energy & Utilities = 5%
   Media & Entertainment = 4%
   Government = 3%
   Other = 13%

Family Office Trend of the Month: Hedge Fund Allocations 

"Family offices around the world continue to favor alternative asset classes. Twenty-one family offices added to the FINTRX research platform in March, demonstrated a propensity towards hedge fund investments."

- Dennis Caulfield, Vice President of Research