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FINTRX Monthly Family Office Data Report: May 2021

June 11, 2021

Global family office developments continue to transform the operational methods of those within the alternative investment industry and private capital markets. To showcase this model of growth and development, we have compiled a complete breakdown of all single and multi-family office data compiled from May 2021.

We produce all of our data reports by utilizing the FINTRX family office data and research platform. Thanks to our dedicated team of researchers - who work every day to add and update our vast dataset - we can share credible information regarding family offices and the private wealth space at large.

monthly family office data report - may 2021-2Access Your Full Copy

Key Figures:

    • New Family Office Data Points: 6,750+
  • Total Additions: 670+
    Updated Family Office Entities: 760+
  • Total Family Office Assets Added: $11B+
  • Newly Tracked Investments: 550+

Family Office Additions:

Each month, the FINTRX data platform adds and updates hundreds of family offices and family office contacts. Below, we provide a breakdown of all new and updated data points from May 2021. 

Total Additions:  670+totaly family office additions - may 2021 Family Offices Added: 13
Family Office Contacts Added: 657

Single Family Office vs Multi-Family Office Breakdown: 

Of the new family offices added to the FINTRX platform in May, 65% are single-family offices and 35% are multi-family offices. sfo mfo breakdown - may 2021

Updated Family Office Entities:

Updated Entities:  760+total family office updates - may 2021 Updated Family Offices: 448+
Updated Family Office Contacts: 319+

Assets Under Management Breakdown:

AUM breakdown - may 2021The chart above shows a breakdown of data regarding the assets under management of the new family offices added in May. Although 85% of new family offices did not disclose their AUM, 8% recorded having $100M-$400M in assets under management, while 8% have $5B+ or more. 

Newly Tracked Family Office Investments: Top 10 Sectorsnewly tracked investments - may 2021-1

  1. 1. Technology = 26%
  2. 2. Financial Services = 16%
  3. 3. Healthcare & Biotech = 16%
  4. 4. Real Estate & Construction = 10%
  5. 5. Business Services = 8%
  6. 6. Consumer Goods = 8%
  7. 7. Manufacturing = 6%
  8. 8. Transportation = 4%
  9. 9. Energy & Utilities = 3%
  10. 10. Media & Entertainment = 3%

Monthly Family Office Data Trend:

54% of family offices added to the FINTRX platform in May 2021 are impact investors monthly data trend - may 2021For more information on family offices making impact investments, check out The Rise of ESG & Impact Investing Among Family Offices, or visit our Research Library below. 

Built with the asset-raising professional in mind, FINTRX features intuitive data exploration tools specifically engineered to provide an effective means of targeting family office capital around the globe. Explore full family office profiles with insight on each group including background, contact information, the origin of wealth, investment interest, investment history, and much more. 

For an in-depth exploration of the FINTRX family office platform, click below:


Visit the FINTRX Resource Library below for useful family office narratives, PDFs, and guides to success.

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Written by: Renae Hatcher

Renae Hatcher is member of the marketing team at FINTRX - focused on delivering targeted & relevant family office content to our subscribers.

Renae Hatcher
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