Family Office Investments

Track family office capital and investments.

45,000+ direct company investments, real estate transactions, and private placements — detected as they surface and linked back to the investors behind them.

42K+ Transactions 31K+ Companies & Properties 4,600+ Family Offices
DIRECT — SERIES B2H AGO
Dallas medtech co. — $32M
Led by Meridian Point FO · 2 co-investors
REAL ESTATE1D AGO
Nashville logistics portfolio
Wexford & Rowe · acquisition · est. $48M
FORM D — SPV3D AGO
$25M private placement
Bluff Creek Holdings · healthcare SPV
Deal Breakdown

See where family office capital gets allocated

Every tracked transaction is classified by sector and by stage, so you can tell a seed-stage technology backer from a control buyer in industrials before you write the first email.

Sector of direct investment Trailing 24 months
18,240transactions
  • Technology & software24.8%
  • Healthcare & life sciences16.3%
  • Real estate14.9%
  • Consumer & retail11.2%
  • Financial services9.4%
  • Industrials & manufacturing7.6%
  • Energy & climate6.1%
  • Media & entertainment4.3%
  • Hospitality3.2%
  • Other2.2%
Stage of investment Trailing 24 months
$61.8Bdisclosed value
  • Seed & early stage31.4%
  • Series A – B26.7%
  • Growth equity21.5%
  • Buyout / control13.9%
  • Recapitalization6.5%
Direct Company Investments

Identify specific LPs allocating to your strategy

Deal-level history on every tracked family office: the company, the round, the check size where disclosed, and whether the office led. Mapped to the firm and contact records you already work.

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Ironwood Family Office · Direct investments · Austin, TX 62 transactions on file
DateCompanySectorStageSizeRole
2026-07-22 Verdal Bioscience Healthcare Series B $18.0M Lead
2026-05-09 Lumen Grid Systems Energy & climate Growth $42.5M Participant
2026-03-14 Harlow & Fen Provisions Consumer Buyout $96.0M Control
2025-11-30 Cadence Robotics Industrials Series A $7.2M Participant
2025-09-18 Northbank Payments Financial services Series C $25.0M Participant
2025-06-04 Petra Analytics Technology Seed $2.4M Lead
62 transactions$1.9B disclosedEarliest 2011Export to CRM
Deal Activity

Understand which family offices are actively allocating

Cut the last twelve months of direct transactions by office structure, size, and location. A stated interest in private markets is easy to find. A recent deal record is the part that qualifies the conversation.

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By office structure 18,240 deals
Single family office 70.8% 12,910 deals · median check $8.4M
Multi family office 29.2% 5,330 deals · median check $4.1M
Filter any search to one structure or the other
By family office size Assets under management
  • $5B and above3,830
  • $1B – $5B6,165
  • $500M – $1B3,958
  • $250M – $500M2,572
  • Under $250M1,715
Share of tracked direct transactions by AUM band
By location of the office Trailing 12 months
Top US states
  • California3,393
  • New York2,590
  • Texas1,788
  • Florida1,532
  • Illinois930
  • Massachusetts857
Top countries
  • United States13,005
  • United Kingdom1,131
  • Switzerland748
  • Canada657
  • Singapore547
  • United Arab Emirates438
Completed direct transactions · trailing 12 months · 4,600+ offices screened
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Ask for the offices you want and FINTRX resolves it against transaction history, geography, and entity records in one pass. No filter stacking, no exports to reconcile.

Prompt Family offices in Texas investing directly in healthcare
Resolving Direct transactions · HealthcareState · TexasEntity · Family office 0.9s

29 Texas family offices have made a direct healthcare investment in the last 24 months. Six led a round, and Ironwood closed two deals this quarter.

Family officeLocationDeals 24MMost recentTypical size
Ironwood Family Office Austin, TX 14 Verdal Bioscience $15–25M
Cairnhill Holdings Dallas, TX 11 Alder Diagnostics $8–12M
Rowan Bay Capital Houston, TX 9 Kettle Point Health $20–40M
Marbury Trust Office San Antonio, TX 6 Sable Care Group $5–10M
29 offices matchedSourced from tracked direct transactionsSave as list
Direct Real Estate

Identify family offices investing in real estate

Family offices buy buildings as readily as they buy companies. Property transactions are tracked with the same structure: asset type, market, disclosed value, and the entity that closed it.

Property type by transaction count
  • Multifamily32.6%
  • Industrial & logistics21.4%
  • Office15.1%
  • Retail & mixed use12.8%
  • Hospitality9.7%
  • Land & development8.4%
Recent property transactions Last 90 days
DateAssetMarketValue
2026-08-11 Rivermark Apartments Austin, TX $74.5M
2026-07-29 Fenmore Logistics Park Columbus, OH $121.0M
2026-07-02 The Lindley Hotel Charleston, SC $38.2M
2026-06-19 Halstead Court Retail Scottsdale, AZ $26.9M
2026-06-03 Beacon Yards Parcel B Boston, MA $52.4M
2,716 property transactionsFilter by market
Mary Strother
Mary Strother
Capital Raising & Investor Relations
March Capital Corp
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