52 family offices in Charlotte — 25 single-family and 27 multi-family, 11 with disclosed AUM — ranked by assets under management.
Charlotte is a growing Southeastern wealth center built on banking and financial services. Its family offices are relationship-driven and increasingly active in private equity and real estate.
FindLPs tracks 52 family offices in Charlotte — 25 single-family and 27 multi-family offices, of which 11 disclose assets under management. The list below ranks the largest by AUM. Full profiles, verified contact details, and CSV export are available to members.
FindLPs tracks 52 family offices in Charlotte — 25 single-family offices and 27 multi-family offices. The database is updated regularly from public filings, company sources, and verified outreach.
Among the family offices FindLPs tracks in Charlotte, Keller Enterprises is one of the largest, with approximately $10.0B in assets under management. See the full ranked list above.
A single-family office manages the wealth of one family exclusively, while a multi-family office serves several unrelated families and pools resources for investment, tax, and administrative services. Charlotte has 25 single-family and 27 multi-family offices in the FindLPs database.
FindLPs provides verified direct emails and phone numbers for decision-makers at 52 family offices in Charlotte. Browsing is free; a Professional or Unlimited plan unlocks full contact details and CSV export for fundraising outreach.
Unlock verified contacts for 52 family offices in Charlotte.
LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated August 2026.