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Family Offices • Newport Beach

Top Family Offices in Newport Beach (2026)

47 family offices in Newport Beach — 27 single-family and 20 multi-family, 12 with disclosed AUM — ranked by assets under management.

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47
Family Offices
27
Single-Family
20
Multi-Family
12
With Disclosed AUM

Newport Beach anchors much of Orange County's private wealth, with family offices funded by real estate, financial services, and entrepreneurship. They favor direct real-asset and private-equity investments.

FindLPs tracks 47 family offices in Newport Beach — 27 single-family and 20 multi-family offices, of which 12 disclose assets under management. The list below ranks the largest by AUM. Full profiles, verified contact details, and CSV export are available to members.

The 15 Largest Family Offices in Newport Beach

1
United Capital Financial Life Management Multi
Get Custom-Tailored Advice Designed to Help You Grow Your Wealth Learn how our personalized planning process and proprietary investing strat…
$25.0BAUM
Est. 2005
2
The Bahnsen Group Single
The Bahnsen Group is a single-family office based in Newport Beach, California. Established in the year 2015, the firm provides financial se…
$5.0BAUM
Est. 2015
3
Bahnsen Group Family Office Multi
The Bahnsen Group Family Office exists to provide end-to-end wealth management services exclusively for clientele who desire a single-source…
$3.2BAUM
4
Watson Family Investments Single
Watson Family Investments is a single-family office based in Willmar, Minnesota. The firm is a family-funded private equity firm that makes…
$2.5BAUM
Est. 2009
5
Hollencrest Capital Management Multi
Hollencrest Capital Management provides investment advisory services that result in superior performance. The firm specializes in serving ve…
$2.4BAUM
Est. 1999
6
Tarsadia Investments Single
Tarsadia Investments is a Single-Family Office firm based in Newport Beach, California. The firm seeks to invest in healthcare, financial se…
$2.0BAUM
7
Provenio Capital Multi
We are a private investment firm that specializes in sourcing alternative investment strategies for wealthy families.
$1.4BAUM
8
Horowitz Group Single
Horowitz Group is a single family office based in Southern California with roots in the ready-mix concrete industry. Since selling Standard…
$1.0BAUM
Est. 1990
9
L Squared Capital Partners Multi
L Squared Capital Partners is an investment firm with offices in Newport Beach, CA and Chicago, IL that seeks to make long-term investments…
$1.0BAUM
10
Tarbox Group Multi
Tarbox Group is a family office - multi based in Newport Beach, US. Founded in 1985. Reported AUM: $1.0B.
$1.0BAUM
Est. 1985
11
Tarbox Family Office Multi
Tarbox Family Office, Inc. is a fee-only wealth management firm providing comprehensive financial planning and investment management service…
$900MAUM
Est. 1985
12
MGO Private Wealth Multi
MGO Private Wealth helps high-net-worth individuals and families to grow and protect their financial legacy.Our unique approach and proximit…
$300MAUM
13
1864 Holdings Single
1864 Holdings is a single-family office based in Newport Beach, California. It is the family office for Genuine McCarthy Enterprises, whose…
14
Aionios Capital Partners Multi
Aionios Capital Partners is a family office - multi based in Newport Beach, US. Founded in 2021.
Est. 2021
15
Capital Thirteen Single
Capital Thirteen is a single family office based in Newport Beach, United States. The office manages the family's private investments and we…

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Frequently Asked Questions

How many family offices are in Newport Beach?

FindLPs tracks 47 family offices in Newport Beach — 27 single-family offices and 20 multi-family offices. The database is updated regularly from public filings, company sources, and verified outreach.

What is the largest family office in Newport Beach?

Among the family offices FindLPs tracks in Newport Beach, United Capital Financial Life Management is one of the largest, with approximately $25.0B in assets under management. See the full ranked list above.

What is the difference between a single-family office and a multi-family office?

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. Newport Beach has 27 single-family and 20 multi-family offices in the FindLPs database.

How can I contact family offices in Newport Beach?

FindLPs provides verified direct emails and phone numbers for decision-makers at 47 family offices in Newport Beach. Browsing is free; a Professional or Unlimited plan unlocks full contact details and CSV export for fundraising outreach.

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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.