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Family Offices • San Diego

Top Family Offices in San Diego (2026)

40 family offices in San Diego — 18 single-family and 22 multi-family, 5 with disclosed AUM — ranked by assets under management.

40
Family Offices
18
Single-Family
22
Multi-Family
5
With Disclosed AUM

San Diego family offices reflect wealth from technology, life sciences, and real estate. The city's principals favor a balanced mix of direct private investments and diversified portfolios.

FindLPs tracks 40 family offices in San Diego — 18 single-family and 22 multi-family offices, of which 5 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 San Diego

1
BruttenGlobal is the international family office of Marc R. Brutten which owns and manages a diverse array of holdings valued in excess of $…
$14.0BAUM
Est. 1978
2
IPG Investment Advisors is a family office - multi based in San Diego, US. Founded in 1983. Reported AUM: $3.8B.
$3.8BAUM
Est. 1983
3
Brandes Investment Partners is an investment advisory firm, managing assets for institutional and private clients worldwide. The following i…
$1.3BAUM
4
Cica Multi
Cica Inc. is a family office managing the assets of affluent clients. The firm was established in 1978 and is located at La Jolla, Californi…
$500MAUM
5
Superior Planning is a multi-family office based in San Diego, California. Established in 1982, The firm provides family office, investment…
$105MAUM
Est. 1982
6
ARC Family Office is a single-family office firm based in San Diego, California. The firm is an international consulting firm specializing i…
7
Accord Capital is a single-family office based in San Diego, California. The firm was established in the year 2022. The assets of the firm a…
Est. 2022
8
Amala Paradigm is a multi-family office based in Trabuco Canyon, California. Established in 2013, the firm works with ultra-high-net-worth I…
Est. 2013
9
Brandy Investments is a single-family office based in San Diego, California. Established in 2007, It is the entity that oversees and adminis…
Est. 2007
10
We serve a very limited number of clients who are intentionally committed to achieve their financial goals and objectives.\ \ \ \ \ \ We hel…
11
Cloud Break Advisors (Cloud Break) is a multi-family office based in San Diego, California. Established in 2001, the firm bridges the gap be…
Est. 2001
12
Coastal Point Capital is a single-family office based in San Diego, California. Established in 2011, the firm focuses on making debt and equ…
Est. 2011
13
DRA Family Office is a Multi-family office firm based in San Diego, California. Established in 2019, The firm is investing in both lower mid…
Est. 2019
14
A leading provider of webbased client portals for advisory firms giving them the ability to securely share any type of file, report, or docu…
15
Friedman Brannen is a multi family office based in San Diego, California. The firm offers estate and trust services, family office, tax plan…

Browse all 40 family offices in San Diego →

Frequently Asked Questions

How many family offices are in San Diego?

FindLPs tracks 40 family offices in San Diego — 18 single-family offices and 22 multi-family offices. The database is updated regularly from public filings, company sources, and verified outreach.

What is the largest family office in San Diego?

Among the family offices FindLPs tracks in San Diego, BruttenGlobal is one of the largest, with approximately $14.0B 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. San Diego has 18 single-family and 22 multi-family offices in the FindLPs database.

How can I contact family offices in San Diego?

FindLPs provides verified direct emails and phone numbers for decision-makers at 40 family offices in San Diego. Browsing is free; a Professional or Unlimited plan unlocks full contact details and CSV export for fundraising outreach.

Reach Family Offices in San Diego

Unlock verified contacts for 40 family offices in San Diego.

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.