Investor Database User Guide

Risk-Free Database Quality Guarantee:

We provide a 4x per-listing refund for any contact you find in our database that is not, in fact, a family office wealth management firm. For example, if 10% of the database is off or outdated, you receive 40% of your money back.

Possible Uses for the Investor Database Solution
  • Networking Event or Conference Announcements Easily Made Through Multiple Media Channels​
  • Market Research & Follow Up | Raise Capital From Family Offices​
  • Wider Distribution for Press Releases & Performance Updates Once Relationships Are Developed​
  • Road Shows & Third Party Marketing Activities
  • Recruiting or Career Search Assistance
The Multi-Investor Database
  • 1, 116 unique family office entries with 2,532 contact details
  • More than 50% of which has AUM of $1B+
  • 2,556 rows of data
  • Estimated average AUM is $800M
  • Minimum AUM of clients is $20M
  • Estimated total AUM is over $1T in AUM
  • 35.81 United States
  • 42.23% Europe
  • 2.79% Canada
  • 10.98% Asia
  • 2.33% Australia
  • 4.28% South America
The Single Investor Database
  • 630 Family Office entries with contact details
  • 1,044 Contact Rows
  • More than 86% of which have AUM
  • Estimated average AUM is $800M
  • Minimum AUM of clients is $38M
  • Estimated total AUM is over $1T in AUM
  • 48% United States
  • 31% Europe
  • 12% Asia
  • 8% South America
  • 6% Canada
  • 3% Australia

Benefits

Gain access to investor contact details of over 3,600 total investors from 1, 746 family offices

Work more efficiently, raise capital faster than you otherwise could

Expand your press release or newsletter mailing coverage by building direct valuable relationships

Schedule more conference calls and on-site visits with prospects

Become more efficient at accessing more than a trillion dollars in assets managed by the contacts within our database of family offices

Update your old in-house database or directory of family offices

Take advantage of the 1,000+ hours our team has invested in building the Family Offices Database to leverage your firm’s time and efforts

Complete more road shows and sets of business trip meetings

Enable your team to follow up with leads from industry conferences and meetings

Reach concentrated pools of HNW and ultra high net worth investors

Breakdown

The Multi-Investor Database

1, 116 unique family office entries with 1,044 contact details

More than 50% of which has AUM of $1B+

2,556 rows of data

Estimated average AUM is $800M

Minimum AUM of clients is $20M

Estimated total AUM is over $1T in AUM

35.81 United States

42.23% Europe

2.79% Canada

10.98% Asia

2.33% Australia

4.28% South America

Breakdown

The Multi-Investor Database

630 Family Office entries with contact details

1,044 Contact Rows

More than 86% of which have AUM

Estimated average AUM is $800M

Minimum AUM of clients is $38M

Estimated total AUM is over $1T in AUM

48% United States

31% Europe

12% Asia

8% South America

6% Canada

3%Australia

Testimonials

Perhaps the best testament to the value of our family office thought leadership and research is the fact that most of the largest investment banks and media companies use our services. One top five media company has enrolled an entire team of 30 professionals in our training program, and Bloomberg recently credited us publicly with helping them survey top family offices.

“I have been using the Family Office Club’s directory of family offices for several years now and it has saved my team 100’s of hours of slow research trying to collect and keep the contact details updated for the whole family office industry. "

Gabriel Pellegrini, Global Edge Capital Management

“I purchased the Investor Database recently and have been using it extensively for the past month. What a fantastic resource you’ve developed. Kudos to all who compiled this information.”

Managing Director, Lexington Capital Group

"The Investor Database is the first product that I’ve seen that is truly researched, detailed and quite accurate. It is clear that the team has spent many hours identifying and verifying family office contact information for this product. I recommend it”.

Jim Rowe, Rowe Capital Partners

“We recently purchased your database and I have to say your data quality is awesome. Thank you very much.“

T. B. Hedge Fund Manager, New York