Mandate & appetite
- Preferred strategies
- —
- Target geographies
- Global
- Typical ticket
- —
- AUM
- 5B+
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Procyon Partners is a Shelton, CT-based multi-family office and registered investment advisor. Established in 2017, 100% employee-owned, with additional office in NYC.
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Proficio Capital Partners
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Croson Investment Partners
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Provenio Capital
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Provenio Capital is a Newport Beach, California-based holistic wealth management and advisory firm founded in 2016. It specializes in alternative investments including hedge funds, private equity, venture capital, and real estate, focusing on tax-efficient, diversified portfolio strategies for ultra-high-net-worth clients.
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Compound Family Office
Sarasota, United States
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Perigon Wealth Management
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Perigon Wealth Management is a San Francisco, CA-based multi-family office and RIA. Established in 2004, the firm invests and manages the wealth of high-net-worth individuals and families with unbiased, tax-efficient, and highly customized solutions.
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Collaborative Capital Advisors
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Collaborative Capital Advisors is New York, New York-based multi-family office and registered investment advisor. Established in 2025, the firm is a technology-based family office that invests and manages the wealth of ultra-high-net-worth families, individuals, and entrepreneurs. Its platform integrates comprehensive investment advisory services with full family office capabilities, including portfolio management, liquidity and exit planning, tax and estate coordination, wealth transfer strategies, daily financial administration, and strategic philanthropy. The firm emphasizes curated access to differentiated opportunities across public and private markets.