Properly Investment Company (Peplinski Family Office)

Pulliam Family Office is a Crested Butte, Colorado-based multi-family office. Established in 2019, the firm manages the wealth of dozens of U.S.-based ultra-high-net-worth families and individuals. The family office provides a variety of services for their clients, including investment management, wealth planning, financial planning, tax coordination, risk management, and charitable consulting. Pulliam Family Office positions itself as an integrator of a family office ecosystem, working in close coordination with clients' existing attorneys, CPAs, trustees, insurance brokers, and investment professionals. Pulliam Family Office's investment strategy is centered around "Safety, Market, and Aspirational" buckets, investing across classes including tax-efficient public equities, fixed income, bonds, and selective private investments. The firm appears to allocate capital through a blend of external managers, funds, SMAs, and curated private investments. Geographic exposure is primarily U.S.-centric, reflecting the domestic focus of its client base. With a lean internal team supported by a broad network of external specialists, Pulliam Family Office is best characterized as a planning-centric, relationship-driven multi-family office focused on long-term legacy planning, business transition, intergenerational wealth transfer, and coordinated execution for sophisticated U.S. families.

Propst is a diversified family office focused on direct investments in real estate and operating companies, based in the United States. Founded as a family-run firm, they utilize in-house real estate services and engage in joint ventures to strategically enhance asset value and cash flow.

Institutional investor. based in Bedminster United States. LP type: Family Office. Asset class focus: Alternative Investments, Fixed Income, Hedge Funds, Private Equity, Public Equity, Venture Capital. Geographic focus: Global. Sectors: industrial, office. Active real asset investor

Compound Family Offices is a Florida-based multi-family office engaged in private equity and private real estate investments. The firm focuses on strategically managing financial assets for ultra-wealthy families, emphasizing tailored investment strategies and legacy planning.

Polished Nickel Capital Management is a Chicago, Illinois-based single-family office. Established in 2011, the firm invests and manages the wealth of the Lavin/Bernick family, heirs to the Alberto-Culver enterprise. The platform was created following the liquidity events surrounding Alberto-Culver, including its 2011 sale to Unilever for approximately $3.7 billion. Led by CEO Carol Lavin Bernick, Polished Nickel Capital Management (PNCM) operates as a privately held investment company and holding platform managing diversified financial assets and owned operating businesses. The family office functions as the administrative and strategic hub for the family's wealth management, estate planning, governance, and philanthropic oversight, including coordination of the Carol Lavin Bernick Family Foundation and related Lavin family charitable vehicles. Polished Nickel Capital Management focuses on direct investments, private equity, and diversified long-term capital allocation strategies across consumer-oriented operating businesses and alternative asset classes. The family office has shown a focus in operating companies spanning retail products, consumer products, professional sports, and thoroughbred racing. The firm's investment strategy emphasizes majority and significant minority ownership stakes, co-investment opportunities, and private company transactions, particularly within retail as the main sector. In addition to operating company control investments, the family office maintains diversified exposure to public equities and fixed income. PNCM's geographic focus is primarily North America, with a concentration in the United States, consistent with the family's business roots and operating history. Its investment philosophy centers on long-term value creation, disciplined capital deployment, operational oversight, generational wealth preservation, and legacy stewardship.

Institutional investor. based in Toronto Canada. LP type: Family Office. Asset class focus: Fixed Income, Public Equity. Geographic focus: Global. Sectors: office. Active real asset investor