Mandate & appetite
- Preferred strategies
- Value Add
- Target geographies
- GlobalNorth America
- Typical ticket
- $2m–$10m
- AUM
- $1.5B
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Class VI Family Office, LLC, founded in 2016, is a registered investment adviser based in the United States that specializes in holistic wealth management for entrepreneurs and business owners. The firm focuses on customized financial strategies while managing investments across both public and private markets, supporting clients in achieving their financial aspirations and legacy goals.
Unlock mandates & allocation signals
See Class VI Family Office, LLC's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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