Bitterroot Capital Advisors

Boston Family Advisors, founded in 2018 and based in Boston, Massachusetts, is a family office providing wealth management, financial advisory, and investment services to families, individuals, and professionals in real estate, venture capital, and private equity sectors across the U.S.

Soter Capital Advisors is an independent multi-family office headquartered in Switzerland, advising global individuals and families in bespoke financial planning and wealth management. The firm has over 30 years of advisor experience but no specific founding date is provided.

Table Mountain Capital, founded in 2006 and based in Boulder, Colorado, is a family office specializing in alternative investments and early-stage companies with a collaborative, sustainable investment approach. The firm emphasizes consistent returns across market cycles through strategic partnerships and private capital expertise.

BLG Capital Advisors is a Chicago-based single-family office focused on lower middle-market and middle-market private equity, with a particular emphasis on opportunistic and value-oriented commercial real estate strategies. The firm invests globally across various sectors, specializing in buyouts, growth equity, and real estate transactions, while maintaining a commitment to managing exclusively family capital.

Bragg Financial Advisors is an independent, family-run investment firm based in Charlotte, North Carolina, focusing on wealth advisory and portfolio management for high-net-worth families, business owners, and institutions. The firm is dedicated to providing personalized financial strategies and operates independently without external ownership.

B Capital is a global investment firm headquartered in San Francisco focusing on early to late-stage investments primarily in technology, healthcare, energy, and resilience sectors. Founded by Eduardo Saverin and partners, the firm operates offices worldwide and collaborates with Boston Consulting Group to support innovators.