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Top New York Family Offices

Explore 93 New York Family Offices that source acquisition and investment opportunities on Axial’s M&A platform.

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Axial Insights

New York Family Offices

93

Active Firms

998

TTM Deal Inquiries

$4M-$17M

Core Revenue Range

$800K-$4M

Core EBITDA Range

Top Sectors by Activity

Industrials 46%
Healthcare 17%
Consumer Goods 12%
Transportation 6%
Business Services 6%

Key Attributes

Focus: Long-Term Ownership | Capital Source: Family-Backed Capital | Operating Approach: Buy & Hold

Showing 61-80 of 93 Family Offices

Sorted by recent activity

Arshad & Sons Inc

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operating in childcare, bulk food distribution, mobile food carts / restaurants, residential real estate, roofing, dry cleaning, and auto repair. Seeking a cash-flowing essential-service or niche-manufacturing acquisitions

Recent Transactions

This member has no reported closed transactions.

10MSW Cap

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10MSW Cap is a private investment firm focused on small to medium-sized acquisitions in the software sector. We look to be a permanent home for businesses and to preserve the founders' legacy.

Recent Transactions

This member has no reported closed transactions.

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Altitude Capital

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Altitude Capital focuses on investment opportunities in North American Healthcare businesses. We target profitable companies with leading market positions with positive secular trends. ACQUISITION CRITERIA:We are exclusively focused on control investments in the HealthcareServices industryWe invest in companies that operate in fragmented competitivelandscapes with the opportunity to take market share both organicallyand inorganicallyOur time is spent in sub-industries that have positive secular trendswith room for meaningful growthTarget companies must have $2mm+ of cash flow or a clear path…

Recent Transactions

This member has no reported closed transactions.

Bliss Enterprises

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Bliss Enterprises derives its name from Bliss Avenue, the location where the Principal of the fund grew up. Bliss Avenue, in northern New Jersey, offered an idyllic American dream lifestyle. At its core, Bliss is an attempt to help all who touch it experience that same blissful experience. From generating value for our investors to offering employment to those working for us, Bliss is a company rooted in principles.Bliss is meant to be an active, long-term organization that produces, innovates, and creates value through engineering, leadership, and investing. Bliss is not a traditional…

Recent Transactions

This member has no reported closed transactions.

New York Private Bank & Trust

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New York Private Bank & Trust-Founded in 1850 as the Emigrant Savings Bank, NYPB&T offers fully integrated investment advisory, trust, lending and other banking and family office services to serve the needs of wealthy individuals and families. Our firm is led by Howard P. Milstein and the Milstein family, widely acknowledged for their integrity and success over three generations in investing, real estate, banking, manufacturing, energy, international business and philanthropy.

Recent Transactions

This member has no reported closed transactions.

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Good Generation

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Good Generation is a home electrification group that seeks to acquire residential and commercial HVAC contractors, heat pump specialists, and solar installers.

Recent Transactions

This member has no reported closed transactions.

Waste Universe

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We are a NYC-based family office focused on northeastern dumpster roll off and other waste management companies, including landfills and residential trash pickup. We have recently closed a large deal in NYC and are looking to acquire companies specifically in CT, MA, and RI.

Recent Transactions

This member has no reported closed transactions.

Hinduja Capital Advisors

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Investment advisory subsidiary of Private BankProvide investment advice for Group Companies Examine possible acquisitions and partial investments in private entities Undertake other business analysis on request

Recent Transactions

This member has no reported closed transactions.

Curated Now LLC

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Curated Now LLC is focused on small to medium sized acquisitions. We are a family business in apparel / wholesale sector that is looking to diversify and expand into other sectors. We would like to partner with exceptional companies seeking the next stage of growth. Post acquisition, we plan to work closely with our portfolio companies to drive measurable value for all stakeholders.

Recent Transactions

This member has no reported closed transactions.

Seven East Capital

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Cord Grass Holdings is the private equity vehicle of the Hartmann Family Office.We look for control positions in non-PE backed companies across consumer, healthcare, industrials, and business services in North America and Europe.Post acquisition, we take a long-term view with our portfolio companies in order to create value in alignment with micro and macro trends.

Recent Transactions

This member has no reported closed transactions.

Horizon Point Capital LLC

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Horizon Point Capital LLC is a private investment firm focused on acquiring and actively managing lower middle-market businesses. Horizon Point targets businesses with defensible competitive advantages, stable free cash flow characteristics and actionable opportunities for further investment and expansion.Horizon Point's team combines entrepreneurial enthusiasm with extensive investment and operational experience across a wide range of industries and business profiles. HPC is structured as a family partnership and is fully backed by personal and family capital. This committed capital is…

Recent Transactions

This member has no reported closed transactions.

Dylan Cohen Family Office

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A well capitalized family office focusing on acquiring a platform middle market CPA firm along with subsequent add-ons (predominantly in the Northeast). We will leverage internal AI digital transformation expertise to integrate and optimize operations.

Recent Transactions

This member has no reported closed transactions.

Caldrion

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Caldrion is a single family office that operates as a principal investor, focusing on a diverse range of asset classes including private equity, real estate, traditional fixed income, private credit, global equities, hedge funds, and art. The firm is built on a foundation of aligned capital, active governance, and institutional rigor, investing across various industries and continents. Caldrion's investment strategy is characterized by its commitment to high-quality public companies and a concentrated portfolio, reflecting its strategic approach to asset management.

Recent Transactions

This member has no reported closed transactions.

SHL Investment Group USA Inc

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Novel TMT is a single family office interested in partnering with or acquiring a lower middle market business. We have experience investing in industrials, services, technology, and healthcare businesses.

Recent Transactions

This member has no reported closed transactions.

FM Capital Holdings

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Dynamic finance professional with experience spanning private equity, investment banking, and strategic consulting. Currently serving as an Associate in Consumer & Retail-Focused Private and Growth Equity, with a focus on evaluating investment opportunities, conducting financial and operational due diligence, building detailed financial models, and supporting portfolio value‑creation initiatives.

Recent Transactions

This member has no reported closed transactions.

Golden Family Office

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Newly formed family office looking to co-invest in PE opportunities. We are generalists looking to invest 100K-750K per transaction. With a background in Real Estate and Capital Markets. Please feel to reach out with any ops.

Recent Transactions

This member has no reported closed transactions.

Crown Predator Holdings

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Crown Predator Holdings (“CPH”) has the freedom to pursue all types of investment opportunities across the entire spectrum of industries, capital structures and styles. Our flexible capital permits us to lead and/or co-invest in transactions across all dimensions of the following: Industries/Sectors Segment of Capital Structure Control/Active Minority/Passive Minority Early Stage VC/Later Stage VC/Growth Capital/Leveraged Transactions Short/Medium/Long Term Investment Horizons Through our extensive, global network of relationships, we frequently can provide more than just capital. As…

Recent Transactions

This member has no reported closed transactions.

Stochastic Partners

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New York based family office with $500million+ in equity, focused on building a portfolio of lower middle market businesses with less than $20mm EBITDA.

Recent Transactions

This member has no reported closed transactions.

Frequently Asked Questions

How are Family Offices in this directory ordered?

Firms in the New York Family Offices directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

What information is included in each Family Office profile?

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

What company sizes are most common for New York Family Offices?

Based on activity on Axial’s M&A platform, the core revenue range for New York Family Offices is $4M-$17M, with a core EBITDA range of $800K-$4M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

How important is location when evaluating Family Offices?

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in New York may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Do all Family Offices in this directory operate exclusively in New York?

Not necessarily. A firm’s location does not always define its geographic reach. Many Family Offices based in New York are active across multiple regions, while firms based elsewhere may also participate in the New York market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

How do I compare Family Offices in New York?

When comparing Family Offices in New York, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 93 firms included in the directory and can help identify firms that align with your needs.

How do I connect with New York Family Offices?

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the New York Family Offices directory, you can request information here.

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