Company lists · Data refreshed September 2026

Top 25 Family office private equity investors based in Sydney, Australia

RevenueBase identified 176 company matches for family office private equity investors associated with Sydney, Australia as of September 2026 and tracks 3,234 professional contacts across them, including 1,546 with verified work emails. Across Australia, Sydney is the largest hub for this category.

This list covers company matches for family office private equity investors associated with Sydney, Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 28, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 28, 2026 How this list was built
176Companies
3,234Contacts tracked
1,546Verified emails
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The 25 largest family office private equity investors based in Sydney, Australia

Ranked by team size
Top 25 of 176 company matches for family office private equity investors based in Sydney, Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchSydney, AustraliaHQ recorded Sep 28, 2026201-500556 contacts →

Exact match

“Ord Minnett is an Australian owned wealth management and investment services firm.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchSydney, AustraliaHQ recorded Sep 28, 2026201-500412 contacts →

Exact match

“Shaw and Partners Financial Services is one of Australasia’s leading investment and wealth management firms.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchSydney, AustraliaHQ recorded Sep 28, 202651-200156 contacts →

Exact match

“Wilsons Advisory has a distinguished history in financial services that spans over 125 years.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchSydney, AustraliaHQ recorded Sep 28, 202651-200144 contacts →

Exact match

“At Koda Capital we are taking an innovative approach to private wealth management - an approach that places our clients’ needs first.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchSydney, AustraliaHQ recorded Sep 28, 2026201-500114 contacts →

Exact match

“REAL ASSET MANAGEMENT (RAM®) is an Australian alternative asset manager, providing investment solutions in Credit, Real Estate, and Private Equity markets, for institutions and…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchSydney, AustraliaHQ recorded Sep 28, 202651-200101 contacts →

Exact match

“Alceon was founded in 2010 by a group of senior investment professionals who believed private capital could be more personal, more principled, and more aligned.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchSydney, AustraliaHQ recorded Sep 28, 202651-20071 contacts →

Exact match

“Roc Partners is a specialist private markets investment firm with approx.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5051 contacts →

Exact match

“Alteris Financial Group provides financial advisory and management for individuals and families across generations.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5041 contacts →

Exact match

“Tribeca Investment Partners is a specialist, active investment and advisory firm with offices in Sydney, Brisbane and Singapore.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5037 contacts →

Exact match

“Lipman Burgon & Partners is a specialist wealth management firm providing sophisticated solutions to private clients, family offices and not-for-profit portfolios.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5033 contacts →

Exact match

“River X is a financial services firm built to serve clients across the full spectrum of the advice landscape, from retail investors taking their first serious steps toward…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5024 contacts →

Exact match

“For 25 years, Providence Wealth Advisory Group has delivered client-first investment advice and bespoke wealth management strategies to high-net-worth individuals, families, and…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5024 contacts →

Exact match

“RW Capital is a leading investment firm in Australia and New Zealand.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5023 contacts →

Exact match

“Atrium Investment Management is a specialist global investment management firm based in Sydney.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5023 contacts →

Exact match

“Peak Investment Partners is a privately owned investment management firm based in Sydney, offering personalised investment services to wholesale investors.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5021 contacts →

Exact match

“Private Multi Family Office Preserving wealth.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5019 contacts →

Exact match

“Peloton Capital specialises in providing investment, corporate advisory & transactions, mergers and acquisitions, initial public offerings, securities trading and wealth…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchSydney, AustraliaHQ recorded Sep 28, 20261-1019 contacts →

Exact match

“Marshall Investments is a private investment company and office for the Marshall family based in Martin Place, Sydney.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5018 contacts →

Exact match

“Lorica Partners is an independent advice firm seeking to find ever more thoughtful and effective ways to help our clients live their best life possible.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5017 contacts →

Exact match

“Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5016 contacts →

Exact match

“Diamond Blue Financial Services is a leading, privately-owned financial advisory firm, delivering personalised and intelligent strategies primarily to sophisticated investors.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5015 contacts →

Exact match

“Formed in 2009, Spire Capital Pty Ltd (Spire) is a global private markets specialist and holds a wholesale Australian Financial Services Licence (AFSL).”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchSydney, AustraliaHQ recorded Sep 28, 20261-1015 contacts →

Exact match

“Port Jackson Family Office is a boutique advisory firm partnering with highly successful individuals and their families to provide bespoke financial advice, privileged access to a…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchSydney, AustraliaHQ recorded Sep 28, 20261-1015 contacts →

Exact match

“Teoh Capital is a private investment firm, managing the assets of David Teoh and his family - We partner with family and founder-led businesses to grow over the long term - Our…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchSydney, AustraliaHQ recorded Sep 28, 202611-5014 contacts →

Exact match

“Committed to preserving and growing multigenerational wealth, Montgomery Investment Management provides a comprehensive suite of funds for individuals, families and their advisers.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 176 family office private equity investors based in Sydney, Australia

See the full list, filter by size, metro and specialty, and access 1,546 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family office private equity investors based in Sydney, Australia at a glance

As of Sep 28, 2026
47.8%Verified-email coverage
18.4Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
111
11-50
51
51-200
6
201-500
4
501-1,000
3
1,001-5,000
1

Email recency for this list is measured across the whole Australia list rather than for Sydney, so it is reported there. Company counts and contact totals on this page are exact for Sydney, over 176 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Sydney, Australia whose business descriptions match “family office private equity investors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 1,546 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 28, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Family office private equity investors by metro in Australia

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “family office private equity investors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family office private equity investors are there based in Sydney, Australia?

RevenueBase identified 176 company matches for family office private equity investors associated with Sydney, Australia as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

ORD Minnett tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in Australia has the most family office private equity investors?

Sydney leads Australia with 176 company records, followed by Melbourne (100) and Brisbane (26).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 1,546 professional contacts with verified work emails tracked across these 176 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 28, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.