Company lists · Data refreshed September 2026
Top 25 Family office private equity investors based in Charlotte, United States
RevenueBase identified 75 family office private equity investors headquartered in Charlotte, United States as of September 2026 and tracks 452 professional contacts across them, including 184 with verified work emails. Across the United States, New York is the largest hub for this category (657 companies); Charlotte has 75.
This list covers family office private equity investors headquartered in Charlotte, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.
The 25 largest family office private equity investors based in Charlotte, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 31 contacts → | ||||
Indirect evidence “At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 29 contacts → | ||||
Partial evidence “An independent wealth advisory firm founded by our family and designed for your family.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 26 contacts → | ||||
Strong evidence “New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 18 contacts → | ||||
Strong evidence “Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 16 contacts → | ||||
Partial evidence “Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 12 contacts → | ||||
Strong evidence “Crown Wealth Group's Personal CFO platform offers comprehensive family-office solutions to affluent families in search of a unified point of contact for all their financial…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 12 contacts → | ||||
Partial evidence “WSC & Company is a private investment firm focused on acquiring businesses through the traditional search fund model.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 10 contacts → | ||||
Strong evidence “Private Wealth Management Firm specializing in helping individuals, families and small business owners in the areas of risk management, wealth accumulation and wealth…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 9 contacts → | ||||
Strong evidence “Blue Ridge Construction Capital is a building products focused private equity firm investing in family and founder owned businesses seeking a collaborative, experienced partner to…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 9 contacts → | ||||
Strong evidence “A boutique asset manager, initially established as family office and guided by a disciplined, value orientation.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 9 contacts → | ||||
Strong evidence “ARC Industries is a family office in Charlotte that has made 19 acquisitions since Looking for traditional businesses with cash flow between $500k and $2m.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 8 contacts → | ||||
Indirect evidence “WealthPlan Financial Group is an independent, comprehensive financial services firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 7 contacts → | ||||
Indirect evidence “One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 7 contacts → | ||||
Indirect evidence “Carolinas Investment Consulting “CIC” is an employee-owned investment consulting boutique with over $1.5 billion of client assets under advisement.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 6 contacts → | ||||
Strong evidence “Selwyn Equity Partners is a progressive private equity firm with a unique and disciplined approach to helping companies achieve their business and human potential.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 6 contacts → | ||||
Strong evidence “Sparta is a unique multi-family office company for discerning individuals, families and businesses.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 5 contacts → | ||||
Indirect evidence “A concierge wealth advisory firm, specializing in working with high net worth clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 5 contacts → | ||||
Indirect evidence “Preserve | Strengthen | Grow ™ Bringing Institutional Investment Management Capabilities to Clients.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 5 contacts → | ||||
Strong evidence “Tar River Legacy Partners is not a private equity fund or a buy-out shop.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Strong evidence “We are a Family Office for Your Family Mercer Advisors acquired Kingfisher Capital, a Charlotte, North Carolina based investment advisory, in October 2023.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 4 contacts → | ||||
Indirect evidence “Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 4 contacts → | ||||
Partial evidence “For more than 80 years, Morehead Group has worked closely with our clients and their professional advisory teams to help affluent individuals, families, and business owners…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 3 contacts → | ||||
Indirect evidence “E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 3 contacts → | ||||
Strong evidence “Cornwell Capital is a family office pursuing direct investments in lower middle-market companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Indirect evidence “Benefit From Our Multi-Disciplinary Approach Today's climate is complex.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office private equity investors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names family office private equity investors.
- Partial evidence
- Its own public description names part of family office private equity investors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office private equity investors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 75 family office private equity investors based in Charlotte, United States
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Family office private equity investors based in Charlotte, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Charlotte, so it is reported there. Company counts and contact totals on this page are exact for Charlotte, over 75 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among family office private equity investors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Charlotte, United States whose own description of what they do matches “family office private equity investors”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names family office private equity investors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among family office private equity investors, and records with no verified work email. Companies headquartered outside Charlotte are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 184 across the full list. 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.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Family office private equity investors by metro in the United States
- Family office private equity investors in New York657
- Family office private equity investors in Chicago216
- Family office private equity investors in Dallas209
- Family office private equity investors in Miami196
- Family office private equity investors in Houston157
- Family office private equity investors in Los Angeles147
- Family office private equity investors in Atlanta142
- Family office private equity investors in Boston141
- Family office private equity investors in San Francisco131
- Family office private equity investors in Denver100
- Family office private equity investors in Austin99
- Family office private equity investors in San Diego94
- Family office private equity investors in Scottsdale72
- Family office private equity investors in Newport Beach70
- Family office private equity investors in Tampa60
- Family office private equity investors in Cincinnati54
- Family office private equity investors in Seattle53
- Family office private equity investors in Irvine50
- Family office private equity investors in Minneapolis47
- Family office private equity investors in Washington46
- Family office private equity investors in Portland45
- Family office private equity investors in Boca Raton44
- Family office private equity investors in Pittsburgh44
- Family office private equity investors in Birmingham41
- Family office private equity investors in Indianapolis39
- Family office private equity investors in Las Vegas39
- Family office private equity investors in Naples39
- Family office private equity investors in Fort Worth37
- Family office private equity investors in Nashville37
- Family office private equity investors in Omaha35
- Family office private equity investors in Bellevue34
- Family office private equity investors in Raleigh34
- Family office private equity investors in Salt Lake City34
- Family office private equity investors in Madison33
- Family office private equity investors in Phoenix33
- Family office private equity investors in Richmond33
- Family office private equity investors in Sarasota33
- Family office private equity investors in Cleveland32
- Family office private equity investors in Grand Rapids32
- Family office private equity investors in Louisville32
- Family office private equity investors in Overland Park32
- Family office private equity investors in Beverly Hills31
- Family office private equity investors in Columbus31
- Family office private equity investors in Philadelphia31
- Family office private equity investors in Wilmington30
- Family office private equity investors in Orlando29
- Family office private equity investors in San Antonio29
- Family office private equity investors in Charleston28
- Family office private equity investors in Memphis28
- Family office private equity investors in Stamford28
- Family office private equity investors in Fort Lauderdale27
- Family office private equity investors in Coral Gables26
- Family office private equity investors in Greenville26
- Family office private equity investors in Tulsa25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names family office private equity investors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many family office private equity investors are there based in Charlotte, United States?
RevenueBase identified 75 family office private equity investors headquartered in Charlotte, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Linden Thomas & Company, headquartered in Charlotte, tops this list with the largest team on record.
Which city in the United States has the most family office private equity investors?
New York leads the United States with 657 headquartered companies, followed by Chicago (216) and Dallas (209). Charlotte has 75.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 184 verified decision-maker contacts tracked across these 75 companies.
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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- Family office private equity investors based in Bordeaux, France
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 Smart Search, 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.
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