Company lists · Data refreshed September 2026

Top 25 Family office private equity investors based in Charlotte, United States

RevenueBase identified 75 company matches for family office private equity investors associated with 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 (690 companies); Charlotte has 75.

This list covers company matches for family office private equity investors associated with Charlotte, United States, 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
75Companies
452Contacts tracked
184Verified emails
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The 25 largest family office private equity investors based in Charlotte, United States

Ranked by team size
Top 25 of 75 company matches for family office private equity investors based in Charlotte, United States, 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 matchCharlotte, NC, United StatesHQ recorded Sep 28, 202611-5031 contacts →

Exact match

“At Linden Thomas & Company, our mission is to provide clients with the most efficient path to wealth accumulation, retention, and transfer of assets.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 202611-5029 contacts →

Exact match

“An independent wealth advisory firm founded by our family and designed for your family.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 202611-5026 contacts →

Exact match

“New Republic Partners provides clients with next-level investment solutions, wealth management and family office services.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 202611-5018 contacts →

Exact match

“Colony Family Offices is an independent, multi-family office providing fully integrated wealth planning, investment management and fiduciary services to individuals and families…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 202611-5016 contacts →

Exact match

“Novare Capital Management is a privately owned investment management firm registered with the Securities and Exchange Commission.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 20261-1012 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 20261-1012 contacts →

Exact match

“WSC & Company is a private investment firm focused on acquiring businesses through the traditional search fund model.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 202611-5010 contacts →

Exact match

“Private Wealth Management Firm specializing in helping individuals, families and small business owners in the areas of risk management, wealth accumulation and wealth…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 20261-109 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 20261-109 contacts →

Exact match

“A boutique asset manager, initially established as family office and guided by a disciplined, value orientation.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 20261-109 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 202651-2008 contacts →

Exact match

“WealthPlan Financial Group is an independent, comprehensive financial services firm.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 202611-507 contacts →

Exact match

“One of Charlotte’s oldest and largest financial planning and investment management firms, Carroll Financial Associates, Inc.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 202611-507 contacts →

Exact match

“Carolinas Investment Consulting “CIC” is an employee-owned investment consulting boutique with over $1.5 billion of client assets under advisement.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 202611-506 contacts →

Exact match

“Selwyn Equity Partners is a progressive private equity firm with a unique and disciplined approach to helping companies achieve their business and human potential.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 202611-506 contacts →

Exact match

“Sparta is a unique multi-family office company for discerning individuals, families and businesses.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 20261-105 contacts →

Exact match

“A concierge wealth advisory firm, specializing in working with high net worth clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 20261-105 contacts →

Exact match

“Preserve | Strengthen | Grow ™ Bringing Institutional Investment Management Capabilities to Clients.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 20261-105 contacts →

Exact match

“Tar River Legacy Partners is not a private equity fund or a buy-out shop.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 202611-505 contacts →

Exact match

“We are a Family Office for Your Family Mercer Advisors acquired Kingfisher Capital, a Charlotte, North Carolina based investment advisory, in October 2023.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 202611-504 contacts →

Exact match

“Financial Planning, Wealth Management, Investment Strategies, Tax & Accounting, Estate Planning, Asset Protection, Retirement Planning, Tactical Investment Management…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 20261-104 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 202611-503 contacts →

Exact match

“E2i Financial Group is an industry-leading financial services firm offering a unique platform that blends objective wealth management advice with innovative technology.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 20261-103 contacts →

Exact match

“Cornwell Capital is a family office pursuing direct investments in lower middle-market companies.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchCharlotte, NC, United StatesHQ recorded Sep 28, 20261-103 contacts →

Exact match

“Benefit From Our Multi-Disciplinary Approach Today's climate is complex.”

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

Showing 25 of 75 family office private equity investors based in Charlotte, United States

See the full list, filter by size, metro and specialty, and access 184 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family office private equity investors based in Charlotte, United States at a glance

As of Sep 28, 2026
40.7%Verified-email coverage
6.0Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
54
11-50
18
51-200
2
5,001-10,000
1

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

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 Charlotte, United States 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 184 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 the United States

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 Charlotte, United States?

RevenueBase identified 75 company matches for family office private equity investors associated with Charlotte, United States 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?

Linden Thomas & Company tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

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

New York leads the United States with 690 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 184 professional contacts with verified work emails tracked across these 75 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.