LP Profile

Collective Family Office

Multi Family Office (MFO)York, United States
$320M
Assets Under Management
York
Headquarters
Investment Focus

About Collective Family Office

At Collective Family Office, we perform the function of your family's CFO, serving as your wealth management advocate by integrating the advice from trusted specialists to help you optimize your familyÀ6 s financial and intergenerational affairs.\ \ \

Preferred Investment Types

Joint Venture/PartnerPrivate EquityVenture Capital - Early StageVenture Capital

Preferred Sectors & Themes

Capital MarketsFund of FundsInvestment ManagementLegal & Tax ServicesMulti-Asset InvestingRetirement PlanningStartups & ManagementTrust ManagementWealth & Estate PlanningAlternative InvestmentsFinanceFinancial ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Collective Family Office from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$533.4M
Total Clients
478
Filing Date
March 6, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Collective Family Office?

Collective Family Office is a multi family office (mfo) based in York, United States, managing approximately $320M in assets.

Where is Collective Family Office headquartered?

Collective Family Office is headquartered in York, United States.

How much does Collective Family Office manage?

Collective Family Office manages approximately $320M in assets under management.

What does Collective Family Office invest in?

Collective Family Office focuses on Joint Venture/Partner, Private Equity, Venture Capital - Early Stage, Venture Capital, Capital Markets, Fund of Funds, Investment Management, Legal & Tax Services.

How can I contact Collective Family Office?

Verified contact details, key decision-makers, and investment preferences for Collective Family Office are available on LPbacked. Create a free account to access them.