Monthly Family Office Data Report: May 2022

Each month, the FINTRX Family Office and Registered Investment Advisor (RIA) Platform adds and updates hundreds of family offices, family office contacts, tracked investments, and assets to our private wealth dataset. To showcase this model of growth, we have compiled a breakdown of all new and updated family office data from May 2022.

Key Family Office Data Points: May 2022

• - New Family Offices: 53
• - New Family Office Contacts: 695
• - New Family Office Data Points: 7,690+
• - Total Family Office Additions: 1,590+
• - Newly Tracked Family Office Investments: 840+
• - Emerging Fund Investors: 42% 
• - New Family Office Assets Tracked: $86.65B+

Family Office Additions

Throughout May, the FINTRX Data Research team added 53 new family offices, nearly 700 family office contacts, and 840+ newly tracked investments to our dataset. 

• - New Family Offices: 53
• - New Family Office Contacts: 695
• - Newly Tracked Family Office Investments: 843

Updated Entities

• - Updated Family Offices: 430
• - Updated Family Office Contacts: 936

Asset Class Interest Breakdown

• - Private Equity: 85%
• - Direct Investments: 79%
• - Real Estate: 64% 
• - Venture Capital: 49%
• - Hedge Funds: 17%
• - Fund of Funds: 15%
• - Long Only: 2%

Single-Family Offices vs. Multi-Family Office Breakdown

• - Single-Family Offices: 62%
• - Multi-Family Offices: 38%

Assets Under Management (AUM) Breakdown

The following chart accounts for all newly added family offices added throughout May that disclosed their assets under management (AUM). A majority of new firms have assets above $5B+ at 36%. All others made up 18% or less. 

• - $100M-$400M: 18%
  
• - $400M-$1B: 10%
• - $1B-$1.5B: 18%
• - $1.5B-$2B: 18%
• - $5B+: 36%

Geographical Breakdown of New Family Offices Added

The chart below displays the geographical breakdown of all new family offices added throughout May. A majority of new groups are domiciled in North America (62%) and Europe (26%). New firms headquartered in Asia and the Middle East make up 6%, respectively. 

• - North America: 62%
• - Europe: 26%
• - Asia: 6%
• - Middle East: 6%

Newly Tracked Family Office Investments

• - Technology: 28%
• - Consumer Goods: 12%
• - Financial Services: 12%
• - Healthcare & Biotech: 10%
• - Business Services: 6%
• - Real Estate & Construction: 5%
• - Manufacturing: 5%
• - Media & Entertainment: 4%
• - Energy & Utilities: 4%
• - Transportation: 4%
• - Other Sectors: 10%

Download the Report

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FINTRX provides comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help you identify, access, and map the private wealth ecosystem. Explore in-depth dossiers on each family office & investment advisor. Access AUM, source of wealth, investment criteria, previous investment history, sectors & industries of interest and advisor growth signals, among other key data points.

Additionally, FINTRX provides insight and expansive contact information on 850,000+ decision-makers, featuring job titles, direct email addresses, phone numbers, common connections, alma maters, past employment history, brief bios & much more. 

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