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Top 10 Family Offices in Tampa (2026)

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Here are ten of the top active family offices from our database that are based in Tampa, along with their websites:

  1. Ballast Point Capital
    Ballast Point Capital is a well-capitalized, growth-oriented single family office based in Tampa, Florida, that manages the investments of the Theofilos family. It focuses on capital preservation, wealth creation, and long-term value across public and private equities, M&A, fixed income, alternatives, and real estate, using permanent family capital to pursue long-duration, compounded growth.
  2. info@paramhansa.life
    Param Hansa Values is guided by an investment philosophy rooted in creating long-term value for both its partners and the communities it impacts, investing responsibly and for the greater good. It aims to support institutions that prioritize workplace equity and life science companies committed to enhancing the quality of human life.
  3. LCM Group
    LCM Group is a Dallas-based investment management firm and family office founded in 1988, with over three decades of experience in alternative investments including private equity, private real estate, private credit, and hedge funds, alongside more traditional marketable securities. It emphasizes risk management, capital appreciation, and the flourishing of its team, partners, and portfolio companies.
  4. Liberty Group
    Liberty Group is a single-family office with more than $1 billion in portfolio investments, including over $1.15 billion invested in commercial real estate spanning urban retail, multi-family, office, student housing, and senior-living properties. It also holds licensed Starbucks cafes and 57 hotels, primarily affiliated with Hilton and Marriott brands.
  5. M4 Investing
    M4 Investing is a private single family office managed by and for the Mitchell family, holding investments in real estate, equities, and funds while also angel investing in startups. It currently owns and operates five portfolio companies.
  6. Third Lake Capital LLC
    Third Lake Capital, known as Third Lake Partners, is an investment advisory firm founded in 2019 that advises a variety of private investment funds, influential families, and individuals. It focuses on alternative investment strategies while also offering total portfolio advisory services, directly or through longstanding third-party advisor relationships.
  7. Weatherford Capital
    Weatherford Capital is a family-owned private investment firm with offices in Tampa, Florida, and Dallas, Texas, currently investing from its second flagship fund and having raised more than $1 billion since inception. Its senior team has transacted over 80 deals across multiple economic cycles, with core focus areas in technology, financials, and business and consumer services.
  8. Clearwell Group
    Clearwell Group is a family office investment firm based in Tampa, Florida, founded in 2009, that makes control and meaningful minority investments in southeastern U.S. companies, with a focus on Florida, across manufacturing, business services, healthcare, software, and financial services. It invests in public securities and private businesses directly and through private equity funds.
  9. Lindell Investments
    Lindell Investments was formed in 1997 by Chairman Carl Lindell Jr. of Tampa, building on his career in automotive and real estate. A highly capitalized, Tampa-based private family office representing the Lindell family and its investors, it focuses on capital preservation and long-term wealth creation through real estate development, opportunistic bridge and mezzanine lending, and lower-middle-market private equity.
  10. HFO Investments
    HFO Investments is a family-backed investment office in Tampa, Florida, that invests its own capital in real estate, business growth, and private lending. It considers deals ranging from vacant land to full development, backs meaningful businesses built by trusted people, and provides flexible capital to local borrowers secured by real estate.

For more information and listings of active family offices:

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