Family Offices & Private Equity Firms

Goals

To compile a list of active family offices and private equity firms located in San Diego as well as their respective business information such as name, website, contact email of managing director, and investment strategy.

Early Findings

There are several active family offices and private equity firms operating in San Diego. Below are some of our findings:

HighTower

  • The firm is located in San Diego and offers a vast array of family office services including personal financial planning, investment consulting, asset allocation, and legacy planning.
  • The firm's investment strategy features a four-step investment process including assessment and review, analysis and planning, implementation and execution, and monitoring and on-going management.

Company email: htsandiego@hightoweradvisors.com
Website: https://hightoweradvisors.com/

GPW

  • The firm runs a family office in Saa Diego. It offers a comprehensive “do-it-all” service ranging from tax and investment reviews to asset protection and diversification.
  • According to its website, it focuses on "developing relationships, not client accounts," while developing trust and reliability.

Company email: info@gpwcpas.com
Website: https://gpwcpas.com/

DiversifyFund

  • The private equity firm typically invests in commercial real estate, specifically multifamily apartment buildings. The firm is based in San Diego and has a total of $100 million worth of assets under management.
  • The firm's investment strategy involves acquiring properties, funding necessary renovations, and disposal of the asset at maximum profit.

Company email: customerrelations@diversyfund.com
Website: https://diversyfund.com/


TIDEROCK

  • The firm is a private equity establishment located in San Diego. It primarily invests in B2B services, software, internet, and technology companies.
  • The firm investment approach seeks to collaborate with invested companies without getting in their way or overburdening companies with debt while working actively to align the interests of sellers, managers, investors, and executives.

Website: http://tiderockholdings.com/

Summary of Findings

  • In our initial hour of research, we were able to identify two family offices and two private equity firms operating in San Diego, California. We were also able to provide their respective business information such as name, website, contact email, and investment strategy.
  • The individual email address to their respective managing directors or CEOs is not publicly available, hence, we have provided the email contact to the respective businesses.

Proposed next steps:

You need to be the project owner to select a next step.
We are suggesting further research that will build upon the initial findings. To that end, we'd recommend research to identify 8 - 10 additional family offices and private equity firms operating in San Diego (totaling 16 - 20 firms in all) as well as their respective business information such as name, website, contact email, and investment strategy.
As a second option, if you're looking to develop a larger database, we are prosing research to identify services that curate such the names of family offices and private equity firms in San Diego. Specifically, we will identify 5 - 7 of such services including their pricing structure (if they aren't free services)