Atlanta
, Georgia
The Cathy Family Office, based in Atlanta, manages the fortune of the heirs to the Chick-fil-A fortune. It backs private equity funds, including emerging manager funds. It invests directly in venture capital (in a limited fashion), private equity ($5 million minimum) and real estate. It will take a flyer on an emerging manager. John W. Stephenson Jr is the vice president and head of the Cathy Family Office. The senior directors are Andrew Fisher and Ryan Haning. Elizabeth Chapman serves as family services lead.
MS476
Westport
, Connecticut
Cat Trail Capital is the Weston, Connecticut-based single family office of the Dekker family, which made its fortune in scientific, technology and medical publishing.
David Dekker, managing partner, founded the firm in 2004, and leads it with his brother and partner, Russell Dekker. Andrew Budinoff serves as director of portfolio management and trading.
Within alternatives, the firm makes both fund commitments and direct investments. It has an appetite for private equity, real estate, venture capital, secondaries, private credit and hedge funds. It backs both emerging managers and impact investments. On the direct side it likes making venture capital investments at the seed stage up to $10 million; in a private equity deal it will invest $10 million to $50 million.
MS476
St Helier, Jersey
, Channel Islands
Stonehage Fleming was formed from the merger of the Stonehage family office and the Fleming family office. The firm now serves high-net-worth families and individuals, investing across asset classes and industries, both directly and through funds, as well as offering separate accounts and consulting services.
MS476
$15.12 billion assets under management
New York
, New York
Apogem Capital is an alternative investment firm specializing in the middle market with approximately $41 billion in AUM. It was formed in 2022 after amalgamating the businesses of funds-of-funds manager PA Capital, lender Madison Capital, and co-investor GoldPoint Partners into one organization.
In total, the umbrella entity, which is a subsidiary of New York Life, has developed some 320 sponsor relationships and made approximately 2,700 investments. The private equity team manages about $20 billion in assets and invests across buyout, secondary, growth, turnaround and co-investment strategies. The firm has a long history of backing new funds and has committed $1.5 billion to 95 emerging managers. Apogem also has a “social advancement” strategy that targets managers from diverse backgrounds across Canada and the United States. The private credit team manages about $18 billion in assets spread across direct lending and junior debt strategies, while the real asset department has about $1 billion in AUM.
MS476
$41 billion assets under management
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