Key facts
- Family Office Research is a family office based in Bethesda, Maryland.
About Family Office Research
Family Office Research is a multi-family office based in Bethesda, Maryland. Established in 2005, the firm provides services to high-net-worth families and foundations. It offers family office services including financial planning, estate planning, tax planning, private banking, investment services, insurance and risk management and trust administration. The assets are managed by the executive management team.
Registered with the SEC
Form ADV · 2026-03 · CRD 144136- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 5
- Registered office
- BETHESDA, MD
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as FAMILY OFFICE RESEARCH, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Family Office Research are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is Family Office Research's AUM?
- Family Office Research manages approximately $500 in assets.