Single Family OfficeRIA · CRD 323195SEC-Registered

Updated:

Bruderman Family Office

Bruderman Family Office was established in 1999 by Matthew J. Bruderman. The firm oversees multi-generational capital generated in investment banking and...

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Bruderman Family Office

Bruderman Family Office was established in 1999 by Matthew J. Bruderman. The firm oversees multi-generational capital generated in investment banking and financial services. It maintains headquarters in Locust Valley, New York, and coordinates philanthropic activities through the Bruderman Family Foundation. The office deploys capital via direct co-investments, SPVs, private credit, and private equity. Asset classes include AgriTech & FoodTech, FinTech, Healthcare Services, Industrial Tech, Media & Entertainment, PropTech, and Luxury. Confirmed positions include Seviroli Foods and Vertullo Imports, both executed alongside co-investor Mill Point Capital. Geographic reach covers North America, Europe, and Asia. Investment stages span buyout, growth, and late stage. No public figure for assets under management or team size has been released. The firm lists no additional offices. Matthew J. Bruderman also serves on the advisory board of the North Shore Land Alliance and as Chairman of Nassau Healthcare Corporation. No operational events from the last 24 months appear in available records. The structure combines a single-family office with an active merchant banking division. This setup allows direct control over opportunistic lower-middle-market investments while preserving family oversight of capital allocation and governance.

General information

Firm type

Single Family Office

Year founded

1999

Location

Region

North America

Country

United States

City

Locust Valley

Corporate office

119 Birch Hill Road, Locust Valley, NY 11560, United States

Principals

Matthew J. Bruderman

Chairman

Sector focus

AgriTech & FoodTechEnergy Transition & RenewablesFinTechHealthcare ServicesIndustrial TechMedia & EntertainmentMobility & TransportationPropTechSpaceTechSupply Chain & LogisticsInsurTechLuxury

Frequently asked questions

Who runs investment decisions at Bruderman Family Office?

Matthew J. Bruderman serves as Chairman and directs investment decisions. The firm operates a merchant banking platform that evaluates minority and control opportunities in the lower middle market.

Does Bruderman Family Office participate in fund commitments or only direct deals?

The office executes direct co-investments and SPVs. It also deploys through private credit and private equity structures alongside partners such as Mill Point Capital.

What investment stages does Bruderman Family Office typically target?

The firm covers buyout, growth, and late-stage opportunities. Focus remains on lower-middle-market transactions with proven management teams.

Where does the underlying wealth come from?

Wealth originates from the Bruderman family’s activities in investment banking and financial services. The office preserves and deploys this capital across operating businesses and real assets.

How is Bruderman Family Office related to Bruderman & Co?

Bruderman Family Office functions as the family’s investment arm while Bruderman & Co operates the registered broker-dealer, investment advisor, and merchant bank subsidiaries.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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