Cabot Family Office
Cabot Family Office is a multi-family office headquartered in Warren, United States. Founded in 2019, it oversees investment advisory and financial planning services for multiple high-net-worth families, integrating portfolio management, estate structures,...
Cabot Family Office
Cabot Family Office is a multi-family office headquartered in Warren, United States. Founded in 2019, it oversees investment advisory and financial planning services for multiple high-net-worth families, integrating portfolio management, estate structures, tax strategies, and philanthropic coordination through a centralized team led by founder and principal advisor Marcus Hernandez. The firm leverages analytical planning tools to align capital with intergenerational objectives—delivering comprehensive wealth management and estate planning.
General information
Firm type
Multi Family Office
Year founded
2019
AUM
—
Location
Region
North America
Country
—
City
Warren
Corporate office
108 Main Avenue Southwest, Warren, OH, USA
Frequently asked questions
What is Cabot Family Office?
Cabot Family Office is a multi family office headquartered in Warren.
When was Cabot Family Office founded?
Cabot Family Office was founded in 2019.
Where is Cabot Family Office headquartered?
Cabot Family Office is headquartered in Warren, in the North America region.
What does Altss track for Cabot Family Office?
Altss maintains an OSINT-verified profile of Cabot Family Office covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Cabot Family Office's website?
Cabot Family Office's public website is www.cabotfamilyoffice.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Cabot Family Office?
Cabot Family Office is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Cabot Family Office?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Cabot Family Office?
Cabot Family Office's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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