Updated:
Clarfeld Family Office
Clarfeld Family Office traces its origin to 1981 when CPA Robert Clarfeld established an advisory practice that later became a multi-family office.
Clarfeld Family Office
Clarfeld Family Office traces its origin to 1981 when CPA Robert Clarfeld established an advisory practice that later became a multi-family office. The firm remains headquartered in Tarrytown, New York, and focuses on integrated planning for wealthy families. The office allocates across public equities, private funds, direct co-investments and insurance-linked instruments. It also executes startup-stage commitments and supports philanthropic mandates. All activity stays within North America. No recent operational events from the last 24 months appear in available records. Team size and additional offices remain undisclosed.
General information
Firm type
Multi Family Office
Year founded
1981
AUM
12.2B (Altss estimate)
Location
Region
North America
Country
United States
City
Tarrytown
Corporate office
Tarrytown, NY, United States
Principals
Robert Clarfeld
Founder
Sector focus
Frequently asked questions
Who founded Clarfeld Family Office?
CPA Robert Clarfeld started the firm in 1981 as an advisory practice that evolved into a multi-family office.
What asset classes does Clarfeld Family Office use?
The firm invests in public markets, private funds, direct co-investments, insurance-linked instruments and startup opportunities.
Where does Clarfeld Family Office operate?
All documented activity occurs in North America with headquarters in Tarrytown, New York.
Does Clarfeld Family Office manage philanthropy?
Yes. The firm oversees philanthropic and mission-related investing alongside family governance and succession planning.
What is the disclosed AUM for Clarfeld Family Office?
Altss records list $12.2 billion under management.
Profile maintained by Altss 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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: