Multi-Family OfficeRIA · CRD 297786SEC-Registered

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Declaration Partners

Declaration Partners is a multi-family office with an estimated founding date in the 2010s, shaped by the wealth of Canadian and American families seeking...

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Declaration Partners

Declaration Partners is a multi-family office with an estimated founding date in the 2010s, shaped by the wealth of Canadian and American families seeking pooled investment access. The firm operates from Toronto, New York, Montreal, and Pittsburgh, with additional offices in San Francisco and Palo Alto, reflecting a coast-to-coast North American presence. The firm's investment strategy spans private equity, real estate, and venture capital, focusing on direct deals and co-investments alongside established general partners. Declaration Partners targets growth-stage companies and real assets, with a geographic focus on the United States and Canada. The firm is known to participate in syndicated transactions, often joining larger institutional investors in later-stage private placements. With a team of professionals stationed across six offices, Declaration Partners provides operational support and strategic guidance to portfolio companies. The firm also facilitates peer networking among its family office clients, operating similar to a club model where families share due diligence and co-invest. No recent operational events are publicly available, and the total team size is not disclosed. A structural differentiator for Declaration Partners is its multi-city operating model, which allows the firm to source deals across multiple US and Canadian markets simultaneously. By maintaining a decentralized network of offices, the firm can leverage regional relationships without a single headquarters bias, enabling a broader pipeline of proprietary investment opportunities.

General information

Firm type

Multi Family Office

Year founded

2020

Location

Region

North America

Country

Canada

City

Toronto

Corporate office

Toronto, Canada

Additional offices

New York · Montreal · Pittsburgh · San Francisco · Palo Alto

Principals

David M. Rubenstein

Founder / Anchor Investor

Brian Frank

Founder, Managing Partner & Co-Head of Private Investments

Todd S. Rich

Co-Founder and Head of Real Estate

Vipul Tandon

Partner & Co-Head of GP Solutions

Brian Stern

Partner & Co-Head of Private Investments

Federico Schiffrin

Partner & Co-Head of GP Solutions

Sector focus

FinTechDigital HealthAgriTech & FoodTechClimateTechEnergy Transition & RenewablesMobility & TransportationGamingPropTechIndustrial TechSpaceTechMedia & EntertainmentReal EstateHealthcare Services

Frequently asked questions

Who runs investment decisions at Declaration Partners?

Brian Frank and Brian Stern co-head Private Investments. Todd S. Rich chairs the Real Estate Investment Committee. Vipul Tandon and Federico Schiffrin co-head GP Solutions. David M. Rubenstein receives priority access but does not sit on the investment committee.

How does Declaration Partners source proprietary deal flow?

The firm draws on Rubenstein family relationships, former MSD Partners and JBG SMITH networks, and board seats at Redesign Health, Paxos, and ConcertAI. Co-investors such as Michael Jordan and QuadReal Property Group have also generated repeat opportunities.

Is Declaration Partners structured as a single family office or does it operate more like a venture firm?

It began as the Rubenstein family office vehicle and remains anchored by that capital. It now accepts commitments from other family offices and institutions, functioning as a hybrid multi-investor platform with permanent family capital.

Does Declaration Partners participate in fund commitments or only direct deals?

The GP Solutions strategy makes seed and co-investments alongside emerging managers. Private Investments and Real Estate focus on direct equity, preferred equity, and asset acquisitions rather than blind-pool fund commitments.

What investment stages does Declaration Partners typically target?

Private Investments covers early-stage, growth equity, and buyouts. Real Estate executes core-plus through opportunistic acquisitions. GP Solutions targets emerging managers at platform-formation stage.

Where does the underlying wealth come from?

David M. Rubenstein, co-founder of The Carlyle Group, supplies the largest single commitment. Additional capital arrives from other family offices and institutions that commit to the three strategies.

What is Declaration Partners known posture on co-investments alongside external GPs?

The firm regularly joins external sponsors on direct deals. Examples include co-investments with Harlem Capital in Poolit, Oak HC/FT in Paxos, and Revolution Growth in Convene.

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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