Palm Equity Family Office
Palm Equity Family Office is a multi-family office headquartered in West Palm Beach. Founded in 2008 by investment adviser Grant Mashek following his tenure at CSM Capital Corporation, the firm originated from the pooled capital of several entrepreneurial...

Palm Equity Family Office
Palm Equity Family Office is a multi-family office headquartered in West Palm Beach. Founded in 2008 by investment adviser Grant Mashek following his tenure at CSM Capital Corporation, the firm originated from the pooled capital of several entrepreneurial families. Palm Equity constructs multi-asset portfolios, performs specialist and emerging-manager selection, and manages discretionary allocations across public and private markets—allocating patient capital for ultra-high-net-worth clients.
General information
Firm type
Family Office (Unspecified)
Year founded
2008
AUM
—
Location
Region
North America
Country
—
City
West Palm Beach
Corporate office
One North Clematis Street Suite 320
Frequently asked questions
What is Palm Equity Family Office?
Palm Equity Family Office is a family office (unspecified) headquartered in West Palm Beach.
When was Palm Equity Family Office founded?
Palm Equity Family Office was founded in 2008.
Where is Palm Equity Family Office headquartered?
Palm Equity Family Office is headquartered in West Palm Beach, in the North America region.
What does Altss track for Palm Equity Family Office?
Altss maintains an OSINT-verified profile of Palm Equity 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 Palm Equity Family Office's website?
Palm Equity Family Office's public website is palmequity.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Palm Equity Family Office?
Palm Equity Family Office is classified by Altss as a Family Office (Unspecified) within the North America region.
How does Altss source intelligence on Palm Equity 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 Palm Equity Family Office?
Palm Equity 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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