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SAFO Investment Company
SAFO Investment Company was established by Shari Arison as the primary vehicle for managing Arison family capital. The office sits within the broader Arison...
SAFO Investment Company
SAFO Investment Company was established by Shari Arison as the primary vehicle for managing Arison family capital. The office sits within the broader Arison Group structure that also includes Arison Investments. The firm allocates across private equity, real estate, infrastructure, hedge funds, and natural resources. It executes through direct co-investments, SPVs, and fund-of-funds commitments. Confirmed geographic reach covers North America, Asia, and the Middle East & Central Asia. Sector exposure includes ClimateTech, Energy Transition & Renewables, AgriTech & FoodTech, Healthcare Services, and Digital Health. The office lists five named principals and family members. Additional holdings include residential properties in Bal Harbour and New York, Texas ranch land, and an art collection. Efrat Peled serves as President and CEO of SAFO LLC while also chairing Arison Investments. The structure separates investment activities from the Ted Arison Family Foundation. Efrat Peled participates in the World Economic Forum Young Global Leaders and Clinton Global Initiative LEAD groups, providing external network access that supplements internal sourcing.
General information
Firm type
Single Family Office
Year founded
—
AUM
7500 (Altss estimate)
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, United States
Principals
Shari Arison
Principal and owner
Jason Arison
Family Member
Efrat Peled
President and CEO of SAFO LLC
Micky Arison
Family Member
David Arison
Family Member
Sector focus
Frequently asked questions
Who runs investment decisions at SAFO Investment Company?
Shari Arison serves as principal and owner. Efrat Peled acts as President and CEO of SAFO LLC and oversees day-to-day operations.
How does SAFO Investment Company source proprietary deal flow?
The firm relies on relationships maintained by Efrat Peled through the World Economic Forum and Clinton Global Initiative.
Is SAFO Investment Company structured as a single family office or does it operate more like a venture firm?
It functions as a single-family office focused on capital allocation for the Arison family principals.
Does SAFO Investment Company participate in fund commitments or only direct deals?
The firm uses both direct co-investments and SPVs as well as fund-of-funds commitments.
What investment stages does SAFO Investment Company typically target?
The firm targets buyout opportunities alongside other private-market strategies.
Where does the underlying wealth come from?
The capital originates from Shari Arison and the Arison Group.
Does SAFO Investment Company maintain philanthropic structures, and how are they separated?
The Ted Arison Family Foundation operates alongside the investment office with Jason Arison as chairman.
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.
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