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The Ledger Group
The Ledger Group is a Boca Raton-based multi-family office advising discreet wealthy families on direct investments, co-investments, and wealth management.
The Ledger Group
The Ledger Group was founded in the late 2000s to serve the investment and administrative needs of several affluent families, though the founding principal has not been publicly identified. The firm operates as a multi-family office out of Boca Raton, Florida, a city that has become a hub for wealth management and family office service providers due to tax advantages and proximity to Latin American capital. Wealth origin among its client families has not been disclosed, keeping with a preference for privacy. The firm's investment strategy spans private equity, venture capital, and direct real estate, with a focus on U.S. and select international opportunities. The Ledger Group structures co-investments alongside GPs, allowing member families to access deals that would otherwise require larger minimum commitments. The firm does not publicly disclose portfolio companies or deployment figures, consistent with a posture of confidentiality common among multi-family offices serving ultra-wealthy clients. The Ledger Group maintains a lean professional staff, though the exact team size is not public. The firm provides tax planning, estate and trust administration, and philanthropic advisory alongside investment management — a typical structure for a multi-family office that positions itself as a financial hub for its member families. No additional offices have been confirmed beyond the Boca Raton headquarters. In the last 24 months, the firm has not publicly announced any operational changes or major hires. The Ledger Group's structural differentiator is its multi-family office architecture: by aggregating capital from several families, it can pursue deal sizes and direct investment opportunities that a single-family office of comparable scale could not. This shared-services model also distributes overhead costs, allowing the firm to offer a broader suite of services than each family could justify individually. Succession planning across member families adds complexity, and the firm has not publicly detailed its governance framework.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Boca Raton
Corporate office
Boca Raton, FL, United States
Sector focus
Frequently asked questions
Who runs investment decisions at The Ledger Group?
The Ledger Group has not publicly identified its investment committee or lead decision-makers. Like many multi-family offices, investment authority likely rests with the founding team or principals who direct capital allocation across member families.
How does The Ledger Group source proprietary deal flow?
The firm sources deals through its network of GPs, investment banks, and other family offices. By aggregating capital from multiple families, it can approach GPs with commingled capital, which may improve access to oversubscribed direct deals and co-investment slots.
Is The Ledger Group structured as a single family office or does it operate more like a venture firm?
The Ledger Group is a multi-family office, serving several unrelated wealthy families. This is distinct from a single-family office, which serves one dynasty, and from a venture firm, which manages pooled third-party capital with general-partner fees.
Does The Ledger Group participate in fund commitments or only direct deals?
The firm likely participates in both: making limited partner fund commitments on behalf of its families while also seeking direct co-investments. Multi-family offices typically allocate across both structures to balance liquidity, diversification, and control.
What investment stages does The Ledger Group typically target?
The firm targets private equity buyouts, growth-stage venture capital, and direct real estate investments. Specific stage preferences have not been publicly stated, but the diverse needs of member families suggest a multi-stage approach.
Where does the underlying wealth come from?
The source of wealth for The Ledger Group's member families has not been disclosed. The firm has not revealed whether wealth originates from entrepreneurship, inheritance, professional services, or other sources.
Does The Ledger Group maintain philanthropic structures, and how are they separated?
The firm offers philanthropic advisory services to its member families, but has not publicly disclosed whether it operates a dedicated foundation or donor-advised fund platform. Any philanthropic structures would be separate from the investment portfolios.
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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