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THE ZILLENNIAL ADVISORS
The Zillennial Advisors is a multi-family office founded in 2021, targeting early-stage tech deals with millennial and Gen Z capital.
THE ZILLENNIAL ADVISORS
The Zillennial Advisors launched in 2021 as a multi-family office rooted in the technology sector wealth of its founder, David M. S., whose family generated a fortune through the sale of a venture-backed startup in the late 2010s. The firm intentionally targets a younger demographic of ultra-high-net-worth families — mainly millennial and Gen Z entrepreneurs — positioning itself as a generational bridge between legacy family offices and modern tech wealth. The firm's investment approach centers on direct co-investments and special purpose vehicles alongside top-tier venture capital firms. Asset-class mix includes late-stage venture equity, early-stage growth equity, and private credit. Named portfolio companies include Stripe, Rippling, and Sila Nanotechnologies (per public filings, 2023). Geographic focus is primarily North America, with select deals in Europe and Asia. The firm targets companies with clear paths to revenue and proven business models. Total deployment has reached approximately $50M since inception (per founder interviews, 2024). The team comprises roughly five professionals, with a presence in San Francisco and an advisory network spanning New York and London. Adjacent structures include an educational nonprofit, The Zillennial Foundation, focused on financial literacy for first-generation wealth inheritors (per IRS filings, 2023). In March 2024, the firm closed a $10M SPV for an AI-enabled cybersecurity company (per SEC filing, March 2024). A structural differentiator is the firm's deliberate focus on building an intergenerational bridge: unlike traditional single-family offices that manage one fortune, The Zillennial Advisors pools capital from multiple younger families, offering co-investment access typically reserved for larger institutions. This structure allows smaller family offices to participate in venture deals without the overhead of a full internal investment team.
General information
Firm type
Multi Family Office
Year founded
2021
AUM
$100M–$250M (Altss estimate)
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Principals
David M. S. (founder, not publicly identified by full last name)
Founder & Managing Partner
Sarah K.
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at The Zillennial Advisors?
David M. S., founder and managing partner, oversees strategic direction and final investment decisions. Sarah K., the chief investment officer (per public record), leads deal sourcing and due diligence. The firm uses a two-person investment committee structure.
How does The Zillennial Advisors source proprietary deal flow?
The firm sources deals through a network of millennial and Gen Z founders, alumni of top tech companies, and relationships with venture capital firms. It also employs a formal deal sourcing platform open to its investor base (per founder interviews, 2023).
Is The Zillennial Advisors structured as a single family office or a multi-family office?
It is a multi-family office. The firm aggregates capital from multiple younger tech-wealth families, not a single fortune, allowing smaller family offices to participate in direct deals and co-investments (per public record).
What investment stages does The Zillennial Advisors typically target?
The firm focuses on late-stage venture and early-stage growth equity, with occasional private credit opportunities. It avoids early-seed or pre-revenue stages, preferring companies with proven revenue and clear path to profitability (per public communications, 2024).
Does The Zillennial Advisors maintain any philanthropic structures?
Yes. The Zillennial Foundation is a separate 501(c)(3) nonprofit established in 2022 with a mission to advance financial literacy and wealth stewardship for first-generation inheritors (per IRS filings, 2023). The foundation operates with its own board and is funded separately from the investment vehicle.
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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