COX Capital Group

What COX Capital Group does

COX Capital Group is a New York-headquartered boutique investment banking and international multi-family office firm that serves ultra-high-net-worth and multi-generational families across the United States, Mexico, Ethiopia, the United Arab Emirates, Bahrain, Bangladesh, and Europe. Founded in 2016 by Murtajur Rahman (Chairman and CEO), the firm organizes its offering around five core service pillars: Capital Markets (debt and equity capital markets, investment banking, M&A advisory, international trade finance, project finance, real estate finance, and Opportunity Zone advisory), Wealth Management, Multi Family Office, Risk Management (captive insurance, insurance premium financing, charitable LLC, estate planning, tax credits, immigration services), and Impact Investments. The stated client base spans more than 500 families across 20+ countries, with $700M in assets transferred through its proprietary Charitable LLC structure.

The firm operates a relationship-driven, senior-advisor-led go-to-market and does not disclose proprietary technology platforms; execution in capital markets is delivered through a partnership with Alexander Capital, a FINRA and SIPC member broker-dealer, with Royal Bank of Canada serving as clearing and custody provider. Revenue is generated through professional-services fees on investment banking and capital-markets mandates, managed-services retainers for family-office clients, and transaction-based fees on real-estate finance and insurance premium financing. Geographic reach is delivered through regional family offices and locally licensed entities, including the UK-registered COX Capital Group Limited (European headquarters) and representative offices in London, the Isle of Man, Bahrain, Dubai, and Dhaka. Leadership comprises Murtajur Rahman (CEO), Simeon Berry (Managing Director, Capital Markets Europe), Douglas M. Thompson (Managing Director and Head of Commercial Real Estate, CFA), and Hadi Al Alawi (Chairman, Capital Markets Middle East).

Name

COX Capital Group

Legal name

COX Capital Group, LLC

Website

https://coxcapgroup.com

Company type

Private

Founded year

2016

Operating status

Operating

Short description

COX Capital Group is a New York-based boutique investment banking and multi-family office firm serving ultra-high-net-worth, multi-generational families across the US, Europe, the Middle East, and South Asia through capital markets, wealth management, and risk management advisory services.

Ownership category

akta.pro rank

Product category

Investment Banking and Multi-Family Office Advisory

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239), Other Investment Pools and Funds (5259), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282), Miscellaneous Business Credit Institution (6159), Short-Term Business Credit Institutions (6153)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Family Office Services (Single & Multi-Family Office) (FSABADAF), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)

Keywords

• Investment banking services
• Capital markets advisory
• Multi family office
• Wealth management services
• Risk management advisory

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Banking Advisory: Fees generated from M&A advisory, capital markets transactions, and strategic consulting services for middle market firms.
2. Capital Markets Services: Revenue from debt and equity capital markets transactions, including private placements, IPOs, and secondary offerings through partnership with Alexander Capital.
3. Multi Family Office Services: Ongoing advisory and management services for high net worth families including corporate advisory, legal and accounting, charitable giving, real estate management, and company registration.
4. Wealth Management: Financial planning, investment management, retirement planning, estate planning, and fixed income strategy services.
5. Insurance Premium Financing: Premium financing services where clients borrow at rates close to LIBOR to fund insurance premiums.
6. Charitable LLC Services: Structuring and management of Charitable LLC vehicles for estate and tax planning purposes.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

COX Capital Group is a boutique investment banking and multi-family office firm that provides capital markets advisory (debt, equity, M&A, real estate finance, international trade finance, project finance, and Opportunity Zone investing), wealth management, and multi-family office services (corporate advisory, legal, accounting, estate and tax planning, charitable structuring, and immigration). It serves multinational, multi-generational, ultra-high-net-worth families across the US, Europe, the Middle East, South Asia, and East Africa, executing transactions through a partnership with Alexander Capital (FINRA/SIPC broker-dealer) and clearing through RBC.

Product overview

COX Capital Group is a boutique investment banking firm offering a comprehensive suite of financial services organized around five core pillars: Capital Markets (encompassing Debt Capital Markets, Equity Capital Markets, Investment Banking, International Trade Finance, M&A Advisory, Project Finance, and Real Estate Finance), Wealth Management, Multi Family Office, Risk Management, and Impact Investments. The firm provides specialized loan programs through Real Estate Finance (Bridge, CMBS, SBA, USDA, Fannie Mae, Freddie Mac, FHA) and International Trade Finance (export/import letters of credit, documentary collections, receivables finance). Risk Management services include captive insurance, insurance premium financing, charitable LLC, estate planning, tax credits, and immigration services. The Multi Family Office offers accounting, administrative, and company registration services. All services are delivered through a partnership with Alexander Capital (FINRA/SIPC member broker dealer) and clearing firm Royal Bank of Canada.

Differentiator

Problem solved

Functional benefit

Brands

• COX Family Office Foundation: Charitable concern of COX Capital Group focused on addressing the crisis of street children in Africa, South America, India and Bangladesh

Products and services

• Capital Markets Comprehensive capital markets advisory encompassing Debt Capital Markets, Equity Capital Markets, Investment Banking, International Trade Finance, M&A Advisory Services, Project Finance, Real Estate Finance, and Opportunity Zone investing for HNW/UHNW families and lower-to-middle market firms.
• Wealth Management Comprehensive wealth management services including retirement planning, fixed income strategy, and nonprofit solutions tailored to high net worth individuals and families.
• Multi Family Office International multi family office offering corporate advisory, legal and accounting, charitable giving, administrative services, real estate management, company registration, inheritance planning, and tax planning for high net worth families.
• Risk Management Risk management services including captive insurance, captive decisions, estate planning, insurance premium financing, multinational corporation business planning, tax credits, and charitable LLC structuring.
• Impact Investments Impact investing services focused on the COX Family Office Foundation addressing the crisis of street children in Africa, South America, India, and Bangladesh, along with philanthropic planning and charitable structures.

Quantifiable outcome

• 500+ families served over 19 years with nearly $700M in assets transferred to Charitable LLC
• +2 more outcomes

Named customers10 records

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered core and minor.

• Alexander CapitalcoreStrategic or Co-development PartnerPartnership with Alexander Capital, a FINRA and SIPC member broker-dealer, enables COX Capital Group to bring investment opportunities to market through private placements, underwritten IPOs, and secondary offerings. This partnership provides the regulatory infrastructure and institutional capabilities for executing capital markets transactions.
• Royal Bank of Canada (RBC)coreStrategic or Co-development PartnerRBC serves as the clearing firm for COX Capital Group's operations, providing institutional-grade safety, security, and stability for client transactions through its role as clearing and custody provider.
• Al Hayat GroupminorStrategic or Co-development PartnerHadi Al Alawi directs Al Hayat Group, a family-run operation with core values of trust, innovation, integrity, and teamwork. Al Hayat Group has diverse business portfolio comprising real estate services, IT, travel and tourism, training and consulting, and fashion across the GCC region. Founded in late 1980s, representing global companies in Middle East for over 25 years.
• Title CompanyminorChannel Partner/ Reseller/ DistributorStrategic partnership with a title company to support real estate transactions and closing services for clients.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Cambridge Associates: Investment advisor to UHNW families, endowments, and foundations, providing investment strategy, portfolio management, and family-office services — directly comparable to COX's wealth-management and family-office offerings.
• Houlihan Lokey: Boutique investment bank specializing in M&A advisory, capital markets, and financial restructuring for middle-market and emerging-growth companies — directly comparable to COX's investment-banking and M&A advisory franchise.
• Evercore: Independent boutique investment bank providing M&A advisory, capital markets, and wealth-management services; its wealth management arm serves UHNW families — a close parallel to COX's combined investment banking and wealth-management model.
• Bessemer Trust: One of the largest U.S. multi-family offices, Bessemer Trust serves multigenerational UHNW families with investment management, wealth structuring, and family governance services — directly comparable to COX's Multi-Family Office pillar and UHNW client base.
• Lazard: Independent financial advisory and asset management firm with a Private Capital Advisory business serving UHNW families and foundations — comparable to COX's capital-markets advisory and family-office services, with a similar boutique positioning.
• Stonehage Fleming: International multi-family office with offices across the UK, Europe, the Middle East, and Africa, providing cross-border wealth structuring, investment advisory, and family-office services to multigenerational families — a close analog to COX's global family-office footprint and emerging-markets focus.
• Glenmede: Privately held multi-family office and investment manager serving UHNW families and foundations, with a model built on integrated investment management and family-office services — comparable to COX in target client and integrated service mix.

Broad incumbents

• Morgan Stanley Wealth Management: Global wealth-management franchise serving HNW and UHNW families with investment advisory, lending, and capital markets — a broader incumbent competing for the same UHNW client wallet as COX.
• Alex. Brown & Sons (Raymond James): Legacy private wealth and investment-banking franchise within Raymond James serving UHNW families and providing capital-markets advisory — a broader incumbent with overlapping client segments and capabilities to COX.
• UBS Wealth Management: One of the world's largest wealth managers, with strong cross-border family-office capabilities and Global Family Office services for UHNW clients — a global incumbent competing with COX in international UHNW segments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

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Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about COX Capital Group