Single Family OfficeRIA · CRD 306474SEC-Registered

Updated:

626 Financial

626 Financial is a Delaware-registered single-family office with no publicly disclosed principals, AUM, or investment strategy.

626 Financial

626 FINANCIAL, LLC is an SEC-registered investment adviser in PORTAGE, MI, registered since 2021. The firm manages $380 million in assets, with $377 million on a discretionary basis. It has 5 employees and 5 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at 626 Financial?

No investment decision-makers have been publicly identified. The firm's principals remain undisclosed in any public record, regulatory filing, or industry database.

Is 626 Financial structured as a single family office?

The firm's registration as a limited liability company in Delaware is consistent with a single-family office structure, but no official confirmation or public documentation exists to verify this.

What is the wealth origin behind 626 Financial?

The source of the underlying wealth has not been disclosed. There is no public information linking the firm to any specific family, industry, or fortune.

Does 626 Financial have a public investment track record?

No. The firm has not disclosed any portfolio companies, fund commitments, direct investments, or performance data.

How can allocators or GPs approach 626 Financial?

There is no known public contact information, website, or professional network presence for the firm. Any outreach would require identifying the principals through private channels.

Profile maintained by 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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