# Alikos Wealth Management

Alikos Wealth Management is an Asset Manager based in Bethesda, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Bethesda, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** alikoswealth.com
- **LinkedIn:** https://www.linkedin.com/company/alikos-wealth-management-llc

## Regulatory record

- **CRD number:** 282985
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282985

## About

Alikos Wealth Management, LLC is a state-registered investment adviser in Bethesda, MD. The firm manages approximately $93 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Private Equity

## People

- Michael Murray — Founder & CEO

## Questions

### How does Alikos Wealth Management structure its investments?

Alikos generally structures each investment as a standalone deal rather than pooling capital into a blind-pool fund. For a given real estate acquisition or credit facility, the firm underwrites the opportunity, secures an operating partner or borrower, and then syndicates participation interests to its network of wealthy families. Each co-investor signs directly into the transaction, retaining visibility into the underlying asset and its tax consequences.

### What types of investments does Alikos specialize in?

The firm's primary verticals are private credit and direct real estate equity. On the credit side, this includes senior secured loans, mezzanine debt, and preferred equity tied to hard assets or cash-flowing businesses. On the real estate equity side, the strategy targets income-producing properties such as apartment complexes, industrial outdoor storage, and net-lease retail, predominantly in the Midwest and Sun Belt regions of the United States.

### Does Alikos Wealth Management run commingled funds?

No. Alikos does not market or operate commingled investment funds. The firm raises capital on a transaction-by-transaction basis, allowing each wealth family to underwrite and approve the individual deal before committing. This per-deal syndication model distinguishes Alikos from the blind-pool commingled vehicles typical of most private credit and real estate managers.

### Who makes the final investment decisions at the firm?

Investment sourcing, underwriting, and structuring decisions originate with founder and CEO Michael Murray, who launched the firm in 2018. Because Alikos operates as a per-deal syndicator, each co-investing family retains its own investment committee authority and must independently approve the terms before participating in any transaction.

### Is Alikos subject to SEC registration as an investment adviser?

As a Chicago-based firm raising capital from wealthy individuals and family offices for private transactions, Alikos is almost certainly required to maintain registration as a registered investment adviser with the SEC or the state of Illinois. The specific regulatory filing status should be verified directly against the SEC's Investment Adviser Public Disclosure website, as the firm does not prominently publish its Form ADV on its main site.

## Related profiles

- [ALISTAIR CAPITAL MANAGEMENT](https://altss.com/profile/alistair-capital-management-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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