# Allworth Financial Holdings

Allworth Financial Holdings is a Multi Family Office based in Folsom, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Folsom, United States
- **Region:** North America
- **Address:** Folsom, CA, United States
- **Founded:** 1993
- **Assets under management:** $39B
- **Website:** allworthfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/allworth-financial

## Regulatory record

- **CRD number:** 111167
- **SEC file number:** 801-68255
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111167

## About

Allworth Financial Holdings is an SEC-registered investment adviser in Folsom, CA, registered since 2007. The firm manages $33.6 billion in assets, with $33.1 billion on a discretionary basis. It has 493 employees and 165 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Infrastructure
- Private Equity

## Questions

### Does Allworth Financial Holdings raise commingled funds or operate on a deal-by-deal co-investment basis?

Allworth operates primarily on a deal-by-deal co-investment model. Clients review individual transactions and commit capital per deal rather than locking into a blind-pool fund structure. This approach gives investors more discretion over portfolio construction and means management fees apply only to invested capital.

### What private-market asset classes does Allworth cover?

The firm deploys capital across four asset classes: private equity (middle-market control and minority positions), real estate (multifamily, industrial, opportunistic developments), private credit (senior secured lending to sponsor-backed businesses), and infrastructure (mid-market digital and energy-transition assets).

### How does Allworth source its private equity deal flow?

Allworth relies on a relationship-driven sourcing model, partnering directly with operating executives and regional operators to originate middle-market transactions. The firm's physical distance from major financial centers reinforces a network-intensive approach—transactions arrive through long-established operator relationships rather than broad auction processes.

### Does Allworth invest alongside external general partners or only as a direct principal?

Allworth invests as a direct principal, structuring transactions that its clients co-invest into alongside the firm's own capital. The firm does not publicly market a fund-of-funds program or commit client capital to third-party GPs. This posture keeps the client's economic alignment directly with Allworth's underwriting team.

### What is Allworth's geographic investment focus?

Allworth invests across the United States with no publicly stated regional restriction. Its real estate and infrastructure transactions tend to cluster in secondary and tertiary markets where the firm's regional operator relationships provide sourcing advantages. The firm has not disclosed an international investment mandate.

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Last updated: 2026-07-10T19:25:08.000Z

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