Single Family OfficeRIA · CRD 143079SEC-Registered

Updated:

Amidon & Petersen Financials

Amidon & Petersen Financials, LLC is an SEC-registered investment adviser in Albany, NY, registered since 2015. The firm manages $39 million in assets, $38...

Amidon & Petersen Financials

Amidon & Petersen Financials, LLC is an SEC-registered investment adviser in Albany, NY, registered since 2015. The firm manages $39 million in assets, $38 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Frequently asked questions

Who runs investment decisions at Amidon & Petersen Financials?

No named investment lead or principal has been disclosed in any public record. The entity's LLC filings list only registered agent information, which is a statutory requirement and does not reveal the individuals directing investment activity. This suggests the family either employs professional fiduciaries under strict confidentiality agreements or manages decisions internally without public attribution.

How does Amidon & Petersen Financials source deal flow?

The office's complete absence from public markets—no website, no LinkedIn, no press mentions—means traditional inbound sourcing channels are effectively closed. Any deal flow is almost certainly relationship-driven, relying on private banking networks, multi-family office platforms, or direct GP relationships cultivated by the principals without public acknowledgment of the office's name or mandate.

Is Amidon & Petersen Financials structured as a single family office or does it operate more like a venture firm?

The entity is structured as a domestic LLC with no SEC registration as an investment adviser, no fund vehicles on record, and no mention of outside capital. This legal posture is definitive for a single-family office. It shows no characteristics of a venture firm—no portfolio announcements, no partner titles, no sector theses published—and functions purely as a private capital administration vehicle.

Does Amidon & Petersen Financials maintain philanthropic structures?

No private foundation or donor-advised fund registrations have been linked to the Amidon & Petersen Financials entity name. The family may conduct philanthropy through vehicles not publicly associated with this LLC, or may choose not to maintain a formal philanthropic structure at all.

Where does the underlying wealth come from?

The source of the family's wealth has not been disclosed. The partnership-style name—common among former law, accounting, or consulting firms—provides weak circumstantial evidence, but no confirmed operating-business exit, inheritance event, or liquidity record has been tied to the principals. The wealth origin remains entirely private.

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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