Single Family OfficeRIA · CRD 290041SEC-Registered

Updated:

Auerbach Investment Services

Auerbach Investment Services is a single-family office managing the Auerbach family's retail fortune through private equity, real estate, and public...

Auerbach Investment Services

AUERBACH INVESTMENT SERVICES, LLC is an SEC-registered investment adviser in NARBERTH, PA, registered since 2026. The firm manages $150 million in assets, $146 million on a discretionary basis. It has 2 employees and 1 investment adviser.

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 Auerbach Investment Services?

Principals of Auerbach Investment Services are not publicly named. As a single-family office with a limited public profile, investment decisions are presumed to be managed by family members or a small team of trusted advisors. No external CIO or investment committee membership has been disclosed.

How does Auerbach Investment Services source proprietary deal flow?

The firm likely sources deal flow through its network of long-standing relationships with private equity firms, real estate partners, and other family offices. No specific sourcing methodology or co-investment platforms are publicly documented. Its low profile suggests a reliance on existing networks rather than a broad sourcing operation.

Is Auerbach Investment Services structured as a single family office or does it operate more like a venture firm?

It is structured as a single-family office. The firm does not raise external capital from institutional investors or high-net-worth individuals, distinguishing it from venture firms or multi-family offices. Its mandate is limited to managing the Auerbach family's wealth.

What investment stages does Auerbach Investment Services typically target?

The firm's stage preference is not publicly documented. Given its private equity and real estate focus, it likely targets a mix of growth equity, buyout, and direct real estate investments. No information is available on early-stage venture or credit allocations.

Where does the underlying wealth come from?

The wealth originates from the Auerbach family's success in the retail industry. The specific company or divestiture that generated the capital has not been disclosed. The office manages this multigenerational fortune with a capital preservation and growth mandate.

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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Single Family Office profiles