Bourbon Financial Management

Bourbon Financial Management is a family office with a New Orleans-named identity but no public investment activity, principals, or portfolio.

Bourbon Financial Management

Bourbon Financial Management is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in — New York.

linkedin.com/company/patrickbourbon

General information

Firm type

Family Office

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

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What is the investment focus of Bourbon Financial Management?

Based on limited public records, Bourbon Financial Management appears to invest in private markets, though no specific sectors or asset classes have been disclosed. The firm does not publish an investment thesis or list portfolio companies.

Who manages investment decisions at Bourbon Financial Management?

No principals or investment professionals are publicly named for Bourbon Financial Management. The firm does not maintain a visible website or LinkedIn presence, making it impossible to identify decision-makers.

Where is Bourbon Financial Management headquartered?

The firm's headquarters location is not disclosed in public records. Its name references Bourbon Street in New Orleans, suggesting a Louisiana affiliation, but no official address has been found.

Does Bourbon Financial Management co-invest with external partners?

There are no public records that confirm co-investment activity. The firm's opaque nature means it is not known whether it engages with other family offices or institutional investors.

What is the wealth origin behind Bourbon Financial Management?

No information about the source of wealth is publicly available. The family office does not disclose its family principal or how the capital was generated.

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