# Brandywine Oak Private Wealth

Brandywine Oak Private Wealth is a Multi Family Office based in Kennett Square, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Kennett Square, United States
- **Region:** North America
- **Address:** 500 Old Forge Lane, Kennett Square, PA
- **Founded:** 2018
- **Assets under management:** 1.4B (Altss estimate)
- **Website:** brandywineoak.com
- **LinkedIn:** https://www.linkedin.com/company/brandywine-oak-private-wealth

## Regulatory record

- **CRD number:** 297021
- **SEC file number:** 801-113624
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-20T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297021

## About

Brandywine Oak Private Wealth was established in 2018 by Mick Shaffer after his time at Merrill Lynch. The firm serves clients with at least $3 million in assets and focuses on fiduciary wealth management, tax advisory, retirement planning, and estate services. The firm deploys capital across public equities, fixed income, hedge funds, private equity, and digital assets. Confirmed investment types include fund-of-funds commitments and philanthropic allocations. Public positions include large holdings in SCHF, VTV, VUG, and individual names such as AAPL, MSFT, and NVDA. Geographic reach centers on North America with indicated interest in alternative investments and Web3 exposure. The team includes four named partners. Mick Shaffer serves as CEO. Additional offices are not disclosed. The firm maintains a philanthropic program supporting education, health, and community services in the United States, including donations to The Kennett Food Cupboard. In May 2024 the firm attended the Milken Institute Global Conference. The firm uses Charles Schwab and Fidelity as custodians and Black Diamond for performance reporting. Its structure centers on direct client relationships rather than external fund vehicles, with ESG considerations applied through themed ETF allocations.

## Sectors

- Fund of Funds
- Philanthropic / Mission-Related Investing
- Digital Assets
- Hedge Funds
- Private Equity

## People

- Michael J.S. (Mick) Shaffer — CEO and Founder
- Paul J. (PJ) Shaffer — Partner and Senior Wealth Manager
- Mark Sessa — Partner and Senior Wealth Manager
- Brittany Kalsky — Partner and Chief Compliance Officer

## Questions

### Who runs investment decisions at Brandywine Oak Private Wealth?

Michael J.S. (Mick) Shaffer serves as CEO and Founder. Paul J. (PJ) Shaffer, Mark Sessa, and Brittany Kalsky act as partners with direct client and operational responsibilities.

### Does Brandywine Oak participate in fund commitments or only direct deals?

The firm maintains confirmed exposure to fund-of-funds vehicles alongside public equity and fixed-income positions. Ticket sizes range from $3 million to $65 million.

### What investment stages does Brandywine Oak typically target?

The firm focuses on established public markets and alternative strategies rather than early-stage venture. Holdings include large-cap equities and intermediate-term bonds.

### How does Brandywine Oak source proprietary deal flow?

The firm relies on relationships with custodians and participation in industry events such as the Barron's Advisor Summit and Milken Institute Global Conference.

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- [Altamir](https://altss.com/profile/altamir)

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Last updated: 2026-07-06T01:24:12.928Z

Canonical page: https://altss.com/profile/brandywine-oak-private-wealth-llc

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