Multi-Family Office

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Campbell Deegan Financial

Campbell Deegan Financial is a New York multi-family office run by John Campbell and James Deegan, investing in private equity, real estate, and hedge...

Campbell Deegan Financial

Campbell Deegan Financial was founded in New York by John Campbell and James Deegan, both of whom have backgrounds in wealth management and investment advisory. The firm operates as a multi-family office, serving a select group of families by providing investment management and financial planning services. The wealth origin of the underlying families is not publicly disclosed. The firm's investment strategy spans private equity, real estate, hedge funds, and private credit. Campbell Deegan Financial has been known to co-invest alongside other family offices and institutional investors, though specific portfolio companies or deals are not publicly named. The geographic focus appears to be primarily North America, with some exposure to European markets through fund commitments and direct deals. The firm maintains a lean team structure, typical of boutique family offices. No specific team size or additional offices are publicly confirmed. The principals maintain active involvement in deal sourcing and due diligence, leveraging a network of relationships with GPs and co-investors. No recent operational events are publicly documented in the last 24 months. A structural differentiator for Campbell Deegan Financial is its multi-family office model, which pools resources and expertise across several families while maintaining individual family autonomy. This allows the firm to access larger deal flow and negotiate better terms than single-family offices, while preserving the flexibility of direct investments alongside fund commitments.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

John Campbell

Principal

James Deegan

Principal

Sector focus

Private EquityReal EstateHedge FundsPrivate Credit

Frequently asked questions

Who runs Campbell Deegan Financial?

The firm is run by John Campbell and James Deegan, both of whom serve as principals. Their backgrounds in wealth management and investment advisory inform the firm's strategy (public record).

Does Campbell Deegan Financial invest in direct deals or only through funds?

The firm engages in both direct investments and fund commitments, focusing on private equity, real estate, and hedge funds. They also co-invest alongside other family offices and institutional investors (public record).

What is the minimum investment threshold for co-investments with Campbell Deegan Financial?

The firm does not publicly disclose minimum investment amounts. As a multi-family office, thresholds are likely negotiated on a case-by-case basis with individual families.

Where does the wealth managed by Campbell Deegan Financial originate?

The wealth origin of the families served by the firm is not publicly disclosed. The firm does not attribute its capital to any specific industry or individual fortune.

Is Campbell Deegan Financial a registered investment advisor?

The firm is not publicly listed as a registered investment advisor with the SEC, suggesting it may operate under certain exemptions or serve a limited number of families (public record).

What geographic markets does Campbell Deegan Financial target?

The firm primarily targets North American investments, with some exposure to European markets through fund commitments and select direct deals. Specific regional allocations are not publicly detailed.

How does Campbell Deegan Financial source proprietary deal flow?

The firm relies on a network of relationships with general partners, other family offices, and co-investment partners. No proprietary sourcing mechanism or deal-origination team is publicly described.

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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