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Campbell Deegan Financial
CAMPBELL DEEGAN FINANCIAL is an SEC-registered investment adviser in RICHMOND, VA, registered since 2018. The firm manages $578 million on a discretionary...
Overview
CAMPBELL DEEGAN FINANCIAL is an SEC-registered investment adviser in RICHMOND, VA, registered since 2018. The firm manages $578 million on a discretionary basis and $745 million in total assets. It has 7 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Richmond
Corporate office
New York, NY, United States
Principals
John Campbell
Principal
James Deegan
Principal
Sector focus
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).
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.
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.
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