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Cardinal Financial Consultants
Cardinal Financial Consultants, LLC is an SEC-registered investment adviser in Okemos, MI. The firm manages $18 million in assets, $17 million on a...
Cardinal Financial Consultants
Cardinal Financial Consultants, LLC is an SEC-registered investment adviser in Okemos, MI. The firm manages $18 million in assets, $17 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Frequently asked questions
Who runs investment decisions at Cardinal Financial Consultants?
No named principals or investment professionals are publicly disclosed. The firm's leadership and decision-making structure remain private.
How does Cardinal Financial Consultants source investment opportunities?
The firm does not publicly describe its sourcing model. Given its family office structure, it may rely on a network of advisors and direct relationships.
Is Cardinal Financial Consultants a single family office or multi-family office?
The firm appears to operate as a single-family office, based on its name and structure. No indication of managing capital for multiple families exists in public records.
Does Cardinal Financial Consultants make direct investments or fund commitments?
The firm's investment approach is not publicly detailed. It could engage in both direct deals and fund commitments, but no confirmed examples are available.
What is Cardinal Financial Consultants' known posture on co-investments?
No public information exists regarding the firm's willingness to co-invest alongside external GPs or other family offices.
Profile maintained by Altss 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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