Single Family OfficeRIA · CRD 300837SEC-Registered

Updated:

C.J.GILBERT FINANCIAL LLC

C.J.GILBERT FINANCIAL LLC is an SEC-registered investment adviser in WESTON, MA. The firm manages approximately $28 million in regulatory assets.

C.J.GILBERT FINANCIAL LLC

C.J.GILBERT FINANCIAL LLC is an SEC-registered investment adviser in WESTON, MA. The firm manages approximately $28 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Principals

C.J. Gilbert

Founder

Frequently asked questions

Who runs C.J.GILBERT FINANCIAL LLC?

C.J. Gilbert is the named founder and likely manages investment decisions. No other principals or team members have been publicly identified (public record).

Is C.J.GILBERT FINANCIAL LLC a single-family office?

The firm's name and structure suggest it operates as a single-family office, managing wealth for the Gilbert family. However, no official classification has been confirmed through public filings or firm communications (public record).

What investment strategy does C.J.GILBERT FINANCIAL LLC follow?

No investment strategy has been publicly disclosed. The firm's asset-class preferences, stage focus, and deal structure remain unknown (public record).

How large is C.J.GILBERT FINANCIAL LLC's AUM?

The firm has not publicly published an AUM figure. No third-party estimates are available (public record).

Where is C.J.GILBERT FINANCIAL LLC headquartered?

The firm's headquarters location has not been confirmed through public sources. No city, state, or country has been attributed to the LLC (public record).

Does C.J.GILBERT FINANCIAL LLC make direct investments or commit to funds?

No direct investments or fund commitments have been publicly reported. The firm's deployment method is not documented (public record).

How transparent is C.J.GILBERT FINANCIAL LLC?

The firm maintains a very low public profile, with no website, LinkedIn page, or press coverage. This suggests a preference for privacy, which may limit external due diligence by allocators or co-investors (public record).

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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Single Family Office profiles