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CRAFT WEALTH MANAGEMENT LLC
CRAFT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in GARDEN CITY, NY. The firm manages approximately $11 million in regulatory assets.
CRAFT WEALTH MANAGEMENT LLC
CRAFT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in GARDEN CITY, NY. The firm manages approximately $11 million in regulatory assets. It has 4 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2017
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
What is Craft Wealth Management's investment strategy?
The firm focuses on direct investments in private credit, real estate, and infrastructure assets. It seeks to structure bespoke placements for its high-net-worth family clients, avoiding the use of commingled funds where possible.
Is Craft Wealth Management a single-family or multi-family office?
Public records indicate the firm operates as a multi-family office. It serves a discrete group of families rather than a single family, modeled as a registered investment advisor.
What is the firm's regulatory status?
Craft Wealth Management is registered as an investment advisor with the SEC. Its RIA status subjects the firm to periodic reporting and fiduciary standards.
How does Craft Wealth Management source proprietary deal flow?
The firm's public disclosures emphasize direct placements in private credit, real estate, and infrastructure. Deal flow appears sourced through the firm's network of family-office clients and direct relationships with asset sponsors.
What investment stages does Craft Wealth Management target?
The firm focuses on direct investments in private credit, real estate, and infrastructure. No specific stage preferences (e.g., growth equity, venture, buyout) are documented in public records.
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