Craig DuVarney, CFP

Craig DuVarney, as principal and holder of the CERTIFIED FINANCIAL PLANNER designation, makes all investment and planning decisions. The CFP designation requires demonstrated competency across investment management, tax planning, retirement, and estate strategy, and binds the practitioner to a fiduciary standard. No additional named partners or investment committee members are publicly identified.

Public record does not specify commitment pacing or fund relationship posture. CFP practitioners operating in a single-family office context typically allocate across direct equity and fixed-income holdings, with fund commitments — including private capital — used selectively for qualified clients under suitability frameworks. The practice's undisclosed AUM precludes precise mandate classification.

There is no public record of co-investment club participation, SPV formation, or outside GP collaboration. The firm's low-publicity structure and principal-centric advisory model suggest deal flow remains proprietary to the client base, with any external co-investments conducted bilaterally and without public disclosure.

As a CERTIFIED FINANCIAL PLANNER professional, Craig DuVarney operates under a fiduciary obligation requiring transparent fee disclosure. Fee structures have not been published, but CFP practices commonly use asset-based fees, flat retainers, or hourly billing — and are required to avoid commission-driven conflicts unless explicitly disclosed and consented to by clients.

The firm does not publicly attribute client wealth to a specific industry, liquidity event, or family business. No individual client or single-family source of capital has been identified in public filings. The practice's privacy orientation is consistent with a confidential multi-client or single-family office serving individuals who do not seek public profile.