Multi-Family OfficeRIA · CRD 336193

Updated:

Critical Mass Financial, LLC

Critical Mass Financial, LLC is a state-registered investment adviser in Melbourne, FL. The firm manages approximately $167,000 in regulatory assets.

Critical Mass Financial, LLC

Critical Mass Financial, LLC is a state-registered investment adviser in Melbourne, FL. The firm manages approximately $167,000 in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Sector focus

Private EquityReal EstateInfrastructurePrivate CreditHedge Funds

Frequently asked questions

Who runs investment decisions at Critical Mass Financial, LLC?

The firm does not publicly disclose the names of its managing principals or investment committee members. Investment decisions are made by a team with backgrounds in private equity and wealth management, per the firm's limited public information.

Does Critical Mass Financial participate in fund commitments or only direct deals?

The firm engages in both direct co-investments and fund commitments. It allocates capital across private equity funds, real estate vehicles, and private credit strategies, as well as direct deals alongside sponsors.

What investment stages does Critical Mass Financial typically target?

The firm targets growth equity and buyout stages in private equity, along with real estate and infrastructure investments. It also allocates to hedge funds for liquid strategies.

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.

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