Cultivate Wealth Partners

Investment decisions are led by co-founders David L. Samuels (CEO) and James R. Davis (President), per the firm's regulatory filings and public record. The firm operates as an RIA with a fiduciary duty to clients, though specific investment committee membership beyond the founders is not publicly disclosed.

Cultivate sources deals through relationships with middle-market private equity firms, real estate operators, and other family offices. The firm emphasizes access to direct co-investments and club deals rather than fund-of-funds structures. Deal sourcing relies on the founders' network rather than a formal venture-capital style sourcing team.

Cultivate operates as a multi-family office and SEC-registered investment advisor. It serves multiple families, distinguishing it from a single-family office dedicated to one fortune. The firm does not disclose its exact client count, but typical multi-family offices of this size serve 20–40 families (public record inference).

Cultivate focuses on direct investments in private credit, real estate, hedge funds, and private equity. The firm does not publicly specify a target stage, but its portfolio mix suggests a preference for middle-market direct deals and secondary positions rather than venture-stage startups.

No philanthropic foundation or separate charitable vehicle associated with Cultivate Wealth Partners is publicly documented. The firm's regulatory filings do not reveal any affiliated donor-advised funds or private foundations, though individual client families may maintain separate charitable structures.

Cultivate has publicly stated that it does not accept 12b-1 fees, revenue-sharing, or commission-based compensation from fund managers. This fee-disclosure model is a stated differentiator, positioning the firm as a fiduciary-first alternative to traditional broker-dealers and some RIAs. The firm's Form ADV disclosures confirm it charges fee-only advisory compensation.

Cultivate does not explicitly tag any sectors as avoided. However, its disclosed focus on private credit and real estate suggests lower exposure to venture capital, early-stage tech, and public equities relative to its alternative-asset focus. No formal exclusion list is publicly available.