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Cultivate Wealth Partners
Cultivate Wealth Partners is a New York-based multi-family office co-founded by David L. Samuels and James R.
Cultivate Wealth Partners
David L. Samuels and James R. Davis co-founded Cultivate Wealth Partners in 2016, establishing it as a registered investment advisor and multi-family office based in New York. The firm emerged during a period when independent RIAs began displacing wirehouse wealth managers, but Cultivate positioned itself as a small-boutique alternative specialist — not a generalist wealth shop. The firm deploys capital across private credit, real estate, hedge funds, and private equity, focusing on direct co-investments and club deals alongside institutional partners. Publicly cited co-investors include several middle-market private equity firms and real estate operators. Its geographic footprint is primarily North America, with occasional direct real estate positions in select US metropolitan markets. Cultivate Partners does not publicly disclose total AUM or team count, but the multi-family office model suggests 20 to 40 families with aggregate assets in the $200M–$500M range (Altss estimate). No recent operational events beyond routine business activity are publicly available. The firm maintains no disclosed philanthropic foundation or separate operating company. Cultivate's structural differentiator is its fee-transparency posture: the firm has publicly emphasized that it does not accept 12b-1 fees, revenue-sharing payments, or commission-based compensation from fund managers — a governance choice that aligns it more with fiduciary-centric family offices than typical RIAs.
General information
Firm type
Multi Family Office
Year founded
2016
AUM
$100M - $500M (Altss estimate)
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
David L. Samuels
CEO & Co-Founder
James R. Davis
President & Co-Founder
Sector focus
Frequently asked questions
Who runs investment decisions at 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.
How does Cultivate Wealth Partners source proprietary deal flow?
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.
Is Cultivate Wealth Partners structured as a single family office or multi-family office?
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).
What investment stages does Cultivate Wealth Partners typically target?
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.
Does Cultivate Wealth Partners maintain philanthropic structures?
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.
What is Cultivate Wealth Partners' known posture on fees?
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.
Which sectors does Cultivate Wealth Partners explicitly avoid?
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.
Profile maintained by Altss 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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