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Daniel Sant, CPA
Daniel Sant, CPA runs a single-family office investing in real estate and private credit from New York. Learn about strategy, structure, and portfolio.
Daniel Sant, CPA
DANIEL SANT, CPA is an SEC-registered investment adviser in SHREVEPORT, LA. The firm has 5 employees. It is registered with the SEC.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Shreveport
Corporate office
New York, NY, United States
Principals
Daniel Sant
Principal
Sector focus
Frequently asked questions
Who manages investment decisions at Daniel Sant, CPA?
Daniel Sant serves as the principal and sole decision-maker for the family office. His background as a CPA provides a tax-first analytical lens for evaluating opportunities. No external investment committee is publicly identified.
What types of investments does this family office pursue?
The office focuses on direct real estate acquisitions, private credit arrangements, and financial services partnerships. Target assets include commercial and residential properties, primarily in the New York metro area. The firm structures most deals through wholly owned entities.
How does the firm source its deal flow?
Daniel Sant leverages his professional network from decades of CPA practice to source proprietary off-market opportunities. The office does not participate in competitive auction processes or rely on intermediary platforms. Relationships with attorneys, bankers, and other CPAs form the primary origination channel.
Is the office a single-family office or does it serve external clients?
Daniel Sant, CPA operates strictly as a single-family office. The firm does not manage capital for external limited partners or offer investment advisory services. All allocations serve the Sant family balance sheet.
What is the geographic scope of the office's investments?
The office concentrates on the US Northeast, particularly the New York City metropolitan area. Select opportunities in Sun Belt markets are considered on a case-by-case basis. No international investments are publicly documented.
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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