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RIA · CRD 314676State-Registered Investment Adviser

Updated:

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.

Overview

DANIEL SANT, CPA is a state-registered investment adviser in SHREVEPORT, LA. The firm has 5 employees.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Shreveport

Corporate office

New York, NY, United States

Principals

Daniel Sant

Principal

Sector focus

Real EstatePrivate CreditFinancial Services

Frequently asked questions

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.

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.

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