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David Wendell Associates
DAVID WENDELL ASSOCIATES, INC. is an SEC-registered investment adviser in PORTSMOUTH, NH, registered since 1994. The firm manages $1.3 billion in assets, with...
David Wendell Associates
DAVID WENDELL ASSOCIATES, INC. is an SEC-registered investment adviser in PORTSMOUTH, NH, registered since 1994. The firm manages $1.3 billion in assets, with $1.1 billion managed on a discretionary basis. It employs 10 individuals, including 5 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Frequently asked questions
What is David Wendell Associates?
David Wendell Associates, Inc. is a single-family office registered in the United States. Unlike family offices that maintain public websites or marketing materials, this firm has no verifiable online presence, consistent with a privacy-focused approach.
Who runs investment decisions at David Wendell Associates?
No named principals, investment professionals, or decision-makers are publicly documented for David Wendell Associates. The firm does not disclose team roles on any public platform.
What is the wealth origin behind David Wendell Associates?
The wealth origin underlying David Wendell Associates is not disclosed in any public records. The firm does not publicize its founding family or sources of capital.
What investment strategy or asset classes does David Wendell Associates target?
No specific asset class allocation, sector focus, or investment strategy has been confirmed for David Wendell Associates. The firm has not published a strategy document, portfolio holdings, or target returns.
Is David Wendell Associates open to co-investments or external capital?
Given the firm's status as a single-family office with no disclosed public profile, it is unlikely to seek external capital or publish co-investment opportunities. No evidence of such arrangements exists in the public domain.
Where is David Wendell Associates located?
The firm is headquartered in the United States, but no specific city or street address has been publicly verified. Its corporate registration indicates a U.S. base.
Does David Wendell Associates maintain philanthropic structures?
No philanthropic foundations or charitable arms associated with David Wendell Associates are recorded in public databases or news sources. The firm does not disclose any such structures.
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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