DEASIL WEALTH MANAGEMENT LLC

Dennis V. McGoldrick serves as Managing Principal and oversees investment strategy. Michael D. Ciongoli is the Chief Compliance Officer. The firm's decision-making process is not publicly detailed, but the lean leadership suggests a concentrated authority structure.

The firm does not publicly disclose its sourcing model. As an RIA, it may rely on direct relationships with GPs, intermediaries, and family office networks for deal origination. No specific sourcing methodology is confirmed in public records.

The firm is a registered investment advisor (RIA) under SEC rules, indicating it manages capital for multiple clients. This structure aligns more with a multi-family office or institutional advisory platform than a single-family office. The firm does not identify as a venture capital firm.

The firm's public disclosures indicate involvement in both fund commitments and direct investments, with a focus on private credit, real estate, and infrastructure. Specific deal examples are not publicly available. The firm's RIA status suggests it can allocate across a range of structures.

The firm targets direct co-investments, secondary market purchases, and fund commitments across its focus sectors. The absence of a disclosed stage range implies flexibility, likely covering growth-stage to mature assets in private credit and real estate.

The firm does not publish a list of excluded sectors. Its stated focus on private credit, real estate, infrastructure, and hedge funds suggests it avoids early-stage venture capital, high-growth technology, and consumer discretionary investments. No formal exclusion list is publicly available.

The firm does not disclose the source of underlying wealth. The principal, Dennis V. McGoldrick, has a background in finance and legal structuring, but no family fortune or corporate lineage is publicly attributed to the firm. The wealth origin remains private.