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DEASIL WEALTH MANAGEMENT LLC
DEASIL WEALTH MANAGEMENT LLC was founded by Dennis V. McGoldrick, who serves as Managing Principal.
DEASIL WEALTH MANAGEMENT LLC
DEASIL WEALTH MANAGEMENT LLC was founded by Dennis V. McGoldrick, who serves as Managing Principal. The firm operates as a registered investment advisor (RIA) and is headquartered in New York, New York. Michael D. Ciongoli acts as Chief Compliance Officer. The wealth origin and founding year are not publicly documented, but the firm's structure suggests it was established to serve a network of high-net-worth individuals and institutional clients. The firm's strategy spans private credit, real estate, infrastructure, and hedge funds, targeting both direct investments and fund commitments. DEASIL WEALTH MANAGEMENT LLC focuses on North American opportunities, with a preference for deal-level co-investments and secondary market purchases. The firm maintains a lean team structure, enabling tailored portfolio construction for each client mandate. As of 2025, the firm did not publicly disclose AUM or recent deployment activity. The RIA registration indicates compliance with SEC regulations, and the firm likely operates as a multi-family office or institutional advisory platform. No recent operational events are publicly verifiable. DEASIL WEALTH MANAGEMENT LLC's structural differentiator is its status as a registered investment advisor (RIA) in the United States, which imposes fiduciary obligations and regulatory transparency. The firm's lean team and focus on bespoke solutions align with a client-centric model that prioritizes discretion and flexibility over scale.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Dennis V. McGoldrick
Managing Principal
Michael D. Ciongoli
Chief Compliance Officer
Sector focus
Frequently asked questions
Who runs investment decisions at 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.
How does DEASIL WEALTH MANAGEMENT LLC source proprietary deal flow?
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.
Is DEASIL WEALTH MANAGEMENT LLC structured as a single family office or does it operate more like a venture firm?
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.
Does DEASIL WEALTH MANAGEMENT LLC participate in fund commitments or only direct deals?
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.
What investment stages does DEASIL WEALTH MANAGEMENT LLC typically target?
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.
Which sectors does DEASIL WEALTH MANAGEMENT LLC explicitly avoid?
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.
Where does the underlying wealth come from for DEASIL WEALTH MANAGEMENT LLC?
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.
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