Del Mar Wealth Management

The firm's investment committee and lead advisors are not named in public sources, consistent with its private-client orientation. The firm operates as a registered investment advisor (RIA) with a fiduciary duty to clients, meaning all recommendations must prioritize client interests (per SEC records).

The firm relies on its family-office client network and relationships with independent sponsor firms for direct real estate and private credit co-investments. It does not operate a dedicated internal sourcing team, instead leveraging the collective intelligence of its ultra-high-net-worth families (per public record).

It is a multi-family office organized as a fee-only RIA, serving multiple families in a pooled structure. Unlike a single family office that serves one principal family, Del Mar serves several ultra-high-net-worth families, benefiting from shared investment resources while maintaining individualized portfolio allocations.

The firm uses both approaches: it commits to external hedge funds and private credit funds for diversified exposure, while also executing direct co-investments in real estate and select operating companies. The split between fund and direct is tailored per client mandate (per public record).

The firm focuses on liquid and illiquid alternatives accessible at institutional scale, including hedge funds (multi-strategy, long/short equity), private credit (direct lending, distressed), and income-producing real estate. It does not pursue early-stage venture or growth equity, consistent with its preference for stable cash-flow strategies.

Public sources do not indicate any formal sector exclusions. However, based on its stated focus on real estate and private credit — rather than technology or healthcare — the firm likely avoids venture-stage innovation sectors, which carry higher volatility and longer lock-up periods.

The firm integrates these functions under one RIA umbrella but maintains separate compliance and reporting workflows. Tax planning is performed by licensed CPAs on staff, while investment decisions are made by the investment committee. This structural separation is disclosed in the firm's Form ADV (per SEC filings).