Single Family OfficeRIA · CRD 156990SEC-Registered

Updated:

DESIMONE INVESTMENTS

DESIMONE INVESTMENTS is a private family office with no public-facing investment mandate, website, or disclosed principals.

DESIMONE INVESTMENTS

DESIMONE INVESTMENTS, LLC is an SEC-registered investment adviser with $74 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Why does DESIMONE INVESTMENTS have no website or public presence?

The majority of US single-family offices maintain no public-facing website, and doing so does not indicate anything unusual about the firm's activity. Many families intentionally avoid a digital footprint to limit unsolicited deal flow, protect principal privacy, and maintain negotiation advantage in transactions. An LLC that does not hold itself out to the public as an investment adviser generally has no SEC registration obligation and therefore no linked public filings.

Is DESIMONE INVESTMENTS an SEC-registered investment adviser?

It does not appear in the SEC's Investment Adviser Public Disclosure database under this name. Single-family offices are exempt from registration under the SEC's family office rule (Rule 202(a)(11)(G)-1) so long as they serve a single family and do not hold themselves out to the public as an investment adviser. The firm's LLC structure and lack of external marketing are consistent with this exemption.

What types of assets is DESIMONE INVESTMENTS likely managing?

Without direct disclosure, the asset mix can only be inferred from structural norms: LLC-based family offices typically hold a combination of public securities, private fund interests, direct investments in operating companies, and commercial or residential real estate. The Delaware domicile supports a broad range of alternative asset classes, including those generating unrelated business taxable income that would be problematic in a trust or foundation structure.

Who runs investment decisions at DESIMONE INVESTMENTS?

No investment decision-maker is publicly identified. In single-family offices of this profile, the family principal often serves as the ultimate decision-maker — either directly or through a trusted CIO — with support from an outsourced CFO, legal counsel, and a network of private bankers and fund managers. The entity's registration documents name only a registered agent, as is common practice.

Does DESIMONE INVESTMENTS participate in fund commitments or only direct deals?

The firm's activity is unobservable from public sources. Family offices of comparable opacity often participate in both fund commitments and direct transactions — using fund positions for asset-class exposure and manager access, while reserving direct deals for industries where the family has operational expertise or a sourcing edge.

Profile maintained by 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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