Single Family OfficeRIA · CRD 155988SEC-Registered

Updated:

DiMatteo Financial Group

DiMatteo Financial Group is a private family office with an undisclosed AUM and a focus on direct investments and fund allocations across alternative...

DiMatteo Financial Group

DiMatteo Financial Group is a family office that coordinates the financial affairs of its founding family. The firm's founding year and the identity of its founding principal are not confirmed in public records. The wealth origin is similarly undisclosed. The firm's investment strategy spans direct private equity, real estate holdings, and allocations to external funds. The asset-class mix likely includes public equities, private credit, and venture capital, though no portfolio companies or co-investors are named in public sources. The geographic footprint is not specified in available materials. Professional headcount and operating structure are not publicly enumerated. No additional offices or philanthropic vehicles are documented in accessible records. A recent operational event could not be confirmed from public sources as of May 2026. A key structural differentiator for DiMatteo Financial Group lies in its choice to remain entirely out of the public domain—no website, no LinkedIn presence, and no press coverage. This suggests a mandate focused on privacy and direct relationship-based investing, with no institutional capital raised from outside sources.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who runs investment decisions at DiMatteo Financial Group?

Public sources do not name a specific CIO or managing principal. Investment decisions are presumed to be made by family members or a small internal team. No external investment committee is listed.

How does DiMatteo Financial Group source proprietary deal flow?

The firm's sourcing model is not disclosed. Given its private structure, it likely relies on an established network of intermediaries, family office peers, and direct outreach from sponsors. No proprietary sourcing tactic is documented.

Is DiMatteo Financial Group structured as a single family office or does it operate more like a venture firm?

All available evidence points to a single-family office structure. It does not maintain a public website, LinkedIn profile, or marketing materials characteristic of a multi-family office or venture firm.

Does DiMatteo Financial Group participate in fund commitments or only direct deals?

The firm appears to do both—direct private equity and real estate investments alongside fund allocations. Exact allocation percentages and fund names are not public.

What investment stages does DiMatteo Financial Group typically target?

No stage preferences are documented. Given the asset-class mix potentially including venture capital, private equity, and real estate, the firm may cover growth equity and buyout stages, but this is unconfirmed.

Where does the underlying wealth come from?

The origin of the family wealth is not disclosed in any public record. It does not appear in Forbes's wealth lists or similar publications.

Does DiMatteo Financial Group maintain philanthropic structures, and how are they separated?

No philanthropic vehicles or family foundations are publicly associated with DiMatteo Financial Group. If such structures exist, they are separate and undisclosed.

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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