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Donald Felty, LLC
DONALD FELTY, LLC is a state-registered investment adviser with $11 million in regulatory assets under management. The firm has 2 employees and 1 investment...
Overview
DONALD FELTY, LLC is a state-registered investment adviser with $11 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Principals
Donald Felty
Founder
Sector focus
Frequently asked questions
How does Donald Felty, LLC source proprietary deal flow?
The firm relies on a network of relationships with other family offices, investment bankers, and direct outreach. Given its small size, deal flow is largely relationship-driven rather than through formal investment banking auctions. Specific sourcing mechanisms are not public.
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