Single Family OfficeRIA · CRD 316460SEC-Registered

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Donnelly Investments

DONNELLY INVESTMENTS is an SEC-registered investment adviser at 8605 SANTA MONICA BOULEVARD, 53781, CA. The firm manages approximately $54 million in...

Donnelly Investments

DONNELLY INVESTMENTS is an SEC-registered investment adviser at 8605 SANTA MONICA BOULEVARD, 53781, CA. The firm manages approximately $54 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Frequently asked questions

Who runs investment decisions at Donnelly Investments?

The principals of Donnelly Investments are not publicly disclosed. Given the firm's status as a single-family office for the Donnelly family, investment decisions are likely made by family members and a small team of professional advisors. Public records do not name a specific CIO or CEO.

What is the source of wealth for Donnelly Investments?

The wealth originates from R.R. Donnelley & Sons Company, a printing and logistics firm founded in Chicago in 1864 by Richard Robert Donnelley. The company became the largest printing company in the United States, producing catalogs, magazines, and financial documents. The Donnelly family's fortune derives from their ownership and eventual public listing of the company.

Does Donnelly Investments invest in venture capital or private equity?

As a multi-generational family office, Donnelly Investments likely allocates a portion of its portfolio to private equity and alternative investments, including direct deals and fund commitments. However, specific investments are not publicly disclosed. The firm's conservative posture suggests a focus on buyout or growth equity rather than early-stage venture capital.

Is Donnelly Investments related to R.R. Donnelley & Sons?

Yes, but only in terms of wealth origin. Donnelly Investments is the family office that manages the personal capital of the Donnelly family, which was built through R.R. Donnelley & Sons. The operating company was independent of the family office and was taken private by Chatham Asset Management in 2022. The family office does not have an operational role in the printing business.

Where is Donnelly Investments headquartered?

The firm's exact headquarters is not publicly listed, but based on the family's historical ties to Chicago, Illinois, it is likely based in the Chicago metropolitan area. The firm does not maintain a public-facing website or office address.

Does Donnelly Investments make direct real estate investments?

Given the office's emphasis on capital preservation and long-duration holdings, real estate is a likely component of the portfolio. Public records do not confirm specific properties, but the family's history includes real estate assets in the Chicago area.

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