Updated:
DuBois Wealth Management
DUBOIS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser with $6 million in regulatory assets under management. The firm has 1 employee and 1...
DuBois Wealth Management
DUBOIS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser with $6 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Vanessa DuBois
Founder & Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at DuBois Wealth Management?
Investment decisions are led by founder and Managing Director Vanessa DuBois. She chairs the firm's investment committee and directly oversees all client mandates. The firm's lean structure means the founder remains the central decision-maker on both direct investments and fund commitments.
Is DuBois Wealth Management structured as a single family office or does it serve multiple families?
DuBois Wealth Management operates as a multi-family office, serving a limited number of high-net-worth families. It was founded in 2008 with the explicit purpose of keeping the client roster intentionally small to maintain personalized service and alignment of interests.
What investment assets does the firm typically target?
The firm focuses on private real estate and private credit. Real estate investments are concentrated in multifamily, industrial, and healthcare-related properties, while private credit involves senior secured lending to lower-middle-market companies. The common theme is contractual cash flows that reduce public-market correlation.
Does DuBois Wealth Management participate in fund commitments or only direct deals?
The firm primarily executes direct investments but makes select fund commitments. These are reserved for managers where a co-investment relationship has been established, ensuring the firm maintains access to direct deal flow even when allocating through third-party vehicles.
How is DuBois Wealth Management's founding tied to the 2008 financial crisis?
Vanessa DuBois launched the firm during the 2008 global financial crisis. This timing embedded a conservative underwriting philosophy focused on capital preservation and current income, which continues to differentiate the firm from multi-family offices that grew out of brokerage or wealth-advisory models.
Profile maintained by Altss 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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: