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Duffield Financial Group
DUFFIELD FINANCIAL GROUP is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in — a single location.
Overview
DUFFIELD FINANCIAL GROUP is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in — a single location.
General information
Firm type
RIA
Year founded
1993
Location
Region
North America
Country
United States
City
San Rafael
Corporate office
San Rafael, California, United States
Principals
David Duffield
Founder
John Duffield
President
Cheryl Duffield
Vice President
Sector focus
Frequently asked questions
Does Duffield Financial Group participate in fund commitments or only direct deals?
The firm primarily makes direct investments but also commits to select private credit funds and real estate partnerships. It has co-invested alongside Benefit Street Partners and other institutional managers (per 2023 report).
How is David Duffield's wealth origin relevant to the firm's investment strategy?
David Duffield built his fortune through enterprise software — co-founding PeopleSoft in 1987 (sold to Oracle in 2005 for $10.3B) and Workday in 2005 (IPO in 2012). This background shapes the office's comfort with enterprise software investments, though its current allocation skews toward real estate and private credit rather than technology.
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