Multi-Family OfficeRIA · CRD 290201

Updated:

EVERYTHINGHR FINANCIAL SERVICES LLC

EVERYTHINGHR FINANCIAL SERVICES LLC is a state-registered investment adviser in ROCHESTER HILLS, MI. It manages approximately $23 million in regulatory assets.

EVERYTHINGHR FINANCIAL SERVICES LLC

EVERYTHINGHR FINANCIAL SERVICES LLC is a state-registered investment adviser in ROCHESTER HILLS, MI. It manages approximately $23 million in regulatory assets. The firm has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Rochester Hills

Corporate office

Santa Monica, CA, United States

Principals

Curtis Lee

Managing Member

Sector focus

Enterprise SoftwareFinancial Services

Frequently asked questions

How does EverythingHR Financial Services source proprietary deal flow?

The firm benefits from its affiliation with the EverythingHR operating company, which serves mid-market employers with HR compliance and workforce-management software. That commercial relationship base provides early visibility into staffing-intensive businesses experiencing growth or operational scaling. While the firm does not publicly describe its sourcing process, the structural overlap between software clients and investment targets constitutes an implicit origination channel.

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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Rochester Hills Multi Family Office profiles