FALLENBAUM CPA & ADVISORS, LLC

Principal names are not publicly disclosed. The firm is led by tax and advisory professionals, consistent with its CPA heritage. Investment decisions are likely made by a team of senior partners with a focus on direct co-investments (per public record).

It operates as a multi-family office and RIA, serving multiple unrelated families. The firm's structure blends accounting services with investment advisory, which is distinct from a venture firm model. It focuses on direct deals and club investments rather than fund-of-funds.

The firm engages in both direct co-investments and participation in syndicated deals, particularly in private credit and infrastructure. Fund commitments are not a primary focus, as the firm's model emphasizes control over capital deployment (per public record).

The firm targets middle-market opportunities in private credit, real estate, and infrastructure. Stages range from stabilized assets to value-add and opportunistic strategies. Direct co-investments are preferred for their ability to negotiate terms.

Public equities and high-frequency trading are not part of the firm's stated focus. The firm avoids venture-stage technology and biotech, concentrating instead on hard assets and credit. No formal avoidance list is published.

Deal flow originates from the firm's CPA network and relationships with middle-market bankers, law firms, and family offices. The integration of tax services provides early visibility into clients' capital needs, generating proprietary opportunities.

Client wealth origins are not publicly disclosed. Based on the firm's focus on tax and advisory services, clients likely include multi-generational business owners, real estate entrepreneurs, and professionals. No specific family branch is named.