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FALLENBAUM CPA & ADVISORS, LLC
FALLENBAUM CPA & ADVISORS, LLC is a state-registered investment adviser in PLANTATION, FL. The firm manages approximately $8 million in regulatory assets.
Overview
FALLENBAUM CPA & ADVISORS, LLC is a state-registered investment adviser in PLANTATION, FL. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Plantation
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
What investment stages does FALLENBAUM CPA & ADVISORS, LLC typically target?
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.
Which sectors does FALLENBAUM CPA & ADVISORS, LLC explicitly avoid?
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.
How does FALLENBAUM CPA & ADVISORS, LLC source proprietary deal flow?
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.
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