# FALLENBAUM CPA & ADVISORS, LLC

FALLENBAUM CPA & ADVISORS, LLC is a Multi Family Office based in Plantation, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Plantation, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 154314
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154314

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## 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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- [McNamara Financial Services](https://altss.com/profile/mcnamara-financial-services-inc)
- [LINX EQUITIES, LLC](https://altss.com/profile/linx-equities-llc)

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Last updated: 2026-07-06T01:24:16.258Z

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