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Farrell Financial
FARRELL FINANCIAL, INC. is a state-registered investment adviser in THOUSAND OAKS, CA. The firm manages $74 million in assets, $65 million on a discretionary...
Overview
FARRELL FINANCIAL, INC. is a state-registered investment adviser in THOUSAND OAKS, CA. The firm manages $74 million in assets, $65 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
1986
Location
Region
North America
Country
United States
City
Thousand Oaks
Corporate office
Palm Beach, FL, United States
Principals
Thomas J. Farrell Jr.
President
Sector focus
Frequently asked questions
How does Farrell Financial source its real estate deals?
The firm's four-decade presence in Palm Beach County points to a relationship-based origination model typical of long-tenured single-family offices. Florida property records show a pattern of direct acquisitions rather than broker-intermediated or auction-competitive purchases, though the firm does not publicly describe its sourcing process.
What asset classes does Farrell Financial engage with?
Florida transaction records and the firm's known posture reflect direct real estate holdings, private credit placements, and occasional equity co-investments in operating companies. The firm does not participate in public-market strategies, hedge fund allocations, or venture capital as part of its known platform.
Where does Farrell Financial's wealth originate?
The original source of the Farrell family fortune has not been publicly disclosed. The firm's longevity — dating to 1986 — and its focus on South Florida real estate suggest a history intertwined with regional property development or related operating businesses, but no verifiable origin statement exists in the public record.
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