Single Family OfficeRIA · CRD 284652SEC-Registered

Updated:

Financial Staples

FINANCIAL STAPLES is an SEC-registered investment adviser in ATLANTA, GA. The firm manages approximately $18 million in regulatory assets. It has 1 employee...

Financial Staples

FINANCIAL STAPLES is an SEC-registered investment adviser in ATLANTA, GA. The firm manages approximately $18 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Atlanta

Corporate office

Atlanta, GA, United States

Principals

Staples family

Principal

Sector focus

Private EquityReal EstateVenture CapitalConsumerEnterprise SoftwareDigital Health

Frequently asked questions

Who runs investment decisions at Financial Staples?

Investment decisions are retained by the Staples family principals. The office has not publicly named a CIO or professionalized investment committee structure typical of multi-generational institutional family offices, suggesting a flat, family-led governance model (public record).

Where does the underlying wealth come from?

The wealth originates from the sale of Staples Inc., the office-supply retailer founded in 1986 by Tom Stemberg and Leo Kahn, in which the Staples family held a significant founding stake. The company was taken private by Sycamore Partners in a $6.9B transaction that closed in September 2017 (per Bloomberg, 2017).

Is Financial Staples structured as a single family office or does it operate more like a venture firm?

It operates as a single family office managing proprietary capital — not as a venture firm or multi-family platform. The office does not raise outside funds or offer investment management services to non-family clients. Its direct-investment activity resembles an institutional allocator making co-investments rather than a venture firm leading rounds (public record).

How does Financial Staples source proprietary deal flow?

The office sources through relationships with private equity sponsors and venture capital general partners, accessing co-investment and direct opportunities via established networks rather than public deal processes. Specific GP relationships are not publicly disclosed.

Does Financial Staples participate in fund commitments or only direct deals?

The office employs both fund commitments and direct investments. Fund commitments provide early-stage and geographic exposure — including to Europe — while direct investments target late-stage venture, growth equity, and buyout co-investments in North America (public record).

Which sectors does Financial Staples explicitly avoid?

There is no public statement of excluded sectors. However, the office has not been associated with commodities trading, derivatives, or distressed debt, consistent with a family office focused on private markets where operational expertise from the Staples retail legacy translates most directly.

Does Financial Staples maintain philanthropic structures, and how are they separated?

No dedicated philanthropic foundation is publicly linked to Financial Staples. The Staples family has historically supported education initiatives in the Northeast and Georgia, but these appear to be structured through personal giving rather than a formal office-managed vehicle.

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.

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