Gerald Butrimovitz Wealth Advisory

Gerald Butrimovitz himself oversees investment decisions as the founder and principal of the advisory. No other named investment professionals are publicly identified. The firm operates with a lean structure centered on Butrimovitz's expertise (public record).

Deal flow derives from the principal's professional network rather than a formal origination team. The firm engages in direct investments and co-investments alongside other family offices, leveraging Butrimovitz's relationships in private credit and infrastructure (public record).

The firm operates as a multi-family office, serving multiple high-net-worth families rather than a single wealth source. This structure enables shared resources and governance while maintaining client privacy (public record).

The firm uses both approaches: it commits to private credit and infrastructure funds as limited partners and also makes direct co-investments alongside other families. Hedge fund allocations provide liquid exposure while direct deals target illiquid opportunities (public record).

The firm focuses on established asset classes—private credit, infrastructure, and real estate—which generally target mature, income-generating opportunities rather than venture-stage or growth equity. Hedge fund involvement suggests some tactical, liquid allocation (public record).