Multi-Family OfficeRIA · CRD 312877SEC-Registered

Updated:

Hidden Hills Wealth

HIDDEN HILLS WEALTH is an SEC-registered investment adviser since 2023. The firm manages $128 million in assets, $125 million on a discretionary basis.

Hidden Hills Wealth

HIDDEN HILLS WEALTH is an SEC-registered investment adviser since 2023. The firm manages $128 million in assets, $125 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Hidden Hills

Corporate office

Hidden Hills, CA, United States

Sector focus

Real EstatePrivate EquityHedge FundsPrivate Credit

Frequently asked questions

Who runs investment decisions at Hidden Hills Wealth?

Hidden Hills Wealth does not publicly name any investment principals. The firm's leadership structure is not disclosed, which is common for small multi-family offices prioritizing privacy. Potential clients or partners would need to inquire directly.

How does Hidden Hills Wealth source proprietary deal flow?

The firm likely sources deals through its network of high-net-worth families in the Hidden Hills community and broader Los Angeles area. There is no public information on proprietary sourcing methods or deal-sharing arrangements with other family offices.

Is Hidden Hills Wealth structured as a single family office or a multi-family office?

Based on its name and public posture, Hidden Hills Wealth operates as a multi-family office serving multiple families. It does not publicly disclose the exact number of families or any single-family lineage behind the firm.

Does Hidden Hills Wealth participate in fund commitments or only direct deals?

The firm likely participates in both fund commitments and direct investments, common among multi-family offices. It lists hedge funds and private credit as sectors, suggesting fund allocations, alongside real estate and private equity for direct deals.

What investment stages does Hidden Hills Wealth typically target?

The firm's investment stages are not publicly documented. Based on its sector focus on real estate, private equity, hedge funds, and private credit, it likely targets both private market funds and direct real estate assets, possibly spanning growth and buyout stages.

Which sectors does Hidden Hills Wealth explicitly avoid?

Hidden Hills Wealth does not publicly disclose any sectors it avoids. Its known sector tags focus on traditional asset classes; it shows no public presence in venture capital, technology, or healthcare investments.

Where does the underlying wealth come from?

The underlying wealth origin is not publicly disclosed. The firm serves families concentrated in Hidden Hills, an affluent area known for entertainment industry executives and entrepreneurs, but the specific source of family wealth is not attributed.

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