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Humphreys Group
The Humphreys Group is a women-owned & operated wealth management firm and a Certified B Corporation. Our female financial advisors provide fee-only...
Overview
The Humphreys Group is a women-owned & operated wealth management firm and a Certified B Corporation. Our female financial advisors provide fee-only financial planning & investment management for women.
General information
Firm type
Multi Family Office
Year founded
1983
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Principals
Roger Humphreys
Founder & Chairman
Sector focus
Frequently asked questions
What is the investment strategy at Humphreys Group?
The firm allocates across three primary asset classes: direct real estate, private credit, and private equity. The real estate focus is on income-producing properties in supply-constrained US markets. Private credit emphasizes senior-secured positions, while the private equity allocation favors lower-mid-market managers. The overall posture favors tangible and contractual assets over public-market exposure.
Who makes investment decisions at Humphreys Group?
Founder and Chairman Roger Humphreys has led the firm since its inception in 1983. The firm's compact structure means investment decisions are made by a small internal committee rather than a broad institutional process. The group does not publish individual committee member names or investment professionals.
Does Humphreys Group manage capital for outside families, or is it a single-family office?
The firm operates as a multi-family office, serving a deliberately limited number of West Coast families. It has not disclosed the number of client families or minimum asset thresholds. The group's structure is intentionally compact to maintain alignment and avoid the asset-gathering incentives common at larger wealth managers.
How does Humphreys Group source its private investments?
The firm sources private credit and equity opportunities through long-standing intermediary relationships rather than public auction processes. For real estate, the group acquires properties directly or through joint ventures. The sourcing model relies on relationship capital built over four decades rather than a systematic origination platform.
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