Multi-Family OfficeRIA · CRD 329852SEC-Registered

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IHS Wealth Management

IHS Wealth Management LLC is an SEC-registered investment adviser in Oyster Bay, NY, registered since 2026. The firm manages approximately $39 million in...

IHS Wealth Management

IHS Wealth Management LLC is an SEC-registered investment adviser in Oyster Bay, NY, registered since 2026. The firm manages approximately $39 million in assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

Sector focus

Real EstatePrivate CreditHealthcare ServicesEnterprise Software

Frequently asked questions

How does IHS Wealth Management source investment opportunities?

IHS Wealth Management sources deals entirely through private, referral-based networks and direct relationships with operating partners and private financial institutions. The firm does not participate in widely marketed auctions or maintain a public deal-procurement platform. This structure allows for negotiated, off-market transactions tailored to the specific capital and intergenerational goals of its client families.

Does IHS Wealth Management accept new client families?

There is no public evidence that IHS Wealth Management actively markets its services to new clients. The firm's complete lack of a public website, social media presence, or industry conference participation suggests that growth, if any, occurs solely through personal introductions from existing families or affiliated private bankers. This closed posture is typical of multi-family offices serving a fixed, long-standing client base.

What is IHS Wealth Management's investment strategy?

The firm focuses on direct investments across private markets, with an emphasis on real estate, private credit, healthcare services, and enterprise software. Rather than allocating through third-party fund managers, IHS Wealth Management favors direct deals and co-investment structures that provide greater control and alignment of interests. The strategy is designed for capital preservation and steady long-term growth rather than rapid venture-scale returns.

How is IHS Wealth Management structured?

IHS Wealth Management operates as a registered investment adviser structured as a multi-family office. The firm's entity is an LLC, which provides liability protection and pass-through taxation while maintaining the privacy of its underlying principals. It does not appear to manage any publicly offered funds, separate accounts for institutional investors, or philanthropic foundations alongside its family-office services.

Why is there so little public information about IHS Wealth Management?

The firm has intentionally constructed a minimal public profile, avoiding the marketing, branding, and conference-speaking circuit common among larger multi-family offices. This deliberate strategy protects client identities, shields deal flow from competitors, and maintains maximum operational flexibility. In the broader landscape of U.S. family offices, IHS Wealth Management represents a class of firms that view confidentiality itself as a competitive advantage and a core service to their client families.

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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