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Independent Financial Services
David Johnson established Independent Financial Services in 2008 as a single-family office headquartered in Miami, Florida.
Independent Financial Services
David Johnson established Independent Financial Services in 2008 as a single-family office headquartered in Miami, Florida. The wealth origin has not been publicly disclosed by the firm or its principal. The family office maintains a diversified portfolio spanning real estate, private credit, infrastructure, and hedge fund allocations. Its investment approach emphasizes direct co-investments and fund commitments across North America. The firm has taken positions in commercial real estate projects and private credit vehicles sponsored by institutional asset managers. Independent Financial Services does not publicly disclose its AUM or team size. It has not established an adjacent philanthropic foundation or operating company that is a matter of public record. No recent operational events have been reported in the past 24 months. The firm's structural differentiator is its identity as a single-family office that operates with the operational posture of a larger institution — deploying across multiple asset classes through direct investments and partnerships with external GPs, yet maintaining the privacy typical of a closely held family vehicle.
General information
Firm type
Single Family Office
Year founded
2008
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Principals
David Johnson
Founder and Managing Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Independent Financial Services?
David Johnson is the founder and managing principal, responsible for overseeing the firm's investment strategy and capital allocation. The firm does not publicly disclose an investment committee or other named professionals (public record).
How does Independent Financial Services source deal flow?
The firm sources opportunities through direct relationships with institutional asset managers and co-investment partners. It does not publicly disclose a proprietary sourcing model or external advisory network (public record).
Is Independent Financial Services structured as a single family office or a multi-family office?
Independent Financial Services operates as a single-family office, managing the capital of its founding family. It does not offer services to external clients or families (public record).
Does Independent Financial Services participate in fund commitments or only direct deals?
The firm engages in both direct co-investments and fund commitments across its target asset classes. Its strategy includes allocations to private credit funds and infrastructure vehicles as well as direct real estate positions (public record).
What investment stages does Independent Financial Services typically target?
The firm's investment focus is on late-stage and long-duration assets, including commercial real estate and infrastructure projects. It has not been publicly associated with venture-stage or growth-equity investments (public record).
Which sectors does Independent Financial Services explicitly avoid?
The firm does not publicly disclose any sectors it avoids. Its known allocations are concentrated in real estate, private credit, and infrastructure, with no public involvement in technology, healthcare, or energy transition (public record).
Where does the underlying wealth come from?
The wealth origin for Independent Financial Services has not been disclosed by the firm or its principal, David Johnson. No public sources identify the source of the family's capital (public record).
Profile maintained by Altss 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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