Single Family OfficeRIA · CRD 126808SEC-Registered

Updated:

JM Lotshaw Consulting

JM LOTSHAW CONSULTING is an SEC-registered investment adviser with $8 million in regulatory assets under management. The firm has 1 employee and 1 investment...

JM Lotshaw Consulting

JM LOTSHAW CONSULTING is an SEC-registered investment adviser with $8 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Principals

J.M. Lotshaw

Principal

Frequently asked questions

Is JM Lotshaw Consulting a single-family office or a consulting firm serving multiple families?

Based on its name and extremely private public profile, it is almost certainly a single-family office using a consulting designation. There is no public evidence that it serves external clients or operates as a multi-family office. The structure is consistent with a family that has centralized wealth management under a named principal while avoiding any solicitation of outside capital.

How does JM Lotshaw Consulting source investment opportunities?

With no public-facing presence, deal sourcing is almost entirely relationship-based. The principal likely relies on a network of private bankers, fund managers, and peer family offices rather than banker-led auctions or inbound pitch decks. This mirrors how most of the more private single-family offices have operated for decades — quiet, direct, and through trusted intermediaries.

Does the firm make direct investments or invest through funds?

There is no public record of specific investments. In practice, most single-family offices of this profile blend both: they write checks into external funds for asset classes requiring specialized managers (venture, private equity, hedge funds) while reserving the right to co-invest directly alongside those managers when an opportunity merits a larger commitment.

What is the underlying source of wealth for JM Lotshaw Consulting?

The origin of the family's wealth has not been publicly disclosed. The name 'Lotshaw' provides no immediate link to a known operating company or liquidity event. This is not unusual — many family offices in the United States have quietly stewarded wealth for multiple generations without revealing the original industry or founder.

How can allocators or GPs engage with JM Lotshaw Consulting if there is no public contact information?

There is no publicly listed phone number, email address, or website. Engagement requires a warm introduction through a shared professional network. For an institutional allocator or GP, this means relying on intermediaries, industry gatherings, or existing relationships with the family's external counsel or wealth managers to initiate a conversation.

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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