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John N. Carmody D.D.S. CFP, Inc.
JOHN N. CARMODY D.D.S. CFP, INC. is an SEC-registered investment adviser with $29 million in regulatory assets under management. The firm has 1 employee and 1...
John N. Carmody D.D.S. CFP, Inc.
JOHN N. CARMODY D.D.S. CFP, INC. is an SEC-registered investment adviser with $29 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
Principals
John N. Carmody
Dentist and Certified Financial Planner
Sector focus
Frequently asked questions
Who runs investment decisions at John N. Carmody D.D.S. CFP, Inc.?
John N. Carmody, who holds both a D.D.S. and CFP credential, is the sole named principal and likely makes all investment decisions. No other professionals have been publicly identified.
What is the wealth origin for this family office?
The wealth originates from John N. Carmody's dental practice and his work as a certified financial planner. This dual-source income is atypical for family offices.
Is this firm structured as a single family office or does it operate more like an RIA?
The firm is registered as an RIA, which means it may manage external client assets alongside family capital. This blurs the line between a pure single-family office and a wealth management practice.
What investment stages does John N. Carmody D.D.S. CFP, Inc. typically target?
Publicly available information does not specify target stages. Given the RIA structure and likely focus on private credit and real estate, the firm likely pursues direct investments and co-investments rather than fund-of-funds.
Which sectors does John N. Carmody D.D.S. CFP, Inc. focus on?
Based on the principals' professional backgrounds, healthcare services, real estate, and private credit are plausible areas of focus. No specific sector exclusions have been stated.
Does John N. Carmody D.D.S. CFP, Inc. participate in fund commitments or only direct deals?
No public data indicates fund commitments. The firm's RIA registration suggests it could act as a lead or co-investor in direct deals, but this is speculative.
How does this firm source proprietary deal flow?
Deal flow sources have not been disclosed. Given the small scale, the firm likely relies on professional networks from both dental and financial planning industries.
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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