Single Family OfficeRIA · CRD 113862SEC-Registered

Updated:

Krueger Financial

KRUEGER FINANCIAL is an SEC-registered investment adviser in PHOENIX, AZ. It has 3 employees and 3 investment advisers. The firm's operations are based in...

Krueger Financial

KRUEGER FINANCIAL is an SEC-registered investment adviser in PHOENIX, AZ. It has 3 employees and 3 investment advisers. The firm's operations are based in Arizona.

General information

Firm type

Single Family Office

Year founded

2009

Location

Region

North America

Country

United States

City

Phoenix

Corporate office

Parsippany, NJ, United States

Principals

Matthew Krueger

Founder and Managing Member

Sector focus

Real EstatePrivate CreditConsumer Goods & ServicesVacation & Hospitality

Frequently asked questions

Who runs investment decisions at Krueger Financial?

Matthew Krueger serves as the sole named Managing Member across the firm's network of limited liability companies and appears to maintain centralized control over acquisitions, operations, and capital allocation decisions. Public filings show no other principals or investment committee members listed in corporate registrations. The firm is effectively a single-principal family office with Matthew Krueger holding decision-making authority across the vertically-integrated platform.

How does Krueger Financial source its real estate acquisitions?

The firm targets distressed and underperforming hospitality assets within drive-to leisure markets along the Jersey Shore and Florida Panhandle, relying on Matthew Krueger's local market relationships and operating track record in Ocean County. Its sourcing strategy is relationship-driven and geographically concentrated, rather than institutional or auction-based. The firm typically acquires properties off-market or through referrals in coastal communities where it already maintains a dense operational footprint.

Is Krueger Financial a family office or an operating company?

Krueger Financial functions as both — it is structured as a single-family office that consolidates the Krueger family's investment holdings, but those holdings are dominated by wholly-owned operating businesses rather than third-party fund commitments or passive investments. The firm directly employs property management staff, restaurant workers, and maintenance crews, making it more operationally intensive than a typical family office that allocates capital to external managers.

Does Krueger Financial take outside capital or function as a multi-family office?

There is no public evidence that Krueger Financial manages capital for outside families or functions as a multi-family office. The firm's regulatory consent order references restitutions to consumers — not limited partners — and its corporate structure consists of LLCs bearing the Krueger name. The platform appears to be a single-family vehicle managing proprietary capital generated through hospitality operations.

What is Krueger Financial's posture on co-investments alongside external capital?

The firm does not publicly solicit or disclose co-investment relationships with external limited partners or institutional capital providers. Its private lending arm extends credit to small businesses and real estate investors, suggesting it acts as a capital provider rather than a capital taker. No partnerships with institutional GPs or co-investment club memberships have been publicly identified.

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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