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Larsen Wealth Management
Larsen Wealth Management is a US-based single-family office managing the Larsen family's assets through private equity, real estate, and public securities.
Larsen Wealth Management
Larsen Wealth Management is a registered investment advisor structured as a single-family office for the Larsen family. The firm was established to consolidate and manage the Larsen family's financial assets, providing investment management and legacy planning, though its precise founding year and wealth origin are not publicly documented. The firm's investment strategy spans multiple asset classes including private equity, real estate, and public equities. Like many family offices, it pursues direct investments and co-investments alongside external partners. The geographic focus likely includes North America as the primary market, given its US registration. No specific portfolio companies or deals have been publicly identified. The firm is registered with the SEC as a family office, a structure that allows it to operate with fewer regulatory filing requirements than a typical investment manager. No information is available on team size, additional offices, or philanthropic vehicles. No significant operational changes or recent activities have been reported in public sources. Larsen Wealth Management's structural differentiator is its SEC-registered RIA status, which indicates a formal compliance framework distinct from some private family offices. The firm's ability to invest across public and private markets without external LP mandates provides investment flexibility, though the absence of public data limits independent assessment of its strategic focus.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Principals
Larsen
Principal
Frequently asked questions
Who runs investment decisions at Larsen Wealth Management?
The firm is named after the Larsen family, with a principal named Larsen likely overseeing investment strategy. As a single-family office, investment decisions are typically made by the family principal or a designated chief investment officer, but no specific individual is named in public sources.
How does Larsen Wealth Management source proprietary deal flow?
As a family office, it likely leverages the Larsen family's professional network and relationships with investment banks, private equity firms, and other family offices for deal sourcing. Its SEC registration as an RIA suggests a formalized investment process, but specific sourcing methods are not publicly documented.
Is Larsen Wealth Management structured as a single family office or does it operate more like an asset manager?
Larsen Wealth Management is structured as a single-family office, registered with the SEC as such. Unlike a multi-family office or asset manager, it serves exclusively the Larsen family, which often means longer investment horizons and less public disclosure. Its RIA status does not indicate it manages external capital.
Does Larsen Wealth Management participate in fund commitments or only direct deals?
Public information does not specify whether the firm invests through fund commitments or direct deals. Based on typical family office practice, it likely engages in both, allocating to select private equity or venture capital funds while also pursuing direct co-investments in private companies or real estate.
What investment stages does Larsen Wealth Management typically target?
The firm's investment stages are not disclosed. Single-family offices with broad mandates often invest across growth-stage private equity, buyouts, real estate, and public securities. Without specific portfolio holdings, the stage preference cannot be confirmed.
Which sectors does Larsen Wealth Management explicitly avoid?
No information is available on sectors that Larsen Wealth Management avoids. Most family offices develop ethical or risk-related screens over time, but the firm has not publicly listed any excluded sectors.
Where does the underlying wealth of Larsen Wealth Management come from?
The source of the Larsen family's wealth has not been publicly disclosed. The firm's name suggests the Larsen surname, but no specific industry or founder background is available in public records.
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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