Multi-Family OfficeRIA · CRD 141128SEC-Registered

Updated:

Limerick Financial Group

LIMERICK FINANCIAL GROUP, LLC is an SEC-registered investment adviser in LIMERICK, PA. The firm manages approximately $65 million in regulatory assets.

Limerick Financial Group

LIMERICK FINANCIAL GROUP, LLC is an SEC-registered investment adviser in LIMERICK, PA. The firm manages approximately $65 million in regulatory assets. It has 3 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What services does Limerick Financial Group offer to its clients?

As a multi-family office, Limerick Financial Group likely provides wealth management, investment advisory, estate planning, and tax services, though no specific service offerings have been publicly documented.

Who are the key principals at Limerick Financial Group?

Key principals at Limerick Financial Group have not been publicly disclosed. The firm operates with a low public profile, and no named executives or family representatives appear in public records.

What is the investment strategy of Limerick Financial Group?

Limerick Financial Group's investment strategy is not publicly detailed. Based on industry norms, it likely focuses on multi-asset-class allocation including private equity and real estate, but no specific strategy, stage preferences, or sector focuses have been confirmed.

How does Limerick Financial Group source its deals?

Deal sourcing methods for Limerick Financial Group are not publicly described. The firm may rely on family networks and intermediaries, but no proprietary sourcing model or known co-investor relationships have been disclosed.

Is Limerick Financial Group related to any specific family or wealth source?

No public information ties Limerick Financial Group to a specific family or wealth source. The firm's name may suggest a connection to the Limerick region in Ireland, but this is unconfirmed.

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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