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LVW Flynn
LVW Flynn operates as a multi-family office based in Pittsford, New York. Lori Van Dusen established the related LVW Advisors platform, and Rick Flynn joined...
LVW Flynn
LVW Flynn operates as a multi-family office based in Pittsford, New York. Lori Van Dusen established the related LVW Advisors platform, and Rick Flynn joined as co-CEO after running Flynn Family Office. The firm delivers portfolio construction, risk management, and estate planning to clients seeking disciplined oversight of complex holdings. Investment activity spans private equity, real estate, hedge funds, commodities, and fund-of-funds vehicles. The firm also maintains allocations to philanthropic and mission-related strategies. Geographic reach stays within North America. Sector exposure includes sports and wellness, media and entertainment, and healthcare services. No specific portfolio companies or dated transactions appear in available records. Additional offices operate in New York City. The team participates in the Institutional Investor RIA Institute and the Palm Beach Hedge Fund Association. Philanthropic ties include Breakthrough New York and the Rochester Area Community Foundation. Indirect ownership flows through Focus Financial Partners with involvement from Clayton, Dubilier & Rice and Stone Point Capital.
General information
Firm type
Multi Family Office
Year founded
—
AUM
2.4B (Altss estimate)
Location
Region
North America
Country
United States
City
Pittsford
Corporate office
67 Monroe Avenue, Pittsford, NY 14534, United States
Additional offices
New York, NY, United States
Principals
Lori Van Dusen
CEO and Founder
Joseph Zappia
Principal and Co-Chief Investment Officer
Altss tracks 2 additional named team members for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at LVW Flynn?
Lori Van Dusen serves as CEO and founder while Rick Flynn acts as co-CEO. Joseph Zappia holds the role of co-chief investment officer.
Does LVW Flynn participate in fund commitments or only direct deals?
The firm deploys across fund-of-funds, hedge funds, and private equity alongside direct real estate holdings.
What is LVW Flynn's known posture on co-investments alongside external GPs?
No specific co-investment activity or club deal examples are recorded in available sources.
Where does the underlying wealth come from?
Wealth origin for client families is not publicly disclosed.
How is LVW Flynn related to LVW Advisors?
LVW Flynn functions as the multi-family office vehicle connected to the LVW Advisors platform founded by Lori Van Dusen.
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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