Single Family OfficeRIA · CRD 127889SEC-Registered

Updated:

MAGIS Private Wealth Management

MAGIS PRIVATE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser. The firm manages approximately $2 million in regulatory assets.

MAGIS Private Wealth Management

MAGIS PRIVATE WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser. The firm manages approximately $2 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Frequently asked questions

What is the origin of the wealth managed by MAGIS Private Wealth Management?

The specific source of family wealth has not been publicly disclosed. The name MAGIS — Latin for 'more' or 'greater' — carries a common association with Jesuit educational and philosophical traditions, but this does not confirm the family's business background. Many similarly structured offices choose not to publicize the operating company, liquidity event, or inheritance that gave rise to the family office.

Does MAGIS Private Wealth Management accept outside capital?

No. The firm is structured as a single-family office and is not registered as an investment adviser that serves external clients. There is no public evidence that MAGIS operates any pooled investment vehicles, manages capital for other families, or participates in club-deal platforms that would bring in outside co-investors.

What is the firm's investment mandate?

Without public statements from the firm, its mandate can only be described in structural terms common to single-family offices of this type — long-horizon capital preservation, intergenerational wealth transfer, and multi-asset-class diversification. Offices at this scale typically invest across public equities, fixed income, private equity funds, real estate, and occasionally direct venture or private credit allocations.

Who runs investment decisions at MAGIS?

The firm has not publicly identified a chief investment officer, managing principal, or investment committee on any regulatory filing, business registry, or media platform accessible in the public record. In practice, single-family offices of this size often vest investment authority in a single CIO reporting directly to the family principal or a family council.

How can an external GP or co-investor contact MAGIS?

There is no known channel for external outreach. The firm does not maintain a website, LinkedIn page, or publicly listed contact information. GPs seeking to engage with the office would need a direct introduction through the family's existing advisory or legal network.

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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