# Magnum Financial

Magnum Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://magnumfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/stephenbossio

## Regulatory record

- **CRD number:** 152081
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152081

## About

MAGNUM FINANCIAL is a state-registered investment adviser in SONOMA, CA. The firm manages approximately $14 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Does Magnum Financial invest through funds or directly?

The firm employs a hybrid approach, participating in both fund commitments—particularly in private equity and credit—and direct co-investments. Its direct activity targets control and growth equity positions where its network can add value.

### What types of assets does Magnum Financial target?

Magnum Financial allocates across liquid markets, private equity, real estate, and special situations. Sector focus is broad, with an emphasis on opportunities where the team can source proprietary deal flow through existing relationships.

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Last updated: 2026-07-06T01:24:20.724Z

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