Single Family OfficeRIA · CRD 135938SEC-Registered

Updated:

Mahoney Fiorentino & Co

MAHONEY FIORENTINO & CO P.C. is an SEC-registered investment adviser in Wakefield, MA. The firm has 4 employees and 2 investment advisers. It is based in...

Mahoney Fiorentino & Co

MAHONEY FIORENTINO & CO P.C. is an SEC-registered investment adviser in Wakefield, MA. The firm has 4 employees and 2 investment advisers. It is based in Massachusetts.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Wakefield

Corporate office

Boston, MA, United States

Principals

Matthew Mahoney

Managing Principal

Michael Fiorentino

Managing Principal

Sector focus

Real EstatePrivate CreditHealthcare Services

Frequently asked questions

Who makes investment decisions at Mahoney Fiorentino & Co?

Investment decisions are made by the two managing principals, Matthew Mahoney and Michael Fiorentino. Both names are associated with the firm's legal and operating entities, and public records suggest they jointly approve all acquisitions. The office does not employ a separate investment committee structure visible to outside parties.

Does Mahoney Fiorentino accept outside capital from institutional investors?

No. The office is structured exclusively to manage capital for a small group of private families, and no third-party fund vehicles have been registered. The firm does not appear in any institutional manager databases, and its legal structure is consistent with a closed single-family-office model.

What distinguishes Mahoney Fiorentino from a conventional private equity firm?

The office operates on a permanent-capital basis — it does not raise funds with fixed lifespans, charge management fees to outside limited partners, or seek portfolio-company exits on a predetermined schedule. Each holding is structured for multi-decade ownership with an emphasis on tax efficiency and estate planning integration, which is uncommon even among family offices.

What asset classes does the firm invest in?

Public record indicates exposure across private credit, direct-equity stakes in healthcare-services businesses, and value-add commercial real estate. The real estate strategy favors multi-tenant properties with existing cash flows in the northeastern US and Florida, while the operating-business investments cluster in professional services and healthcare.

How does the firm source its investment opportunities?

Transaction flow originates through professional networks of tax attorneys, estate planners, and regional business operators rather than through broker-arranged auctions or investment-bank processes. This network-based sourcing model is consistent with the principals' professional-services background and the office's low public profile.

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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