Single Family OfficeRIA · CRD 134076SEC-Registered

Updated:

M.B. Wilson & Co.

M.B. Wilson & Co. is an SEC-registered investment adviser in Moraga, CA, registered since 2015. The firm manages approximately $280 million in regulatory...

M.B. Wilson & Co.

M.B. Wilson & Co. is an SEC-registered investment adviser in Moraga, CA, registered since 2015. The firm manages approximately $280 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Year founded

1988

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Moraga

Corporate office

Clayton, MO, United States

Principals

Michael B. Wilson

President

Sector focus

Real EstatePrivate Equity

Frequently asked questions

Who makes investment decisions at M.B. Wilson & Co.?

Michael B. Wilson, the firm's president and founder, is the named principal responsible for investment decisions. The firm does not list an investment committee, additional partners, or external advisors on public filings. This concentrated decision-making structure is consistent with a single-family office where the founding principal retains investment authority.

What does M.B. Wilson & Co. invest in?

The firm focuses on direct commercial real estate acquisitions and private equity investments. Its real estate holdings include retail, office, and industrial properties, while its private equity portfolio targets operating companies with established cash flows. The firm does not disclose allocations to public equities, hedge funds, or fixed income.

Does M.B. Wilson & Co. accept outside capital?

No. M.B. Wilson & Co. operates as a single-family office investing the Wilson family's own capital. It does not raise funds from institutional investors, endowments, or high-net-worth individuals, and its SEC filing status as an exempt reporting adviser confirms it does not market investment products to external LPs.

Where does M.B. Wilson & Co. deploy geographically?

The firm concentrates its investments in the Midwest and Sun Belt regions, with a particular focus on Missouri and Illinois. Its real estate portfolio is anchored in the St. Louis metropolitan area, reflecting a preference for markets where the firm can leverage local knowledge and relationships.

Is M.B. Wilson & Co. related to any other Wilson family enterprises?

Public records do not confirm a direct connection to a specific larger Wilson family enterprise, though the firm's Clayton location and multi-decade history suggest ties to the broader St. Louis business community. The office does not disclose operating company affiliations or philanthropic vehicles.

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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Moraga Single Family Office profiles