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...
Overview
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
Location
Region
North America
Country
United States
City
Moraga
Corporate office
Clayton, MO, United States
Principals
Michael B. Wilson
President
Sector focus
Frequently asked questions
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 Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research M.B. Wilson & Co. in Altss
Explore available research and relationship coverage for this adviser in Altss.