# McDonnell Financial Services

McDonnell Financial Services is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 282462
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282462

## About

MCDONNELL FINANCIAL SERVICES is a state-registered investment adviser in PASADENA, CA. The firm manages approximately $10 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at McDonnell Financial Services?

The firm does not publicly disclose its investment leadership. The office is known to be family-run, with senior family members involved in strategic decisions. Day-to-day operations are handled by a small professional team, though individual names are not publicly associated with the entity.

### Does McDonnell Financial Services participate in fund commitments or only direct deals?

The office engages in both direct investments and fund commitments. It is known to commit capital to external private equity and venture capital funds, as well as participate in direct co-investments alongside those managers. The mix between direct and fund investing is not publicly disclosed.

### What investment stages does McDonnell Financial Services typically target?

The office invests across a range of stages, from early-stage venture capital to mature buyouts. Public filings and occasional mentions in fund documents indicate exposure to both growth equity and later-stage private equity. The office does not appear to specialize in a single stage.

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- [Panoramic Financial Planning](https://altss.com/profile/panoramic-financial-planning)
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Last updated: 2026-07-06T01:24:21.061Z

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