Skip to content
McNulty Wealth Management logo
Bank / Wealth / Trust

Updated:

McNulty Wealth Management

McNulty Wealth Management distinguishes itself through a dual mandate that blends conventional wealth advisory with venture capital sourcing.

Overview

McNulty Wealth Management distinguishes itself through a dual mandate that blends conventional wealth advisory with venture capital sourcing. Operating from a single office in Sleepy Hollow, the firm offers a concentrated set of services that span asset management, financial planning, and direct venture investing — the latter being an atypical capability among local and regional wealth managers. Unlike advisory practices that outsource private-market access to external funds, McNulty appears to allocate client capital directly into venture opportunities, positioning itself as both gatekeeper and participant in the early-stage ecosystem. The venture strategy is generalist in nature, spanning multiple sectors and stages, though public disclosures around specific portfolio positions remain limited. The absence of a widely reported AUM figure or headcount underscores a deliberate low-profile posture, consistent with a firm serving a discreet client base where confidentiality and custom structures carry more weight than brand recognition. Structurally, the firm operates without the layered governance or investment committees typical of larger multi-family offices or RIA aggregators. There is no evidence of adjacent philanthropic vehicles, operating businesses, or membership in peer networks like Tiger 21 or YPO in the public record. The firm's footprint—one location, no recorded LinkedIn presence, and minimal web footprint—places it squarely in the category of high-touch, low-visibility advisors whose competitive advantage rests on deep client relationships rather than scalable infrastructure.

General information

Firm type

Bank / Wealth / Trust

Location

Region

North America

Country

United States

City

Sleepy Hollow

Corporate office

Sleepy Hollow, NY, United States

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.

Need institutional-grade insight on asset managers?

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

More Bank / Wealth / Trust profiles