Family OfficeRIA · CRD 322662SEC-Registered

Updated:

Medvest

Medvest is a multi-city family office with offices in Mill Valley, Sausalito, Boston, Birmingham, and Edinburgh, deploying capital across private markets.

Medvest

Medvest is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Mill Valley

Corporate office

Mill Valley, CA, United States

Additional offices

Sausalito · Boston · Birmingham · Edinburgh

Frequently asked questions

What is Medvest's investment focus?

Medvest has not publicly disclosed its investment focus or target sectors. The firm's offices span the US and UK, suggesting a cross-border strategy, but no confirmed portfolio companies or asset-class preferences exist in public records.

Who runs Medvest?

Medvest's leadership team is not publicly identified. No named principals, CIOs, or managing partners appear in any known public sources or media reports.

Where does Medvest's wealth originate?

The origin of wealth managed by Medvest is not disclosed. The firm offers no public information about its founding family or source of capital.

Does Medvest make direct investments or commit to funds?

Medvest does not publicly describe its investment approach. It is unclear whether the firm prefers direct deals, fund commitments, or a hybrid model.

How large is Medvest?

Medvest does not disclose its AUM or deployment size. No estimates from credible third parties exist in public sources.

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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