Single Family OfficeRIA · CRD 142437SEC-Registered

Updated:

Meehan, Bernard

MEEHAN, BERNARD is an SEC-registered investment adviser with $7 million in regulatory assets under management. The firm has 1 employee and 1 investment...

Meehan, Bernard

MEEHAN, BERNARD is an SEC-registered investment adviser with $7 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

Bernard Meehan

Founder and Principal

Sector focus

Private CreditReal EstateHedge FundsVenture Capital

Frequently asked questions

Who runs investment decisions at Meehan, Bernard?

Bernard Meehan, the founder and principal, oversees all investment decisions for the family office. He built the underlying wealth through a career in financial services. No external CIO or investment committee has been publicly named.

Is Meehan, Bernard structured as a single family office or does it operate more like a multi-strategy fund?

It is structured as a single-family office with a multi-strategy allocation mandate. The firm invests across private credit, real estate, hedge funds, and venture capital, allowing it to shift between liquid and illiquid strategies as market conditions change.

Does Meehan, Bernard participate in fund commitments or only direct deals?

The firm pursues both fund commitments and direct co-investments. It allocates capital to external managers across private credit and hedge funds, while also making direct investments in real estate and venture opportunities. Specific GP relationships have not been publicly disclosed.

What is Meehan, Bernard's known posture on co-investments alongside external GPs?

The firm is open to co-investment opportunities, particularly in private credit and venture capital. Co-investments allow the office to deploy capital at scale without entering blind pool vehicles. However, no specific co-investment examples are publicly recorded.

Where does the underlying wealth come from?

The capital originates from Bernard Meehan's career in financial services. The specific source — whether investment banking, asset management, or proprietary trading — has not been detailed publicly.

Does Meehan, Bernard maintain philanthropic structures?

No philanthropic foundation or charitable trust has been publicly identified as part of the Meehan family office structure. If such vehicles exist, they are not disclosed.

What investment stages does Meehan, Bernard typically target?

In venture capital, the firm appears to target early-stage and growth-stage opportunities. For private credit and real estate, the focus is on direct origination and opportunistic deals. Specific stage preferences in hedge funds are not publicly documented.

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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