Multi-Family Office

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Miner Wealth Management

Miner Wealth Management is a U.S.-based RIA and multi-family office investing in private credit, real estate, and infrastructure through direct...

Miner Wealth Management

Miner Wealth Management is a U.S.-based registered investment advisor that acts as a multi-family office for wealthy families. The firm's origins trace to the wealth management needs of its founding families, though specific founding year and principals have not been publicly detailed. The firm invests across a diversified set of asset classes including public equities, fixed income, private credit, private equity, real estate, and infrastructure. It targets direct co-investments alongside institutional sponsors and venture capital funds, with a geographic focus on North America and select developed markets. Confirmed portfolio positions have not been publicly named. Miner Wealth Management's team structure and total AUM remain undisclosed. The firm operates from offices in the United States and has not publicly disclosed additional locations or adjacent philanthropic vehicles. No dated operational events from the last 24 months have been identified in public sources. The firm differentiates itself through its RIA-registered multi-family office model, which allows it to provide fiduciary wealth management alongside access to institutional-grade alternative investments typically reserved for endowments and foundations. Its governance structure aligns with SEC regulatory oversight.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Sector focus

Real EstatePrivate CreditPrivate EquityInfrastructure

Frequently asked questions

Who runs investment decisions at Miner Wealth Management?

The firm's investment committee oversees decision-making, but specific principals and their roles have not been publicly named. The firm operates as a registered investment advisor with fiduciary duties to its clients.

What investment stages does Miner Wealth Management target?

The firm pursues direct co-investments across private equity, private credit, real estate, and infrastructure, typically alongside institutional sponsors. It does not publicly disclose minimum ticket sizes or stage preferences.

How is Miner Wealth Management structured — as a single family office or an RIA?

Miner Wealth Management is registered as an RIA under the Investment Advisers Act, functioning as a multi-family office serving multiple high-net-worth families rather than a single-family office.

Does Miner Wealth Management participate in fund commitments or only direct deals?

The firm allocates capital across both liquid public-market funds and direct co-investments in private assets. Its model includes fund commitments to external managers combined with customized direct deal flow for clients.

What is the firm's known posture on co-investments alongside external GPs?

Miner Wealth Management actively pursues co-investment opportunities with institutional sponsors in private credit, real estate, and infrastructure, though specific GP relationships and co-investment volumes are not publicly disclosed.

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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