Updated:
MOKOSAK ADVISORY GROUP, LLC
MOKOSAK ADVISORY GROUP, LLC is an SEC-registered investment adviser in URBANDALE, IA, registered since 2017. The firm manages $414 million in assets, $410...
Overview
MOKOSAK ADVISORY GROUP, LLC is an SEC-registered investment adviser in URBANDALE, IA, registered since 2017. The firm manages $414 million in assets, $410 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
Who runs investment decisions at Mokosak Advisory Group?
The firm does not publicly disclose the names of its principals or investment committee members. Due diligence calls are required to identify key decision-makers.
How does Mokosak Advisory Group source proprietary deal flow?
The firm sources deals through direct relationships with family offices, institutional co-investors, and private credit fund managers. Specific sourcing methods are not publicly detailed.
Does Mokosak Advisory Group participate in fund commitments or only direct deals?
The firm engages in both fund commitments and direct co-investments. Its approach includes primary fund investments in private credit and real estate, as well as direct stakes alongside institutional partners.
Which sectors does Mokosak Advisory Group explicitly avoid?
The firm does not publicly disclose any sectors it avoids. Its known focus areas include private credit, real estate, infrastructure, and hedge funds.
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.
Research MOKOSAK ADVISORY GROUP, LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.