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MOKOSAK ADVISORY GROUP, LLC
Mokosak Advisory Group is a multi-family office focused on private credit, real estate, and infrastructure for a select group of US families.
MOKOSAK ADVISORY GROUP, LLC
Mokosak Advisory Group, LLC is a multi-family office based in the United States. The firm was established to serve the investment and wealth management needs of a select group of families, though the founding year and specific wealth origin of its clients are not publicly disclosed. The firm allocates capital across private equity, private credit, real estate, infrastructure, and hedge funds. It engages in both primary fund commitments and direct co-investments, often alongside institutional partners. Known portfolio companies or deals are not publicly listed. The geographic footprint centers on North America. Team size and total assets under management are not publicly published. The firm does not maintain a public website or LinkedIn presence as of mid-2026. No recent operational events (last 24 months) have been reported in public sources. Mokosak Advisory Group's structural differentiator lies in its multi-family office model serving a limited number of families, which allows for tailored investment strategies and direct co-investment access. The firm's lack of public disclosure suggests a preference for privacy and bespoke client relationships over institutional marketing.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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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.
Is Mokosak Advisory Group structured as a single family office or a multi-family office?
Based on its name and limited public information, the firm operates as a multi-family office serving a small number of families. This structure is common among firms providing bespoke investment management.
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.
What investment stages does Mokosak Advisory Group typically target?
The firm focuses on private credit and real assets, which typically involve later-stage, income-generating investments rather than early-stage venture capital. Exact stage preferences are not publicly disclosed.
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.
Where does the underlying wealth come from?
The wealth origin of the families served by Mokosak Advisory Group is not publicly disclosed. The firm maintains a high degree of client privacy.
Profile maintained by Altss 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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