# MOKOSAK ADVISORY GROUP, LLC

MOKOSAK ADVISORY GROUP, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 287538
- **SEC file number:** 801-110319
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287538

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure
- Hedge Funds
- Secondaries & Special Situations

## 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.

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Last updated: 2026-07-06T01:24:21.509Z

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