Single Family OfficeRIA · CRD 337303SEC-Registered

Updated:

Moldenhauer & Associates

MOLDENHAUER & ASSOCIATES is an SEC-registered investment adviser in ORCHARD PARK, NY, registered since 2025. The firm manages approximately $765 million in...

Moldenhauer & Associates

MOLDENHAUER & ASSOCIATES is an SEC-registered investment adviser in ORCHARD PARK, NY, registered since 2025. The firm manages approximately $765 million in assets. It has 15 employees and 10 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Principals

Rod Moldenhauer

Founder and Managing Principal

Sector focus

Private CreditReal EstateInfrastructureHedge Funds

Frequently asked questions

Who runs Moldenhauer & Associates?

Rod Moldenhauer is the founder and managing principal of Moldenhauer & Associates. Public records indicate he leads investment decisions and operations for the firm, though the firm does not maintain a public team page. His background before founding the firm is not broadly documented (per public record).

What is Moldenhauer & Associates' investment strategy?

The firm targets direct deals and co-investments across private credit, real estate, infrastructure, and hedge funds. It focuses on special situations and control-oriented investments where it can act as a principal. The strategy is relationship-driven, relying on a network of advisors rather than a formal fund structure (per public record).

Does Moldenhauer & Associates invest in funds or only directly?

The firm participates in both direct investments and select fund commitments. It is known to co-invest alongside external partners when opportunities align with its focus on control and alignment. Its posture leans toward direct deals rather than passive fund allocations (per public record).

What is the geographic focus of Moldenhauer & Associates?

The firm primarily invests in North America but will consider transactions in Europe when co-investment partners are involved. Its geographic footprint is not broadly disclosed, consistent with the firm's discreet approach (per public record).

How does Moldenhauer & Associates source deal flow?

Deal flow is generated through a network of advisors, industry contacts, and co-investment relationships. The firm does not market publicly and relies on proprietary sourcing from its principals and existing relationships, typical for a private family office (per public record).

Is Moldenhauer & Associates associated with any philanthropic structures?

There are no public records indicating that Moldenhauer & Associates maintains a philanthropic foundation or separate charitable vehicle. The firm's activities appear focused exclusively on investment management, with governance separated from personal philanthropic endeavors of the family (per public record).

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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Single Family Office profiles