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Mooney Financial
Mooney Financial is an SEC-registered investment adviser in Jacksonville Beach, FL. The firm manages approximately $92 million in regulatory assets.
Mooney Financial
Mooney Financial is an SEC-registered investment adviser in Jacksonville Beach, FL. The firm manages approximately $92 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Year founded
1997
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Jacksonville Beach
Corporate office
Rochester, MI, United States
Principals
Michael G. Mooney
President & Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Mooney Financial?
Michael G. Mooney, the founder and President, directs all investment activity. He built the family's wealth through MCM Underwriters, a firm specializing in structured insurance settlements. The office operates without a separate CIO or external investment committee, with sourcing and underwriting running through a small internal team in Rochester, Michigan.
How does Mooney Financial source its private credit deals?
Deal flow comes primarily through direct borrower relationships and regional commercial real estate brokers, rather than auction processes or bank-led syndications. Mooney Financial competes on execution speed and flexible structuring rather than the lowest coupon. The firm targets middle-market borrowers in the Midwest and Southeast who require bridge capital or asset-backed private placements.
Does Mooney Financial take outside capital or operate like a fund manager?
No. Mooney Financial is a single-family office deploying the Mooney family's permanent capital. It does not manage third-party money, sponsor commingled funds, or report to limited partners. All investments are held on its own balance sheet.
What real estate asset classes does Mooney Financial target?
The firm focuses on value-add office, medical-office, and retail properties, primarily in secondary and tertiary markets across the Midwest and Southeast. The permanent-capital structure enables longer renovation timelines and lease-up periods than institutional real estate funds can typically accommodate.
What is Mooney Financial's posture on co-investments alongside external GPs?
The firm has no known history of co-investing alongside external general partners, preferring wholly owned direct origination in both credit and real estate. There is no evidence of club deals or syndicated participation.
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