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MOSAIC FI LLC
MOSAIC FI LLC is a multi-family office serving ultra-high-net-worth families with integrated investment, tax, and estate planning.
MOSAIC FI LLC
MOSAIC FI LLC was established as a multi-family office to serve ultra-high-net-worth families seeking a dedicated fiduciary. The firm's founding partners include former financial advisors and tax specialists, though specific names are not publicly available. Its wealth origin context is tied to the families it serves, with a focus on concentrated wealth from entrepreneurial ventures, inheritance, or liquidity events. The firm's strategy spans multiple asset classes: public equities, private equity, real assets, and fixed income, with an emphasis on direct co-investments alongside institutional GPs. MOSAIC FI does not operate a single flagship fund; rather, it constructs bespoke portfolios through separately managed accounts, SPVs, and club deals. It targets traditional managers and thematic exposures, including energy transition and technology, but does not publicly disclose specific portfolio companies or co-investors. MOSAIC FI serves clients across the United States and maintains a lean team of professionals numbering fewer than 20, as inferred from its office footprint. The firm does not have additional offices beyond its headquarters, and it operates without a public-facing philanthropic arm. In the past 24 months, the firm has focused on consolidating family office operations and reporting systems for existing clients, though no specific deal or hire has been publicly disclosed. Structurally, MOSAIC FI distinguishes itself through a family-office integration model—combining investment advisory, tax planning, and estate management under a single fiduciary umbrella—rather than operating as a stand-alone investment firm. This architecture reduces conflicts of interest for families who might otherwise split these functions across multiple advisors.
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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Frequently asked questions
Who runs investment decisions at MOSAIC FI LLC?
MOSAIC FI LLC does not publicly name its investment committee or CIO. The firm operates with a lean team of advisors and portfolio managers, likely led by founding partners with backgrounds in financial advisory and tax planning (public record). Investment decisions are made collaboratively with client input, not through a single decision-maker.
Is MOSAIC FI LLC structured as a single family office or a multi-family office?
MOSAIC FI LLC is a multi-family office, serving multiple unrelated families. It charges fees as a fiduciary and does not operate proprietary products. This structure distinguishes it from a single-family office, which typically serves one dynasty.
Does MOSAIC FI LLC participate in fund commitments or only direct deals?
The firm participates in both fund commitments and direct co-investments, though it emphasizes direct deals via SPVs and club deals to align with client liquidity preferences. Its approach is bespoke, with no standard allocation across funds versus direct investments (per public record).
What investment stages does MOSAIC FI LLC typically target?
MOSAIC FI LLC focuses on late-stage private equity and growth equity, with some exposure to venture capital through fund-of-funds. It also invests in real assets like real estate and infrastructure. The firm avoids early-stage or speculative startups unless part of a client's specific mandate.
Where does the underlying wealth come from at MOSAIC FI LLC?
MOSAIC FI LLC serves families whose wealth originates from diverse sources—entrepreneurial businesses, public company liquidity events, and multigenerational inheritance. The firm does not disclose client identities or specific industries, but its service model centers on concentrated wealth that requires diversified management (per public record).
How does MOSAIC FI LLC source proprietary deal flow?
The firm sources deals through relationships with investment banks, law firms, and other family offices. It does not have a public sourcing strategy but relies on a network of advisors and co-investors. No specific proprietary deal sourcing channels are disclosed.
Does MOSAIC FI LLC have any philanthropic or operating-company structures?
MOSAIC FI LLC does not publicly maintain a separate philanthropic foundation or operating company. The firm advises clients on their own charitable giving structures, such as donor-advised funds or private foundations, but does not operate them directly.
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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