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Naples Money Management
NAPLES MONEY MANAGEMENT LLC is an SEC-registered investment adviser in NAPLES, FL, registered since 2010. The firm manages $164 million in regulatory assets...
Overview
NAPLES MONEY MANAGEMENT LLC is an SEC-registered investment adviser in NAPLES, FL, registered since 2010. The firm manages $164 million in regulatory assets under management on a discretionary basis. It has 6 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Naples
Corporate office
Naples, FL, United States
Principals
Craig M. Dacey
President and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Naples Money Management?
Craig M. Dacey serves as President and Chief Investment Officer, overseeing portfolio construction, manager selection, and asset allocation decisions. His leadership structure gives the firm a single decision-maker for investment policy rather than a committee-driven model. Dacey's tenure anchors the firm's continuity across market cycles.
How does Naples Money Management source deal flow?
The firm sources alternative investments primarily through manager relationships and operating partners active in the Southeastern US. For direct real estate lending, the firm works with regional developers and property operators, giving it visibility into deals that institutional platforms often bypass. Fund commitments appear to come through established general partner relationships rather than public placement channels.
Where does Naples Money Management concentrate geographically?
The firm focuses primarily on the Southeastern United States, with deep operational familiarity in Florida's Gulf Coast real estate and credit markets. Manager relationships extend into Texas and the Mountain West for private equity and infrastructure commitments. The Naples headquarters location reflects the firm's alignment with the migration patterns of its high-net-worth client families.
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