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New Horizon Financial Strategies
New Horizon Financial Strategies is an unregistered US single-family office with no public website, regulatory filings, or disclosed principals.
New Horizon Financial Strategies
Dedicated Advocates Of Your Dreams | The Strebel Planning Group is different from other area providers in so many ways. Most important of all, we believe, is that we are locally owned and completely independent. This means that we don't answer to a home office, don't have sales quotas that result in our recommending products that are not quite right for you, and have the ability to create client fulfillment processes in response to client's needs, not those of some bureaucrat who has no understanding of our community.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
—
Corporate office
—
Frequently asked questions
Is New Horizon Financial Strategies an SEC-registered investment adviser?
No. Federal and state registration databases show no active registration for New Horizon Financial Strategies, LLC. Single-family offices that do not hold themselves out as investment advisers to the public are exempt from registration under the Investment Advisers Act of 1940 and corresponding state statutes. The absence of a Form ADV filing is consistent with an office serving a single family and managing under the applicable regulatory thresholds.
Does the firm accept outside capital from investors?
There is no evidence that New Horizon Financial Strategies accepts outside capital. The firm has no reported fund structures, no publicly listed vehicles, and no marketing presence. Single-family offices are structured to manage the proprietary wealth of one family and generally do not solicit or manage third-party funds. Any deviation from this would require regulatory registration, which currently does not exist.
Who are the principals behind New Horizon Financial Strategies?
No principals have been disclosed in public filings, press releases, or business registries. The LLC structure and the use of registered agent services make it possible to shield the names of beneficial owners from state-level business formation records. For prospective counterparties, identifying the principal would require a direct introduction or a bespoke background investigation beyond standard public-record searches.
What is the firm's investment focus or sector specialization?
The firm's investment mandate is not publicly documented. Small, unregistered family offices often maintain flexible mandates that span public securities, private funds, real estate, and fixed income based on the family's liquidity needs and risk tolerance. Without a disclosed track record, sector or stage specializations cannot be verified. Any claimed focus would be unsubstantiated without direct disclosure from the office itself.
How can an allocator or counterparty diligence a firm with no public footprint?
Diligence on an opaque entity like New Horizon Financial Strategies requires offline verification. An allocator would need to confirm the identity of the principal and the source of wealth through bank references, legal counsel, or personal introductions, and then request audited financial statements or custody records directly from the firm. The absence of a regulatory record means standard public database checks will yield no material diligence value.
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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