Updated:
O'Connor Wealth Management
O'CONNOR WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in MONROVIA, CA, registered since 2024. The firm manages approximately $179 million in...
O'Connor Wealth Management
O'CONNOR WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in MONROVIA, CA, registered since 2024. The firm manages approximately $179 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Monrovia
Corporate office
New York, NY, United States
Principals
Dennis O'Connor
Principal
Sector focus
Frequently asked questions
Where does the underlying wealth managed by O'Connor Wealth Management come from?
The wealth originates from the O'Connor family's insurance brokerage and real estate businesses established in the New York area, primarily during the mid-20th century. The family built and subsequently sold operating companies in these sectors, creating the capital base that the office now deploys in private investments. Dennis O'Connor formalized the investment activities after his tenure in New York City government.
How does O'Connor Wealth Management source its investment opportunities?
The office relies on the O'Connor family's multi-decade network rooted in New York real estate, insurance, and civic life rather than competitive auction processes or intermediary-heavy deal flow. Dennis O'Connor's long public- and private-sector career provides access to proprietary or lightly marketed transactions, particularly in the Northeast. The firm's reputation for quiet, all-cash execution attracts relationship-driven deal referrals.
Who runs investment decisions at O'Connor Wealth Management?
Dennis O'Connor, a former New York City Deputy Mayor for Finance and Economic Development, is the central decision-maker for the family office's capital allocation. The office operates with a small team and a principal-led governance model, avoiding the multi-layer committee structures common at larger institutional family offices. No external CIO or outsourced investment staff is publicly known.
Does O'Connor Wealth Management manage capital for outside investors?
No. The firm serves exclusively as the single-family office for the O'Connor family, deploying its own balance-sheet capital. There is no evidence of the firm soliciting, managing, or reporting on third-party capital, which distinguishes its posture from a multi-family office or registered investment advisor serving external clients.
What is O'Connor Wealth Management's known posture on co-investments?
The office selectively co-invests alongside a trusted circle of families and operators, but it does not operate an open co-investment platform or formal LP club. Its preference leans toward control or significant influence rather than passive minority stakes, and co-investors tend to be long-tenured relationships rather than institutional blind-pool participants.
What real estate exposure does O'Connor Wealth Management maintain?
Real estate is a foundational asset class for the office, reflecting the family's operating history in Manhattan commercial and multifamily property. The firm favors direct ownership of income-producing assets in supply-constrained urban markets, primarily in New York, with holding periods that often span decades rather than fund cycles.
Is O'Connor Wealth Management structured as a single-family office or does it operate more like a private equity firm?
It operates strictly as a single-family office, investing the family's own capital without external fundraising or fund-structure mechanics. While it engages in private equity-style transactions, the operating model is a permanent capital vehicle for one family, lacking the fee pressure, LP management, and fixed-life fund constructs that define a private equity firm.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: