Multi-Family OfficeRIA · CRD 172520SEC-Registered

Updated:

O'Donnell Financial Services

O'DONNELL FINANCIAL SERVICES, LLC is an SEC-registered investment adviser in SAN RAFAEL, CA, registered since 2017. The firm manages $427 million in assets,...

O'Donnell Financial Services

O'DONNELL FINANCIAL SERVICES, LLC is an SEC-registered investment adviser in SAN RAFAEL, CA, registered since 2017. The firm manages $427 million in assets, $411 million on a discretionary basis. It has 12 employees and 4 investment advisers.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

United States

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

Who runs investment decisions at O'Donnell Financial Services?

The firm does not publicly name any principals, investment chiefs, or decision-makers. Public records list only the entity's registered agent, which is common for private limited liability companies. No team biographies or leadership profiles have been published.

How does O'Donnell Financial Services source deal flow?

With no public marketing or deal announcements, the firm likely relies on direct relationships within the multi-family office community and referrals from existing clients. Its focus on private credit and real estate suggests access to sponsor-backed transactions and off-market opportunities available through networks rather than competitive processes.

Is O'Donnell Financial Services a single family office or a multi-family office?

The firm's name includes 'Financial Services' and its legal structure as an LLC — combined with no named family — indicates it operates as a multi-family office. This structure allows it to pool capital from multiple families while maintaining a single operating entity.

Does O'Donnell Financial Services make fund commitments or direct investments only?

The firm's asset-class focus — private credit, real estate, infrastructure — is consistent with direct investment in assets and loans, though fund commitments alongside specialist managers cannot be ruled out. Insufficient public information exists to confirm the balance between direct and indirect allocation.

What investment stages does O'Donnell Financial Services typically target?

Private credit and infrastructure point to a preference for mature, cash-flow-generating assets rather than early-stage or venture capital. Real estate investments likely span value-add through core-plus strategies. No specific stage preferences are documented in public filings or media.

Profile maintained by 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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