# O'Donnell Financial Services

O'Donnell Financial Services is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/odonnellgreg

## Regulatory record

- **CRD number:** 172520
- **SEC file number:** 801-110717
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172520

## About

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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## 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.

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Last updated: 2026-07-06T01:24:22.366Z

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