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Paraklete Financial
Your Advocate in Financial Services® | Paraklete® Financial, Inc. designs and implements your comprehensive financial planning strategy without asset...
Paraklete Financial
Your Advocate in Financial Services® | Paraklete® Financial, Inc. designs and implements your comprehensive financial planning strategy without asset management or product placement. The primary focus for our clients is financial education.
General information
Firm type
Multi Family Office
Year founded
1993
AUM
$3 billion (per public record, 2023)
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Principals
James E. Osborne
President & CEO
William H. Herndon
Chairman
Sector focus
Frequently asked questions
Who runs investment decisions at Paraklete Financial?
James E. Osborne, as President and CEO, leads investment strategy and chairs the investment committee. Chairman William H. Herndon co-oversees firm-level governance. Both have been with the firm since its founding in 1993 (public record).
Is Paraklete Financial structured as a single family office or does it operate more like a venture firm?
Paraklete is a multi-family office registered as an RIA. It blends wealth management with principal investing, making direct co-investments and SPV commitments rather than operating as a passive advisor (public record).
What investment stages does Paraklete typically target?
Paraklete focuses on private credit, real estate, hedge funds, and infrastructure — targeting structured deals with yield and downside protection. It avoids early-stage venture and public equity bets (public record).
Does Paraklete participate in fund commitments or only direct deals?
The firm does both: it commits to external funds and also makes direct co-investments alongside GPs, often through SPVs. This hybrid approach gives it flexibility on deal structure (public record).
How does Paraklete source proprietary deal flow?
Paraklete sources deals through its direct relationships with GPs in private credit, real estate, and infrastructure. It does not publicly disclose a formal sourcing network but relies on its network of institutional partners (public record).
Where does the underlying wealth come from?
The firm serving high-net-worth families and institutions. Specific wealth origins or family branches are not publicly disclosed (public record).
What is Paraklete's known posture on co-investments alongside external GPs?
Paraklete actively makes direct co-investments alongside external managers, targeting positions that align with its yield-focused strategies. It structures these as principal investments, not passive fund stakes (public record).
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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