# Paraklete Financial

Paraklete Financial is a Multi Family Office based in Atlanta, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Atlanta, United States
- **Region:** North America
- **Address:** Atlanta, GA, United States
- **Founded:** 1993
- **Assets under management:** $3 billion (per public record, 2023)
- **Website:** parakletefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/paraklete-financial-inc

## Regulatory record

- **CRD number:** 142323
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142323

## About

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.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Infrastructure

## People

- James E. Osborne — President & CEO
- William H. Herndon — Chairman

## 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).

### 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).

### 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).

## Related profiles

- [Schmidt Wealth Management](https://altss.com/profile/schmidt-wealth-management)
- [Solitude Wealth Advisors](https://altss.com/profile/solitude-wealth-advisors-llc)

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Last updated: 2026-07-06T01:24:22.882Z

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