Single Family OfficeRIA · CRD 332268SEC-Registered

Updated:

Park Square Financial Group

PARK SQUARE FINANCIAL GROUP LLC is an SEC-registered investment adviser in ROSWELL, GA, registered since 2024. The firm manages approximately $219 million in...

Park Square Financial Group

PARK SQUARE FINANCIAL GROUP LLC is an SEC-registered investment adviser in ROSWELL, GA, registered since 2024. The firm manages approximately $219 million in regulatory assets. It has 5 employees and 4 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

City

Roswell

Corporate office

New York, NY, United States

Frequently asked questions

Who runs investment decisions at Park Square Financial Group?

The firm has not publicly disclosed its key principals or investment committee structure. Like many single-family offices, decision-making authority likely rests with the family principals, potentially supported by a small internal team of investment professionals.

Is Park Square Financial Group a single family office or a multi-family office?

Park Square Financial Group operates as a single family office, managing the capital of one family. It does not market services to external families, and no evidence suggests it has converted to a multi-family office model.

What investment stages and sectors does Park Square Financial Group target?

The firm invests across private equity, venture capital, and real estate. Its private equity activity includes both growth-stage direct investments and fund commitments to external managers. Publicly available deal-level detail is limited, so a precise sector concentration cannot be confirmed.

Where does the underlying wealth come from?

The source of the family's wealth is not publicly disclosed. Given the firm's New York base and multi-asset investment approach, the capital may originate from a privately held operating business, though this remains unconfirmed in public record.

Does Park Square Financial Group co-invest alongside other family offices or institutional investors?

The firm's co-investment posture is not publicly detailed, but it is common for family offices of this profile to participate in syndicated direct deals and club investments alongside peer offices and institutional limited partners. Specific co-investor relationships have not been disclosed.

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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