Petra Wealth Management

The firm has not disclosed its CIO, CEO, or investment committee members publicly. Investment decisions are likely made by a team of professionals, but individual names are not available in public sources.

Petra's deal sourcing model is not publicly documented. As a multi-family office, it may rely on a network of co-investors, family office contacts, and external advisors to source private investments, but no specific methodology has been disclosed.

Petra is structured as a multi-family office, serving multiple affluent families rather than a single principal. This allows it to aggregate capital for larger deals while providing customized portfolio management, but its operations are less transparent than many single-family offices.

Based on the firm's profile, Petra likely engages in both fund commitments and direct co-investments. Multi-family offices of this scale typically allocate to external funds in alternative asset classes while also pursuing direct real estate and private credit opportunities.

The firm's investment focus appears to span growth-stage private equity, real estate development, and private credit, rather than early-stage venture capital. Specific stage preferences are not disclosed.

Public sources do not list any sectors Petra explicitly avoids. Sector preferences inferred from the firm's asset class mix suggest a focus on defensible, income-generating strategies rather than early-stage technology or biotech.

Fee arrangements are not publicly disclosed. Multi-family offices typically charge an advisory fee based on AUM, ranging from 0.5% to 1.5%, with additional fees for direct investment management. Petra likely follows this model.