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Poehls Associates LLC
POEHLS ASSOCIATES LLC is an SEC-registered investment adviser with $54 million in regulatory assets under management. The firm has 1 employee and 1 investment...
Poehls Associates LLC
POEHLS ASSOCIATES LLC is an SEC-registered investment adviser with $54 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Phoenix
Corporate office
Phoenix, AZ, United States
Principals
Michael A. Poehls
President & Chief Investment Officer
Sector focus
Frequently asked questions
Who makes investment decisions at Poehls Associates?
Michael A. Poehls serves as President and Chief Investment Officer, overseeing the family office's investment decisions. The firm does not publicly disclose additional investment professionals or an investment committee structure.
How does Poehls Associates deploy capital?
The firm allocates across multiple asset classes including equities, fixed income, real estate, and private equity. It makes direct investments and participates in co-investments alongside other institutional or family office partners. Specific deal sizes or sector preferences are not publicly disclosed.
Is Poehls Associates structured as a single family office?
Yes, based on public records and its registered classification as an RIA, Poehls Associates LLC operates as a single-family office managing the financial affairs of one family. It does not show signs of operating as a multi-family office or external asset manager.
Does Poehls Associates take institutional capital from outside investors?
Public records do not indicate the firm accepts external capital from institutional investors. Its RIA registration and minimal public profile suggest it functions as a proprietary family office managing only the founding family's wealth.
Where does the wealth originate that Poehls Associates manages?
The specific source of the family's underlying wealth has not been publicly disclosed. The firm's minimal public footprint provides no detail on the origin of assets under management.
What geographic regions does Poehls Associates focus on?
The firm is headquartered in Phoenix, Arizona, and appears to focus primarily on North American investment opportunities. Public records do not indicate operations or investments in other regions.
Does Poehls Associates have a distinct investment stage preference?
The firm's investment stage preferences are not publicly documented. Its allocation to private equity suggests stage-agnostic direct investing, but public disclosure does not specify growth equity, buyout, or venture.
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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