# PracticeCFO Investments

PracticeCFO Investments is a Bank / Wealth / Trust based in San Diego, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** practicecfo.com
- **LinkedIn:** https://www.linkedin.com/company/practicecfo

## Regulatory record

- **CRD number:** 167771
- **SEC file number:** 801-120024
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/167771

## About

PracticeCFO Investments is an SEC-registered investment adviser in San Diego, CA, registered since 2021. The firm manages $402 million in regulatory assets. It has 32 employees and 12 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Tax Equity
- Enterprise Software

## People

- Derek Myron — Founder and CEO

## Questions

### How does PracticeCFO source its investment deals?

PracticeCFO acts as a sponsor-led syndicator for the private investments it presents to clients. The firm works with external real estate operators and private credit originators to structure individual deals, then raises equity through its network of dental and medical professionals. The sourcing model relies on the firm's ability to aggregate accredited-investor capital into specific LLC-level subscriptions rather than deploying into third-party blind-pool funds.

### What types of private investments does PracticeCFO offer its clients?

The firm focuses on direct commercial real estate syndications and private credit notes. Publicly disclosed examples include a self-storage property acquisition and short-duration credit instruments structured for accredited investors. In April 2024, the firm expanded its alternative offerings by launching a dedicated real estate fund vehicle. It does not appear to actively syndicate venture capital, growth equity, or hedge fund commitments.

### What is PracticeCFO's known posture on co-investments alongside external GPs?

PracticeCFO structures most of its private-market exposure as sponsor-initiated syndications, effectively co-investing its client base alongside external operators on a deal-by-deal basis. The firm forms individual LLCs for each investment, allowing clients to participate directly in specific assets rather than through commingled fund vehicles. This model gives the firm discretion over which operators and deals it brings to its network.

### How is PracticeCFO's investment arm separated from its tax and advisory services?

The firm has not publicly described a formal legal separation between its RIA advisory business and its private-investment syndication activity. All services — retirement planning, tax structuring, and deal access — appear to operate under a unified brand and client relationship, making the cross-referral between planning clients and investment subscribers a central feature of the PracticeCFO model.

## Related profiles

- [Prabhat Wealth Management](https://altss.com/profile/prabhat-wealth-management)
- [Pradipt Wealth Management](https://altss.com/profile/pradipt-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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