Single Family OfficeRIA · CRD 174315SEC-Registered

Updated:

Probert Investment Advisers

Probert Investment Advisers, LLC is an SEC-registered investment adviser with approximately $15 million in regulatory assets under management.

Probert Investment Advisers

Probert Investment Advisers, LLC is an SEC-registered investment adviser with approximately $15 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

Corporate office

United States

Frequently asked questions

Is Probert Investment Advisers a registered investment adviser open to outside clients?

No. Probert Investment Advisers is structured as a single-family office and does not appear to solicit or accept outside capital. Single-family offices typically rely on the family-office exemption from SEC registration when serving a single family, and the firm's public record is consistent with that structure.

Who makes investment decisions at Probert Investment Advisers?

No named investment professionals are publicly associated with the firm. In single-family offices of this profile, the founding principal often functions as the de facto chief investment officer, either making allocation decisions directly or through a small, private internal team.

What is the known investment strategy of Probert Investment Advisers?

None has been made public. The firm maintains no website, issues no press releases, and has not been profiled by financial media, making its asset-class preferences, geographic focus, and stage mandates unverifiable from public sources.

Does Probert Investment Advisers co-invest alongside other family offices or institutional investors?

There is no public evidence of co-investment activity. While many single-family offices access deal flow through peer networks or club deals, Probert Investment Advisers' near-zero public footprint makes it unlikely to participate visibly in those channels, though private participation cannot be ruled out.

Where does the wealth behind Probert Investment Advisers originate?

The source of the family's wealth has not been publicly disclosed. The Probert name does not correspond to any widely known liquidity event, operating business, or public-market exit in available records, suggesting the family may have accumulated wealth through private enterprise or inherited means outside of public view.

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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