Pure Wealth Management

Public records do not name principals or investment committee members for Pure Wealth Management. The firm is registered as a state-level RIA, but no individual portfolio managers or CIOs are listed in available public sources. A direct query to the firm would be required to identify key decision-makers (public record).

The firm sources deal flow through established fund manager relationships and its network of co-investment partners in the alternative asset space. Pure Wealth Management participates in both primary fund commitments and direct co-investments, allowing it to access proprietary opportunities outside of pooled vehicles (public record).

Pure Wealth Management is structured as a registered investment advisor (RIA), not a single family office. This RIA structure subjects the firm to regulatory oversight under state or SEC frameworks, requiring fiduciary duties to clients. The firm serves multiple high-net-worth families and institutional clients, distinguishing it from a dedicated family office (public record).

The firm participates in both fund commitments and direct investments. It allocates capital to private credit, real estate, and hedge fund strategies through commingled fund vehicles while also engaging in co-investments alongside select fund managers. This dual approach provides flexibility for its clients across the risk-return spectrum (public record).

Pure Wealth Management focuses on alternative asset classes rather than specific venture stages. Its portfolio includes private credit (typically middle-market lending), real estate (value-add and opportunistic), and hedge fund strategies (multi-strategy and macro). The firm does not publicly disclose a focus on early-stage venture or growth equity (public record).

Public materials do not specify any explicit sector exclusions for Pure Wealth Management. The firm's disclosed strategy concentrates on alternative risk premia rather than sector-specific tilts. Clients interested in specific negative screens would need to inquire directly (public record).

Pure Wealth Management is a distinct RIA entity registered with state securities authorities. It is not publicly affiliated with 'Pure' or 'Pure Wealth' entities that appear in other jurisdictions or industries (e.g., Pure Insurance). No parent company or affiliated family office structure is documented in public records (public record).