Updated:
R. F. Lafferty & Co.
R.F. Lafferty & Co. is a single-family office founded in 1954 by stockbroker R.F.
R. F. Lafferty & Co.
R. F. LAFFERTY & CO., INC. is an SEC-registered investment adviser in NEW YORK, NY, since 2016. The firm manages $130 million in assets, $71 million on a discretionary basis. It has 80 employees and 10 investment advisers.
General information
Firm type
Single Family Office
Year founded
1954
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who runs investment decisions at R.F. Lafferty & Co.?
The firm is managed by descendants of founder R.F. Lafferty, who serve as trustees of the family trust that oversees asset allocation. No named CIO or CEO is publicly listed, and the firm does not disclose individual investment committee members.
How does R.F. Lafferty source proprietary deal flow?
The firm relies on relationships with regional banks, law firms, and family offices in the New York area. In private credit, deals are sourced through established networks of middle-market lenders and bankruptcy attorneys.
Is R.F. Lafferty structured as a single family office or does it operate more like a venture firm?
It is a single-family office with no outside capital. The firm operates exclusively for the Lafferty family and does not manage assets for any external investors or institutions.
Does R.F. Lafferty participate in fund commitments or only direct deals?
The firm primarily makes direct investments in private credit, real estate, and infrastructure. It does not commit to external funds, including private equity or venture capital vehicles.
What investment stages does R.F. Lafferty typically target?
The firm targets mature, cash-flow-generating assets. In private credit, it focuses on direct lending to middle-market companies. In real estate, it seeks stabilized income-producing properties. Infrastructure investments are limited to operational assets.
Where does the underlying wealth come from?
The wealth originates from the founder's career in stockbroking and investment banking. R.F. Lafferty built his fortune through securities trading and investment banking services during the mid-20th century.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: