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RIA · CRD 283254

Updated:

Randall Wealth Advisors

RANDALL WEALTH ADVISORS, LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is owned by Randall Wealth...

Overview

RANDALL WEALTH ADVISORS, LLC is a state-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is owned by Randall Wealth Advisors, LLC.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Birmingham

Corporate office

Birmingham, AL, United States

Sector focus

Private CreditReal EstateInfrastructureHedge FundsHealthcare Services

Frequently asked questions

Does Randall Wealth Advisors participate in fund commitments or only direct deals?

The firm focuses on direct deals and principal positions. It is known to co-invest alongside operating partners, but does not appear to commit to external funds as an LP.

What investment stages does Randall Wealth Advisors typically target?

The firm targets later-stage and direct investments in private credit, real estate, and infrastructure. It avoids early-stage venture and focuses on cash-flow-generating assets.

Which sectors does Randall Wealth Advisors explicitly avoid?

Based on its disclosed strategy, the firm avoids early-stage technology, venture capital, and public equities. It concentrates on tangible assets and credit-oriented opportunities.

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