REDEFINE FINANCIAL

REDEFINE FINANCIAL is a North American family office with an undisclosed principal, focusing on direct investments across multiple asset classes.

REDEFINE FINANCIAL

REDEFINE FINANCIAL is an SEC-registered investment adviser in MISSION VIEJO, CA. The firm manages approximately $38 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Family Office

Year founded

—

AUM

Undisclosed

Location

Region

North America

Country

—

City

—

Corporate office

—

Who runs investment decisions at REDEFINE FINANCIAL?

The principals and investment decision-makers at REDEFINE FINANCIAL have not been publicly identified. The firm maintains a low public profile, so the specific individuals managing capital are unknown from available sources.

What investment strategy does REDEFINE FINANCIAL follow?

Based on the firm's name and structure, REDEFINE FINANCIAL likely invests across a diversified portfolio including public equities, private equity, real estate, and alternative assets. Without published materials or disclosed holdings, the exact strategy is not confirmed.

Is REDEFINE FINANCIAL a single family office or a multi-family office?

The available information does not specify whether REDEFINE FINANCIAL operates as a single-family office or multi-family office. Its name and lack of public disclosures suggest it may be a single-family office, but this is not confirmed.

Where does the underlying wealth for REDEFINEFINANCIAL come from?

The origin of the wealth managed by REDEFINE FINANCIAL has not been publicly disclosed. No information about the family or individual behind the office is available from public records.

Does REDEFINEFINANCIAL participate in fund commitments or only direct deals?

The firm's investment approach—whether it makes fund commitments, direct investments, or a combination—is not publicly documented. Given its family office structure, both avenues are possible but unconfirmed.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: May 30, 2026. Continuous refresh with full update cycles at least every 30 days.