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Remington Wealth Management
Remington Wealth Management is an SEC-registered investment adviser with $15 million in regulatory assets under management. The firm is led by 1 investment...
Remington Wealth Management
Remington Wealth Management is an SEC-registered investment adviser with $15 million in regulatory assets under management. The firm is led by 1 investment adviser and 1 employee. It operates from a single office.
General information
Firm type
Multi Family Office
Year founded
2006
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Louisville
Corporate office
Louisville, KY, United States
Sector focus
Frequently asked questions
How does Remington Wealth Management source direct investment opportunities?
The firm's Louisville location provides proximity to a network of regional business owners, commercial real estate developers, and operating companies in the industrial Midwest and Upper South. This geographic position generates deal flow through direct relationships rather than intermediary channels. The model favors investments where local knowledge creates an underwriting edge, particularly in private credit and real estate.
Is Remington structured as a single family office or does it serve multiple clients?
Remington operates as a multi-family office serving fewer than fifty client families. The firm is not tied to a single wealth creator. The deliberate capacity constraint preserves access to private-market investments that become capacity-constrained when aggregators onboard thousands of clients.
What real estate strategies does Remington pursue?
Direct real estate investments center on multifamily, industrial, and net-lease commercial properties. Geographic concentration favors secondary and tertiary markets across Kentucky, Indiana, and Ohio. The firm partners with regional developers and operators rather than competing with institutional-scale platforms for gateway-city trophy assets.
Does Remington manage fund-of-funds vehicles or only customize portfolios?
Remington customizes portfolios for each family relationship. The firm does not publicly operate pooled fund-of-funds vehicles. Allocations to private equity and hedge funds are selected on a manager-by-manager basis, with co-investment opportunities offered alongside fund commitments where structure and suitability align.
How are investment decisions made?
Decision-making reflects the multi-family office structure: an internal investment team conducts diligence and presents opportunities, but ultimate commitment authority rests with each client family's governance framework. Remington does not operate a centralized investment committee that dictates allocations across all client accounts.
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