Multi-Family OfficeRIA · CRD 294105SEC-Registered

Updated:

RPA FINANCIAL, LLC

RPA FINANCIAL, LLC is an SEC-registered investment adviser in SAN RAFAEL, CA, registered since 2018. The firm manages $10.9 billion in assets, $8.9 billion on...

RPA FINANCIAL, LLC

RPA FINANCIAL, LLC is an SEC-registered investment adviser in SAN RAFAEL, CA, registered since 2018. The firm manages $10.9 billion in assets, $8.9 billion on a discretionary basis. It has 12 employees and 4 investment advisers.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

San Rafael

Corporate office

New York, NY, United States

Principals

Howard G. Chafetz

Chief Operating Officer

Jennifer Damian

Chief Compliance Officer

Sector focus

Private EquityVenture CapitalReal EstateHedge Funds

Frequently asked questions

What is RPA FINANCIAL, LLC?

RPA FINANCIAL, LLC is a multi family office headquartered in San Rafael, United States.

Where is RPA FINANCIAL, LLC headquartered?

RPA FINANCIAL, LLC is headquartered in San Rafael, United States, in the North America region.

What does Altss track for RPA FINANCIAL, LLC?

Altss maintains an OSINT-verified profile of RPA FINANCIAL, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is RPA FINANCIAL, LLC's website?

RPA FINANCIAL, LLC's public website is rpa-financial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is RPA FINANCIAL, LLC?

RPA FINANCIAL, LLC is classified by Altss as a Multi Family Office, operating from United States within the North America region.

How does Altss source intelligence on RPA FINANCIAL, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was RPA FINANCIAL, LLC's Altss profile last updated?

RPA FINANCIAL, LLC's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by 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.

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