Single Family OfficeRIA · CRD 309230SEC-Registered

Updated:

SECURESTATE

SECURESTATE is a SEC-registered investment adviser in PENDLETON, IN. The firm manages approximately $107 million in regulatory assets.

SECURESTATE

SECURESTATE is a SEC-registered investment adviser in PENDLETON, IN. The firm manages approximately $107 million in regulatory assets. It has 3 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Is SECURESTATE structured as a single-family office or a multi-family office?

Public record points to a single-family office structure. The entity does not solicit external capital, maintain a public website, or list principals on professional networks, all of which are consistent with a single-family office that operates exclusively for one wealth source. No co-investor vehicles or multi-family service offerings have been identified.

Where does the underlying wealth come from?

The wealth origin is not publicly disclosed. No founding family name, operating company, or liquidity event is attached to SECURESTATE in available public records. Offices structured this way often trace back to real estate, natural resources, or privately held industrial businesses where the family has chosen not to make the connection public.

How does SECURESTATE source proprietary deal flow?

Specific sourcing channels are not a matter of public record. Typically, family offices without a public presence rely on long-standing relationships with operators, developers, and private bankers, often accessing off-market real estate transactions and direct private placements that do not circulate through brokered channels. The absence of a website suggests they are not inbound-deal-flow dependent.

Does SECURESTATE participate in fund commitments or only direct deals?

The exact mix is not publicly documented. A real-estate-heavy family office of this profile is likely to favor direct asset ownership for control and tax efficiency, but some allocation to third-party funds — particularly in private equity or venture capital — is common for diversification. Without public filings, the ratio remains known only to the office and its counterparties.

What geographies does SECURESTATE invest in?

No geographic mandate has been disclosed. Most family offices with this profile concentrate in their domestic market, and if any international exposure exists, it is typically limited to stable, rule-of-law jurisdictions with familiar property-rights regimes. Counterparties would encounter the geographic bounds during due diligence rather than through public statements.

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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