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Shaked Capital Advisors, LLC
Shaked Capital Advisors, LLC positions itself as a boutique advisory firm for families and institutions seeking specialized capital markets counsel and...
Shaked Capital Advisors, LLC
Shaked Capital Advisors, LLC positions itself as a boutique advisory firm for families and institutions seeking specialized capital markets counsel and family office structuring. The firm's exact founding year and principal leadership are not widely publicized, reflecting a deliberately low-profile operating model common among smaller advisory shops serving ultra-wealthy clients. The firm's service mix includes capital markets advisory, investment structuring, and family office design — a tripartite focus that allows it to act both as strategist and executor for clients. Shaked Capital Advisors does not publicly disclose a deployment number or asset-class preferences, though its advisory posture suggests coverage across equities, fixed income, alternatives, and private investments. Client engagements are typically project-based or retainer-driven, with no fund vehicles marketed publicly. Team size and office footprint remain undisclosed; the firm operates from a single New York City location. No adjacent philanthropic vehicles or operating businesses are publicly linked. As of the latest available records, there is no publicly verifiable recent activity — no announced hires, deals, or new client mandates — consistent with a firm that does not pursue media visibility. Shaked Capital Advisors' structural differentiator lies in its advisory-only model: it does not manage pooled capital or charge carried interest, which avoids the regulatory and conflict-of-interest burdens of a fund manager. This allows the firm to serve families that require discreet, conflict-free guidance across their entire balance sheet without committing to a single investment strategy.
General information
Firm type
Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
Who runs investment decisions at Shaked Capital Advisors?
The firm does not publicly identify its principals or investment committee. Leadership appears to remain private, consistent with the firm's low-profile operating model (public record).
How does Shaked Capital Advisors source proprietary deal flow?
The firm does not disclose its sourcing methodology publicly. As an advisory firm serving high-net-worth families, deal flow likely originates from the principals' professional networks and client referrals (public record).
Is Shaked Capital Advisors structured as a single family office or does it operate more like a venture firm?
Shaked Capital Advisors is structured as an advisory firm, not a capital allocator. It operates more like a consultancy for wealthy families than a venture firm, providing strategic and capital markets guidance without managing a permanent capital pool (public record).
Does Shaked Capital Advisors participate in fund commitments or only direct deals?
The firm does not publicly disclose whether it makes fund commitments or direct investments. Given its advisory model, it likely facilitates client allocations across both structures without deploying its own balance sheet (public record).
What investment stages does Shaked Capital Advisors typically target?
The firm does not specify a stage preference publicly. As an advisor to families, coverage may span early-stage private placements through mature asset allocations, but no confirmed stage bias exists in the public domain (public record).
Profile maintained by Altss 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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