Multi-Family OfficeRIA · CRD 338743SEC-Registered

Updated:

Shared Prosperity Group

SHARED PROSPERITY GROUP is an SEC-registered investment adviser in PORTLAND, OR. The firm manages approximately $680,248 in regulatory assets.

Shared Prosperity Group

SHARED PROSPERITY GROUP is an SEC-registered investment adviser in PORTLAND, OR. The firm manages approximately $680,248 in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Sector focus

Private EquityReal EstateVenture Capital

Frequently asked questions

Who runs investment decisions at Shared Prosperity Group?

The firm does not publicly name any principals or investment committee members. This level of anonymity suggests a small internal team serving a private client base. No credible public source identifies the CEO, CIO, or managing partner.

How does Shared Prosperity Group source proprietary deal flow?

Given the lack of public information, the firm's deal-sourcing model is unclear. Multi-family offices typically rely on a combination of internal networks, co-investment clubs, and third-party fund relationships. Without named operators or disclosed advisors, the specific sourcing strategy remains opaque.

Is Shared Prosperity Group structured as a single family office or multi-family office?

The firm publicly labels itself as a multi-family office, implying it serves multiple unrelated families. This structure allows for larger aggregate capital but typically involves less strategic control for individual families compared to a single-family office. The exact number of families served is undisclosed.

Does Shared Prosperity Group participate in fund commitments or only direct deals?

Public information does not confirm whether the firm invests via fund commitments, direct deals, or a hybrid approach. Many multi-family offices allocate across both channels. Without specific deal examples or fund co-investments, the firm's preferred investment mode is unknown.

What investment stages does Shared Prosperity Group typically target?

The firm's target stage is not publicly articulated. Based on common multi-family office strategies, it may span early-stage venture capital through buyouts and real estate. No documented deals or stage preferences exist in accessible public records.

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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