Single Family OfficeRIA · CRD 130080SEC-Registered

Updated:

SHIMKUS, PETER E

SHIMKUS, PETER E is an SEC-registered investment adviser with $26 million in regulatory assets under management. The firm has 1 employee and 1 investment...

SHIMKUS, PETER E

SHIMKUS, PETER E is an SEC-registered investment adviser with $26 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Principals

Peter E. Shimkus

Principal

Sector focus

Real EstatePrivate Credit

Frequently asked questions

How does the Shimkus family office source its real estate deals?

The office relies on direct, relationship-driven sourcing rather than marketed processes. Because it does not participate in broker-led auctions or institutional bid lists as a matter of course, its pipeline likely comes through regional property owners, mortgage brokers, and legal networks familiar with its capital base. This posture typically yields off-market or lightly marketed opportunities where speed and certainty of close matter more than price discovery.

Does the office invest alongside institutional capital or raise third-party funds?

No. Public records and business filings show no pooled investment vehicles, co-mingled funds, or limited partner interests associated with this entity. All investments appear to be funded entirely by principal capital, which eliminates redemption risk and alignment conflicts that arise when family offices syndicate deals to external investors.

What is the typical check size or loan size the office writes?

Specific deployment figures are not publicly disclosed. Transaction records suggest the office participates in mid-market commercial real estate deals — likely in the single-digit to low-double-digit millions per transaction — but no aggregated commitment or deployed-capital total is available to confirm a range.

What geographies does the office focus on?

Property records tie the office most consistently to commercial assets in the western United States, including retail and mixed-use properties in Arizona. There is no indication of a broader national platform or international allocation strategy.

Does the office have a formal investment committee or professional staff beyond the principal?

There is no public evidence of a formal investment committee, dedicated CIO, or professional investment staff beyond Peter E. Shimkus. This is consistent with a lean single-family office structure where the principal originates, underwrites, and closes transactions directly, supported by external legal and tax counsel on a deal-by-deal basis.

What asset classes beyond real estate does the office deploy into?

The office's activity centers on commercial real estate equity and private credit secured by real property. There is no public record of meaningful allocations to venture capital, growth equity, public equities, or fund commitments, though private family offices often hold passive portfolios that are not separately reported.

Is the wealth origin publicly known?

The source of the family's wealth is not publicly disclosed. Without a company exit, corporate biography, or public wealth event tied to Peter E. Shimkus, the capital base remains opaque — a common profile for single-family offices formed from private operating-company liquidity or multi-generational real estate holdings.

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.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Single Family Office profiles