# Sousa Financial

Sousa Financial is a Single Family Office.

## Overview

- **Organization type:** Single Family Office
- **Assets under management:** Undisclosed
- **Website:** https://sousafinancial.com
- **LinkedIn:** https://www.linkedin.com/company/david-sousa-ab3867a8

## Regulatory record

- **CRD number:** 127785
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127785

## About

SOUSA FINANCIAL is an SEC-registered investment adviser with approximately $7 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### How does Sousa Financial source its direct investment opportunities?

The office sources deals through a proprietary network of long-standing relationships with business owners, intermediaries, and regional operators. Because the firm does not maintain a public-facing brand or fundraising apparatus, its pipeline depends on private referrals and repeat transactions with trusted counterparties. This relationship-driven model prioritizes discretion and alignment over deal volume.

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Last updated: 2026-07-06T01:24:25.765Z

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