Single Family OfficeRIA · CRD 136550SEC-Registered

Updated:

Steven Robert Jakowchik

Steven Robert Jakowchik is an SEC-registered investment adviser in Los Angeles, CA. The firm manages approximately $29 million in regulatory assets.

Steven Robert Jakowchik

Steven Robert Jakowchik is an SEC-registered investment adviser in Los Angeles, CA. The firm manages approximately $29 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Principals

Steven Robert Jakowchik

Principal

Frequently asked questions

Who controls investment decisions at Steven Robert Jakowchik's family office?

The office is structured around Steven Robert Jakowchik as the named principal, consistent with a single-family office model where the wealth creator or family patriarch retains final decision-making authority. Given the absence of any public team listings, investment decisions may be made directly by Jakowchik with support from outsourced CIO providers, private bank advisory teams, or a lean in-house staff. No external investment committee members or non-family partners are publicly identified.

What is the investment strategy of this family office?

The office has not publicly disclosed its investment strategy, asset allocation, or target sectors. Single-family offices of this profile — private, no website, no fund structures — typically allocate across a mix of direct private equity, venture capital, real estate, and public market securities. The absence of marketing materials suggests an emphasis on capital preservation and long-term compounding rather than fee-generating asset management for outside investors.

Does this office accept outside capital or operate as a multi-family office?

No. There is no evidence that the office has converted to a multi-family office structure, registered as an investment advisor, or opened its vehicles to external limited partners. The office operates under the principal's own name, which is the classic marker of a single-family office focused exclusively on managing one family's wealth.

How does this family office source investment opportunities?

While not publicly disclosed, offices operating without a website or LinkedIn presence typically source through private banking platforms, peer family office networks, and select fund manager relationships. The office's invisibility to public search means deal flow must arrive through trusted intermediaries — private wealth advisors, law firms, and direct peer referrals — rather than inbound founder or broker pitches.

Where does the underlying wealth come from?

The origin of the family's wealth has not been publicly disclosed. Single-family offices bearing the principal's personal name often trace to a concentrated liquidity event — a business sale, IPO, or long-term operating company exit — but no specific source has been confirmed in public records or media reporting for this office.

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